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Carrier Global Corp.

ISIN US14448C1045

WKN A2P1UY

Market cap (in EUR)

53,835.10 m

Country

United States

Sector

Industrials

Dividend yield

1.16%

Overview

Quote

Description

Carrier Global Corp. engages in the provision of climate and energy solutions with a focus on providing differentiated, digitally-enabled lifecycle solutions to its customers. Its portfolio includes brands such as Carrier, Viessmann, Toshiba, Automated Logic and Carrier Transicold that offer innovative heating, ventilating, air conditioning (HVAC) and cold chain transportation solutions. It also provides a broad array of related building services, including audit, design, installation, system integration, repair, maintenance and monitoring. The firm operates through the following segments: Climate Solutions Americas (CSA), Climate Solutions Europe (CSE), Climate Solutions Asia Pacific, Middle East & Africa (CSAME) and Climate Solutions Transportation (CST). The CSA segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in North and South America. The CSE segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in Europe. The CSAME segment provides products, controls, services and solutions to meet the heating, cooling and ventilation needs of residential and commercial customers in Asia Pacific, the Middle East and Africa. The CST segment includes global transport refrigeration and monitoring products, services and digital solutions for trucks, trailers, shipping containers, intermodal and rail. The company was founded by Willis Haviland Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.

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Industrials Industrial Manufacturing Machinery Manufacturing United States

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Financials

Key metrics

Market capitalisation, EUR	53,835.10 m
EPS, EUR	4.06
P/B ratio	4.45
P/E ratio	16.47
Dividend yield	1.16%

Income statement (2024)

Revenue, EUR	20,787.74 m
Net income, EUR	1,024.32 m
Profit margin	4.93%

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What ETF is Carrier Global Corp. in?

