UBS MSCI World Socially Responsible UCITS ETF USD acc WSRUS

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Morningstar’s Analysis WSRUS

Will WSRUS outperform in the future?

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A diversified global fund focusing on best-in-class sustainable firms.

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

UBS MSCI World Socially Responsible ETF provides investors with exposure to large- and mid-cap environmental, social, and governance-related stocks across 23 developed markets while maintaining a balanced risk profile. The fund tracks the MSCI World SRI Low Carbon 5% Issuer Capped Index, which prioritizes companies with strong ESG ratings and low carbon exposure, with a significant tilt toward the US market. With a well-diversified sector composition and a 5% issuer cap to reduce concentration risk, this exchange-traded fund holds approximately 400 constituents, ensuring close alignment with its parent index.

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Portfolio Holdings WSRUS

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.39 380M
Technology

NVIDIA Corp

4.89 345M
Technology

Tesla Inc

4.84 342M
Consumer Cyclical

Advanced Micro Devices Inc

3.74 264M
Technology

Visa Inc Class A

3.11 219M
Financial Services

ASML Holding NV

2.79 197M
Technology

Intel Corp

1.70 120M
Technology

Coca-Cola Co

1.67 118M
Consumer Defensive

The Home Depot Inc

1.48 104M
Consumer Cyclical

Caterpillar Inc

1.47 103M
Industrials

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