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September 2026 update

UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc · LU1273488715
Rebalix monthly basket snapshots compared: 30 June 202619 August 2026 (issuer-declared dates; each section states its own)
In brief: NAV change over the period +0.7% · costs and key facts unchanged.

Top-ten concentration increased by 0.3 percentage points.

Declared positions
45
10 → 45 · Δ +35
as of 19 Aug
Top-10 weight
48.6%
48.3 → 48.6% · Δ +0.3 p.p.
concentration
NAV change over the period
+0.7%
in EUR · 30 Jun → 19 Aug

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 30 Jun and 19 Aug; snapshots archived by Rebalix on 10 Aug and 23 Aug.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 48.3% → 48.6% (Δ +0.3 p.p.). Union of the two top-10 lists: 20 holdings, because 10 entered and 10 left the top 10.

RECRUIT HOLDINGS CO LTD — enters the top 10
7.5%
TOKYO ELECTRON LTD — enters the top 10
5.4%
SUMITOMO MITSUI FINANCIAL GR — enters the top 10
5.2%
HITACHI LTD — enters the top 10
4.9%
SONY GROUP CORP — enters the top 10
4.6%
PANASONIC HOLDINGS CORP — enters the top 10
4.6%
MITSUBISHI ELECTRIC CORP — enters the top 10
4.4%
TOKIO MARINE HOLDINGS INC — enters the top 10
4.2%
HOYA CORP — enters the top 10
4.0%
KDDI CORP — enters the top 10
3.8%
24.0 Tokyo Electron Ltd — leaves the top 10
7.7% →
1.0 Recruit Holdings Co Ltd — leaves the top 10
5.4% →
Sumitomo Mitsui Financial Group Inc — leaves the top 10
5.0% →
Panasonic Holdings Corp — leaves the top 10
4.9% →
Mitsubishi Electric Corp — leaves the top 10
4.6% →
Tokio Marine Holdings Inc — leaves the top 10
4.3% →
Hitachi Ltd — leaves the top 10
4.3% →
Sony Group Corp — leaves the top 10
4.2% →
Hoya Corp — leaves the top 10
4.1% →
Renesas Electronics Corp — leaves the top 10
3.8% →
30 Jun19 Augorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding30 Jun19 Aug
RECRUIT HOLDINGS CO LTD — enters the top 10 (enters top 10)7.5%
TOKYO ELECTRON LTD — enters the top 10 (enters top 10)5.4%
SUMITOMO MITSUI FINANCIAL GR — enters the top 10 (enters top 10)5.2%
HITACHI LTD — enters the top 10 (enters top 10)4.9%
SONY GROUP CORP — enters the top 10 (enters top 10)4.6%
PANASONIC HOLDINGS CORP — enters the top 10 (enters top 10)4.6%
MITSUBISHI ELECTRIC CORP — enters the top 10 (enters top 10)4.4%
TOKIO MARINE HOLDINGS INC — enters the top 10 (enters top 10)4.2%
HOYA CORP — enters the top 10 (enters top 10)4.0%
KDDI CORP — enters the top 10 (enters top 10)3.8%
24.0 Tokyo Electron Ltd — leaves the top 10 (leaves top 10)7.7%
1.0 Recruit Holdings Co Ltd — leaves the top 10 (leaves top 10)5.4%
Sumitomo Mitsui Financial Group Inc — leaves the top 10 (leaves top 10)5.0%
Panasonic Holdings Corp — leaves the top 10 (leaves top 10)4.9%
Mitsubishi Electric Corp — leaves the top 10 (leaves top 10)4.6%
Tokio Marine Holdings Inc — leaves the top 10 (leaves top 10)4.3%
Hitachi Ltd — leaves the top 10 (leaves top 10)4.3%
Sony Group Corp — leaves the top 10 (leaves top 10)4.2%
Hoya Corp — leaves the top 10 (leaves top 10)4.1%
Renesas Electronics Corp — leaves the top 10 (leaves top 10)3.8%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (30 Jun and 19 Aug).

The issuer publishes rounded breakdowns and updates them infrequently: they are identical across the two snapshots, so they do not measure the month’s movement. You can find them on the fund page.

NAV over the period

Source: daily NAV series published by the issuer.

NAV over the period (EUR)

34.7235.7734.53
30 Jun19 Aug

34.28 → 34.53: +0.7% from 30 Jun to 19 Aug, the last NAV available at each snapshot date.

Costs and key facts

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

TER
0.22%
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.