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The Goldman Sachs Group, Inc.

ISIN US38141G1040

WKN 920332

Market cap (in EUR)

184,981 m

Country

United States

Sector

Finance

Dividend yield

1.70%

Overview

Quote

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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	184,981 m
EPS, EUR	40.14
P/B ratio	2.0
P/E ratio	16.4
Dividend yield	1.70%

Income statement (2024)

Revenue, EUR	117,249 m
Net income, EUR	13,198 m
Profit margin	11.26%

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

There are 313 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	0.58%	Equity United States Multi-Factor Strategy	7
UBS Core MSCI World UCITS ETF hCHF acc	0.26%	Equity World	396
Xtrackers MSCI USA Screened UCITS ETF 1C	0.40%	Equity United States Social/Environmental	142
Deka MSCI USA Climate Change ESG UCITS ETF	0.37%	Equity United States Social/Environmental Climate Change	666
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.21%	Equity United States Social/Environmental Climate Change	432
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	402
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.13%	Equity World Social/Environmental Climate Change	8
SPDR MSCI World Financials UCITS ETF	1.51%	Equity World Financials	271
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.50%	Equity United States Social/Environmental	9,762
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.97%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.36%	Equity United States	49
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.55%	Equity United States Social/Environmental	482
SPDR S&P 500 UCITS ETF (Acc)	0.37%	Equity United States	8,490
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	926
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.50%	Equity United States Social/Environmental	571
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	20
Amundi Global Gender Equality UCITS ETF Acc	0.79%	Equity World Social/Environmental Gender Equality	52
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.26%	Equity World Social/Environmental	43
Deka MSCI World Climate Change ESG UCITS ETF	0.25%	Equity World Social/Environmental Climate Change	1,210
UBS MSCI USA Value UCITS ETF USD dis	0.78%	Equity United States Value	450
Amundi MSCI USA UCITS ETF Acc	0.37%	Equity United States	1,567
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.22%	Equity United States Social/Environmental Climate Change	474
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.21%	Equity United States Social/Environmental Climate Change	1,961
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing Shares	0.24%	Equity World Social/Environmental	439
Franklin U.S. Equity UCITS ETF	1.02%	Equity United States Multi-Factor Strategy	34
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.50%	Equity United States Social/Environmental	384
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	592
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.38%	Equity United States	763
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.50%	Equity United States Social/Environmental	4
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.32%	Equity United States Social/Environmental	32
JPMorgan Active US Value UCITS ETF USD (dist)	0.61%	Equity United States Value	5
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	2.61%	Equity United States Financials	710
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	297
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.24%	Equity World	60
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.21%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.26%	Equity World	4,083
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.50%	Equity United States Social/Environmental	9,173
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.07%	Equity United States Alternative Investments	6
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	1.18%	Equity United States Growth	3
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.40%	Equity United States Social/Environmental Climate Change	154
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.35%	Equity World Social/Environmental	390
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.07%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.06%	Equity United States Fundamental/Quality	32
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.37%	Equity United States	532
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.89%	Equity World Social/Environmental Climate Change	135
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.02%	Equity United States Multi-Factor Strategy Climate Change	21
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.37%	Equity United States	37
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	168
UBS MSCI ACWI Universal UCITS ETF USD dis	0.22%	Equity World Social/Environmental	1,953
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.43%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.27%	Equity World	418
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.58%	Equity United States Multi-Factor Strategy	86
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.35%	Equity World Social/Environmental	275
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.83%	Equity United States	39
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.54%	Equity World Dividend	5,295
Xtrackers World Green Tech Innovators UCITS ETF 1C	2.18%	Equity World Social/Environmental Innovation	11
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	27
UBS Core S&P 500 UCITS ETF hGBP dis	0.37%	Equity United States	48
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.06%	Equity United States Fundamental/Quality	858
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.34%	Equity United States Equal Weighted	2,356
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.97%	Equity United States Social/Environmental	151
iShares Core S&P 500 UCITS ETF USD (Dist)	0.38%	Equity United States	16,487
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental Climate Change	260
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	478
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.02%	Equity United States Multi-Factor Strategy Climate Change	4
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	725
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.23%	Equity United States Multi-Factor Strategy	2
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.55%	Equity United States Social/Environmental	17
