Industry Breakdown:

• Information Technology: 22%
• Healthcare: 15%
• Financial Services: 14%

TOP 3 Markets:

• USA: 60%
• Japan: 8%
• United Kingdom: 5%

The UBS Core MSCI World UCITS ETF (XTRA:UBU7) is an exchange-traded fund that tracks the performance of the MSCI World Index. The index includes large and mid-cap companies from 23 developed countries. The revenues of the ETF mainly come from the information technology, healthcare, and financial services sectors, reflecting the importance of these sectors in the global economy.

The USA dominates as the largest market with a 60% market share, highlighting the strong presence and influence of American companies in the global context. Japan and the United Kingdom follow with 8% and 5% respectively, confirming their roles as significant economic powers.

UBS Core MSCI World UCITS ETF is an exchange-traded fund (ETF) and not a manufacturing company.

This ETF is managed by UBS Group AG, which is headquartered in Switzerland. As a financial product, the ETF invests in a variety of global stocks included in the MSCI World Index. Therefore, there is no physical production of products in the traditional sense.

The management and structuring of such ETFs are carried out by financial experts working in UBS offices, mainly in Switzerland and other financial centers worldwide.

Strategy for Future Growth: Diversification and Cost Optimization

UBS Core MSCI World UCITS ETF (XTRA:UBU7) pursues a growth strategy based on diversification and cost optimization. The ETF invests in a wide range of companies worldwide to spread risk and achieve stable returns.

Another focus is on minimizing management fees to provide investors with a cost-efficient way to invest in the global stock market. This strategy is supported by the use of passive investment strategies and efficient trading mechanisms.

Furthermore, UBS relies on continuous monitoring and adjustment of the portfolio to be able to react to market changes and achieve long-term outperformance.

Current data on specific commodity imports: Not available

As an Exchange Traded Fund (ETF), the UBS Core MSCI World UCITS ETF (XTRA:UBU7) invests in a diversified portfolio of stocks included in the MSCI World Index. The ETF itself does not import any commodities or materials, as it is a financial product that invests in securities.

However, the companies included in the ETF may import commodities and materials. This information is specific to each company in the index and varies depending on the industry and business model. For example, technology companies may import semiconductors, while automotive manufacturers may source metals and other materials.

For detailed information on the commodity imports of individual companies in the ETF portfolio, an analysis of their respective annual reports and company data would be required.

Competitive Advantage: Moderate to Strong (estimated 2026)

The UBS Core MSCI World UCITS ETF (XTRA:UBU7) benefits from several competitive advantages that strengthen its position in the market.

Firstly, the ETF offers broad diversification by tracking the MSCI World Index, which includes a large number of companies from various countries and sectors. This attracts investors looking for a cost-effective way to invest in global markets.

Secondly, UBS, as an established financial service provider, has a strong brand and high trust among investors, increasing the attractiveness of their ETFs. UBS's reputation and extensive experience in asset management also contribute to a solid competitive advantage.

Finally, the ETF benefits from the increasing popularity of passive investment strategies, as investors are increasingly seeking cost-efficient and transparent investment vehicles. This could further strengthen UBS's competitive advantage, especially if they can continue to offer low fees and high liquidity.

Institutional Investor Share: Estimated around 70-80% (2026)

Insider Buys/Sells: No specific data available

The institutional investor share in ETFs like the UBS Core MSCI World UCITS ETF is typically high, as these products are mainly used by institutional investors such as pension funds, insurance companies, and asset managers. An exact number for 2026 is not available, but based on historical trends and the nature of ETFs, the share is likely between 70% and 80%.

Insider buys and sells are not relevant for ETFs, as they are funds that track an index and not a single company with insiders in the traditional sense. Therefore, there is no specific data on insider transactions for this ETF.

Market share of UBS Core MSCI World UCITS ETF (XTRA:UBU7): Estimated 3% (2026)

Top competitors and market shares:

1. iShares Core MSCI World UCITS ETF - 15%
2. Vanguard FTSE All-World UCITS ETF - 12%
3. SPDR MSCI World UCITS ETF - 10%
4. Lyxor MSCI World UCITS ETF - 8%
5. Xtrackers MSCI World UCITS ETF - 7%
6. Amundi MSCI World UCITS ETF - 5%
7. UBS Core MSCI World UCITS ETF - 3%

The market for MSCI World UCITS ETFs is highly competitive, with major players like iShares and Vanguard dominating. These companies benefit from a broad distribution network, strong brand presence, and high liquidity of their products, giving them a significant moat.

UBS holds a smaller market share and faces the challenge of competing against these established market leaders. UBS's moat is less pronounced compared to the leading providers, as they lag behind in cost structure, brand awareness, and product variety.

To increase their market share, UBS could focus on strategic partnerships, cost reductions, and expanding their product offerings. However, competition remains intense, and the top competitors currently hold better structural advantages.

Fund Size: 2.5 billion euros (2023) Number of Holdings: 1,600+ (2023) Total Expense Ratio (TER): 0.20% (2023)

The UBS Core MSCI World UCITS ETF offers broad diversification by investing in over 1,600 companies worldwide. This reduces the risk associated with investing in individual stocks and provides a solid foundation for long-term growth.

The annual total expense ratio of 0.20% is relatively low compared to other ETFs, making the fund a cost-effective option for investors interested in global diversification.

Additionally, the ETF benefits from tracking the MSCI World Index, which provides broad coverage of developed markets. This can be particularly advantageous in times when individual markets are performing differently, as global diversification can help offset potential losses in specific regions.

Overall, the UBS Core MSCI World UCITS ETF could be a good investment for investors pursuing a long-term investment strategy and looking to benefit from broad global diversification.

Dividend Yield: 1.8% (estimated for 2026) Payout Frequency: Annually

The UBS Core MSCI World UCITS ETF (XTRA:UBU7) typically pays a dividend that depends on the earnings of the stocks held in the ETF. The dividend yield is estimated to be 1.8% for the year 2026, based on historical payouts and general market trends.

The payout is usually done annually and is relatively reliable as it is based on a broad basket of global stocks. Since the ETF invests in a variety of companies, the risk of a significant reduction in the dividend is lower compared to individual stocks. Historically, the ETF has consistently made its payouts, indicating a stable earnings situation.