Morgan Stanley

ISIN US6174464486

WKN 885836

Market cap (in EUR)

246,763 m

Country

United States

Sector

Finance

Dividend yield

2.05%

Overview

Quote

Description

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	246,763 m
EPS, EUR	9.04
P/B ratio	3.0
P/E ratio	18.8
Dividend yield	2.05%

Income statement (2025)

Revenue, EUR	106,119 m
Net income, EUR	14,946 m
Profit margin	14.08%

What ETF is Morgan Stanley in?

There are 379 ETFs which contain Morgan Stanley. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morgan Stanley is the iShares S&P 500 Financials Sector UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.22%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.23%	Equity World	915
Xtrackers MSCI USA Screened UCITS ETF 1C	0.38%	Equity United States Social/Environmental	457
Xtrackers Portfolio UCITS ETF 1C	0.07%	Equity World Multi-Asset Strategy	702
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.26%	Equity United States Social/Environmental Climate Change	305
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	40
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,296
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.70%	Equity World	155
State Street SPDR MSCI World Financials UCITS ETF USD	1.44%	Equity World Financials	268
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.40%	Equity United States Social/Environmental	14,035
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.35%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	25
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.59%	Equity United States Social/Environmental	53
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.30%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA Screened UCITS ETF Acc	0.38%	Equity United States Social/Environmental	651
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.33%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.68%	Equity United States Social/Environmental	214
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.53%	Equity United States Social/Environmental	393
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.34%	Equity United States	13,171
UBS Core MSCI World UCITS ETF USD dis	0.23%	Equity World	1,706
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.34%	Equity United States Equal Weighted	937
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.40%	Equity United States Social/Environmental	1,487
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.22%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.22%	Equity World Social/Environmental	87
L&G Global Quality Dividends UCITS ETF USD Acc	0.17%	Equity World Dividend	21
UBS MSCI USA Value UCITS ETF USD dis	0.62%	Equity United States Value	473
Amundi Core MSCI USA UCITS ETF Acc	0.35%	Equity United States	2,935
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.27%	Equity United States Social/Environmental Climate Change	364
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	1,351
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.22%	Equity World Social/Environmental	501
Franklin U.S. Equity UCITS ETF	0.80%	Equity United States Multi-Factor Strategy	59
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity United States Social/Environmental	1,087
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.49%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	280
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	399
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.60%	Equity United States Multi-Factor Strategy	116
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.24%	Equity World	521
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.16%	Equity United States Social/Environmental	12
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.58%	Equity United States Social/Environmental	26
Amundi MSCI World ESG Selection UCITS ETF Acc	0.49%	Equity World Social/Environmental	1,803
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.51%	Equity World Multi-Factor Strategy	2
JPMorgan Active US Value UCITS ETF USD (dist)	1.30%	Equity United States Value	6
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	2.74%	Equity United States Financials	555
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental Climate Change	388
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.42%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.56%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.20%	Equity World	69
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.19%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.23%	Equity World	4,309
Xtrackers MSCI World ESG UCITS ETF 1C	0.57%	Equity World Social/Environmental	4,915
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.16%	Equity United States Social/Environmental	9,431
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.03%	Equity United States Covered Call Alternative Investments	35
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.33%	Equity United States Social/Environmental Climate Change	160
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.13%	Equity World Social/Environmental	508
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.07%	Equity United States Social/Environmental Climate Change	9
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.89%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.34%	Equity United States Equal Weighted	1,381
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.36%	Equity United States	496
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.03%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.36%	Equity United States	52
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	248
UBS MSCI ACWI Universal UCITS ETF USD dis	0.28%	Equity World Social/Environmental	2,213
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.39%	Equity United States Social/Environmental Climate Change	1,880
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	665
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.74%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.22%	Equity United States Multi-Factor Strategy	102
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	74
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	214
