LU1971906802
LU1971906802
UBS EURO STOXX 50 ESG UCITS ETF EUR dis
Loading chart...
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
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
07/25/2019 (7 yrs)
Index Group
EURO STOXX 50 Index
EURO STOXX® 50 ESG Region
Europe Country
-
Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
—
Diversification Score: 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).