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UYG
Upturn stock ratingUpturn stock rating

ProShares Ultra Financials (UYG)

Upturn stock ratingUpturn stock rating
$96.75
Last Close (24-hour delay)
Profit since last BUY6.13%
upturn advisory
WEAK BUY
BUY since 65 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: UYG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 33.5%
Avg. Invested days 50
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 2.04
52 Weeks Range 61.74 - 99.48
Updated Date 06/30/2025
52 Weeks Range 61.74 - 99.48
Updated Date 06/30/2025

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ProShares Ultra Financials

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ETF Overview

overview logo Overview

ProShares Ultra Financials (UYG) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Financials Index. It offers leveraged exposure to the U.S. financial sector.

reliability logo Reputation and Reliability

ProShares is a well-established issuer known for its leveraged and inverse ETFs, with a generally reliable track record for delivering the promised daily exposure.

reliability logo Management Expertise

ProShares has a dedicated team with expertise in structuring and managing leveraged and inverse ETFs.

Investment Objective

overview logo Goal

The ETF aims to provide 2x the daily performance of the Dow Jones U.S. Financials Index.

Investment Approach and Strategy

Strategy: UYG uses a combination of financial instruments, including swap agreements, futures contracts, and equity securities, to achieve its 2x leveraged exposure.

Composition The ETF primarily holds financial derivatives designed to replicate the performance of the Dow Jones U.S. Financials Index on a leveraged basis. This also includes cash and some equity securities.

Market Position

Market Share: UYG's market share within the leveraged financial ETF segment is moderate; accurate real-time data is unavailable but inferred from AUM relative to peers.

Total Net Assets (AUM): 179468768.42

Competitors

overview logo Key Competitors

  • FAS
  • FINU
  • DPST

Competitive Landscape

The leveraged financial ETF market is competitive. UYG offers a specific leverage factor and tracks a broad financial index, which is an advantage. The ETF needs to monitor leverage ratio with diligence.

Financial Performance

Historical Performance: Historical performance data is influenced by the high leverage factor. Therefore, it is volatile.

Benchmark Comparison: UYG seeks to provide 2x the daily performance of the Dow Jones U.S. Financials Index.

Expense Ratio: 0.95

Liquidity

Average Trading Volume

UYG exhibits moderate liquidity based on its average daily trading volume.

Bid-Ask Spread

The bid-ask spread varies with market conditions but is generally moderate.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and GDP growth, as well as the performance of the financial sector, significantly influence UYG.

Growth Trajectory

Growth is tied to the financial sector's performance. A downturn can lead to decreased value.

Moat and Competitive Advantages

Competitive Edge

UYG's advantage lies in providing a readily available and liquid way to gain leveraged exposure to the U.S. financial sector. Its daily reset feature means that it might not perform as anticipated over longer periods. The financial instruments have a direct influence on the ETF. The 2X exposure makes it useful for specific short-term strategies. It is not a buy and hold type of ETF.

Risk Analysis

Volatility

UYG exhibits very high volatility due to its leveraged nature, potentially leading to substantial gains or losses.

Market Risk

The underlying assets are subject to market risk, including interest rate risk, credit risk, and regulatory risk, all of which are amplified by the leverage.

Investor Profile

Ideal Investor Profile

UYG is suitable for sophisticated investors with a high risk tolerance who understand the complexities of leveraged ETFs and seek short-term exposure to the financial sector.

Market Risk

UYG is designed for active traders, not long-term investors.

Summary

ProShares Ultra Financials (UYG) is a leveraged ETF designed to provide two times the daily performance of the Dow Jones U.S. Financials Index. The financial performance is influenced by the high leverage factor. Its high volatility makes it unsuitable for long-term investors. It provides liquidity and leverages in the U.S. financial sector. The financial assets directly impact the ETF.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ProShares official website
  • SEC filings
  • Financial news sources

Disclaimers:

The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About ProShares Ultra Financials

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

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. Under normal circumstances, the fund will obtain leveraged exposure to at least 80% of its total assets in components of the index or in instruments with similar economic characteristics. The fund is non-diversified.