Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

888,459 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	888,459 m
EPS, EUR	27.51
P/B ratio	1.4
P/E ratio	15.4
Dividend yield	0.00%

Income statement (2025)

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

What ETF is Berkshire Hathaway, Inc. in?

There are 299 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	0.95%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	17
UBS Core MSCI World UCITS ETF hCHF acc	0.82%	Equity World	832
Xtrackers MSCI USA Screened UCITS ETF 1C	1.24%	Equity United States Social/Environmental	359
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.93%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	670
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	38
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,085
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	1.20%	Equity World	145
State Street SPDR MSCI World Financials UCITS ETF USD	4.99%	Equity World Financials	263
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.15%	Equity United States	2
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	60
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.31%	Equity United States Social/Environmental	13,180
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	23
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.16%	Equity United States	49
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.57%	Equity United States	12,056
UBS Core MSCI World UCITS ETF USD dis	0.82%	Equity World	1,344
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.31%	Equity United States Social/Environmental	1,372
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	36
iShares MSCI ACWI UCITS ETF USD (Dist)	0.71%	Equity World	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.78%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	2.19%	Equity United States Value	458
Amundi Core MSCI USA UCITS ETF Acc	1.15%	Equity United States	2,637
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.32%	Equity United States Social/Environmental	1,026
Franklin U.S. Equity UCITS ETF	1.01%	Equity United States Multi-Factor Strategy	55
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.47%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.43%	Equity World Social/Environmental	229
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	369
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	460
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.32%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.56%	Equity United States Social/Environmental	39
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.02%	Equity United States Social/Environmental	24
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.19%	Equity World Low Volatility/Risk Weighted	673
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.77%	Equity World Multi-Factor Strategy	2
JPMorgan Active US Value UCITS ETF USD (dist)	2.49%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.28%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	12.59%	Equity United States Financials	542
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	19
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.70%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.27%	Equity World Covered Call Alternative Investments	91
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.73%	Equity World	39
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,083
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.32%	Equity United States Social/Environmental	8,793
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.86%	Equity United States Covered Call Alternative Investments	34
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.54%	Equity United States Growth	9
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.69%	Equity World Social/Environmental	456
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.56%	Equity United States	472
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	1.27%	Equity World Covered Call Alternative Investments	13
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental Climate Change	124
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.86%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.56%	Equity United States	48
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	230
UBS MSCI ACWI Universal UCITS ETF USD dis	0.66%	Equity World Social/Environmental	2,040
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.81%	Equity World	540
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.62%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.95%	Equity United States Multi-Factor Strategy	97
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.69%	Equity World Social/Environmental	86
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	206
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.09%	Equity United States Low Volatility/Risk Weighted	107
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	72
UBS Core S&P 500 UCITS ETF hGBP dis	1.56%	Equity United States	54
iShares Core S&P 500 UCITS ETF USD (Dist)	1.56%	Equity United States	16,494
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	56
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	2,522
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.71%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,022
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	926
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.40%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.33%	Equity United States Multi-Factor Strategy	36
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.15%	Equity United States	0
Amundi Prime Global UCITS ETF Acc	0.82%	Equity World	1,453
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.95%	Equity United States Multi-Factor Strategy	25
HSBC MSCI World UCITS ETF USD	0.81%	Equity World	11,950
UBS Core S&P 500 UCITS ETF hEUR acc	1.56%	Equity United States	147
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.81%	Equity World Social/Environmental	940
Invesco MSCI World Universal Screened UCITS ETF Acc	0.64%	Equity World Social/Environmental	208
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.66%	Equity World Social/Environmental	44
UBS Core MSCI World UCITS ETF hGBP dis	0.82%	Equity World	87
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.66%	Equity World Social/Environmental	1,289
JPMorgan Active US Growth UCITS ETF USD (acc)	0.54%	Equity United States Growth	333
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.62%	Equity World Social/Environmental	168
Xtrackers MSCI USA UCITS ETF 1C	1.16%	Equity United States	9,129
UBS Core MSCI World UCITS ETF hEUR acc	0.82%	Equity World	502
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.16%	Equity United States	168
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.04%	Equity World	16
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.19%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.81%	Equity World	913
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.74%	Equity World Social/Environmental	405
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.16%	Equity United States	480
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	25
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.56%	Equity United States	5
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.99%	Equity United States Large Cap	35
Amundi Core MSCI World UCITS ETF Acc	0.81%	Equity World	11,926
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.69%	Equity World Social/Environmental	4,886
