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Sompo Holdings, Inc.

ISIN JP3165000005

WKN A1CTAF

Market cap (in EUR)

24,964.82 m

Country

Japan

Sector

Finance

Dividend yield

3.03%

Overview

Quote

Description

Sompo Holdings, Inc. engages in the provision of insurance services. It operates through the following segments: Domestic Property and Casualty Insurance, Domestic Life Insurance, Overseas Insurance, Nursing Care and Healthcare, and Others. The Domestic Property and Casualty Insurance segment provides underwriting of property and casualty insurance, investment, and related services. The Domestic Life Insurance segment performs asset management and underwriting of life insurance. The Overseas Insurance segment handles the insurance underwriting and asset management business overseas. The Nursing Care and Healthcare segment provides nursing care services and healthcare services. The Others segment includes asset management business, risk management business and defined contribution pension business. The company was founded on April 1, 2010 and is headquartered in Tokyo, Japan.

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Finance Insurance Japan

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Financials

Key metrics

Market capitalisation, EUR	24,964.82 m
EPS, EUR	2.67
P/B ratio	1.44
P/E ratio	9.99
Dividend yield	3.03%

Income statement (2024)

Revenue, EUR	31,269.20 m
Net income, EUR	2,587.37 m
Profit margin	8.27%

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What ETF is Sompo Holdings, Inc. in?

