Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

923,680 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

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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	923,680 m
EPS, EUR	28.33
P/B ratio	1.6
P/E ratio	16.1
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	343,380 m
Net income, EUR	82,274 m
Profit margin	23.96%

What ETF is Berkshire Hathaway, Inc. in?

There are 277 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	0.88%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.78%	Equity World	696
Xtrackers MSCI USA Screened UCITS ETF 1C	1.24%	Equity United States Social/Environmental	226
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.81%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	671
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	725
SPDR MSCI World Financials UCITS ETF	4.85%	Equity World Financials	298
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	13,281
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.07%	Equity United States	47
SPDR S&P 500 UCITS ETF (Acc)	1.50%	Equity United States	11,480
UBS Core MSCI World UCITS ETF USD dis	0.78%	Equity World	1,302
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.30%	Equity United States Social/Environmental	1,662
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.70%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.81%	Equity World Social/Environmental	64
UBS MSCI USA Value UCITS ETF USD dis	2.45%	Equity United States Value	431
Amundi Core MSCI USA UCITS ETF Acc	1.13%	Equity United States	2,661
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	1.47%	Equity United States Social/Environmental	1,048
Franklin U.S. Equity UCITS ETF	1.07%	Equity United States Multi-Factor Strategy	58
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.36%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.48%	Equity World Social/Environmental	156
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	311
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.98%	Equity United States Multi-Factor Strategy	153
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	350
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	1.47%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.32%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.96%	Equity United States Social/Environmental	34
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	1.20%	Equity World Low Volatility/Risk Weighted	653
JPMorgan Active US Value UCITS ETF USD (dist)	1.33%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.28%	Equity World Multi-Factor Strategy	0
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.68%	Equity United States Financials	793
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	21
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.69%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.31%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.72%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,464
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	1.47%	Equity United States Social/Environmental	8,939
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.86%	Equity United States Covered Call Alternative Investments	24
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.18%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.72%	Equity World Social/Environmental	435
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.60%	Equity United States	571
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.43%	Equity World Social/Environmental Climate Change	131
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.60%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	207
UBS MSCI ACWI Universal UCITS ETF USD dis	0.64%	Equity World Social/Environmental	1,877
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	677
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.65%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.88%	Equity United States Multi-Factor Strategy	93
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.72%	Equity World Social/Environmental	322
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	186
SPDR S&P 500 Low Volatility UCITS ETF	1.11%	Equity United States Low Volatility/Risk Weighted	91
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	1.49%	Equity United States	62
iShares Core S&P 500 UCITS ETF USD (Dist)	1.51%	Equity United States	17,351
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	2,224
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	641
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	867
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.36%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.34%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.83%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.88%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.78%	Equity World	12,534
UBS Core S&P 500 UCITS ETF hEUR acc	1.49%	Equity United States	256
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	1
L&G Global Equity UCITS ETF	0.85%	Equity World Social/Environmental	940
Invesco MSCI World Universal Screened UCITS ETF Acc	0.62%	Equity World Social/Environmental	204
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.64%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.78%	Equity World	93
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.64%	Equity World Social/Environmental	1,377
JPMorgan Active US Growth UCITS ETF USD (acc)	0.18%	Equity United States Growth	354
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.65%	Equity World Social/Environmental	164
Xtrackers MSCI USA UCITS ETF 1C	1.15%	Equity United States	9,099
UBS Core MSCI World UCITS ETF hEUR acc	0.78%	Equity World	306
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.07%	Equity United States	325
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.12%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.16%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.79%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.72%	Equity World Social/Environmental	113
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.07%	Equity United States	468
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	19
Amundi Core MSCI World UCITS ETF Acc	0.82%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.72%	Equity World Social/Environmental	5,126
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.72%	Equity World Financials Social/Environmental	539
UBS Core MSCI USA UCITS ETF hGBP acc	1.07%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	663
