Iron Mountain, Inc.

ISIN US46284V1017

WKN A14MS9

Market cap (in EUR)

26,677 m

Country

United States

Sector

Finance

Dividend yield

3.15%

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	26,677 m
EPS, EUR	0.43
P/B ratio	1,714.7
P/E ratio	215.7
Dividend yield	3.15%

Income statement (2025)

Revenue, EUR	6,118 m
Net income, EUR	128 m
Profit margin	2.09%

What ETF is Iron Mountain, Inc. in?

There are 329 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)	0.05%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	878
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	400
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	688
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental Climate Change	282
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,163
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	39
WisdomTree New Economy Real Estate UCITS ETF USD Acc	4.59%	Real Estate World	7
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	1.88%	Real Estate World	33
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	24
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	13,514
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	605
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	47
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.10%	Equity United States Social/Environmental	200
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.08%	Equity United States Social/Environmental	467
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States	12,543
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,398
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.44%	Equity United States Equal Weighted	916
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,423
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	5
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	71
UBS MSCI USA Value UCITS ETF USD dis	0.10%	Equity United States Value	469
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.08%	Equity United States Social/Environmental Climate Change	355
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.08%	Equity United States Social/Environmental Climate Change	1,343
Amundi Core MSCI USA UCITS ETF Acc	0.05%	Equity United States	2,733
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	1.55%	Real Estate World	1,767
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	481
iShares Developed Markets Property Yield UCITS ETF	1.80%	Real Estate World	1,006
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.09%	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	386
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	505
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.24%	Equity United States Social/Environmental Climate Change	654
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.09%	Equity United States Social/Environmental	27
Amundi MSCI World ESG Selection UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,752
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.01%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	373
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	0.09%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	42
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,219
Xtrackers MSCI World ESG UCITS ETF 1C	0.09%	Equity World Social/Environmental	4,586
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.06%	Equity United States Social/Environmental Climate Change	153
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.44%	Equity United States Equal Weighted	1,374
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	489
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.24%	Equity United States Social/Environmental Climate Change	21
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	2.03%	Real Estate World	10
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.24%	Equity United States Equal Weighted	237
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	50
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental Climate Change	11
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	2.03%	Real Estate World	40
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	2,138
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.15%	Equity United States Social/Environmental Climate Change	1,833
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	563
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	13
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.13%	Equity United States	36
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	210
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.44%	Equity United States Equal Weighted	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	1,216
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.24%	Equity United States Social/Environmental Climate Change	354
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.24%	Equity United States Social/Environmental Climate Change	143
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	1.83%	Real Estate World	13
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	79
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.00%	Equity World Social/Environmental	81
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.40%	Equity United States Equal Weighted	2,274
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	16,880
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	300
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	457
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	57
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.25%	Equity United States Equal Weighted	1,035
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	964
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.09%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental	25
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	235
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.05%	Equity United States	0
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,554
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	22
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	12,347
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	181
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	3,738
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,012
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	225
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,274
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	52
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	123
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	1.80%	Real Estate World	269
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,710
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	299
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	71
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental Climate Change	353
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	9,443
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	551
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	173
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.22%	Equity World Mid Cap	6
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.17%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.07%	Equity World Social/Environmental	332
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	1,548
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.09%	Equity World Social/Environmental	920
UBS MSCI World Selection UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	330
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	0.05%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,001
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.40%	Equity United States Equal Weighted	132
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	422
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	27
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	501
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	55
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.06%	Equity North America Social/Environmental	24
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	12,358
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	0.10%	Equity United States Social/Environmental	410
iShares US Property Yield UCITS ETF	2.85%	Real Estate United States	526
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	50
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	744
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.07%	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	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	415
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	111,356
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	1,877
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	2
ODDO BHF US Equity Active UCITS ETF (Acc)	0.22%	Equity United States Social/Environmental	63
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	113,529
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	80
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	237
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	159
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,098
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	679
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	56
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	270
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,123
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	19,779
UBS MSCI USA Universal UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental	1,021
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.09%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	8,876
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)	0.06%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	3,450
iShares US Property Yield UCITS ETF USD (Acc)	2.85%	Real Estate United States	18
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	305
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.21%	Equity United States Social/Environmental Climate Change	10
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.01%	Equity World Multi-Factor Strategy	213
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	33
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	717
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	229
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.09%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	-
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	768
Amundi S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	3,171
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,159
Xtrackers MSCI USA ESG UCITS ETF 1C	0.12%	Equity United States Social/Environmental	6,497
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,117
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	705
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	94
