UBS MSCI USA Socially Responsible

US companies

(SRIU)
£15.90
Previous business day’s close price
+£8.49 (+108.72%)
max available period
£7.71
£16.46

13 May 20
10 Dec 24

Details

ETF description

This ETF aims to provide investors with exposure to U.S. companies that are recognized for their strong social and environmental practices. It tracks an index that includes firms screened for positive sustainability criteria, which means it focuses on businesses that are making a positive impact in areas such as climate change, labor practices, and corporate governance.

This ETF is particularly suited for investors who wish to combine their financial objectives with their personal values, emphasizing socially responsible investing. It may appeal to those looking to support companies that prioritize ethical practices while also aiming for potential financial returns. Investors who are concerned about the implications of their investments on society and the environment might find this ETF attractive, as it offers a way to participate in the U.S. stock market while emphasizing corporate responsibility.

Issuer details

UBS Asset Management is a leading global asset management firm and a subsidiary of UBS Group AG, managing over $1.2 trillion in assets as of June 2024. UBS offers a range of investment products covering various market segments. Founded in 1862, UBS Asset Management has a strong focus on sustainable investing and leverages its global reach with local expertise to provide innovative and client‑focused investment strategies. Notable ETFs in their lineup include the UBS MSCI ACWI SF UCITS ETF and the UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF, demonstrating UBS’s commitment to offering diverse and sustainable investment options to meet the evolving needs of investors.

Index details

The MSCI USA SRI index offers investors a comprehensive measure of performance for U.S. companies that excel in sustainability practices. By focusing on ESG criteria, the index provides valuable insights into leaders in responsible business practices within the U.S. market.

This ETF is in collections:

