M&T Bank

ISIN US55261F1049

WKN 863582

Market cap (in EUR)

28,506 m

Country

United States

Sector

Finance

Dividend yield

2.59%

Overview

Quote

Description

M&T Bank Corp. operates as a bank holding company, which engages in the provision of retail and commercial banking, trust, wealth management, and investment services. It operates through the following segments: Commercial Bank, Retail Bank, Institutional Services and Wealth Management, and All Other. The Commercial Bank segment offers a wide range of credit products and banking services to middle-market and large commercial customers, mainly within the markets served by the company. The Retail Bank segment refers to the services to consumers and small businesses through the company’s branch network and several other delivery channels such as telephone banking, internet banking, and ATMs. The Institutional Services and Wealth Management segment relates to helping high net worth individuals, institutions, and families grow, preserve, and transfer wealth. The All Other segment reflects other activities of the company that are not directly attributable to the reported segments. The company was founded on August 30, 1856 and is headquartered in Buffalo, NY.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	28,506 m
EPS, EUR	15.41
P/B ratio	1.3
P/E ratio	12.6
Dividend yield	2.59%

Income statement (2025)

Revenue, EUR	11,683 m
Net income, EUR	2,522 m
Profit margin	21.59%

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What ETF is M&T Bank in?

There are 332 ETFs which contain M&T Bank. All of these ETFs are listed in the table below. The ETF with the largest weighting of M&T Bank is the iShares S&P U.S. Banks UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.14%	Equity United States Multi-Factor Strategy	8
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	1,003
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	770
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	748
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,372
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.12%	Equity World Value	4,471
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	25
State Street SPDR MSCI World Financials UCITS ETF USD	0.25%	Equity World Financials	262
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	14,943
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	961
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	43
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.08%	Equity United States Social/Environmental	546
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States	15,192
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.65%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,862
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.56%	Equity United States Large Cap	131
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	1,006
CT QR Series Global Equity Active UCITS ETF USD Dist	0.11%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	24
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,563
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
Xtrackers MSCI USA Banks UCITS ETF 1D	1.79%	Equity United States Financials	24
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	12
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	27
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	88
UBS MSCI USA Value UCITS ETF USD dis	0.11%	Equity United States Value	563
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	3,600
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	591
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	383
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.06%	Equity United States Multi-Factor Strategy	135
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	658
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.07%	Equity United States Social/Environmental	38
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.24%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.45%	Equity United States Financials	565
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	404
Fidelity Global Quality Income UCITS ETF ACC-USD	0.30%	Equity World Dividend	17
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	20
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)	0.03%	Equity World	93
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,845
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.01%	Equity United States Social/Environmental Climate Change	176
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,285
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	442
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	277
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	56
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,260
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	776
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,092
WisdomTree US Equity Income UCITS ETF Acc	0.65%	Equity United States Dividend	88
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.14%	Equity United States Multi-Factor Strategy	112
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.14%	Equity United States	130
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.12%	Equity World Value	397
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	228
WisdomTree US Value UCITS ETF USD (Acc)	0.76%	Equity United States Value	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.08%	Equity World Dividend	8,622
iShares S&P U.S. Banks UCITS ETF EUR Hedged (Acc)	3.88%	Equity United States Financials	0
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.36%	Equity United States Multi-Factor Strategy	90
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	37
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	67
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental	107
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.65%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.34%	Equity United States Equal Weighted	2,291
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	19,079
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	449
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,017
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	1,135
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental	21
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	181
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.35%	Equity United States Multi-Factor Strategy	40
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.30%	Equity World Financials Social/Environmental	27
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	2,563
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.14%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	13,458
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	230
CT QR Series Global Equity Active UCITS ETF USD Acc	0.11%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,406
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,253
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.08%	Equity World Dividend	2,394
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	250
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	1,432
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	84
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	11,053
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	824
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	191
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.27%	Equity World Mid Cap	7
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	0.04%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.25%	Equity World Value	189
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,165
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	140
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	432
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	24
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	594
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	88
iShares Edge MSCI World Value Factor UCITS ETF	0.12%	Equity World Value	6,446
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	13,829
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.06%	Equity World Financials Social/Environmental	123
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	870
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	0.04%	Equity World	463
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	122,452
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	2,175
State Street SPDR MSCI USA Value UCITS ETF USD	0.42%	Equity United States Value	201
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.25%	Equity North America Dividend	125
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	156
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	129,586
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	97
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	245
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.05%	Equity United States	117
L&G US Equity UCITS ETF	0.05%	Equity United States Social/Environmental	1,315
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	778
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	63
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	386
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	178
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,268
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,463
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	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	930
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.07%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	13,623
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Multi-Factor Strategy	26
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	4,217
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	65
Fidelity Global Quality Income UCITS ETF INC-USD	0.30%	Equity World Dividend	756
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.24%	Equity World Multi-Factor Strategy	233
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	822
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	260
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.56%	Equity United States Value Climate Change	4
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	0.45%	Equity United States Dividend	1
Xtrackers S&P 500 UCITS ETF 4D	0.05%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	963
Amundi S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	3,577
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,533
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,179
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	719
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	111
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	613
Xtrackers S&P 500 GARP UCITS ETF 1C	0.33%	Equity United States Multi-Factor Strategy	5
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,230
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental	470
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.37%	Equity United States Mid Cap	253
Fidelity US Quality Income UCITS ETF ACC-USD	0.66%	Equity United States Dividend	313
