— Know what they know.
Not Investment Advice

SRIW.L

UBS MSCI World Socially Responsible UCITS ETF USD dis
1W: +0.6% 1M: +2.7% 3M: +2.0% YTD: +14.0% 1Y: +20.4% 3Y: +53.3% 5Y: +60.2%
£2,028.98 ($26.85)
+32.18 (+1.61%)
 
Weekly Expected Move ±1.8%
£1950 £1985 £2020 £2056 £2091
ETF LSE · AUM £19.4M
Key Statistics
AUM$19M
Holdings345
Top 10 Wt33.2%
Volume29
Avg Volume2,484
Beta0.64
Portfolio Fundamentals
P/E32.7
P/B4.7
Div Yield1.67%
ROE14.7%
% Profitable—%
Inception2020-05-07
Sector Allocation
Technology 37.9%
Financial Services 17.4%
Consumer Cyclical 10.6%
Industrials 10.2%
Healthcare 9.4%
Consumer Defensive 5.1%
+4 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 MICROSOFT CORP MSFT 5.28% $92.7M 182,047
2 NVIDIA CORP NVDA 5.24% $92.1M 405,181
3 TESLA INC TSLA 4.57% $80.3M 227,458
4 ADVANCED MICRO DEVICES AMD 4.48% $78.7M 129,609
5 ASML HOLDING NV ASML.AS 3.19% $56.0M 34,943
6 VISA INC-CLASS A SHARES V 2.75% $48.3M 132,042
7 INTEL CORP INTC 2.31% $40.5M 349,769
8 APPLIED MATERIALS INC AMAT 1.84% $32.3M 63,115
9 LAM RESEARCH CORP LRCX 1.83% $32.2M 99,471
10 CATERPILLAR INC CAT 1.72% $30.3M 36,626

Recent Holding Changes

Date Holding Change Details
2026-10-02 PAYX Changed 27211 → 25409
2026-10-02 CLNX.MC Changed 46459 → 43070
2026-10-02 0Y4Q.L Changed 8149 → 7568
2026-10-02 TEL2-B.ST Changed 4425 → 4081
2026-10-02 NOW Changed 88186 → 82036

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