(UET5) UBS(Lux)Fund Solutions – - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: LU1971906802 • Eurozone Large-Cap Equity
UET5: ETF, Stocks, European, Equities, Sustainability
UBS (Lux) Fund Solutions – EURO STOXX 50 ESG UCITS ETF (EUR) A-dis, traded on XETRA under the ticker UET5, is a Germany-domiciled exchange-traded fund designed to provide exposure to large-cap equities in the Eurozone. This ETF focuses on tracking the performance of the EURO STOXX 50 Index, a widely recognized benchmark for blue-chip companies in the Eurozone. By incorporating ESG criteria, the fund aligns with the growing demand for sustainable investment solutions.
The fund is structured as a UCITS-compliant ETF, ensuring adherence to strict regulatory standards and offering investors transparency, liquidity, and cost-efficiency. With assets under management (AUM) of 665.61 million EUR, it demonstrates a significant scale, reflecting investor confidence in its strategy and track record. The ETFs investment approach emphasizes environmental, social, and governance factors, appealing to investors seeking to integrate ESG principles into their portfolios without compromising on broad market exposure.
From a future perspective, the UBS (Lux) Fund Solutions – EURO STOXX 50 ESG UCITS ETF is well-positioned to benefit from the accelerating adoption of ESG investing. As more investors prioritize sustainability, the funds ESG-focused strategy aligns with this trend, potentially driving further growth in assets under management. Additionally, the underlying EURO
Additional Sources for UET5 ETF
UET5 ETF Overview
Market Cap in USD | 764m |
Category | Eurozone Large-Cap Equity |
TER | 0.10% |
IPO / Inception | 2019-07-25 |
UET5 ETF Ratings
Growth Rating | 76.5 |
Fundamental | - |
Dividend Rating | 60.0 |
Rel. Strength | -0.82 |
Analysts | - |
Fair Price Momentum | 18.81 EUR |
Fair Price DCF | - |
UET5 Dividends
Dividend Yield 12m | 2.79% |
Yield on Cost 5y | 5.90% |
Annual Growth 5y | 19.67% |
Payout Consistency | 100.0% |
UET5 Growth Ratios
Growth Correlation 3m | -15.7% |
Growth Correlation 12m | 49.3% |
Growth Correlation 5y | 92.3% |
CAGR 5y | 16.17% |
CAGR/Max DD 5y | 0.70 |
Sharpe Ratio 12m | 0.56 |
Alpha | 0.08 |
Beta | 0.595 |
Volatility | 34.21% |
Current Volume | 94.8k |
Average Volume 20d | 79.4k |
As of April 22, 2025, the stock is trading at EUR 17.75 with a total of 94,819 shares traded.
Over the past week, the price has changed by +0.67%, over one month by -7.85%, over three months by -2.36% and over the past year by +6.13%.
Yes. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – (XETRA:UET5) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.52 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UET5 as of April 2025 is 18.81. This means that UET5 is currently overvalued and has a potential downside of 5.97%.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
According to ValueRays Forecast Model, UET5 UBS(Lux)Fund Solutions – will be worth about 20.6 in April 2026. The stock is currently trading at 17.75. This means that the stock has a potential upside of +15.94%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 20.6 | 15.9% |