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.86%	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	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.82%	Equity World	395
iShares Core MSCI World UCITS ETF USD (Acc)	0.79%	Equity World	108,749
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.51%	Equity United States	2,968
iShares Core S&P 500 UCITS ETF USD (Acc)	1.51%	Equity United States	114,171
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	71
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.51%	Equity United States	89
L&G US Equity UCITS ETF	1.18%	Equity United States Social/Environmental	999
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	667
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.82%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.65%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	1.07%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.70%	Equity World	18,720
UBS MSCI USA Universal UCITS ETF USD acc	1.11%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.96%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.69%	Equity World	7,209
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 1C	0.96%	Equity World	200
iShares MSCI USA UCITS ETF (Acc)	1.09%	Equity United States	2,750
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.48%	Equity World Social/Environmental Climate Change	305
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.28%	Equity World Multi-Factor Strategy	187
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	963
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.69%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	1.60%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.49%	Equity United States	1,049
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	175
UBS Core S&P 500 UCITS ETF hCHF acc	1.49%	Equity United States	400
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	87
L&G S&P 100 UCITS ETF USD Acc	2.20%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.15%	Equity United States	529
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	1.36%	Equity United States Buffer Alternative Investments	6
UBS Core MSCI World UCITS ETF USD acc	0.78%	Equity World	5,440
JPMorgan Active US Value UCITS ETF USD (acc)	1.33%	Equity United States Value	60
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.43%	Equity World Social/Environmental Climate Change	424
iShares Core MSCI World UCITS ETF USD (Dist)	0.79%	Equity World	507
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,333
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.96%	Equity United States Social/Environmental	2,807
Invesco FTSE RAFI All World 3000 UCITS ETF	0.72%	Equity World Fundamental/Quality	138
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	188
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.65%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.97%	Equity United States Large Cap	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.72%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	1.09%	Equity United States	2,771
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.81%	Equity United States Low Volatility/Risk Weighted	5
Amundi Prime All Country World UCITS ETF Acc	0.73%	Equity World	814
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.78%	Equity World	1,339
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.72%	Equity World Social/Environmental	17
Vanguard FTSE Developed World UCITS ETF Acc	0.77%	Equity World	4,770
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.86%	Equity United States	322
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.72%	Equity World Social/Environmental	1,910
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	788
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	368
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.72%	Equity World Social/Environmental	392
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.58%	Equity World	3,934
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.31%	Equity World Covered Call Alternative Investments	1,132
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	57
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.16%	Equity United States Social/Environmental	1,343
Franklin S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	1.50%	Equity United States	15,096
SPDR MSCI World UCITS ETF	0.78%	Equity World	13,776
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.58%	Equity World	71
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	58
Vanguard FTSE Developed World UCITS ETF Distributing	0.77%	Equity World	3,479
Invesco FTSE RAFI US 1000 UCITS ETF	1.46%	Equity United States Fundamental/Quality	569
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.40%	Equity North America	2,107
JPMorgan Active US Growth UCITS ETF USD (dist)	0.18%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.86%	Equity United States Covered Call Alternative Investments	223
UBS MSCI World Mega Cap UCITS ETF USD acc	1.91%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.64%	Equity World Social/Environmental	784
HSBC S&P 500 UCITS ETF USD	1.50%	Equity United States	7,030
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	44
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,091
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.07%	Equity United States	489
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	319
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.78%	Equity World	247
Xtrackers MSCI World Screened UCITS ETF 1D	0.90%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.81%	Equity World Social/Environmental	4,919
Invesco FTSE All-World UCITS ETF Acc	0.72%	Equity World	2,141
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.69%	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	0.80%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.50%	Equity United States	25,501
UBS Core MSCI USA UCITS ETF USD acc	1.07%	Equity United States	2,044
iShares MSCI World Screened UCITS ETF USD (Dist)	0.85%	Equity World Social/Environmental	945
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	279
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental	7,038
HSBC MSCI World UCITS ETF CHF hedged	0.78%	Equity World	51
iShares MSCI World Screened UCITS ETF USD (Acc)	0.85%	Equity World Social/Environmental	4,481
Amundi Core MSCI World UCITS ETF USD Dist	0.82%	Equity World	1,309
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.64%	Equity World Social/Environmental	288
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.76%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	1.13%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.57%	Equity United States	7