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.07%	Equity United States Social/Environmental Climate Change	366
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.20%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.79%	Equity World Financials Social/Environmental	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.47%	Equity United States Multi-Factor Strategy	38
Amundi Prime Global UCITS ETF Acc	0.27%	Equity World	820
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.06%	Equity United States Fundamental/Quality	46
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.58%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.27%	Equity World	10,694
UBS Core S&P 500 UCITS ETF hEUR acc	0.37%	Equity United States	94
Amundi Russell 1000 Growth UCITS ETF Acc	0.18%	Equity United States Growth	569
L&G Global Equity UCITS ETF	0.28%	Equity World Social/Environmental	648
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.54%	Equity World Dividend	1,085
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	230
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.22%	Equity World Social/Environmental	50
UBS Core MSCI World UCITS ETF hGBP dis	0.26%	Equity World	65
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental	1,200
JPMorgan Active US Growth UCITS ETF USD (acc)	1.18%	Equity United States Growth	250
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental	20
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.22%	Equity United States Social/Environmental Climate Change	585
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.07%	Equity United States Social/Environmental Climate Change	23
Xtrackers MSCI USA UCITS ETF 1C	0.37%	Equity United States	8,913
Xtrackers MSCI World Momentum ESG UCITS ETF	1.08%	Equity World Momentum	96
UBS Core MSCI World UCITS ETF hEUR acc	0.26%	Equity World	127
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.36%	Equity United States	106
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.25%	Equity World	8
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.26%	Equity World	906
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	48
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.28%	Equity World Social/Environmental	103
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.36%	Equity United States	331
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	2
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing Shares	0.38%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.26%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.37%	Equity United States	339
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.35%	Equity World Social/Environmental	5,696
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.52%	Equity United States Momentum	11
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.52%	Equity World Social/Environmental Climate Change	6
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.40%	Equity World Financials Social/Environmental	143
UBS Core MSCI USA UCITS ETF hGBP acc	0.36%	Equity United States	37
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.79%	Equity World Momentum	2,629
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.41%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.26%	Equity World	451
iShares Core MSCI World UCITS ETF USD (Acc)	0.26%	Equity World	94,042
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.38%	Equity United States	2,909
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.52%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.38%	Equity United States	102,782
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating Shares	0.38%	Equity North America Social/Environmental	294
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.07%	Equity United States Social/Environmental Climate Change	164
L&G US Equity UCITS ETF	0.38%	Equity United States Social/Environmental	829
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.25%	Equity World	505
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.55%	Equity United States Social/Environmental	233
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.36%	Equity United States	1,045
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.22%	Equity World	16,671
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.39%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.55%	Equity United States Social/Environmental	685
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.32%	Equity United States Social/Environmental	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.24%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.67%	Equity United States Social/Environmental Climate Change	4
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.41%	Equity World	101
Xtrackers MSCI World Momentum UCITS ETF 1C	0.78%	Equity World Momentum	1,419
iShares MSCI USA UCITS ETF (Acc)	0.37%	Equity United States	1,869
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.67%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.39%	Equity United States Social/Environmental Climate Change	15
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.31%	Equity World Multi-Factor Strategy	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental	876
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.06%	Equity United States Fundamental/Quality	28
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating Shares	0.24%	Equity World Social/Environmental	567
Amundi S&P 500 Screened UCITS ETF Acc	0.55%	Equity United States Social/Environmental	3,924
Xtrackers MSCI World Screened UCITS ETF 1C	0.28%	Equity World Social/Environmental	67
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.13%	Equity World Social/Environmental Climate Change	5
UBS Core S&P 500 UCITS ETF USD dis	0.37%	Equity United States	738
UBS Core S&P 500 UCITS ETF hCHF acc	0.37%	Equity United States	326
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.37%	Equity United States	440
UBS Core MSCI World UCITS ETF USD acc	0.26%	Equity World	2,554
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.15%	Equity United States Social/Environmental Climate Change	630
JPMorgan Active US Value UCITS ETF USD (acc)	0.61%	Equity United States Value	38
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.55%	Equity United States Social/Environmental	228
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental Climate Change	30
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.89%	Equity World Social/Environmental Climate Change	859
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental Climate Change	125
iShares Dow Jones Industrial Average UCITS ETF (DE)	8.76%	Equity United States	277
