All you need to get started with ETF selection and analysis. Create your account now →

Help us improve your experience. Please confirm your investor type:

ETF What's Up

Don’t Miss a Move in the ETF Market

Sign up and keep track of everything that moved the ETF industry this week. From new launches to regulatory shifts across the Atlantic.

ETF What's Up

You may unsubscribe at any time by clicking the “unsubscribe” link within the emailed newsletter. By signing up, you agree to our Privacy Policy and Terms and Conditions.

ETF IssuersUBSUPVLH
UPVLH

UBS Factor MSCI USA Prime Value Screened UCITS ETF

Dist
GBP
Hedged

The UPVLH Exchange Traded Fund (ETF) is provided by UBS. It is built to track an index: MSCI USA Prime Value Advanced Target Select Index. The UPVLH ETF provides physical exposure, so by buying it you actually own parts of all the 118 underlying holdings. This share class generates a stream of income by distributing dividends.

Advertisement

Advertisement

Diversification
Data as of 06/30/26
No. of holdings
118
Effective diversification
62.8
Total weight of top 15 holdings
38.71%
Top 15 Holdings
Data as of 06/30/26
Applied Materials, Inc.
4.18%
Lam Research Corp.
3.77%
Caterpillar, Inc.
3.05%
Western Digital Corp.
2.95%
Berkshire Hathaway, Inc.
2.83%
International Business Machines Corp.
2.76%
Cisco Systems, Inc.
2.59%
Merck & Co., Inc.
2.58%
UnitedHealth Group, Inc.
2.56%
Texas Instruments Incorporated
2.25%
Pfizer Inc.
1.96%
Progressive Corp.
1.90%
S&P Global, Inc.
1.83%
Chubb Ltd.
1.77%
The Walt Disney Co.
1.74%
Sector exposures
Data as of 06/30/26
Technology
Healthcare
Finance
Industrials
Non-Energy Materials
Consumer Non-Cyclicals
Consumer Cyclicals
Business Services
Consumer Services
Other
06%12%18%24%30%
Country exposures
Data as of 06/30/26
USA
Ireland
Switzerland
Other
020%40%60%80%100%

Trackinsight
Essentials

A forever free toolbox for fund selection, analysis, research, and ETF portfolio construction.

Essential free account includes:
  • More fund data
  • Compare up to 3 funds
  • More screener filters
  • Edit screener columns from 100+ metrics
  • Watchlists for saving your research
  • Portfolio construction and analysis
  • Personal dashboard for live monitoring

Advertisement

Trackinsight

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.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

More about Trackinsight
© 2014-2026 Trackinsight SA. All rights reserved.
Privacy policy  |  Cookie policy  |    |  Terms of use  |  Imprint
Trackinsight