ETF Breakdown

Tesla Inc
5.5%
NVIDIA Corp
5.3%
Microsoft Corporation
4.7%
Home Depot, Inc.
3.4%
Salesforce Inc
2.5%
Coca‑Cola Co
2.3%
PepsiCo Inc
2.0%
Advanced Micro Devices Inc.
2.0%
Cisco Systems, Inc.
1.9%
Adobe Inc
1.8%
ServiceNow Inc
1.7%
Caterpillar Inc.
1.6%
Walt Disney
1.5%
Verizon Communications Inc
1.5%
Intuit Inc
1.5%
AMGEN Inc.
1.5%
Danaher Corp.
1.4%
American Express Co.
1.4%
S&P Global Inc
1.3%
Applied Materials Inc.
1.3%
Lowe’s Companies
1.3%
Progressive Corp.
1.2%
Automatic Data Processing Inc.
1.0%
Fiserv, Inc.
1.0%
Palo Alto Networks Inc
1.0%
Gilead Sciences, Inc.
1.0%
Marsh & McLennan Companies Inc
0.9%
Lam Research Corp.
0.9%
American Tower Corp.
0.9%
Intel Corp.
0.8%
Elevance Health Inc
0.8%
Sherwin‑Williams Co.
0.8%
Trane Technologies plc
0.8%
Welltower Inc
0.7%
Zoetis Inc
0.7%
Synopsys, Inc.
0.7%
Cadence Design Systems, Inc.
0.7%
Moody`s Corp.
0.7%
Marvell Technology Inc
0.6%
PNC Financial Services Group Inc
0.6%
U.S. Bancorp.
0.6%
HCA Healthcare Inc
0.6%
Ecolab, Inc.
0.5%
Autodesk Inc.
0.5%
Carrier Global Corp
0.5%
NXP Semiconductors NV
0.5%
Travelers Companies Inc.
0.5%
Truist Financial Corporation
0.5%
Bank Of New York Mellon Corp
0.5%
United Rentals, Inc.
0.5%
Newmont Corp
0.5%
D.R. Horton Inc.
0.4%
Workday Inc
0.4%
Ameriprise Financial Inc
0.4%
Johnson Controls
0.4%
Fair, Isaac Corp.
0.4%
W W Grainger Inc
0.4%
Cummins Inc.
0.4%
Fidelity National Information Services, Inc.
0.4%
Crown Castle Inc
0.4%
Quanta Services, Inc.
0.4%
Paychex Inc.
0.4%
Prudential Financial Inc.
0.4%
Valero Energy Corp.
0.4%
Amerisource Bergen Corp.
0.4%
CBRE Group Inc
0.4%
Agilent Technologies Inc.
0.4%
Gartner, Inc.
0.3%
Edwards Lifesciences Corp
0.3%
Ingersoll‑Rand Inc
0.3%
Electronic Arts, Inc.
0.3%
IQVIA
0.3%
Baker Hughes Holdings LLC
0.3%
Exelon Corp.
0.3%
Ge Healthcare Technologies Inc
0.3%
Discover Financial Services
0.3%
General Mills, Inc.
0.3%
Iron Mountain Inc.
0.3%
Lululemon Athletica inc.
0.3%
HP Inc
0.3%
Atlassian Corp Class A
0.3%
Keurig Dr Pepper Inc
0.3%
Idexx Laboratories, Inc.
0.3%
Centene Corp.
0.3%
Hartford Financial Services Group Inc.
0.3%
Nasdaq Inc
0.3%
Axon Enterprise Inc
0.3%
Willis Towers Watson
0.3%
Rockwell Automation Inc
0.3%
Tractor Supply Co.
0.3%
Xylem Inc
0.3%
Mettler‑Toledo International, Inc.
0.2%
PPG Industries, Inc.
0.2%
Raymond James Financial, Inc.
0.2%
Ansys Inc.
0.2%
State Street Corp.
0.2%
HubSpot Inc
0.2%
Take‑Two Interactive Software, Inc.
0.2%
Smurfit Westrock Plc
0.2%
Keysight Technologies Inc
0.2%
American Water Works Co. Inc.
0.2%
Dover Corp.
0.2%
Biogen Inc
0.2%
Hewlett Packard Enterprise Co
0.2%
Veralto Corp
0.2%
Broadridge Financial Solutions, Inc.
0.2%
Deckers Outdoor Corp.
0.2%
Church & Dwight Co., Inc.
0.2%
International Flavors & Fragrances Inc.
0.2%
Halliburton Co.
0.2%
Fortive Corp
0.2%
SBA Communications Corp
0.2%
Netapp Inc
0.2%
West Pharmaceutical Services, Inc.
0.2%
PTC Inc
0.2%
Huntington Bancshares, Inc.
0.2%
Zimmer Biomet Holdings Inc
0.2%
Waters Corp.
0.2%
LyondellBasell Industries NV
0.2%
Synchrony Financial
0.2%
Steris Plc
0.2%
Eversource Energy
0.2%
Kellogg Co
0.2%
Emcor Group, Inc.
0.2%
Western Digital Corp.
0.2%
Regions Financial Corp.
0.2%
Northern Trust Corp.
0.2%
Atmos Energy Corp.
0.2%
Clorox Co.
0.2%
McCormick & Co., Inc.
0.2%
Steel Dynamics Inc.
0.2%
Seagate Technology Plc
0.2%
Molina Healthcare Inc
0.2%
Principal Financial Group Inc
0.2%
Lennox International Inc
0.2%
Laboratory Corp. Of America Holdings
0.2%
International Paper Co.
0.2%
Ulta Beauty Inc
0.2%
Best Buy Co. Inc.
0.2%
Ball Corp.
0.2%
Hologic, Inc.
0.2%
Factset Research Systems Inc.
0.2%
Williams‑Sonoma, Inc.
0.2%
Expeditors International Of Washington, Inc.
0.2%
Quest Diagnostics, Inc.
0.1%
Insulet Corporation
0.1%
Zscaler Inc
0.1%
Pentair plc
0.1%
IDEX
0.1%
Manhattan Associates, Inc.
0.1%
Keycorp
0.1%
Avery Dennison Corp.
0.1%
NortonLifeLock Inc
0.1%
Akamai Technologies Inc
0.1%
Avantor
0.1%
Trimble Inc
0.1%
Align Technology, Inc.
0.1%
Aptiv PLC
0.1%
DocuSign Inc
0.1%
Graco Inc.
0.1%
Twilio Inc
0.1%
Conagra Brands Inc
0.1%
Pool
0.1%
Juniper Networks Inc
0.1%
Ceridian HCM Holding Inc.
0.1%
Enphase Energy Inc
0.1%
Allegion plc
0.1%
Neurocrine Biosciences, Inc.
0.1%
C.H. Robinson Worldwide, Inc.
0.1%
Boston Properties, Inc.
0.1%
Bunge Limited
0.1%
Carmax Inc
< 0.1%
Interpublic Group of Companies Inc
< 0.1%
Dicks Sporting Goods, Inc.
< 0.1%
Fortune Brands Innovations Inc
< 0.1%
Solventum Corp
< 0.1%
Catalent Inc.
< 0.1%
Essential Utilities Inc
< 0.1%
MarketAxess Holdings Inc.
< 0.1%
LKQ Corp
< 0.1%
CNH Industrial NV
< 0.1%
Fox
< 0.1%
Annaly Capital Management Inc
< 0.1%
Ally Financial Inc
< 0.1%
Hormel Foods Corp.
< 0.1%
Teleflex Incorporated
< 0.1%
Henry Schein Inc.
< 0.1%
Toro Co.
< 0.1%
Rivian Automotive Inc
< 0.1%
DaVita Inc
< 0.1%
HF Sinclair Corporation
< 0.1%
Aspen Technology Inc.
< 0.1%
Twenty‑First Century Fox
< 0.1%
Others
1.9%
£15.90
Previous business day’s close price

Capital at risk

Why InvestEngine

Unbeatable value

From commission‑free investing, to zero‑ISA fees, we’re proud of our low fees.
Here's how we're able to do it

Choice of 700+ ETFs

Low cost, diversified, index‑tracking of stock markets, bonds and commodities.
Browse investments

Actionable insights

Know exactly which companies, sectors and regions are in your portfolio.

Powerful automation

Grow your wealth the easy way with automated investing features

Easy diversification

Fractional investing lets you put as little as £1 in any ETF.

DIY or Managed

Build and manage your own portfolio or leave it to us.

ETFs have spreads and annual charges and come with risks like market volatility, liquidity, and concentration, and may not always accurately track their index. Past performance and forecasts are not reliable indicators of future results. The value of your investments, including any income, can rise or fall. You may get back less than you originally invested.
Whenever you invest, your capital is at risk
This could mean the value of your investments goes down as well as up.
Understand more about investment risk.
© InvestEngine Limited 2024. All rights reserved.