IQVIA Holdings

ISIN US46266C1053

WKN A2JSPM

Market cap (in EUR)

27,544 m

Country

United States

Sector

Healthcare

Dividend yield

0.00%

Overview

Quote

Description

IQVIA Holdings, Inc. engages in the provision of analytics, technology solutions, and clinical research services to the life sciences industry. It operates through the following segments: Technology and Analytics Solutions, Research and Development Solutions, and Contract Sales and Medical Solutions. The Technology and Analytics Solutions segment supplies mission critical information, technology solutions, and real-world solutions and services to the firm's life science clients. The Research and Development Solutions segment provides outsourced clinical research and clinical trial related services. The Contract Sales and Medical Solutions segment offers health care provider and patient engagement services to both biopharmaceutical customers and the healthcare market. The company was founded by Dennis B. Gillings and Gary Koch in 1982 and is headquartered in Durham, NC.

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Healthcare Healthcare Services Outsourced Development and Manufacturing Services United States

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Financials

Key metrics

Market capitalisation, EUR	27,544 m
EPS, EUR	6.96
P/B ratio	5.0
P/E ratio	24.6
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	14,457 m
Net income, EUR	1,206 m
Profit margin	8.34%

What ETF is IQVIA Holdings in?

There are 342 ETFs which contain IQVIA Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of IQVIA Holdings is the Global X Telemedicine & Digital Health UCITS ETF Dist GBP.

