Rockwell Automation

ISIN US7739031091

WKN 903978

Market cap (in EUR)

36,625 m

Country

United States

Sector

Industrials

Dividend yield

1.38%

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Overview

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Description

Rockwell Automation, Inc. engages in the provision of industrial automation and information services. It operates through the following segments: Intelligent Devices, Software and Control, and Lifecycle Services. The Intelligent Devices segment combines a portfolio of smart products that create the foundation of an agile, resilient, and sustainable production system. The Software and Control segment contains a portfolio of production automation and production operations platforms, including hardware and software. The Lifecycle Services segment offers a portfolio of professionally delivered services and value-added solutions. The company was founded by Lynde Bradley and Stanton Allen in 1903 and is headquartered in Milwaukee, WI.

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Industrials Industrial Manufacturing Machinery Manufacturing United States

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Financials

Key metrics

Market capitalisation, EUR	36,625 m
EPS, EUR	6.94
P/B ratio	11.7
P/E ratio	49.5
Dividend yield	1.38%

Income statement (2025)

Revenue, EUR	7,559 m
Net income, EUR	786 m
Profit margin	10.39%

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What ETF is Rockwell Automation in?

There are 374 ETFs which contain Rockwell Automation. All of these ETFs are listed in the table below. The ETF with the largest weighting of Rockwell Automation is the Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C 1C.

