Block

ISIN US8522341036

WKN A143D6

Market cap (in EUR)

40,276 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Description

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the following segments: Square and Cash App. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

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Finance Specialty Finance and Services Specialty Finance United States

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Financials

Key metrics

Market capitalisation, EUR	40,276 m
EPS, EUR	1.11
P/B ratio	2.1
P/E ratio	60.0
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	21,446 m
Net income, EUR	1,157 m
Profit margin	5.40%

What ETF is Block in?

There are 296 ETFs which contain Block. All of these ETFs are listed in the table below. The ETF with the largest weighting of Block is the Global X Stablecoin & Tokenisation UCITS ETF USD Accumulating.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	1,028
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	882
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	757
Invesco MSCI World Equal Weight UCITS ETF	0.11%	Equity World Equal Weighted	1,503
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.21%	Equity World Social/Environmental	258
State Street SPDR MSCI World Financials UCITS ETF USD	0.30%	Equity World Financials	275
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	15,256
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	8
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	43
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	1,036
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States	15,617
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,935
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,526
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
Global X Stablecoin & Tokenisation UCITS ETF USD Accumulating	8.07%	Equity World Blockchain	1
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	82
UBS MSCI USA Value UCITS ETF USD dis	0.13%	Equity United States Value	592
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	3,744
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	600
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.12%	Equity United States Fundamental/Quality	37
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity United States Social/Environmental	1,432
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	399
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.11%	Equity United States Multi-Factor Strategy	138
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	696
Invesco MSCI USA Universal Screened UCITS ETF	0.05%	Equity United States Social/Environmental	38
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.56%	Equity United States Financials	654
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	410
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.11%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	96
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C	0.27%	Equity World Technology Social/Environmental Digitalisation	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,813
Xtrackers MSCI Fintech Innovation UCITS ETF 1C	1.53%	Equity World Technology Social/Environmental Fintech	11
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	151
iShares Blockchain Technology UCITS ETF USD (Acc)	0.50%	Equity World Technology Blockchain	246
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	448
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	277
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	57
Xtrackers MSCI Innovation UCITS ETF 1C	0.79%	Equity World Social/Environmental Innovation	6
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,259
WisdomTree Megatrends UCITS ETF USD	0.07%	Equity World Social/Environmental Innovation	58
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	723
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,288
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.15%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	235
UBS Core S&P 500 UCITS ETF hGBP dis	0.07%	Equity United States	69
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	19,584
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	488
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 Equal Weight UCITS ETF	0.21%	Equity United States Equal Weighted	1,074
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	1,183
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.10%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	311
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.28%	Equity World Financials Social/Environmental	28
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.20%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.06%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	2,770
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	27
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.07%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,661
UBS Core S&P 500 UCITS ETF hEUR acc	0.07%	Equity United States	196
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	8
Amundi Russell 1000 Growth UCITS ETF Acc	0.05%	Equity United States Growth	587
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,495
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	258
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,352
VanEck Crypto and Blockchain Innovators UCITS ETF	6.77%	Equity World Technology Blockchain	472
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	108
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,419
L&G Metaverse UCITS ETF USD Acc	0.57%	Equity World Social/Environmental Metaverse	18
ARK Innovation UCITS ETF USD Accumulating	1.87%	Equity World Innovation	269
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	90
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	333
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	11,430
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	883
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	189
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.30%	Equity World Mid Cap	7
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	258
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	1,204
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	439
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	31
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	592
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	87
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.07%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	14,249
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	7
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Financials Social/Environmental	121
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	903
Global X FinTech UCITS ETF USD Accumulating	6.57%	Equity World Technology Fintech	5
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.01%	Equity United States Social/Environmental Climate Change	7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	445
iShares Core MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	125,409
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.06%	Equity World Fundamental/Quality	4
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	2,185
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	5
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	132,712
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	100
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.07%	Equity North America Social/Environmental	255
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.06%	Equity United States	2,467
Invesco CoinShares Global Blockchain UCITS ETF Acc	2.65%	Equity World Technology Blockchain	886
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,258
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	812
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	59
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,286
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,865
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.05%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	14,588
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	4,415
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental Climate Change	1
L&G Digital Payments UCITS ETF	2.72%	Equity World Technology Social/Environmental Digitalisation	8
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.08%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	272
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	599
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.06%	Equity United States Social/Environmental	107
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.04%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	984
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,556
UBS Core S&P 500 UCITS ETF USD dis	0.07%	Equity United States	1,220
UBS Core S&P 500 UCITS ETF hCHF acc	0.07%	Equity United States	738
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	117
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	620
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	9,906
iShares FTSE All-World UCITS ETF USD (Acc)	0.04%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.36%	Equity United States Mid Cap	260
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	780
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	10,518
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	2,683
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	132