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.43%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.64%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	3.03%	Equity United States Value	240
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.40%	Equity North America	2,472
L&G Global Brands UCITS ETF USD Acc	3.82%	Equity World Fundamental/Quality Moat	51
Xtrackers S&P 500 UCITS ETF 4C	1.60%	Equity United States	907
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	1.47%	Equity United States Social/Environmental	933
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.72%	Equity World Social/Environmental	793
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.24%	Equity United States Social/Environmental	14
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.17%	Equity World Low Volatility/Risk Weighted	72
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.91%	Equity United States Low Volatility/Risk Weighted	1,238
iShares MSCI World UCITS ETF (Dist)	0.79%	Equity World	7,353
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.33%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.77%	Equity United States Multi-Factor Strategy	55
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.79%	Equity World	1,529
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.53%	Equity United States	1,233
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.52%	Equity United States	7,980
SPDR S&P 500 EUR Hedged UCITS ETF	1.50%	Equity United States	2,441
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.70%	Equity World	26,864
HSBC MSCI World UCITS ETF USD (Acc)	0.78%	Equity World	1,443
Xtrackers MSCI USA UCITS ETF 1D	1.15%	Equity United States	248
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,419
iShares MSCI North America UCITS ETF	1.04%	Equity North America	1,088
Franklin US Mega Cap 100 UCITS ETF Acc	1.60%	Equity United States Large Cap	95
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.51%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	1.47%	Equity United States Social/Environmental	55
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.82%	Equity World	37
Invesco Global Enhanced Equity UCITS ETF Acc	0.71%	Equity World Multi-Factor Strategy	267
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.48%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.81%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.78%	Equity World	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.70%	Equity World	21,475
HSBC S&P 500 UCITS ETF USD (Acc)	1.50%	Equity United States	454
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	623
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.50%	Equity United States	42,606
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.88%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.69%	Equity World	969
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.65%	Equity World Social/Environmental	4
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,230
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.51%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	8.79%	Equity United States Financials	845
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.79%	Equity World	4,845
Invesco FTSE All-World UCITS ETF Dist	0.72%	Equity World	182
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	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	85
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.34%	Equity United States Multi-Factor Strategy	88
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.60%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.16%	Equity United States Social/Environmental	13,933
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.29%	Equity World Dividend	124
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.69%	Equity United States Value Climate Change	153
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.11%	Equity United States Low Volatility/Risk Weighted	19
Amundi Prime Global UCITS ETF Dist	0.83%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	16,210
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.32%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.48%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	40
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.80%	Equity World	455
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	1,030
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.86%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.49%	Equity United States	898
Amundi Prime All Country World UCITS ETF Dist	0.73%	Equity World	2,634
Xtrackers US Equity Enhanced Active UCITS ETF 1C 1C	1.73%	Equity United States	142
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.85%	Equity World Social/Environmental	83
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.64%	Equity World Social/Environmental	1,194
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.30%	Equity United States Social/Environmental	523
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.16%	Equity United States Social/Environmental	927
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	1
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.20%	Equity United States Low Volatility/Risk Weighted	118
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.15%	Equity United States	268
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.95%	Equity United States Social/Environmental	1,317
Xtrackers MSCI World Financials UCITS ETF 1C	5.01%	Equity World Financials	2,565
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.70%	Equity United States Financials	2,114
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.72%	Equity World	15
Invesco US Enhanced Equity UCITS ETF Acc	1.53%	Equity United States Multi-Factor Strategy	49
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.17%	Equity World Low Volatility/Risk Weighted	17
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.04%	Equity United States Large Cap	322
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.60%	Equity United States	522
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.65%	Equity United States Social/Environmental Multi-Asset Strategy	999
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.50%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	1.08%	Equity United States	448

Performance

Returns overview

YTD	-0.61%
1 month	-2.54%
3 months	-0.52%
6 months	+4.26%
1 year	+0.95%
3 years	+40.67%
5 years	+120.09%
Since inception (MAX)	+273.71%
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).