Basic Fintech Index


Index Performance




This is a market cap weighted index of the fintech companies which are listed on a public exchange and thematic could add them from a list of the 250 most valuable fintech companies from CBInsights.com

  • TickerBASICAAA
  • Inception Date09/19/2022
  • WeightingMarket Cap
  • # of holdings23
What's inside?


All holdings as of December 1, 2023
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Visa, Inc. (V)32.35%$402.457B10.56%77.44%14.54x
Mastercard, Inc. (MA)30.27%$380.261B13.79%96.78%15.64x
Intuit, Inc. (INTU)12.83%$160.062B14.67%70.45%9.78x
Fiserv, Inc. (FI)6.29%$78.294B7.86%61.21%4.88x
PayPal Holdings, Inc. (PYPL)5.14%$62.446B10.78%38.97%2.21x
Block, Inc. (SQ)2.85%$35.921B24.40%32.78%1.19x
Nu Holdings Ltd. (NU)2.39%$29.579B86.30%67.45%5.49x
Coinbase Global, Inc. (COIN)2.02%$26.925B14.20%81.36%5.58x
UiPath, Inc. (PATH)0.96%$11.931B24.05%85.10%5.82x
Grab Holdings Ltd. (Singapore) (GRAB)0.89%$11.766B60.99%39.02%4.46x
Affirm Holdings, Inc. (AFRM)0.68%$9.247B37.31%84.76%6.12x
SoFi Technologies, Inc. (SOFI)0.58%$7.660B62.98%63.45%4.06x
Bill Holdings, Inc. (BILL)0.58%$7.390B32.65%76.98%9.50x
Robinhood Markets, Inc. (HOOD)0.57%$7.770B27.79%89.77%3.82x
StoneCo Ltd. (STNE)0.37%$4.558B29.61%36.71%3.30x
Remitly Global, Inc. (RELY)0.29%$3.740B42.76%54.13%5.05x
Flywire Corp. (FLYW)0.23%$2.741B29.50%61.94%8.19x
Upstart Holdings, Inc. (UPST)0.22%$2.810B-14.42%96.33%5.88x
AvidXchange Holdings, Inc. (AVDX)0.17%$2.180B19.74%59.65%4.49x
Oscar Health, Inc. (OSCR)0.12%$1.553B47.17%N/A0.28x
Enova International, Inc. (ENVA)0.10%$1.291B20.86%N/A1.93x
Lemonade, Inc. (LMND)0.10%$1.224B71.28%N/A2.54x
Dave, Inc. (DAVE)0.01%$66.700M15.85%54.19%0.35x
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