There are 297 ETFs which contain Sompo Holdings, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sompo Holdings, Inc. is the iShares MSCI Japan SRI UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.31%	Equity World Fundamental/Quality	469
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	348
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	1.17%	Equity Japan Social/Environmental Climate Change	1
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	512
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.10%	Equity World Fundamental/Quality	3,668
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	1.29%	Equity Japan Social/Environmental Climate Change	151
SPDR MSCI World Financials UCITS ETF	0.23%	Equity World Financials	268
Xtrackers MSCI World ex USA UCITS ETF 1C	0.14%	Equity World	2,456
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.42%	Equity World Low Volatility/Risk Weighted	181
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	3.61%	Equity Japan Social/Environmental	1
Vanguard FTSE Japan UCITS ETF USD Hedged Acc	0.61%	Equity Japan	19
Xtrackers Nikkei 225 UCITS ETF 1D	0.25%	Equity Japan	1,241
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	605
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.31%	Equity World Fundamental/Quality	9
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.57%	Equity Japan	186
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc	0.14%	Equity World	-
Deka MSCI World Climate Change ESG UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	1,150
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	43
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.78%	Equity Japan Social/Environmental	19
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	432
iShares Core MSCI Japan IMI UCITS ETF	0.57%	Equity Japan	5,271
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.61%	Equity World Multi-Factor Strategy	65
UBS Core MSCI Japan UCITS ETF hUSD acc	0.72%	Equity Japan	139
HSBC MSCI Japan UCITS ETF USD (Acc)	0.73%	Equity Japan	9
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.55%	Equity Japan	90
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	3.61%	Equity Japan Social/Environmental	4
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.78%	Equity Japan Social/Environmental	48
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	0.79%	Equity Asia Pacific Social/Environmental Climate Change	152
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,673
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.72%	Equity Japan	596
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.61%	Equity Japan	38
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.72%	Equity Japan	337
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	60
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.38%	Equity World Momentum Climate Change	-
iShares MSCI Japan SRI UCITS ETF USD (Dist)	3.87%	Equity Japan Social/Environmental	95
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	8
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	3,956
Xtrackers MSCI World ESG UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,128
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.74%	Equity Japan	13
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.03%	Equity World Social/Environmental	376
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	3.61%	Equity Japan Social/Environmental	13
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental Climate Change	139
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	1.29%	Equity Japan Social/Environmental Climate Change	191
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	3.61%	Equity Japan Social/Environmental	155
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	1,533
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.10%	Equity World Fundamental/Quality	1,734
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	311
Vanguard FTSE Japan UCITS ETF Accumulating	0.61%	Equity Japan	959
SPDR MSCI Japan UCITS ETF	0.72%	Equity Japan	680
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	2
Amundi MSCI Japan UCITS ETF Acc	0.71%	Equity Japan	4,246
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.31%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	258
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	0.42%	Equity Asia Pacific Social/Environmental	17
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental	1,097
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.41%	Equity World Momentum	143
Vanguard FTSE Japan UCITS ETF Distributing	0.61%	Equity Japan	2,078
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.09%	Equity World Dividend	5,273
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	2.60%	Equity Japan Social/Environmental	88
HSBC JAPAN SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity Japan Social/Environmental	13
HSBC JAPAN SCREENED EQUITY UCITS ETF USD	0.01%	Equity Japan Social/Environmental	198
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.74%	Equity Japan	238
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.57%	Equity Japan Social/Environmental	14
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	52
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.19%	Equity World Social/Environmental	24
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.43%	Equity World Value	206
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.15%	Equity World Low Volatility/Risk Weighted Climate Change	-
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	1.31%	Equity Japan Social/Environmental	11
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.22%	Equity World Social/Environmental	97
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.22%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.34%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	820
iShares MSCI Japan CHF Hedged UCITS ETF (Acc)	0.72%	Equity Japan	173
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	950
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	10,509
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.15%	Equity World Social/Environmental	350
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental	3,926
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	534
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	1.17%	Equity Japan Social/Environmental Climate Change	1
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (Dist)	0.54%	Equity Asia Pacific Dividend	165
Xtrackers Nikkei 225 UCITS ETF 1C	0.25%	Equity Japan	163
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.09%	Equity World Dividend	1,076
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	203
UBS MSCI Japan Universal UCITS ETF JPY acc	0.88%	Equity Japan Social/Environmental Climate Change	13
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.31%	Equity World Fundamental/Quality	295
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	0.42%	Equity Asia Pacific Social/Environmental	63
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	68
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	49
Franklin Global Quality Dividend UCITS ETF	1.58%	Equity World Dividend	97
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.21%	Equity World Social/Environmental Climate Change	29
BNP Paribas Easy Sustainable Japan UCITS ETF EUR Acc	1.19%	Equity Japan Social/Environmental	45
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.77%	Equity Japan Social/Environmental	1,388
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,008
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	3.87%	Equity Japan Social/Environmental	12
