(EUFN) MSCI Europe Financials - Overview

ETF Category: Europe Stock | Exchange: NASDAQ (USA) | Market Cap: 3.434m USD | Total Return: 43.9% in 12m

Banks, Insurance, Diversified Financials, REITs
Total Rating 80
Safety 54
Buy Signal 0.31
Europe Stock Category Rotation: +5.4
TER: 0.51%
AUM: 3.43B
Avg Turnover: 47.1M USD
ATR: 2.54%
Peers RS (IBD): 81.3
Risk 5d forecast
Volatility19.5%
Rel. Tail Risk4.15%
Reward TTM
Sharpe Ratio2.08
Alpha30.46
Character TTM
Beta0.652
Beta Downside0.741
Drawdowns 3y
Max DD15.95%
CAGR/Max DD1.90

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: EUFN MSCI Europe Financials

The iShares MSCI Europe Financials ETF (EUFN) seeks to track the MSCI Europe Financials Index by allocating at least 80% of its assets to the index’s component securities or securities that are economically equivalent, delivering exposure to the European financial sector through a free-float, market-cap weighted methodology.

As of the latest data (Feb 2026), EUFN carries an expense ratio of 0.20%, holds roughly $2.8 billion in assets under management, and its top five holdings are HSBC Holdings, Banco Santander, BNP Paribas, Allianz SE, and ING Group, together representing about 28% of the portfolio. The fund has delivered a YTD return of +5.3% and a 12-month dividend yield of 3.2%.

Key drivers for the European financials sector include the European Central Bank’s policy stance-steady or rising short-term rates bolster net interest margins for banks-while tightening credit conditions and heightened regulatory capital requirements can pressure profitability. Additionally, regional economic growth, particularly in the Eurozone’s services and consumer sectors, influences loan demand and asset-quality trends.

For a deeper dive into how EUFN fits into a diversified strategy, you might explore further analysis on ValueRay.

Headlines to Watch Out For
  • European interest rate hikes boost bank net interest margins
  • Economic slowdown increases loan loss provisions
  • Regulatory capital requirements constrain bank lending
  • Geopolitical instability impacts investor confidence
  • FX volatility affects cross-border banking profits
What is the price of EUFN shares? As of April 10, 2026, the stock is trading at USD 37.22 with a total of 706,425 shares traded.
Over the past week, the price has changed by +5.53%, over one month by +5.74%, over three months by +0.43% and over the past year by +43.89%.
Is EUFN a buy, sell or hold? MSCI Europe Financials has no consensus analysts rating.
What are the forecasts/targets for the EUFN price?
Analysts Target Price - -
External Resources