UBS US Sustainable Equity (S:0P0001DDP6)
20.45
+0.16
(+0.80%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Alphabet, Inc. | 7.50% | 311.49 | -1.11% |
| NVIDIA Corp. | 7.42% | 191.55 | 0.91% |
| Microsoft Corp. | 7.37% | 384.47 | -3.21% |
| Amazon.com, Inc. | 5.41% | 205.27 | -2.30% |
| Visa, Inc. | 3.77% | 306.52 | -4.50% |
| Eli Lilly & Co. | 3.34% | 1058.56 | 4.86% |
| Broadcom Inc. | 3.24% | 330.34 | -0.69% |
| The TJX Cos., Inc. | 2.89% | 157.69 | -0.34% |
| Costco Wholesale Corp. | 2.51% | 986.02 | 0.08% |
| Capital One Financial Corp. | 2.30% | 190.00 | -8.84% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |