AW1B.F

UBS (Irl) ETF plc - S&P 500 ESG ELITE UCITS ETFUBS
AUM$31.1M
Expense Ratio0.18%
NAV$14.30
Holdings98
InceptionMar 12, 2021

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

Dividend Yield

Expense Ratio

0.18%

AUM

$31.1M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology35.15%
Financial Services14.88%
Communication Services12.95%
Healthcare12.01%
Industrials9.77%
Consumer Cyclical5.99%
Consumer Defensive3.52%
Basic Materials3.11%
Real Estate2.62%

Country Allocation

CountryWeight %
United States94.40%
Ireland5.07%
Switzerland0.53%

Fund Information

Issuer
UBS
Category
Technology
Inception Date
Mar 12, 2021
Description
NA

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The UBS (Irl) ETF plc - S&P 500 ESG ELITE UCITS ETF (AW1B.F) is an exchange-traded fund issued by UBS that launched on Mar 12, 2021. It currently manages $31.1M in assets under management. The fund charges an expense ratio of 0.18%. The fund holds 98 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 40.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP7.40%14,556$2.3M
2GOOGLALPHABET INC-CL A4.45%5,269$1.4M
3MSFTMICROSOFT CORP4.42%3,958$1.4M
4MUMICRON TECHNOLOGY INC3.99%3,598$1.3M
5VVISA INC-CLASS A SHARES3.76%4,347$1.2M
6MAMASTERCARD INC - A3.72%2,629$1.2M
7GOOGALPHABET INC-CL C3.56%4,213$1.1M
8ABBVABBVIE INC3.54%5,670$1.1M
9BACBANK OF AMERICA CORP2.88%21,544$908K
10CSCOCISCO SYSTEMS INC2.70%12,640$853K
11LRCXLAM RESEARCH CORP2.38%4,027$753K
12INTCINTEL CORP1.85%14,382$584K
13TAT&T INC1.73%22,733$547K
14ABTABBOTT LABORATORIES1.70%5,577$535K
15KLACKLA CORP1.69%423$534K
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Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricAW1B.FTechnology(1406 ETFs)
Fund Info
Expense Ratio0.18%0.67%
AUM$31.1M$6.77B
Dividend Yield2.82%
Avg Volume1.1M
Holdings98196
Performance
1-Month Return-3.55%
6-Month Return+1.82%
YTD Return-1.18%
1-Year Return+18.49%

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