Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

872,812 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

Description

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR	872,812 m
EPS, EUR	27.51
P/B ratio	1.4
P/E ratio	15.3
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	329,254 m
Net income, EUR	59,361 m
Profit margin	18.03%

What ETF is Berkshire Hathaway, Inc. in?

There are 299 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.95%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.82%	Equity World	905
Xtrackers MSCI USA Screened UCITS ETF 1C	1.24%	Equity United States Social/Environmental	410
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.93%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.25%	Equity World Multi-Asset Strategy	698
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	40
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,296
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	1.20%	Equity World	155
State Street SPDR MSCI World Financials UCITS ETF USD	4.99%	Equity World Financials	268
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.15%	Equity United States	3
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	54
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.31%	Equity United States Social/Environmental	14,035
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.16%	Equity United States	48
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.57%	Equity United States	13,171
UBS Core MSCI World UCITS ETF USD dis	0.82%	Equity World	1,684
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.31%	Equity United States Social/Environmental	1,487
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.71%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.78%	Equity World Social/Environmental	86
UBS MSCI USA Value UCITS ETF USD dis	2.19%	Equity United States Value	469
Amundi Core MSCI USA UCITS ETF Acc	1.15%	Equity United States	2,899
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.32%	Equity United States Social/Environmental	1,087
Franklin U.S. Equity UCITS ETF	1.01%	Equity United States Multi-Factor Strategy	59
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.47%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.43%	Equity World Social/Environmental	280
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	399
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.72%	Equity World	517
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.32%	Equity United States Social/Environmental	12
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.56%	Equity United States Social/Environmental	48
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.02%	Equity United States Social/Environmental	26
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.19%	Equity World Low Volatility/Risk Weighted	885
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.77%	Equity World Multi-Factor Strategy	2
JPMorgan Active US Value UCITS ETF USD (dist)	2.49%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.28%	Equity World Multi-Factor Strategy	0
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	12.59%	Equity United States Financials	555
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	15
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.92%	Equity United States Social/Environmental Multi-Asset Strategy	20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.70%	Equity World	69
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.27%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.73%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.82%	Equity World	4,264
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.32%	Equity United States Social/Environmental	9,431
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.86%	Equity United States Covered Call Alternative Investments	35
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.54%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.69%	Equity World Social/Environmental	508
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.56%	Equity United States	500
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	1.27%	Equity World Covered Call Alternative Investments	16
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental Climate Change	132
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.86%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.56%	Equity United States	51
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	242
UBS MSCI ACWI Universal UCITS ETF USD dis	0.66%	Equity World Social/Environmental	2,191
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.81%	Equity World	657
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.62%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.95%	Equity United States Multi-Factor Strategy	101
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.69%	Equity World Social/Environmental	74
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	214
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.09%	Equity United States Low Volatility/Risk Weighted	109
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.56%	Equity United States Multi-Factor Strategy	76
UBS Core S&P 500 UCITS ETF hGBP dis	1.56%	Equity United States	59
iShares Core S&P 500 UCITS ETF USD (Dist)	1.56%	Equity United States	17,547
Xtrackers Portfolio Income UCITS ETF 1D	0.09%	Equity World Multi-Asset Strategy	57
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	2,350
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.71%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,054
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.53%	Equity World Multi-Asset Strategy	994
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.40%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.33%	Equity United States Multi-Factor Strategy	37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.15%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.82%	Equity World	1,600
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	23
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.95%	Equity United States Multi-Factor Strategy	26
HSBC MSCI World UCITS ETF USD	0.81%	Equity World	12,562
UBS Core S&P 500 UCITS ETF hEUR acc	1.56%	Equity United States	228
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.81%	Equity World Social/Environmental	1,044
Invesco MSCI World Universal Screened UCITS ETF Acc	0.64%	Equity World Social/Environmental	233
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.66%	Equity World Social/Environmental	42
UBS Core MSCI World UCITS ETF hGBP dis	0.82%	Equity World	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.66%	Equity World Social/Environmental	1,390
JPMorgan Active US Growth UCITS ETF USD (acc)	0.54%	Equity United States Growth	358
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.53%	Equity World Multi-Asset Strategy	75
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.62%	Equity World Social/Environmental	181
Xtrackers MSCI USA UCITS ETF 1C	1.16%	Equity United States	9,837
UBS Core MSCI World UCITS ETF hEUR acc	0.82%	Equity World	592
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.16%	Equity United States	180
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.04%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.19%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.81%	Equity World	1,031
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.74%	Equity World Social/Environmental	430
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.16%	Equity United States	523
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.56%	Equity United States	57
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.99%	Equity United States Large Cap	36
Amundi Core MSCI World UCITS ETF Acc	0.81%	Equity World	12,670
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.69%	Equity World Social/Environmental	5,210
