— Know what they know.
Not Investment Advice

FNCL

Fidelity MSCI Financials Index ETF
1W: -0.9% 1M: -3.2% 3M: -3.1% YTD: -6.7% 1Y: +1.4% 3Y: +74.0% 5Y: +52.9%
$73.62
+0.84 (+1.15%)
After Hours: $72.50 (-1.12, -1.52%)
Weekly Expected Move ±1.2%
$71 $72 $73 $74 $75
ETF AMEX · AUM $2.2B
Key Statistics
AUM$2.2B
Holdings380
Top 10 Wt47.5%
Volume107,464
Avg Volume148,188
Beta0.93
Portfolio Fundamentals
P/E15.7
P/B2.2
Div Yield1.82%
ROE14.3%
% Profitable89%
Inception2013-10-24
Sector Allocation
Financial Services 96.1%
Technology 2.2%
Other 1.0%
Real Estate 0.7%
Healthcare 0.1%
Industrials 0.0%
+1 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 9.80% $213.4M 709,496
2 BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033 BRK-B 8.05% $175.1M 358,530
3 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 6.71% $146.1M 439,217
4 MASTERCARD INC A COMMON STOCK USD.0001 MA 5.13% $111.6M 220,590
5 BANK OF AMERICA CORP COMMON STOCK USD.01 BAC 4.16% $90.5M 1,784,575
6 GOLDMAN SACHS GROUP INC COMMON STOCK USD.01 GS 3.40% $73.9M 78,141
7 WELLS FARGO + CO COMMON STOCK USD1.666 WFC 2.79% $60.8M 817,646
8 MORGAN STANLEY COMMON STOCK USD.01 MS 2.74% $59.6M 309,272
9 CITIGROUP INC COMMON STOCK USD.01 C 2.62% $57.0M 466,032
10 AMERICAN EXPRESS CO COMMON STOCK USD.2 AXP 2.06% $44.8M 143,481

Recent Holding Changes

Date Holding Change Details
2026-05-20 TFIN New
2026-05-20 TBK Removed
2026-05-18 BFC Changed 2368 → 2360
2026-05-18 EVTC Changed 17206 → 17148
2026-05-18 EFC Changed 25256 → 25170

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