iShares Core MSCI World UCITS ETF USD (Dist)	0.26%	Equity World	400
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	8,221
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.32%	Equity United States Social/Environmental	2,637
Invesco FTSE RAFI All World 3000 UCITS ETF	0.34%	Equity World Fundamental/Quality	87
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental	1
Franklin S&P World Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	-
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.21%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.36%	Equity United States	2,528
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.22%	Equity United States Social/Environmental Climate Change	30
Amundi Prime All Country World UCITS ETF Acc	0.23%	Equity World	229
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.97%	Equity United States Social/Environmental	303
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.35%	Equity World Social/Environmental	4
UBS MSCI World UCITS ETF USD dis	0.26%	Equity World	1,250
Vanguard FTSE Developed World UCITS ETF Acc	0.23%	Equity World	3,933
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.44%	Equity United States	-
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.35%	Equity World Social/Environmental	1,534
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	1
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.15%	Equity United States Social/Environmental Climate Change	2
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	1,237
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	396
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.28%	Equity World Social/Environmental	361
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.27%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.25%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.85%	Equity United States Social/Environmental	9
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.40%	Equity United States Social/Environmental	1,197
Franklin S&P 500 Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	-
SPDR S&P 500 UCITS ETF (Dist)	0.37%	Equity United States	13,584
SPDR MSCI World UCITS ETF	0.25%	Equity World	11,186
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.25%	Equity World	38
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	1
Deka MSCI World UCITS ETF Distribution	0.26%	Equity World	3,570
Vanguard FTSE Developed World UCITS ETF Distributing	0.23%	Equity World	3,179
Invesco FTSE RAFI US 1000 UCITS ETF	0.59%	Equity United States Fundamental/Quality	471
Vanguard FTSE North America UCITS ETF (USD) Accumulating Shares	0.34%	Equity North America	1,668
JPMorgan Active US Growth UCITS ETF USD (dist)	1.18%	Equity United States Growth	7
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.07%	Equity United States Alternative Investments	136
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental	598
HSBC S&P 500 UCITS ETF USD	0.37%	Equity United States	6,348
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.21%	Equity United States Social/Environmental Climate Change	2,210
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	35
HSBC USA SCREENED EQUITY UCITS ETF USD	0.10%	Equity United States Social/Environmental	621
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.84%	Equity World Technology Blockchain	44
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	940
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.55%	Equity United States Social/Environmental	1,647
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.36%	Equity United States	334
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.26%	Equity World	245
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.25%	Equity World	185
Xtrackers MSCI World Screened UCITS ETF 1D	0.28%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.26%	Equity World Social/Environmental	4,116
First Trust US Momentum UCITS ETF Class A Accumulation	1.30%	Equity United States Momentum	54
Invesco FTSE All-World UCITS ETF Acc	0.21%	Equity World	1,432
Xtrackers MSCI World Climate Transition UCITS ETF	0.29%	Equity World Social/Environmental Climate Change	26
Vanguard S&P 500 UCITS ETF (USD) Accumulating Shares	0.37%	Equity United States	21,522
UBS Core MSCI USA UCITS ETF USD acc	0.36%	Equity United States	1,678
iShares MSCI World Screened UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental	712
Deka S&P 500 UCITS ETF	0.38%	Equity United States	74
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	123
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	283
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.50%	Equity United States Social/Environmental	7,014
HSBC MSCI World UCITS ETF CHF hedged	0.27%	Equity World	44
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	0
iShares MSCI World Screened UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental	3,862
Amundi MSCI World UCITS ETF DR - USD (D)	0.26%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.26%	Equity World	1,456
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.22%	Equity World Social/Environmental	285
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.38%	Equity North America Social/Environmental Climate Change	526
Amundi MSCI USA UCITS ETF Dist	0.37%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	0.37%	Equity United States	5
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.98%	Equity World Social/Environmental Artificial Intelligence	161
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.89%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.22%	Equity World Social/Environmental	101
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.54%	Equity United States Value	156
Vanguard FTSE North America UCITS ETF Distributing	0.34%	Equity North America	2,151
Xtrackers S&P 500 UCITS ETF 4C	0.37%	Equity United States	280
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.50%	Equity United States Social/Environmental	846
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.35%	Equity World Social/Environmental	714
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	1.36%	Equity United States Value	94
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.40%	Equity United States Social/Environmental	3
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.55%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.26%	Equity World	6,954
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.61%	Equity United States Value	3
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	951
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.23%	Equity United States Multi-Factor Strategy	55