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	3.52%	Equity World Financials Social/Environmental	125
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	1.32%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	1.16%	Equity United States	37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.33%	Equity World Multi-Asset Strategy	765
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.73%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.82%	Equity World	427
iShares Core MSCI World UCITS ETF USD (Acc)	0.81%	Equity World	115,215
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.56%	Equity United States	1,994
iShares Core S&P 500 UCITS ETF USD (Acc)	1.56%	Equity United States	118,117
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	84
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.61%	Equity United States	162
L&G US Equity UCITS ETF	1.19%	Equity United States Social/Environmental	1,156
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.81%	Equity World	708
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.81%	Equity World	55
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.62%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	1.16%	Equity United States	1,151
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.73%	Equity World	20,389
UBS MSCI USA Universal UCITS ETF USD acc	1.20%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.02%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.70%	Equity World	9,263
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.42%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.98%	Equity World Social/Environmental	365
iShares MSCI USA UCITS ETF (Acc)	1.15%	Equity United States	3,627
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.46%	Equity World Social/Environmental Climate Change	305
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.28%	Equity World Multi-Factor Strategy	219
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	741
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	237
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.47%	Equity United States Social/Environmental	-
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.98%	Equity United States Value Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	1.56%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	1.56%	Equity United States	1,045
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	249
UBS Core S&P 500 UCITS ETF hCHF acc	1.56%	Equity United States	587
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.33%	Equity World Multi-Asset Strategy	96
L&G S&P 100 UCITS ETF USD Acc	2.18%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.16%	Equity United States	525
Xtrackers S&P 500 GARP UCITS ETF 1C	4.61%	Equity United States Multi-Factor Strategy	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	1.40%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.82%	Equity World	7,556
JPMorgan Active US Value UCITS ETF USD (acc)	2.49%	Equity United States Value	61
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental Climate Change	320
iShares Core MSCI World UCITS ETF USD (Dist)	0.81%	Equity World	517
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,946
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.02%	Equity United States Social/Environmental	2,392
Invesco FTSE RAFI All World 3000 UCITS ETF	0.68%	Equity World Fundamental/Quality	191
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	149
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.62%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.97%	Equity United States Large Cap	11
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.73%	Equity World	19
UBS MSCI USA NSL UCITS ETF USD acc	1.17%	Equity United States	2,736
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.93%	Equity United States Low Volatility/Risk Weighted	4
HSBC MSCI USA Quality UCITS ETF USD	2.29%	Equity United States Fundamental/Quality	327
Amundi Prime All Country World UCITS ETF Acc	0.72%	Equity World	1,378
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.82%	Equity World	1,350
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.69%	Equity World Social/Environmental	25
Vanguard FTSE Developed World UCITS ETF Acc	0.77%	Equity World	5,396
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.89%	Equity United States	289
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.69%	Equity World Social/Environmental	1,584
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.29%	Equity World Multi-Factor Strategy	820
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	424
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.74%	Equity World Social/Environmental	437
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.61%	Equity World	4,785
iShares Edge MSCI USA Quality Factor UCITS ETF	2.27%	Equity United States Fundamental/Quality	1,524
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.27%	Equity World Covered Call Alternative Investments	1,210
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	2.01%	Equity United States Low Volatility/Risk Weighted	39
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.24%	Equity United States Social/Environmental	1,334
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.57%	Equity United States	268
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.57%	Equity United States	16,250
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.81%	Equity World	14,987
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.61%	Equity World	96
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	285
Vanguard FTSE Developed World UCITS ETF Distributing	0.77%	Equity World	3,653
Invesco FTSE RAFI US 1000 UCITS ETF	1.44%	Equity United States Fundamental/Quality	648
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.47%	Equity North America	2,358
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.86%	Equity United States Covered Call Alternative Investments	15
JPMorgan Active US Growth UCITS ETF USD (dist)	0.54%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.86%	Equity United States Covered Call Alternative Investments	310
UBS MSCI World Mega Cap UCITS ETF USD acc	2.18%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.66%	Equity World Social/Environmental	652
HSBC S&P 500 UCITS ETF USD	1.58%	Equity United States	7,381
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	83
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,471
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.16%	Equity United States	676
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.82%	Equity World	366
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.81%	Equity World	271
Xtrackers MSCI World Screened UCITS ETF 1D	0.88%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.78%	Equity World Social/Environmental	4,803
Invesco FTSE All-World UCITS ETF Acc	0.73%	Equity World	2,705
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.98%	Equity United States Value Climate Change	16
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.76%	Equity World Social/Environmental Climate Change	20
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.57%	Equity United States	26,861
UBS Core MSCI USA UCITS ETF USD acc	1.16%	Equity United States	2,318
iShares MSCI World Screened UCITS ETF USD (Dist)	0.88%	Equity World Social/Environmental	1,055
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	45
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	310
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.31%	Equity United States Social/Environmental	7,273
HSBC MSCI World UCITS ETF CHF hedged	0.81%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.71%	Equity World Social/Environmental	15
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.33%	Equity United States Large Cap	31
iShares MSCI World Screened UCITS ETF USD (Acc)	0.88%	Equity World Social/Environmental	4,609
