Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

921,288 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	921,288 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%

What ETF is Berkshire Hathaway, Inc. in?

There are 317 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 Franklin S&P 500 Financials UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.83%	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	0.72%	Equity World	1,066
Xtrackers MSCI USA Screened UCITS ETF 1C	1.13%	Equity United States Social/Environmental	905
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.97%	Equity United States Low Volatility/Risk Weighted	36
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	761
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,568
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.87%	Equity World Social/Environmental	262
State Street SPDR MSCI World Financials UCITS ETF USD	4.81%	Equity World Financials	280
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.01%	Equity United States	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.88%	Equity United States Social/Environmental	15,272
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.79%	Equity World Low Volatility/Risk Weighted	53
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	0.99%	Equity United States	41
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.34%	Equity United States	15,593
UBS Core MSCI World UCITS ETF USD dis	0.72%	Equity World	1,958
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.88%	Equity United States Social/Environmental	1,529
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	44
iShares MSCI ACWI UCITS ETF USD (Dist)	0.64%	Equity World	19
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.71%	Equity World Social/Environmental	83
UBS MSCI USA Value UCITS ETF USD dis	1.99%	Equity United States Value	604
Amundi Core MSCI USA UCITS ETF Acc	1.01%	Equity United States	3,784
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.19%	Equity United States Social/Environmental	1,083
Franklin U.S. Equity UCITS ETF	0.98%	Equity United States Multi-Factor Strategy	67
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.47%	Equity United States Social/Environmental	1,448
iShares World Equity High Income UCITS ETF USD (Dist)	0.52%	Equity World Social/Environmental	480
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	400
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	707
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.71%	Equity World Multi-Factor Strategy	220
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.19%	Equity United States Social/Environmental	56
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.46%	Equity United States Social/Environmental	49
Invesco MSCI USA Universal Screened UCITS ETF	0.87%	Equity United States Social/Environmental	38
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.25%	Equity World Low Volatility/Risk Weighted	1,104
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.69%	Equity World Multi-Factor Strategy	4
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.49%	Equity United States Value	17
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	11.86%	Equity United States Financials	662
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)	0.61%	Equity World	96
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.26%	Equity World Covered Call Alternative Investments	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.66%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.76%	Equity World	4,842
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.19%	Equity United States Social/Environmental	11,124
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.77%	Equity United States Covered Call Alternative Investments	36
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.47%	Equity United States Growth	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.61%	Equity World Social/Environmental	598
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.39%	Equity United States	451
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.26%	Equity World Covered Call Alternative Investments	24
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental Climate Change	140
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.77%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.39%	Equity United States	57
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	282
UBS MSCI ACWI Universal UCITS ETF USD dis	0.57%	Equity World Social/Environmental	2,252
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.74%	Equity World	785
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.56%	Equity World Social/Environmental	74
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.83%	Equity United States Multi-Factor Strategy	109
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.61%	Equity World Social/Environmental	84
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	236
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.28%	Equity United States Low Volatility/Risk Weighted	100
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	93
UBS Core S&P 500 UCITS ETF hGBP dis	1.32%	Equity United States	70
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)	1.34%	Equity United States	19,584
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	2,225
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.63%	Equity World Social/Environmental	62
Invesco S&P 500 Equal Weight UCITS ETF	0.18%	Equity United States Equal Weighted	1,068
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	1,199
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	0.39%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.01%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.75%	Equity World	2,807
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	27
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.17%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.83%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.74%	Equity World	13,780
UBS Core S&P 500 UCITS ETF hEUR acc	1.32%	Equity United States	196
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.76%	Equity World Social/Environmental	1,529
Invesco MSCI World Universal Screened UCITS ETF Acc	0.56%	Equity World Social/Environmental	258
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.57%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.72%	Equity World	110
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.57%	Equity World Social/Environmental	1,422
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.47%	Equity United States Growth	332
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	90
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.56%	Equity World Social/Environmental	220
Xtrackers MSCI USA UCITS ETF 1C	1.05%	Equity United States	11,473
UBS Core MSCI World UCITS ETF hEUR acc	0.72%	Equity World	892
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.99%	Equity United States	190
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	0.94%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.11%	Equity World Social/Environmental	262
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.73%	Equity World	1,213
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.66%	Equity World Social/Environmental	444
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.99%	Equity United States	593
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	32
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.34%	Equity United States	87
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.91%	Equity United States Large Cap	31
Amundi Core MSCI World UCITS ETF Acc	0.74%	Equity World	14,379
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.61%	Equity World Social/Environmental	5,619
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.01%	Equity World Financials Social/Environmental	123
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	1.19%	Equity United States Social/Environmental	34
UBS Core MSCI USA UCITS ETF hGBP acc	0.99%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	910
