UBS MSCI USA Socially Responsible

American Companies

(UC46)
£190.88
Previous business day’s close price
+£100.78 (+104.71%)
max available period
£80.61
£202.46

13 Dec 19
14 Jan 25

Details

ETF description

This ETF focuses on companies in the United States that meet high environmental, social, and governance (ESG) standards. It selects businesses that align with strict sustainability and ethical criteria, excluding industries and activities that do not meet these requirements, such as fossil fuels, tobacco, and weapons manufacturing. By emphasizing companies with strong ESG profiles, the fund aims to provide a way to invest in the U.S. market while considering sustainable practices and social responsibility.

The fund could appeal to investors who prioritize ethical investing and wish to support businesses that demonstrate leadership in sustainability, social impact, and corporate governance. It offers exposure to a diverse range of sectors within the U.S. economy, with the selected companies representing those that adhere to the fund’s strict ESG framework.

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 Low Carbon Select 5% Issuer Capped Total Return Net Index is a free float‑adjusted market capitalization weighted index that is designed to measure the equity market performance of North America considering only companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best‑of‑class companies from an ESG perspective

This ETF is in collections:

ETF Breakdown

Tesla Inc
6.9%
NVIDIA Corp
6.2%
Microsoft Corporation
4.8%
Home Depot, Inc.
3.2%
PepsiCo Inc
2.6%
Coca‑Cola Co
2.5%
Adobe Inc
2.3%
Salesforce Inc
2.2%
Cisco Systems, Inc.
2.2%
Texas Instruments Inc.
1.7%
Danaher Corp.
1.7%
Walt Disney
1.6%
Verizon Communications Inc
1.5%
Lowe’s Companies
1.4%
S&P Global Inc
1.3%
Intuit Inc
1.3%
Caterpillar Inc.
1.3%
AMGEN Inc.
1.2%
Applied Materials Inc.
1.2%
ServiceNow Inc
1.2%
Prologis Inc
1.2%
American Express Co.
1.1%
Blackrock Inc.
1.1%
Elevance Health Inc
1.0%
Booking Holdings Inc
1.0%
Gilead Sciences, Inc.
1.0%
Automatic Data Processing Inc.
1.0%
Marsh & McLennan Companies Inc
0.9%
Zoetis Inc
0.8%
Fiserv, Inc.
0.8%
Progressive Corp.
0.8%
Illinois Tool Works, Inc.
0.8%
Becton, Dickinson And Co.
0.8%
Synopsys, Inc.
0.7%
CME Group Inc
0.7%
Cadence Design Systems, Inc.
0.7%
Sherwin‑Williams Co.
0.6%
HCA Healthcare Inc
0.6%
Moody`s Corp.
0.6%
Edwards Lifesciences Corp
0.6%
NXP Semiconductors NV
0.6%
Marvell Technology Inc
0.5%
U.S. Bancorp.
0.5%
Crown Castle Inc
0.5%
PNC Financial Services Group Inc
0.5%
Ecolab, Inc.
0.5%
Johnson Controls
0.5%
Workday Inc
0.5%
Autodesk Inc.
0.5%
General Mills, Inc.
0.5%
Trane Technologies plc
0.5%
Idexx Laboratories, Inc.
0.4%
Carrier Global Corp
0.4%
Truist Financial Corporation
0.4%
Valero Energy Corp.
0.4%
Exelon Corp.
0.4%
IQVIA
0.4%
Biogen Inc
0.4%
Welltower Inc
0.4%
Rockwell Automation Inc
0.4%
Travelers Companies Inc.
0.4%
Centene Corp.
0.4%
Otis Worldwide Corp
0.4%
W W Grainger Inc
0.4%
Electronic Arts, Inc.
0.4%
Bank Of New York Mellon Corp
0.4%
Ameriprise Financial Inc
0.4%
Cummins Inc.
0.4%
Agilent Technologies Inc.
0.4%