There are 334 ETFs which contain Carrier Global Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Carrier Global Corp. is the HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.10%	Equity World Fundamental/Quality	476
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.05%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.08%	Equity World	358
Xtrackers MSCI USA Screened UCITS ETF 1C	0.12%	Equity United States Social/Environmental	136
Deka MSCI USA Climate Change ESG UCITS ETF	0.01%	Equity United States Social/Environmental Climate Change	656
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	517
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	9,780
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.10%	Equity United States	48
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.26%	Equity United States Social/Environmental	343
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.16%	Equity United States Social/Environmental	500
SPDR S&P 500 UCITS ETF (Acc)	0.11%	Equity United States	8,068
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	615
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.10%	Equity World Fundamental/Quality	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.35%	Equity United States Equal Weighted	423
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	570
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity World Social/Environmental	45
Deka MSCI World Climate Change ESG UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	1,189
UBS MSCI USA Value UCITS ETF USD dis	0.21%	Equity United States Value	449
Amundi MSCI USA UCITS ETF Acc	0.11%	Equity United States	1,410
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	440
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.45%	Equity United States Social/Environmental	231
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	684
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.13%	Equity United States Multi-Factor Strategy	148
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.11%	Equity United States	723
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.48%	Equity United States Social/Environmental	1,099
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.45%	Equity United States Social/Environmental	4
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.18%	Equity United States Social/Environmental	30
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.17%	Equity World Social/Environmental	1,673
JPMorgan Active US Value UCITS ETF USD (dist)	1.72%	Equity United States Value	5
HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc)	2.85%	Equity World Social/Environmental Climate Change	-
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.08%	Equity World	60
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.24%	Equity World Momentum Climate Change	-
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.13%	Equity World Value Alternative Investments	99
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	10
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	3,996
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.74%	Equity United States Alternative Investments	8
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.45%	Equity United States Social/Environmental	9,338
Xtrackers MSCI World ESG UCITS ETF 1C	0.17%	Equity World Social/Environmental	5,315
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.42%	Equity United States Social/Environmental	20
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.31%	Equity World Social/Environmental	381
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.13%	Equity United States Social/Environmental Climate Change	151
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.35%	Equity United States Equal Weighted	1,030
Xtrackers S&P 500 UCITS ETF 1C EUR hedged	0.11%	Equity United States	504
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.49%	Equity United States Social/Environmental	65
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.15%	Equity United States Multi-Factor Strategy Climate Change	21
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	148
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged	0.11%	Equity United States	37
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.48%	Equity United States Social/Environmental	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.09%	Equity World Social/Environmental	1,941
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	319
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,396
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.28%	Equity World Social/Environmental	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.31%	Equity World Social/Environmental	262
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.10%	Equity World Fundamental/Quality	3
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.05%	Equity United States Multi-Factor Strategy	84
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.25%	Equity United States	39
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.35%	Equity United States Equal Weighted	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.32%	Equity World Social/Environmental	1,109
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.49%	Equity United States Social/Environmental	441
Xtrackers World Green Transition Innovators UCITS ETF 1C	0.18%	Equity World Social/Environmental Innovation	11
Xtrackers MSCI World Industrials UCITS ETF 1C	0.67%	Equity World Industrials	443
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.49%	Equity United States Social/Environmental	126
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	63
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.56%	Equity United States Equal Weighted	2,600
iShares Core S&P 500 UCITS ETF USD (Dist)	0.11%	Equity United States	16,373
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental Climate Change	255
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.15%	Equity United States Multi-Factor Strategy Climate Change	4
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.27%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	979
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.16%	Equity United States Social/Environmental	12
Rize USA Environmental Impact UCITS ETF USD Acc	1.30%	Equity United States Social/Environmental Climate Change	9
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.24%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.07%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.34%	Equity United States Multi-Factor Strategy	38
Amundi Prime Global UCITS ETF Acc	0.09%	Equity World	820
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.96%	Equity World Industrials Social/Environmental	55
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.05%	Equity United States Multi-Factor Strategy	28
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.24%	Equity World Social/Environmental	963
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.22%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.08%	Equity World	10,622
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	97
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.30%	Equity World Social/Environmental	350
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.32%	Equity World Social/Environmental	3,968
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	614
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	229
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.10%	Equity World Fundamental/Quality	300
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental	58
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	1.27%	Equity United States Industrials	360
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	47
Rize Environmental Impact 100 UCITS ETF	0.96%	Equity World Social/Environmental Climate Change	67
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	1,175
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.32%	Equity World Social/Environmental	283
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.28%	Equity World Social/Environmental	20
Xtrackers MSCI USA UCITS ETF 1C	0.11%	Equity United States	8,417
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	221
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	103
First Trust US IPO Index UCITS ETF Acc	2.65%	Equity United States IPO	10
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.32%	Equity World Social/Environmental	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.15%	Equity World Social/Environmental	256
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.32%	Equity World Social/Environmental	1,463