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	0.76%	Equity World	452
iShares Core MSCI World UCITS ETF USD (Acc)	0.73%	Equity World	126,076
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.34%	Equity United States	2,185
iShares Core S&P 500 UCITS ETF USD (Acc)	1.34%	Equity United States	132,712
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	101
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	2,483
L&G US Equity UCITS ETF	1.06%	Equity United States Social/Environmental	1,298
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.73%	Equity World	829
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.74%	Equity World	60
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.56%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.99%	Equity United States	1,298
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.66%	Equity World	23,039
UBS MSCI USA Universal UCITS ETF USD acc	1.02%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.87%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.61%	Equity World	14,842
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	0.90%	Equity World Social/Environmental	422
iShares MSCI USA UCITS ETF (Acc)	1.01%	Equity United States	4,415
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.21%	Equity World Social/Environmental Climate Change	719
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	237
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States Social/Environmental	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	274
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	604
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.47%	Equity United States Social/Environmental	108
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.82%	Equity United States Value Climate Change	4
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.68%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	1.39%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.32%	Equity United States	1,229
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	160
UBS Core S&P 500 UCITS ETF hCHF acc	1.32%	Equity United States	741
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	119
L&G S&P 100 UCITS ETF USD Acc	1.88%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.05%	Equity United States	638
Xtrackers S&P 500 GARP UCITS ETF 1C	4.44%	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	8
UBS Core MSCI World UCITS ETF USD acc	0.72%	Equity World	10,013
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.49%	Equity United States Value	69
iShares FTSE All-World UCITS ETF USD (Acc)	0.81%	Equity World	26
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.39%	Equity World Social/Environmental Climate Change	197
iShares Core MSCI World UCITS ETF USD (Dist)	0.73%	Equity World	772
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	10,587
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.87%	Equity United States Social/Environmental	2,672
Invesco RAFI All-World Fundamental Value UCITS ETF	0.90%	Equity World Value	240
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	123
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.56%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.66%	Equity United States Large Cap	10
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.66%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.99%	Equity United States	3,021
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.97%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	1.74%	Equity United States Fundamental/Quality	233
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.73%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.66%	Equity World	2,361
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.46%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.71%	Equity World	1,478
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.61%	Equity World Social/Environmental	30
Vanguard FTSE Developed World UCITS ETF Acc	0.67%	Equity World	5,765
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.62%	Equity United States	217
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.61%	Equity World Social/Environmental	1,763
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.32%	Equity World	17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	1,002
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	533
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.66%	Equity World Social/Environmental	562
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.53%	Equity World	6,547
iShares Edge MSCI USA Quality Factor UCITS ETF	1.74%	Equity United States Fundamental/Quality	1,576
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.26%	Equity World Covered Call Alternative Investments	1,237
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.82%	Equity United States Low Volatility/Risk Weighted	29
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.08%	Equity United States Social/Environmental	1,443
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.34%	Equity United States	315
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.34%	Equity United States	18,648
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.62%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.73%	Equity World	17,509
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.83%	Equity United States Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.53%	Equity World	168
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	429
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.42%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.67%	Equity World	4,127
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.83%	Equity United States Value	895
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.25%	Equity North America	2,796
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.77%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.47%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.77%	Equity United States Covered Call Alternative Investments	373
UBS MSCI World Mega Cap UCITS ETF USD acc	1.67%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.57%	Equity World Social/Environmental	650
HSBC S&P 500 UCITS ETF USD	1.34%	Equity United States	8,753
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	70
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,374
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.99%	Equity United States	738
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.76%	Equity World	435
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.73%	Equity World	336
Xtrackers MSCI World Screened UCITS ETF 1D	0.81%	Equity World Social/Environmental	137
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.73%	Equity World	143
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.71%	Equity World Social/Environmental	6,052
Invesco FTSE All-World UCITS ETF	0.66%	Equity World	3,632
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.82%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.60%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.34%	Equity United States	30,010
UBS Core MSCI USA UCITS ETF USD acc	0.99%	Equity United States	2,797
iShares MSCI World Screened UCITS ETF USD (Dist)	0.79%	Equity World Social/Environmental	1,086
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	56
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	349
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.88%	Equity United States Social/Environmental	8,087
HSBC MSCI World UCITS ETF CHF hedged	0.74%	Equity World	64
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.63%	Equity World Social/Environmental	17
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	2.73%	Equity United States Large Cap	75
iShares MSCI World Screened UCITS ETF USD (Acc)	0.79%	Equity World Social/Environmental	5,357
Amundi Core MSCI World UCITS ETF USD Dist	0.74%	Equity World	1,636
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.57%	Equity World Social/Environmental	274
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.69%	Equity World Social/Environmental	2,870
