UBS
BCFG.DE
IE0009WWNY77
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc
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About this ETF

The UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc seeks to track the S&P 500® Climate Transition Base ESG (EUR Hedged) index. The S&P 500® Climate Transition Base ESG (EUR Hedged) index tracks US securities. Only companies with low carbon emissions and a high ESG (environmental, social and governance) rating are considered. The parent index is the S&P 500®. Currency hedged to Euro (EUR).

TER
0.1%

Total Expense Ratio per year

Fund Size
€560K

Assets under management

Holdings
243

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.38
Weighted Fwd P/E
17.87
💰 Revenue Estimates
Current Year CY
+25.62% ⌀ 33 Analysts Coverage
Next Year NY
+17.09% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+38.89% ⌀ 31 Analysts Coverage
Next Year NY
+34.71% ⌀ 31 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
03/18/2024 (2 yrs)
Index Group
S&P 500
Region
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
14.0% p.a.
Max Drawdown (3Y)
-18.4%
Sharpe Ratio (3Y)
0.96
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Sector concentration: 39% in "Technology".
ℹ️ Tech-Capex Exposure: 30% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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