UBS Equities-Global Sustainability _ESG ETF Holdings Update_ Gershuni-107408337

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3.0 强哥666 2024-04-18 29 693.97KB 9 页 免费
侵权投诉
ab
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Global Sustainability
ESG ETF Holdings Update
 
We check in on holdings changes for US ESG Equity ETFs for the month ended March
31st. We examined 72 funds' holdings changes, tracking new positions, increases,
decreases and sold out positions on an AUM basis. While not fully encompassing of the
entire ESG space, we believe investors can use this monitor as a proxy. We note ESG
Equity ETFs in March saw outflows of ~($1.7B) compared to inflows of +~$843MM in
February.
!!
Looking at sector changes for the one month ended 3/31, the Energy Minerals, Utilities
and Non-Energy Minerals sectors saw the largest increase in positions while the
Technology Services, Health Technology and Consumer Durables sectors saw the largest
decreases.
"#$%!
-$1,000,000,000 -$500,000,000 $0 $500,000,000
Energy Minerals
Utilities
Non-Energy Minerals
Industrial Services
Not Classified
Miscellaneous
Communications
Distribution Services
Process Industries
Health Services
Transportation
Producer Manufacturing
Consumer Services
Consumer Non-Durables
Electronic Technology
Commercial Services
Finance
Retail Trade
Consumer Durables
Health Technology
Technology Services
Source: FactSet, UBS *Based on relative portfolio weighting change over the past month.
This report has been prepared by UBS Securities LLC. &'!( ( " ( )& &* +, * * !)!,!- ./0123./4
./56789:.6/6/:;<+29/:.:9:.=<<><970;<=.<?@2A1.>;<3AB,C!-A<4./6/@94<DE UBS does and seeks to do
business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of
interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their
investment decision.
F#
Americas
Global Sustainability
!#GE#-"
Analyst
shneur.gershuni@ubs.com
+1-212-713 3974
H-"
Analyst
michelle.kenel@ubs.com
+1-212-713 4896
!# 4 April 2024 ab 2
I
Looking at holdings changes for the month ended 3/31, NVIDIA, Alphabet and
Constellation Brands saw the largest increase in holdings. See below.
"#%(JK I
$0
$50,000,000
$100,000,000
$150,000,000
$200,000,000
$250,000,000
Source: FactSet, UBS *Based on relative portfolio weighting change over the past month.
*I
Apple, Tesla and Adobe saw the largest decreased positions (see Figure 3).
"#L%(JK*I
-$200,000,000
-$180,000,000
-$160,000,000
-$140,000,000
-$120,000,000
-$100,000,000
-$80,000,000
-$60,000,000
-$40,000,000
-$20,000,000
$0
AFLAC INC
COM
META
PLATFORMS
INC CL A
HOME
DEPOT INC
COM
NORFOLK
SOUTHERN
CORP COM
JOHNSON &
JOHNSON
COM
SALESFORCE
INC COM
COMCAST
CORP CL A
PROLOGIS
INC COM
ACCENTURE
PLC CL A
BROADCOM
INC COM
ZOETIS INC
CL A
VISA INC CL
A
ADOBE INC
COM
TESLA INC
COM
APPLE INC
COM
Source: FactSet, UBS *Based on relative portfolio weighting change over the past month.
!# 4 April 2024 ab 3
(&MI*
Examining new positions added William Sonoma, Ross Stores and DR Horton were
among those companies with the largest dollar increases as new positions during the
one month ended 3/31. See below.
"#%(J&MI
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
Source: FactSet, UBS *Based on relative portfolio weighting change over the past month.
(!)#I(NK*
In terms of Sold Out Positions, the largest position exits outside of the result of M&A
were Nike, Microsoft and Cheniere Energy.
"#D%(J!)#I
-$60,000,000
-$50,000,000
-$40,000,000
-$30,000,000
-$20,000,000
-$10,000,000
$0
Source: FactSet, UBS *Based on relative portfolio weighting change over the past month.
摘要：

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