iShares
UPAB.AS
IE00BMXC7V63
iShares S&P 500 Paris-Aligned Climate UCITS ETF
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About this ETF

The iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) seeks to track the S&P 500® Paris-Aligned Climate Sustainability Screened index. The S&P 500® Paris-Aligned Climate Sustainability Screened index tracks US securities. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). In particular, the index focuses on the Paris Agreement on limiting the global temperature increase to 1.5 degrees Celsius. Companies active in the following sectors are excluded: controversial weapons, tobacco, small arms, oil sands and shale energy business activities. The parent index is the S&P 500®.

TER
0.07%

Total Expense Ratio per year

Fund Size
€357.04M

Assets under management

Holdings
266

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
26.33
Weighted Fwd P/E
18.59
💰 Revenue Estimates
Current Year CY
+26.96% ⌀ 35 Analysts Coverage
Next Year NY
+19.74% ⌀ 36 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+36.16% ⌀ 33 Analysts Coverage
Next Year NY
+41.19% ⌀ 33 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
04/22/2021 (5 yrs)
Index Group
S&P 500
Region
-
Sector
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.9% p.a.
Max Drawdown (5Y)
-29.1%
Sharpe Ratio (5Y)
0.57
Beta Factor
1.01
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Elevated top 10 holdings concentration: 46% of fund in top 10 positions.
⚠️ Sector concentration: 44% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 38% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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