UBS MSCI World Socially Responsible UCITS ETF USD acc WSRUS

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Morningstar’s Analysis WSRUS

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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 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.33 379M
Technology

Microsoft Corp

5.30 377M
Technology

Tesla Inc

4.74 338M
Consumer Cyclical

Advanced Micro Devices Inc

4.63 329M
Technology

ASML Holding NV

3.24 231M
Technology

Visa Inc Class A

2.68 191M
Financial Services

Intel Corp

2.35 167M
Technology

Lam Research Corp

1.94 138M
Technology

Applied Materials Inc

1.92 137M
Technology

Caterpillar Inc

1.75 124M
Industrials

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