The Goldman Sachs Group, Inc.

ISIN US38141G1040

WKN 920332

Market cap (in EUR)

236,363 m

Country

United States

Sector

Finance

Dividend yield

1.49%

Overview

Quote

Description

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	236,363 m
EPS, EUR	45.45
P/B ratio	2.6
P/E ratio	18.3
Dividend yield	1.49%

Income statement (2025)

Revenue, EUR	94,939 m
Net income, EUR	15,225 m
Profit margin	16.04%

What ETF is The Goldman Sachs Group, Inc. in?

There are 341 ETFs which contain The Goldman Sachs Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Goldman Sachs Group, Inc. is the iShares Dow Jones Industrial Average UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.67%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.30%	Equity World	759
Xtrackers MSCI USA Screened UCITS ETF 1C	0.45%	Equity United States Social/Environmental	245
Xtrackers Portfolio UCITS ETF 1C	0.09%	Equity World Multi-Asset Strategy	681
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.43%	Equity United States Social/Environmental Climate Change	429
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	36
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	921
SPDR MSCI World Financials UCITS ETF	1.84%	Equity World Financials	295
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.53%	Equity United States Social/Environmental	13,161
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	16
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.83%	Equity United States Social/Environmental	30
Amundi MSCI USA Screened UCITS ETF Acc	0.43%	Equity United States Social/Environmental	426
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.42%	Equity United States	47
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.63%	Equity United States Social/Environmental	524
SPDR S&P 500 UCITS ETF (Acc)	0.43%	Equity United States	11,563
UBS Core MSCI World UCITS ETF USD dis	0.30%	Equity World	1,334
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.53%	Equity United States Social/Environmental	1,730
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.27%	Equity World	2
Amundi Global Gender Equality UCITS ETF Acc	0.66%	Equity World Social/Environmental Gender Equality	48
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.31%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.83%	Equity United States Value	430
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.44%	Equity United States Social/Environmental Climate Change	408
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.43%	Equity United States Social/Environmental Climate Change	1,881
Amundi Core MSCI USA UCITS ETF Acc	0.41%	Equity United States	2,717
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.29%	Equity World Social/Environmental	490
Franklin U.S. Equity UCITS ETF	0.68%	Equity United States Multi-Factor Strategy	56
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.38%	Equity United States Social/Environmental	1,074
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.54%	Equity United States Social/Environmental	1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	334
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.30%	Equity World	403
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.38%	Equity United States Social/Environmental	8
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.70%	Equity United States Social/Environmental	31
JPMorgan Active US Value UCITS ETF USD (dist)	0.78%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.33%	Equity World Multi-Factor Strategy	0
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	3.28%	Equity United States Financials	710
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	317
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.42%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.73%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.28%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.30%	Equity World	34
Xtrackers MSCI World UCITS ETF 1D	0.32%	Equity World	4,582
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.38%	Equity United States Social/Environmental	8,845
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.05%	Equity United States Covered Call Alternative Investments	25
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	1.55%	Equity United States Growth	9
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.41%	Equity United States Social/Environmental Climate Change	155
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.29%	Equity World Social/Environmental	449
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.43%	Equity United States	489
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.83%	Equity World Social/Environmental Climate Change	131
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.05%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.43%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	217
UBS MSCI ACWI Universal UCITS ETF USD dis	0.37%	Equity World Social/Environmental	1,946
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.56%	Equity United States Social/Environmental Climate Change	2,080
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.31%	Equity World	653
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.67%	Equity United States Multi-Factor Strategy	94
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	196
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	1.83%	Equity World Momentum	216
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.65%	Equity World Dividend	6,910
Xtrackers World Green Tech Innovators UCITS ETF 1C	2.65%	Equity World Social/Environmental Innovation	13
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.31%	Equity United States Multi-Factor Strategy	74
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.42%	Equity United States	64
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.32%	Equity United States Equal Weighted	1,901
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.83%	Equity United States Social/Environmental	249
iShares Core S&P 500 UCITS ETF USD (Dist)	0.43%	Equity United States	17,220
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental Climate Change	258
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.16%	Equity World Social/Environmental Climate Change	476
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	60
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.27%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	794
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.27%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.12%	Equity World Multi-Asset Strategy	904
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.63%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.33%	Equity World Social/Environmental Climate Change	267
