Eversource Energy

ISIN US30040W1080

WKN A14NE5

Market cap (in EUR)

21,922 m

Country

United States

Sector

Utilities

Dividend yield

4.46%

Overview

Quote

Description

Eversource Energy engages in the generation, transmission, and distribution of natural gas and electricity. It operates through the following segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, Water Distribution, and Other. The Electric Distribution segment distributes electricity to retail customers. The Electric Transmission segment owns and maintains transmission facilities through CL&P, NSTAR Electric, PSNH, and WMECO. The Natural Gas Distribution segment transmits and distributes natural gas to retail customers. The Water Distribution segment operates five separate regulated water utilities in Connecticut, Massachusetts, and New Hampshire. The company was founded on July 1, 1966, and is headquartered in Springfield, MA.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	21,922 m
EPS, EUR	4.03
P/B ratio	1.6
P/E ratio	14.6
Dividend yield	4.46%

Income statement (2025)

Revenue, EUR	12,008 m
Net income, EUR	1,500 m
Profit margin	12.49%

What ETF is Eversource Energy in?

There are 369 ETFs which contain Eversource Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Eversource Energy is the Xtrackers Global Infrastructure ESG UCITS ETF 1C.

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	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	966
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	574
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.52%	Equity United States Low Volatility/Risk Weighted	34
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.31%	Equity World Value	420
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	719
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.11%	Equity United States Social/Environmental Climate Change	314
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,221
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	43
Xtrackers MSCI World Value UCITS ETF 1C	0.09%	Equity World Value	4,435
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.42%	Equity United States Value	186
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	14,190
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	53
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	27
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.50%	Equity United States Social/Environmental	55
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.05%	Equity World Low Volatility/Risk Weighted	227
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	0.26%	Equity World Infrastructure Multi-Asset Strategy	1,267
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	51
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	829
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	200
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.07%	Equity United States Social/Environmental	514
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.04%	Equity United States	14,770
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.70%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,776
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	3.58%	Equity World Utilities Social/Environmental	11
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.35%	Equity United States Equal Weighted	961
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	1.83%	Equity United States Utilities	988
CT QR Series Global Equity Active UCITS ETF USD Dist	0.11%	Equity World Fundamental/Quality	-
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.25%	Equity United States Social/Environmental	1,547
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	39
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	5
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.68%	Equity United States Dividend	14
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	23
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	84
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.11%	Equity United States Social/Environmental Climate Change	383
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	1,386
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	470
Amundi Core MSCI USA UCITS ETF Acc	0.05%	Equity United States	3,175
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity United States Social/Environmental	990
iShares World Equity High Income UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	338
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	362
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	581
iShares Global Infrastructure UCITS ETF USD (Dist)	0.80%	Equity World Infrastructure	2,008
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	710
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity United States Social/Environmental	46
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.08%	Equity United States Social/Environmental	29
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,755
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.26%	Equity World Value Climate Change	487
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.14%	Equity World Dividend	20
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.07%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	92
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	48
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity United States Social/Environmental	9,840
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.35%	Equity United States Equal Weighted	1,256
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	428
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.21%	Equity United States Social/Environmental Climate Change	20
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	252
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	55
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,255
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.24%	Equity United States Social/Environmental Climate Change	2,021
WisdomTree Megatrends UCITS ETF USD	0.06%	Equity World Social/Environmental Innovation	48
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	724
WisdomTree US Equity Income UCITS ETF Acc	0.70%	Equity United States Dividend	82
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	14
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.09%	Equity United States Multi-Factor Strategy	106
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.10%	Equity United States	27
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.09%	Equity World Value	329
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	220
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	1.76%	Equity World Utilities Social/Environmental	142
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.35%	Equity United States Equal Weighted	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	1,266
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.06%	Equity World Dividend	8,028
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	405
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.21%	Equity United States Social/Environmental Climate Change	121
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.10%	Equity World Dividend	0
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	65
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.20%	Equity World Social/Environmental	104
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.70%	Equity United States Dividend	2
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.31%	Equity United States Equal Weighted	2,141
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.50%	Equity United States Social/Environmental	395
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	18,395
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	322
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.79%	Equity United States Low Volatility/Risk Weighted	284
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	951
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	58
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.19%	Equity World Value	254
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	1,049
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.07%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.07%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.17%	Equity World Social/Environmental Climate Change	247
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.36%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.05%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,773
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	24
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.37%	Equity World Value	5
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.09%	Equity United States Multi-Factor Strategy	27
iShares Global Infrastructure UCITS ETF USD (Acc)	0.80%	Equity World Infrastructure	127
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,001
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	219
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.18%	Equity World Social/Environmental	224
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	3,993
CT QR Series Global Equity Active UCITS ETF USD Acc	0.11%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,136
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.06%	Equity World Dividend	2,191
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	240
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	41
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	100
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,423
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	325
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	78
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental Climate Change	324
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	10,433
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	808
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	191
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.19%	Equity World Mid Cap	6
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.14%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	305
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	1,671
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	286
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	0.03%	Equity World	18
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,096
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.31%	Equity United States Equal Weighted	115
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	449
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	574
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	78
iShares Edge MSCI World Value Factor UCITS ETF	0.09%	Equity World Value	6,044
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	13,335
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	442
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	7
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	802
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.19%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	118,221
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	2,144
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	1.83%	Equity United States Utilities	186
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	155
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	124,696
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	89
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	162
L&G US Equity UCITS ETF	0.05%	Equity United States Social/Environmental	1,269
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	734
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental	2,813
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	63
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	345
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	123
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,216
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	21,204
Xtrackers Global Infrastructure ESG UCITS ETF 1C	5.72%	Equity World Infrastructure Social/Environmental	13
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.07%	Equity United States Social/Environmental	911
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	489
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.08%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	10,254
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	3,892
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	61
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	36
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.17%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity World Social/Environmental	245
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	744
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.17%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.05%	Equity United States	2
