Halliburton

ISIN US4062161017

WKN 853986

Market cap (in EUR)

23,208 m

Country

United States

Sector

Energy

Dividend yield

2.11%

Overview

Quote

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Description

Halliburton Co. engages in the provision of products and services to the energy industry. It operates through the Completion and Production, and Drilling and Evaluation segments. The Completion and Production segment focuses on cementing, stimulation, specialty chemicals, intervention, pressure control, artificial lift, and completion products and services. The Drilling and Evaluation segment provides field and reservoir modeling, drilling, fluids, evaluation, and wellbore placement solutions that enable customers to model, measure, drill, and optimize well construction activities. The company was founded by Erle P. Halliburton in 1919 and is headquartered in Houston, TX.

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Energy Upstream Energy Support Activities for Oil and Gas Operations United States

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Financials

Key metrics

Market capitalisation, EUR	23,208 m
EPS, EUR	1.37
P/B ratio	2.7
P/E ratio	21.3
Dividend yield	2.11%

Income statement (2024)

Revenue, EUR	21,211 m
Net income, EUR	2,312 m
Profit margin	10.90%

What ETF is Halliburton in?

There are 272 ETFs which contain Halliburton. All of these ETFs are listed in the table below. The ETF with the largest weighting of Halliburton is the VanEck Oil Services UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.15%	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	0.03%	Equity World	708
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	229
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	36
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.21%	Equity World Fundamental/Quality	3,736
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	13,480
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi MSCI USA Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	48
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	548
SPDR S&P 500 UCITS ETF (Acc)	0.04%	Equity United States	11,654
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,318
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.39%	Equity United States Equal Weighted	609
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Social/Environmental	1,684
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	64
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	429
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,697
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.24%	Equity United States Equal Weighted	314
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.08%	Equity United States Multi-Factor Strategy	155
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	375
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.04%	Equity United States Social/Environmental	34
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.07%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	32
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.39%	Equity United States Equal Weighted	1,049
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	583
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	133
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	210
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,906
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.22%	Equity United States Social/Environmental Climate Change	2,427
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.21%	Equity World Fundamental/Quality	2,265
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	643
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	13
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.15%	Equity United States Multi-Factor Strategy	94
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.09%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	191
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.39%	Equity United States Equal Weighted	3
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.06%	Equity World Dividend	6,609
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	75
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.04%	Equity United States	63
iShares Core S&P 500 UCITS ETF USD (Dist)	0.04%	Equity United States	17,558
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.23%	Equity United States Equal Weighted	654
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	886
VanEck Oil Services UCITS ETF A	10.64%	Equity United States Energy	36
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.05%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.16%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.48%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.15%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.02%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,704
UBS Core S&P 500 UCITS ETF hEUR acc	0.04%	Equity United States	259
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	953
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.06%	Equity World Dividend	1,448
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	207
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,390
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	67
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,209
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	306
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	329
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	292
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	224
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.07%	Equity World Value	106
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	974
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	472
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	677
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.33%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	110,506
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	3,000
SPDR MSCI USA Value Weighted UCITS ETF	0.21%	Equity United States Value	159
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	115,706
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	73
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	94
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,000
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	673
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	315
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,981
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.05%	Equity United States Social/Environmental	940
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.04%	Equity United States Social/Environmental	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	7,348
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.15%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,802
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	1.48%	Equity World Energy Social/Environmental	43
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.15%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	13
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	977
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.43%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.04%	Equity United States	1,062
UBS Core S&P 500 UCITS ETF hCHF acc	0.04%	Equity United States	504
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.02%	Equity United States Fundamental/Quality	40
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	536
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	5,818
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.05%	Equity United States Social/Environmental	324
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.43%	Equity United States Mid Cap	263
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	431
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	7,437
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	2,855
Invesco FTSE RAFI All World 3000 UCITS ETF	0.05%	Equity World Fundamental/Quality	139
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	5
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.02%	Equity United States Fundamental/Quality	155
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,809
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	0.84%	Equity World Energy	597
HSBC MSCI USA Quality UCITS ETF USD	0.36%	Equity United States Fundamental/Quality	326
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	814
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,357
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,872
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.05%	Equity United States	326
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	369
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	400
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	4,067
iShares Edge MSCI USA Quality Factor UCITS ETF	0.36%	Equity United States Fundamental/Quality	1,391
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	1,623
UBS MSCI USA Selection UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	2,159
Franklin S&P 500 Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	3
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,364
SPDR S&P 500 UCITS ETF (Dist)	0.04%	Equity United States	15,314
SPDR S&P U.S. Energy Select Sector UCITS ETF USD	1.41%	Equity United States Energy	524
SPDR MSCI World UCITS ETF	0.03%	Equity World	14,002
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	59
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	73
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,527
Invesco FTSE RAFI US 1000 UCITS ETF	0.09%	Equity United States Fundamental/Quality	576
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,141
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	789
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,142
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	45
HSBC USA SCREENED EQUITY UCITS ETF USD	0.06%	Equity United States Social/Environmental Climate Change	704
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	1,102
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.05%	Equity United States Social/Environmental	1,717
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	493
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,009
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	2,210
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	45
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.43%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.27%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,076
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.04%	Equity United States	25,892
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	959
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.23%	Equity United States Equal Weighted	283
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	7,144
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	51
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	110
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.17%	Equity World Mid Cap	359
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,708
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	292
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	144
iShares S&P 500 Energy Sector UCITS ETF (Acc)	1.44%	Equity United States Energy	627
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.22%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	7
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.08%	Equity United States Value	252
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,505
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	925
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	654
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.20%	Equity United States Value	113
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,451
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,543
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,263
SPDR S&P 500 EUR Hedged UCITS ETF	0.04%	Equity United States	2,471
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	8,120
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.36%	Equity United States Fundamental/Quality	138
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	150
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	4,476
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,101
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	0
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	325
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.04%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.05%	Equity United States Social/Environmental	95
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.05%	Equity United States Social/Environmental	539
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	21,922
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	460
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.01%	Equity World Multi-Factor Strategy	631
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.15%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.04%	Equity United States	43,151
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	987
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	3,280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	816
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,898
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	968
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.08%	Equity United States Social/Environmental	4,412
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	192
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.02%	Equity United States Fundamental/Quality	557
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.04%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
iShares Edge MSCI USA Value Factor UCITS ETF	0.20%	Equity United States Value	2,487
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.48%	Equity United States Multi-Factor Strategy	89
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.06%	Equity United States Social/Environmental	51
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.16%	Equity World Dividend	125
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13,977
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	63
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.43%	Equity United States Value Climate Change	155
Xtrackers MSCI World Energy UCITS ETF 1C 1C	0.78%	Equity World Energy	829
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	120
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.22%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,002
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	0
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	478
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	395
Xtrackers MSCI USA Energy UCITS ETF 1D	1.27%	Equity United States Energy	56
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.05%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	145
UBS Core S&P 500 UCITS ETF USD acc	0.04%	Equity United States	911
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,634
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.21%	Equity United States Social/Environmental	531
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,213
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	938
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.22%	Equity North America Social/Environmental Climate Change	43
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.09%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	271
SPDR MSCI World Energy UCITS ETF	0.85%	Equity World Energy	325
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	16
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	251
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	527
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	453

Performance

Returns overview

YTD	+16.42%
1 month	+13.49%
3 months	+38.50%
6 months	+50.46%
1 year	+9.86%
3 years	-26.93%
5 years	+63.80%
Since inception (MAX)	-9.36%
2025	-1.23%
2024	-25.61%
2023	-11.54%
2022	+90.26%

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).