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).
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Risk overview

Volatility 1 year 33.02%
Volatility 3 years 28.65%
Volatility 5 years 29.57%
Return per risk 1 year 0.42
Return per risk 3 years 0.29
Return per risk 5 years 0.72
Maximum drawdown 1 year -32.24%
Maximum drawdown 3 years -32.24%
Maximum drawdown 5 years -32.24%
Maximum drawdown since inception -45.18%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.