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	2.17%	Equity World Financials Social/Environmental	120
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.45%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.30%	Equity World	1,093
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.67%	Equity United States Multi-Factor Strategy	25
HSBC MSCI World UCITS ETF USD	0.31%	Equity World	12,570
UBS Core S&P 500 UCITS ETF hEUR acc	0.42%	Equity United States	268
Amundi Russell 1000 Growth UCITS ETF Acc	0.04%	Equity United States Growth	570
L&G Global Equity UCITS ETF	0.31%	Equity World Social/Environmental	907
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.65%	Equity World Dividend	1,599
Invesco MSCI World Universal Screened UCITS ETF Acc	0.50%	Equity World Social/Environmental	207
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	1,380
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.37%	Equity World Social/Environmental	46
UBS Core MSCI World UCITS ETF hGBP dis	0.30%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.37%	Equity World Social/Environmental	1,402
JPMorgan Active US Growth UCITS ETF USD (acc)	1.55%	Equity United States Growth	360
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.12%	Equity World Multi-Asset Strategy	68
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental	172
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.48%	Equity United States Social/Environmental Climate Change	383
Xtrackers MSCI USA UCITS ETF 1C	0.41%	Equity United States	9,078
Xtrackers MSCI World Momentum ESG UCITS ETF	0.10%	Equity World Momentum	217
UBS Core MSCI World UCITS ETF hEUR acc	0.30%	Equity World	384
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.42%	Equity United States	273
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	13
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.30%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.45%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.31%	Equity World	985
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.33%	Equity World Social/Environmental	124
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.32%	Equity United States Equal Weighted	63
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.42%	Equity United States	494
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.03%	Equity United States Large Cap	23
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.44%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.30%	Equity World	12,149
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental	4,989
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	2.05%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.03%	Equity World Financials Social/Environmental	522
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.57%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.42%	Equity United States	56
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	1.14%	Equity World Momentum	3,362
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	695
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.45%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.32%	Equity World	350
iShares Core MSCI World UCITS ETF USD (Acc)	0.31%	Equity World	109,860
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.43%	Equity United States	3,003
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.57%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.43%	Equity United States	114,038
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	75
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.44%	Equity North America Social/Environmental	274
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.42%	Equity United States	112
L&G US Equity UCITS ETF	0.44%	Equity United States Social/Environmental	1,003
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.30%	Equity World	688
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.30%	Equity World	46
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.63%	Equity United States Social/Environmental	317
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.26%	Equity World Social/Environmental	51
UBS Core MSCI USA UCITS ETF USD dis	0.42%	Equity United States	1,169
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.26%	Equity World	19,056
UBS MSCI USA Universal UCITS ETF USD acc	0.66%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.63%	Equity United States Social/Environmental	960
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.70%	Equity United States Social/Environmental	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.28%	Equity World	7,670
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.24%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.77%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.72%	Equity World	309
Xtrackers MSCI World Momentum UCITS ETF 1C	1.14%	Equity World Momentum	1,607
iShares MSCI USA UCITS ETF (Acc)	0.42%	Equity United States	2,881
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental Climate Change	305
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.77%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.44%	Equity United States Social/Environmental Climate Change	11
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.33%	Equity World Multi-Factor Strategy	194
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.51%	Equity World	31
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.33%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.37%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.37%	Equity World Social/Environmental	966
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.30%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.43%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.29%	Equity World Social/Environmental	731
Amundi S&P 500 Screened UCITS ETF Acc	0.61%	Equity United States Social/Environmental	3,867
Amundi MSCI World Screened UCITS ETF Acc	0.33%	Equity World Social/Environmental	991
UBS Core S&P 500 UCITS ETF USD dis	0.42%	Equity United States	1,049
UBS Core S&P 500 UCITS ETF hCHF acc	0.42%	Equity United States	426
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	91
L&G S&P 100 UCITS ETF USD Acc	0.60%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.41%	Equity United States	544
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.33%	Equity United States Social/Environmental Climate Change	415
UBS Core MSCI World UCITS ETF USD acc	0.30%	Equity World	6,209
JPMorgan Active US Value UCITS ETF USD (acc)	0.78%	Equity United States Value	61
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.63%	Equity United States Social/Environmental	321
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental Climate Change	43
