Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

894,360 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Description

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR	894,360 m
EPS, EUR	28.99
P/B ratio	1.4
P/E ratio	14.4
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	329,254 m
Net income, EUR	59,361 m
Profit margin	18.03%

What ETF is Berkshire Hathaway, Inc. in?

There are 301 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.94%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.82%	Equity World	976
Xtrackers MSCI USA Screened UCITS ETF 1C	1.29%	Equity United States Social/Environmental	596
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.96%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	722
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	43
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,224
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.99%	Equity World Social/Environmental	172
State Street SPDR MSCI World Financials UCITS ETF USD	5.07%	Equity World Financials	263
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.15%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.91%	Equity United States Social/Environmental	14,313
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	53
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.15%	Equity United States	51
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.57%	Equity United States	14,968
UBS Core MSCI World UCITS ETF USD dis	0.82%	Equity World	1,790
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.91%	Equity United States Social/Environmental	1,558
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	39
iShares MSCI ACWI UCITS ETF USD (Dist)	0.73%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.80%	Equity World Social/Environmental	85
UBS MSCI USA Value UCITS ETF USD dis	2.19%	Equity United States Value	472
Amundi Core MSCI USA UCITS ETF Acc	1.15%	Equity United States	3,201
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.38%	Equity United States Social/Environmental	996
Franklin U.S. Equity UCITS ETF	1.12%	Equity United States Multi-Factor Strategy	61
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.72%	Equity United States Social/Environmental	1,299
iShares World Equity High Income UCITS ETF USD (Dist)	0.82%	Equity World Social/Environmental	341
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	361
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	585
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.38%	Equity United States Social/Environmental	46
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.85%	Equity United States Social/Environmental	52
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.00%	Equity United States Social/Environmental	30
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.21%	Equity World Low Volatility/Risk Weighted	816
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.78%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active UCITS ETF USD (dist)	2.58%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.27%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	12.48%	Equity United States Financials	541
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	16
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	19
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.71%	Equity World	92
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.29%	Equity World Covered Call Alternative Investments	68
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.74%	Equity World	48
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,461
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.38%	Equity United States Social/Environmental	9,892
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.82%	Equity United States Covered Call Alternative Investments	35
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.60%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.70%	Equity World Social/Environmental	533
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.60%	Equity United States	426
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.29%	Equity World Covered Call Alternative Investments	17
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.46%	Equity World Social/Environmental Climate Change	135
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.82%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.60%	Equity United States	56
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	252
UBS MSCI ACWI Universal UCITS ETF USD dis	0.67%	Equity World Social/Environmental	2,267
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.82%	Equity World	728
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.61%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.94%	Equity United States Multi-Factor Strategy	106
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.70%	Equity World Social/Environmental	78
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	222
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.10%	Equity United States Low Volatility/Risk Weighted	99
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	79
UBS Core S&P 500 UCITS ETF hGBP dis	1.57%	Equity United States	65
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.31%	Equity World Dividend	0
iShares Core S&P 500 UCITS ETF USD (Dist)	1.57%	Equity United States	18,539
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	2,102
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.74%	Equity World Social/Environmental	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	957
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	1,059
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.37%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.33%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.15%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.83%	Equity World	1,787
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.94%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD	0.82%	Equity World	13,101
UBS Core S&P 500 UCITS ETF hEUR acc	1.57%	Equity United States	220
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.85%	Equity World Social/Environmental	1,145
Invesco MSCI World Universal Screened UCITS ETF Acc	0.64%	Equity World Social/Environmental	241
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.67%	Equity World Social/Environmental	41
UBS Core MSCI World UCITS ETF hGBP dis	0.82%	Equity World	101
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.67%	Equity World Social/Environmental	1,430
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.60%	Equity United States Growth	362
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	79
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.61%	Equity World Social/Environmental	196
Xtrackers MSCI USA UCITS ETF 1C	1.18%	Equity United States	10,522
UBS Core MSCI World UCITS ETF hEUR acc	0.82%	Equity World	812
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.15%	Equity United States	192
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.07%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.30%	Equity World Social/Environmental	229
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.82%	Equity World	1,116
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.77%	Equity World Social/Environmental	452
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.15%	Equity United States	578
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	22
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.57%	Equity United States	80
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	28
Amundi Core MSCI World UCITS ETF Acc	0.83%	Equity World	13,483
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.70%	Equity World Social/Environmental	5,360
