UYGProShares Ultra Financials
Seeks daily investment results that correspond to 2x the daily performance of the S&P Financial Select Sector Index.
By ProShares · Launched 2007
Annual Cost
0.94%
#4,933 of 6,040 · expensive
Fund Size
$827M
#1,294 of 6,040 · large
Return (1Y)
+3.8%
Track Record
19 years
#425 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,713-2.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Leveraged
Sector
FinancialsIndex tracked
S&P 500 Financials Index
Holdings
By weightConcentration
synthetic exposure — holdings shown are derivatives collateral, not the fund's positions
United States of America
8.2%
Berkshire Hathaway, Inc.
8.0%
JPMorgan Chase & Co.
7.1%
N/A
5.0%
ProShares GENIUS Money Market ETF
5.0%
Visa, Inc.
4.7%
N/A
4.0%
Mastercard, Inc.
3.7%
N/A
3.4%
N/A
3.1%
Asset allocation
Stocks
87.6%
Cash
8.8%
Other
3.7%
By sector
Financial Services
98.1%
Technology
1.6%
Industrials
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
29.2%High
Year-on-year price swings
Max drawdown
-70.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.84Decent risk-adjusted returns
Sortino (3Y)
1.20Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks daily investment results that correspond to 2x the daily performance of the S&P Financial Select Sector Index.
- Strategy
- Invests in financial instruments to achieve daily returns that correspond to 2x the daily performance of the S&P Financial Select Sector Index. The Fund uses derivatives, including swap agreements, to gain leveraged exposure to the Index, which includes the largest U.S. financial companies across various industries.
- Inception date
- January 30, 2007
- Fund family
- ProShares
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Data updated on 2026-09-18