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Carrier Global

ISIN US14448C1045

WKN A2P1UY

Market cap (in EUR)

52,687 m

Country

United States

Sector

Industrials

Dividend yield

1.17%

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	52,687 m
EPS, EUR	4.06
P/B ratio	4.4
P/E ratio	16.3
Dividend yield	1.17%

Income statement (2024)

Revenue, EUR	20,788 m
Net income, EUR	1,024 m
Profit margin	4.93%

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What ETF is Carrier Global in?

There are 334 ETFs which contain Carrier Global. All of these ETFs are listed in the table below. The ETF with the largest weighting of Carrier Global 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	468
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	357
Xtrackers MSCI USA Screened UCITS ETF 1C	0.12%	Equity United States Social/Environmental	133
Deka MSCI USA Climate Change ESG UCITS ETF	0.01%	Equity United States Social/Environmental Climate Change	643
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	513
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	9,579
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.10%	Equity United States	47
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	493
SPDR S&P 500 UCITS ETF (Acc)	0.11%	Equity United States	7,920
UBS Core MSCI World UCITS ETF USD dis	0.08%	Equity World	605
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	431
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	549
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	1,166
UBS MSCI USA Value UCITS ETF USD dis	0.21%	Equity United States Value	443
Amundi MSCI USA UCITS ETF Acc	0.11%	Equity United States	1,422
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.08%	Equity World Social/Environmental	427
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.45%	Equity United States Social/Environmental	229
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	673
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.13%	Equity United States Multi-Factor Strategy	145
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.11%	Equity United States	718
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.48%	Equity United States Social/Environmental	1,071
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	29
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	97
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	10
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	3,924
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.74%	Equity United States Alternative Investments	9
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.45%	Equity United States Social/Environmental	9,227
Xtrackers MSCI World ESG UCITS ETF 1C	0.17%	Equity World Social/Environmental	5,212
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	377
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.13%	Equity United States Social/Environmental Climate Change	148
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.35%	Equity United States Equal Weighted	1,007
Xtrackers S&P 500 UCITS ETF 1C EUR hedged	0.11%	Equity United States	499
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	20
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	155
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	11
UBS MSCI ACWI Universal UCITS ETF USD dis	0.09%	Equity World Social/Environmental	1,904
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	330
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	258
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	82
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	1,132
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.49%	Equity United States Social/Environmental	431
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	437
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.49%	Equity United States Social/Environmental	124
UBS Core S&P 500 UCITS ETF hGBP dis	0.11%	Equity United States	46
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.56%	Equity United States Equal Weighted	2,535
iShares Core S&P 500 UCITS ETF USD (Dist)	0.11%	Equity United States	16,030
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental Climate Change	251
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	958
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	98
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	37
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	54
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	950
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	10,486
UBS Core S&P 500 UCITS ETF hEUR acc	0.11%	Equity United States	96
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	3,885
L&G Global Equity UCITS ETF	0.08%	Equity World Social/Environmental	604
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.12%	Equity World Social/Environmental	216
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.10%	Equity World Fundamental/Quality	295
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental	47
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	1.27%	Equity United States Industrials	356
UBS Core MSCI World UCITS ETF hGBP dis	0.08%	Equity World	46
Rize Environmental Impact 100 UCITS ETF	0.96%	Equity World Social/Environmental Climate Change	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	1,164
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.32%	Equity World Social/Environmental	277
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.28%	Equity World Social/Environmental	19
Xtrackers MSCI USA UCITS ETF 1C	0.11%	Equity United States	8,249
UBS Core MSCI World UCITS ETF hEUR acc	0.08%	Equity World	224
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	102
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	254
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.32%	Equity World Social/Environmental	1,434
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.17%	Equity World Social/Environmental	488
UBS MSCI World Selection UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	215
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	54
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	877
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.56%	Equity United States Equal Weighted	34
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	88
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.29%	Equity World Social/Environmental	79
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.10%	Equity United States	311
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	328
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.31%	Equity World Social/Environmental	5,601
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	21
UBS Core MSCI USA UCITS ETF hGBP acc	0.10%	Equity United States	36
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.18%	Equity World Momentum	2,570
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	431
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	91,077
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	2,702
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	99,626
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.12%	Equity North America Social/Environmental	278
L&G US Equity UCITS ETF	0.11%	Equity United States Social/Environmental	795
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.07%	Equity World	474
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	170
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	1,007
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.07%	Equity World	16,309
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	534
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.27%	Equity World Social/Environmental	552
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	661
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	1,399
iShares MSCI USA UCITS ETF (Acc)	0.11%	Equity United States	1,758
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	173
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	903
Amundi MSCI Smart Cities UCITS ETF - Acc	1.07%	Equity World Infrastructure Social/Environmental	59
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.08%	Equity World Social/Environmental	541
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	6,893
UBS Core S&P 500 UCITS ETF USD dis	0.11%	Equity United States	763
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	298
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.11%	Equity United States	422
UBS Core MSCI World UCITS ETF USD acc	0.08%	Equity World	2,163
JPMorgan Active US Value UCITS ETF USD (acc)	1.72%	Equity United States Value	37
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental Climate Change	30
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.29%	Equity World Social/Environmental	108
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.16%	Equity United States Social/Environmental	187
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental Climate Change	118
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	381
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,530
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental	2,543