ETF	Weight	Investment focus	Fund size (in m EUR)
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.15%	Equity World Fundamental/Quality	446
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	647
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	197
Deka MSCI USA Climate Change ESG UCITS ETF	0.02%	Equity United States Social/Environmental Climate Change	701
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	620
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.08%	Equity World Social/Environmental Climate Change	10
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	24
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.26%	Equity United States Social/Environmental	12,891
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.00%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.17%	Equity United States Social/Environmental	343
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.10%	Equity United States Social/Environmental	521
SPDR S&P 500 UCITS ETF (Acc)	0.07%	Equity United States	10,888
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,157
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.15%	Equity World Fundamental/Quality	6
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	465
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Social/Environmental	1,560
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	21
Deka MSCI World Climate Change ESG UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	1,437
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	52
UBS MSCI USA Value UCITS ETF USD dis	0.15%	Equity United States Value	379
Amundi Core MSCI USA UCITS ETF Acc	0.07%	Equity United States	2,220
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.07%	Equity United States Social/Environmental	1,308
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	295
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.06%	Equity United States Multi-Factor Strategy	163
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.07%	Equity United States	833
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.30%	Equity United States Social/Environmental	825
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.07%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	31
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.12%	Equity United States Social/Environmental	37
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.05%	Equity World	-
Amundi MSCI World ESG Selection UCITS ETF Acc	0.11%	Equity World Social/Environmental	1,673
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF USD Acc	1.23%	Equity United States Social/Environmental	84
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	323
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.07%	Equity World	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	27
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,411
Xtrackers MSCI World ESG UCITS ETF 1C	0.11%	Equity World Social/Environmental	5,895
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.07%	Equity United States Social/Environmental	9,091
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States Social/Environmental	17
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.09%	Equity United States Social/Environmental Climate Change	161
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.04%	Equity World Social/Environmental	414
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	991
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	566
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.30%	Equity United States Social/Environmental	39
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.13%	Equity United States Multi-Factor Strategy Climate Change	1
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	192
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	46
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.30%	Equity United States Social/Environmental	12
Xtrackers MSCI Innovation UCITS ETF 1C 1C	0.11%	Equity World Social/Environmental Innovation	7
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.08%	Equity World Social/Environmental Climate Change	295
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,905
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.15%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	674
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.15%	Equity United States Social/Environmental	15
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	3
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.15%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	312
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	96
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.17%	Equity United States	39
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.22%	Equity World Social/Environmental	1,126
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.30%	Equity United States Social/Environmental	394
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc	0.89%	Equity United States Social/Environmental Climate Change	157
Xtrackers MSCI World Industrials UCITS ETF 1C	0.44%	Equity World Industrials	507
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.30%	Equity United States Social/Environmental	142
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.07%	Equity United States	61
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.32%	Equity United States Equal Weighted	2,106
Amundi Label ISR Actions USA UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	50
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	17,279
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.00%	Equity United States Social/Environmental	205
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	316
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.09%	Equity World Social/Environmental Climate Change	484
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.13%	Equity United States Multi-Factor Strategy Climate Change	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.62%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	588
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental	27
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.75%	Equity World Social/Environmental	103
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.05%	Equity World Social/Environmental Climate Change	261
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	0.05%	Equity World	820
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.44%	Equity World Industrials Social/Environmental	84
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	28
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.75%	Equity World Social/Environmental	941
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.25%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,493
UBS Core S&P 500 UCITS ETF hEUR acc	0.07%	Equity United States	249
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.34%	Equity World Social/Environmental	350
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.51%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.21%	Equity World Social/Environmental	3,990
Amundi Label ISR Actions USA UCITS ETF Acc	0.08%	Equity United States Social/Environmental	86
Amundi Russell 1000 Growth UCITS ETF Acc	0.00%	Equity United States Growth	569
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	915
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,763
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	197
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.15%	Equity World Fundamental/Quality	298
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	49
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.84%	Equity United States Industrials	366
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	90
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,328
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.22%	Equity World Social/Environmental	306
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	173
Xtrackers MSCI USA UCITS ETF 1C	0.07%	Equity United States	9,332
Xtrackers MSCI World Momentum ESG UCITS ETF	0.11%	Equity World Momentum	165
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	261
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	317
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.22%	Equity World Social/Environmental	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.10%	Equity World Social/Environmental	283
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.21%	Equity World Social/Environmental	1,552
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.11%	Equity World Social/Environmental	766
UBS MSCI World Selection UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	218
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.05%	Equity World	8
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.75%	Equity World Social/Environmental	51
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	926
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.32%	Equity United States Equal Weighted	55
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	112
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.21%	Equity World Social/Environmental	104
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	458
Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C 1C	3.68%	Equity World Infrastructure Social/Environmental Robotics & Automation	4