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	238
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	3,000
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	20
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	2,289
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,467
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,717
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.08%	Equity United States	217
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	527
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	553
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	121
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	6,459
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.07%	Equity World Social/Environmental Catholic principles	102
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,441
Franklin S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	313
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.06%	Equity United States	18,601
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.08%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	17,406
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.52%	Equity United States Social/Environmental	0
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	424
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	164
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,098
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.10%	Equity United States Value	890
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,780
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	661
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	8,662
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	68
HSBC USA Screened Equity UCITS ETF USD	0.06%	Equity United States Social/Environmental Climate Change	742
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	1,368
WisdomTree Blockchain UCITS ETF USD Acc	2.66%	Equity World Social/Environmental Blockchain	42
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	733
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	432
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	333
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	135
Franklin US Dividend Tilt UCITS ETF (Acc)	0.03%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,962
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental	17
Invesco FTSE All-World UCITS ETF	0.05%	Equity World	3,596
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	29,858
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,774
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,150
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	188
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	349
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	55
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	8,083
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Innovation	34
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	79
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	17
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	103
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	388
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	5,345
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,618
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,859
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	1,071
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	443
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.06%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.06%	Equity United States	20
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity United States Social/Environmental Climate Change	117
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.06%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	119
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.08%	Equity United States Value	669
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,933
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	2,087
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	210
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,179
VanEck Morningstar US SMID Moat UCITS ETF A	0.71%	Equity United States Small Cap Moat	11
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,775
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,406
ARK Artificial Intelligence & Robotics UCITS ETF USD Accumulating	1.16%	Equity World Artificial Intelligence	289
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	8,718
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.06%	Equity United States	2,454
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	44,969
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,930
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.28%	Equity World Financials Social/Environmental	1,303
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	284
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	217
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,352
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,256
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.06%	Equity United States	127
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	53
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.06%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.04%	Equity United States Growth	1,040
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	59
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	54
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,825
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	648
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	45,963
iShares Digitalisation UCITS ETF	2.16%	Equity World Technology Social/Environmental Digitalisation	662
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,648
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	4,251
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	0.51%	Equity United States Financials	3
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,340
Xtrackers MSCI USA Financials UCITS ETF 1D	0.51%	Equity United States Financials	671
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	5,324
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	52
Invesco FTSE All-World UCITS ETF	0.05%	Equity World	270
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.06%	Equity United States	82
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	138
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	15,777
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	61
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	106
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	3,031
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,583
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,846
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.11%	Equity World Social/Environmental Multi-Asset Strategy	70
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	550
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
Global X FinTech UCITS ETF USD Distributing	6.57%	Equity World Technology Fintech	1
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	1,747
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.08%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,056
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.07%	Equity World Social/Environmental Catholic principles	165
UBS Core S&P 500 UCITS ETF USD acc	0.07%	Equity United States	1,711
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,588
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	81
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	100
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,286
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	470
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	714
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	40
Franklin AI, Metaverse and Blockchain UCITS ETF	0.94%	Equity World Artificial Intelligence	19
Franklin S&P 500 Financials UCITS ETF Acc	0.53%	Equity United States Financials	1
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	362
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.02%	Equity United States Social/Environmental	1,078
Xtrackers MSCI World Financials UCITS ETF 1C	0.27%	Equity World Financials	818
L&G Artificial Intelligence UCITS ETF	1.11%	Equity World Technology Social/Environmental Artificial Intelligence	1,806
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.56%	Equity United States Financials	2,090
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	63
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.52%	Equity United States Social/Environmental	309
HSBC Developed World Screened Equity UCITS ETF USD	0.05%	Equity World Social/Environmental Climate Change	430
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.25%	Equity World Technology Social/Environmental Innovation	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	669
Franklin US Dividend Tilt UCITS ETF (Dis)	0.03%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	1,395
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.09%	Equity United States Value	2
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	482
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	11

Performance

Returns overview

YTD	+18.44%
1 month	+16.22%
3 months	+24.71%
6 months	+11.24%
1 year	+14.04%
3 years	+7.53%
5 years	-66.91%
Since inception (MAX)	+109.44%
2025	-29.99%
2024	+11.17%
2023	+21.33%
2022	-56.82%

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).