ETF	Weight	Investment focus	Fund size (in m EUR)
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	0.05%	Equity World	796
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	258
SPDR MSCI World Health Care UCITS ETF	0.49%	Equity World Health Care	561
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.28%	Equity World Value	346
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	689
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	1.39%	Equity World Health Care Social/Environmental	165
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,055
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	37
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.40%	Equity World Social/Environmental Climate Change	27
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.38%	Equity United States Value	98
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity United States Social/Environmental	12,631
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	9
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	16
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.07%	Equity United States	46
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	440
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.14%	Equity United States Social/Environmental	207
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.10%	Equity United States Social/Environmental	504
SPDR S&P 500 UCITS ETF (Acc)	0.07%	Equity United States	11,397
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,342
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Social/Environmental	1,738
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	70
UBS MSCI USA Value UCITS ETF USD dis	0.13%	Equity United States Value	441
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	2,668
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	485
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.11%	Equity United States Social/Environmental	1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.24%	Equity United States Equal Weighted	350
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	130
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	433
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	681
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	27
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,791
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	1.39%	Equity World Health Care Social/Environmental	529
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	369
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.12%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.06%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	37
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,581
Xtrackers MSCI World ESG UCITS ETF 1C	0.11%	Equity World Social/Environmental	5,528
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.27%	Equity United States Growth	9
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.08%	Equity United States Social/Environmental Climate Change	152
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	471
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental Climate Change	128
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.29%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.25%	Equity United States Equal Weighted	221
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	48
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	12
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	0.68%	Equity United States Health Care	2,334
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,980
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.20%	Equity United States Social/Environmental Climate Change	1,594
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	693
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.14%	Equity United States Social/Environmental	13
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.17%	Equity United States	35
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	202
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	1,211
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	358
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	1.30%	Equity United States Social/Environmental Climate Change	139
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.29%	Equity United States Social/Environmental Climate Change	120
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	64
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	16,813
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	468
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	60
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	910
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	920
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental	22
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.78%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.27%	Equity World Social/Environmental Climate Change	191
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.11%	Equity United States Multi-Factor Strategy	36
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	1,130
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	20
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.78%	Equity World Social/Environmental	884
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,434
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	263
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.35%	Equity World Social/Environmental	234
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.21%	Equity World Social/Environmental Climate Change	3,846
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	907
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,346
Invesco MSCI World Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	208
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	59
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	128
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,402
JPMorgan Active US Growth UCITS ETF USD (acc)	0.27%	Equity United States Growth	343
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.22%	Equity World Social/Environmental Climate Change	301
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	68
Xtrackers MSCI USA UCITS ETF 1C	0.07%	Equity United States	9,122
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	399
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.07%	Equity United States	264
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.22%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.09%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	1,567
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.11%	Equity World Social/Environmental	899
UBS MSCI World Selection UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Social/Environmental	199
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.78%	Equity World Social/Environmental	45
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	982
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	124
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	33
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.07%	Equity United States	487
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.07%	Equity North America Social/Environmental	24
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	12,216
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	0.68%	Equity United States Health Care	487
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.14%	Equity United States Social/Environmental	432
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.07%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	712
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.18%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	364
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	110,458
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States	2,980
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)	0.07%	Equity United States	112,676
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	78
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	0.68%	Equity United States Health Care	119
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.07%	Equity North America Social/Environmental	266
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.07%	Equity United States	142
L&G US Equity UCITS ETF	0.07%	Equity United States Social/Environmental	988
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	675
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.35%	Equity World Social/Environmental	2,616
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	40
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental	309
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.09%	Equity United States Social/Environmental Climate Change	25
UBS Core MSCI USA UCITS ETF USD dis	0.07%	Equity United States	1,147
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,333
UBS MSCI USA Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.10%	Equity United States Social/Environmental	961
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental Climate Change	597
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.06%	Equity World	8,095
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.07%	Equity United States	2,920
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	305
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.15%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.08%	Equity World	32
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.27%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	976
Xtrackers S&P 500 UCITS ETF 4D	0.07%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	732
Amundi S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	3,282
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,051
Xtrackers MSCI USA ESG UCITS ETF 1C	0.15%	Equity United States Social/Environmental	7,702
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,048
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	559
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	92
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.07%	Equity United States	548
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.19%	Equity United States Social/Environmental Climate Change	402
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	7,035
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.21%	Equity World Social/Environmental	112
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	319
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	283
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	400
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	488
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.25%	Equity United States Equal Weighted	8,471
Xtrackers MSCI World Health Care UCITS ETF 1C	0.48%	Equity World Health Care	3,040
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,788
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	0.41%	Equity United States Sector Strategy Value Climate Change	8
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	165
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.13%	Equity United States Social/Environmental	27
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	8
UBS MSCI USA NSL UCITS ETF USD acc	0.07%	Equity United States	2,770
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	1,079
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	4,944
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.08%	Equity United States	333