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.17%	Equity World Social/Environmental	493
UBS MSCI World Selection UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	217
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	56
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	888
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.56%	Equity United States Equal Weighted	35
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	89
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.29%	Equity World Social/Environmental	80
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.10%	Equity United States	313
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.12%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.08%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.11%	Equity United States	334
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.31%	Equity World Social/Environmental	5,690
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.33%	Equity United States Momentum	11
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	5
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.26%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	22
UBS Core MSCI USA UCITS ETF hGBP acc	0.10%	Equity United States	49
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.18%	Equity World Momentum	2,579
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.07%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.07%	Equity World	436
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	92,526
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.21%	Equity World Fundamental/Quality	-
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States	2,718
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.11%	Equity United States	101,347
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.12%	Equity North America Social/Environmental	283
L&G US Equity UCITS ETF	0.11%	Equity United States Social/Environmental	809
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	463
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.30%	Equity World Social/Environmental	3,068
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Social/Environmental	172
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.28%	Equity World Social/Environmental	16
UBS Core MSCI USA UCITS ETF USD dis	0.10%	Equity United States	1,027
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	16,557
UBS MSCI USA Universal UCITS ETF USD acc	0.16%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.16%	Equity United States Social/Environmental	540
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.27%	Equity World Social/Environmental	553
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.18%	Equity United States Social/Environmental	3
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.10%	Equity World Fundamental/Quality	680
SPDR MSCI All Country World UCITS ETF (Acc)	0.08%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental Climate Change	4
Xtrackers MSCI World Momentum UCITS ETF 1C 1C	0.17%	Equity World Momentum	1,409
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	1,789
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.11%	Equity United States Social/Environmental Climate Change	15
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.09%	Equity World Multi-Factor Strategy	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	927
Amundi MSCI Smart Cities UCITS ETF - Acc	1.07%	Equity World Infrastructure Social/Environmental	57
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	549
Amundi S&P 500 Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental	3,924
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.03%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI USA ESG UCITS ETF 1C	0.24%	Equity United States Social/Environmental	7,036
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	777
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.22%	Equity United States Fundamental/Quality	6
UBS Core S&P 500 UCITS ETF hCHF acc	0.11%	Equity United States	300
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.11%	Equity United States	413
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	2,178
JPMorgan Active US Value UCITS ETF USD (acc)	1.72%	Equity United States Value	38
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental Climate Change	31
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.29%	Equity World Social/Environmental	110
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.16%	Equity United States Social/Environmental	189
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental Climate Change	120
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	387
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,834
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental	2,620
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	81
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.28%	Equity World Social/Environmental	1
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.22%	Equity United States Social/Environmental	0
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.22%	Equity United States Fundamental/Quality	151
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.10%	Equity United States	2,462
HSBC MSCI USA UCITS ETF USD	0.10%	Equity United States	336
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	229
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.31%	Equity World Social/Environmental	1
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,246
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	3,864
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.31%	Equity World Social/Environmental	1,509
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	663
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	373
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.06%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.25%	Equity United States Social/Environmental	9
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.13%	Equity World Value Alternative Investments	829
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.27%	Equity World Social/Environmental	35
UBS MSCI USA Selection UCITS ETF USD acc	0.20%	Equity United States Social/Environmental	1,957
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,176
SPDR S&P 500 UCITS ETF (Dist)	0.11%	Equity United States	13,421
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.17%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.07%	Equity World	10,758
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.22%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.06%	Equity World	36
Deka MSCI World UCITS ETF Distribution	0.08%	Equity World	3,483
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,168
Invesco FTSE RAFI US 1000 UCITS ETF	0.08%	Equity United States Fundamental/Quality	462
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.48%	Equity United States Social/Environmental	105
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.27%	Equity World Social/Environmental	595
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	1,601
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.74%	Equity United States Alternative Investments	124
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	587
iShares MSCI World SRI UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	1,377
HSBC S&P 500 UCITS ETF USD	0.12%	Equity United States	6,044
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	33
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental	539
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	865
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.16%	Equity United States Social/Environmental	1,744
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.29%	Equity World Social/Environmental	50
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.25%	Equity World Social/Environmental	90
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.10%	Equity United States	321
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.07%	Equity World	191
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	159
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	109
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	3,968
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.27%	Equity World Social/Environmental	32
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	69
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.22%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.08%	Equity World	1,356
UBS MSCI World Selection UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	33
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.30%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	26
