UBS
SW2CHB.SW
LU0977261329
UBS MSCI Switzerland 20/35 UCITS ETF CHF acc
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About this ETF

The UBS MSCI Switzerland 20/35 UCITS ETF CHF acc seeks to track the MSCI Switzerland 20/35 index. The MSCI Switzerland 20/35 index tracks leading stocks on the Swiss market. The imbedded 20/35 rule limits the weight of the largest company to 35% and all other companies to maximum 20%.

TER
0.2%

Total Expense Ratio per year

Fund Size
€2.15M

Assets under management

Holdings
39

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.38
Weighted Fwd P/E
15.58
💰 Revenue Estimates
Current Year CY
+7.09% ⌀ 16 Analysts Coverage
Next Year NY
+6.16% ⌀ 16 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+40.28% ⌀ 16 Analysts Coverage
Next Year NY
+12.98% ⌀ 16 Analysts Coverage

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ETF Profile
Provider
UBS
 UBS
Fund Type
ETF
Type
Passive
Inception Date
10/31/2013 (12 yrs)
Index Group
MSCI Switzerland
Index
MSCI Switzerland 20/35
Region
-
Country
Switzerland
Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
48/100 Moderate
Diversification Score
48/100 Moderate
5Y Volatility
13.3% p.a.
Max Drawdown (5Y)
-22.0%
Sharpe Ratio (5Y)
0.13
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (16.3 analysts)
🔴 Extreme top 10 holdings concentration: 76% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Switzerland".
⚠️ Sector concentration: 38% in "Healthcare".
⚠️ Elevated Regulatory & Policy Risk: 59% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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