Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

925,581 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	925,581 m
EPS, EUR	28.99
P/B ratio	1.4
P/E ratio	14.5
Dividend yield	0.00%

Income statement (2025)

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

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What ETF is Berkshire Hathaway, Inc. in?

There are 313 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	0.86%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.75%	Equity World	990
Xtrackers MSCI USA Screened UCITS ETF 1C	1.13%	Equity United States Social/Environmental	778
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.95%	Equity United States Low Volatility/Risk Weighted	36
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	753
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,417
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.92%	Equity World Social/Environmental	221
State Street SPDR MSCI World Financials UCITS ETF USD	4.67%	Equity World Financials	266
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.03%	Equity United States	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.81%	Equity United States Social/Environmental	14,875
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.68%	Equity World Low Volatility/Risk Weighted	52
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.04%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.41%	Equity United States	15,529
UBS Core MSCI World UCITS ETF USD dis	0.75%	Equity World	1,880
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.81%	Equity United States Social/Environmental	1,525
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.66%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.70%	Equity World Social/Environmental	90
UBS MSCI USA Value UCITS ETF USD dis	2.02%	Equity United States Value	569
Amundi Core MSCI USA UCITS ETF Acc	1.03%	Equity United States	3,642
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.24%	Equity United States Social/Environmental	1,021
Franklin U.S. Equity UCITS ETF	1.00%	Equity United States Multi-Factor Strategy	67
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.53%	Equity United States Social/Environmental	1,414
iShares World Equity High Income UCITS ETF USD (Dist)	0.65%	Equity World Social/Environmental	413
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	387
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	674
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	1.77%	Equity World Multi-Factor Strategy	221
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.24%	Equity United States Social/Environmental	54
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.71%	Equity United States Social/Environmental	56
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.91%	Equity United States Social/Environmental	38
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.21%	Equity World Low Volatility/Risk Weighted	1,039
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active UCITS ETF USD (dist)	2.17%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.25%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.70%	Equity United States Financials	624
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	20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.64%	Equity World	93
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.28%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.68%	Equity World	54
Xtrackers MSCI World UCITS ETF 1D	0.75%	Equity World	4,852
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.24%	Equity United States Social/Environmental	10,653
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.79%	Equity United States Covered Call Alternative Investments	36
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.54%	Equity United States Growth	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.63%	Equity World Social/Environmental	554
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.60%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.43%	Equity United States	435
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.28%	Equity World Covered Call Alternative Investments	22
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.41%	Equity World Social/Environmental Climate Change	136
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.79%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.43%	Equity United States	55
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	280
UBS MSCI ACWI Universal UCITS ETF USD dis	0.60%	Equity World Social/Environmental	2,259
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.74%	Equity World	722
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.55%	Equity World Social/Environmental	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.86%	Equity United States Multi-Factor Strategy	113
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.63%	Equity World Social/Environmental	72
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	232
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.07%	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	89
UBS Core S&P 500 UCITS ETF hGBP dis	1.40%	Equity United States	66
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.31%	Equity World Dividend	3
iShares Core S&P 500 UCITS ETF USD (Dist)	1.40%	Equity United States	18,973
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.19%	Equity World Low Volatility/Risk Weighted	2,224
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.67%	Equity World Social/Environmental	61
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	1,038
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	1,148
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.29%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.41%	Equity United States Multi-Factor Strategy	41
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.03%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.76%	Equity World	2,583
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.21%	Equity World Value	6
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.86%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.74%	Equity World	13,431
UBS Core S&P 500 UCITS ETF hEUR acc	1.40%	Equity United States	192
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.60%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.78%	Equity World Social/Environmental	1,411
Invesco MSCI World Universal Screened UCITS ETF Acc	0.59%	Equity World Social/Environmental	264
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.60%	Equity World Social/Environmental	67
UBS Core MSCI World UCITS ETF hGBP dis	0.75%	Equity World	104
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.60%	Equity World Social/Environmental	1,407
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.54%	Equity United States Growth	332
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	86
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.55%	Equity World Social/Environmental	217
Xtrackers MSCI USA UCITS ETF 1C	1.06%	Equity United States	11,053
UBS Core MSCI World UCITS ETF hEUR acc	0.75%	Equity World	799
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.04%	Equity United States	186
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	0.97%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.15%	Equity World Social/Environmental	255
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.74%	Equity World	1,159
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.69%	Equity World Social/Environmental	432
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.04%	Equity United States	605
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	27
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	83
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.95%	Equity United States Large Cap	30
Amundi Core MSCI World UCITS ETF Acc	0.75%	Equity World	13,850
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.63%	Equity World Social/Environmental	5,485
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.14%	Equity World Financials Social/Environmental	124
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.24%	Equity United States Social/Environmental	32
