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5ESG ETF · UBS S&P 500 Scored & Screened UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +7.88%  | +2.64% | +37.19%  | +75.02% | +79.43% | +8.70% | +8.70% | +3.73% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +2.64% | +37.19%  | +75.02% | +79.43% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about 5ESG ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
5ESG’s has a Final Sustainability Grade of either B+, B, or B-.
Replication
Issuer
| AuM | ||
|---|---|---|
UETW | UBS Core MSCI World UCITS ETF | €7.99B |
EMMUSC | UBS Core MSCI EM UCITS ETF | €6.18B |
AUUSI | UBS Gold ETF | €5.71B |
EMUAA | UBS Core MSCI EMU UCITS ETF | €4.04B |
SMICHA | UBS SMI ETF | €3.92B |
Frequently asked questions about 5ESG
What does UBS S&P 500 Scored & Screened UCITS ETF, 5ESG, invest in?
5ESG is a Passive ETF. This ETF provides exposure to Large Cap US Equities.
Which benchmark or index does 5ESG replicate?
5ESG tracks the S&P 500 Scored & Screened Total Return Net hedged to GBP Index - GBP, through a full replication replication method.
What is the Total Expense ratio (TER) of 5ESG?
5ESG carries a total expense ratio (TER) of 0.13%, indicating the annual cost for holding the fund.
When was 5ESG launched?
5ESG was introduced to the market on March 25, 2019. It trades on Austria, among other exchanges
Who is the ETF issuer of 5ESG?
UBS S&P 500 Scored & Screened UCITS ETF, 5ESG, is provided by UBS. Learn more about UBS here.
Does 5ESG have multiple share classes?
Yes, 5ESG 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 .
What is the current assets under management (AUM) of 5ESG?
5ESG oversees €19M in assets as of April 22, 2026.
How has 5ESG performed lately?
Based on data from April 22, 2026, 5ESG returned 7.88% over the past month, 2.64% over the last three months and 3.73% year-to-date.
What are the latest inflows or outflows for 5ESG?
As of April 22, 2026, 5ESG recorded net flows of +€55K over the last month and -€759K year-to-date.
Does 5ESG distribute dividends?
5ESG follows a distributing dividend policy, meaning it pays out income to investors. As of April 22, 2026, its 12-month trailing yield was 0.66%.
What are the main country or region exposures of 5ESG?
As of March 31, 2026, 5ESG has significant geographic allocations in USA and Ireland.
In which sector or theme does 5ESG invest in?
As of March 31, 2026, 5ESG focuses largely on Information Technology, Communication Services and Health Care.
How many securities does 5ESG hold and how diversified is it?
As of March 31, 2026, 5ESG holds 309 positions in its portfolio, with 51.23% of assets concentrated in its top 15 holdings.
What are the main positions in 5ESG?
As of March 31, 2026, 5ESG top three holdings include NVIDIA, APPLE and MICROSOFT-T.
What is the base currency of 5ESG?
The base currency of 5ESG is GBP.
Is 5ESG currency-hedged?
5ESG is hedged, meaning it seeks to minimize the impact of currency fluctuations between its base currency and the currency of the underlying assets.
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