Top Fifteen Equity Holdings and Exposures

Summary by AI BETAClose X

Polar Capital Global Financials Trust Plc has released its top fifteen equity holdings and sector and geographic exposures as of March 31, 2026. The largest individual holding is JPMorgan at 7.0%, followed by Bank of America at 3.8% and Mastercard at 3.6%, with the top fifteen holdings comprising 42.2% of the portfolio. The trust's sector exposure is heavily weighted towards Banks (46.3%) and Financial Services (30.3%), with Insurance making up 19.1%. Geographically, North America represents the largest exposure at 45.8%, followed by Europe at 17.0% and Asia Pacific (ex-Japan) at 13.9%. The company reported a gearing ratio of 0.0%.

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