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental	279
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	19
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.74%	Equity Japan	482
Xtrackers MSCI World Momentum ESG UCITS ETF	0.42%	Equity World Momentum	59
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	196
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	3.61%	Equity Japan Social/Environmental	322
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.17%	Equity World Social/Environmental	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	252
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental	1,444
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.09%	Equity World Social/Environmental	483
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	215
UBS Core MSCI Japan UCITS ETF hCHF acc	0.72%	Equity Japan	227
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Social/Environmental	78
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.22%	Equity World Social/Environmental	51
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	878
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	88
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.16%	Equity World Social/Environmental	82
Amundi MSCI World UCITS ETF Acc	0.04%	Equity World	8,682
L&G Japan Equity UCITS ETF	0.67%	Equity Japan Social/Environmental	617
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	5,608
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.90%	Equity World Financials Social/Environmental	125
HSBC MSCI Japan UCITS ETF USD	0.73%	Equity Japan	145
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF	0.97%	Equity Japan Social/Environmental	1,470
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	20
Amundi MSCI Japan UCITS ETF Dist	0.71%	Equity Japan	310
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	13
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	1.91%	Equity Asia Pacific Social/Environmental	135
Xtrackers MSCI Japan UCITS ETF 1C	0.74%	Equity Japan	2,273
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.10%	Equity World Momentum	2,584
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	450
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	91,046
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	1.91%	Equity Asia Pacific Social/Environmental	1,001
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.38%	Equity World Dividend	185
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF EUR Hedged	0.97%	Equity Japan Social/Environmental	120
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	446
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.15%	Equity World Social/Environmental	3,068
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	17
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	16,222
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental	555
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.31%	Equity World Fundamental/Quality	679
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	3,952
Xtrackers MSCI World Momentum UCITS ETF 1C 1C	0.10%	Equity World Momentum	1,422
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D 1D	0.60%	Equity Japan Social/Environmental Climate Change	4
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.25%	Equity Japan	86
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	913
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	9
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	536
Amundi MSCI World Ex USA UCITS ETF Acc	0.14%	Equity World	394
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	2,129
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.16%	Equity World Social/Environmental	106
iShares MSCI Japan SRI UCITS ETF USD (Acc)	3.87%	Equity Japan Social/Environmental	512
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental Climate Change	836
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	401
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	80
WisdomTree Japan Equity UCITS ETF USD Acc	1.17%	Equity Japan Dividend	153
Invesco MSCI Japan Universal Screened UCITS ETF Acc	0.94%	Equity Japan Social/Environmental	9
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.57%	Equity Japan Social/Environmental	16
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	1
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	1
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.42%	Equity World Low Volatility/Risk Weighted	185
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	229
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	3.61%	Equity Japan Social/Environmental	8
UBS Core MSCI Japan UCITS ETF hEUR acc	0.72%	Equity Japan	108
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,230
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.03%	Equity World Social/Environmental	1
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	3,802
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	1,487
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.45%	Equity World Multi-Factor Strategy	1,214
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	384
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	2,579
UBS Core MSCI Japan UCITS ETF JPY acc	0.72%	Equity Japan	2,704
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	2.60%	Equity Japan Social/Environmental	103
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	1,395
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.14%	Equity World Social/Environmental	34
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.15%	Equity World Social/Environmental Catholic principles	63
IndexIQ Factors Sustainable Japan Equity UCITS ETF	1.08%	Equity Japan Social/Environmental	103
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.08%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.04%	Equity World	10,527
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.72%	Equity Japan	50
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.10%	Equity Japan Social/Environmental	204
Amundi MSCI Japan UCITS ETF EUR Hedged Dist	0.71%	Equity Japan	78
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	34
Deka MSCI World UCITS ETF Distribution	0.04%	Equity World	3,426
iShares Nikkei 225 UCITS ETF (DE)	0.25%	Equity Japan	139
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,108
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental	571
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	2.96%	Equity Japan Social/Environmental	22
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	465
iShares MSCI World SRI UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	1,365
Amundi Prime Japan UCITS ETF DR (D)	0.64%	Equity Japan	1,774
Xtrackers MSCI World ex USA UCITS ETF 1D	0.14%	Equity World	107
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	1.17%	Equity Japan Dividend	7
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.16%	Equity World Social/Environmental	52
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.14%	Equity World Social/Environmental	85
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	188
Xtrackers MSCI Japan UCITS ETF 1D	0.74%	Equity Japan	63
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	156
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.55%	Equity Japan	433
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	108
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	104
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	3,862
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	2.60%	Equity Japan Social/Environmental	417