UBS Core MSCI USA UCITS ETF hGBP acc	1.04%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	882
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.67%	Equity United States Social/Environmental Climate Change	9
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	0.75%	Equity World	455
iShares Core MSCI World UCITS ETF USD (Acc)	0.74%	Equity World	122,331
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.40%	Equity United States	2,081
iShares Core S&P 500 UCITS ETF USD (Acc)	1.40%	Equity United States	129,556
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	96
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	117
L&G US Equity UCITS ETF	1.10%	Equity United States Social/Environmental	1,310
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.74%	Equity World	774
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.75%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.55%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	1.04%	Equity United States	1,264
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.69%	Equity World	22,449
UBS MSCI USA Universal UCITS ETF USD acc	1.07%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.91%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.64%	Equity World	13,799
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.91%	Equity World Social/Environmental	417
iShares MSCI USA UCITS ETF (Acc)	1.04%	Equity United States	4,273
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.29%	Equity World Social/Environmental Climate Change	701
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	235
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.71%	Equity United States Social/Environmental	4
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.37%	Equity World Social/Environmental	607
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.37%	Equity World Social/Environmental	254
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.53%	Equity United States Social/Environmental	104
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.84%	Equity United States Value Climate Change	4
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.67%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	1.43%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.40%	Equity United States	1,179
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.19%	Equity World Low Volatility/Risk Weighted	158
UBS Core S&P 500 UCITS ETF hCHF acc	1.40%	Equity United States	718
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	111
L&G S&P 100 UCITS ETF USD Acc	1.97%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.06%	Equity United States	598
Xtrackers S&P 500 GARP UCITS ETF 1C	4.31%	Equity United States Multi-Factor Strategy	5
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.29%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.75%	Equity World	9,602
JPMorgan US Value Equity Active UCITS ETF USD (acc)	2.17%	Equity United States Value	70
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.41%	Equity World Social/Environmental Climate Change	264
iShares Core MSCI World UCITS ETF USD (Dist)	0.74%	Equity World	742
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	9,907
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.91%	Equity United States Social/Environmental	2,690
Invesco RAFI All-World Fundamental Value UCITS ETF	0.92%	Equity World Value	233
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.61%	Equity World Social/Environmental Multi-Asset Strategy	140
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.55%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	12
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.74%	Equity United States Large Cap	9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.68%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	1.05%	Equity United States	3,009
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.95%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.11%	Equity United States Fundamental/Quality	212
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.76%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.67%	Equity World	2,085
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.43%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.75%	Equity World	1,444
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.63%	Equity World Social/Environmental	28
Vanguard FTSE Developed World UCITS ETF Acc	0.71%	Equity World	5,559
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.70%	Equity United States	221
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.63%	Equity World Social/Environmental	1,716
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	969
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	476
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.69%	Equity World Social/Environmental	518
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.56%	Equity World	6,058
iShares Edge MSCI USA Quality Factor UCITS ETF	2.11%	Equity United States Fundamental/Quality	1,521
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.28%	Equity World Covered Call Alternative Investments	1,234
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.89%	Equity United States Low Volatility/Risk Weighted	28
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.11%	Equity United States Social/Environmental	1,439
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.41%	Equity United States	295
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.41%	Equity United States	18,097
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.70%	Equity United States	30
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.74%	Equity World	16,795
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.94%	Equity United States Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.56%	Equity World	145
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	226
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.45%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.71%	Equity World	4,006
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.91%	Equity United States Value	832
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.31%	Equity North America	2,663
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.79%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.54%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.79%	Equity United States Covered Call Alternative Investments	361
UBS MSCI World Mega Cap UCITS ETF USD acc	1.78%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.60%	Equity World Social/Environmental	661
HSBC S&P 500 UCITS ETF USD	1.41%	Equity United States	8,469
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	66
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,292
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.04%	Equity United States	706
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.75%	Equity World	412
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.74%	Equity World	317
Xtrackers MSCI World Screened UCITS ETF 1D	0.82%	Equity World Social/Environmental	136
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.76%	Equity World	160
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.70%	Equity World Social/Environmental	5,848
Invesco FTSE All-World UCITS ETF Acc	0.68%	Equity World	3,443
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.84%	Equity United States Value Climate Change	18
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	0.72%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.40%	Equity United States	29,112
UBS Core MSCI USA UCITS ETF USD acc	1.04%	Equity United States	2,716
iShares MSCI World Screened UCITS ETF USD (Dist)	0.81%	Equity World Social/Environmental	1,141
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.61%	Equity World Social/Environmental Multi-Asset Strategy	53
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	341
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.81%	Equity United States Social/Environmental	7,896
HSBC MSCI World UCITS ETF CHF hedged	0.74%	Equity World	63
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.67%	Equity World Social/Environmental	14
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	2.91%	Equity United States Large Cap	70
