UBS
LU1971906802.SG
LU1971906802
UBS EURO STOXX 50 ESG UCITS ETF EUR dis
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About this ETF

The UBS EURO STOXX 50 ESG UCITS ETF EUR dis seeks to track the EURO STOXX® 50 ESG index. The EURO STOXX® 50 ESG index tracks companies from Eurozone countries. It excludes companies that do not comply with the principles of the UN Global Compact (controversial weapons, tobacco, consumers and producers of fossil energy sources).

TER
0.1%

Total Expense Ratio per year

Fund Size
€3M

Assets under management

Holdings
50

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
17.05
Weighted Fwd P/E
13.4
💰 Revenue Estimates
Current Year CY
+9.44% ⌀ 19 Analysts Coverage
Next Year NY
+8.97% ⌀ 19 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+21.03% ⌀ 17 Analysts Coverage
Next Year NY
+16.97% ⌀ 18 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
07/25/2019 (7 yrs)
Index Group
EURO STOXX 50
Region
Europe
Country
-
Sector
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (17.1 analysts)
⚠️ Sector concentration: 31% in "Financial Services".
⚠️ Elevated Economic Cyclicality: 56% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 43% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 48% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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