IQVIA Holdings

ISIN US46266C1053

WKN A2JSPM

Market cap (in EUR)

35,463 m

Country

United States

Sector

Healthcare

Dividend yield

0.00%

Overview

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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	35,463 m
EPS, EUR	6.60
P/B ratio	6.7
P/E ratio	33.3
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	14,242 m
Net income, EUR	1,269 m
Profit margin	8.91%

What ETF is IQVIA Holdings in?

There are 340 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	714
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	231
SPDR MSCI World Health Care UCITS ETF	0.49%	Equity World Health Care	563
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.28%	Equity World Value	311
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	681
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	1.39%	Equity World Health Care Social/Environmental	155
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	36
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.40%	Equity World Social/Environmental Climate Change	25
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.38%	Equity United States Value	101
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity United States Social/Environmental	13,624
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.07%	Equity United States	48
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	2
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.14%	Equity United States Social/Environmental	367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.10%	Equity United States Social/Environmental	546
SPDR S&P 500 UCITS ETF (Acc)	0.07%	Equity United States	11,772
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,334
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Social/Environmental	1,697
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	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)	0.04%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	64
UBS MSCI USA Value UCITS ETF USD dis	0.13%	Equity United States Value	437
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	2,758
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	497
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	319
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	156
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	378
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	722
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,727
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	1.39%	Equity World Health Care Social/Environmental	530
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental Climate Change	325
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	21
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	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,574
Xtrackers MSCI World ESG UCITS ETF 1C	0.11%	Equity World Social/Environmental	5,878
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.27%	Equity United States Growth	10
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	159
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	585
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.19%	Equity World Social/Environmental Climate Change	134
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.29%	Equity United States Social/Environmental Climate Change	20
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.25%	Equity United States Equal Weighted	213
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	47
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	2,394
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,916
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.20%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	647
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	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	1,201
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.29%	Equity United States Social/Environmental Climate Change	396
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	1.30%	Equity United States Social/Environmental Climate Change	159
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.29%	Equity United States Social/Environmental Climate Change	146
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	63
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	17,745
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.12%	Equity World Social/Environmental Climate Change	483
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	679
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	896
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental	20
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.78%	Equity World Social/Environmental	107
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.27%	Equity World Social/Environmental Climate Change	269
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	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	21
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.78%	Equity World Social/Environmental	925
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,808
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	261
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.35%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.21%	Equity World Social/Environmental Climate Change	4,023
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	961
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,475
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	48
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,392
JPMorgan Active US Growth UCITS ETF USD (acc)	0.27%	Equity United States Growth	362
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.22%	Equity World Social/Environmental Climate Change	309
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	67
Xtrackers MSCI USA UCITS ETF 1C	0.07%	Equity United States	9,317
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	308
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.07%	Equity United States	270
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	294
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	1,604
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.11%	Equity World Social/Environmental	900
UBS MSCI World Selection UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	263
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
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	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	979
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	118
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	0.07%	Equity United States	476
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.07%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	11,849
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	0.68%	Equity United States Health Care	474
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	464
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	58
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	683
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 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	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	347
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	111,710
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States	3,017
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	116,972
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	74
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	303
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.07%	Equity United States	94
L&G US Equity UCITS ETF	0.07%	Equity United States Social/Environmental	1,009
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	692
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.35%	Equity World Social/Environmental	3,039
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental	319
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.09%	Equity United States Social/Environmental Climate Change	34
UBS Core MSCI USA UCITS ETF USD dis	0.07%	Equity United States	1,204
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	19,168
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	937
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental Climate Change	574
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	6
SPDR MSCI All Country World UCITS ETF (Acc)	0.06%	Equity World	7,475
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	2,864
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	12
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	18
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	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	987
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	744
Amundi S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	917
Xtrackers MSCI USA ESG UCITS ETF 1C	0.15%	Equity United States Social/Environmental	8,437
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,077
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	510
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	89
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.07%	Equity United States	537
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.19%	Equity United States Social/Environmental Climate Change	430
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	5,939
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.21%	Equity World Social/Environmental	94
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	308
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	267
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.19%	Equity World Social/Environmental Climate Change	434
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	519
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.25%	Equity United States Equal Weighted	7,587
Xtrackers MSCI World Health Care UCITS ETF 1C	0.48%	Equity World Health Care	3,219
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,880
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	0.41%	Equity United States Sector Strategy Value Climate Change	10
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
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	29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	6
UBS MSCI USA NSL UCITS ETF USD acc	0.07%	Equity United States	2,836
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,368
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	4,903
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.08%	Equity United States	330