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.83%	Equity World Social/Environmental Climate Change	421
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental Climate Change	213
iShares Core MSCI World UCITS ETF USD (Dist)	0.31%	Equity World	481
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,538
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.70%	Equity United States Social/Environmental	2,777
Invesco FTSE RAFI All World 3000 UCITS ETF	0.30%	Equity World Fundamental/Quality	147
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.30%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.28%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.26%	Equity World Social/Environmental	2
Invesco Global Buyback Achievers UCITS ETF	5.10%	Equity World Buyback	125
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.71%	Equity United States Large Cap	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.30%	Equity World	6
UBS MSCI USA NSL UCITS ETF USD acc	0.42%	Equity United States	2,816
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.48%	Equity United States Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Acc	0.27%	Equity World	1,013
UBS MSCI World UCITS ETF USD dis	0.31%	Equity World	1,343
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.30%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.29%	Equity World Social/Environmental	19
Vanguard FTSE Developed World UCITS ETF Acc	0.29%	Equity World	4,896
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.52%	Equity United States	332
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental	1,845
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.06%	Equity World Multi-Factor Strategy	808
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	380
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.33%	Equity World Social/Environmental	400
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.32%	Equity World Social/Environmental Climate Change	132
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.29%	Equity World	4,194
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.85%	Equity United States Social/Environmental	10
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.45%	Equity United States Social/Environmental	1,306
Franklin S&P 500 Screened UCITS ETF Acc	0.43%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.43%	Equity United States	15,004
SPDR MSCI World UCITS ETF	0.30%	Equity World	13,871
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.29%	Equity World	77
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	142
Vanguard FTSE Developed World UCITS ETF Distributing	0.29%	Equity World	3,537
Invesco FTSE RAFI US 1000 UCITS ETF	0.70%	Equity United States Fundamental/Quality	583
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.40%	Equity North America	2,067
JPMorgan Active US Growth UCITS ETF USD (dist)	1.55%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.05%	Equity United States Covered Call Alternative Investments	2
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.05%	Equity United States Covered Call Alternative Investments	240
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.37%	Equity World Social/Environmental	804
HSBC S&P 500 UCITS ETF USD	0.43%	Equity United States	7,175
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.43%	Equity United States Social/Environmental Climate Change	2,330
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	55
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	687
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.79%	Equity World Technology Blockchain	44
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,162
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.63%	Equity United States Social/Environmental	1,726
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.42%	Equity United States	502
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.32%	Equity World	357
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.30%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.32%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.31%	Equity World Social/Environmental	5,118
First Trust US Momentum UCITS ETF Class A Accumulation	1.83%	Equity United States Momentum	71
Invesco FTSE All-World UCITS ETF Acc	0.30%	Equity World	2,243
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.32%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.43%	Equity United States	25,752
UBS Core MSCI USA UCITS ETF USD acc	0.42%	Equity United States	2,170
iShares MSCI World Screened UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	952
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental Climate Change	130
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	284
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.53%	Equity United States Social/Environmental	6,992
HSBC MSCI World UCITS ETF CHF hedged	0.31%	Equity World	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.27%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	108
iShares MSCI World Screened UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	4,902
Amundi Core MSCI World UCITS ETF USD Dist	0.30%	Equity World	1,363
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.37%	Equity World Social/Environmental	290
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.30%	Equity World Social/Environmental	143
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.52%	Equity North America Social/Environmental Climate Change	576
Amundi Core MSCI USA UCITS ETF Dist	0.41%	Equity United States	887
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.42%	Equity United States	6
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.83%	Equity World Social/Environmental Climate Change	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.37%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.78%	Equity United States Value	337
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.40%	Equity North America	2,474
Xtrackers S&P 500 UCITS ETF 4C	0.43%	Equity United States	931
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.38%	Equity United States Social/Environmental	940
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental	831
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.45%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.61%	Equity United States Social/Environmental	1,246
iShares MSCI World UCITS ETF (Dist)	0.30%	Equity World	7,372
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.78%	Equity United States Value	4
VanEck World Equal Weight Screened UCITS ETF A	0.53%	Equity World Equal Weighted	1,210
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.27%	Equity United States Multi-Factor Strategy	72
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.31%	Equity World	1,564