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.34%	Equity United States Equal Weighted	3
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.44%	Equity World Dividend	7,909
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.26%	Equity United States Multi-Factor Strategy	77
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	34
UBS Core S&P 500 UCITS ETF hGBP dis	0.34%	Equity United States	60
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.28%	Equity World Social/Environmental	84
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.30%	Equity United States Equal Weighted	2,104
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.59%	Equity United States Social/Environmental	371
iShares Core S&P 500 UCITS ETF USD (Dist)	0.36%	Equity United States	17,547
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.27%	Equity World Social/Environmental Climate Change	462
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.25%	Equity World Social/Environmental Climate Change	306
Xtrackers Portfolio Income UCITS ETF 1D	0.06%	Equity World Multi-Asset Strategy	57
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.22%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	1,054
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.11%	Equity World Multi-Asset Strategy	994
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	2
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.56%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.50%	Equity United States Social/Environmental	18
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.07%	Equity United States Social/Environmental Climate Change	487
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.25%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.30%	Equity World Social/Environmental Climate Change	239
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.82%	Equity World Financials Social/Environmental	32
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.39%	Equity United States Multi-Factor Strategy	37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.35%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.26%	Equity World	1,636
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	23
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.22%	Equity United States Multi-Factor Strategy	26
HSBC MSCI World UCITS ETF USD	0.24%	Equity World	12,698
UBS Core S&P 500 UCITS ETF hEUR acc	0.34%	Equity United States	231
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.89%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.24%	Equity World Social/Environmental	1,044
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.44%	Equity World Dividend	2,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.36%	Equity World Social/Environmental	233
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.28%	Equity World Social/Environmental Climate Change	1,312
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.28%	Equity World Social/Environmental	43
UBS Core MSCI World UCITS ETF hGBP dis	0.23%	Equity World	96
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.28%	Equity World Social/Environmental	1,407
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	75
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	181
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.32%	Equity United States Social/Environmental Climate Change	348
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.07%	Equity United States Social/Environmental Climate Change	150
Xtrackers MSCI USA UCITS ETF 1C	0.35%	Equity United States	9,837
Xtrackers MSCI World Momentum ESG UCITS ETF	0.16%	Equity World Momentum	231
UBS Core MSCI World UCITS ETF hEUR acc	0.23%	Equity World	612
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.33%	Equity United States	182
UBS MSCI World Selection UCITS ETF hEUR dis	0.45%	Equity World Social/Environmental	296
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.57%	Equity World Social/Environmental	985
UBS MSCI World Selection UCITS ETF hCHF acc	0.45%	Equity World Social/Environmental	276
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.22%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.36%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.25%	Equity World	1,031
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.30%	Equity United States Equal Weighted	136
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.27%	Equity World Social/Environmental	433
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.33%	Equity United States	529
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States	57
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.91%	Equity United States Large Cap	36
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.35%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.25%	Equity World	12,842
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	5,210
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.47%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.80%	Equity World Financials Social/Environmental	125
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.47%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.68%	Equity United States Social/Environmental	423
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	0.33%	Equity United States	37
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.80%	Equity World Momentum	3,777
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	765
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.37%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.13%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.23%	Equity World	432
iShares Core MSCI World UCITS ETF USD (Acc)	0.25%	Equity World	115,215
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.36%	Equity United States	1,994
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.47%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.36%	Equity United States	118,117
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	84
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.35%	Equity North America Social/Environmental	237
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.35%	Equity United States	164