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.41%	Equity World Financials Social/Environmental	116
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.38%	Equity United States Social/Environmental	16
UBS Core MSCI USA UCITS ETF hGBP acc	1.15%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	807
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.76%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.82%	Equity World	457
iShares Core MSCI World UCITS ETF USD (Acc)	0.82%	Equity World	119,106
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	2,160
iShares Core S&P 500 UCITS ETF USD (Acc)	1.57%	Equity United States	125,494
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	90
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	156
L&G US Equity UCITS ETF	1.21%	Equity United States Social/Environmental	1,282
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.83%	Equity World	738
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.83%	Equity World	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.61%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	1.15%	Equity United States	1,226
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.77%	Equity World	21,374
UBS MSCI USA Universal UCITS ETF USD acc	1.21%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.00%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.71%	Equity World	10,339
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	1.01%	Equity World Social/Environmental	399
iShares MSCI USA UCITS ETF (Acc)	1.16%	Equity United States	3,924
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.45%	Equity World Social/Environmental Climate Change	337
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.27%	Equity World Multi-Factor Strategy	220
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.41%	Equity World Social/Environmental	246
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.41%	Equity World Social/Environmental	750
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.72%	Equity United States Social/Environmental	66
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	3.06%	Equity United States Value Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	1.60%	Equity United States	2
UBS Core S&P 500 UCITS ETF USD dis	1.57%	Equity United States	1,150
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	164
UBS Core S&P 500 UCITS ETF hCHF acc	1.57%	Equity United States	633
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	99
L&G S&P 100 UCITS ETF USD Acc	2.18%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.18%	Equity United States	569
Xtrackers S&P 500 GARP UCITS ETF 1C	4.77%	Equity United States Multi-Factor Strategy	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.37%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.82%	Equity World	8,454
JPMorgan US Value Equity Active UCITS ETF USD (acc)	2.58%	Equity United States Value	62
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental Climate Change	324
iShares Core MSCI World UCITS ETF USD (Dist)	0.82%	Equity World	692
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	8,667
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.00%	Equity United States Social/Environmental	2,578
Invesco RAFI All-World Fundamental Value UCITS ETF	1.00%	Equity World Value	206
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	179
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.61%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.96%	Equity United States Large Cap	9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.74%	Equity World	21
UBS MSCI USA NSL UCITS ETF USD acc	1.16%	Equity United States	2,927
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.96%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.31%	Equity United States Fundamental/Quality	339
Amundi Prime All Country World UCITS ETF Acc	0.74%	Equity World	1,653
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.83%	Equity World	1,418
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.70%	Equity World Social/Environmental	26
Vanguard FTSE Developed World UCITS ETF Acc	0.79%	Equity World	5,708
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.87%	Equity United States	212
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.70%	Equity World Social/Environmental	1,627
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	882
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	433
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.77%	Equity World Social/Environmental	480
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.62%	Equity World	5,187
iShares Edge MSCI USA Quality Factor UCITS ETF	2.30%	Equity United States Fundamental/Quality	1,526
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.29%	Equity World Covered Call Alternative Investments	1,212
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	2.00%	Equity United States Low Volatility/Risk Weighted	33
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.26%	Equity United States Social/Environmental	1,421
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	296
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.57%	Equity United States	17,229
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.83%	Equity World	15,929
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.62%	Equity World	106
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	176
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.50%	Equity World Multi-Factor Strategy	5
Vanguard FTSE Developed World UCITS ETF Distributing	0.79%	Equity World	3,802
Invesco RAFI US Fundamental Value UCITS ETF Dist	2.02%	Equity United States Value	701
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.47%	Equity North America	2,549
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.82%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.60%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.82%	Equity United States Covered Call Alternative Investments	323
UBS MSCI World Mega Cap UCITS ETF USD acc	2.03%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.67%	Equity World Social/Environmental	668
HSBC S&P 500 UCITS ETF USD	1.57%	Equity United States	7,824
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	64
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,364
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.15%	Equity United States	741
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	388
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.83%	Equity World	294
Xtrackers MSCI World Screened UCITS ETF 1D	0.91%	Equity World Social/Environmental	127
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.80%	Equity World Social/Environmental	5,522
Invesco FTSE All-World UCITS ETF Acc	0.74%	Equity World	3,013
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	3.06%	Equity United States Value Climate Change	17
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.80%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.57%	Equity United States	28,816
UBS Core MSCI USA UCITS ETF USD acc	1.15%	Equity United States	2,544
iShares MSCI World Screened UCITS ETF USD (Dist)	0.90%	Equity World Social/Environmental	1,116
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	47
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	311
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.91%	Equity United States Social/Environmental	7,468
HSBC MSCI World UCITS ETF CHF hedged	0.82%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.74%	Equity World Social/Environmental	16
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.34%	Equity United States Large Cap	30
iShares MSCI World Screened UCITS ETF USD (Acc)	0.90%	Equity World Social/Environmental	4,896
