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
1 Year Return
+16.23%
3 Year Return
5 Year Return
10 Year Return
AUM
$311B
AUM Growth
-$67.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,774
New
Increased
Reduced
Closed

Top Sells

1 +$905M
2 +$831M
3 +$687M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$589M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$379M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.35%
3 Financials 7.57%
4 Industrials 6.69%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.85B 3.05%
38,360,579
-3,236,385
2
$8.85B 2.74%
64,766,168
-6,621,274
3
$6.53B 2.02%
17,309,165
+6,017,412
4
$6.22B 1.92%
16,396,044
-781,232
5
$5.81B 1.8%
29,473,614
+1,025,902
6
$5.64B 1.74%
55,428,254
+4,536,340
7
$4.23B 1.31%
50,544,044
-483,626
8
$4.02B 1.25%
7,835,663
-360,803
9
$3.57B 1.11%
20,130,376
-789,340
10
$3.57B 1.11%
21,092,143
-4,058,196
11
$3.06B 0.95%
62,384,933
-5,974,597
12
$2.92B 0.9%
25,906,877
-779,019
13
$2.8B 0.87%
26,333,055
-3,480,925
14
$2.57B 0.8%
39,821,710
+1,062,414
15
$2.48B 0.77%
54,755,230
-1,111,200
16
$2.43B 0.75%
59,470,513
-8,706,821
17
$2.37B 0.73%
21,673,800
-2,617,400
18
$2.3B 0.71%
55,217,630
-1,023,040
19
$2.29B 0.71%
30,556,873
-555,298
20
$2.28B 0.71%
15,848,770
-527,951
21
$2.09B 0.65%
14,417,567
-850,143
22
$2.07B 0.64%
18,955,380
-3,474,420
23
$2.03B 0.63%
47,642,873
-1,333,268
24
$2.03B 0.63%
26,186,701
-3,025,124
25
$2.02B 0.63%
12,124,592
-242,499