Iron Mountain, Inc.

ISIN US46284V1017

WKN A14MS9

Market cap (in EUR)

30,121 m

Country

United States

Sector

Finance

Dividend yield

2.92%

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	30,121 m
EPS, EUR	0.79
P/B ratio	1,714.7
P/E ratio	127.1
Dividend yield	2.92%

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 354 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	1,018
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	832
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	754
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental Climate Change	319
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,492
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
WisdomTree New Economy Real Estate UCITS ETF USD Acc	3.80%	Real Estate World	11
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	2.24%	Real Estate World	36
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	15,106
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	1,022
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	42
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.11%	Equity United States Social/Environmental	205
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.09%	Equity United States Social/Environmental	538
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States	15,475
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,926
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	1,138
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,514
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	82
UBS MSCI USA Value UCITS ETF USD dis	0.12%	Equity United States Value	582
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.08%	Equity United States Social/Environmental Climate Change	1,200
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.08%	Equity United States Social/Environmental Climate Change	306
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	3,718
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	1.88%	Real Estate World	1,854
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	592
iShares Developed Markets Property Yield UCITS ETF	2.15%	Real Estate World	1,067
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity United States Social/Environmental	1,432
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	393
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	685
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.25%	Equity United States Social/Environmental Climate Change	735
Invesco MSCI USA Universal Screened UCITS ETF	0.10%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,811
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	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	409
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	18
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.10%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	94
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.01%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,932
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,127
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.11%	Equity United States Social/Environmental Climate Change	14
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	179
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	1,346
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	446
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.26%	Equity United States Social/Environmental Climate Change	83
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	2.49%	Real Estate World	11
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	276
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.25%	Equity United States Social/Environmental Climate Change	13
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	2.49%	Real Estate World	27
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	2,246
WisdomTree Megatrends UCITS ETF USD	0.40%	Equity World Social/Environmental Innovation	58
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.07%	Equity United States Social/Environmental Climate Change	2,288
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	718
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	15
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.15%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	233
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	1,252
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.26%	Equity United States Social/Environmental Climate Change	429
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.26%	Equity United States Social/Environmental Climate Change	109
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	2.23%	Real Estate World	13
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.09%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	91
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.00%	Equity World Social/Environmental	108
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,397
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	19,342
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	312
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	487
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF	0.22%	Equity United States Equal Weighted	1,057
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,170
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.10%	Equity United States Social/Environmental Climate Change	6
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental	28
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.11%	Equity United States Social/Environmental Climate Change	437
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	309
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.06%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	2,753
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.24%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,584
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	222
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental Climate Change	4,228
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,492
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	252
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,342
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	81
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	143
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	2.15%	Real Estate World	222
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,741
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.19%	Equity World Social/Environmental Climate Change	350
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	88
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.11%	Equity United States Social/Environmental Climate Change	147
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Climate Change	327
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	11,324
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	1,000
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	187
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.29%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.19%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	356
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	1,801
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.10%	Equity World Social/Environmental	1,073
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	362
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.11%	Equity World Social/Environmental	258
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,188
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	140
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	436
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	30
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	588
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	86
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.06%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	14,094
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.11%	Equity United States Social/Environmental	445
iShares US Property Yield UCITS ETF	3.28%	Real Estate United States	590
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	896
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.08%	Equity United States Social/Environmental Climate Change	7
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	444
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.43%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	124,163
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	2,149
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.11%	Equity United States Social/Environmental Climate Change	-
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	5
ODDO BHF US Equity Active UCITS ETF (Acc)	0.23%	Equity United States Social/Environmental	87
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	131,788
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	98
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	248
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.11%	Equity United States Social/Environmental Climate Change	16
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	2,441
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,292
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	800
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	59
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental	383
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.43%	Equity United States Social/Environmental Climate Change	31
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,278
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,638
UBS MSCI USA Universal UCITS ETF USD acc	0.09%	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	1,059
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	14,246
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	4,373
iShares US Property Yield UCITS ETF USD (Acc)	3.28%	Real Estate United States	16
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	710
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.23%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.01%	Equity World Multi-Factor Strategy	237
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	269
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	589
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.21%	Equity United States Social/Environmental	107
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.05%	Equity World	12
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	969
Amundi S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	3,881
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,525
Xtrackers MSCI USA ESG UCITS ETF 1C	0.14%	Equity United States Social/Environmental	7,523
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,213
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	904
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	2.15%	Real Estate World	98
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	614
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.23%	Equity United States Social/Environmental Climate Change	355
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	9,846
