EMCOR Group

ISIN US29084Q1004

WKN 898814

Market cap (in EUR)

31,731 m

Country

United States

Sector

Industrials

Dividend yield

0.16%

Overview

Quote

Description

EMCOR Group, Inc. engages in the provision of electrical and mechanical construction, and facilities services. It operates through the following segments: United States Electrical Construction and Facilities Services, United States Mechanical Construction and Facilities Services, United States Building Services, United States Industrial Services, and United Kingdom Building Services. The United States Electrical Construction and Facilities Services segment offers systems for electrical power transmission and distribution. The United States Mechanical Construction and Facilities Services segment is involved in systems for heating, ventilation, air conditioning, refrigeration, and clean-room process ventilation. The United States Building Services segment is composed of operations which provide a portfolio of services needed to support the operation and maintenance of customers' facilities. The United States Industrial Services segment covers operations which provide industrial maintenance and services. The United Kingdom Building Services segment consists of commercial and government site-based operations and maintenance, and facility maintenance and services. The company was founded in 1987 and is headquartered in Norwalk, CT.

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Industrials Industrial Services Facilities and Construction Services United States

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Financials

Key metrics

Market capitalisation, EUR	31,731 m
EPS, EUR	25.79
P/B ratio	9.5
P/E ratio	27.7
Dividend yield	0.16%

Income statement (2025)

Revenue, EUR	15,057 m
Net income, EUR	1,128 m
Profit margin	7.49%

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Capital at risk

What ETF is EMCOR Group in?