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	1.80%	Real Estate World	90
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	507
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.23%	Equity United States Social/Environmental Climate Change	352
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	7,280
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental	528
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	42
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	279
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	329
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	505
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.24%	Equity United States Equal Weighted	9,269
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	2,442
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	188
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.08%	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	0.10%	Equity United States Social/Environmental	25
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	17
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,671
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	35
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,303
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.09%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,323
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,187
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.07%	Equity United States	280
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.24%	Equity United States Equal Weighted	419
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	1.56%	Real Estate World	322
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	428
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	108
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	4,643
UBS MSCI USA Selection UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	2,086
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.12%	Equity World Social/Environmental Catholic principles	94
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)	0.06%	Equity United States Social/Environmental	1,264
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	256
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.05%	Equity United States	15,571
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	77
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	14,882
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	287
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.10%	Equity United States Social/Environmental	291
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	92
WisdomTree New Economy Real Estate UCITS ETF USD Dist	4.59%	Real Estate World	5
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,545
Invesco FTSE RAFI US 1000 UCITS ETF	0.05%	Equity United States Fundamental/Quality	626
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.24%	Equity United States Social/Environmental Climate Change	191
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,258
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	745
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	7,203
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.08%	Equity United States Social/Environmental Climate Change	2,176
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.24%	Equity United States Equal Weighted	82
HSBC USA Screened Equity UCITS ETF USD	0.05%	Equity United States Social/Environmental Climate Change	618
Amundi MSCI Disruptive Technology UCITS ETF Acc	0.70%	Equity World Technology Social/Environmental Innovation	130
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.24%	Equity United States Equal Weighted	1,448
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	1,749
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	653
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	356
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	259
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	117
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	4,522
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	1.55%	Real Estate World	658
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.10%	Equity United States Social/Environmental	149
Invesco FTSE All-World UCITS ETF Acc	0.01%	Equity World	2,593
UBS MSCI World Selection UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	49
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 1C	0.05%	Equity World Social/Environmental Climate Change	20
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	26,290
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,249
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,008
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.12%	Equity United States Social/Environmental	251
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	116
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.25%	Equity United States Equal Weighted	302
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,027
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	75
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.09%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	81
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	380
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,392
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,387
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	363
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	504
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.12%	Equity North America Social/Environmental Climate Change	419
Amundi Core MSCI USA UCITS ETF Dist	0.05%	Equity United States	921
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.44%	Equity United States Equal Weighted	120
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.05%	Equity United States	20
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	1
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.10%	Equity United States Value	411
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,525
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	1,123
UBS MSCI World Selection UCITS ETF USD acc	0.07%	Equity World Social/Environmental	650
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	3
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	90
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	1,034
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,304
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,605
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.24%	Equity United States Social/Environmental Climate Change	446
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,226
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	2,087
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	7,865
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	33,101
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,566
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	245
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	177
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,741
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,147
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	1.80%	Real Estate World	72
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.00%	Equity World Social/Environmental	451
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.05%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.08%	Equity United States Social/Environmental	96
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	56
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	60
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.08%	Equity United States Social/Environmental	488
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	23,715
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	438
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	40,637
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,157
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	4,145
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,035
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,821
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.10%	Equity United States Social/Environmental	4,256
Invesco FTSE All-World UCITS ETF Dist	0.01%	Equity World	207
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.05%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	95
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	51
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.09%	Equity World Dividend	112
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	13,421
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	53
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental Climate Change	222
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	141
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2,564
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,176
Xtrackers MSCI USA ESG UCITS ETF 1D	0.12%	Equity United States Social/Environmental	262
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	17,002
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.54%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	474
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	423
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)	0.07%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	936
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.13%	Equity World Social/Environmental Catholic principles	126
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	1,313
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	3,594
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,192
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	88
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	411
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.00%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	691
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.12%	Equity North America Social/Environmental Climate Change	35
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	306
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental Climate Change	379
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	1.56%	Real Estate World	57
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	34
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental Climate Change	34
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.09%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	250
Franklin US Dividend Tilt UCITS ETF (Dis)	0.16%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	581
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	447
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	7

Performance

Returns overview

YTD	+32.86%
1 month	+1.12%
3 months	+22.35%
6 months	+6.81%
1 year	+29.17%
3 years	+95.22%
5 years	+198.20%
Since inception (MAX)	+212.04%
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).