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›ETF Issuers›UBS›4UBI
4UBI

UBS MSCI USA Socially Responsible UCITS ETF

Acc
USD

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 172 underlying holdings. The dividend policy is capitalization.

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$25.02
N/A
Data as of 07/08/26
1D price range
N/A
52W price range
$20.19$25.72
YTD Perf.
+13.42%
YTD Flows
Annualized volatility
Fund AuM
€1.16B
Share class AuM
€512M
TTM Yield
-
Tracking Error
Tracking Difference
ISIN
IE00BJXT3C94
TER
0.19%
Inception date
4/30/2020
Issuer
Replication method
Dividend policy
Compare similar ETFs
API
PerformanceDec 31, 2025 - Jul 8, 2026
-10%-5%0%5%10%15%JANMARMAYJUL
Flows
Join for free to unlock
Data as of 05/31/26
Technology
47.97%
Finance
12.07%
Industrials
9.18%
Consumer Cyclicals
8.92%
Healthcare
8.54%
Consumer Non-Cyclicals
5.04%
Consumer Services
2.27%
Non-Energy Materials
1.97%
Unavailable
0.14%
Other
3.89%
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 Sweden, 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 €512M in assets as of July 8, 2026.
4UBI follows a capitalizing, meaning it reinvests income within the fund.
As of May 31, 2026, 4UBI has significant geographic allocations in USA and Ireland.
As of May 31, 2026, 4UBI focuses largely on Technology, Finance and Industrials.
As of May 31, 2026, 4UBI holds 172 positions in its portfolio, with 49.46% of assets concentrated in its top 15 holdings.
As of May 31, 2026, 4UBI top three holdings include Broadcom Inc., Advanced Micro Devices, Inc. and NVIDIA Corp..
The base currency of 4UBI is USD.
Data as of 05/31/26
Broadcom Inc.
5.97%
Advanced Micro Devices, Inc.
5.64%
NVIDIA Corp.
5.07%
Microsoft Corp.
5.04%
Tesla, Inc.
4.71%
Intel Corp.
3.48%
Cisco Systems, Inc.
3.19%
Caterpillar, Inc.
2.75%
Lam Research Corp.
2.68%
Applied Materials, Inc.
2.40%

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About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

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