There are 363 ETFs which contain EMCOR Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of EMCOR Group is the First Trust Growth Strength UCITS ETF Class A USD ACC.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.18%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.09%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	1,000
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	766
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	746
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,371
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.04%	Equity World Social/Environmental	221
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.20%	Equity World Fundamental/Quality	4,748
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.59%	Equity United States Value	173
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	14,860
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.06%	Equity United States Social/Environmental	54
Amundi MSCI USA Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	968
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.07%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.12%	Equity United States Social/Environmental	203
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States	15,319
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,857
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.02%	Equity World Fundamental/Quality	12
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.54%	Equity United States Large Cap	131
CT QR Series Global Equity Active UCITS ETF USD Dist	0.16%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	24
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,555
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	12
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	88
Amundi Core MSCI USA UCITS ETF Acc	0.07%	Equity United States	3,605
Franklin U.S. Equity UCITS ETF	0.22%	Equity United States Multi-Factor Strategy	66
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity United States Social/Environmental	1,045
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.11%	Equity United States Fundamental/Quality	35
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.24%	Equity United States Equal Weighted	387
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.54%	Equity United States Multi-Factor Strategy	134
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	657
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	733
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity United States Social/Environmental	50
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.11%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,796
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.12%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	93
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.44%	Equity World Momentum Climate Change	534
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,839
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,184
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity United States Social/Environmental	10,576
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.28%	Equity United States Social/Environmental	21
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	559
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.63%	Equity United States Fundamental/Quality Climate Change	40
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	440
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.29%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	276
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	13
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	2,255
Xtrackers MSCI World Quality UCITS ETF 1C	0.19%	Equity World Fundamental/Quality	2,535
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	748
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,081
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.18%	Equity United States Multi-Factor Strategy	111
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	72
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.02%	Equity World Fundamental/Quality	3
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.17%	Equity United States	130
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.20%	Equity World Social/Environmental Climate Change	1,293
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.45%	Equity World Momentum	213
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	412
Xtrackers MSCI World Industrials UCITS ETF 1C	0.37%	Equity World Industrials	850
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.29%	Equity United States Social/Environmental Climate Change	108
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.35%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	67
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.63%	Equity United States Fundamental/Quality Climate Change	850
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	106
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	18,977
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	414
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	62
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.21%	Equity United States Equal Weighted	1,015
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	61
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	265
Rize USA Environmental Impact UCITS ETF USD Acc	1.32%	Equity United States Social/Environmental Climate Change	7
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	180
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.50%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.07%	Equity United States	1
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.63%	Equity United States Fundamental/Quality Climate Change	49
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.53%	Equity World Industrials Social/Environmental	108
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	26
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.18%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,425
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	229
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.19%	Equity World Social/Environmental	240
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.21%	Equity World Social/Environmental Climate Change	4,170
CT QR Series Global Equity Active UCITS ETF USD Acc	0.16%	Equity World Fundamental/Quality	-
Amundi Russell 1000 Growth UCITS ETF Acc	0.04%	Equity United States Growth	555
Invesco MSCI World Universal Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental	259
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.02%	Equity World Fundamental/Quality	226
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	68
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.73%	Equity United States Industrials	804
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	105
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,428
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.20%	Equity World Social/Environmental Climate Change	344
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	218
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.22%	Equity United States Social/Environmental Climate Change	329
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	10,998
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	818
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.07%	Equity United States	190
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.32%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.20%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	313
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	1,777
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.10%	Equity World Social/Environmental	1,080
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	292
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	1,163
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	431
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	24
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.07%	Equity United States	590
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	88
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	13,799
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,523
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.26%	Equity United States Momentum	14
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.12%	Equity United States Social/Environmental	459
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	30
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.01%	Equity United States Social/Environmental	33
UBS Core MSCI USA UCITS ETF hGBP acc	0.07%	Equity United States	35
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.15%	Equity World Momentum	4,627
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	459
iShares Core MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	122,110
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.07%	Equity World Fundamental/Quality	4
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	2,125
State Street SPDR MSCI USA Value UCITS ETF USD	0.43%	Equity United States Value	199
ODDO BHF US Equity Active UCITS ETF (Acc)	0.24%	Equity United States Social/Environmental	83
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	128,997
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	96
Invesco S&P 500 Quality UCITS ETF Dist	0.46%	Equity United States Fundamental/Quality	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.05%	Equity United States	116
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	780
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.19%	Equity World Social/Environmental	3,017
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	62
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	58
UBS Core MSCI USA UCITS ETF USD dis	0.07%	Equity United States	1,262
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	22,432
UBS MSCI USA Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental Climate Change	486
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.11%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	633
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	13,628
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.39%	Equity World Social/Environmental	416
Xtrackers MSCI World Momentum UCITS ETF 1C	0.14%	Equity World Momentum	1,948
iShares MSCI USA UCITS ETF (Acc)	0.07%	Equity United States	4,197
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	3
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	819
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	259
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	39
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.12%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.63%	Equity United States Fundamental/Quality Climate Change	41
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.64%	Equity United States Value Climate Change	4
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.04%	Equity World	12
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	1.19%	Equity United States Dividend	1
Xtrackers S&P 500 UCITS ETF 4D	0.07%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,529
Xtrackers MSCI USA ESG UCITS ETF 1C	0.14%	Equity United States Social/Environmental	7,648
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,174
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	749
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	614
Xtrackers S&P 500 GARP UCITS ETF 1C	0.51%	Equity United States Multi-Factor Strategy	5
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	9,209
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.02%	Equity United States Social/Environmental Climate Change	357
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.20%	Equity World Social/Environmental	126
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.43%	Equity United States Mid Cap	253
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	748
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	9,620
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental	2,645
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	151
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	4
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental	27
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	0.07%	Equity United States	3,002
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.22%	Equity United States Social/Environmental Climate Change	20
First Trust Growth Strength UCITS ETF Class A USD ACC	2.21%	Equity United States Multi-Factor Strategy Moat	1
HSBC MSCI USA Quality UCITS ETF USD	0.41%	Equity United States Fundamental/Quality	211
