Iron Mountain, Inc.

ISIN US46284V1017

WKN A14MS9

Market cap (in EUR)

22,296 m

Country

United States

Sector

Finance

Dividend yield

3.62%

Overview

Quote

Description

Iron Mountain, Inc. engages in the provision of storage and information management solutions. It operates through the following business segments: Global Records & Information Management Business, Global Data Center Business and Corporate & Other Business. The Global Records & Information Management Business segment offers comprehensive solutions for storing, managing, digitizing, and securely disposing of records and information worldwide. The Global Data Center Business segment provides data center facilities to protect mission-critical assets and ensure the continued operation of its customers IT infrastructures, with secure and reliable colocation and wholesale options. The Corporate & Other Business segment consists of the storage, safeguarding and electronic or physical deliveries of physical media of all types and digital content repository systems to house, distribute, and archive key media assets, primarily for entertainment and media industry clients. The company was founded by Herman Knaust in 1951 and is headquartered in Portsmouth, NH.

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

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Financials

Key metrics

Market capitalisation, EUR	22,296 m
EPS, EUR	0.48
P/B ratio	1,714.7
P/E ratio	166.4
Dividend yield	3.62%

Income statement (2024)

Revenue, EUR	5,685 m
Net income, EUR	167 m
Profit margin	2.93%

What ETF is Iron Mountain, Inc. in?

There are 312 ETFs which contain Iron Mountain, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Iron Mountain, Inc. is the WisdomTree New Economy Real Estate UCITS ETF USD Dist.

