Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

923,675 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	923,675 m
EPS, EUR	27.51
P/B ratio	1.5
P/E ratio	15.8
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 293 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 iShares S&P 500 Financials Sector UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.92%	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	18
UBS Core MSCI World UCITS ETF hCHF acc	0.86%	Equity World	845
Xtrackers MSCI USA Screened UCITS ETF 1C	1.16%	Equity United States Social/Environmental	290
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.93%	Equity United States Low Volatility/Risk Weighted	37
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	682
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	38
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,099
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	1.20%	Equity World	145
State Street SPDR MSCI World Financials UCITS ETF USD	4.66%	Equity World Financials	271
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.08%	Equity United States	9
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.68%	Equity World Low Volatility/Risk Weighted	67
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	12,597
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.09%	Equity United States	47
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.49%	Equity United States	12,002
UBS Core MSCI World UCITS ETF USD dis	0.78%	Equity World	1,361
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States Social/Environmental	1,473
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.68%	Equity World	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.76%	Equity World Social/Environmental	68
UBS MSCI USA Value UCITS ETF USD dis	2.12%	Equity United States Value	462
Amundi Core MSCI USA UCITS ETF Acc	1.08%	Equity United States	2,848
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.52%	Equity United States Social/Environmental	1,041
Franklin U.S. Equity UCITS ETF	0.96%	Equity United States Multi-Factor Strategy	56
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.38%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.45%	Equity World Social/Environmental	223
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	372
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	478
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.52%	Equity United States Social/Environmental	8
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.40%	Equity United States Social/Environmental	39
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.90%	Equity United States Social/Environmental	26
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.16%	Equity World Low Volatility/Risk Weighted	686
JPMorgan Active US Value UCITS ETF USD (dist)	2.02%	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	11.52%	Equity United States Financials	663
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	14
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)	0.66%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.27%	Equity World Covered Call Alternative Investments	84
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.70%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.81%	Equity World	4,233
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.52%	Equity United States Social/Environmental	8,804
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.91%	Equity United States Covered Call Alternative Investments	33
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.21%	Equity United States Growth	9
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.78%	Equity World Social/Environmental	457
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.63%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.47%	Equity United States	448
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	1.27%	Equity World Covered Call Alternative Investments	11
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.43%	Equity World Social/Environmental Climate Change	127
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.84%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.47%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	221
UBS MSCI ACWI Universal UCITS ETF USD dis	0.63%	Equity World Social/Environmental	2,067
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.77%	Equity World	558
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.69%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.92%	Equity United States Multi-Factor Strategy	98
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.78%	Equity World Social/Environmental	88
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	207
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.02%	Equity United States Low Volatility/Risk Weighted	116
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	73
UBS Core S&P 500 UCITS ETF hGBP dis	1.48%	Equity United States	55
iShares Core S&P 500 UCITS ETF USD (Dist)	1.47%	Equity United States	16,798
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.16%	Equity World Low Volatility/Risk Weighted	2,305
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.68%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	998
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	937
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.32%	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	36
Amundi Prime Global UCITS ETF Acc	0.80%	Equity World	1,451
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.92%	Equity United States Multi-Factor Strategy	24
HSBC MSCI World UCITS ETF USD	0.77%	Equity World	12,186
UBS Core S&P 500 UCITS ETF hEUR acc	1.60%	Equity United States	105
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.70%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.80%	Equity World Social/Environmental	949
Invesco MSCI World Universal Screened UCITS ETF Acc	0.60%	Equity World Social/Environmental	208
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.63%	Equity World Social/Environmental	33
UBS Core MSCI World UCITS ETF hGBP dis	0.78%	Equity World	117
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.63%	Equity World Social/Environmental	1,349
JPMorgan Active US Growth UCITS ETF USD (acc)	0.21%	Equity United States Growth	343
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.69%	Equity World Social/Environmental	172
Xtrackers MSCI USA UCITS ETF 1C	1.08%	Equity United States	9,227
UBS Core MSCI World UCITS ETF hEUR acc	0.86%	Equity World	398
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.09%	Equity United States	263
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.00%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.13%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.77%	Equity World	949
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.71%	Equity World Social/Environmental	409
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.09%	Equity United States	493
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	35
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.96%	Equity United States Large Cap	36
Amundi Core MSCI World UCITS ETF Acc	0.77%	Equity World	12,135
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.80%	Equity World Social/Environmental	4,936
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.34%	Equity World Financials Social/Environmental	153
