iShares S&P 500 Financials Sector UCITS ETF (SWX:IUFS)

Assets	2.65B
Expense Ratio	n/a
PE Ratio	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Ex-Dividend Date	n/a
Payout Frequency	n/a
Payout Ratio	n/a
1-Year Return	+2.57%

Volume	50,390
Open	16.59
Previous Close	16.57
Day's Range	16.20 - 16.59
52-Week Low	14.09
52-Week High	17.29
Beta	n/a
Holdings	81
Inception Date	Nov 20, 2015

About IUFS

iShares S&P 500 Financials Sector UCITS ETF is an exchange traded fund launched by BlackRock Asset Management Ireland Limited. It is managed by BlackRock Advisors (UK) Limited. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating in the financial sector, which include banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate companies. The fund invests in the stocks of large-cap companies. It seeks to replicate the performance of the S&P 500 Financial Services Index, by investing in the stocks of companies as per their weightings in the index. iShares S&P 500 Financials Sector UCITS ETF was formed on August 22, 2011 and is domiciled in Ireland.

• Asset Class: Equity
• Category: Sector Equity Financial Services
• Region: North America
• Stock Exchange: SIX Swiss Exchange
• Ticker Symbol: IUFS

Performance

IUFS had a total return of 2.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.77%.

Top 10 Holdings

57.35% of assets

Name	Symbol	Weight
Berkshire Hathaway Inc.	BRK.B	12.08%
JPMorgan Chase & Co.	JPM	11.83%
Visa Inc.	V	7.99%
Mastercard Incorporated	MA	5.81%
Bank of America Corporation	BAC	4.78%
The Goldman Sachs Group, Inc.	GS	3.49%
Wells Fargo & Company	WFC	3.31%
Morgan Stanley	MS	3.08%
Citigroup Inc.	C	2.81%
The Charles Schwab Corporation	SCHW	2.18%

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Sep 23, 2026

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