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.07%	Equity United States	381
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	5,215
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.16%	Equity United States Momentum	11
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.17%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	22
Deka MSCI USA MC UCITS ETF	0.54%	Equity United States Mid Cap	48
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	43
VanEck Morningstar US ESG Wide Moat UCITS ETF A	2.90%	Equity United States Moat	326
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.16%	Equity United States Social/Environmental Climate Change	8
Global X Internet of Things UCITS ETF USD Accumulating	1.36%	Equity World Technology Digitalisation	2
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	533
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.52%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	106,185
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States	2,937
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.33%	Equity North America Dividend	109
iShares Core S&P 500 UCITS ETF USD (Acc)	0.07%	Equity United States	114,264
L&G US Equity UCITS ETF	0.07%	Equity United States Social/Environmental	1,057
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	609
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.34%	Equity World Social/Environmental	3,068
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental	292
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.52%	Equity United States Social/Environmental Climate Change	33
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	60
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,177
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,432
UBS MSCI USA Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.10%	Equity United States Social/Environmental	879
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental	459
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.12%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	635
SPDR MSCI All Country World UCITS ETF (Acc)	0.07%	Equity World	6,471
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	2,247
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental Climate Change	1
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental	988
Amundi S&P 500 Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental	3,924
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.09%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	64
Xtrackers MSCI USA ESG UCITS ETF 1C	0.15%	Equity United States Social/Environmental	8,152
UBS Core S&P 500 UCITS ETF USD dis	0.07%	Equity United States	855
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.25%	Equity United States Fundamental/Quality	37
UBS Core S&P 500 UCITS ETF hCHF acc	0.07%	Equity United States	384
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.07%	Equity United States	480
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.06%	Equity United States Social/Environmental Climate Change	457
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	4,359
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.21%	Equity World Social/Environmental	95
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	40
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.10%	Equity United States Social/Environmental	303
iShares Metaverse UCITS ETF USD (Acc)	0.43%	Equity World Social/Environmental Metaverse	109
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.35%	Equity United States Mid Cap	252
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	187
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	378
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,358
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental	2,793
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.55%	Equity World Social/Environmental	350
iShares Automation & Robotics UCITS ETF	2.71%	Equity World Technology Social/Environmental Robotics & Automation	3,064
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.04%	Equity World Social/Environmental	2
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.25%	Equity United States Fundamental/Quality	149
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.14%	Equity United States Social/Environmental	0
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	4
HANetf HAN-GINS Tech Megatrend Equal Weight UCITS ETF	0.84%	Equity World Technology Innovation	92
UBS MSCI USA NSL UCITS ETF USD acc	0.07%	Equity United States	2,717
Amundi Prime All Country World UCITS ETF Acc	0.05%	Equity World	485
UBS MSCI World UCITS ETF USD dis	0.06%	Equity World	1,329
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.04%	Equity World Social/Environmental	15
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.00%	Equity United States Social/Environmental	313
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	4,603
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.09%	Equity United States	316
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	1,687
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.06%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	400
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	443
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF EUR Dis	1.23%	Equity United States Social/Environmental	86
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.07%	Equity World	3,698
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.18%	Equity World Social/Environmental	28
UBS MSCI USA Selection UCITS ETF USD acc	0.13%	Equity United States Social/Environmental	2,164
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.18%	Equity World Social/Environmental Catholic principles	81
Franklin S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,313
SPDR S&P 500 UCITS ETF (Dist)	0.07%	Equity United States	14,944
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.11%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.05%	Equity World	13,079
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	2.62%	Equity United States Infrastructure	440
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	35
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.14%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.07%	Equity World	62
Deka MSCI World UCITS ETF Distribution	0.05%	Equity World	4,162
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	3,507
Invesco FTSE RAFI US 1000 UCITS ETF	0.06%	Equity United States Fundamental/Quality	554
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.30%	Equity United States Social/Environmental	309
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental	562
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.07%	Equity North America	1,961
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	631
iShares MSCI World SRI UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	1,433
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.08%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.07%	Equity United States	7,198
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	35
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental	689
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	815
iShares Automation & Robotics UCITS ETF	2.71%	Equity World Technology Social/Environmental Robotics & Automation	193
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.10%	Equity United States Social/Environmental	1,641
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.28%	Equity World Social/Environmental	105
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.21%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	466
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	301
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	228
Xtrackers MSCI World Screened UCITS ETF 1D	0.06%	Equity World Social/Environmental	117
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	4,632
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	79
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental	30
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.14%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	1,980
UBS MSCI World Selection UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	43
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.34%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.09%	Equity World Social/Environmental Climate Change	28
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.07%	Equity United States	24,681
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,014
iShares MSCI World Screened UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	811
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.15%	Equity United States Social/Environmental	130
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental Climate Change	129
Deka S&P 500 UCITS ETF	0.07%	Equity United States	97
SPDR MSCI World Industrials UCITS ETF	0.43%	Equity World Industrials	91
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	276
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.26%	Equity United States Social/Environmental	7,305
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.20%	Equity United States Social/Environmental Innovation	34
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.62%	Equity World Social/Environmental	14
