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LONDON - Polar Capital Global Financials Trust Plc has disclosed its top equity holdings and sector exposures as of July 31, 2025, according to a press release statement issued Wednesday.
JPMorgan leads the trust’s portfolio with a 6.8% allocation, followed by Mastercard (NYSE:MA) at 4.4% and Bank of America at 3.6%. Visa (NYSE:V) and Berkshire Hathaway (NYSE:BRKa) round out the top five positions at 3.1% and 2.8% respectively. The top 15 holdings collectively represent 42.0% of the trust’s investments.
The sector breakdown shows banks dominating at 40.2% of the portfolio, with financial services close behind at 38.0%. Insurance holdings account for 17.8%, while fixed income investments represent 3.2%. Equity Real Estate Investment Trusts (REITs) make up the smallest allocation at 0.9%.
Geographically, North America represents nearly half of the trust’s exposure at 49.8%, followed by Europe at 16.1% and Asia Pacific (excluding Japan) at 12.1%. The United Kingdom (TADAWUL:4280) accounts for 10.5% of the portfolio.
The trust reported a gearing ratio of 0.6%, calculated according to the Association of Investment Companies guidelines.
Other notable holdings in the trust’s top 15 include UniCredit (2.8%), Globe Life (NYSE:GL) (2.5%), Goldman Sachs Group (NYSE:GS) (2.2%), Royal Bank of Canada (2.2%), and Alpha Bank (AT:ACBr) SA (2.1%). Barclays (LON:BARC), Intercontinental Exchange (NYSE:ICE), Deutsche Bank AG (ETR:DBKGn), Beazley, and HDFC Bank each represent between 1.8% and 2.0% of the portfolio.
The trust indicated that its monthly factsheet, which includes investment manager commentary, will typically be available on its website by the 10th working day after month-end.
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