# XLF Core Holdings and Weight Distribution

Source: https://historyofmarket.com/fin/fin-holdings/
Language: en
License: data CC BY 4.0, text © History of Market — cite "History of Market (historyofmarket.com)" and link the source page. Terms: https://historyofmarket.com/license/
Section: History of Market › Financials › XLF Core Holdings and Weight Distribution

**Financial Sector Asset Breakdown** — Portfolio allocation across diversified commercial banks, investment banks, insurance underwriters, and payment networks.

Figure: Plate V.9 · 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.

## Latest Snapshot

- **Data file updated** — 2026-11-13
- **Constituents** — 10
- **P/E** — 15.7

## What this page answers

The heaviest constituent in XLF today is BRK-B at 12.68%. The top five holdings aggregate to 43.3%, and the top ten command 57.2%. The portfolio comprises 10 holdings, updated every trading session alongside constituent market valuations.

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 | 12.68% | +15.0% |
| 2 | JPM | JPMorgan Chase & Co | 11.24% | +12.9% |
| 3 | V | Visa Inc Class A | 8.84% | +26.1% |
| 4 | MA | Mastercard Inc Class A | 6.47% | +18.2% |
| 5 | BAC | Bank of America Corp | 4.08% | -2.4% |
| 6 | GS | The Goldman Sachs Group Inc | 3.27% | +15.7% |
| 7 | WFC | Wells Fargo & Co | 3.16% | +3.5% |
| 8 | MS | Morgan Stanley | 2.76% | +16.8% |
| 9 | C | Citigroup Inc | 2.58% | +25.8% |
| 10 | AXP | American Express Co | 2.11% | -11.8% |

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](https://historyofmarket.com/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 12.68% 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.

## Related charts and reading

- [XLK Top Holdings and Cumulative Portfolio Concentration](https://historyofmarket.com/xlk/xlk-holdings/) — Information Technology
- [XLY and XLP Top Holdings Side by Side: Two Very Different Concentrations](https://historyofmarket.com/consumer/consumer-holdings/) — Consumer
- [The Yield Curve Spread (2s10s) and Bank Sector Transmission](https://historyofmarket.com/fin/fin-rates/)

---

Data: https://historyofmarket.com/api/fin/holdings.json
Machine index: https://historyofmarket.com/llms.txt