Amundi Core MSCI World UCITS ETF USD Dist	0.83%	Equity World	1,509
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	20
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.67%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.80%	Equity World Social/Environmental	1,465
Amundi Core MSCI USA UCITS ETF Dist	1.15%	Equity United States	1,025
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.57%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	212
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.67%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.91%	Equity United States Value	464
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.47%	Equity North America	2,767
L&G Global Brands UCITS ETF USD Acc	4.26%	Equity World Fundamental/Quality Moat	40
Xtrackers S&P 500 UCITS ETF 4C	1.60%	Equity United States	1,320
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.38%	Equity United States Social/Environmental	1,086
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.70%	Equity World Social/Environmental	870
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.29%	Equity United States Social/Environmental	130
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.21%	Equity World Low Volatility/Risk Weighted	58
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	2.00%	Equity United States Low Volatility/Risk Weighted	1,434
iShares MSCI World UCITS ETF (Dist)	0.83%	Equity World	7,884
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	2.58%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.58%	Equity United States Multi-Factor Strategy	60
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.82%	Equity World	1,722
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.57%	Equity United States	1,354
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.57%	Equity United States	2,384
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.57%	Equity United States	8,648
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.30%	Equity United States Fundamental/Quality	304
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.77%	Equity World	37,627
HSBC MSCI World UCITS ETF USD (Acc)	0.82%	Equity World	1,772
Xtrackers MSCI USA UCITS ETF 1D	1.18%	Equity United States	272
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.41%	Equity World Social/Environmental	3,907
iShares MSCI North America UCITS ETF	1.11%	Equity North America	1,294
Franklin US Mega Cap 100 UCITS ETF Acc	1.63%	Equity United States Large Cap	111
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	1
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.38%	Equity United States Social/Environmental	62
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.82%	Equity World	48
Invesco Global Enhanced Equity UCITS ETF Acc	0.78%	Equity World Multi-Factor Strategy	544
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.57%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.80%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.82%	Equity World	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.73%	Equity World	26,817
HSBC S&P 500 UCITS ETF USD (Acc)	1.57%	Equity United States	562
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	512
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.57%	Equity United States	44,177
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.94%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.71%	Equity World	1,437
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.61%	Equity World Social/Environmental	21
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,417
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.82%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	9.48%	Equity United States Financials	653
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.81%	Equity World	5,174
Invesco FTSE All-World UCITS ETF Dist	0.74%	Equity World	233
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.00%	Equity United States Low Volatility/Risk Weighted	99
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.57%	Equity United States	78
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	96
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	101
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.60%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.26%	Equity United States Social/Environmental	14,560
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	117
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	3.06%	Equity United States Value Climate Change	147
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.77%	Equity World Social/Environmental	104
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.09%	Equity United States Low Volatility/Risk Weighted	20
Amundi Prime Global UCITS ETF Dist	0.83%	Equity World	1,184
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	18,644
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.78%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.85%	Equity United States Social/Environmental	3
iShares World Equity High Income UCITS ETF USD (Acc)	0.82%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	58
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.82%	Equity World	525
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.64%	Equity World Social/Environmental Multi-Asset Strategy	1,634
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.87%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.57%	Equity United States	1,440
Amundi Prime All Country World UCITS ETF Dist	0.74%	Equity World	3,977
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.60%	Equity United States Social/Environmental	458
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.91%	Equity United States Social/Environmental	427
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.90%	Equity World Social/Environmental	97
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.67%	Equity World Social/Environmental	1,255
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.26%	Equity United States Social/Environmental	775
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	4
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.21%	Equity United States Low Volatility/Risk Weighted	86
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.18%	Equity United States	341
BNP Paribas Easy MSCI USA Min TE UCITS ETF	1.07%	Equity United States Social/Environmental	1,128
Xtrackers MSCI World Financials UCITS ETF 1C	5.12%	Equity World Financials	730
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.82%	Equity United States Technology Covered Call Alternative Investments	3
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.45%	Equity United States Financials	1,820
Franklin Core US Enhanced Equity UCITS ETF Acc	0.62%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.74%	Equity World	47
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.72%	Equity United States Social/Environmental	266
Invesco US Enhanced Equity UCITS ETF Acc	1.56%	Equity United States Multi-Factor Strategy	73
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.21%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.34%	Equity United States Large Cap	486
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.60%	Equity United States	632
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	1,110
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.57%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	1.16%	Equity United States	486

Performance

Returns overview

YTD	-2.36%
1 month	+3.51%
3 months	-0.93%
6 months	-6.25%
1 year	-5.03%
3 years	+40.04%
5 years	+75.66%
Since inception (MAX)	+267.11%
2025	+2.90%
2024	+28.15%
2023	+9.86%
2022	+14.89%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).