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.25%	Equity United States Equal Weighted	397
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	434
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	131
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.08%	Equity World	4,339
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.32%	Equity United States Low Volatility/Risk Weighted	60
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.18%	Equity World Social/Environmental Climate Change	36
UBS MSCI USA Selection UCITS ETF USD acc	0.13%	Equity United States Social/Environmental	2,091
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.17%	Equity World Social/Environmental Catholic principles	89
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,279
Franklin S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.07%	Equity United States	14,758
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	87
SPDR MSCI World UCITS ETF	0.04%	Equity World	14,071
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	168
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.13%	Equity United States Social/Environmental	273
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.08%	Equity World	81
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	3,513
Invesco FTSE RAFI US 1000 UCITS ETF	0.10%	Equity United States Fundamental/Quality	605
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.29%	Equity United States Social/Environmental Climate Change	235
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	590
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,094
JPMorgan Active US Growth UCITS ETF USD (dist)	0.27%	Equity United States Growth	1
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	786
iShares MSCI World SRI UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	1,430
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	7,203
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.25%	Equity United States Equal Weighted	73
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,457
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	1,710
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.32%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.21%	Equity World Social/Environmental	57
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.07%	Equity United States	661
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	361
iShares Healthcare Innovation UCITS ETF	2.00%	Equity World Health Care Social/Environmental Innovation	895
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,125
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental Climate Change	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.13%	Equity United States Social/Environmental	164
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,334
UBS MSCI World Selection UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	41
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI USA Health Care UCITS ETF 1D	0.67%	Equity United States Health Care	991
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.35%	Equity World Social/Environmental	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.07%	Equity United States	2,193
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.07%	Equity United States	25,603
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	978
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.15%	Equity United States Social/Environmental	264
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental Climate Change	116
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	294
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity United States Social/Environmental	6,935
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Innovation	31
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.11%	Equity World Social/Environmental	191
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	369
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,874
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,354
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	284
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental Climate Change	777
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	178
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.25%	Equity North America Social/Environmental Climate Change	448
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	894
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.07%	Equity United States	6
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.21%	Equity World Social/Environmental	274
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	8
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity United States Social/Environmental Climate Change	97
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.13%	Equity United States Value	357
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,475
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	935
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.68%	Equity World Health Care Social/Environmental	337
UBS MSCI World Selection UCITS ETF USD acc	0.09%	Equity World Social/Environmental	646
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.52%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	41
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.18%	Equity World Social/Environmental Climate Change	500
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.32%	Equity United States Low Volatility/Risk Weighted	1,255
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.10%	Equity United States Social/Environmental	1,025
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,331
Global X Telemedicine & Digital Health UCITS ETF Acc USD	4.13%	Equity World Health Care	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	72
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental	6,272
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,607
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.29%	Equity United States Social/Environmental Climate Change	463
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,241
SPDR S&P 500 EUR Hedged UCITS ETF	0.07%	Equity United States	2,366
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	7,795
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	29,558
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,498
Xtrackers MSCI USA UCITS ETF 1D	0.07%	Equity United States	248
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	3,818
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,051
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.07%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.06%	Equity World Social/Environmental	415
Global X Telemedicine & Digital Health UCITS ETF Dist GBP	4.34%	Equity World Health Care	0
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States Social/Environmental	6
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.06%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.10%	Equity United States Social/Environmental	93
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	38
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	505
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	22,563
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	436
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.18%	Equity World Social/Environmental Climate Change	213
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.07%	Equity United States	41,296
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	1,062
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	0.41%	Equity United States Sector Strategy Value Climate Change	6
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	4,499
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	913
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental	2,521
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,827
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	1.09%	Equity United States Social/Environmental	158
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	197
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.32%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.06%	Equity United States	70
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.29%	Equity United States Social/Environmental	204
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	92
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.11%	Equity United States Multi-Factor Strategy	96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.10%	Equity United States Social/Environmental	49
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	13,425
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	59
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental Climate Change	206
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.68%	Equity World Health Care Social/Environmental	131
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	137
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	2,568
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,118
Xtrackers MSCI USA ESG UCITS ETF 1D	0.15%	Equity United States Social/Environmental	266
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	16,479
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	475
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.14%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	379
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.08%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.27%	Equity World Social/Environmental Climate Change	920
L&G Healthcare Technology & Innovation UCITS ETF USD Acc	1.91%	Equity World Health Care Innovation	193
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.14%	Equity World Social/Environmental Catholic principles	147
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	33
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	1,357
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,987
Invesco S&P World Health Care ESG UCITS ETF Acc	0.50%	Equity World Health Care Social/Environmental	14
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States Social/Environmental	519
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity World Social/Environmental	15
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,184
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	13
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	927
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.25%	Equity North America Social/Environmental Climate Change	33
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	1.05%	Equity United States Social/Environmental	294
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,341
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.07%	Equity United States	292
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental Climate Change	286
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	27
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	26
Invesco US Enhanced Equity UCITS ETF Acc	0.10%	Equity United States Multi-Factor Strategy	52
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	316
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	535
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.07%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.07%	Equity United States	432

Performance

Returns overview

YTD	-27.95%
1 month	-31.76%
3 months	-26.23%
6 months	-14.05%
1 year	-21.09%
3 years	-33.26%
5 years	-11.23%
Since inception (MAX)	-11.44%
2025	+7.19%
2024	-13.80%
2023	+5.45%
2022	-17.32%

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).