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September 2026what changed

Invesco EUR Overnight Return Swap UCITS ETF Acc · IE000YPOHA39 · EONS · snapshots compared: 19 Aug31 August 2026
In brief: 18 holdings added and 20 removed from the basket · 6 weight changes beyond ±0.25 points · monthly return +0.2% · costs and key facts unchanged.

Synthetic replication: the recorded list is the substitute basket, not the index exposure.

Basket — holdings added (18)

HoldingWeight on entry
ZURICH INSURANCE GROUP AG4.68%
UBS GROUP AG-REG4.68%
SIKA AG-REG2.53%
PHILLIPS 662.35%
INFICON HOLDING AG-REG2.34%
PRUDENTIAL FINANCIAL INC2.25%
KINDER MORGAN INC2.24%
VAT GROUP AG2.21%
and 10 more2.17%

Basket — holdings removed (20)

HoldingWeight on exit
ESTEE LAUDER COMPANIES-CL A2.61%
ABB LTD-REG2.39%
HOME DEPOT INC2.34%
HANSA BIOPHARMA AB2.33%
MICRON TECHNOLOGY INC2.30%
DEUTSCHE TELEKOM AG-REG2.26%
ARCADIS NV2.26%
DSV A/S2.25%
and 12 more2.20%

Holdings compared (excluding cash instruments): 58 → 56.

Holding weights

Holdingfromto
NOVARTIS AG-REG3.96%2.13%
AMAZON.COM INC5.57%4.10%
INTEL CORP0.46%1.93%
JULIUS BAER GROUP LTD0.55%1.49%
ROCHE HOLDING AG2.23%1.88%
BIONTECH SE-ADR2.13%1.78%

Top 10 — before and after

Holding12 Aug31 Aug
ZURICH INSURANCE GROUP AG (enters top 10)4.68%
UBS GROUP AG-REG (enters top 10)4.68%
AMAZON.COM INC5.39%4.10%
CITIZENS FINANCIAL GROUP4.18%3.93%
BERKSHIRE HATHAWAY INC-CL B3.87%3.86%
VERTEX PHARMACEUTICALS INC2.87%3.01%
SIKA AG-REG (enters top 10)2.53%
BIO-RAD LABORATORIES-A2.44%2.43%
ARISTA NETWORKS INC2.82%2.42%
TESLA INC (enters top 10)2.37%2.41%
NOVARTIS AG-REG (leaves the top 10)3.80%
ABB LTD-REG (leaves the top 10)3.61%
PARKER HANNIFIN CORP (leaves the top 10)2.50%
GRAPHIC PACKAGING HOLDING CO (leaves the top 10)2.39%2.31%

Combined top-10 weight: 33.9% → 34.1%.

Monthly return

+0.2% in EUR (NAV 5.125.13, 31 Jul31 Aug). Accumulating fund: no distributions.

Costs and key facts

TER0.10% — unchanged
Transaction costs (KID)0.00% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived 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.