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.26%	Equity World	1,229
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.37%	Equity United States	1,119
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.38%	Equity United States	7,231
SPDR S&P 500 EUR Hedged UCITS ETF	0.37%	Equity United States	1,353
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.22%	Equity World	20,063
iShares Dow Jones Industrial Average UCITS ETF (Acc)	8.77%	Equity United States	1,341
Deka MSCI USA Large Cap UCITS ETF	0.42%	Equity United States Large Cap	108
HSBC MSCI World UCITS ETF USD (Acc)	0.27%	Equity World	874
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.79%	Equity World Financials Social/Environmental	521
Xtrackers MSCI USA UCITS ETF 1D	0.37%	Equity United States	229
Ossiam Bloomberg World PAB UCITS ETF 1A EUR	0.18%	Equity World Social/Environmental Climate Change	114
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.15%	Equity World Multi-Factor Strategy	97
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental	3,920
iShares MSCI North America UCITS ETF	0.35%	Equity North America	1,090
Franklin US Mega Cap 100 UCITS ETF Acc	0.52%	Equity United States Large Cap	98
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.50%	Equity United States Social/Environmental	44
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.26%	Equity World	46
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.53%	Equity World Social/Environmental	173
Invesco Global Enhanced Equity UCITS ETF Acc	0.54%	Equity World Multi-Factor Strategy	123
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.36%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.26%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	2.17%	Equity World Financials Social/Environmental	5
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.17%	Equity United States Growth	348
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.55%	Equity United States Social/Environmental	74
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	40
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.55%	Equity United States Social/Environmental	522
iShares MSCI ACWI UCITS ETF USD (Acc)	0.23%	Equity World	18,032
HSBC S&P 500 UCITS ETF USD (Acc)	0.37%	Equity United States	374
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.15%	Equity United States Social/Environmental Climate Change	9
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.58%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing Shares	0.37%	Equity United States	40,409
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental	3
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	3,356
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.15%	Equity World Multi-Factor Strategy	581
Xtrackers MSCI USA Financials UCITS ETF 1D	2.64%	Equity United States Financials	1,306
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.26%	Equity World	4,378
Invesco FTSE All-World UCITS ETF Dist	0.21%	Equity World	133
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.36%	Equity United States	37
iShares Edge MSCI USA Value Factor UCITS ETF	1.36%	Equity United States Value	1,816
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.55%	Equity United States Social/Environmental	26
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.47%	Equity United States Multi-Factor Strategy	105
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.40%	Equity United States Social/Environmental	10,642
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.37%	Equity United States	52
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.55%	Equity United States Social/Environmental	180
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.43%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.27%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.26%	Equity World	14,414
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.54%	Equity World Multi-Factor Strategy	-
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.26%	Equity World	400
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	13
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.55%	Equity United States Social/Environmental	313
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.20%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.23%	Equity World	2,193
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	14
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.50%	Equity United States Social/Environmental	139
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.50%	Equity World Social/Environmental	14
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.42%	Equity United States	83
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.28%	Equity World Social/Environmental	69
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.22%	Equity World Social/Environmental	1,089
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.53%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.40%	Equity United States Social/Environmental	261
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.38%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.52%	Equity United States Momentum	505
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	3
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.40%	Equity North America Social/Environmental	1,102
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.37%	Equity United States	227
Xtrackers MSCI World Financials UCITS ETF 1C	1.52%	Equity World Financials	941
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.28%	Equity World Social/Environmental Climate Change	98
iShares S&P 500 Financials Sector UCITS ETF (Acc)	2.63%	Equity United States Financials	2,142
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.21%	Equity World	7
Ossiam Bloomberg World PAB UCITS ETF 1A USD	0.18%	Equity World Social/Environmental Climate Change	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.07%	Equity World Social/Environmental	204
Franklin US Dividend Tilt UCITS ETF (Dis)	0.52%	Equity United States Dividend	2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.37%	Equity United States	446
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.37%	Equity United States	4
UBS MSCI USA UCITS ETF USD dis	0.37%	Equity United States	476
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.07%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	+15.19%
1 month	+13.07%
3 months	+37.82%
6 months	+13.58%
1 year	+40.38%
3 years	+111.20%
5 years	+219.86%
Since inception (MAX)	+335.89%
2024	+49.02%
2023	+6.92%
2022	-0.66%
2021	+50.15%

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).