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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 169 underlying holdings. This share class generates a stream of income by distributing dividends.

€21.20

-€0.1 (-0.47%) yesterday

3:30 PM 09/28/26 Open

1D price range

€21.20€21.30

52W price range

€16.77€21.44

YTD Perf.

+15.86%

YTD Flows

Annualized volatility

Fund AuM

€1.42B

Share class AuM

€481M

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 - Sep 28, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 08/31/26

Technology

42.36%

Finance

15.01%

Healthcare

10.39%

Consumer Cyclicals

8.96%

Industrials

8.56%

Consumer Non-Cyclicals

5.80%

Consumer Services

2.87%

Non-Energy Materials

2.23%

Unavailable

0.32%

Other

3.50%

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 France, 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 €481M in assets as of September 28, 2026.

4UBK follows a distributing dividend policy, meaning it pays out income to investors. As of September 28, 2026, its 12-month trailing yield was 0.74%.

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

As of August 31, 2026, 4UBK focuses largely on Technology, Finance and Healthcare.

As of August 31, 2026, 4UBK holds 169 positions in its portfolio, with 46.97% of assets concentrated in its top 15 holdings.

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

The base currency of 4UBK is USD.

Top 10 holdings

Data as of 08/31/26

Microsoft Corp.

5.63%

Advanced Micro Devices, Inc.

4.97%

NVIDIA Corp.

4.64%

Tesla, Inc.

4.22%

Broadcom Inc.

4.18%

Visa, Inc.

4.13%

Cisco Systems, Inc.

2.83%

Lam Research Corp.

2.44%

Caterpillar, Inc.

2.40%

Applied Materials, Inc.

2.35%

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