XLF Core Holdings and Weight Distribution
Financial Sector Asset Breakdown — Portfolio allocation across diversified commercial banks, investment banks, insurance underwriters, and payment networks.
The plate
Latest Snapshot
- Data file updated
- 2026-10-10
- Constituents
- 10
- P/E
- 15.6
Berkshire Hathaway and JPMorgan Chase combine for roughly 23% of fund assets, while Visa and Mastercard contribute 13%, reflecting the consolidated power of modern diversified financial networks.
What this page answers
The heaviest constituent in XLF today is BRK-B at 12.30%. The top five holdings aggregate to 42.7%, and the top ten command 57.4%. The portfolio comprises 10 holdings, updated every trading session alongside constituent market valuations.
Berkshire Hathaway and JPMorgan Chase combine for roughly 23% of fund assets, while Visa and Mastercard contribute 13%, reflecting the consolidated power of modern diversified financial networks. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
XLF — portfolio constituents ranked by index weight (top 10)
| # | Ticker | Company | Weight | 1-year return |
|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Class B | 12.30% | +5.4% |
| 2 | JPM | JPMorgan Chase & Co | 11.66% | +12.8% |
| 3 | V | Visa Inc Class A | 8.12% | +13.1% |
| 4 | MA | Mastercard Inc Class A | 5.91% | +6.4% |
| 5 | BAC | Bank of America Corp | 4.69% | +14.0% |
| 6 | GS | The Goldman Sachs Group Inc | 3.48% | +19.4% |
| 7 | WFC | Wells Fargo & Co | 3.21% | +10.0% |
| 8 | MS | Morgan Stanley | 2.98% | +28.0% |
| 9 | C | Citigroup Inc | 2.88% | +40.9% |
| 10 | AXP | American Express Co | 2.12% | -1.5% |
Displaying the 10 most recent of 10 observations — complete series in JSON: https://historyofmarket.com/api/fin/holdings.json
Data & Source
GET /api/fin/holdings.json — Canonical dataset endpoint.
Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.
FAQ
What is the single largest holding in XLF today?
BRK-B (Berkshire Hathaway Inc Class B), commanding 12.30% of aggregate index weighting.
Where does this data come from?
History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh each weekend. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.