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Global ETF Survey 2026

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Global ETF Survey 2026
›ETF Issuers›BMO›ZUP
ZUP

BMO US Preferred Share Index ETF

Passive ETFEquity

The ZUP Exchange Traded Fund (ETF) is provided by BMO. It is built to track an index: Solactive US Preferred Share Select Index. This share class generates a stream of income by distributing dividends.

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$19.59
-$0.03 (-0.15%) yesterday
1:30 PM 07/29/26 Closed
1D price range
$19.59$19.60
52W price range
$19.19$20.76
YTD Perf.
+2.90%
YTD Flows
Annualized volatility
Fund AuM
€51M
Share class AuM
€28M
TTM Yield
Tracking Error
Tracking Difference
Characteristics
ISIN
CA05591C1077
TER
0.5%
Inception date
2/9/2017
Issuer
BMO
Benchmark
Solactive US Preferred Share Select Index
Replication method
Dividend policy
Distributing
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No content available for this fund

API
PerformanceDec 31, 2025 - Jul 28, 2026
-1%0%1%2%3%4%5%JANMARMAYJUL
Flows
Join for free to unlock
Sector exposures
Data as of 06/30/26
Finance
69.49%
Insurance and reinsurance
6.18%
Financial markets
4.59%
Non-Corporate
2.49%
Utilities
2.38%
Communication services
2.28%
Motor vehicle production
2.11%
Banks
2.04%
Power
1.85%
Other
6.58%
Latest ZUP news

No content available for this fund

FAQ about ZUP

ZUP is a Passive ETF. This ETF provides exposure to Other US Equities.
ZUP tracks the Solactive US Preferred Share Select Net Total Return Index - CAD, through a replication method.
ZUP carries a total expense ratio (TER) of 0.5%, indicating the annual cost for holding the fund.
ZUP was introduced to the market on February 9, 2017. It trades on Canada
BMO US Preferred Share Index ETF, ZUP, is provided by BMO. Learn more about BMO here.
ZUP oversees €28M in assets as of July 28, 2026.
ZUP follows a distributing dividend policy, meaning it pays out income to investors. As of July 28, 2026, its 12-month trailing yield was 6.15%.
As of June 30, 2026, ZUP has significant geographic allocations in USA and Bermuda.
As of June 30, 2026, ZUP focuses largely on Finance, Insurance and reinsurance and Financial markets.
As of June 30, 2026, ZUP holds 156 positions in its portfolio, with 12.32% of assets concentrated in its top 15 holdings.
As of June 30, 2026, ZUP top three holdings include Hudson Pacific Properties, Inc., KKR Real Estate Finance Trust, Inc. and Brookfield Property Partners LP.
The base currency of ZUP is CAD.
Top 10 holdings
Data as of 06/30/26
Hudson Pacific Properties, Inc.
0.89%
KKR Real Estate Finance Trust, Inc.
0.88%
Brookfield Property Partners LP
0.84%
Arbor Realty Trust, Inc.
0.84%
F&G Annuities & Life, 7.3% 15jan2065, USD
0.84%
Atlanticus Holdings, 9.25% 31jan2029, USD
0.83%
Citigroup, 7.875% 30oct2040, USD
0.82%
Qwest Corporation, 6.75% 15jun2057, USD
0.81%
Vornado Realty Trust
0.81%
Pitney Bowes, 6.7% 7mar2043, USD
0.80%

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