LPL Financial Holdings

ISIN US50212V1008

WKN A1JZ6S

Market cap (in EUR)

23,017 m

Country

United States

Sector

Finance

Dividend yield

0.36%

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.

Show more Show less

Finance Investment Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	23,017 m
EPS, EUR	9.67
P/B ratio	4.6
P/E ratio	29.4
Dividend yield	0.36%

Income statement (2025)

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

What ETF is LPL Financial Holdings in?

There are 216 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)	0.09%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,054
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	955
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	758
Invesco MSCI World Equal Weight UCITS ETF	0.06%	Equity World Equal Weighted	1,557
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)	0.07%	Equity World Fundamental/Quality	5,059
State Street SPDR MSCI World Financials UCITS ETF USD	0.15%	Equity World Financials	277
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	15,014
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	1,043
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	41
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity United States Social/Environmental	235
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,945
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.02%	Equity World Fundamental/Quality	11
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	25
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,499
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	82
UBS MSCI USA Value UCITS ETF USD dis	0.07%	Equity United States Value	614
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	3,745
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	587
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.06%	Equity United States Fundamental/Quality	37
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	699
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.01%	Equity United States Multi-Factor Strategy	135
Invesco MSCI USA Universal Screened UCITS ETF	0.06%	Equity United States Social/Environmental	37
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,813
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	411
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	0.06%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	94
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,794
Xtrackers MSCI World ESG UCITS ETF 1C	0.06%	Equity World Social/Environmental	5,090
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,225
Xtrackers MSCI World Quality UCITS ETF 1C	0.08%	Equity World Fundamental/Quality	2,812
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	770
WisdomTree Megatrends UCITS ETF USD	0.02%	Equity World Social/Environmental Innovation	55
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,616
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.07%	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	0.08%	Equity United States	132
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	40
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	109
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	61
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	354
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.07%	Equity United States Multi-Factor Strategy	39
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	27
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.07%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,651
Amundi Russell 1000 Growth UCITS ETF Acc	0.07%	Equity United States Growth	574
VanEck Morningstar Global Wide Moat UCITS ETF	0.74%	Equity World Moat	148
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	254
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.02%	Equity World Fundamental/Quality	229
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	64
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	109
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,403
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	11,297
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	914
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	189
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.05%	Equity World Social/Environmental	313
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.06%	Equity World Social/Environmental	1,070
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	296
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	1,184
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	440
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	590
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	14,264
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.12%	Equity World Financials Social/Environmental	122
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.07%	Equity United States Social/Environmental	442
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	34
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	7
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	448
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	123,983
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.04%	Equity World Fundamental/Quality	4
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	99
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	251
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	815
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	68
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,285
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,536
UBS MSCI USA Universal UCITS ETF USD acc	0.05%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.06%	Equity United States Social/Environmental	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	649
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	14,701
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	4,338
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
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	594
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	966
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,600
Xtrackers MSCI USA ESG UCITS ETF 1C	0.09%	Equity United States Social/Environmental	7,553
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.07%	Equity United States Fundamental/Quality	12
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	633
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,922
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	25
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.31%	Equity United States Mid Cap	258
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	755
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	2,623
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.07%	Equity United States Fundamental/Quality	160
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	31
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,989
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	80
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,463
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,683
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.01%	Equity World	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	556
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	6,441
VanEck Morningstar US Wide Moat UCITS ETF A	2.03%	Equity United States Equal Weighted Moat	33
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.08%	Equity United States Social/Environmental	11
UBS MSCI USA Selection UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	2,429
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	99
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,427
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	95
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	17,250
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.07%	Equity United States Social/Environmental	376
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	168
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,059
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,750
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	642
HSBC USA Screened Equity UCITS ETF USD	0.00%	Equity United States Social/Environmental Climate Change	733
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	734
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	431
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	330
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	136
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	6,007
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.07%	Equity United States Social/Environmental	144
Invesco FTSE All-World UCITS ETF	0.03%	Equity World	3,573
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	94
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,768
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,067
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.09%	Equity United States Social/Environmental	233
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	184
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,949
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.06%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.00%	Equity United States Social/Environmental Climate Change	118
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	388
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,619
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,255
iShares Ageing Population UCITS ETF	0.34%	Equity World Health Care Social/Environmental Ageing Population	783
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	271
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,808
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	1,067
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	504
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.03%	Equity United States	17
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.03%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	114
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,878
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	645
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	215
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,090
VanEck Morningstar US SMID Moat UCITS ETF A	0.48%	Equity United States Small Cap Moat	11
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,749
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,773
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,926
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	283
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	214
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,289
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,238
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	52
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	385
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.03%	Equity United States	1
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)	0.06%	Equity United States Growth	1,017
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	60
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental Climate Change	55
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,658
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,597
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,330
Xtrackers MSCI USA Financials UCITS ETF 1D	0.32%	Equity United States Financials	684
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,238
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	61
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.07%	Equity United States Fundamental/Quality	593
Invesco FTSE All-World UCITS ETF	0.03%	Equity World	268
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.03%	Equity United States	81
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.07%	Equity United States Multi-Factor Strategy	137
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	15,530
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	106
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	3,450
Xtrackers MSCI USA ESG UCITS ETF 1D	0.09%	Equity United States Social/Environmental	269
UBS MSCI USA Selection UCITS ETF hEUR acc	0.06%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	19,830
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	543
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.07%	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	1,198
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	161
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,322
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	99
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	465
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	17
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	703
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	46
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.04%	Equity United States Social/Environmental	1,081
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	357
Xtrackers MSCI World Financials UCITS ETF 1C	0.17%	Equity World Financials	835
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	65
HSBC Developed World Screened Equity UCITS ETF USD	0.00%	Equity World Social/Environmental Climate Change	427
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	481

Performance

Returns overview

YTD	-10.20%
1 month	+10.11%
3 months	+2.21%
6 months	-10.86%
1 year	-16.61%
3 years	-
5 years	-
Since inception (MAX)	+33.85%
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).