Constellation Brands

ISIN US21036P1084

WKN 871918

Market cap (in EUR)

20,582 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

2.92%

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Overview

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Description

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

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Consumer Non-Cyclicals Food and Tobacco Production Food and Beverage Production United States

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Financials

Key metrics

Market capitalisation, EUR	20,582 m
EPS, EUR	6.23
P/B ratio	3.2
P/E ratio	20.3
Dividend yield	2.92%

Income statement (2024)

Revenue, EUR	9,506 m
Net income, EUR	-76 m
Profit margin	-0.80%

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What ETF is Constellation Brands in?

There are 255 ETFs which contain Constellation Brands. All of these ETFs are listed in the table below. The ETF with the largest weighting of Constellation Brands is the VanEck Morningstar US ESG Wide Moat UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.09%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	213
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.38%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	669
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity United States Social/Environmental	13,326
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR (D)	0.53%	Equity World Consumer Staples Social/Environmental	14
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	48
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.05%	Equity United States Social/Environmental	535
SPDR S&P 500 UCITS ETF (Acc)	0.03%	Equity United States	11,438
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,287
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Social/Environmental	1,656
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.07%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.07%	Equity United States Value	428
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,653
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	309
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	153
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	348
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	34
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	320
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.06%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	32
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	157
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	575
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	131
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	206
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,866
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.20%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	700
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.09%	Equity United States Multi-Factor Strategy	93
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.09%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	6,396
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.07%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	62
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	17,364
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	475
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.05%	Equity World Low Volatility/Risk Weighted Climate Change	59
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	635
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	864
iShares S&P 500 Consumer Staples Sector UCITS ETF	0.67%	Equity United States Consumer Staples	525
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.05%	Equity United States Social/Environmental	14
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	269
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.09%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,514
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	257
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	939
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	1,391
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,442
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	203
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	47
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D	0.74%	Equity United States Consumer Staples	128
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,375
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	64
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental Climate Change	457
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,121
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	328
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	962
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	16
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	472
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	56
VanEck Morningstar US ESG Wide Moat UCITS ETF A	2.42%	Equity United States Moat	327
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	662
SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	0.69%	Equity United States Consumer Staples	207
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.14%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	108,583
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	0
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,966
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	114,310
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	71
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	89
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,001
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	665
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	318
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.02%	Equity United States Social/Environmental Climate Change	34
Amundi S&P Global Consumer Staples ESG UCITS ETF DR EUR (A)	0.53%	Equity World Consumer Staples Social/Environmental	135
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,562
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.05%	Equity United States Social/Environmental	926
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.03%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,755
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	957
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.05%	Equity World Low Volatility/Risk Weighted Climate Change	4
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.04%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,050
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	398
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	527
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.03%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	5,308
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.05%	Equity United States Social/Environmental	319
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Mid Cap	258
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	425
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	506
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	7,308
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,811
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	0.47%	Equity United States Sector Strategy Value Climate Change	11
Invesco FTSE RAFI All World 3000 UCITS ETF	0.04%	Equity World Fundamental/Quality	136
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	2,773
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.38%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	814
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.04%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,337
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,742
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	322
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	370
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	383
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.05%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,911
VanEck Morningstar US Wide Moat UCITS ETF A	2.00%	Equity United States Equal Weighted Moat	37
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,347
Franklin S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.03%	Equity United States	15,166
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	0.14%	Equity World Consumer Staples	94
SPDR MSCI World UCITS ETF	0.02%	Equity World	13,733
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	56
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	70
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,479
Invesco FTSE RAFI US 1000 UCITS ETF	0.05%	Equity United States Fundamental/Quality	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,108
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	782
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	7,042
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	42
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,048
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.05%	Equity United States Social/Environmental	1,690
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	477
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	245
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,892
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,119
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,053
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	25,377
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	943
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	133
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	280
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity United States Social/Environmental	7,053
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	50
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Mid Cap	337
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,309
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,481
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	133
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.17%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	7
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	5
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity United States Social/Environmental Climate Change	152
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	238
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,478
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	0.48%	Equity World Consumer Staples	717
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	909
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,356
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,523
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,241
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	7,994
SPDR S&P 500 EUR Hedged UCITS ETF	0.03%	Equity United States	2,423
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	26,469
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,439
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	4,421
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,090
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	0
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.05%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	3
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.05%	Equity United States Social/Environmental	535
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,254
HSBC S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	455
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.09%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	42,491
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	959
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	0.47%	Equity United States Sector Strategy Value Climate Change	5
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	3,217
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	770
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,849
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	180
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.05%	Equity United States Social/Environmental	51
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13,897
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	62
SPDR MSCI World Consumer Staples UCITS ETF	0.45%	Equity World Consumer Staples	111
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	118
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,002
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	456
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	390
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	894
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,634
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	28
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States Social/Environmental	520
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	83
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	931
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.17%	Equity North America Social/Environmental Climate Change	43
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.04%	Equity United States Social/Environmental	1,319
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	264
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	15
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	520
Franklin US Dividend Tilt UCITS ETF (Dis)	0.01%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	449
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	5

Performance

Returns overview

YTD	-41.39%
1 month	+1.03%
3 months	+5.80%
6 months	-14.57%
1 year	-42.92%
3 years	-46.53%
5 years	-35.87%
Since inception (MAX)	+40.96%
2024	-7.60%
2023	-2.35%
2022	+5.08%
2021	+15.47%

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).