UBS
UBUJ.DE
IE00BD4TYG73
UBS Core MSCI USA hEUR UCITS ETF EUR acc
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About this ETF

The UBS Core MSCI USA UCITS ETF EUR Hedged acc seeks to track the MSCI USA (EUR Hedged) index. The MSCI USA (EUR Hedged) index tracks the leading stocks on the US market. Currency hedged to Euro (EUR).

TER
0.06%

Total Expense Ratio per year

Fund Size
€732.51M

Assets under management

Holdings
521

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.95
Weighted Fwd P/E
18.57
💰 Revenue Estimates
Current Year CY
+25.49% ⌀ 32 Analysts Coverage
Next Year NY
+19.09% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+38.6% ⌀ 30 Analysts Coverage
Next Year NY
+30.14% ⌀ 31 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
09/30/2013 (13 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.4% p.a.
Max Drawdown (5Y)
-27.3%
Sharpe Ratio (5Y)
0.48
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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