Amundi Core MSCI USA UCITS ETF Dist	1.01%	Equity United States	1,078
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.00%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.38%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.79%	Equity World Low Volatility/Risk Weighted	191
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.39%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.00%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.57%	Equity World Social/Environmental	116
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.59%	Equity United States Value	669
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.25%	Equity North America	2,930
L&G Global Brands UCITS ETF USD Acc	3.20%	Equity World Fundamental/Quality Moat	45
Xtrackers S&P 500 UCITS ETF 4C	1.39%	Equity United States	2,151
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.19%	Equity United States Social/Environmental	1,265
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.61%	Equity World Social/Environmental	911
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	59
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.13%	Equity United States Social/Environmental	213
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.82%	Equity United States Low Volatility/Risk Weighted	1,476
iShares MSCI World UCITS ETF (Dist)	0.73%	Equity World	8,179
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.49%	Equity United States Value	6
Invesco S&P 500 QVM UCITS ETF	4.17%	Equity United States Multi-Factor Strategy	59
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.73%	Equity World	1,784
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.33%	Equity United States	1,406
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.34%	Equity United States	2,482
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.33%	Equity United States	8,776
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.74%	Equity United States Fundamental/Quality	422
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.66%	Equity World	45,422
HSBC MSCI World UCITS ETF USD (Acc)	0.74%	Equity World	1,945
Xtrackers MSCI USA UCITS ETF 1D	1.05%	Equity United States	286
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	4,363
iShares MSCI North America UCITS ETF	0.97%	Equity North America	1,256
Franklin US Mega Cap 100 UCITS ETF Acc	1.39%	Equity United States Large Cap	81
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	128
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.19%	Equity United States Social/Environmental	70
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.76%	Equity World	53
Invesco Global Enhanced Equity UCITS ETF Acc	0.69%	Equity World Multi-Factor Strategy	778
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.34%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.71%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.72%	Equity World	61
iShares MSCI ACWI UCITS ETF USD (Acc)	0.64%	Equity World	30,114
HSBC S&P 500 UCITS ETF USD (Acc)	1.34%	Equity United States	652
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	594
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.34%	Equity United States	46,173
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.83%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.61%	Equity World	1,646
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.56%	Equity World Social/Environmental	28
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	4,242
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.31%	Equity United States Large Cap	2
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	12.03%	Equity United States Financials	3
Xtrackers MSCI USA Financials UCITS ETF 1D	9.11%	Equity United States Financials	685
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.73%	Equity World	5,313
Xtrackers FTSE All-World UCITS ETF 1C	0.85%	Equity World	62
Invesco FTSE All-World UCITS ETF	0.66%	Equity World	271
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.82%	Equity United States Low Volatility/Risk Weighted	128
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.34%	Equity United States	83
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.11%	Equity World Private Equity	13
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	0.39%	Equity United States Multi-Factor Strategy	138
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.39%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.08%	Equity United States Social/Environmental	15,839
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	140
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.82%	Equity United States Value Climate Change	131
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.66%	Equity World Social/Environmental	107
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.27%	Equity United States Low Volatility/Risk Weighted	121
Amundi Prime Global UCITS ETF Dist	0.75%	Equity World	1,600
Xtrackers MSCI World UCITS ETF 1C	0.76%	Equity World	20,010
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.69%	Equity World Multi-Factor Strategy	9
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.46%	Equity United States Social/Environmental	5
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.52%	Equity World Social/Environmental	19
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	70
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.73%	Equity World	551
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.63%	Equity World Social/Environmental Multi-Asset Strategy	1,750
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)	1.62%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.32%	Equity United States	1,734
Amundi Prime All Country World UCITS ETF Dist	0.66%	Equity World	4,636
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.40%	Equity United States Social/Environmental	532
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.88%	Equity United States Social/Environmental	474
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.79%	Equity World Social/Environmental	102
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.57%	Equity World Social/Environmental	1,328
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.08%	Equity United States Social/Environmental	713
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.84%	Equity United States Low Volatility/Risk Weighted	87
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	0
Franklin S&P 500 Financials UCITS ETF Acc	12.04%	Equity United States Financials	1
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.05%	Equity United States	362
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.90%	Equity United States Social/Environmental	1,083
Xtrackers MSCI World Financials UCITS ETF 1C	4.79%	Equity World Financials	838
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.77%	Equity United States Technology Covered Call Alternative Investments	4
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.81%	Equity United States Financials	2,130
Franklin Core US Enhanced Equity UCITS ETF Acc	0.54%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.66%	Equity World	63
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.83%	Equity United States Social/Environmental	350
Invesco US Enhanced Equity UCITS ETF Acc	1.36%	Equity United States Multi-Factor Strategy	124
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.18%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.73%	Equity United States Large Cap	493
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.39%	Equity United States	683
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	1,402
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.75%	Equity United States Value	2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.34%	Equity United States	9
UBS MSCI USA UCITS ETF USD dis	0.99%	Equity United States	486

Performance

Returns overview

YTD	-1.37%
1 month	-0.86%
3 months	+4.12%
6 months	-0.93%
1 year	+4.09%
3 years	+40.59%
5 years	+81.97%
Since inception (MAX)	+270.85%
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).