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September 2026 update

Amundi S&P World Utilities Screened UCITS ETF Dist · IE00052T92P8 · WELQ
Rebalix monthly basket snapshots compared: 31 July 20261 September 2026 (issuer-declared dates; each section states its own)
In brief: 0 holdings added and 0 removed from the basket · large-holding weights nearly unchanged · NAV change over the period −2.5% (ongoing) · costs and key facts unchanged.

The largest sector move is Utilities, up 100.0 percentage points, while Öffentliche Dienstleistungen falls 100.0 percentage points. Among countries, Vereinigte Staaten falls by 45.8 percentage points.

Declared positions
50
unchanged
as of 1 Sept
Top-10 weight
56.2%
concentration
NAV change over the period
−2.5%
in EUR · 31 Jul → 1 Sept
ongoing period
Assets at month end
153 mln €
+0.0% in the month

Basket

Source: basket file published by the issuer, as of 19 Aug and 1 Sept, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Holdings added (0)

None.

Holdings removed (0)

None.

Holdings compared (excluding cash instruments, lines of the same holding merged): 47 → 47, issuer files of 19 Aug and 1 Sept.

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (31 Jul and 1 Sept).

Sectors — where the weight moved

Utilities
0.0100.0% · +100.00 p.p.
Öffentliche Dienstleistungen
100.00.0% · 100.00 p.p.

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries — where the weight moved

Vereinigte Staaten
45.80.0% · 45.75 p.p.
United States
0.045.5% · +45.46 p.p.
Spain
0.012.0% · +12.03 p.p.
Spanien
12.00.0% · 11.98 p.p.
United Kingdom
0.010.8% · +10.81 p.p.

The five countries that moved the most between the two snapshots.

See the numbers as a table
Country31 Jul1 Sept
United States0.0%45.5%
Spain0.0%12.0%
United Kingdom0.0%10.8%
Italy0.0%7.7%
Canada0.0%4.4%
France0.0%3.6%
Japan4.0%3.5%
Germany0.0%3.2%
Hong Kong1.7%1.9%
Portugal1.4%1.6%
New Zealand0.0%1.0%
Israel1.0%1.0%
Australia0.0%0.9%
Finland0.0%0.8%
Denmark0.0%0.7%
Austria0.0%0.6%
Belgium0.0%0.5%
Singapore0.0%0.4%
Kanada4.9%0.0%
Italien7.9%0.0%
Spanien12.0%0.0%
Finnland0.7%0.0%
Sonstige1.2%0.0%
Dänemark0.7%0.0%
Australien0.6%0.0%
Frankreich3.8%0.0%
Neuseeland0.8%0.0%
Deutschland3.3%0.0%
Vereinigte Staaten45.8%0.0%
Vereinigtes Königreich10.4%0.0%

NAV over the period

Source: daily NAV series published by the issuer.

NAV over the period (EUR)

12.1112.2812.07
31 Jul1 Sept

12.38 → 12.07: −2.5% from 31 Jul to 1 Sept, the last NAV available at each snapshot date.

Costs and key facts

Source: issuer KID (costs as of 2 Sept); Rebalix events register.

TER
0.18%
unchanged
Transaction costs (KID)
0.28%
unchanged
Index, name, policy
unchanged
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10, composition and breakdowns the dates of the two archived snapshots; maturities, ratings and duration the monthly registry snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.