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.52%	Equity World Financials Social/Environmental	110
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	1.32%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	1.16%	Equity United States	36
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	721
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.73%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.82%	Equity World	403
iShares Core MSCI World UCITS ETF USD (Acc)	0.81%	Equity World	107,614
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.56%	Equity United States	1,796
iShares Core S&P 500 UCITS ETF USD (Acc)	1.56%	Equity United States	110,499
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	77
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	147
L&G US Equity UCITS ETF	1.19%	Equity United States Social/Environmental	1,053
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.81%	Equity World	633
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.81%	Equity World	53
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.62%	Equity World Social/Environmental	51
UBS Core MSCI USA UCITS ETF USD dis	1.16%	Equity United States	1,099
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.73%	Equity World	18,905
UBS MSCI USA Universal UCITS ETF USD acc	1.20%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.02%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.70%	Equity World	8,355
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.98%	Equity World Social/Environmental	346
iShares MSCI USA UCITS ETF (Acc)	1.15%	Equity United States	3,318
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.46%	Equity World Social/Environmental Climate Change	305
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.28%	Equity World Multi-Factor Strategy	209
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	692
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	211
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.47%	Equity United States Social/Environmental	-
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.98%	Equity United States Value Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	1.56%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.56%	Equity United States	1,080
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	200
UBS Core S&P 500 UCITS ETF hCHF acc	1.56%	Equity United States	532
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	91
L&G S&P 100 UCITS ETF USD Acc	2.18%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.16%	Equity United States	469
Xtrackers S&P 500 GARP UCITS ETF 1C	4.61%	Equity United States Multi-Factor Strategy	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	1.40%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.82%	Equity World	7,016
JPMorgan Active US Value UCITS ETF USD (acc)	2.49%	Equity United States Value	61
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental Climate Change	309
iShares Core MSCI World UCITS ETF USD (Dist)	0.81%	Equity World	495
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	9,060
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.02%	Equity United States Social/Environmental	2,574
Invesco FTSE RAFI All World 3000 UCITS ETF	0.68%	Equity World Fundamental/Quality	182
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	134
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.62%	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	10
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.73%	Equity World	16
UBS MSCI USA NSL UCITS ETF USD acc	1.17%	Equity United States	2,627
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.93%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.29%	Equity United States Fundamental/Quality	314
Amundi Prime All Country World UCITS ETF Acc	0.72%	Equity World	1,216
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	0.82%	Equity World	1,291
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.69%	Equity World Social/Environmental	22
Vanguard FTSE Developed World UCITS ETF Acc	0.77%	Equity World	4,937
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.89%	Equity United States	274
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.69%	Equity World Social/Environmental	1,538
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	780
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	408
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.74%	Equity World Social/Environmental	411
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.61%	Equity World	4,396
iShares Edge MSCI USA Quality Factor UCITS ETF	2.27%	Equity United States Fundamental/Quality	1,441
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.27%	Equity World Covered Call Alternative Investments	1,208
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	2.01%	Equity United States Low Volatility/Risk Weighted	34
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.24%	Equity United States Social/Environmental	1,224
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	242
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.57%	Equity United States	15,099
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.81%	Equity World	14,371
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.61%	Equity World	87
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	277
Vanguard FTSE Developed World UCITS ETF Distributing	0.77%	Equity World	3,425
Invesco FTSE RAFI US 1000 UCITS ETF	1.44%	Equity United States Fundamental/Quality	611
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.47%	Equity North America	2,172
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.86%	Equity United States Covered Call Alternative Investments	14
JPMorgan Active US Growth UCITS ETF USD (dist)	0.54%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.86%	Equity United States Covered Call Alternative Investments	305
UBS MSCI World Mega Cap UCITS ETF USD acc	2.18%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.66%	Equity World Social/Environmental	612
HSBC S&P 500 UCITS ETF USD	1.58%	Equity United States	7,025
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	79
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,463
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.16%	Equity United States	627
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	341
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.81%	Equity World	246
Xtrackers MSCI World Screened UCITS ETF 1D	0.88%	Equity World Social/Environmental	113
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.78%	Equity World Social/Environmental	4,335
Invesco FTSE All-World UCITS ETF Acc	0.73%	Equity World	2,432
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.98%	Equity United States Value Climate Change	16
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.76%	Equity World Social/Environmental Climate Change	19
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.57%	Equity United States	25,762
UBS Core MSCI USA UCITS ETF USD acc	1.16%	Equity United States	2,193
iShares MSCI World Screened UCITS ETF USD (Dist)	0.88%	Equity World Social/Environmental	972
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	42
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	300
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.31%	Equity United States Social/Environmental	6,938
HSBC MSCI World UCITS ETF CHF hedged	0.81%	Equity World	70
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.71%	Equity World Social/Environmental	14
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.33%	Equity United States Large Cap	29
iShares MSCI World Screened UCITS ETF USD (Acc)	0.88%	Equity World Social/Environmental	4,343
Amundi Core MSCI World UCITS ETF USD Dist	0.81%	Equity World	1,337
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.66%	Equity World Social/Environmental	262
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental	475
Amundi Core MSCI USA UCITS ETF Dist	1.15%	Equity United States	893
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.56%	Equity United States	18
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	228
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	8
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.66%	Equity World Social/Environmental	98
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.89%	Equity United States Value	391
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.47%	Equity North America	2,449
L&G Global Brands UCITS ETF USD Acc	4.14%	Equity World Fundamental/Quality Moat	41
Xtrackers S&P 500 UCITS ETF 4C	1.56%	Equity United States	1,048
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.32%	Equity United States Social/Environmental	951
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.69%	Equity World Social/Environmental	752
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.24%	Equity United States Social/Environmental	71
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	64
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	2.01%	Equity United States Low Volatility/Risk Weighted	1,341
iShares MSCI World UCITS ETF (Dist)	0.81%	Equity World	7,078
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	2.49%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.71%	Equity United States Multi-Factor Strategy	55
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.81%	Equity World	1,524
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.57%	Equity United States	1,179
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.57%	Equity United States	2,053
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.56%	Equity United States	7,534
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.27%	Equity United States Fundamental/Quality	270
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.73%	Equity World	31,086
HSBC MSCI World UCITS ETF USD (Acc)	0.81%	Equity World	1,511
Xtrackers MSCI USA UCITS ETF 1D	1.16%	Equity United States	237
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	3,680
iShares MSCI North America UCITS ETF	1.10%	Equity North America	1,175
Franklin US Mega Cap 100 UCITS ETF Acc	1.60%	Equity United States Large Cap	88
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	1
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.32%	Equity United States Social/Environmental	54
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.82%	Equity World	41
Invesco Global Enhanced Equity UCITS ETF Acc	0.77%	Equity World Multi-Factor Strategy	455
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.57%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.78%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.82%	Equity World	40
iShares MSCI ACWI UCITS ETF USD (Acc)	0.71%	Equity World	22,529
HSBC S&P 500 UCITS ETF USD (Acc)	1.58%	Equity United States	426
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	367
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.57%	Equity United States	39,555
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.95%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.70%	Equity World	1,054
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.62%	Equity World Social/Environmental	16
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,032
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.87%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	9.20%	Equity United States Financials	638
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.81%	Equity World	4,483
Invesco FTSE All-World UCITS ETF Dist	0.73%	Equity World	194
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.01%	Equity United States Low Volatility/Risk Weighted	96
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.57%	Equity United States	69
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.09%	Equity World Private Equity	8
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	94
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	93
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.56%	Equity United States	52
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.24%	Equity United States Social/Environmental	13,369
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.29%	Equity World Dividend	109
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.98%	Equity United States Value Climate Change	192
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.74%	Equity World Social/Environmental	90
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.09%	Equity United States Low Volatility/Risk Weighted	20
Amundi Prime Global UCITS ETF Dist	0.82%	Equity World	1,132
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	16,299
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.77%	Equity World Multi-Factor Strategy	7
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.56%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.43%	Equity World Social/Environmental	17
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.82%	Equity World	455
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	1,392
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)	1.89%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.56%	Equity United States	1,275
Amundi Prime All Country World UCITS ETF Dist	0.72%	Equity World	3,439
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.56%	Equity United States Social/Environmental	153
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.88%	Equity World Social/Environmental	83
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.66%	Equity World Social/Environmental	1,143
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.31%	Equity United States Social/Environmental	427
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.24%	Equity United States Social/Environmental	653
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	4
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.21%	Equity United States Low Volatility/Risk Weighted	93
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.16%	Equity United States	291
Xtrackers MSCI World Financials UCITS ETF 1C	4.89%	Equity World Financials	721
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.86%	Equity United States Technology Covered Call Alternative Investments	1
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.24%	Equity United States Financials	1,886
Franklin Core US Enhanced Equity UCITS ETF Acc	0.61%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.73%	Equity World	32
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.90%	Equity United States	236
Invesco US Enhanced Equity UCITS ETF Acc	1.59%	Equity United States Multi-Factor Strategy	58
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.18%	Equity World Low Volatility/Risk Weighted	16
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.33%	Equity United States Large Cap	362
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.56%	Equity United States	556
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	942
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.58%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	1.16%	Equity United States	449

Performance

Returns overview

YTD	-2.98%
1 month	-3.98%
3 months	-2.98%
6 months	-2.67%
1 year	-12.83%
3 years	+44.01%
5 years	+92.60%
Since inception (MAX)	+264.80%
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).