UBS Core MSCI USA UCITS ETF hGBP acc	1.09%	Equity United States	38
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	722
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.69%	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	0.81%	Equity World	373
iShares Core MSCI World UCITS ETF USD (Acc)	0.77%	Equity World	109,579
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.47%	Equity United States	1,840
iShares Core S&P 500 UCITS ETF USD (Acc)	1.61%	Equity United States	112,773
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	78
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	145
L&G US Equity UCITS ETF	1.14%	Equity United States Social/Environmental	1,056
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	654
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.77%	Equity World	47
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.69%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	1.09%	Equity United States	1,105
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.70%	Equity World	19,265
UBS MSCI USA Universal UCITS ETF USD acc	1.12%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.90%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.75%	Equity World	8,261
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	0.93%	Equity World Social/Environmental	362
iShares MSCI USA UCITS ETF (Acc)	1.08%	Equity United States	3,223
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.39%	Equity World Social/Environmental Climate Change	305
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.27%	Equity World Multi-Factor Strategy	211
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental	941
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.38%	Equity United States Social/Environmental	-
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.92%	Equity United States Value Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	1.47%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.48%	Equity United States	1,156
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.16%	Equity World Low Volatility/Risk Weighted	159
UBS Core S&P 500 UCITS ETF hCHF acc	1.48%	Equity United States	433
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	91
L&G S&P 100 UCITS ETF USD Acc	2.19%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.08%	Equity United States	482
Xtrackers S&P 500 GARP UCITS ETF 1C	4.28%	Equity United States Multi-Factor Strategy	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	1.32%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.78%	Equity World	7,314
JPMorgan Active US Value UCITS ETF USD (acc)	2.02%	Equity United States Value	61
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.43%	Equity World Social/Environmental Climate Change	321
iShares Core MSCI World UCITS ETF USD (Dist)	0.77%	Equity World	471
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	9,236
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.90%	Equity United States Social/Environmental	2,703
Invesco FTSE RAFI All World 3000 UCITS ETF	0.70%	Equity World Fundamental/Quality	183
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	142
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.69%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.82%	Equity United States Large Cap	10
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.70%	Equity World	16
UBS MSCI USA NSL UCITS ETF USD acc	1.10%	Equity United States	2,682
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.93%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.40%	Equity United States Fundamental/Quality	319
Amundi Prime All Country World UCITS ETF Acc	0.70%	Equity World	1,175
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.43%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.78%	Equity World Social/Environmental	22
UBS MSCI World UCITS ETF USD dis	0.78%	Equity World	1,315
Vanguard FTSE Developed World UCITS ETF Acc	0.83%	Equity World	5,005
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.80%	Equity United States	333
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.78%	Equity World Social/Environmental	1,560
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	800
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	398
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.79%	Equity World Social/Environmental	453
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.59%	Equity World	4,404
iShares Edge MSCI USA Quality Factor UCITS ETF	2.15%	Equity United States Fundamental/Quality	1,484
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.27%	Equity World Covered Call Alternative Investments	1,206
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	39
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.16%	Equity United States Social/Environmental	1,247
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.49%	Equity United States	244
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.49%	Equity United States	15,341
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.78%	Equity World	14,531
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.59%	Equity World	85
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	271
Vanguard FTSE Developed World UCITS ETF Distributing	0.75%	Equity World	3,516
Invesco FTSE RAFI US 1000 UCITS ETF	1.40%	Equity United States Fundamental/Quality	610
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.39%	Equity North America	2,159
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.84%	Equity United States Covered Call Alternative Investments	11
JPMorgan Active US Growth UCITS ETF USD (dist)	0.21%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.84%	Equity United States Covered Call Alternative Investments	293
UBS MSCI World Mega Cap UCITS ETF USD acc	2.01%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.63%	Equity World Social/Environmental	629
HSBC S&P 500 UCITS ETF USD	1.49%	Equity United States	7,173
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	80
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,434
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.09%	Equity United States	652
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.81%	Equity World	352
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.78%	Equity World	257
Xtrackers MSCI World Screened UCITS ETF 1D	0.83%	Equity World Social/Environmental	117
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.76%	Equity World Social/Environmental	5,080
Invesco FTSE All-World UCITS ETF Acc	0.70%	Equity World	2,409
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.92%	Equity United States Value Climate Change	16
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	0.72%	Equity World Social/Environmental Climate Change	19
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.48%	Equity United States	26,107
UBS Core MSCI USA UCITS ETF USD acc	1.09%	Equity United States	2,215
iShares MSCI World Screened UCITS ETF USD (Dist)	0.93%	Equity World Social/Environmental	997
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	42
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	291
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental	7,003
HSBC MSCI World UCITS ETF CHF hedged	0.77%	Equity World	73
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.77%	Equity World Social/Environmental	15
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.05%	Equity United States Large Cap	30
iShares MSCI World Screened UCITS ETF USD (Acc)	0.84%	Equity World Social/Environmental	4,469
