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UYG
-4.07 · -4.36%
$89.26 · NYSE ARCA

ProShares Ultra Financials (UYG) ETF Analysis | Trading--Leveraged Equity

ProShares · United States
AUM:$703.2M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 10.0% over the past year, indicating modest price weakness.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is UYG?

The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is designed to measure the performance of financial companies included in the S&P 500 Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
UYG returned -10.0% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 35.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$703.2M
Expense Ratio0.95%
Dividend Yield0.97%
Holdings40
Inception DateJan 2007
DomicileUnited States
DistributionNA
Index–
ProviderProShares
Beta1.82
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+25.3%
1Y
+10.8%
3Y
+138.1%
5Y
+74.6%
OpenBook InsightIf you had invested £10,000 in UYG 5 years ago, it would have grown to £17,465 — a gain of £7,465.

Annual Returns

Calendar year performance

UYG delivered positive returns in 4 of the last 5 calendar years.
YearUYG
2026 YTD+7.9%
2025+20.5%
2024+54.9%
2023+21.5%
2022-33.2%
CAGR 4yr+10.9%
4/5 positive yearsAvg return: +14.3%Worst year: -33.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
22.1%
Moderate
Momentum
+6.8%
30-day change
Support Level
95.39
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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