Healthpeak Properties Inc

ISIN US42250P1030

WKN A2N5NP

Market cap (in EUR)

10,031 m

Country

United States

Sector

Finance

Dividend yield

7.29%

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Overview

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Description

Healthpeak Properties, Inc. is a Standard & Poor’s 500 company, which engages in acquiring, developing, owning, leasing, and managing healthcare real estate across the United States. It operates through the following segments: Lab, Outpatient Medical, Continuing Care Retirement Community (CCRC), and Other Non-Reportable. The Lab segment refers to lab properties, which contain laboratory and office space. The Outpatient Medical segment includes outpatient medical buildings and hospitals. The CCRC segment deals with retirement communities that include independent living, assisted living, memory care, and skilled nursing units. The Other Non-Reportable segment consists of an unconsolidated joint venture with a sovereign wealth fund that owns 19 senior housing assets and loans receivable. The company was founded in 1985 and is headquartered in Denver, CO.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	10,031 m
EPS, EUR	-0.05
P/B ratio	1.5
P/E ratio	79.3
Dividend yield	7.29%

Income statement (2024)

Revenue, EUR	2,496 m
Net income, EUR	224 m
Profit margin	8.98%

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What ETF is Healthpeak Properties Inc in?

There are 303 ETFs which contain Healthpeak Properties Inc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Healthpeak Properties Inc is the Invesco S&P 500 High Dividend Low Volatility UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	678
Xtrackers MSCI USA Screened UCITS ETF 1C	0.02%	Equity United States Social/Environmental	212
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	664
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental Climate Change	476
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	702
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.08%	Equity World Value	2,767
WisdomTree New Economy Real Estate UCITS ETF USD Acc	2.19%	Real Estate World	6
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	24
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	0.58%	Real Estate World	26
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	13,304
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.11%	Equity United States Social/Environmental	6
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.02%	Equity United States	49
Amundi MSCI USA Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental	-
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	343
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	526
SPDR S&P 500 UCITS ETF (Acc)	0.02%	Equity United States	11,183
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,263
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity United States Equal Weighted	498
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	1,624
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc)	0.68%	Real Estate World	96
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.05%	Equity United States Value	420
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.04%	Equity United States Social/Environmental Climate Change	417
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	2,018
Amundi Core MSCI USA UCITS ETF Acc	0.02%	Equity United States	2,510
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	0.68%	Real Estate World	1,465
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D 1D	0.24%	Equity United States Dividend	5
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
iShares Developed Markets Property Yield UCITS ETF	0.75%	Real Estate World	825
SPDR Dow Jones Global Real Estate UCITS ETF Accumulating	0.83%	Real Estate World	38
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	304
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.04%	Equity United States Multi-Factor Strategy	151
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	336
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.04%	Equity United States Social/Environmental	36
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,673
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.11%	Equity United States Social/Environmental	383
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	325
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.04%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	64
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,420
Xtrackers MSCI World ESG UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,820
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.38%	Equity United States Equal Weighted	1,008
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	571
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	0.40%	Real Estate World	12
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	199
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	47
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	0.40%	Real Estate World	26
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,887
WisdomTree Megatrends UCITS ETF USD	0.12%	Equity World Social/Environmental Innovation	29
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	680
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.07%	Equity World Value	171
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.06%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	185
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.38%	Equity United States Equal Weighted	2
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.18%	Equity United States Multi-Factor Strategy	73
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	0.44%	Equity United States Social/Environmental Climate Change	153
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	0.63%	Real Estate World	12
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 1D	0.17%	Equity World Dividend	24
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	61
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.32%	Equity United States Equal Weighted	2,036
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.11%	Equity United States Social/Environmental	226
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	17,247
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	257
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	483
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.80%	Equity World Infrastructure Social/Environmental	58
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	2.76%	Equity United States Low Volatility/Risk Weighted	270
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.21%	Equity United States Equal Weighted	611
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	856
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental	16
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	261
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,445
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	254
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	1,452
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	202
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	90
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	0.75%	Real Estate World	277
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,367
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	0.88%	Equity World Infrastructure Social/Environmental	325
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental Climate Change	462
Xtrackers MSCI USA UCITS ETF 1C	0.02%	Equity United States	9,249
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	285
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.02%	Equity United States	324
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	285
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.04%	Equity World Social/Environmental	855
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	217
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	948
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.32%	Equity United States Equal Weighted	109
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	113
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	12
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.02%	Equity United States	465
iShares Edge MSCI World Value Factor UCITS ETF	0.07%	Equity World Value	3,980
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	8,682
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.04%	Equity United States Social/Environmental	710
iShares US Property Yield UCITS ETF	1.19%	Real Estate United States	478
UBS Core MSCI USA UCITS ETF hGBP acc	0.02%	Equity United States	55
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	649
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.08%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	554
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.33%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	107,427
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	172
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	2,936
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	113,180
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	71
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	309
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	88
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	631
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	-
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	315
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	0.33%	Equity World Social/Environmental	3
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.33%	Equity United States Social/Environmental Climate Change	33
UBS Core MSCI USA UCITS ETF USD dis	0.02%	Equity United States	1,175
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	6
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	0.03%	Equity United States Social/Environmental	911