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.07%	Equity United States Social/Environmental Climate Change	37
L&G US Equity UCITS ETF	0.36%	Equity United States Social/Environmental	1,156
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	708
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.25%	Equity World	57
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.53%	Equity United States Social/Environmental	281
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.33%	Equity United States	1,163
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.19%	Equity World	20,389
L&G Global Quality Dividends UCITS ETF USD Dist	0.17%	Equity World Dividend	100
UBS MSCI USA Universal UCITS ETF USD acc	0.52%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.50%	Equity United States Social/Environmental	905
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.58%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.20%	Equity World	9,263
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.21%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.65%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.50%	Equity World Social/Environmental	369
Xtrackers MSCI World Momentum UCITS ETF 1C	0.79%	Equity World Momentum	1,654
iShares MSCI USA UCITS ETF (Acc)	0.35%	Equity United States	3,627
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.34%	Equity World Social/Environmental Climate Change	305
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.65%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.41%	Equity United States Social/Environmental Climate Change	10
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.38%	Equity World	35
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.30%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	741
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.36%	Equity World Social/Environmental	237
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.18%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.49%	Equity United States Social/Environmental	-
Xtrackers S&P 500 UCITS ETF 4D	0.36%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.22%	Equity World Social/Environmental	813
Amundi S&P 500 Screened UCITS ETF Acc	0.53%	Equity United States Social/Environmental	3,243
Amundi MSCI World Screened UCITS ETF Acc	0.27%	Equity World Social/Environmental	1,220
Xtrackers MSCI USA ESG UCITS ETF 1C	0.82%	Equity United States Social/Environmental	6,825
UBS Core S&P 500 UCITS ETF USD dis	0.34%	Equity United States	1,056
UBS Core S&P 500 UCITS ETF hCHF acc	0.34%	Equity United States	599
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	96
L&G S&P 100 UCITS ETF USD Acc	0.47%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.35%	Equity United States	532
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.33%	Equity United States Social/Environmental Climate Change	351
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.25%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.23%	Equity World	7,673
JPMorgan Active US Value UCITS ETF USD (acc)	1.30%	Equity United States Value	61
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.50%	Equity United States Social/Environmental	437
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.25%	Equity World Social/Environmental Climate Change	35
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.25%	Equity World Social/Environmental Climate Change	464
iShares Core MSCI World UCITS ETF USD (Dist)	0.25%	Equity World	517
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,814
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.58%	Equity United States Social/Environmental	2,392
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.66%	Equity World Social/Environmental Multi-Asset Strategy	149
Invesco FTSE RAFI All World 3000 UCITS ETF	0.25%	Equity World Fundamental/Quality	191
Franklin S&P World Screened UCITS ETF Acc	0.22%	Equity United States Social/Environmental Climate Change	6
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental	3
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.60%	Equity United States Large Cap	11
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.19%	Equity World	19
UBS MSCI USA NSL UCITS ETF USD acc	0.34%	Equity United States	2,774
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.32%	Equity United States Social/Environmental Climate Change	36
Amundi Prime All Country World UCITS ETF Acc	0.22%	Equity World	1,378
UBS MSCI World UCITS ETF USD dis	0.23%	Equity World	1,364
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.18%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.13%	Equity World Social/Environmental	25
Vanguard FTSE Developed World UCITS ETF Acc	0.21%	Equity World	5,396
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.44%	Equity United States	289
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,584
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.25%	Equity World Social/Environmental Climate Change	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	828
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	429
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.27%	Equity World Social/Environmental	442
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.27%	Equity World Social/Environmental Climate Change	112
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.18%	Equity World	4,785
UBS MSCI USA Selection UCITS ETF USD acc	0.64%	Equity United States Social/Environmental	2,176
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.38%	Equity United States Social/Environmental	1,334
Franklin S&P 500 Screened UCITS ETF Acc	0.38%	Equity United States Social/Environmental Climate Change	3
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.34%	Equity United States	268
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.34%	Equity United States	16,250
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.49%	Equity World Social/Environmental	82
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.24%	Equity World	14,987
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	285
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.18%	Equity World	96
Vanguard FTSE Developed World UCITS ETF Distributing	0.21%	Equity World	3,653
