Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Return 16.23%
 

Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.

This Quarter Return
-4.7%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$291B
AUM Growth
-$20.6B
Cap. Flow
-$3.79B
Cap. Flow %
-1.3%
Top 10 Hldgs %
19.2%
Holding
7,711
New
146
Increased
2,518
Reduced
3,630
Closed
250
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UCO icon
6526
ProShares Ultra Bloomberg Crude Oil
UCO
$348M
-8
Closed
UDIV icon
6527
Franklin US Core Dividend Tilt Index ETF
UDIV
$69.7M
0
UDOW icon
6528
ProShares UltraPro Dow 30
UDOW
$742M
-563
Closed -$28K
UFO icon
6529
Procure Space ETF
UFO
$115M
$0 ﹤0.01%
1
-1
-50%
UGE icon
6530
ProShares Ultra Consumer Staples
UGE
$7.79M
$0 ﹤0.01%
1
UGRO icon
6531
urban-gro
UGRO
$8M
$0 ﹤0.01%
51
+5
+11%
UITB icon
6532
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
$0 ﹤0.01%
1
UIVM icon
6533
VictoryShares International Value Momentum ETF
UIVM
$272M
$0 ﹤0.01%
1
ULBI icon
6534
Ultralife
ULBI
$116M
$0 ﹤0.01%
69
+2
+3%
ULST icon
6535
SPDR SSGA Ultra Short Term Bond ETF
ULST
$630M
0
ULVM icon
6536
VictoryShares US Value Momentum ETF
ULVM
$175M
$0 ﹤0.01%
1
UNCY icon
6537
Unicycive Therapeutics
UNCY
$72.2M
$0 ﹤0.01%
5
+1
+25%
UOCT icon
6538
Innovator US Equity Ultra Buffer ETF October
UOCT
$141M
$0 ﹤0.01%
1
UONEK icon
6539
Urban One Class D
UONEK
$35.3M
$0 ﹤0.01%
57
-145
-72%
UPRO icon
6540
ProShares UltraPro S&P 500
UPRO
$4.73B
0
UPW icon
6541
ProShares Ultra Utilities
UPW
$13.4M
$0 ﹤0.01%
1
UPXI icon
6542
Upexi
UPXI
$334M
$0 ﹤0.01%
3
+2
+200%
URE icon
6543
ProShares Ultra Real Estate
URE
$61.4M
$0 ﹤0.01%
1
USAI icon
6544
Pacer American Energy Independence ETF
USAI
$90M
$0 ﹤0.01%
1
USAU icon
6545
US Gold Corp
USAU
$213M
$0 ﹤0.01%
56
+6
+12%
USCB icon
6546
USCB Financial Holdings
USCB
$350M
$0 ﹤0.01%
28
-71
-72%
USD icon
6547
ProShares Ultra Semiconductors
USD
$1.49B
$0 ﹤0.01%
2
USEG icon
6548
US Energy Corp
USEG
$38.4M
$0 ﹤0.01%
31
-36
-54%
USIO icon
6549
Usio Inc
USIO
$41.3M
$0 ﹤0.01%
119
-2
-2%
USPX icon
6550
Franklin US Equity Index ETF
USPX
$1.4B
$0 ﹤0.01%
+1
New