UBS AM launches Mega Cap and ex Mega Cap ETFs
UBS AM launches Mega Cap and ex Mega Cap ETFs
- UBS Asset Management has launched four new Exchange Traded Funds (ETFs) that segment the MSCI World and MSCI USA indices into Mega Cap and ex Mega Cap exposures
- These strategies can help investors seeking broader diversification and more control over portfolio exposures that separate mega caps from the rest of the market
9 September 2025 – UBS Asset Management (UBS AM) has today launched four new ETFs designed to help investors address concentration risk and enhance diversification in global and US equity markets. The UBS Mega Cap ETFs and UBS ex Mega Cap ETFs – available for both MSCI World and MSCI USA indices – enable investors to more precisely manage their exposure to the largest, most influential companies, or to the broader market excluding those mega caps.
André Mueller, Head of Client Coverage at UBS Asset Management: “Technology and AI have pushed the top 10 stocks in major indices to record market share, increasing concentration and valuation risks for index investors. Separating mega caps from the rest of the market allows investors to more precisely manage their exposure to the largest, most influential companies, or to the broader market excluding those mega caps.”
The new ETFs are:
Fund name | Fund name | Total Expense Ratio (%) | Total Expense Ratio (%) |
|---|---|---|---|
Fund name | UBS MSCI World Mega Cap UCITS ETF | Total Expense Ratio (%) | 0.12 |
Fund name | UBS MSCI World ex Mega Cap UCITS ETF | Total Expense Ratio (%) | 0.12 |
Fund name | UBS MSCI USA Mega Cap UCITS ETF | Total Expense Ratio (%) | 0.12 |
Fund name | UBS MSCI USA ex Mega Cap UCITS ETF | Total Expense Ratio (%) | 0.12 |
Your capital is at risk. The value of investments and the income from them may go down as well as up and are not guaranteed. Investors may not get back the amount originally invested.
The funds, available in accumulating share classes are registered for sale in Austria, Germany, Switzerland, Denmark, Spain, Finland, France, UK, Ireland, Italy, Luxembourg, Liechtenstein, Netherlands, Norway, Portugal, and Sweden
