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›ETF Issuers›UBS›4UBK

4UBK

UBS MSCI USA Socially Responsible UCITS ETF

Dist

USD

Passive ETF Equity ESG

The 4UBK 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 4UBK ETF provides physical exposure, so by buying it you actually own parts of all the 172 underlying holdings. This share class generates a stream of income by distributing dividends.

$24.11

N/A

Data as of 07/09/26

1D price range

N/A

52W price range

$19.17$24.42

YTD Perf.

+15.13%

YTD Flows

Annualized volatility

Fund AuM

€1.32B

Share class AuM

€433M

TTM Yield

Tracking Error

Tracking Difference

Characteristics

ISIN

IE00BJXT3B87

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

Distributing

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API

PerformanceDec 31, 2025 - Jul 9, 2026

Flows

Join for free to unlock

Sector exposures

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 4UBK news

No content available for this fund

FAQ about 4UBK

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

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

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

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

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

Yes, 4UBK 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 .

4UBK oversees €433M in assets as of July 9, 2026.

4UBK follows a distributing dividend policy, meaning it pays out income to investors. As of July 9, 2026, its 12-month trailing yield was 0.70%.

As of May 31, 2026, 4UBK has significant geographic allocations in USA and Ireland.

As of May 31, 2026, 4UBK focuses largely on Technology, Finance and Industrials.

As of May 31, 2026, 4UBK holds 172 positions in its portfolio, with 49.46% of assets concentrated in its top 15 holdings.

As of May 31, 2026, 4UBK top three holdings include Broadcom Inc., Advanced Micro Devices, Inc. and NVIDIA Corp..

The base currency of 4UBK is USD.

Top 10 holdings

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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