Amundi Core MSCI World UCITS ETF USD Dist	0.77%	Equity World	1,359
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.63%	Equity World Social/Environmental	272
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.73%	Equity World Social/Environmental	194
Amundi Core MSCI USA UCITS ETF Dist	1.08%	Equity United States	902
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.46%	Equity United States	8
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.68%	Equity World Low Volatility/Risk Weighted	233
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.43%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.63%	Equity World Social/Environmental	100
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.80%	Equity United States Value	395
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.39%	Equity North America	2,489
L&G Global Brands UCITS ETF USD Acc	3.96%	Equity World Fundamental/Quality Moat	44
Xtrackers S&P 500 UCITS ETF 4C	1.47%	Equity United States	960
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.52%	Equity United States Social/Environmental	960
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.78%	Equity World Social/Environmental	803
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.16%	Equity United States Social/Environmental	66
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.16%	Equity World Low Volatility/Risk Weighted	67
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	1,334
iShares MSCI World UCITS ETF (Dist)	0.77%	Equity World	7,213
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	2.02%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.70%	Equity United States Multi-Factor Strategy	56
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.77%	Equity World	1,541
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.42%	Equity United States	1,203
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.49%	Equity United States	2,031
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.43%	Equity United States	7,594
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.15%	Equity United States Fundamental/Quality	272
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.70%	Equity World	30,766
HSBC MSCI World UCITS ETF USD (Acc)	0.77%	Equity World	1,522
Xtrackers MSCI USA UCITS ETF 1D	1.08%	Equity United States	242
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental	3,747
iShares MSCI North America UCITS ETF	1.03%	Equity North America	1,201
Franklin US Mega Cap 100 UCITS ETF Acc	1.48%	Equity United States Large Cap	90
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)	1.52%	Equity United States Social/Environmental	56
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.81%	Equity World	43
Invesco Global Enhanced Equity UCITS ETF Acc	0.70%	Equity World Multi-Factor Strategy	409
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.48%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.76%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.78%	Equity World	41
iShares MSCI ACWI UCITS ETF USD (Acc)	0.68%	Equity World	22,692
HSBC S&P 500 UCITS ETF USD (Acc)	1.49%	Equity United States	433
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	372
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.48%	Equity United States	40,346
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.92%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.66%	Equity World	1,038
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.69%	Equity World Social/Environmental	16
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,436
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.60%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	8.51%	Equity United States Financials	711
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.76%	Equity World	4,596
Invesco FTSE All-World UCITS ETF Dist	0.70%	Equity World	201
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.91%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.48%	Equity United States	70
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.10%	Equity World Private Equity	8
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	92
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	93
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.47%	Equity United States	53
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.16%	Equity United States Social/Environmental	13,665
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.29%	Equity World Dividend	117
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.92%	Equity United States Value Climate Change	195
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.00%	Equity United States Low Volatility/Risk Weighted	20
Amundi Prime Global UCITS ETF Dist	0.80%	Equity World	1,142
Xtrackers MSCI World UCITS ETF 1C	0.81%	Equity World	16,437
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.70%	Equity World Multi-Factor Strategy	7
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.40%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.45%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	48
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.85%	Equity World	464
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	1,376
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)	1.80%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.48%	Equity United States	1,291
Amundi Prime All Country World UCITS ETF Dist	0.70%	Equity World	2,956
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.47%	Equity United States Social/Environmental	167
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.84%	Equity World Social/Environmental	82
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.63%	Equity World Social/Environmental	1,165
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States Social/Environmental	463
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.16%	Equity United States Social/Environmental	701
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	3
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.20%	Equity United States Low Volatility/Risk Weighted	92
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.19%	Equity United States	294
Xtrackers MSCI World Financials UCITS ETF 1C	4.64%	Equity World Financials	769
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.31%	Equity United States Financials	1,931
Franklin Core US Enhanced Equity UCITS ETF Acc	0.57%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.70%	Equity World	32
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.90%	Equity United States	100
Invesco US Enhanced Equity UCITS ETF Acc	1.50%	Equity United States Multi-Factor Strategy	57
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.16%	Equity World Low Volatility/Risk Weighted	15
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.25%	Equity United States Large Cap	436
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.47%	Equity United States	560
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.63%	Equity United States Social/Environmental Multi-Asset Strategy	923
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.49%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	1.09%	Equity United States	440

Performance

Returns overview

YTD	-0.33%
1 month	+0.84%
3 months	-1.14%
6 months	+2.77%
1 year	-7.14%
3 years	+47.56%
5 years	+102.73%
Since inception (MAX)	+274.74%
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).