Invesco FTSE RAFI US 1000 UCITS ETF	0.47%	Equity United States Fundamental/Quality	648
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.31%	Equity North America	2,358
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.03%	Equity United States Covered Call Alternative Investments	15
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.03%	Equity United States Covered Call Alternative Investments	310
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.28%	Equity World Social/Environmental	659
HSBC S&P 500 UCITS ETF USD	0.34%	Equity United States	7,461
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.26%	Equity United States Social/Environmental Climate Change	2,249
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	85
HSBC USA Screened Equity UCITS ETF USD	0.27%	Equity United States Social/Environmental Climate Change	629
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,492
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.50%	Equity United States Social/Environmental	1,832
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.33%	Equity United States	684
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.23%	Equity World	370
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.24%	Equity World	271
Xtrackers MSCI World Screened UCITS ETF 1D	0.27%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.22%	Equity World Social/Environmental	4,947
First Trust US Momentum UCITS ETF Class A Accumulation	1.78%	Equity United States Momentum	74
Invesco FTSE All-World UCITS ETF Acc	0.19%	Equity World	2,727
UBS MSCI World Selection UCITS ETF hEUR acc	0.45%	Equity World Social/Environmental	43
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.26%	Equity World Social/Environmental Climate Change	20
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.34%	Equity United States	26,861
UBS Core MSCI USA UCITS ETF USD acc	0.33%	Equity United States	2,343
iShares MSCI World Screened UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,055
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.82%	Equity United States Social/Environmental	264
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental Climate Change	121
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.66%	Equity World Social/Environmental Multi-Asset Strategy	45
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	310
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.40%	Equity United States Social/Environmental	7,273
HSBC MSCI World UCITS ETF CHF hedged	0.24%	Equity World	62
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.57%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.27%	Equity United States Social/Environmental Climate Change	83
iShares MSCI World Screened UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	4,609
Amundi Core MSCI World UCITS ETF USD Dist	0.25%	Equity World	1,434
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.28%	Equity World Social/Environmental	282
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	437
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.43%	Equity North America Social/Environmental Climate Change	423
Amundi Core MSCI USA UCITS ETF Dist	0.35%	Equity United States	962
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.36%	Equity United States	21
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.34%	Equity United States Equal Weighted	123
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.81%	Equity World Social/Environmental Artificial Intelligence	186
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.28%	Equity World Social/Environmental	106
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.64%	Equity United States Value	424
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.31%	Equity North America	2,620
Xtrackers S&P 500 UCITS ETF 4C	0.36%	Equity United States	1,211
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.16%	Equity United States Social/Environmental	1,028
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	865
UBS MSCI World Selection UCITS ETF USD acc	0.45%	Equity World Social/Environmental	687
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.25%	Equity World Social/Environmental Climate Change	6
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity United States Social/Environmental	102
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.53%	Equity United States Social/Environmental	1,095
iShares MSCI World UCITS ETF (Dist)	0.25%	Equity World	7,581
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.30%	Equity United States Value	4
VanEck World Equal Weight Screened UCITS ETF A	0.45%	Equity World Equal Weighted	1,241
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.18%	Equity World Social/Environmental Multi-Asset Strategy	21
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	83
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.25%	Equity World	1,664
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.37%	Equity United States	1,290
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.36%	Equity United States	8,243
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.34%	Equity United States	2,218
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.19%	Equity World	34,578
HSBC MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	1,637
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.82%	Equity World Financials Social/Environmental	582
Xtrackers MSCI USA UCITS ETF 1D	0.35%	Equity United States	253
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.10%	Equity World Multi-Factor Strategy	183
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.36%	Equity World Social/Environmental	3,787
iShares MSCI North America UCITS ETF	0.34%	Equity North America	1,191
Franklin US Mega Cap 100 UCITS ETF Acc	0.49%	Equity United States Large Cap	100
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.35%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.23%	Equity World	46
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.16%	Equity United States Social/Environmental	58
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.28%	Equity World Social/Environmental	479
