(EUFN) MSCI Europe Financials - Overview

ETF Category: Europe Stock | Exchange: NASDAQ (USA) | Market Cap: 3.593m USD | Total Return: 26.6% in 12m

Banking, Insurance, Financial Services, Asset Management
Total Rating 59
Safety 59
Buy Signal -0.17
Europe Stock
Category Rotation: +5.6
TER: 0.51%
AUM: 3.59B
Avg Turnover: 25.5M
Risk 3d forecast
Volatility18.9%
VaR 5th Pctl3.51%
VaR vs Median3.37%
Reward TTM
Sharpe Ratio1.09
Rel. Str. IBD53.2
Rel. Str. Peer Group83.3
Character TTM
Beta0.619
Beta Downside0.421
Hurst Exponent0.535
Drawdowns 3y
Max DD15.95%
CAGR/Max DD2.05
CAGR/Mean DD12.24

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: EUFN MSCI Europe Financials

The iShares MSCI Europe Financials ETF (EUFN) tracks the MSCI Europe Financials Index, providing exposure to large- and mid-cap financial institutions across developed European markets. The fund utilizes a market capitalization-weighted strategy, investing at least 80% of its assets in securities that mirror the underlying indexs performance.

The European financial sector is characterized by a heavy concentration in traditional commercial banking, insurance providers, and diversified financial services firms. Unlike the U.S. financial sector, European banks often operate under a universal banking model, combining retail, commercial, and investment banking operations within a single entity.

European financial institutions are subject to stringent capital requirements under Basel III regulations, which influence dividend payouts and share buyback programs. You may find it useful to evaluate specific valuation metrics for these holdings on ValueRay. This fund offers a liquid vehicle for investors seeking to capture the cyclical performance and interest rate sensitivity of the European financial landscape.

Headlines to Watch Out For
  • European Central Bank interest rate policies dictate net interest margin profitability
  • Eurozone GDP growth trends influence corporate and consumer loan demand volumes
  • Basel III capital requirements impact dividend payout ratios and share buybacks
  • Financial transaction taxes and cross-border regulations affect institutional trading revenues
  • Geographic concentration in UK and Swiss banks creates currency exchange volatility
What is the price of EUFN shares?

As of May 29, 2026, the stock is trading at USD 38.34 with a total of 905,058 shares traded.
Over the past week, the price has changed by -0.05%, over one month by +2.21%, over three months by +1.67% and over the past year by +26.64%.

Is EUFN a buy, sell or hold?

MSCI Europe Financials has no consensus analysts rating.