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	750
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9,572
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	2,642
Invesco RAFI All-World Fundamental Value UCITS ETF	0.06%	Equity World Value	219
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	12
Invesco Global Buyback Achievers UCITS ETF	0.78%	Equity World Buyback	136
State Street Global Dividend Spotlight Active Equity UCITS ETF USD Unhedged (Acc)	3.17%	Equity World Dividend	4
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.11%	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	0.06%	Equity United States	3,016
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	1,979
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,448
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,528
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.06%	Equity United States	183
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	477
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	514
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	120
Fidelity US Quality Income UCITS ETF INC-USD	0.66%	Equity United States Dividend	1,264
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,870
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.11%	Equity United States Social/Environmental	11
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.66%	Equity United States Dividend	5
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	105
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	1,449
CT QR Series US Equity Active UCITS ETF USD Acc	0.10%	Equity United States Fundamental/Quality	-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	302
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.05%	Equity United States	18,091
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.06%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	16,571
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	226
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.11%	Equity United States Social/Environmental	329
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	138
iShares S&P U.S. Banks UCITS ETF USD (Dist)	3.88%	Equity United States Financials	10
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,026
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.30%	Equity World Dividend	24
WisdomTree US Equity Income UCITS ETF	0.65%	Equity United States Dividend	49
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.09%	Equity United States Value	822
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,651
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	670
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	8,491
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	66
HSBC USA Screened Equity UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	722
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,278
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	1,977
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	697
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	420
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	325
Franklin US Dividend Tilt UCITS ETF (Acc)	0.17%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	138
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	158
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental	-
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,858
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.11%	Equity United States Social/Environmental	139
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	3,363
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.56%	Equity United States Value Climate Change	19
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.39%	Equity World Fundamental/Quality	178
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.04%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,650
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	28,782
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,145
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	183
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	335
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,756
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	98
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	397
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,228
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,562
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	279
iShares S&P U.S. Banks UCITS ETF USD (Acc)	3.88%	Equity United States Financials	827
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,705
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	1,057
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	443
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.05%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.37%	Equity United States Equal Weighted	131
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.05%	Equity United States	21
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.05%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	113
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.10%	Equity United States Value	513
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,881
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	1,329
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.22%	Equity United States Value	341
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	172
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	1,265
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,109
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.30%	Equity World Dividend	42
WisdomTree Global Value UCITS ETF USD (Acc)	0.47%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,770
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,368
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.66%	Equity United States Dividend	93
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	2,460
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	8,701
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	41,789
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,885
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.30%	Equity World Financials Social/Environmental	1,244
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	278
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	209
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,353
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,226
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.05%	Equity United States	91
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	51
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	397
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.05%	Equity United States	3
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.07%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.08%	Equity United States Social/Environmental	109
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	55
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	0.45%	Equity United States Dividend	320
CT QR Series US Equity Active UCITS ETF USD Dist	0.10%	Equity United States Fundamental/Quality	-
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	62
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.08%	Equity United States Social/Environmental	515
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	29,136
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	639
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.28%	Equity World Multi-Factor Strategy	571
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.14%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	45,260
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,590
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,913
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,264
Xtrackers MSCI USA Financials UCITS ETF 1D	0.45%	Equity United States Financials	618
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,301
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.12%	Equity United States Social/Environmental	4,721
Xtrackers FTSE All-World UCITS ETF 1C	0.04%	Equity World	22
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	255
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.05%	Equity United States	78
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	99
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.30%	Equity World Dividend	60
iShares Edge MSCI USA Value Factor UCITS ETF	0.22%	Equity United States Value	4,142
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.35%	Equity United States Multi-Factor Strategy	120
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	56
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	15,559
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	67
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.56%	Equity United States Value Climate Change	139
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	105
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	170
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2,919
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,550
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,332
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	538
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	434
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.06%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	994
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	162
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	79
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,642
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,360
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.20%	Equity World Multi-Factor Strategy	712
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,286
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	424
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.13%	Equity World Social/Environmental	16
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	723
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	39
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	356
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.03%	Equity United States Social/Environmental	1,150
Xtrackers MSCI World Financials UCITS ETF 1C	0.24%	Equity World Financials	764
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.45%	Equity United States Financials	1,889
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	60
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	401
Franklin US Dividend Tilt UCITS ETF (Dis)	0.17%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	663
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.14%	Equity United States Value	3
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	498
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	12

Performance

Returns overview

YTD	+12.07%
1 month	+11.36%
3 months	+12.37%
6 months	+10.22%
1 year	+24.69%
3 years	+67.74%
5 years	-
Since inception (MAX)	+56.21%
2025	+1.72%
2024	+36.59%
2023	-9.35%
2022	+5.41%

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).