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.11%	Equity United States	21,045
UBS Core MSCI USA UCITS ETF USD acc	0.10%	Equity United States	1,556
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	697
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.24%	Equity United States Social/Environmental	54
Deka S&P 500 UCITS ETF	0.11%	Equity United States	70
SPDR MSCI World Industrials UCITS ETF	0.67%	Equity World Industrials	82
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	305
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	7,122
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C	0.27%	Equity World Social/Environmental	17
HSBC MSCI World UCITS ETF CHF hedged	0.08%	Equity World	40
Xtrackers MSCI World ESG UCITS ETF 1D	0.17%	Equity World Social/Environmental	301
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	0
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	3,847
Amundi MSCI World UCITS ETF DR - USD (D)	0.08%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.07%	Equity World	1,399
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental	288
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.27%	Equity World Social/Environmental	646
Amundi MSCI USA UCITS ETF Dist	0.11%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.04%	Equity North America Social/Environmental Climate Change	526
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.29%	Equity World Social/Environmental	420
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.09%	Equity World Social/Environmental	102
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.21%	Equity United States Value	158
Vanguard FTSE North America UCITS ETF Distributing	0.10%	Equity North America	2,045
Xtrackers S&P 500 UCITS ETF 4C	0.11%	Equity United States	261
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.45%	Equity United States Social/Environmental	817
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.31%	Equity World Social/Environmental	732
UBS MSCI World Selection UCITS ETF USD acc	0.15%	Equity World Social/Environmental	473
Xtrackers MSCI USA Industrials UCITS ETF 1D	1.21%	Equity United States Industrials	248
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.31%	Equity World Social/Environmental Climate Change	89
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity United States Social/Environmental	3
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.27%	Equity World Social/Environmental	472
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	6,942
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.72%	Equity United States Value	3
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	60
Invesco S&P 500 QVM UCITS ETF	0.69%	Equity United States Multi-Factor Strategy	73
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.29%	Equity World Social/Environmental	6,908
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,177
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.49%	Equity United States Social/Environmental	450
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.11%	Equity United States	1,075
SPDR S&P 500 EUR Hedged UCITS ETF	0.11%	Equity United States	1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.11%	Equity United States	6,904
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	19,616
Deka MSCI USA Large Cap UCITS ETF	0.12%	Equity United States Large Cap	107
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	805
Xtrackers MSCI USA UCITS ETF 1D	0.11%	Equity United States	225
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	96
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,898
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,122
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.45%	Equity United States Social/Environmental	43
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.07%	Equity World	42
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.10%	Equity World Social/Environmental	146
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	1.01%	Equity World Industrials Social/Environmental	11
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.11%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.07%	Equity World Social/Environmental	2
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.16%	Equity United States Social/Environmental	72
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	42
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.16%	Equity United States Social/Environmental	512
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	17,666
HSBC S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	378
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	1.01%	Equity World Industrials Social/Environmental	342
iShares S&P 500 Industrials Sector UCITS ETF	1.27%	Equity United States Industrials	401
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.27%	Equity World Social/Environmental	288
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.11%	Equity United States	39,743
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.05%	Equity United States Multi-Factor Strategy	29
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.28%	Equity World Social/Environmental	3
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	3,593
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	565
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.42%	Equity United States Social/Environmental	3,150
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,168
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.12%	Equity World Islamic Investing	813
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.22%	Equity United States Social/Environmental	4,357
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.22%	Equity United States Fundamental/Quality	427
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	121
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.11%	Equity United States	35
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Social/Environmental	290
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.34%	Equity United States Multi-Factor Strategy	104
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.16%	Equity United States Social/Environmental	25
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	10,513
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.11%	Equity United States	48
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	2.22%	Equity World Social/Environmental Climate Change	67
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.32%	Equity World Social/Environmental	126
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.16%	Equity United States Social/Environmental	165
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.09%	Equity World	1,339
Xtrackers MSCI USA ESG UCITS ETF 1D	0.24%	Equity United States Social/Environmental	131
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	14,126
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	384
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	13
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.15%	Equity United States Social/Environmental	329
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,193
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental	1,066
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	65
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	132
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.10%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States Social/Environmental	227
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.33%	Equity United States Momentum	549
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.14%	Equity North America Social/Environmental	1,058
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.11%	Equity United States	219
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.32%	Equity World Social/Environmental	162
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	6
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.49%	Equity United States Social/Environmental	28
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental	201
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.42%	Equity United States Social/Environmental	326
Xtrackers S&P 500 UCITS ETF 2C GBP hedged	0.11%	Equity United States	417
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.12%	Equity United States	4
UBS MSCI USA UCITS ETF USD dis	0.10%	Equity United States	573

Performance

Returns overview

YTD	-1.11%
1 month	-0.54%
3 months	+5.38%
6 months	-7.49%
1 year	+9.84%
3 years	+76.07%
5 years	+215.02%
Since inception (MAX)	+334.88%
2024	+19.51%
2023	+30.36%
2022	-12.72%
2021	+43.97%

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).