IUFS.L
iShares S&P 500 Financials Sector UCITS ETF
1W: +0.1%
1M: -1.9%
3M: -1.7%
YTD: -3.9%
1Y: +13.8%
3Y: +65.7%
5Y: +57.6%
$15.32
+0.14 (+0.89%)
Weekly Expected Move ±1.7%
$15
$15
$15
$15
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$2.2B
Holdings81
Top 10 Wt56.2%
Volume289,285
Avg Volume495,382
Beta1.04
Portfolio Fundamentals
P/E15.9
P/B2.1
Div Yield1.61%
ROE13.9%
% Profitable—%
Inception2015-11-20
Sector Allocation
Financial Services
97.9%
Technology
1.7%
Other
0.4%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 11.95% | $251.5M | 523,015 |
| 2 | JPMORGAN CHASE & CO | JPM | 11.04% | $232.2M | 769,007 |
| 3 | VISA INC CLASS A | V | 7.54% | $158.6M | 479,488 |
| 4 | MASTERCARD INC CLASS A | MA | 5.50% | $115.7M | 232,254 |
| 5 | BANK OF AMERICA CORP | BAC | 4.61% | $96.9M | 1,892,306 |
| 6 | GOLDMAN SACHS GROUP INC | GS | 3.99% | $84.0M | 85,547 |
| 7 | MORGAN STANLEY | MS | 3.22% | $67.9M | 343,112 |
| 8 | WELLS FARGO | WFC | 3.18% | $66.9M | 881,913 |
| 9 | CITIGROUP INC | C | 2.96% | $62.2M | 498,317 |
| 10 | AMERICAN EXPRESS | AXP | 2.25% | $47.3M | 152,756 |