(UBU9) UBS (Irl) - SP500 A-dis - Ratings and Ratios

UBS (Irl) plc - S&P 500 UCITS USD A-dis (XETRA:UBU9) is an exchange-traded fund (ETF) designed to track the performance of the S&P 500 Index, a widely recognized benchmark for US large-cap equities. The fund is domiciled in Ireland and listed on XETRA, targeting investors seeking exposure to the US large-cap market. It employs a replication strategy, holding a representative sample of the index constituents to minimize tracking error. The ETF is denominated in USD but traded in EUR on XETRA, making it accessible to European investors. The fund manager is UBS Asset Management, a subsidiary of UBS Group AG, one of the largest asset managers globally.

From a technical perspective, UBU9 has shown a mixed trend in recent months. The ETF is currently trading at 92.38, slightly below its 20-day SMA of 93.69 and 50-day SMA of 93.11. However, it remains above its 200-day SMA of 85.76, indicating long-term upward momentum. The Average True Range (ATR) of 0.91 suggests moderate volatility, with average daily price swings of less than 1%. The 20-day average volume of 2,238 shares indicates relatively low trading activity, which may impact liquidity during large trades.

Fundamentally, the ETF has assets under management (AUM) of 500.37 million EUR, reflecting its popularity among investors seeking US large-cap exposure. The funds focus on the S&P 500 provides diversification across sectors, including technology, healthcare, and financials, aligning with the broader US economy. Its expense ratio is competitive within the UCITS ETF space, making it a cost-effective option for long-term investors.

Looking ahead, over the next three months, UBU9 is expected to remain correlated with the S&P 500 Index. Based on technical indicators, the ETF may face resistance at its 50-day SMA of 93.11 and 20-day SMA of 93.69. Support levels are likely to be tested near the 200-day SMA of 85.76. The ATR of 0.91 suggests potential price fluctuations of 5-6% over the period. Fundamentally, the ETFs performance will closely track the S&P 500, influenced by US macroeconomic data, corporate earnings, and broader market sentiment. Investors should monitor key economic indicators such as US GDP growth, inflation data, and Federal Reserve policy decisions, as these will likely impact the funds performance.