Sector exposure

Bank +0.00pp 7D

3,995 funds with Bank exposure · showing top 10 · average allocation in displayed funds 68.3%

Funds
10
Avg weight
68.3%
Sector Signals · Bank Rule-based · derived from FMP & FE data
Generating analysis…

AI outlook will appear here once data is loaded.

Momentum
—
Valuation
—
Fund sentiment
—
community voting · coming soon
Build a screen from this →

Top Bank-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
BF
BlueBay Financial Capital Bond Fund
LU1163201939
RBC BlueBay Asset Management
91.5%
+10.9%
SS
State Street SPDR S&P Bank ETF
US78464A7972
SPDR ETFs
86.1%
+28.8%
LC
LAZARD CAPITAL FI SRI
FR0010952788
Lazard Asset Management
77%
+8.3%
AJ
Av Jupiter Financial Opportunities EP
GB0033616292
Aviva
75.2%
—
FB
Financial Bonds
FR0011034495
Edmond de Rothschild
74.7%
+5.5%
IK
Invesco KBW Bank ETF
US46138E6288
Invesco
68.3%
+42.4%
A
Atlas
LU1433231963
Pictet
62.7%
+12.7%
WF
World Financials Fund
LU0147401128
BlackRock
54.3%
+26.2%
PS
Preferred Securities Fund
IE0003BPD715
Principal
46.9%
+5%
CS
Candriam Sustainable Bond Euro Short Term
LU1434521826
Candriam
46%
+2.2%
Top Bank Holdings Across Funds
—
Morgan Stanley ORD
Unknown
8.5%
in 1 funds
—
Goldman Sachs Group Inc ORD
Unknown
8.13%
in 1 funds
—
Bank of America Corp ORD
Unknown
8.03%
in 1 funds
—
JPMorgan Chase & Co ORD
Unknown
7.87%
in 1 funds
—
Wells Fargo & Co ORD
Unknown
7.47%
in 1 funds
—
DTE BANK 24/UNENDL./FIX-TO-FLOAT
Unknown
6.98%
in 1 funds
—
BANK OF AMERICA CORPORATION
Unknown
6.55%
in 1 funds
—
Barclays Plc 8.375% Flt Perp
Unknown
5.73%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
BlueBay Financial Ca..
+91.5%
State Street SPDR S&..
+86.1%
LAZARD CAPITAL FI SRI
+77%
Av Jupiter Financial..
+75.2%
Financial Bonds
+74.7%
Invesco KBW Bank ETF
+68.3%
Atlas
+62.7%
World Financials Fund
+54.3%
Preferred Securities..
+46.9%
Candriam Sustainable..
+46%
Performance Chart
Top 9-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
Bank Sector News
Loading news...
FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI