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Morgan Stanley

ISIN US6174464486

WKN 885836

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	155,139.93 m
EPS, EUR	7.94
P/B ratio	1.81
P/E ratio	12.81
Dividend yield	3.32%

Income statement (2024)

Revenue, EUR	99,285.83 m
Net income, EUR	12,378.72 m
Profit margin	12.47%

What ETF is Morgan Stanley in?

There are 311 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 WisdomTree US Equity Income UCITS ETF GBP Hedged Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc	0.22%	Equity United States Multi-Factor Strategy	7
UBS ETF (IE) MSCI World UCITS ETF (hedged to CHF) A-acc	0.23%	Equity World	294
Xtrackers MSCI USA Screened UCITS ETF 1C	0.33%	Equity United States Social/Environmental	118
Deka MSCI USA Climate Change ESG UCITS ETF	0.30%	Equity United States Social/Environmental Climate Change	518
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	328
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.22%	Equity World Social/Environmental Climate Change	8
SPDR MSCI World Financials UCITS ETF	1.32%	Equity World Financials	279
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.51%	Equity United States Social/Environmental	8,355
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.72%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.31%	Equity United States	42
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.74%	Equity United States Social/Environmental	311
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.46%	Equity United States Social/Environmental	423
SPDR S&P 500 UCITS ETF (Acc)	0.33%	Equity United States	6,474
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	2.62%	Equity United States Dividend	1
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis	0.23%	Equity World	477
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	378
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.51%	Equity United States Social/Environmental	496
Deka MSCI World Climate Change ESG UCITS ETF	0.21%	Equity World Social/Environmental Climate Change	1,021
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.20%	Equity World Social/Environmental	41
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis	0.64%	Equity United States Value	503
Amundi MSCI USA UCITS ETF Acc	0.31%	Equity United States	1,026
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.21%	Equity World Social/Environmental	387
Xtrackers DJE US Equity Research UCITS ETF 1C	1.43%	Equity United States Multi-Factor Strategy	49
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.21%	Equity United States Social/Environmental	160
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.03%	Equity United States Social/Environmental	549
iShares World Equity High Income UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental	55
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	487
Goldman Sachs ActiveBeta® US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	123
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.32%	Equity United States	629
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.21%	Equity United States Social/Environmental	1
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.54%	Equity United States Social/Environmental	31
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.49%	Equity World Social/Environmental	1,568
JPMorgan Active US Value UCITS ETF USD (dist)	0.88%	Equity United States Value	5
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	2.25%	Equity United States Financials	674
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental Climate Change	323
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.22%	Equity World	60
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.18%	Equity World	4
Xtrackers MSCI World UCITS ETF 1D	0.20%	Equity World	3,450
Xtrackers MSCI World ESG UCITS ETF 1C	0.50%	Equity World Social/Environmental	3,962
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.21%	Equity United States Social/Environmental	8,291
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.03%	Equity United States Alternative Investments	7
Xtrackers MSCI Fintech Innovation UCITS ETF 1C	2.22%	Equity World Technology Social/Environmental Fintech	10
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.33%	Equity United States Social/Environmental Climate Change	135
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.26%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.11%	Equity World Social/Environmental	325
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,431
Xtrackers S&P 500 UCITS ETF 1C EUR hedged	0.32%	Equity United States	448
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.17%	Equity United States Multi-Factor Strategy Climate Change	18
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged	0.32%	Equity United States	40
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	123
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis	0.28%	Equity World Social/Environmental	1,419
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.24%	Equity World Social/Environmental Climate Change	92
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.52%	Equity United States Social/Environmental Climate Change	2,183
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	330
WisdomTree US Equity Income UCITS ETF Acc	2.62%	Equity United States Dividend	70
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.65%	Equity United States Social/Environmental	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	2
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc	0.22%	Equity United States Multi-Factor Strategy	77
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	217
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.65%	Equity United States	36
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	1
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	2.19%	Equity World Momentum	134
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.48%	Equity World Dividend	4,844
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis	0.33%	Equity United States	40
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	2.62%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.58%	Equity United States Equal Weighted	2,702
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.72%	Equity United States Social/Environmental	108
iShares Core S&P 500 UCITS ETF USD (Dist)	0.32%	Equity United States	14,474
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental Climate Change	227
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.24%	Equity World Social/Environmental Climate Change	410
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.17%	Equity United States Multi-Factor Strategy Climate Change	3
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.21%	Equity United States Equal Weighted	979
