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ProShares Ultra Financials (UYG)



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Upturn Advisory Summary
08/14/2025: UYG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 33.5% | Avg. Invested days 50 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
ProShares Ultra Financials
ETF Overview
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.
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.
Management Expertise
ProShares has a dedicated team with expertise in structuring and managing leveraged and inverse ETFs.
Investment Objective
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

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