— Know what they know.
Not Investment Advice

FNCL

Fidelity MSCI Financials Index ETF
1W: -2.4% 1M: -1.3% 3M: +8.9% YTD: +4.3% 1Y: +8.2% 3Y: +76.2% 5Y: +62.0%
$81.37
+0.48 (+0.60%)
 
Weekly Expected Move ±1.8%
$78 $80 $81 $83 $84
ETF AMEX · AUM $2.2B
Key Statistics
AUM$2.2B
Holdings372
Top 10 Wt48.8%
Volume157,580
Avg Volume100,419
Beta0.90
Portfolio Fundamentals
P/E15.9
P/B2.5
Div Yield1.71%
ROE16.0%
% Profitable90%
Inception2013-10-24
Sector Allocation
Financial Services 95.6%
Technology 1.9%
Other 1.7%
Real Estate 0.7%
Healthcare 0.1%
Industrials 0.0%
+2 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE & CO JPM 10.52% $248.6M 700,847
2 BERKSHIRE HATHAWAY INC CL B BRK-B 7.97% $188.4M 371,844
3 VISA INC CL A V 6.80% $160.8M 437,590
4 MASTERCARD INC CL A MA 5.13% $121.4M 213,892
5 BANK OF AMERICA CORPORATION BAC 4.54% $107.3M 1,711,545
6 GOLDMAN SACHS GROUP INC GS 3.38% $80.0M 77,780
7 WELLS FARGO & CO WFC 3.03% $71.6M 798,482
8 MORGAN STANLEY MS 2.83% $66.9M 310,849
9 CITIGROUP INC C 2.62% $62.0M 449,690
10 SCHWAB CHARLES CORP SCHW 1.96% $46.4M 435,605

Recent Holding Changes

Date Holding Change Details
2026-09-11 ACGL Removed
2026-09-11 RNR Removed
2026-09-11 AGO Removed
2026-09-11 AXS Removed
2026-09-11 ESNT Removed

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms