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Polar Capital Global Financials Trust Plc announced its top fifteen equity holdings, along with sector and geographic exposures, as at 31st March 2026. The top fifteen holdings totalled 42.2%, with JPMorgan representing 7.0%. Sector exposure included 46.3% in Banks and 30.3% in Financial Services, while North America accounted for 45.8% of geographic exposure, and the Gearing Ratio was 0.0%.
| Date | 7 Apr 2026 |
| Time | 15:34:49 |
| Category | Corporate updates |
| ID | 5152Z |
7th April 2026
Polar Capital Global Financials Trust Plc (the "Company")
Top Fifteen Holdings and Sector and Geographic Exposures as at 31st March 2026.
Polar Capital Global Financials Trust Plc is pleased to announce that as at 31st March 2026 the top fifteen equity holdings and the sector and geographic breakdown were as follows:
|
Top 15 Longs |
% |
|
JPMorgan |
7.0% |
|
Bank of America |
3.8% |
|
Mastercard |
3.6% |
|
Royal Bank of Canada |
3.3% |
|
AIA Group |
2.9% |
|
Bank of New York Mellon Corp/T |
2.7% |
|
Citigroup |
2.5% |
|
IG Group Holdings |
2.4% |
|
Banco Santander SA |
2.0% |
|
UniCredit |
2.0% |
|
Berkshire Hathaway |
2.0% |
|
Oversea-Chinese Banking Corp L |
2.0% |
|
Globe Life |
2.0% |
|
Chubb |
2.0% |
|
Morgan Stanley |
1.9% |
|
Total |
42.2% |
|
Sector Exposure |
Total % |
|
Banks |
46.3% |
|
Financial Services |
30.3% |
|
Insurance |
19.1% |
|
Fixed Income |
3.2% |
|
Equity Real Estate Investment Trusts (REITs) |
1.1% |
|
Cash |
0.0% |
|
Total |
100.00% |
|
Geographic Exposure |
Total % |
|
North America |
45.8% |
|
Europe |
17.0% |
|
Asia Pac (ex-Japan) |
13.9% |
|
UK |
12.2% |
|
Latin America |
3.3% |
|
Japan |
3.3% |
|
Fixed Income |
3.2% |
|
Eastern Europe |
1.3% |
|
Cash |
0.0% |
|
Total |
100.00% |
Gearing Ratio as calculated in accordance with the guidelines of the Association of Investment Companies, was 0.0%.
The monthly factsheet will usually be available on the Company's website on the 10th working day after the month end and includes a commentary by the investment manager.
Neither the contents of the Company's website nor the contents of any website accessible from the hyperlinks on the Company's website (or any other website) is incorporated into or forms part of this announcement.