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	78
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.12%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	27
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,444
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,520
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.08%	Equity United States	183
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,681
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	477
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	512
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	5,868
iShares Edge MSCI USA Quality Factor UCITS ETF	0.35%	Equity United States Fundamental/Quality	1,498
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.16%	Equity World Social/Environmental Climate Change	38
UBS MSCI USA Selection UCITS ETF USD acc	0.12%	Equity United States Social/Environmental	2,342
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.15%	Equity World Social/Environmental Catholic principles	104
Franklin S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,441
CT QR Series US Equity Active UCITS ETF USD Acc	0.17%	Equity United States Fundamental/Quality	-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	300
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.06%	Equity United States	17,998
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	90
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.08%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.05%	Equity World	16,589
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	2.06%	Equity United States Infrastructure	622
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	228
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.19%	Equity United States Social/Environmental	0
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.12%	Equity United States Social/Environmental	329
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	138
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,016
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.08%	Equity World Islamic Investing	46
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.29%	Equity United States Social/Environmental Climate Change	252
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	709
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,640
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	669
iShares MSCI World SRI UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental	1,583
HSBC S&P 500 UCITS ETF USD	0.07%	Equity United States	8,466
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	66
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,280
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.20%	Equity World Social/Environmental	62
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.14%	Equity World Social/Environmental	113
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.07%	Equity United States	693
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	419
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	320
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	138
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	158
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,840
First Trust US Momentum UCITS ETF Class A USD ACC	0.30%	Equity United States Momentum	82
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	95
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.16%	Equity World Social/Environmental Climate Change	46
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.12%	Equity United States Social/Environmental	139
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	3,358
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	44
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.64%	Equity United States Value Climate Change	19
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.44%	Equity World Fundamental/Quality	178
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.19%	Equity World Social/Environmental	59
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.07%	Equity United States	2,637
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	28,652
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,142
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.14%	Equity United States Social/Environmental	259
State Street SPDR MSCI World Industrials UCITS ETF USD	0.39%	Equity World Industrials	191
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	335
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	54
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,738
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.10%	Equity World Social/Environmental	20
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.17%	Equity World Mid Cap	381
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	5,235
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,558
Invesco S&P 500 Quality UCITS ETF Acc	0.46%	Equity United States Fundamental/Quality	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	277
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental Climate Change	805
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,700
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.09%	Equity North America Social/Environmental Climate Change	441
Amundi Core MSCI USA UCITS ETF Dist	0.07%	Equity United States	1,052
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.06%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.07%	Equity United States	21
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.20%	Equity World Social/Environmental	280
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.06%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	113
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.08%	Equity United States Value	512
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,869
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	1,327
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	879
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity United States Social/Environmental	1,129
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	712
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.67%	Equity United States Industrials	273
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	171
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.16%	Equity World Social/Environmental Climate Change	496
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	8,086
Invesco S&P 500 QVM UCITS ETF	0.42%	Equity United States Multi-Factor Strategy	66
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.20%	Equity World Social/Environmental	6,858
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,768
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.29%	Equity United States Social/Environmental Climate Change	531
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,361
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	8,663
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.06%	Equity United States	2,446
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.35%	Equity United States Fundamental/Quality	334
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	41,854
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,880
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	277
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	208
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,339
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,226
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.05%	Equity United States	96
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	51
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Equity United States Social/Environmental	65
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	397
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	642
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.28%	Equity United States Social/Environmental	11
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.06%	Equity United States	3
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.04%	Equity United States Growth	1,006
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	55
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	1.19%	Equity United States Dividend	321
CT QR Series US Equity Active UCITS ETF USD Dist	0.17%	Equity United States Fundamental/Quality	-
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,092
HSBC S&P 500 UCITS ETF USD (Acc)	0.07%	Equity United States	636
iShares S&P 500 Industrials Sector UCITS ETF	0.73%	Equity United States Industrials	632
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.16%	Equity World Social/Environmental Climate Change	384
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.18%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	45,075
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,586
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	27
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	3,940
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	1,268
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.28%	Equity United States Social/Environmental	2,781
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,282
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.08%	Equity World Islamic Investing	964
Xtrackers FTSE All-World UCITS ETF 1C	0.04%	Equity World	30
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	255
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.06%	Equity United States	78
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.28%	Equity United States Social/Environmental	235
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.50%	Equity United States Multi-Factor Strategy	119
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.35%	Equity World Dividend	124
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	15,446
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	67
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.64%	Equity United States Value Climate Change	134
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.20%	Equity World Social/Environmental Climate Change	216
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	105
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2,904
Xtrackers MSCI USA ESG UCITS ETF 1D	0.14%	Equity United States Social/Environmental	307
UBS MSCI USA Selection UCITS ETF hEUR acc	0.12%	Equity United States Social/Environmental	0
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	2.06%	Equity United States Infrastructure	30
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,310
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	536
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1,823
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.08%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	1,001
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.16%	Equity World Social/Environmental Catholic principles	161
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	1,635
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.60%	Equity United States Social/Environmental	480
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,284
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	423
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	16
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	719
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.09%	Equity North America Social/Environmental Climate Change	39
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.26%	Equity United States Momentum	617
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.08%	Equity United States Social/Environmental	1,151
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	354
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.44%	Equity World Fundamental/Quality	62
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.20%	Equity World Social/Environmental Climate Change	337
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	60
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	30
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.19%	Equity United States Social/Environmental	271
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.12%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.28%	Equity United States Social/Environmental	340
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	659
UBS MSCI USA UCITS ETF USD dis	0.07%	Equity United States	495
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.07%	Equity United States	12

Performance

Returns overview

YTD	+31.07%
1 month	-11.43%
3 months	+13.09%
6 months	+26.08%
1 year	+73.65%
3 years	+335.16%
5 years	-
Since inception (MAX)	+370.03%
2025	+27.95%
2024	+112.15%
2023	+36.92%
2022	-

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).