UBS MSCI USA Socially Responsible

US companies

(SRUG)
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13 May 20
20 Nov 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
6.7%
NVIDIA Corp
5.3%
Microsoft Corporation
4.6%
Home Depot, Inc.
3.3%
Salesforce Inc
2.5%
Coca‑Cola Co
2.1%
Advanced Micro Devices Inc.
2.0%
Cisco Systems, Inc.
1.9%
PepsiCo Inc
1.9%
Adobe Inc
1.8%
ServiceNow Inc
1.7%
Caterpillar Inc.
1.6%
Intuit Inc
1.6%
Walt Disney
1.5%
AMGEN Inc.
1.4%
Verizon Communications Inc
1.4%
American Express Co.
1.4%
Danaher Corp.
1.3%
S&P Global Inc
1.3%
Applied Materials Inc.
1.3%
Lowe’s Companies
1.3%
Progressive Corp.
1.3%
Palo Alto Networks Inc
1.0%
Automatic Data Processing Inc.
1.0%
Fiserv, Inc.
1.0%
Gilead Sciences, Inc.
1.0%
Intel Corp.
0.9%
Marsh & McLennan Companies Inc
0.9%
Lam Research Corp.
0.8%
Elevance Health Inc
0.8%
American Tower Corp.
0.8%
Sherwin‑Williams Co.
0.8%
Trane Technologies plc
0.8%
Synopsys, Inc.
0.7%
Welltower Inc
0.7%
Cadence Design Systems, Inc.
0.7%
PNC Financial Services Group Inc
0.7%
Marvell Technology Inc
0.7%
Zoetis Inc
0.7%
Moody`s Corp.
0.6%
U.S. Bancorp.
0.6%
HCA Healthcare Inc
0.6%
Autodesk Inc.
0.5%
Ecolab, Inc.
0.5%
Carrier Global Corp
0.5%
Truist Financial Corporation
0.5%
NXP Semiconductors NV
0.5%
Travelers Companies Inc.
0.5%
United Rentals, Inc.
0.5%
Fair, Isaac Corp.
0.5%
Johnson Controls
0.5%
Bank Of New York Mellon Corp
0.5%
Ameriprise Financial Inc
0.4%
Workday Inc
0.4%
W W Grainger Inc
0.4%
Newmont Corp
0.4%
D.R. Horton Inc.
0.4%
Quanta Services, Inc.
0.4%
Cummins Inc.
0.4%
Fidelity National Information Services, Inc.
0.4%
Paychex Inc.
0.4%
Crown Castle Inc
0.4%
Valero Energy Corp.
0.4%
Amerisource Bergen Corp.
0.4%
Prudential Financial Inc.
0.4%
Discover Financial Services
0.4%
Axon Enterprise Inc
0.4%
Baker Hughes Holdings LLC
0.4%
Gartner, Inc.
0.4%
CBRE Group Inc
0.3%
Ingersoll‑Rand Inc
0.3%
Agilent Technologies Inc.
0.3%
IQVIA
0.3%
Edwards Lifesciences Corp
0.3%
Electronic Arts, Inc.
0.3%
Atlassian Corp Class A
0.3%
Exelon Corp.
0.3%
Keurig Dr Pepper Inc
0.3%
Ge Healthcare Technologies Inc
0.3%
General Mills, Inc.
0.3%
HP Inc
0.3%
Idexx Laboratories, Inc.
0.3%
Lululemon Athletica inc.
0.3%
Iron Mountain Inc.
0.3%
Hartford Financial Services Group Inc.
0.3%
Nasdaq Inc
0.3%
Willis Towers Watson
0.3%
HubSpot Inc
0.3%
Centene Corp.
0.3%
Rockwell Automation Inc
0.3%
Tractor Supply Co.
0.3%
Raymond James Financial, Inc.
0.3%
Xylem Inc
0.2%
Take‑Two Interactive Software, Inc.
0.2%
Ansys Inc.
0.2%
PPG Industries, Inc.
0.2%
Keysight Technologies Inc
0.2%
State Street Corp.