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.43%	Equity United States	1,271
SPDR S&P 500 EUR Hedged UCITS ETF	0.43%	Equity United States	2,335
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.42%	Equity United States	8,076
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.26%	Equity World	28,535
iShares Dow Jones Industrial Average UCITS ETF (Acc)	10.63%	Equity United States	1,425
HSBC MSCI World UCITS ETF USD (Acc)	0.31%	Equity World	1,473
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	2.17%	Equity World Financials Social/Environmental	565
Xtrackers MSCI USA UCITS ETF 1D	0.41%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.17%	Equity World Multi-Factor Strategy	157
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.37%	Equity World Social/Environmental	4,313
iShares MSCI North America UCITS ETF	0.41%	Equity North America	1,091
Franklin US Mega Cap 100 UCITS ETF Acc	0.59%	Equity United States Large Cap	90
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.42%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.38%	Equity United States Social/Environmental	58
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.32%	Equity World	41
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.37%	Equity World Social/Environmental	403
Invesco Global Enhanced Equity UCITS ETF Acc	0.60%	Equity World Multi-Factor Strategy	333
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.43%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.31%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	2.70%	Equity World Financials Social/Environmental	4
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.04%	Equity United States Growth	580
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.63%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.30%	Equity World	38
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.53%	Equity World Social/Environmental Multi-Asset Strategy	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.63%	Equity United States Social/Environmental	516
iShares MSCI ACWI UCITS ETF USD (Acc)	0.27%	Equity World	22,084
HSBC S&P 500 UCITS ETF USD (Acc)	0.43%	Equity United States	420
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.23%	Equity World Multi-Factor Strategy	628
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.67%	Equity United States Multi-Factor Strategy	32
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.43%	Equity United States	41,971
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.28%	Equity World	1,027
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental	10
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.17%	Equity World Multi-Factor Strategy	869
Xtrackers MSCI USA Financials UCITS ETF 1D	3.26%	Equity United States Financials	799
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.31%	Equity World	4,914
Invesco FTSE All-World UCITS ETF Dist	0.30%	Equity World	193
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.43%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	89
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.63%	Equity United States Social/Environmental	50
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.45%	Equity United States Multi-Factor Strategy	86
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.73%	Equity World Dividend	125
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.45%	Equity United States Social/Environmental	13,694
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.43%	Equity United States	64
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.63%	Equity United States Social/Environmental	125
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.56%	Equity United States Social/Environmental Climate Change	3,037
Amundi Prime Global UCITS ETF Dist	0.30%	Equity World	1,123
Xtrackers MSCI World UCITS ETF 1C	0.32%	Equity World	16,437
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.60%	Equity World Multi-Factor Strategy	1
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.34%	Equity World Social/Environmental Multi-Asset Strategy	42
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.30%	Equity World	480
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	15
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.63%	Equity United States Social/Environmental	392
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.52%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	1,093
UBS Core S&P 500 UCITS ETF USD acc	0.42%	Equity United States	1,342
Amundi Prime All Country World UCITS ETF Dist	0.27%	Equity World	2,854
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	33
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.92%	Equity United States	158
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.59%	Equity World Social/Environmental	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.53%	Equity United States Social/Environmental	538
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.37%	Equity World Social/Environmental	1,193
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.33%	Equity World Social/Environmental	85
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.45%	Equity United States Social/Environmental	924
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.52%	Equity North America Social/Environmental Climate Change	40
iShares Edge MSCI USA Momentum Factor UCITS ETF	2.05%	Equity United States Momentum	490
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	3
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.48%	Equity United States Social/Environmental	1,352
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.41%	Equity United States	285
Xtrackers MSCI World Financials UCITS ETF 1C	1.84%	Equity World Financials	2,472
iShares S&P 500 Financials Sector UCITS ETF (Acc)	3.27%	Equity United States Financials	2,056
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.30%	Equity World	17
Invesco US Enhanced Equity UCITS ETF Acc	0.70%	Equity United States Multi-Factor Strategy	51
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.30%	Equity United States Social/Environmental Climate Change	1
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	246
Franklin US Dividend Tilt UCITS ETF (Dis)	0.56%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.43%	Equity United States	540
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.43%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.42%	Equity United States	445

Performance

Returns overview

YTD	+3.15%
1 month	+3.15%
3 months	+13.72%
6 months	+23.67%
1 year	+31.33%
3 years	+134.98%
5 years	+244.51%
Since inception (MAX)	+471.61%
2025	+46.45%
2024	+49.02%
2023	+6.92%
2022	-0.66%

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).