Amundi Core MSCI World UCITS ETF USD Dist	0.81%	Equity World	1,422
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.17%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.66%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental	437
Amundi Core MSCI USA UCITS ETF Dist	1.15%	Equity United States	952
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.56%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.70%	Equity World Low Volatility/Risk Weighted	214
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.66%	Equity World Social/Environmental	104
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.89%	Equity United States Value	424
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.47%	Equity North America	2,620
L&G Global Brands UCITS ETF USD Acc	4.14%	Equity World Fundamental/Quality Moat	39
Xtrackers S&P 500 UCITS ETF 4C	1.56%	Equity United States	1,188
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.32%	Equity United States Social/Environmental	1,028
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.69%	Equity World Social/Environmental	865
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.24%	Equity United States Social/Environmental	100
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.18%	Equity World Low Volatility/Risk Weighted	61
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	2.01%	Equity United States Low Volatility/Risk Weighted	1,334
iShares MSCI World UCITS ETF (Dist)	0.81%	Equity World	7,581
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	2.49%	Equity United States Value	4
Invesco S&P 500 QVM UCITS ETF	4.71%	Equity United States Multi-Factor Strategy	57
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.81%	Equity World	1,664
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.57%	Equity United States	1,290
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.57%	Equity United States	2,218
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.56%	Equity United States	8,243
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.27%	Equity United States Fundamental/Quality	295
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.73%	Equity World	34,578
HSBC MSCI World UCITS ETF USD (Acc)	0.81%	Equity World	1,614
Xtrackers MSCI USA UCITS ETF 1D	1.16%	Equity United States	250
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	3,787
iShares MSCI North America UCITS ETF	1.10%	Equity North America	1,191
Franklin US Mega Cap 100 UCITS ETF Acc	1.60%	Equity United States Large Cap	100
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.61%	Equity United States	1
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.32%	Equity United States Social/Environmental	58
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.82%	Equity World	46
Invesco Global Enhanced Equity UCITS ETF Acc	0.77%	Equity World Multi-Factor Strategy	497
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.57%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.78%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.82%	Equity World	46
iShares MSCI ACWI UCITS ETF USD (Acc)	0.71%	Equity World	24,922
HSBC S&P 500 UCITS ETF USD (Acc)	1.58%	Equity United States	507
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.76%	Equity World Multi-Factor Strategy	464
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.57%	Equity United States	41,924
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.95%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.70%	Equity World	1,250
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.62%	Equity World Social/Environmental	18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,774
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.87%	Equity United States Large Cap	2
Xtrackers MSCI USA Financials UCITS ETF 1D	9.20%	Equity United States Financials	660
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.81%	Equity World	5,024
Invesco FTSE All-World UCITS ETF Dist	0.73%	Equity World	213
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.01%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.57%	Equity United States	74
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.09%	Equity World Private Equity	9
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	96
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.33%	Equity United States Multi-Factor Strategy	98
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.56%	Equity United States	56
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.24%	Equity United States Social/Environmental	13,872
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.29%	Equity World Dividend	114
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.98%	Equity United States Value Climate Change	183
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.74%	Equity World Social/Environmental	99
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.09%	Equity United States Low Volatility/Risk Weighted	19
Amundi Prime Global UCITS ETF Dist	0.82%	Equity World	1,129
Xtrackers MSCI World UCITS ETF 1C	0.82%	Equity World	17,593
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.77%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.56%	Equity United States Social/Environmental	4
iShares World Equity High Income UCITS ETF USD (Acc)	0.43%	Equity World Social/Environmental	15
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.38%	Equity World Social/Environmental Multi-Asset Strategy	51
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.82%	Equity World	491
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental Multi-Asset Strategy	1,586
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.89%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	1.56%	Equity United States	1,346
Amundi Prime All Country World UCITS ETF Dist	0.72%	Equity World	3,691
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.56%	Equity United States Social/Environmental	344
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.88%	Equity World Social/Environmental	92
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.66%	Equity World Social/Environmental	1,215
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.31%	Equity United States Social/Environmental	423
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.24%	Equity United States Social/Environmental	727
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	4
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.21%	Equity United States Low Volatility/Risk Weighted	90
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.16%	Equity United States	314
Xtrackers MSCI World Financials UCITS ETF 1C	4.89%	Equity World Financials	738
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.86%	Equity United States Technology Covered Call Alternative Investments	1
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.24%	Equity United States Financials	1,846
Franklin Core US Enhanced Equity UCITS ETF Acc	0.61%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.73%	Equity World	36
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.90%	Equity United States	254
Invesco US Enhanced Equity UCITS ETF Acc	1.59%	Equity United States Multi-Factor Strategy	65
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.18%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.33%	Equity United States Large Cap	420
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.56%	Equity United States	602
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.67%	Equity United States Social/Environmental Multi-Asset Strategy	1,043
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.58%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	1.16%	Equity United States	457

Performance

Returns overview

YTD	-5.25%
1 month	-4.81%
3 months	-4.83%
6 months	-4.37%
1 year	-10.24%
3 years	+34.25%
5 years	+77.88%
Since inception (MAX)	+256.25%
2025	+2.90%
2024	+28.15%
2023	+9.86%
2022	+14.89%

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).