Amundi S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	3,453
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,372
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,134
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	630
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	99
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	561
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	8,354
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.07%	Equity United States Social/Environmental	460
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	36
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	275
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	472
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	680
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,721
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.18%	Equity United States Dividend	47
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	2,552
Xtrackers MSCI World Utilities UCITS ETF 1C	1.11%	Equity World Utilities	767
Invesco RAFI All-World Fundamental Value UCITS ETF	0.10%	Equity World Value	198
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	177
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.98%	Equity World Social/Environmental	375
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.18%	Equity United States Dividend	3,025
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.33%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	26
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	21
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,901
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.52%	Equity United States Low Volatility/Risk Weighted	4
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental Climate Change	37
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,638
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.17%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,407
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,660
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.05%	Equity United States	211
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	434
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	477
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,131
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	30
UBS MSCI USA Selection UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	2,288
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	98
Franklin S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,409
CT QR Series US Equity Active UCITS ETF USD Acc	0.19%	Equity United States Fundamental/Quality	-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	294
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.04%	Equity United States	17,079
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	85
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	15,808
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	176
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.09%	Equity United States Social/Environmental	321
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	104
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.07%	Equity World Multi-Factor Strategy	5
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,772
WisdomTree US Equity Income UCITS ETF	0.70%	Equity United States Dividend	44
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.08%	Equity United States Value	698
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.21%	Equity United States Social/Environmental Climate Change	206
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	660
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,531
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	0.80%	Equity World Infrastructure	66
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	665
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	7,763
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.11%	Equity United States Social/Environmental Climate Change	2,011
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	69
HSBC USA Screened Equity UCITS ETF USD	0.13%	Equity United States Social/Environmental Climate Change	672
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,370
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.07%	Equity United States Social/Environmental	1,869
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.11%	Equity World Social/Environmental	114
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	737
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	291
Franklin US Dividend Tilt UCITS ETF (Acc)	0.14%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	126
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,477
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	1.76%	Equity World Utilities Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	49
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.09%	Equity United States Social/Environmental	135
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	2,992
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.18%	Equity World Social/Environmental	56
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.11%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	28,539
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,515
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,106
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	311
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	7,394
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	83
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental Climate Change	95
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	387
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,859
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,494
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	278
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	763
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	1,434
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.23%	Equity North America Social/Environmental Climate Change	418
Amundi Core MSCI USA UCITS ETF Dist	0.05%	Equity United States	1,017
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.35%	Equity United States Equal Weighted	125
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.05%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	211
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.08%	Equity United States Value	462
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,746
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	1,308
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity United States Social/Environmental	1,074
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	731
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.22%	Equity United States Value	355
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	6
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	128
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	423
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	1,207
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,824
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	86
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,709
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.21%	Equity United States Social/Environmental Climate Change	497
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,345
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	8,597
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.04%	Equity United States	2,371
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	37,131
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,758
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	270
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	195
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	3,875
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,284
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity United States Social/Environmental	61
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	1
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.20%	Equity World Social/Environmental	401
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.05%	Equity United States	4
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	0.07%	Equity United States Social/Environmental	107
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	49
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental Climate Change	62
CT QR Series US Equity Active UCITS ETF USD Dist	0.19%	Equity United States Fundamental/Quality	-
WisdomTree Renewable Energy UCITS ETF USD Unhedged Acc	0.49%	Equity World Social/Environmental Clean Energy	37
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.07%	Equity United States Social/Environmental	520
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	26,560
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	558
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	391
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.09%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	43,834
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,418
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,425
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,136
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,143
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	0.99%	Equity World Dividend	1,347
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	230
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.05%	Equity United States	78
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
iShares Edge MSCI USA Value Factor UCITS ETF	0.22%	Equity United States Value	4,273
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.36%	Equity United States Multi-Factor Strategy	101
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.07%	Equity United States Social/Environmental	55
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.10%	Equity World Dividend	116
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	14,434
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	62
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental Climate Change	204
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	104
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	156
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.24%	Equity United States Social/Environmental Climate Change	2,873
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,174
iShares World Equity High Income UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	57
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	521
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,622
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	467
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)	0.05%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.17%	Equity World Social/Environmental Climate Change	976
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.11%	Equity World Social/Environmental Catholic principles	161
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,428
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	3,946
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.25%	Equity United States Social/Environmental	423
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,247
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	96
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.20%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	770
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.23%	Equity North America Social/Environmental Climate Change	38
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.50%	Equity United States Low Volatility/Risk Weighted	86
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.12%	Equity United States Social/Environmental	1,115
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	337
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental Climate Change	324
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	30
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	264
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.17%	Equity United States Social/Environmental Climate Change	2
State Street SPDR MSCI World Utilities UCITS ETF USD	1.12%	Equity World Utilities	69
HSBC Developed World Screened Equity UCITS ETF USD	0.28%	Equity World Social/Environmental Climate Change	370
Franklin US Dividend Tilt UCITS ETF (Dis)	0.14%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	624
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	482
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	12

Performance

Returns overview

YTD	+1.16%
1 month	-0.81%
3 months	-6.45%
6 months	-9.57%
1 year	+6.66%
3 years	-18.34%
5 years	-
Since inception (MAX)	-22.76%
2025	+10.33%
2024	-7.53%
2023	-30.24%
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).