IUFS.L
iShares S&P 500 Financials Sector UCITS ETF
1W: -2.1%
1M: -8.2%
3M: -4.1%
YTD: +0.3%
1Y: +0.6%
3Y: +62.9%
5Y: +48.4%
$15.85
+0.15 (+0.99%)
Weekly Expected Move ±1.7%
$15
$16
$16
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$2.1B
Holdings80
Top 10 Wt57.6%
Volume235,573
Avg Volume243,288
Beta1.01
Portfolio Fundamentals
P/E14.9
P/B2.2
Div Yield1.61%
ROE15.2%
% Profitable—%
Inception2015-11-20
Sector Allocation
Financial Services
98.3%
Technology
1.5%
Other
0.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 12.25% | $278.9M | 554,428 |
| 2 | JPMORGAN CHASE & CO | JPM | 11.70% | $266.3M | 791,267 |
| 3 | VISA CLASS A | V | 8.20% | $186.6M | 507,308 |
| 4 | MASTERCARD CLASS A | MA | 6.01% | $136.8M | 240,698 |
| 5 | BANK OF AMERICA | BAC | 4.72% | $107.4M | 1,935,813 |
| 6 | GOLDMAN SACHS GROUP | GS | 3.49% | $79.4M | 86,668 |
| 7 | WELLS FARGO | WFC | 3.20% | $72.7M | 900,126 |
| 8 | MORGAN STANLEY | MS | 3.02% | $68.8M | 355,310 |
| 9 | CITIGROUP | C | 2.88% | $65.6M | 499,299 |
| 10 | AMERICAN EXPRESS | AXP | 2.11% | $48.0M | 156,787 |