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Amundi S&P 500 Financials UCITS ETF Acc

Amundi · IE000MNNJDT4

Amundi S&P 500 Financials UCITS ETF Acc is an exchange-traded fund (ETF) from Amundi, traded under the ticker ASPF (ISIN IE000MNNJDT4). In a single purchase you get a diversified basket of holdings rather than a stake in just one business. At its core it is a focused, thematic fund: it concentrates on the financials part of the market, so it…

· Tracks the S&P 500 Capped 35/20 Financials Index NTR index ?
Equity ?Accumulating ?Physical ?Ireland ?
Low yearly feeReinvests dividendsOwns the shares directlyUnited StatesConcentrated in a few names
Fund size (AUM) ?
€3.1M
Risk level (SRI) ?
5 / 7 · High
Yearly fee (TER) ?
0.12%
All-in cost ≈ 0.12%

About this fund

What you own

The S&P 500 Capped 35/20 Financials Index NTR index is the benchmark this fund aims to copy. By holding it, this fund gives you a stake in around 76 companies across United States in a single purchase.

Dividends

The fund automatically reinvests dividends back into itself, so your holding grows without cash payouts.

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Rolling the dividends straight back in means your money compounds automatically, with nothing for you to reinvest by hand. The flip side is there is no cash income; the growth simply shows up as a higher fund value. Note that reinvested dividends can still be taxable in some countries even though you never receive the cash — the rules depend on where you live.

How it works

The fund actually buys every share in the index it tracks (full replication).

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Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.12%Yearly fee (TER)
0.12%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

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For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Index tracked ?
S&P 500 Capped 35/20 Financials Index NTR
Replication ?
Physical
Full — buys every share
Regulation ?
UCITS
Yes
Launched
Apr 2026

Performance

98.8103107111116202620262026

Growth of $100 invested — the line starts at $100.

Amundi S&P 500 Financials UCITS ETF Acc

End-of-day prices, rebased to a common start so the shapes are comparable. Past performance does not predict future results.

How bumpy has it been?

28.7%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-15.5%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.

The bigger picture

-3.6%
Since inception
Total growth since the fund launched.
-15.5%
Worst fall on record ?
It has not fully recovered yet.

What's inside

The 10 biggest holdings make up 56.5% of the fund — the rest is spread across roughly 66 more companies.

Top 10 holdings

#CompanyWeight
1JPMORGAN CHASE & CO11.8%
2BERKSHIRE HATHAWAY INC-CL B11.3%
3VISA INC-CLASS A SHARES7.5%
4MASTERCARD INC-CL A5.7%
5BANK OF AMERICA CORP5.1%
6GOLDMAN SACHS GROUP INC3.7%
7WELLS FARGO CO3.2%
8MORGAN STANLEY3.2%
9CITIGROUP INC2.8%
10SCHWAB (CHARLES) CORP2.2%

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
FrankfurtASPFEUR★ Primary
USD listings
E1ASPFEURUSD
EOASPFEURUSD
EUASPFEURUSD
GDASPFUSD
GFASPFUSD
GMASPFUSD
GSASPFUSD
GTASPFUSD
GZASPFUSD
LAASPFUSD
London Stock ExchangeASPFUSD
QTASPFUSD
THASPFUSD
X1ASPFEURUSD
X2ASPFEURUSD
XAASPFEURUSD
XFASPFEURUSD
XGASPFEURUSD
XHASPFEURUSD
XJASPFEURUSD
XLASPFEURUSD
XOASPFEURUSD
XQASPFEURUSD
XTASPFEURUSD
XUASPFEURUSD
XVASPFEURUSD
XWASPFEURUSD
XXASPFEURUSD
XYASPFEURUSD
XZASPFEURUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

Full holdings

As of 2026-08-21 · the fund's own published holdings.