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)	0.01%	Equity World	6,922
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental Climate Change	5
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 1C	0.68%	Real Estate World	9
iShares MSCI USA UCITS ETF (Acc)	0.02%	Equity United States	2,675
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	179
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	944
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	0
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	704
Amundi S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	3,924
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	-
Xtrackers MSCI USA ESG UCITS ETF 1C	0.05%	Equity United States Social/Environmental	8,115
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,041
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	488
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	86
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	0.75%	Real Estate World	69
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.02%	Equity United States	519
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.14%	Equity United States Social/Environmental Climate Change	421
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	4,845
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	43
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	308
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	264
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	191
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	409
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,385
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	2,810
Invesco FTSE RAFI All World 3000 UCITS ETF	0.11%	Equity World Fundamental/Quality	130
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	2
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental	0
UBS MSCI USA NSL UCITS ETF USD acc	0.02%	Equity United States	2,743
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	33
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,327
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.03%	Equity United States	321
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	375
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	0.67%	Real Estate World	301
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	390
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.05%	Equity World	3,853
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.05%	Equity United States Social/Environmental	10
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	1,560
UBS MSCI USA Selection UCITS ETF USD acc	0.04%	Equity United States Social/Environmental	2,206
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	1,354
SPDR S&P 500 UCITS ETF (Dist)	0.02%	Equity United States	15,067
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.01%	Equity World	13,242
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	40
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.05%	Equity World	68
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.05%	Equity United States Social/Environmental	635
WisdomTree New Economy Real Estate UCITS ETF USD Dist	2.19%	Real Estate World	3
Invesco FTSE RAFI US 1000 UCITS ETF	0.04%	Equity United States Fundamental/Quality	566
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	667
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	7,006
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,354
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	34
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	817
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	1,642
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	308
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.02%	Equity United States	471
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	244
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,786
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	0.68%	Real Estate World	593
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.05%	Equity United States Social/Environmental	188
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	28
UBS Core MSCI USA UCITS ETF USD acc	0.02%	Equity United States	2,043
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	25,364
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	864
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	130
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	130
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	281
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	7,106
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	50
Xtrackers MSCI World ESG UCITS ETF 1D	0.04%	Equity World Social/Environmental	286
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	321
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,397
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	285
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	141
Amundi Core MSCI USA UCITS ETF Dist	0.02%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	5
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.33%	Equity United States Social/Environmental Climate Change	151
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	105
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	2.37%	Real Estate World	144
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	232
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	911
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	706
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity United States Social/Environmental	89
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,325
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.16%	Equity World Social/Environmental Multi-Asset Strategy	20
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	67
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,490
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,220
SPDR S&P 500 EUR Hedged UCITS ETF	0.02%	Equity United States	2,326
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	7,801
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,404
Xtrackers MSCI USA UCITS ETF 1D	0.02%	Equity United States	247
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	140
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,427
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	109
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,096
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	0.75%	Real Estate World	63
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	36
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.10%	Equity World Social/Environmental	375
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.02%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.03%	Equity United States Social/Environmental	93
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	3
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.21%	Equity World Social/Environmental Multi-Asset Strategy	37
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	527
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,924
SPDR Dow Jones Global Real Estate UCITS ETF	0.83%	Real Estate World	250
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	446
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.15%	Equity World Multi-Factor Strategy	610
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	42,772
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	944
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,127
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	759
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,676
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	0.88%	Equity World Infrastructure Social/Environmental	22
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.04%	Equity United States Social/Environmental	4,307
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.02%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	50
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.11%	Equity World Dividend	123
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	61
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	13,650
VanEck Global Real Estate UCITS ETF	0.99%	Real Estate World	308
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.11%	Equity United States Social/Environmental	12
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	117
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	2,070
Xtrackers MSCI USA ESG UCITS ETF 1D	0.05%	Equity United States Social/Environmental	197
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	15,964
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	448
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	386
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.03%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,225
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	30
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	871
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States Social/Environmental	514
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,199
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	80
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	878
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	26
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,316
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.02%	Equity United States	260
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	0.67%	Real Estate World	53
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	1
Franklin US Dividend Tilt UCITS ETF (Dis)	0.06%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	513
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.02%	Equity United States	453

Performance

Returns overview

YTD	-21.78%
1 month	-6.07%
3 months	-7.61%
6 months	-3.28%
1 year	-24.54%
3 years	-40.12%
5 years	-44.26%
Since inception (MAX)	-53.47%
2024	+0.13%
2023	-24.41%
2022	-21.70%
2021	+21.94%

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).