UBS Factor MSCI USA Quality ESG

High quality US companies

(UC99)
£43.30
Previous business day’s close price
+£25.33 (+130.72%)
max available period
£18.29
£45.14

26 Apr 19
13 Dec 24

Details

ETF description

This ETF is designed to provide investors with exposure to U.S. companies that are considered to have high‑quality characteristics. These companies are selected based on factors such as strong earnings, stable profitability, and healthy balance sheets. The goal is to track the performance of firms that tend to demonstrate financial strength and consistency, rather than simply following the overall market.

This ETF could appeal to investors who are looking for exposure to U.S. stocks but prefer to focus on companies that exhibit reliable financial performance. It may be suitable for those who believe that investing in high‑quality companies can provide more stable returns over time, especially during periods of market uncertainty.

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 Edge MSCI USA Quality Factor index offers a detailed measure of performance for U.S. equities with superior quality characteristics. By focusing on high‑quality companies with strong financial fundamentals, the index provides valuable insights into investing in robust and reliable firms.

This ETF is in collections:

ETF Breakdown

NVIDIA Corp
9.8%
Apple Inc
8.8%
Microsoft Corporation
7.6%
Lilly
3.2%
Visa
2.9%
Mastercard Incorporated
2.9%
Costco Wholesale Corp
2.9%
Johnson & Johnson
2.7%
Cisco Systems, Inc.
2.7%
Accenture plc
2.6%
Coca‑Cola Co
2.5%
Automatic Data Processing Inc.
2.4%
Caterpillar Inc.
2.4%
Adobe Inc
2.3%
Texas Instruments Inc.
2.3%
Arista Networks Inc
2.2%
Qualcomm, Inc.
1.9%
Applied Materials Inc.
1.9%
KLA Corp.
1.8%
Trane Technologies plc
1.8%
Lam Research Corp.
1.7%
Zoetis Inc
1.6%
Illinois Tool Works, Inc.
1.6%
Synopsys, Inc.
1.6%
Cadence Design Systems, Inc.
1.6%
Cintas Corporation
1.5%
3M Co.
1.4%
W W Grainger Inc
1.0%
Cummins Inc.
1.0%
Paychex Inc.
0.9%
Fastenal Co.
0.9%
Agilent Technologies Inc.
0.8%
Old Dominion Freight Line, Inc.
0.8%
Edwards Lifesciences Corp
0.8%
Lululemon Athletica inc.
0.7%
Idexx Laboratories, Inc.
0.7%
Rockwell Automation Inc
0.6%
NVR Inc.
0.6%
PepsiCo Inc
0.6%
PulteGroup Inc
0.6%
Keysight Technologies Inc
0.5%
Hershey Company
0.5%
Veralto Corp
0.5%
Deckers Outdoor Corp.
0.5%
Netapp Inc
0.5%
Waters Corp.
0.5%
Emcor Group, Inc.
0.5%
LPL Financial Holdings Inc
0.4%
Molina Healthcare Inc
0.4%
Ulta Beauty Inc
0.4%
Best Buy Co. Inc.
0.4%
Expeditors International Of Washington, Inc.
0.3%
Alphabet Inc
0.3%
Manhattan Associates, Inc.
0.3%
Williams‑Sonoma, Inc.
0.3%
Pool
0.3%
Graco Inc.
0.3%
Rollins, Inc.
0.3%
Jack Henry & Associates, Inc.
0.3%
Allegion plc
0.2%
Enphase Energy Inc
0.2%
Paycom Software Inc
0.2%
MarketAxess Holdings Inc.
0.2%
Axon Enterprise Inc
< 0.1%
Illumina Inc
< 0.1%
Targa Resources Corp
< 0.1%
Ventas Inc
< 0.1%
Gilead Sciences, Inc.
< 0.1%
KKR & Co. Inc
< 0.1%
Bristol‑Myers Squibb Co.
< 0.1%
Roku Inc
< 0.1%
Cheniere Energy Inc.
< 0.1%
Robinhood Markets Inc
< 0.1%
Marvell Technology Inc
< 0.1%
Zoom Video Communications Inc
< 0.1%
MercadoLibre Inc
< 0.1%
Goldman Sachs Group, Inc.
< 0.1%
Ares Management Corp
< 0.1%
Carlyle Group Inc
< 0.1%
NRG Energy Inc.
< 0.1%
Amazon.com Inc.
< 0.1%
Salesforce Inc
< 0.1%
Block Inc
< 0.1%
Prudential Financial Inc.
< 0.1%
Constellation Energy Corporation
< 0.1%
Annaly Capital Management Inc
< 0.1%
Constellation Brands Inc
< 0.1%
Coinbase Global Inc
< 0.1%
DraftKings Inc
< 0.1%
Biomarin Pharmaceutical Inc.
< 0.1%
Ford Motor Co.
< 0.1%
Entegris Inc
< 0.1%
MGM Resorts International
< 0.1%
NXP Semiconductors NV
< 0.1%
Moderna Inc
< 0.1%
Others
0.9%
£43.30
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.