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	52
Xtrackers MSCI World ESG UCITS ETF 1D	0.11%	Equity World Social/Environmental	325
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	114
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	318
iShares MSCI World Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	4,258
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.05%	Equity World	1,652
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	306
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental	605
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.12%	Equity North America Social/Environmental Climate Change	526
Amundi Core MSCI USA UCITS ETF Dist	0.07%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	0.07%	Equity United States	5
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.21%	Equity World Social/Environmental	308
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.14%	Equity World Social/Environmental Artificial Intelligence	237
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.52%	Equity United States Social/Environmental Climate Change	202
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.12%	Equity United States Value	202
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.07%	Equity North America	2,354
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	426
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity United States Social/Environmental	914
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	756
L&G ROBO Global Robotics and Automation UCITS ETF	1.63%	Equity World Technology Robotics & Automation	643
UBS MSCI World Selection UCITS ETF USD acc	0.10%	Equity World Social/Environmental	607
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.80%	Equity United States Industrials	283
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.42%	Equity World Social/Environmental Climate Change	89
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	88
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.18%	Equity World Social/Environmental	347
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.11%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,406
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.21%	Equity World Social/Environmental	6,232
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,414
Amundi MSCI Robotics & AI UCITS ETF Acc	1.19%	Equity World Technology Social/Environmental Artificial Intelligence	1,023
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.30%	Equity United States Social/Environmental	482
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.07%	Equity United States	1,182
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	7,657
SPDR S&P 500 EUR Hedged UCITS ETF	0.07%	Equity United States	2,580
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	25,089
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,216
Xtrackers MSCI USA UCITS ETF 1D	0.07%	Equity United States	242
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.05%	Equity World Social/Environmental Climate Change	111
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	124
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental	4,330
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,066
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.07%	Equity United States Social/Environmental	51
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	55
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.08%	Equity World Social/Environmental	237
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	0.73%	Equity World Industrials Social/Environmental	11
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States Social/Environmental	0
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.07%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	441
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.10%	Equity United States Social/Environmental	78
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental Climate Change	383
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	49
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.10%	Equity United States Social/Environmental	540
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	20,575
HSBC S&P 500 UCITS ETF USD (Acc)	0.07%	Equity United States	430
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.06%	Equity United States Social/Environmental Climate Change	1
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	0.73%	Equity World Industrials Social/Environmental	342
iShares S&P 500 Industrials Sector UCITS ETF	0.83%	Equity United States Industrials	409
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.18%	Equity World Social/Environmental	167
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	1.23%	Equity United States Social/Environmental	74
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.07%	Equity United States	42,668
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	25
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	885
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	3
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	2,948
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	733
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental	2,542
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,709
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.08%	Equity World Islamic Investing	921
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.86%	Equity United States Social/Environmental	187
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.14%	Equity United States Social/Environmental	4,317
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.25%	Equity United States Fundamental/Quality	543
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	172
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.07%	Equity United States	65
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.29%	Equity United States Social/Environmental	281
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.18%	Equity United States Multi-Factor Strategy	86
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.10%	Equity United States Social/Environmental	42
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	13,128
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	61
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.22%	Equity World Social/Environmental	227
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	138
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,339
Xtrackers MSCI USA ESG UCITS ETF 1D	0.15%	Equity United States Social/Environmental	192
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	2.62%	Equity United States Infrastructure	18
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	15,814
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	1
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	453
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	15
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.15%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	377
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.09%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	1,225
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.18%	Equity World Social/Environmental Catholic principles	147
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.09%	Equity World Social/Environmental Climate Change	28
UBS Core S&P 500 UCITS ETF USD acc	0.07%	Equity United States	891
Amundi Prime All Country World UCITS ETF Dist	0.05%	Equity World	2,193
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.26%	Equity United States Social/Environmental	507
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,172
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.06%	Equity World Social/Environmental	75
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	740
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.12%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.16%	Equity United States Momentum	569
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	0.86%	Equity United States Social/Environmental	870
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.09%	Equity United States Social/Environmental	1,281
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.07%	Equity United States	258
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	98
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.22%	Equity World Social/Environmental	233
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	12
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.30%	Equity United States Social/Environmental	30
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.05%	Equity World Social/Environmental Climate Change	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental	259
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	324
Franklin US Dividend Tilt UCITS ETF (Dis)	0.20%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	517
UBS MSCI USA UCITS ETF USD dis	0.07%	Equity United States	453
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.07%	Equity United States	4

Performance

Returns overview

YTD	+25.43%
1 month	+11.20%
3 months	+11.82%
6 months	+23.82%
1 year	+26.71%
3 years	+25.56%
5 years	+58.29%
Since inception (MAX)	+302.95%
2024	-6.33%
2023	+13.10%
2022	-16.34%
2021	+41.83%

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).