The index tracked by UBS MSCI USA SRI, the MSCI USA SRI Low Carbon 5% Issuer Capped Index, underwent methodology changes in February and May 2025 to comply with updated European Securities and Markets Authority regulations. These changes primarily reduced energy exposure to zero, increasing the fund’s sustainability bets, but do not materially alter our overall view of the strategy.
UBS MSCI USA Socially Responsible UCITS ETF USD acc SRIA
Morningstar’s Analysis SRIA
Will SRIA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Micro Devices Inc | 6.18 | 101M | Technology |
Microsoft Corp | 5.51 | 90M | Technology |
Tesla Inc | 5.31 | 86M | Consumer Cyclical |
NVIDIA Corp | 5.13 | 84M | Technology |
Broadcom Inc | 4.83 | 79M | Technology |
Visa Inc Class A | 4.12 | 67M | Financial Services |
Cisco Systems Inc | 2.90 | 47M | Technology |
Applied Materials Inc | 2.52 | 41M | Technology |
Lam Research Corp | 2.47 | 40M | Technology |
Caterpillar Inc | 2.35 | 38M | Industrials |