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
UBS ETF (IE) S&P 500 Scored & Screened UCITS ETF (hedged to GBP) A-dis	0.47%	Equity United States Social/Environmental	7
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.26%	Equity United States Social/Environmental Climate Change	244
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.34%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.52%	Equity World Financials Social/Environmental	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.18%	Equity United States Multi-Factor Strategy	34
Amundi Prime Global UCITS ETF Acc	0.23%	Equity World	710
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis	0.22%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD	0.24%	Equity World	9,331
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc	0.33%	Equity United States	96
Amundi Russell 1000 Growth UCITS ETF Acc	0.03%	Equity United States Growth	536
L&G Global Equity UCITS ETF	0.24%	Equity World Social/Environmental	314
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.48%	Equity World Dividend	843
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.34%	Equity World Social/Environmental	169
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	1,735
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis	0.28%	Equity World Social/Environmental	73
UBS ETF (IE) MSCI World UCITS ETF (hedged to GBP) A-dis	0.23%	Equity World	41
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc	0.28%	Equity World Social/Environmental	786
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	13
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.26%	Equity United States Social/Environmental Climate Change	8
Xtrackers MSCI USA UCITS ETF 1C	0.30%	Equity United States	7,357
Xtrackers MSCI World Momentum ESG UCITS ETF	0.40%	Equity World Momentum	45
UBS ETF (IE) MSCI World UCITS ETF (hedged to EUR) A-acc	0.23%	Equity World	9
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis	0.31%	Equity United States	89
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.50%	Equity World Social/Environmental	396
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to CHF) A-acc	0.44%	Equity World Social/Environmental	190
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.14%	Equity World Social/Environmental	69
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.22%	Equity World	759
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.58%	Equity United States Equal Weighted	31
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.28%	Equity World Social/Environmental	70
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc	0.31%	Equity United States	274
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.31%	Equity North America Social/Environmental	21
Amundi MSCI World UCITS ETF Acc	0.22%	Equity World	7,698
Deka MSCI USA UCITS ETF	0.31%	Equity United States	284
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	5,116
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.35%	Equity United States Momentum	8
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.43%	Equity World Financials Social/Environmental	95
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental Climate Change	5
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.74%	Equity United States Social/Environmental	543
UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc	0.24%	Equity World Social/Environmental Climate Change	12
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc	0.31%	Equity United States	21
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.68%	Equity World Momentum	2,170
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.31%	Equity United States Social/Environmental Climate Change	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.20%	Equity World	355
iShares Core MSCI World UCITS ETF USD (Acc)	0.22%	Equity World	80,947
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.32%	Equity United States	2,269
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.42%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.32%	Equity United States	88,378
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.31%	Equity North America Social/Environmental	230
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.26%	Equity United States Social/Environmental Climate Change	146
L&G US Equity UCITS ETF	0.33%	Equity United States Social/Environmental	695
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.23%	Equity World	333
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.46%	Equity United States Social/Environmental	136
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis	0.31%	Equity United States	889
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.19%	Equity World	14,341
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc	0.49%	Equity United States Social/Environmental Climate Change	2
First Trust Value Line® Dividend Index UCITS ETF Acc	0.46%	Equity United States Dividend	6
UBS ETF (IE) S&P 500 Scored & Screened UCITS ETF (hedged to EUR) A-acc	0.47%	Equity United States Social/Environmental	406
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.54%	Equity United States Social/Environmental	3
iShares MSCI USA Momentum Factor Advanced UCITS ETF USD (Acc)	2.32%	Equity United States Momentum	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.22%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental Climate Change	4
Xtrackers MSCI World Momentum UCITS ETF 1C	0.69%	Equity World Momentum	1,183
iShares MSCI USA UCITS ETF (Acc)	0.30%	Equity United States	1,573
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.56%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.33%	Equity United States Social/Environmental Climate Change	13
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	769
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.21%	Equity World Social/Environmental	467
Amundi S&P 500 Screened UCITS ETF Acc	0.47%	Equity United States Social/Environmental	3,500
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.25%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA ESG UCITS ETF 1C	0.71%	Equity United States Social/Environmental	6,180
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis	0.33%	Equity United States	688
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc	0.33%	Equity United States	178
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.30%	Equity United States	310
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc	0.23%	Equity World	1,647
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.16%	Equity United States Social/Environmental Climate Change	499
JPMorgan Active US Value UCITS ETF USD (acc)	0.88%	Equity United States Value	38
UBS ETF (IE) S&P 500 Scored & Screened UCITS ETF (hedged to CHF) A-acc	0.47%	Equity United States Social/Environmental	131
