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September 2026 update

Xtrackers Msci Usa Communication Services UCITS ETF 1d · IE00BNC1G707
Rebalix monthly basket snapshots compared: 9 August 20262 September 2026 (issuer-declared dates; each section states its own)
In brief: 2 holdings added and 2 removed from the basket · 11 weight changes beyond ±0.25 points · NAV change over the period +1.3% (ongoing) · costs and key facts unchanged.

The largest sector move is Communication Services, down 0.3 percentage points. Top-ten concentration increased by 0.4 percentage points. 2 holdings entered the basket and 2 left.

Declared positions
27
unchanged
as of 2 Sept
Top-10 weight
87.5%
87.1 → 87.5% · Δ +0.4 p.p.
concentration
NAV change over the period
+1.3%
in USD · 7 Aug → 2 Sept
ongoing period
Distributions
0.3735 USD
ex 19 Aug

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 (2)

AT&T5.86%
ROBLOX CLASS A0.80%

Holdings removed (2)

AT&T INC6.41%
ROBLOX CORP CLASS A0.84%

Holdings compared (excluding cash instruments, lines of the same holding merged): 26 → 26, issuer files of 22 Aug and 2 Sept.

Weight changes beyond ±0.25 points (11)

META PLATFORMS CLASS A
14.618.9% · +4.30 p.p.
NETFLIX
12.310.9% · 1.40 p.p.
WALT DISNEY
6.96.0% · 0.95 p.p.
VERIZON COMMUNICATIONS INC
7.56.8% · 0.69 p.p.
ALPHABET CLASS A
16.317.0% · +0.67 p.p.
ALPHABET CLASS C
12.813.4% · +0.56 p.p.
-
0.60.1% · 0.56 p.p.
COMCAST CLASS A
3.53.0% · 0.42 p.p.

and 3 more.

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 87.1% → 87.5% (Δ +0.4 p.p.). Union of the two top-10 lists: 12 holdings, because 2 entered and 2 left the top 10.

META PLATFORMS CLASS A
18.9%
ALPHABET CLASS A
17.0%
ALPHABET CLASS C
13.4%
NETFLIX
10.9%
VERIZON COMMUNICATIONS INC
6.8%
WALT DISNEY
6.0%
AT&T — enters the top 10
5.9%
COMCAST CLASS A
3.0%
T MOBILE US INC
2.9%
SPACE EXPLORATION TECHNOLOGIES COR — enters the top 10
2.8%
AT&T INC — leaves the top 10
6.1% →
APPLOVIN CLASS A — leaves the top 10
2.3%
9 Aug2 Septorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding9 Aug2 Sept
META PLATFORMS CLASS A15.8%18.9%
ALPHABET CLASS A17.2%17.0%
ALPHABET CLASS C13.6%13.4%
NETFLIX11.4%10.9%
VERIZON COMMUNICATIONS INC7.2%6.8%
WALT DISNEY6.8%6.0%
AT&T — enters the top 10 (enters top 10)5.9%
COMCAST CLASS A3.3%3.0%
T MOBILE US INC3.3%2.9%
SPACE EXPLORATION TECHNOLOGIES COR — enters the top 10 (enters top 10)2.1%2.8%
AT&T INC — leaves the top 10 (leaves top 10)6.1%
APPLOVIN CLASS A — leaves the top 10 (leaves top 10)2.6%2.3%

Sectors and countries

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

Sectors — where the weight moved

Communication Services
99.799.4% · 0.32 p.p.

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

Countries — the top five

United States
99.8100.0% · +0.15 p.p.
Ireland
0.20.1% · 0.14 p.p.

Nearly unchanged: every country moves less than ±0.2 points between the two snapshots.

See the numbers as a table
Country9 Aug2 Sept
United States99.8%100.0%
Ireland0.2%0.1%

NAV over the period

Source: daily NAV series published by the issuer; distributions from Rebalix’s distributions register, issuer-sourced.

NAV over the period (USD) — ex-dates marked

87.3788.51Ex-date 19 Aug: 0.3735 USD88.93
7 Aug2 Sept

87.81 → 88.93: +1.3% 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)
0.00%
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.