Baker Hughes Holdings LLC
0.4%
Fidelity National Information Services, Inc.
0.3%
Fastenal Co.
0.3%
Newmont Corp
0.3%
Vmware Inc.
0.3%
Prudential Financial Inc.
0.3%
Amerisource Bergen Corp.
0.3%
Halliburton Co.
0.3%
Ferguson Plc.
0.3%
United Rentals, Inc.
0.3%
Keysight Technologies Inc
0.3%
Zimmer Biomet Holdings Inc
0.3%
Aptiv PLC
0.3%
Illumina Inc
0.3%
Ansys Inc.
0.3%
Quanta Services, Inc.
0.3%
West Pharmaceutical Services, Inc.
0.3%
Mettler‑Toledo International, Inc.
0.3%
HP Inc
0.3%
Oneok Inc.
0.3%
Gartner, Inc.
0.3%
Xylem Inc
0.3%
American Water Works Co. Inc.
0.3%
Martin Marietta Materials, Inc.
0.3%
Ingersoll‑Rand Inc
0.3%
Fortive Corp
0.3%
CBRE Group Inc
0.3%
T. Rowe Price Group Inc.
0.3%
Align Technology, Inc.
0.3%
State Street Corp.
0.3%
HubSpot Inc
0.3%
Take‑Two Interactive Software, Inc.
0.3%
Eversource Energy
0.2%
Tractor Supply Co.
0.2%
Ulta Beauty Inc
0.2%
LyondellBasell Industries NV
0.2%
Church & Dwight Co., Inc.
0.2%
Hartford Financial Services Group Inc.
0.2%
Steris Plc
0.2%
Hewlett Packard Enterprise Co
0.2%
Dover Corp.
0.2%
Insulet Corporation
0.2%
Fair, Isaac Corp.
0.2%
International Flavors & Fragrances Inc.
0.2%
Clorox Co.
0.2%
Broadridge Financial Solutions, Inc.
0.2%
Hologic, Inc.
0.2%
Expeditors International Of Washington, Inc.
0.2%
Cooper Companies, Inc.
0.2%
Laboratory Corp. Of America Holdings
0.2%
Ball Corp.
0.2%
Kellogg Co
0.2%
Regions Financial Corp.
0.2%
Molina Healthcare Inc
0.2%
Iron Mountain Inc.
0.2%
Atmos Energy Corp.
0.2%
IDEX
0.2%
Nasdaq Inc
0.2%
Netapp Inc
0.2%
Rivian Automotive Inc
0.2%
Splunk Inc
0.2%
Conagra Brands Inc
0.2%
Waters Corp.
0.2%
Northern Trust Corp.
0.2%
Best Buy Co. Inc.
0.2%
Quest Diagnostics, Inc.
0.2%
Factset Research Systems Inc.
0.2%
PTC Inc
0.2%
J M Smucker Co
0.2%
Bunge Ltd.
0.2%
Huntington Bancshares, Inc.
0.2%
Pool
0.2%
Interpublic Group of Companies Inc
0.2%
J.B. Hunt Transport Services, Inc.
0.2%
LKQ Corp
0.2%
Synchrony Financial
0.1%
Deckers Outdoor Corp.
0.1%
Graco Inc.
0.1%
Akamai Technologies Inc
0.1%
Avery Dennison Corp.
0.1%
Avantor
0.1%
Axon Enterprise Inc
0.1%
Masco Corp.
0.1%
Zscaler Inc
0.1%
Trimble Inc
0.1%
Western Digital Corp.
0.1%
Twilio Inc
0.1%
AECOM
0.1%
Seagate Technology Plc
0.1%
C.H. Robinson Worldwide, Inc.
0.1%
NortonLifeLock Inc
0.1%
Toro Co.
0.1%
Allegion plc
0.1%
Henry Schein Inc.
0.1%
DocuSign Inc
0.1%
Pentair plc
0.1%
Essential Utilities Inc
0.1%
Lennox International Inc
0.1%
International Paper Co.
0.1%
Fox
0.1%
Ceridian HCM Holding Inc.
< 0.1%
MarketAxess Holdings Inc.
< 0.1%
Black Knight Inc
< 0.1%
Vail Resorts Inc.
< 0.1%
Fortune Brands Innovations Inc
< 0.1%
Lear Corp.
< 0.1%
Generac Holdings Inc
< 0.1%
Hasbro, Inc.
< 0.1%
Franklin Resources, Inc.
< 0.1%
Paylocity Holding Corp
< 0.1%
Robert Half International Inc.
< 0.1%
WestRock Co
< 0.1%
Repligen Corp.
< 0.1%
Ally Financial Inc
< 0.1%
ZoomInfo Technologies Inc.
< 0.1%
Invesco Ltd
< 0.1%
VF Corp.
< 0.1%
DaVita Inc
< 0.1%
Liberty Global plc
< 0.1%
Advance Auto Parts Inc
< 0.1%
Others
0.2%
£190.88
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 760+ 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 2025. All rights reserved.