Baron Financials ETF · NASDAQ (us_market)
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Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities.
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Ron Baronâs BAMCO 13F: top holdings (Tesla, MSCI), major stake changes, and growth strategy insights. Read here for more details.
During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm.
The five ETFs bring Baron Capital's growth investing strategy to the ETF market across technology, financials, SMID-cap and global equities.
NEW YORK, December 15, 2025--Baron Capital, the premier New York-based growth equity investment firm, with a 43-year track record of long-term, fundamental, research-driven investing, today launched five Active ETFs: Baron First Principles ETF (NYSE: RONB), Baron Global Durable Advantage ETF (NYSE: BCGD), Baron SMID Cap ETF (NYSE: BCSM), Baron Financials ETF (NASDAQ: BCFN), and Baron Technology ETF (NASDAQ: BCTK). The new Active ETFs expand Baron Capital’s investment offerings, providing direct