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	552
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental Climate Change	37
iShares FTSE All-World UCITS ETF USD (Acc)	0.04%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	257
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	545
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	763
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	10,393
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,719
Invesco RAFI All-World Fundamental Value UCITS ETF	0.08%	Equity World Value	233
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	13
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental	27
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.01%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,984
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	20
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	2,258
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,465
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,665
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.07%	Equity United States	209
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	14
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	526
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	1.84%	Real Estate World	375
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	536
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.09%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	6,355
UBS MSCI USA Selection UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	2,401
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.15%	Equity World Social/Environmental Catholic principles	100
Franklin S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1,425
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	309
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.06%	Equity United States	18,378
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	82
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.07%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.05%	Equity World	17,223
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	339
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.12%	Equity United States Social/Environmental	367
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	161
WisdomTree New Economy Real Estate UCITS ETF USD Dist	3.80%	Real Estate World	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,074
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.04%	Equity United States Value	882
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.25%	Equity United States Social/Environmental Climate Change	252
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,739
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	749
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	8,603
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.08%	Equity United States Social/Environmental Climate Change	671
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	67
HSBC USA Screened Equity UCITS ETF USD	0.05%	Equity United States Social/Environmental Climate Change	739
Amundi MSCI Disruptive Technology UCITS ETF Acc	0.66%	Equity World Technology Social/Environmental Innovation	159
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,350
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	1,962
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	726
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	429
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	330
Franklin US Dividend Tilt UCITS ETF (Acc)	0.18%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,927
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental	17
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	1.88%	Real Estate World	838
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.12%	Equity United States Social/Environmental	144
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	3,540
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	39
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	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	29,474
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,756
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,141
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.14%	Equity United States Social/Environmental	256
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	193
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	349
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	8,009
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.10%	Equity World Social/Environmental	13
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	103
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	390
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	5,284
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,606
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	371
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,810
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.08%	Equity North America Social/Environmental Climate Change	441
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	1,066
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.06%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.36%	Equity United States Equal Weighted	133
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.06%	Equity United States	20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.06%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	119
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.11%	Equity United States Value	656
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,921
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	2,063
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	722
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	208
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.10%	Equity United States Social/Environmental	1,209
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,102
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,767
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.26%	Equity United States Social/Environmental Climate Change	531
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,384
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.06%	Equity United States	2,420
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,636
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	44,368
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,920
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	282
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	215
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,272
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,244
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	2.15%	Real Estate World	80
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	126
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	52
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.00%	Equity World Social/Environmental	375
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.06%	Equity United States	1
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	0.09%	Equity United States Social/Environmental	117
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	78
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	54
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	511
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,487
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	648
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	45,528
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,632
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	4,181
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,320
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,267
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.12%	Equity United States Social/Environmental	4,393
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	52
Invesco FTSE All-World UCITS ETF	0.01%	Equity World	266
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.06%	Equity United States	82
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	53
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.09%	Equity World Dividend	138
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	15,471
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	61
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.19%	Equity World Social/Environmental Climate Change	219
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	105
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	192
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	3,017
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,574
Xtrackers MSCI USA ESG UCITS ETF 1D	0.14%	Equity United States Social/Environmental	314
UBS MSCI USA Selection UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,699
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	542
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	430
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	0.04%	Equity World Social/Environmental Climate Change	1,063
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.14%	Equity World Social/Environmental Catholic principles	162
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	1,700
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	80
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,566
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,280
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	99
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	452
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.00%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	704
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.08%	Equity North America Social/Environmental Climate Change	40
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.07%	Equity United States Social/Environmental	1,081
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	359
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.19%	Equity World Social/Environmental Climate Change	332
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	1.84%	Real Estate World	63
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.01%	Equity World	63
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.26%	Equity United States Social/Environmental Climate Change	30
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	4
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	430
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.85%	Equity World Technology Social/Environmental Innovation	8
Franklin US Dividend Tilt UCITS ETF (Dis)	0.18%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	665
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.37%	Equity United States Value	2
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.11%	Equity United States Social/Environmental Climate Change	2
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	503
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	11

Performance

Returns overview

YTD	+40.65%
1 month	-6.92%
3 months	+7.96%
6 months	+32.55%
1 year	+17.46%
3 years	+90.87%
5 years	+177.27%
Since inception (MAX)	+230.34%
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).