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	1.31%	Equity Japan Social/Environmental	415
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental	31
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	70
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	1,312
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	32
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.15%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	26
Amundi Prime Japan UCITS ETF DR (C)	0.64%	Equity Japan	224
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	692
UBS Core MSCI Japan UCITS ETF hEUR dis	0.72%	Equity Japan	38
WisdomTree Japan Equity UCITS ETF GBP Hedged	1.17%	Equity Japan Dividend	19
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C	0.19%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	40
Xtrackers MSCI World ESG UCITS ETF 1D	0.09%	Equity World Social/Environmental	296
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	3,785
Amundi MSCI World UCITS ETF DR - USD (D)	0.04%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.04%	Equity World	1,387
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	216
iShares MSCI Japan UCITS ETF USD (Acc)	0.72%	Equity Japan	857
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental	639
UBS Core MSCI Japan UCITS ETF JPY dis	0.72%	Equity Japan	795
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.16%	Equity World Social/Environmental	416
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.42%	Equity World Low Volatility/Risk Weighted	567
BNP Paribas Easy Sustainable Japan UCITS ETF EUR R Acc	1.19%	Equity Japan Social/Environmental	278
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	727
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.57%	Equity Japan Social/Environmental	304
iShares Nikkei 225 UCITS ETF (Acc)	0.25%	Equity Japan	325
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	464
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	1.29%	Equity Japan Social/Environmental Climate Change	344
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.15%	Equity World Social/Environmental Climate Change	89
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	1.78%	Equity Japan Social/Environmental Climate Change	66
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.14%	Equity World Social/Environmental	471
Amundi MSCI Japan UCITS ETF GBP Hedged Acc	0.71%	Equity Japan	10
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	6,865
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	939
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.57%	Equity Japan	35
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	1.17%	Equity Japan Dividend	27
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental	6,783
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,111
SPDR MSCI Japan EUR Hedged UCITS ETF	0.72%	Equity Japan	26
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	1.31%	Equity Japan Social/Environmental	1,112
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	18,878
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	790
iShares MSCI Japan UCITS ETF (Dist)	0.72%	Equity Japan	1,426
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.34%	Equity World Financials Social/Environmental	521
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.14%	Equity World Social/Environmental Climate Change	113
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	94
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	3,881
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	42
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.02%	Equity World Social/Environmental	144
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.38%	Equity World Dividend	961
iShares MSCI Japan SRI EUR Hedged UCITS ETF (Acc)	2.39%	Equity Japan Social/Environmental	45
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	1.17%	Equity Japan Dividend	58
UBS Core MSCI Japan UCITS ETF hGBP dis	0.72%	Equity Japan	164
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.38%	Equity World Financials Social/Environmental	5
Xtrackers MSCI Japan ESG UCITS ETF 1C	1.46%	Equity Japan Social/Environmental	2,134
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	17,274
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF USD	0.97%	Equity Japan Social/Environmental	2
Deka MSCI Japan UCITS ETF	0.73%	Equity Japan	55
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.14%	Equity World Social/Environmental	282
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	3.61%	Equity Japan Social/Environmental	30
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	2
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis	2.96%	Equity Japan Social/Environmental	21
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF ETF JPY (acc)	0.57%	Equity Japan Social/Environmental	135
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	551
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,107
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	118
WisdomTree Japan Equity UCITS ETF USD Hedged	1.17%	Equity Japan Dividend	70
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	1.29%	Equity Japan Social/Environmental Climate Change	3
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental	124
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.77%	Equity Japan Social/Environmental	376
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	13,844
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.57%	Equity Japan Social/Environmental	1
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.72%	Equity Japan	308
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	380
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.22%	Equity World Social/Environmental Climate Change	1,225
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.78%	Equity Japan Social/Environmental	4
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,193
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.55%	Equity Japan	58
Deka MSCI Japan Climate Change ESG UCITS ETF	0.84%	Equity Japan Social/Environmental Climate Change	115
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.09%	Equity World Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	818
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	59
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental	11
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	2.60%	Equity Japan Social/Environmental	2
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.45%	Equity World Multi-Factor Strategy	4
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	2.60%	Equity Japan Social/Environmental	43
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.78%	Equity Japan Social/Environmental	327
Xtrackers MSCI World Financials UCITS ETF 1C	0.24%	Equity World Financials	924
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF DR	0.05%	Equity World Social/Environmental Climate Change	98
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental	162
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	6
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.14%	Equity World Social/Environmental Climate Change	2
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.10%	Equity Japan Social/Environmental	1
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.15%	Equity World	368

Performance

Returns overview

YTD	+9.22%
1 month	-4.76%
3 months	-4.52%
6 months	+4.10%
1 year	+32.44%
3 years	+87.41%
5 years	+144.28%
Since inception (MAX)	+306.10%
2024	+62.05%
2023	+4.41%
2022	+16.35%
2021	+6.59%

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).