LPL Financial Holdings

ISIN US50212V1008

WKN A1JZ6S

Market cap (in EUR)

20,798 m

Country

United States

Sector

Finance

Dividend yield

0.40%

Overview

Quote

Description

LPL Financial Holdings, Inc. operates as an advisor-mediated marketplace as an independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage and advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs, and training. The company provides personalized financial guidance to American families seeking wealth management, retirement planning, financial planning, and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	20,798 m
EPS, EUR	9.67
P/B ratio	4.2
P/E ratio	26.6
Dividend yield	0.40%

Income statement (2025)

Revenue, EUR	15,060 m
Net income, EUR	765 m
Profit margin	5.08%

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Capital at risk

What ETF is LPL Financial Holdings in?

There are 212 ETFs which contain LPL Financial Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of LPL Financial Holdings is the VanEck Morningstar US Wide Moat UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	999
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	784
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	757
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,408
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.08%	Equity World Fundamental/Quality	4,792
State Street SPDR MSCI World Financials UCITS ETF USD	0.19%	Equity World Financials	268
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	14,944
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	975
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	204
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,849
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.02%	Equity World Fundamental/Quality	12
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	24
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,546
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	12
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	92
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	566
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	3,639
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	597
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.08%	Equity United States Fundamental/Quality	36
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.07%	Equity United States Multi-Factor Strategy	136
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	669
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.08%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,816
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.07%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	94
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,883
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,191
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,287
Xtrackers MSCI World Quality UCITS ETF 1C	0.08%	Equity World Fundamental/Quality	2,700
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	732
WisdomTree Megatrends UCITS ETF USD	0.02%	Equity World Social/Environmental Innovation	59
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,134
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	14
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.02%	Equity World Fundamental/Quality	3
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.10%	Equity United States	130
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	61
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	184
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.09%	Equity United States Multi-Factor Strategy	41
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.04%	Equity United States	1
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.09%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,542
Amundi Russell 1000 Growth UCITS ETF Acc	0.09%	Equity United States Growth	551
VanEck Morningstar Global Wide Moat UCITS ETF	0.91%	Equity World Moat	148
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	266
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.02%	Equity World Fundamental/Quality	227
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	68
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	105
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,429
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	11,107
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	189
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.22%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	311
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	1,108
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	289
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,167
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	434
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	602
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.05%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	13,921
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.17%	Equity World Financials Social/Environmental	124
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	467
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	35
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	461
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	123,020
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.05%	Equity World Fundamental/Quality	4
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	98
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.05%	Equity North America Social/Environmental	245
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	773
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	63
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,271
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,615
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.08%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	635
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	13,876
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	4,293
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	822
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	258
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	951
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,543
Xtrackers MSCI USA ESG UCITS ETF 1C	0.10%	Equity United States Social/Environmental	7,678
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.09%	Equity United States Fundamental/Quality	13
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	610
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,382
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.28%	Equity United States Mid Cap	253
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	753
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	2,709
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.09%	Equity United States Fundamental/Quality	178
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	27
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	25
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	3,023
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	79
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,455
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,594
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	523
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	6,039
VanEck Morningstar US Wide Moat UCITS ETF A	2.56%	Equity United States Equal Weighted Moat	32
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.08%	Equity United States Social/Environmental	11
UBS MSCI USA Selection UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	2,350
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.10%	Equity World Social/Environmental Catholic principles	106
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,448
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	92
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,844
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.08%	Equity United States Social/Environmental	347
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	143
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,038
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,661
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	672
HSBC USA Screened Equity UCITS ETF USD	0.00%	Equity United States Social/Environmental Climate Change	720
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	708
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	418
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	321
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	140
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	159
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,916
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.08%	Equity United States Social/Environmental	139
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	3,418
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,713
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,151
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.10%	Equity United States Social/Environmental	255
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,850
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	84
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	17
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	21
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.00%	Equity United States Social/Environmental Climate Change	98
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	382
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,282
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,576
iShares Ageing Population UCITS ETF	0.42%	Equity World Health Care Social/Environmental Ageing Population	704
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,732
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	1,063
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	448
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.04%	Equity United States	17
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.04%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	114
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,882
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	715
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	180
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,112
VanEck Morningstar US SMID Moat UCITS ETF A	0.59%	Equity United States Small Cap Moat	11
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,761
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	42,768
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,904
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	212
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,328
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,243
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	51
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	406
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.04%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.08%	Equity United States Growth	1,005
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	57
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	62
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	29,567
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,601
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	1,299
Xtrackers MSCI USA Financials UCITS ETF 1D	0.36%	Equity United States Financials	640
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,323
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	35
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.09%	Equity United States Fundamental/Quality	580
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	257
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.04%	Equity United States	78
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	140
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	15,614
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	105
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,970
Xtrackers MSCI USA ESG UCITS ETF 1D	0.10%	Equity United States Social/Environmental	307
UBS MSCI USA Selection UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	19,494
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	536
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,037
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.10%	Equity World Social/Environmental Catholic principles	164
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.06%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,305
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	99
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	421
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	710
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	40
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,139
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	349
Xtrackers MSCI World Financials UCITS ETF 1C	0.19%	Equity World Financials	781
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	59
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	403
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	499

Performance

Returns overview

YTD	-21.54%
1 month	+0.63%
3 months	-5.25%
6 months	-26.51%
1 year	-23.30%
3 years	-
5 years	-
Since inception (MAX)	+16.94%
2025	+4.07%
2024	+45.64%
2023	-
2022	-

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).