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	0.03%	Equity World	770
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	259
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	685
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental Climate Change	361
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	941
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	37
WisdomTree New Economy Real Estate UCITS ETF USD Acc	3.97%	Real Estate World	6
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	1.60%	Real Estate World	29
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	9
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	12,920
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	423
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	46
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	222
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	525
SPDR S&P 500 UCITS ETF (Acc)	0.04%	Equity United States	11,570
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,351
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.31%	Equity United States Equal Weighted	699
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,712
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	35
HSBC FTSE EPRA NAREIT Developed UCITS ETF CHF Hedged (Acc)	1.35%	Real Estate World	107
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	69
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	441
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.07%	Equity United States Social/Environmental Climate Change	404
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	1,826
Amundi Core MSCI USA UCITS ETF Acc	0.05%	Equity United States	2,734
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	1.35%	Real Estate World	1,511
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	488
iShares Developed Markets Property Yield UCITS ETF	1.55%	Real Estate World	838
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.17%	Equity United States Equal Weighted	342
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.05%	Equity United States Multi-Factor Strategy	142
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	413
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.19%	Equity United States Social/Environmental Climate Change	700
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	31
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,774
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.21%	Equity World Multi-Factor Strategy	0
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)	0.03%	Equity World Social/Environmental Climate Change	314
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.08%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	65
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,596
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,571
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.04%	Equity United States Social/Environmental Climate Change	153
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.31%	Equity United States Equal Weighted	1,305
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	473
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.19%	Equity United States Social/Environmental Climate Change	19
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	1.73%	Real Estate World	12
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.17%	Equity United States Equal Weighted	220
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.19%	Equity United States Social/Environmental Climate Change	12
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	1.73%	Real Estate World	27
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	1,990
WisdomTree Megatrends UCITS ETF USD	0.19%	Equity World Social/Environmental Innovation	29
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.09%	Equity United States Social/Environmental Climate Change	1,744
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	682
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	13
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.11%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	198
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.31%	Equity United States Equal Weighted	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	1,200
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.19%	Equity United States Social/Environmental Climate Change	394
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.18%	Equity United States Social/Environmental Climate Change	120
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	1.57%	Real Estate World	12
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	32
UBS Core S&P 500 UCITS ETF hGBP dis	0.04%	Equity United States	64
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.28%	Equity United States Equal Weighted	1,997
iShares Core S&P 500 UCITS ETF USD (Dist)	0.04%	Equity United States	17,175
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental Climate Change	260
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	472
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	819
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	912
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.06%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	196
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,120
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	21
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,481
UBS Core S&P 500 UCITS ETF hEUR acc	0.04%	Equity United States	264
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	3,832
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	909
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,384
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	57
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	95
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	1.55%	Real Estate World	296
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,393
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	297
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	68
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental Climate Change	376
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,143
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	388
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	266
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.14%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	1,554
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	902
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	344
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	14
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	985
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.28%	Equity United States Equal Weighted	63
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	124
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.17%	Equity United States Equal Weighted	18
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	487
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	24
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	12,216
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	447
iShares US Property Yield UCITS ETF	2.45%	Real Estate United States	486
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	40
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	702
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.06%	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	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	367
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	110,236
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	2,985
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	113,765
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	74
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.05%	Equity North America Social/Environmental	271
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	116
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	991
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	684
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	39
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	309
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,165
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	19,171
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.06%	Equity United States Social/Environmental	967
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)	0.02%	Equity World	7,873
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,890
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.21%	Equity World Multi-Factor Strategy	203
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	31
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	973
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.06%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	732
Amundi S&P 500 Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	3,366
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,010
Xtrackers MSCI USA ESG UCITS ETF 1C	0.10%	Equity United States Social/Environmental	7,837
UBS Core S&P 500 UCITS ETF USD dis	0.04%	Equity United States	1,048
UBS Core S&P 500 UCITS ETF hCHF acc	0.04%	Equity United States	546
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	91
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	1.55%	Real Estate World	82
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	547
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.07%	Equity United States Social/Environmental Climate Change	410
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	6,332
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.06%	Equity United States Social/Environmental	533
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental Climate Change	43
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.28%	Equity United States Mid Cap	282
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental Climate Change	303
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	483
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.17%	Equity United States Equal Weighted	7,885
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,775
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	157
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	28
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	2,808
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	32
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,038
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.06%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,344
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,929
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.05%	Equity United States	334
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	15
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.17%	Equity United States Equal Weighted	385
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	1.36%	Real Estate World	305
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	377
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	132
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	4,236
UBS MSCI USA Selection UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	2,097
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	89
Franklin S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,276
SPDR S&P 500 UCITS ETF (Dist)	0.04%	Equity United States	14,997
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	97
SPDR MSCI World UCITS ETF	0.04%	Equity World	13,906
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Equal Weighted	149
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.08%	Equity United States Social/Environmental	277
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	77
WisdomTree New Economy Real Estate UCITS ETF USD Dist	3.97%	Real Estate World	3
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,537
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.19%	Equity United States Social/Environmental Climate Change	234
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,080
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	663
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,186
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.06%	Equity United States Social/Environmental Climate Change	2,306
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.17%	Equity United States Equal Weighted	57
HSBC USA SCREENED EQUITY UCITS ETF USD	0.04%	Equity United States Social/Environmental Climate Change	687
Amundi MSCI Disruptive Technology UCITS ETF Acc	0.58%	Equity World Technology Social/Environmental Innovation	126
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,192
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	1,740
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	525
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	361
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,112
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	1.35%	Real Estate World	622
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.08%	Equity United States Social/Environmental	166
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	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 World Climate Transition UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.04%	Equity United States	25,731
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,168
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	955
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.10%	Equity United States Social/Environmental	266
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	129
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	291
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,012
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	192
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	108
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	363
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,367
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,908
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	288
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	179
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.07%	Equity North America Social/Environmental Climate Change	471
Amundi Core MSCI USA UCITS ETF Dist	0.05%	Equity United States	909
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	6
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.08%	Equity United States Value	353
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,485
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	944
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	637
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	43
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	1,042
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,362
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,595
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.19%	Equity United States Social/Environmental Climate Change	459
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,264
SPDR S&P 500 EUR Hedged UCITS ETF	0.04%	Equity United States	2,311
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	7,918
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	28,956
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,492
HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc)	3.14%	Real Estate World	8
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	159
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,889
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,081
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	1.55%	Real Estate World	67
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	42
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.00%	Equity World Social/Environmental	407
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.04%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.06%	Equity United States Social/Environmental	515
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	22,393
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	420
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.04%	Equity United States	41,830
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,033
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.17%	Equity United States Equal Weighted	3,517
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	894
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,878
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.08%	Equity United States Social/Environmental	4,293
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.04%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	91
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.06%	Equity United States Social/Environmental	49
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.09%	Equity World Dividend	126
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	13,685
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	61
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental Climate Change	205
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	126
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	2,635
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,124
Xtrackers MSCI USA ESG UCITS ETF 1D	0.10%	Equity United States Social/Environmental	184
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	16,495
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.28%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	481
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	386
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)	0.05%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	926
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.13%	Equity World Social/Environmental Catholic principles	146
UBS Core S&P 500 UCITS ETF USD acc	0.04%	Equity United States	1,347
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,939
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,182
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	85
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	532
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.00%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	927
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.07%	Equity North America Social/Environmental Climate Change	34
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.06%	Equity United States Social/Environmental	1,355
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	288
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental Climate Change	270
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	1.36%	Real Estate World	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.19%	Equity United States Social/Environmental Climate Change	25
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	1
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	245
Franklin US Dividend Tilt UCITS ETF (Dis)	0.16%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	541
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	441

Performance

Returns overview

YTD	+14.89%
1 month	+11.84%
3 months	-8.60%
6 months	+4.33%
1 year	-17.45%
3 years	+53.60%
5 years	+199.62%
Since inception (MAX)	+169.85%
2025	-26.10%
2024	+49.36%
2023	+33.21%
2022	+6.22%

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).