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September 2026 update

Xtrackers Msci Europe Climate Transition UCITS ETF 1c · IE000N9MLVT1
Rebalix monthly basket snapshots compared: 9 August 20262 September 2026 (issuer-declared dates; each section states its own)
In brief: 1 holding added and 7 removed from the basket · large-holding weights nearly unchanged · NAV change over the period −2.0% (ongoing) · costs and key facts unchanged.

The largest sector move is Industrials, down 0.6 percentage points, while Financials rises 0.5 percentage points. Among countries, United States falls by 0.5 percentage points. Top-ten concentration increased by 0.4 percentage points. 1 holding entered the basket and 7 left.

Declared positions
261
267 → 261 · Δ −6
as of 2 Sept
Top-10 weight
22.2%
21.8 → 22.2% · Δ +0.4 p.p.
concentration
NAV change over the period
−2.0%
in EUR · 7 Aug → 2 Sept
ongoing period

Basket

Source: basket file published by the issuer, as of 22 Aug and 2 Sept, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Holdings added (1)

DHL N AG0.68%

Holdings removed (7)

DEUTSCHE POST AG0.67%
SUNBELT RENTALS HOLDINGS INC0.44%
BOLLORE0.19%
SCOUT24 N0.10%
FASTIGHETS BALDER CLASS B0.06%
SAGAX CLASS B0.05%
CTS EVENTIM AG0.04%

Holdings compared (excluding cash instruments, lines of the same holding merged): 261 → 255, issuer files of 22 Aug and 2 Sept.

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 9 Aug and 2 Sept; snapshots archived by Rebalix on 9 Aug and 2 Sept.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 21.8% → 22.2% (Δ +0.4 p.p.).

ASML HOLDING
4.8%
HSBC HOLDINGS PLC
2.6%
NOVARTIS AG
2.4%
ROCHE PS PAR AG
2.4%
ASTRAZENECA PLC
1.9%
ALLIANZ
1.7%
SAP
1.7%
SCHNEIDER ELECTRIC
1.6%
TOTALENERGIES
1.6%
BANCO SANTANDER
1.5%
9 Aug2 Septorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding9 Aug2 Sept
ASML HOLDING4.9%4.8%
HSBC HOLDINGS PLC2.5%2.6%
NOVARTIS AG2.3%2.4%
ROCHE PS PAR AG2.4%2.4%
ASTRAZENECA PLC1.9%1.9%
ALLIANZ1.6%1.7%
SAP1.5%1.7%
SCHNEIDER ELECTRIC1.7%1.6%
TOTALENERGIES1.5%1.6%
BANCO SANTANDER1.5%1.5%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (9 Aug and 2 Sept).

Sectors — where the weight moved

Industrials
18.017.4% · 0.61 p.p.
Financials
27.728.2% · +0.48 p.p.
Health Care
14.614.9% · +0.31 p.p.
Consumer Discretionary
5.04.8% · 0.18 p.p.
Real Estate
2.72.5% · 0.17 p.p.
Materials
3.63.7% · +0.12 p.p.

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

Countries — where the weight moved

United States
0.50.0% · 0.46 p.p.
France
13.713.3% · 0.37 p.p.
Germany
11.812.0% · +0.26 p.p.
United Kingdom
18.719.0% · +0.25 p.p.
Sweden
5.35.1% · 0.17 p.p.

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

See the numbers as a table
Country9 Aug2 Sept
United Kingdom18.7%19.0%
Switzerland15.9%16.0%
France13.7%13.3%
Germany11.8%12.0%
Netherlands9.4%9.3%
Italy5.7%5.6%
Spain5.1%5.2%
Sweden5.3%5.1%
Denmark2.8%2.9%
Finland2.3%2.4%
Belgium2.1%2.1%
Luxembourg1.2%1.4%
Norway1.2%1.3%
Ireland1.1%1.1%
Austria0.8%0.8%
China0.7%0.7%
Chile0.6%0.6%
Portugal0.5%0.5%
Hong Kong0.3%0.3%
Singapore0.2%0.2%
Poland0.2%0.2%
Jersey0.1%0.1%
United States0.5%0.0%

NAV over the period

Source: daily NAV series published by the issuer.

NAV over the period (EUR)

47.7748.247.49
7 Aug2 Sept

48.48 → 47.49: −2.0% from 7 Aug to 2 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
0.12%
unchanged
Transaction costs (KID)
0.05%
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.