iShares MSCI World Screened UCITS ETF USD (Acc)	0.81%	Equity World Social/Environmental	5,243
Amundi Core MSCI World UCITS ETF USD Dist	0.75%	Equity World	1,578
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	18
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.60%	Equity World Social/Environmental	273
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.71%	Equity World Social/Environmental	2,722
Amundi Core MSCI USA UCITS ETF Dist	1.03%	Equity United States	1,051
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.05%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.42%	Equity United States	21
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.68%	Equity World Low Volatility/Risk Weighted	189
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.41%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.05%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.60%	Equity World Social/Environmental	113
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.66%	Equity United States Value	530
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.31%	Equity North America	2,873
L&G Global Brands UCITS ETF USD Acc	3.32%	Equity World Fundamental/Quality Moat	42
Xtrackers S&P 500 UCITS ETF 4C	1.43%	Equity United States	1,330
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.24%	Equity United States Social/Environmental	1,137
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.63%	Equity World Social/Environmental	874
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.19%	Equity World Low Volatility/Risk Weighted	58
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.13%	Equity United States Social/Environmental	179
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.89%	Equity United States Low Volatility/Risk Weighted	1,439
iShares MSCI World UCITS ETF (Dist)	0.75%	Equity World	8,048
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	2.17%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.39%	Equity United States Multi-Factor Strategy	63
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.74%	Equity World	1,732
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.40%	Equity United States	1,349
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.41%	Equity United States	2,403
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.40%	Equity United States	8,478
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.11%	Equity United States Fundamental/Quality	396
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.69%	Equity World	42,582
HSBC MSCI World UCITS ETF USD (Acc)	0.74%	Equity World	1,895
Xtrackers MSCI USA UCITS ETF 1D	1.06%	Equity United States	279
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.37%	Equity World Social/Environmental	4,261
iShares MSCI North America UCITS ETF	0.99%	Equity North America	1,237
Franklin US Mega Cap 100 UCITS ETF Acc	1.44%	Equity United States Large Cap	91
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	119
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.24%	Equity United States Social/Environmental	65
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.75%	Equity World	50
Invesco Global Enhanced Equity UCITS ETF Acc	0.71%	Equity World Multi-Factor Strategy	700
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.40%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.70%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.75%	Equity World	56
iShares MSCI ACWI UCITS ETF USD (Acc)	0.66%	Equity World	29,341
HSBC S&P 500 UCITS ETF USD (Acc)	1.41%	Equity United States	639
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	571
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.40%	Equity United States	45,028
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.86%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.64%	Equity World	1,614
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.55%	Equity World Social/Environmental	27
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,957
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.44%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	8.84%	Equity United States Financials	649
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.74%	Equity World	5,246
Xtrackers FTSE All-World UCITS ETF 1C	0.87%	Equity World	35
Invesco FTSE All-World UCITS ETF Dist	0.68%	Equity World	255
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.89%	Equity United States Low Volatility/Risk Weighted	126
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.40%	Equity United States	78
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	100
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.41%	Equity United States Multi-Factor Strategy	140
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.43%	Equity United States	60
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.11%	Equity United States Social/Environmental	15,218
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	124
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.84%	Equity United States Value Climate Change	124
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.69%	Equity World Social/Environmental	103
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.07%	Equity United States Low Volatility/Risk Weighted	119
Amundi Prime Global UCITS ETF Dist	0.76%	Equity World	1,550
Xtrackers MSCI World UCITS ETF 1C	0.75%	Equity World	19,393
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.71%	Equity United States Social/Environmental	3
iShares World Equity High Income UCITS ETF USD (Acc)	0.65%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	66
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.74%	Equity World	530
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.61%	Equity World Social/Environmental Multi-Asset Strategy	1,812
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)	1.70%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.40%	Equity United States	1,671
Amundi Prime All Country World UCITS ETF Dist	0.67%	Equity World	4,384
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.42%	Equity United States Social/Environmental	495
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.81%	Equity World Social/Environmental	97
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.81%	Equity United States Social/Environmental	415
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.60%	Equity World Social/Environmental	1,294
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.11%	Equity United States Social/Environmental	700
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	0.20%	Equity United States Low Volatility/Risk Weighted	86
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.06%	Equity United States	349
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.95%	Equity United States Social/Environmental	1,137
Xtrackers MSCI World Financials UCITS ETF 1C	4.74%	Equity World Financials	802
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.79%	Equity United States Technology Covered Call Alternative Investments	3
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.66%	Equity United States Financials	1,966
Franklin Core US Enhanced Equity UCITS ETF Acc	0.55%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.68%	Equity World	58
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.94%	Equity United States Social/Environmental	271
Invesco US Enhanced Equity UCITS ETF Acc	1.42%	Equity United States Multi-Factor Strategy	91
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.19%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.91%	Equity United States Large Cap	489
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.43%	Equity United States	647
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.60%	Equity United States Social/Environmental Multi-Asset Strategy	1,360
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.81%	Equity United States Value	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.41%	Equity United States	8
UBS MSCI USA UCITS ETF USD dis	1.04%	Equity United States	497

Performance

Returns overview

YTD	-2.46%
1 month	+2.86%
3 months	-1.68%
6 months	-2.45%
1 year	+0.31%
3 years	+35.05%
5 years	+78.34%
Since inception (MAX)	+266.73%
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).