Sector exposure

Finance

10 funds with Finance exposure · weighted average allocation 50.4% · 50th largest sector ranked across tracked funds

Funds
10
Avg weight
50.4%
Sector rank
#50 of 576
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Top Finance-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
US
UBS SBI® Foreign AAA-BBB 1-5 ESG UCITS ETF
LU0879397742
UBS
75.9%
—
UM
UBS MSCI Hong Kong UCITS ETF
LU1169827224
UBS
67.3%
+35.8%
US
Ultra Short Duration Bond
LU2334454522
HSBC
52.2%
+1.9%
SS
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
US78468R2004
SPDR ETFs
51.5%
+3.4%
OS
Ostrum SRI Credit 12M
FR0011375989
Natixis Investment Managers
49.5%
+4.3%
AW
AXA World Funds - US Credit Short Duration IG
LU0960403268
AXA Investment Managers
45.5%
+2%
UG
UBS Global Green Bond ESG 1-10 UCITS ETF
LU2484583302
UBS
42.5%
+3.2%
US
UBS SBI® Foreign AAA-BBB 5-10 ESG UCITS ETF
LU0879399441
UBS
42.3%
+3.4%
TV
TOCQUEVILLE VALUE EURO ISR
FR0011524370
LBP AM
41.5%
+18%
UM
UBS MSCI Canada UCITS ETF
LU1130156596
UBS
36.2%
+39.9%
Top Finance Holdings Across Funds
—
AIA GROUP LIMITED
Unknown
27.32%
in 1 funds
—
HONG KONG EXCHANGES AND CLEARING LIMITED
Unknown
14.34%
in 1 funds
—
ROYAL BANK OF CANADA
Unknown
7.91%
in 1 funds
—
SUN HUNG KAI PROPERTIES LIMITED
Unknown
5.74%
in 1 funds
—
TORONTO-DOMINION BANK(THE)
Unknown
5.53%
in 1 funds
—
BANCO SANTANDER SA
Unknown
5.32%
in 1 funds
—
SHOPIFY A
Unknown
5.08%
in 1 funds
—
CK HUTCHISON HOLDINGS LIMITED
Unknown
4.9%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
UBS SBI® Foreign AA..
+75.9%
UBS MSCI Hong Kong U..
+67.3%
Ultra Short Duration..
+52.2%
State Street SPDR Bl..
+51.5%
Ostrum SRI Credit 12M
+49.5%
AXA World Funds - US..
+45.5%
UBS Global Green Bon..
+42.5%
UBS SBI® Foreign AA..
+42.3%
TOCQUEVILLE VALUE EU..
+41.5%
UBS MSCI Canada UCIT..
+36.2%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Finance ETF (benchmark) Real fund NAV data 2025-05-12 → 2026-04-30
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Data updated in real-time from FMP, FE fundinfo & MSCI