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Maslow's Basic + Psychological needs 12: Utilities, Consumer, Entertainment (UCEDGR 12)

UCEDGR

$UCEDGR

Index Performance

-3.62%
UCEDGR
-1.28%
SP500
+0.41%
TMLARGE

Overview

Description

Part of a group of 3 indexes with 12 stocks each. $UCEDGR (Maslow's needs), $HLDGR (notable highly leveraged companies) and $INNODGR (lead innovators not included in $DGRXIIC). $UCEDGR tracks the performance of 12 companies that provide essential products and services that meet the basic and psychological needs of people, including utilities, consumer staples and entertainment. The index is named after Maslow's hierarchy of needs, which suggests that people have a hierarchy of needs, starting with the most basic needs, such as food and shelter, and progressing to higher-level needs, such as love and belonging, and self-actualization. The companies in this index provide products and services that meet all of these needs, so they should be expected to be more resistant to economic downturns than companies in $HLDGR and $INNODGR.

  • TickerUCEDGR
  • Inception Date08/17/2023
  • WeightingMarket Cap
  • # of holdings12
What's inside?

Holdings

All holdings as of September 26, 2023
CSV download
Walmart, Inc. (WMT)25.89%$437.379B5.74%24.61%0.78x
Nestlé SA (NESN)17.53%N/A8.42%45.20%3.59x
The Coca-Cola Co. (KO)14.54%$244.455B5.58%59.54%6.57x
Netflix, Inc. (NFLX)10.00%$168.063B2.72%42.92%6.45x
NextEra Energy, Inc. (NEE)7.98%$134.016B-21.16%29.36%10.13x
Unilever Plc (ULVR)7.33%N/A13.72%40.23%2.53x
Sony Group Corp. (SONY)5.87%N/A21.04%30.11%1.44x
Iberdrola SA (IBE)4.07%N/A-12.02%24.22%2.41x
NetEase, Inc. (9999)3.65%N/A-2.43%59.87%3.55x
Veolia Environnement SA (VIE)1.24%N/A50.43%16.58%0.99x
Live Nation Entertainment, Inc. (LYV)1.10%$18.394B26.98%23.61%1.29x
Bandai Namco Holdings, Inc. (7832)0.82%N/A3.96%39.75%2.01x
Market data by FactSet