— Know what they know.
Not Investment Advice

SRIU.L

UBS MSCI USA Socially Responsible UCITS ETF USD dis
1W: +0.9% 1M: +3.2% 3M: +2.0% YTD: +18.6% 1Y: +23.4% 3Y: +56.7% 5Y: +69.5%
£1,849.00 ($24.48)
+20.50 (+1.12%)
 
Weekly Expected Move ±1.6%
£1790 £1819 £1849 £1879 £1908
ETF LSE · AUM £12.5M
Key Statistics
AUM$12M
Holdings156
Top 10 Wt41.5%
Volume1,365
Avg Volume7,353
Beta0.57
Portfolio Fundamentals
P/E42.1
P/B13.8
Div Yield1.16%
ROE36.4%
% Profitable—%
Inception2020-05-13
Sector Allocation
Technology 45.3%
Financial Services 13.1%
Consumer Cyclical 11.8%
Healthcare 10.0%
Industrials 7.7%
Consumer Defensive 4.4%
+4 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ADVANCED MICRO DEVICES AMD 6.45% $78.6M 129,326
2 MICROSOFT CORP MSFT 5.30% $64.5M 126,780
3 NVIDIA CORP NVDA 5.26% $64.1M 281,935
4 TESLA INC TSLA 5.06% $61.7M 174,800
5 BROADCOM INC AVGO 4.94% $60.1M 169,343
6 VISA INC-CLASS A SHARES V 3.96% $48.2M 131,691
7 CISCO SYSTEMS INC CSCO 2.75% $33.4M 312,675
8 APPLIED MATERIALS INC AMAT 2.65% $32.2M 62,935
9 LAM RESEARCH CORP LRCX 2.64% $32.1M 99,132
10 CATERPILLAR INC CAT 2.48% $30.2M 36,561

Recent Holding Changes

Date Holding Change Details
2026-10-02 IFF Changed 19498 → 19827
2026-10-02 LII Changed 2504 → 2546
2026-10-02 VZ Changed 325746 → 331227
2026-10-02 CBRE Changed 22897 → 23282
2026-10-02 NVDA Changed 277269 → 281935

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms