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Global ETF Survey 2026

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›ETF Issuers›UBS›4UBI

4UBI

UBS MSCI USA Socially Responsible UCITS ETF

Acc

USD

Passive ETF Equity ESG

The 4UBI Exchange Traded Fund (ETF) is provided by UBS. It is built to track an index: MSCI USA SRI Low Carbon Select 5% Issuer Capped Index. The 4UBI ETF provides physical exposure, so by buying it you actually own parts of all the 170 underlying holdings. The dividend policy is capitalization.

$24.20

N/A

Data as of 07/29/26

1D price range

N/A

52W price range

$20.19$25.72

YTD Perf.

+9.72%

YTD Flows

Annualized volatility

Fund AuM

€1.35B

Share class AuM

€694M

TTM Yield

Tracking Error

Tracking Difference

Characteristics

ISIN

IE00BJXT3C94

TER

0.19%

Inception date

4/30/2020

Issuer

UBS

Benchmark

MSCI USA SRI Low Carbon Select 5% Issuer Capped Index

Replication method

Dividend policy

Capitalization

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API

PerformanceDec 31, 2025 - Jul 29, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 06/30/26

Technology

43.34%

Finance

14.03%

Industrials

9.97%

Consumer Cyclicals

9.78%

Healthcare

9.36%

Consumer Non-Cyclicals

5.45%

Consumer Services

2.55%

Non-Energy Materials

2.27%

Unavailable

0.17%

Other

3.09%

Latest 4UBI news

No content available for this fund

FAQ about 4UBI

4UBI is a Passive ETF. This ETF provides exposure to Large and Mid-Cap US Equities.

4UBI tracks the MSCI USA SRI Low Carbon Select 5% Issuer Capped Select Net Total Return Index - USD, through a full replication replication method.

4UBI carries a total expense ratio (TER) of 0.19%, indicating the annual cost for holding the fund.

4UBI was introduced to the market on April 30, 2020. It trades on France, among other exchanges

UBS MSCI USA Socially Responsible UCITS ETF, 4UBI, is provided by UBS. Learn more about UBS here.

Yes, 4UBI is available in multiple share classes, which may differ by distribution policy (e.g., accumulating vs. distributing), currency or hedging. Explore the different share classes .

4UBI oversees €694M in assets as of July 29, 2026.

4UBI follows a capitalizing, meaning it reinvests income within the fund.

As of June 30, 2026, 4UBI has significant geographic allocations in USA and Ireland.

As of June 30, 2026, 4UBI focuses largely on Technology, Finance and Industrials.

As of June 30, 2026, 4UBI holds 170 positions in its portfolio, with 49.88% of assets concentrated in its top 15 holdings.

As of June 30, 2026, 4UBI top three holdings include Advanced Micro Devices, Inc., Tesla, Inc. and Broadcom Inc..

The base currency of 4UBI is USD.

Top 10 holdings

Data as of 06/30/26

Advanced Micro Devices, Inc.

6.13%

Tesla, Inc.

4.82%

Broadcom Inc.

4.26%

NVIDIA Corp.

4.20%

Microsoft Corp.

4.14%

Visa, Inc.

3.73%

Applied Materials, Inc.

3.71%

Lam Research Corp.

3.50%

Caterpillar, Inc.

3.21%

Cisco Systems, Inc.

3.00%

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