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EUFNiShares MSCI Europe Financials ETF

Grow my money16y track recordRanked #375 of 2,999 in this goal

Tracks the investment results of the MSCI Europe Financials Index.

By iShares · Launched 2010

Annual Cost

0.49%

#2,480 of 5,861 · average

Fund Size

$3.7B

#530 of 5,861 · large

Return (1Y)Goal

+35.3%

Track Record

16 years

#732 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$16,023+60.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Europe Financials Index

What it actually holds

By weight

Concentration

Top 10 holdings = 42.3% of fundmoderately concentrated

HSBC HOLDINGS PLC
9.3%
Banco Santander, S.A.
5.3%
Allianz SE
5.1%
UBS Group AG
4.2%
Banco Bilbao Vizcaya Argentaria, S.A.
3.7%
UNICREDIT, SOCIETA PER AZIONI
3.2%
BNP PARIBAS SA
3.1%
Zurich Insurance Group AG
3.0%
INTESA SANPAOLO SPA
2.8%
ING Groep N.V.
2.5%

Asset allocation

Stocks
98.6%
Other
0.9%
Cash
0.5%

By sector

Financial Services
98.3%
Technology
1.0%
Industrials
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.4%High

Year-on-year price swings

Max drawdown
-53.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.42Strong risk-adjusted returns
Sortino (3Y)
2.12Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the MSCI Europe Financials Index.
Strategy
Invests primarily in large- and mid-capitalization developed market European equities in the financials sector, using a representative sampling indexing strategy to track the MSCI Europe Financials Index. Aims to achieve lower costs and better after-tax performance by keeping portfolio turnover low.
Inception date
January 20, 2010
Fund family
iShares

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Data updated on 2026-08-04