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	80
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	149
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	2,421
HSBC MSCI USA UCITS ETF USD	0.10%	Equity United States	328
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	1,224
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	3,810
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.31%	Equity World Social/Environmental	1,487
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	618
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	363
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	842
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.27%	Equity World Social/Environmental	28
UBS MSCI USA Selection UCITS ETF USD acc	0.20%	Equity United States Social/Environmental	1,893
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,148
SPDR S&P 500 UCITS ETF (Dist)	0.11%	Equity United States	13,245
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	10,626
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	35
Deka MSCI World UCITS ETF Distribution	0.08%	Equity World	3,418
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,112
Invesco FTSE RAFI US 1000 UCITS ETF	0.08%	Equity United States Fundamental/Quality	452
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.48%	Equity United States Social/Environmental	104
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.27%	Equity World Social/Environmental	582
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	1,602
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.74%	Equity United States Alternative Investments	121
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	581
iShares MSCI World SRI UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental	1,338
HSBC S&P 500 UCITS ETF USD	0.12%	Equity United States	6,049
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	32
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental	524
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	857
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.16%	Equity United States Social/Environmental	1,697
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.29%	Equity World Social/Environmental	49
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.25%	Equity World Social/Environmental	88
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.10%	Equity United States	318
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	161
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	101
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	3,887
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.27%	Equity World Social/Environmental	31
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	68
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	1,333
UBS MSCI World Selection UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	34
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	20,779
UBS Core MSCI USA UCITS ETF USD acc	0.10%	Equity United States	1,550
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	681
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.24%	Equity United States Social/Environmental	52
Deka S&P 500 UCITS ETF	0.11%	Equity United States	71
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	299
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	6,972
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	42
Xtrackers MSCI World ESG UCITS ETF 1D	0.17%	Equity World Social/Environmental	295
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	3,779
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	1,388
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental	284
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.27%	Equity World Social/Environmental	557
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	412
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.09%	Equity World Social/Environmental	101
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.21%	Equity United States Value	156
Vanguard FTSE North America UCITS ETF Distributing	0.10%	Equity North America	1,984
Xtrackers S&P 500 UCITS ETF 4C	0.11%	Equity United States	263
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.45%	Equity United States Social/Environmental	803
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.31%	Equity World Social/Environmental	720
UBS MSCI World Selection UCITS ETF USD acc	0.15%	Equity World Social/Environmental	442
Xtrackers MSCI USA Industrials UCITS ETF 1D	1.21%	Equity United States Industrials	244
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	465
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	6,800
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	53
Invesco S&P 500 QVM UCITS ETF	0.69%	Equity United States Multi-Factor Strategy	69
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.29%	Equity World Social/Environmental	6,768
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,168
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.49%	Equity United States Social/Environmental	459
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.11%	Equity United States	1,068
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	6,831
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.07%	Equity World	19,419
Deka MSCI USA Large Cap UCITS ETF	0.12%	Equity United States Large Cap	105
HSBC MSCI World UCITS ETF USD (Acc)	0.08%	Equity World	807
Xtrackers MSCI USA UCITS ETF 1D	0.11%	Equity United States	221
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	94
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,828
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,089
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.45%	Equity United States Social/Environmental	42
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	144
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	71
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	41
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.16%	Equity United States Social/Environmental	511
iShares MSCI ACWI UCITS ETF USD (Acc)	0.07%	Equity World	17,477
HSBC S&P 500 UCITS ETF USD (Acc)	0.12%	Equity United States	372
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	394
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.27%	Equity World Social/Environmental	281
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.11%	Equity United States	39,174
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.05%	Equity United States Multi-Factor Strategy	24
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	3,499
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	559
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.42%	Equity United States Social/Environmental	3,080
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.08%	Equity World	4,123
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.12%	Equity World Islamic Investing	799
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	420
Invesco FTSE All-World UCITS ETF Dist	0.08%	Equity World	120
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.11%	Equity United States	34
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Social/Environmental	284
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.34%	Equity United States Multi-Factor Strategy	102
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	10,302
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.11%	Equity United States	47
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	2.22%	Equity World Social/Environmental Climate Change	66
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.32%	Equity World Social/Environmental	124
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.16%	Equity United States Social/Environmental	163
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	128
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	13,947
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.08%	Equity World	379
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	323
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	1,048
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	63
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	129
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	248
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	488
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.14%	Equity North America Social/Environmental	1,049
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.11%	Equity United States	220
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.32%	Equity World Social/Environmental	160
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	196
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.42%	Equity United States Social/Environmental	319
Xtrackers S&P 500 UCITS ETF 2C GBP hedged	0.11%	Equity United States	412
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	563

Performance

Returns overview

YTD	-3.25%
1 month	-7.61%
3 months	+1.89%
6 months	-7.28%
1 year	+3.11%
3 years	+86.29%
5 years	+198.86%
Since inception (MAX)	+325.45%
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).