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.25%	Equity United States Equal Weighted	376
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	404
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.09%	Equity World Social/Environmental Climate Change	142
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.08%	Equity World	4,171
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.32%	Equity United States Low Volatility/Risk Weighted	58
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.18%	Equity World Social/Environmental Climate Change	35
UBS MSCI USA Selection UCITS ETF USD acc	0.13%	Equity United States Social/Environmental	2,177
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.17%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,372
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	15,468
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.04%	Equity World	14,103
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	69
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.13%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.08%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	3,563
Invesco FTSE RAFI US 1000 UCITS ETF	0.10%	Equity United States Fundamental/Quality	586
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.29%	Equity United States Social/Environmental Climate Change	320
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	583
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,168
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	788
iShares MSCI World SRI UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	1,485
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	7,264
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.25%	Equity United States Equal Weighted	45
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.25%	Equity United States Equal Weighted	1,115
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	1,729
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.32%	Equity World Social/Environmental	111
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.21%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.07%	Equity United States	499
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	328
iShares Healthcare Innovation UCITS ETF	2.00%	Equity World Health Care Social/Environmental Innovation	937
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,067
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	189
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,248
UBS MSCI World Selection UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	45
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	829
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.35%	Equity World Social/Environmental	48
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	2,106
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.07%	Equity United States	26,312
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.15%	Equity United States Social/Environmental	134
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental Climate Change	135
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	288
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity United States Social/Environmental	7,180
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Innovation	34
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	51
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	285
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	362
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	293
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental Climate Change	766
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	145
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.25%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.07%	Equity United States	7
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.21%	Equity World Social/Environmental	284
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.19%	Equity World Social/Environmental Climate Change	5
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity United States Social/Environmental Climate Change	150
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.13%	Equity United States Value	257
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,530
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	925
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.68%	Equity World Health Care Social/Environmental	260
UBS MSCI World Selection UCITS ETF USD acc	0.09%	Equity World Social/Environmental	659
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	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.18%	Equity World Social/Environmental Climate Change	348
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.32%	Equity United States Low Volatility/Risk Weighted	1,272
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.10%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,513
Global X Telemedicine & Digital Health UCITS ETF Acc USD	4.13%	Equity World Health Care	5
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	68
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental	6,434
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,556
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.29%	Equity United States Social/Environmental Climate Change	481
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,270
SPDR S&P 500 EUR Hedged UCITS ETF	0.07%	Equity United States	2,489
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	8,184
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,483
Xtrackers MSCI USA UCITS ETF 1D	0.07%	Equity United States	256
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,504
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,112
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	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.06%	Equity World Social/Environmental	395
Global X Telemedicine & Digital Health UCITS ETF Dist GBP	4.13%	Equity World Health Care	0
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States Social/Environmental	1
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	2
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.10%	Equity United States Social/Environmental	96
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	3
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	543
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	22,108
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	423
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.18%	Equity World Social/Environmental Climate Change	151
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.07%	Equity United States	43,800
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	1,017
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	0.41%	Equity United States Sector Strategy Value Climate Change	5
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	831
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental	2,679
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,927
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	1.09%	Equity United States Social/Environmental	189
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	193
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.32%	Equity United States Low Volatility/Risk Weighted	101
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.06%	Equity United States	73
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.29%	Equity United States Social/Environmental	216
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.11%	Equity United States Multi-Factor Strategy	90
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.10%	Equity United States Social/Environmental	51
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	14,118
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	63
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental Climate Change	212
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.68%	Equity World Health Care Social/Environmental	120
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	124
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,002
Xtrackers MSCI USA ESG UCITS ETF 1D	0.15%	Equity United States Social/Environmental	205
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	16,651
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	480
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	397
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)	0.08%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.27%	Equity World Social/Environmental Climate Change	1,207
L&G Healthcare Technology & Innovation UCITS ETF USD Acc	1.91%	Equity World Health Care Innovation	194
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.14%	Equity World Social/Environmental Catholic principles	146
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	29
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	922
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,634
Invesco S&P World Health Care ESG UCITS ETF Acc	0.50%	Equity World Health Care Social/Environmental	62
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States Social/Environmental	535
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.07%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,221
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	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	944
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.25%	Equity North America Social/Environmental Climate Change	43
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	1.09%	Equity United States Social/Environmental	351
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,345
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.07%	Equity United States	273
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental Climate Change	260
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	16
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.29%	Equity United States Social/Environmental Climate Change	30
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	338
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	530
UBS MSCI USA UCITS ETF USD dis	0.07%	Equity United States	457
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	5

Performance

Returns overview

YTD	+6.38%
1 month	+7.59%
3 months	+20.67%
6 months	+48.63%
1 year	+7.46%
3 years	-0.70%
5 years	+28.25%
Since inception (MAX)	+30.75%
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).