UBS
LU1169830103
LU1169830103
UBS MSCI Switzerland 20/35 UCITS ETF hEUR acc
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About this ETF

Der UBS MSCI Switzerland 20/35 UCITS ETF hEUR acc bildet den MSCI Switzerland 20/35 (EUR Hedged) Index nach. Der MSCI Switzerland 20/35 (EUR Hedged) Index bietet Zugang zu den größten und umsatzstärksten Unternehmen des Schweizer Aktienmarktes. Währungsgesichert in Euro (EUR). Die 20/35 Regel begrenzt die Gewichtung des größten Unternehmens auf 35% und aller anderen Unternehmen auf maximal 20% am Index.

TER
0.23%

Total Expense Ratio per year

Fund Size
€243.13M

Assets under management

Holdings
39

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
24.38
Weighted Fwd P/E
15.57
💰 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
+40.15% ⌀ 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
06/18/2020 (6 yrs)
Index Group
MSCI Switzerland
Index
MSCI Switzerland 20/35 (EUR Hedged)
Region
-
Country
Switzerland
Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
48/100 Moderate
Diversification Score
48/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 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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