Invesco Global Enhanced Equity UCITS ETF Acc	0.51%	Equity World Multi-Factor Strategy	497
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.35%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.22%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.79%	Equity World Financials Social/Environmental	4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.53%	Equity United States Social/Environmental	99
UBS Core MSCI World UCITS ETF hGBP acc	0.23%	Equity World	46
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental Climate Change	60
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.50%	Equity United States Social/Environmental	503
iShares MSCI ACWI UCITS ETF USD (Acc)	0.22%	Equity World	24,922
HSBC S&P 500 UCITS ETF USD (Acc)	0.34%	Equity United States	513
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.15%	Equity World Multi-Factor Strategy	470
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.34%	Equity United States	41,924
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.22%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.20%	Equity World	1,250
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	3,774
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.10%	Equity World Multi-Factor Strategy	1,072
Xtrackers MSCI USA Financials UCITS ETF 1D	2.82%	Equity United States Financials	667
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.25%	Equity World	5,024
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.63%	Equity United States Social/Environmental	4,416
Invesco FTSE All-World UCITS ETF Dist	0.19%	Equity World	216
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.35%	Equity United States	74
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.53%	Equity United States Social/Environmental	53
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.39%	Equity United States Multi-Factor Strategy	99
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.50%	Equity World Dividend	115
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.38%	Equity United States Social/Environmental	13,872
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.36%	Equity United States	57
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.27%	Equity World Social/Environmental	102
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.53%	Equity United States Social/Environmental	145
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.39%	Equity United States Social/Environmental Climate Change	2,632
Amundi Prime Global UCITS ETF Dist	0.26%	Equity World	1,141
Xtrackers MSCI USA ESG UCITS ETF 1D	0.82%	Equity United States Social/Environmental	277
Xtrackers MSCI World UCITS ETF 1C	0.23%	Equity World	17,782
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.51%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.36%	Equity World Social/Environmental	15
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.35%	Equity World Social/Environmental Multi-Asset Strategy	51
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.25%	Equity World	491
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.66%	Equity World Social/Environmental Multi-Asset Strategy	1,586
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.74%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.53%	Equity United States Social/Environmental	446
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.44%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.30%	Equity World Social/Environmental Climate Change	954
UBS Core S&P 500 UCITS ETF USD acc	0.34%	Equity United States	1,361
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.29%	Equity World Social/Environmental Climate Change	35
Amundi Prime All Country World UCITS ETF Dist	0.22%	Equity World	3,691
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.85%	Equity United States Social/Environmental	348
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.47%	Equity World Social/Environmental	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.40%	Equity United States Social/Environmental	423
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.28%	Equity World Social/Environmental	1,225
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.27%	Equity World Social/Environmental	92
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.28%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.38%	Equity United States Social/Environmental	727
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.43%	Equity North America Social/Environmental Climate Change	36
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.47%	Equity United States Momentum	447
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.35%	Equity United States	320
Xtrackers MSCI World Financials UCITS ETF 1C	1.50%	Equity World Financials	746
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.03%	Equity United States Technology Covered Call Alternative Investments	1
iShares S&P 500 Financials Sector UCITS ETF (Acc)	2.85%	Equity United States Financials	1,846
Franklin Core US Enhanced Equity UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.19%	Equity World	38
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.00%	Equity United States	254
Invesco US Enhanced Equity UCITS ETF Acc	0.85%	Equity United States Multi-Factor Strategy	65
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.18%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.25%	Equity World Social/Environmental Climate Change	255
Franklin US Dividend Tilt UCITS ETF (Dis)	0.80%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.36%	Equity United States	611
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.89%	Equity United States Social/Environmental Multi-Asset Strategy	1,043
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.34%	Equity United States	8
UBS MSCI USA UCITS ETF USD dis	0.34%	Equity United States	462
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.07%	Equity United States Social/Environmental Climate Change	3

Performance

Returns overview

YTD	+5.28%
1 month	+15.36%
3 months	+3.94%
6 months	+16.50%
1 year	+70.94%
3 years	+93.95%
5 years	+153.32%
Since inception (MAX)	+503.39%
2025	+34.25%
2024	+35.53%
2023	+4.14%
2022	-3.46%

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).