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September 2026 update

Xtrackers Msci Europe Information Technology UCITS ETF 1c · LU0292104469
Rebalix monthly basket snapshots compared: 9 August 20262 September 2026 (issuer-declared dates; each section states its own)
In brief: 0 holdings added and 1 removed from the basket · 4 weight changes beyond ±0.25 points · NAV change over the period −2.7% (ongoing) · costs and key facts unchanged.

Among countries, Netherlands rises by 0.6 percentage points. Top-ten concentration increased by 0.5 percentage points. 0 holdings entered the basket and 1 left.

Declared positions
23
24 → 23 · Δ −1
as of 2 Sept
Top-10 weight
88.7%
88.2 → 88.7% · Δ +0.5 p.p.
concentration
NAV change over the period
−2.7%
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 (0)

None.

Holdings removed (1)

OCTAVE INTELLIGENCE SDR PLC0.45%

Holdings compared (excluding cash instruments, lines of the same holding merged): 20 → 19, issuer files of 22 Aug and 2 Sept.

Weight changes beyond ±0.25 points (4)

SAP
19.418.4% · 0.99 p.p.
ASML HOLDING
30.030.9% · +0.89 p.p.
INFINEON TECHNOLOGIES AG
10.210.5% · +0.35 p.p.
NEBIUS NV CLASS A
5.45.0% · 0.31 p.p.

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 88.2% → 88.7% (Δ +0.5 p.p.).

ASML HOLDING
30.9%
SAP
18.4%
INFINEON TECHNOLOGIES AG
10.5%
NOKIA
6.3%
ASM INTERNATIONAL NV
5.3%
NEBIUS NV CLASS A
5.0%
STMICROELECTRONICS
3.9%
ERICSSON CLASS B
3.3%
HEXAGON CLASS B
2.7%
CAPGEMINI
2.4%
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 HOLDING30.2%30.9%
SAP18.1%18.4%
INFINEON TECHNOLOGIES AG11.2%10.5%
NOKIA6.0%6.3%
ASM INTERNATIONAL NV5.6%5.3%
NEBIUS NV CLASS A4.7%5.0%
STMICROELECTRONICS4.2%3.9%
ERICSSON CLASS B3.3%3.3%
HEXAGON CLASS B2.6%2.7%
CAPGEMINI2.4%2.4%

Sectors and countries

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

Sectors — where the weight moved

Information Technology
99.999.9% · 0.03 p.p.

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

Countries — where the weight moved

Netherlands
42.643.3% · +0.61 p.p.
United States
0.50.0% · 0.50 p.p.
Singapore
4.23.9% · 0.33 p.p.
Finland
6.06.3% · +0.30 p.p.
Germany
29.829.5% · 0.26 p.p.

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

See the numbers as a table
Country9 Aug2 Sept
Netherlands42.6%43.3%
Germany29.8%29.5%
Finland6.0%6.3%
Sweden6.0%6.0%
France4.5%4.5%
Singapore4.2%3.9%
United Kingdom3.9%3.9%
Switzerland1.9%1.8%
Spain0.7%0.9%
United States0.5%0.0%
1 more countries below 0.05% in both snapshots

NAV over the period

Source: daily NAV series published by the issuer.

NAV over the period (EUR)

92.8996.3890.77
7 Aug2 Sept

93.31 → 90.77: −2.7% 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
0.17%
unchanged
Transaction costs (KID)
0.15%
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.