AI-powered ETF Debut: Is this the market revolution at hand?
In a remarkable shift in the European equity market, the AI-Enhanced Eurozone Equities ETF has demonstrated significant outperformance compared to the MSCI EMU Index. The Berlin-based tech firm Ultramarin, specialising in AI-based predictive models, manages this innovative ETF.
The ETF, launched on June 27, 2024, has collected around 42 million euros in assets since its inception. It invests in approximately 80 stocks from the Eurozone, with the largest holdings currently being SAP (5.4%), Allianz (5.3%), and ASML (4.9%).
One of the key factors contributing to the ETF's success is its strategic focus on sectors and countries. In terms of sectors, the top performers include Financials, Technology & AI, and Defensive sectors such as Utilities and Infrastructure. European banks have experienced a +27% year-to-date increase, driven by ECB reforms and rising lending demand. The tech sector benefits from EU regulations favouring data localization and AI innovation, boosting companies like ASML and SAP. Meanwhile, utilities and infrastructure stocks like Vinci and Enel have provided stable dividends, appealing amid geopolitical risks and economic uncertainty.
Regarding countries, Spain, Norway, Austria, Italy, and Ireland have shown considerable equity returns in 2025, surpassing many other Eurozone members. Spain, for instance, has seen a +29.4% increase, while Norway and Austria follow closely with +24.8% and +24.4% respectively.
The ETF's ability to outperform the MSCI EMU Index by up to 10 percentage points in countries and up to 2.5 percentage points in sectors is a testament to its AI-driven approach. Ultramarin aims to outperform the MSCI EMU Index by 2.0 to 2.5 percentage points per year.
It's worth noting that the MSCI EMU Index, on the other hand, is dominated by financials, industrials, and cyclical consumer goods. The largest individual holdings include ASML, SAP, and LVMH.
The AI-Enhanced Eurozone Equities ETF (ISIN: IE000979OT00) is the first actively managed ETF in Europe controlled by AI, leveraging growth in sectors and countries such as Spain, Norway, Austria, Italy, and Ireland, fueled by fiscal prudence in the Eurozone, ECB policies, and tech advancements supporting AI applications.
The earnings of the AI ETF are paid out once a year in December, and the ETF costs 0.65% per year. As the AI ETF continues to outperform the MSCI EMU Index, it offers an exciting opportunity for investors seeking exposure to the European market with a focus on AI-driven growth and strategic sector and country selection.
Investors seeking exposure to the European market with a focus on AI-driven growth and strategic sector and country selection might be interested in the AI-Enhanced Eurozone Equities ETF, which leverages growth in sectors such as Technology & AI, and countries like Spain, Norway, Austria, Italy, and Ireland. This ETF, controlled by the tech firm Ultramarin, has demonstrated significant outperformance compared to the MSCI EMU Index, offering an opportunity for investors to potentially gain higher returns.