#CompanyWeight
1JPMORGAN CHASE & CO11.8%
2BERKSHIRE HATHAWAY INC-CL B11.3%
3VISA INC-CLASS A SHARES7.5%
4MASTERCARD INC-CL A5.7%
5BANK OF AMERICA CORP5.1%
6GOLDMAN SACHS GROUP INC3.7%
7WELLS FARGO CO3.2%
8MORGAN STANLEY3.2%
9CITIGROUP INC2.8%
10SCHWAB (CHARLES) CORP2.2%
11AMERICAN EXPRESS2.2%
12BLACKROCK INC2.1%
13CAPITAL ONE FINL COM US 0.011.7%
14S&P GLOBAL INC1.6%
15PROGRESSIVE CORP1.6%
16CHUBB LTD1.5%
17BANK OF NEW YORK MELLON CORP1.4%
18BLACKSTONE INC1.3%
19PNC FINANCIAL SERVICES GROUP1.2%
20US BANCORP1.2%
21CME GROUP INC1.2%
22MARSH & MCLENNAN COS1.1%
23INTERCONTINENTAL EXCHANGE INC1.1%
24TRAVELERS COMPANIES INC0.9%
25KKR & CO INC0.9%
26ROBINHOOD MARKETS INC - A0.9%
27MOODY S CORP0.9%
28AON PLC-CLASS A0.9%
29ALLSTATE CORP COM STK US 0.010.8%
30ARTHUR J GALLAGHER & CO0.8%
31TRUIST FINANCIAL CORP0.8%
32APOLLO GLOBAL MANAGEMENT INC0.8%
33PAYPAL HOLDINGS INC0.7%
34AFLAC INC0.7%
35METLIFE INC0.6%
36STATE STREET CORP0.6%
37AMERIPRISE FINANCIAL0.6%
38FIFTH THIRD BANCORP0.6%
39BLOCK INC0.5%
40NASDAQ INC0.5%
41PRUDENTIAL FINANCIAL INC0.5%
42MSCI INC0.5%
43INTERACTIVE BROKERS GRO-CL A0.5%
44AMERICAN INTERNATIONAL GROUP0.5%
45HARTFORD INSURANCE GROUP INC0.5%
46M & T BANK CORP0.4%
47COINBASE GLOBAL INC -CLASS A0.4%
48HUNTINGTON BANCSHARES INC0.4%
49NORTHERN TRUST CORP0.4%
50ARCH CAPITAL GROUP LTD0.4%
51WILLIS TOWERS WATSON PLC0.4%
52RAYMOND JAMES FINANCIAL0.4%
53CITIZENS FINANCIAL GROUP INC0.4%
54ARES MANAGEMENT CORP - A0.4%
55CBOE GLOBAL MARKETS INC0.4%
56FISERV INC0.3%
57SYNCHRONY FINANCIAL0.3%
58CORPAY INC0.3%
59CINCINNATI FINANCIAL CORP0.3%
60REGIONS FINANCIAL CORP0.3%
61T ROWE PRICE GROUP INC0.3%
62PRINCIPAL FINANCIAL GROUP0.3%
63GLOBAL PAYMENTS INC0.3%
64FIDELITY NATIONAL INFORMATION0.3%
65BROWN & BROWN INC0.3%
66WR BERKLEY CORP0.3%
67KEYCORP0.3%
68LOEWS CORP0.2%
69EVEREST GROUP LTD0.2%
70INVESCO LTD0.2%
71GLOBE LIFE INC0.2%
72ASSURANT INC0.2%
73JACK HENRY & ASSOCIATES INC0.1%
74FACTSET RESEARCH SYS0.1%
75FRANKLIN TEMPLETON INC0.1%
76ERIE INDEMNITY COMPANY-CL A0.1%

⭳ Download full holdings (CSV)

How it ranks vs peers

🪙 Cheaper than 68% of similar ETFs💰 All-in cost cheaper than 71%

Versus the Equity (stocks) · United States · EUR ETFs we track.

Advanced risk

26.5%
Downside deviation ?
67%
Up months (hit rate) ?
$4.98
52-week high ?
$4.21
52-week low ?

Concentration depth

~21 ?
Effective number of holdings

Roughly 76 companies are held, but the largest names carry most of the weight — so it behaves like ~21 equal-sized positions.

Tilt vs a world tracker

Financials+83.7
Technology-29.2
United States+27.9
Industrials-11.6
Health Care-9.3
Consumer Discretionary-9.0

Percentage points over / under a broad world-equity tracker (not a licensed benchmark).

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

Matched on🌍 United States stocks
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Why it's similarThis is the fund on this page.
StocksPhysicalCheaper fee
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StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksAccumulatingPhysicalCheaper fee
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StocksPhysicalCheaper fee
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Index trackedS&P 500 Capped 35/20 Financials Index NTRS&P 500 IndexS&P 500S&P 500S&P 500 IndexS&P 500
Yearly fee (TER)0.12%0.09%0.10%0.10%0.02%0.07%0.06%
All-in cost0.12%0.00%0.10%0.00%0.00%0.07%0.00%
Fund size€3.1M€703.2B€176.2B€154.3B€145.9B€134B€86.4B
DomicileIrelandUnited StatesIrelandIrelandUnited StatesIrelandUnited States
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+20.2%+17.5%+20.2%+19.4%+10.2%
5-yr return p.a.+11.2%+10.2%+11.2%+12.8%+5.5%
# holdings76504511511508511103

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Data as of 2026-08-21 · Source: issuer data, compiled by Finance Hamster

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