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental Climate Change	20
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental Climate Change	100
iShares Core MSCI World UCITS ETF USD (Dist)	0.22%	Equity World	356
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9,187
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.54%	Equity United States Social/Environmental	2,274
Invesco FTSE RAFI All World 3000 UCITS ETF	0.25%	Equity World Fundamental/Quality	69
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental	1
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.18%	Equity World	1
UBS ETF (IE) MSCI USA NSL UCITS ETF (USA) A-acc	0.31%	Equity United States	2,020
HSBC MSCI USA UCITS ETF USD	0.29%	Equity United States	34
Amundi Prime All Country World UCITS ETF Acc	0.21%	Equity World	181
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.72%	Equity United States Social/Environmental	258
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis	0.22%	Equity World	1,102
Vanguard FTSE Developed World UCITS ETF Acc	0.21%	Equity World	3,320
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	1,308
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	1,110
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	619
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.28%	Equity World Social/Environmental	355
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.23%	Equity World Social/Environmental Climate Change	24
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.18%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.74%	Equity United States Social/Environmental	8
UBS ETF (IE) MSCI USA ESG Leaders UCITS ETF (USA) A-acc	0.60%	Equity United States Social/Environmental	1,756
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.33%	Equity United States Social/Environmental	937
SPDR S&P 500 UCITS ETF (Dist)	0.33%	Equity United States	11,436
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.49%	Equity World Social/Environmental	155
SPDR MSCI World UCITS ETF	0.23%	Equity World	9,045
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.18%	Equity World	25
Deka MSCI World UCITS ETF Distribution	0.22%	Equity World	2,982
Vanguard FTSE Developed World UCITS ETF Distributing	0.21%	Equity World	2,869
WisdomTree US Equity Income UCITS ETF	2.62%	Equity United States Dividend	38
Invesco FTSE RAFI US 1000 UCITS ETF	0.57%	Equity United States Fundamental/Quality	414
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.29%	Equity North America	1,359
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.03%	Equity United States Alternative Investments	96
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc	0.28%	Equity World Social/Environmental	369
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.24%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.33%	Equity United States	5,400
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	31
HSBC USA Sustainable Equity UCITS ETF USD	0.60%	Equity United States Social/Environmental	480
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	637
UBS ETF (IE) S&P 500 Scored & Screened UCITS ETF USD A-Acc	0.47%	Equity United States Social/Environmental	1,699
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc	0.31%	Equity United States	240
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.20%	Equity World	153
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.23%	Equity World	138
Xtrackers MSCI World Screened UCITS ETF 1D	0.24%	Equity World Social/Environmental	110
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.20%	Equity World Social/Environmental	2,999
Invesco FTSE All-World UCITS ETF Acc	0.18%	Equity World	1,054
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to EUR) A-acc	0.44%	Equity World Social/Environmental	49
Xtrackers MSCI World Climate Transition UCITS ETF	0.22%	Equity World Social/Environmental Climate Change	23
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.33%	Equity United States	17,663
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc	0.31%	Equity United States	1,323
iShares MSCI World Screened UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental	570
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.71%	Equity United States Social/Environmental	59
Deka S&P 500 UCITS ETF	0.33%	Equity United States	58
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental Climate Change	121
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	272
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.51%	Equity United States Social/Environmental	6,623
HSBC MSCI World UCITS ETF CHF hedged	0.24%	Equity World	55
HSBC USA Sustainable Equity UCITS ETF USD (Dist)	0.60%	Equity United States Social/Environmental	0
Xtrackers MSCI World ESG UCITS ETF 1D	0.50%	Equity World Social/Environmental	262
iShares MSCI World Screened UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	3,428
Amundi MSCI World UCITS ETF DR - USD (D)	0.22%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.22%	Equity World	1,234
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc	0.28%	Equity World Social/Environmental	150
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.46%	Equity North America Social/Environmental Climate Change	493
Amundi MSCI USA UCITS ETF Dist	0.31%	Equity United States	-
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.89%	Equity World Social/Environmental Artificial Intelligence	110
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc	0.28%	Equity World Social/Environmental	92
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.55%	Equity United States Value	105
Vanguard FTSE North America UCITS ETF Distributing	0.29%	Equity North America	1,767
Xtrackers S&P 500 UCITS ETF 4C	0.32%	Equity United States	192
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.21%	Equity United States Social/Environmental	686
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	696
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (USA) A-acc	0.44%	Equity World Social/Environmental	437
First Trust US Equity Income UCITS ETF GBP Hedged Distributing	1.28%	Equity United States Dividend	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity United States Social/Environmental	3
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.47%	Equity United States Social/Environmental	829
iShares MSCI World UCITS ETF (Dist)	0.22%	Equity World	6,129
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.88%	Equity United States Value	3
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	837
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	64
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.22%	Equity World	958
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.32%	Equity United States	920
