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.
UBS MSCI World Socially Responsible UCITS ETF USD acc WSRUS
Morningstar’s Analysis WSRUS
Will WSRUS 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 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 |