0.2%
Hewlett Packard Enterprise Co
0.2%
Dover Corp.
0.2%
Mettler‑Toledo International, Inc.
0.2%
Smurfit Westrock Plc
0.2%
Deckers Outdoor Corp.
0.2%
American Water Works Co. Inc.
0.2%
Veralto Corp
0.2%
Fortive Corp
0.2%
Broadridge Financial Solutions, Inc.
0.2%
Netapp Inc
0.2%
Church & Dwight Co., Inc.
0.2%
Huntington Bancshares, Inc.
0.2%
Biogen Inc
0.2%
Halliburton Co.
0.2%
Synchrony Financial
0.2%
SBA Communications Corp
0.2%
Emcor Group, Inc.
0.2%
West Pharmaceutical Services, Inc.
0.2%
PTC Inc
0.2%
International Flavors & Fragrances Inc.
0.2%
Regions Financial Corp.
0.2%
Zimmer Biomet Holdings Inc
0.2%
Waters Corp.
0.2%
Western Digital Corp.
0.2%
LyondellBasell Industries NV
0.2%
Kellogg Co
0.2%
Steel Dynamics Inc.
0.2%
Eversource Energy
0.2%
Northern Trust Corp.
0.2%
Atmos Energy Corp.
0.2%
Steris Plc
0.2%
Clorox Co.
0.2%
Seagate Technology Plc
0.2%
Laboratory Corp. Of America Holdings
0.2%
Principal Financial Group Inc
0.2%
McCormick & Co., Inc.
0.2%
Molina Healthcare Inc
0.2%
Lennox International Inc
0.2%
Insulet Corporation
0.2%
International Paper Co.
0.2%
Ulta Beauty Inc
0.2%
Ball Corp.
0.2%
Hologic, Inc.
0.1%
Factset Research Systems Inc.
0.1%
Quest Diagnostics, Inc.
0.1%
Best Buy Co. Inc.
0.1%
Trimble Inc
0.1%
Zscaler Inc
0.1%
Keycorp
0.1%
Manhattan Associates, Inc.
0.1%
Expeditors International Of Washington, Inc.
0.1%
Pentair plc
0.1%
Williams‑Sonoma, Inc.
0.1%
IDEX
0.1%
Avery Dennison Corp.
0.1%
NortonLifeLock Inc
0.1%
DocuSign Inc
0.1%
Align Technology, Inc.
0.1%
Graco Inc.
0.1%
Aptiv PLC
0.1%
Avantor
0.1%
Twilio Inc
0.1%
Pool
0.1%
Conagra Brands Inc
0.1%
Akamai Technologies Inc
0.1%
Ceridian HCM Holding Inc.
0.1%
Neurocrine Biosciences, Inc.
0.1%
C.H. Robinson Worldwide, Inc.
0.1%
Juniper Networks Inc
0.1%
Allegion plc
0.1%
Bunge Limited
0.1%
Boston Properties, Inc.
0.1%
Carmax Inc
< 0.1%
Dicks Sporting Goods, Inc.
< 0.1%
Interpublic Group of Companies Inc
< 0.1%
Catalent Inc.
< 0.1%
Solventum Corp
< 0.1%
Essential Utilities Inc
< 0.1%
LKQ Corp
< 0.1%
MarketAxess Holdings Inc.
< 0.1%
Fortune Brands Innovations Inc
< 0.1%
Ally Financial Inc
< 0.1%
Fox
< 0.1%
Annaly Capital Management Inc
< 0.1%
CNH Industrial NV
< 0.1%
Enphase Energy Inc
< 0.1%
Hormel Foods Corp.
< 0.1%
Henry Schein Inc.
< 0.1%
Teleflex Incorporated
< 0.1%
Toro Co.
< 0.1%
DaVita Inc
< 0.1%
Rivian Automotive Inc
< 0.1%
HF Sinclair Corporation
< 0.1%
Aspen Technology Inc.
< 0.1%
Twenty‑First Century Fox
< 0.1%
Others
1.9%
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