SPDR S&P 500 EUR Hedged UCITS ETF	0.33%	Equity United States	1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.32%	Equity United States	5,809
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.19%	Equity World	16,292
Deka MSCI USA Large Cap UCITS ETF	0.35%	Equity United States Large Cap	93
HSBC MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	672
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.52%	Equity World Financials Social/Environmental	416
Xtrackers MSCI USA UCITS ETF 1D	0.30%	Equity United States	101
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.16%	Equity World Social/Environmental Climate Change	99
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.12%	Equity World Multi-Factor Strategy	81
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	3,561
iShares MSCI North America UCITS ETF	0.29%	Equity North America	901
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.21%	Equity United States Social/Environmental	38
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.20%	Equity World	38
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.40%	Equity World Social/Environmental	16
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.32%	Equity United States	3
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.20%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.56%	Equity World Financials Social/Environmental	4
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.03%	Equity United States Growth	196
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.46%	Equity United States Social/Environmental	51
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.24%	Equity World Social/Environmental Climate Change	162
HSBC Developed World Sustainable Equity UCITS ETF USD (Dist)	0.57%	Equity World Social/Environmental	44
UBS ETF (IE) S&P 500 Scored & Screened UCITS ETF USD A-dis	0.47%	Equity United States Social/Environmental	537
iShares MSCI ACWI UCITS ETF USD (Acc)	0.20%	Equity World	15,135
HSBC S&P 500 UCITS ETF USD (Acc)	0.33%	Equity United States	330
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.16%	Equity United States Social/Environmental Climate Change	8
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.33%	Equity United States	35,104
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc	0.22%	Equity United States Multi-Factor Strategy	23
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.22%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	2
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,041
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.12%	Equity World Multi-Factor Strategy	472
Xtrackers MSCI USA Financials UCITS ETF 1D	2.16%	Equity United States Financials	1,550
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.22%	Equity World	3,398
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.64%	Equity United States Social/Environmental	4,357
Invesco FTSE All-World UCITS ETF Dist	0.18%	Equity World	99
First Trust US Equity Income UCITS ETF Acc	1.28%	Equity United States Dividend	27
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.32%	Equity United States	30
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.46%	Equity United States Social/Environmental	22
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.18%	Equity United States Multi-Factor Strategy	94
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.33%	Equity United States Social/Environmental	8,903
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.32%	Equity United States	30
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.46%	Equity United States Social/Environmental	167
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.52%	Equity United States Social/Environmental Climate Change	1,882
Amundi Prime Global UCITS ETF Dist	0.23%	Equity World	1,339
Xtrackers MSCI USA ESG UCITS ETF 1D	0.71%	Equity United States Social/Environmental	121
Xtrackers MSCI World UCITS ETF 1C	0.20%	Equity World	12,251
First Trust US Equity Income UCITS ETF Dist	1.28%	Equity United States Dividend	303
iShares World Equity High Income UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental	2
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.22%	Equity World	335
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc	0.01%	Equity World Social/Environmental Climate Change	12
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.65%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.46%	Equity United States Social/Environmental	260
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.34%	Equity World Social/Environmental Climate Change	1,225
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc	0.27%	Equity World Social/Environmental Climate Change	13
Amundi Prime All Country World UCITS ETF Dist	0.21%	Equity World	1,918
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.51%	Equity United States Social/Environmental	149
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.43%	Equity World Social/Environmental	13
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc	0.28%	Equity World Social/Environmental	744
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.24%	Equity World Social/Environmental	52
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.40%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.33%	Equity United States Social/Environmental	153
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.46%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.35%	Equity United States Momentum	414
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	3
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.36%	Equity North America Social/Environmental	834
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.30%	Equity United States	189
Xtrackers MSCI World Financials UCITS ETF 1C	1.30%	Equity World Financials	955
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.22%	Equity World Social/Environmental Climate Change	98
iShares S&P 500 Financials Sector UCITS ETF (Acc)	2.23%	Equity United States Financials	1,901
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.18%	Equity World	4
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.16%	Equity World Social/Environmental Climate Change	2
HSBC Developed World Sustainable Equity UCITS ETF USD	0.57%	Equity World Social/Environmental	102
Xtrackers S&P 500 UCITS ETF 2C GBP hedged	0.32%	Equity United States	321
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.33%	Equity United States	3
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis	0.31%	Equity United States	515
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.26%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-17.32%
1 month	-9.27%
3 months	-27.33%
6 months	-10.29%
1 year	+13.85%
3 years	+26.67%
5 years	+164.11%
Since inception (MAX)	+252.98%
2024	+35.53%
2023	+4.14%
2022	-3.46%
2021	+46.02%

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).