FIDELITY FINANCIAL TRUST
About this Fund
Fidelity Financial Trust is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for a diverse range of investors. With a rich history of providing top-notch wealth management services, the company has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to create and preserve wealth. Fidelity Financial Trust offers a broad spectrum of mutual fund products, including equity, debt, hybrid, and money market funds, each carefully designed to cater to the unique needs and risk profiles of its investors. The company's equity funds, for instance, provide exposure to a wide range of sectors and geographies, allowing investors to participate in the growth potential of various markets, while its debt funds offer a stable source of income and relatively lower risk. Additionally, Fidelity Financial Trust's hybrid funds provide a balanced portfolio that combines the benefits of equity and debt investments, making them an attractive option for investors seeking to optimize their returns while managing risk. The company's investment approach is centered around a rigorous research process, which involves a thorough analysis of market trends, economic indicators, and company-specific factors to identify opportunities that can generate long-term value for its investors. Fidelity Financial Trust's experienced team of portfolio managers and analysts work closely together to create and manage portfolios that are tailored to the specific objectives and risk tolerance of each investor, whether they are seeking aggressive growth, income generation, or capital preservation. The company also offers a systematic investment plan (SIP) that enables investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to investing and helping to reduce the impact of market volatility. By leveraging its expertise in asset management and investment research, Fidelity Financial Trust has been able to deliver consistent and competitive returns to its investors, making it a preferred choice for those seeking to achieve their financial goals. Fidelity Financial Trust's investor focus is built around a deep understanding of the needs and aspirations of its clients, who are at the heart of everything the company does. The company's dedicated team of investment professionals and customer service representatives work closely with investors to understand their unique circumstances, risk profiles, and investment objectives, providing personalized advice and support to help them navigate the complexities of the investment landscape. By fostering long-term relationships with its investors and providing them with a comprehensive range of investment solutions, Fidelity Financial Trust has established a reputation for trust, integrity, and excellence in the mutual fund industry. The company's key strengths, including its research-driven investment approach, experienced portfolio management team, and commitment to customer service, have earned it the trust and loyalty of its investors, who appreciate the value that Fidelity Financial Trust brings to their investment portfolios. As a result, the company has become a leading player in the mutual fund industry, with a loyal client base and a reputation for delivering high-quality investment solutions that meet the evolving needs of its investors.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | LAZ LAZARD INC Since 2026-05-10 | 52110M109 | Equity (Common) |
0.43%
|
$35.11 | 693,800 |
| 2 | DOX AMDOCS LIMITED Since 2026-05-10 | N/A | Equity (Common) |
1.25%
|
$103.25 | 1,479,250 |
| 3 | GOOG ALPHABET INC Since 2026-05-10 | 02079K305 | Equity (Common) |
2.66%
|
$219.92 | 705,400 |
| 4 | AIZ ASSURANT INC Since 2026-05-10 | 04621X108 | Equity (Common) |
0.79%
|
$65.04 | 283,300 |
| 5 | BAC BANK OF AMERICA CORPORATION Since 2026-05-10 | 060505104 | Equity (Common) |
1.68%
|
$138.65 | 2,782,500 |
| 6 | CPB THE CAMPBELL'S COMPANY Since 2026-05-10 | 134429109 | Equity (Common) |
0.32%
|
$26.12 | 969,400 |
| 7 | LNG CHENIERE ENERGY INC Since 2026-05-10 | 16411R208 | Equity (Common) |
0.60%
|
$49.57 | 210,300 |
| 8 | CSCO CISCO SYSTEMS INC Since 2026-05-10 | 17275R102 | Equity (Common) |
1.54%
|
$127.00 | 1,598,253 |
| 9 | TPR TAPESTRY INC Since 2026-05-10 | 876030107 | Equity (Common) |
0.28%
|
$22.85 | 147,000 |
| 10 | STZ CONSTELLATION BRANDS INC Since 2026-05-10 | 21036P108 | Equity (Common) |
0.58%
|
$47.56 | 301,300 |
| 11 | CCK CROWN HOLDINGS INC Since 2026-05-10 | 228368106 | Equity (Common) |
0.94%
|
$77.77 | 678,600 |
| 12 | DEO DIAGEO PLC Since 2026-05-10 | N/A | Equity (Common) |
0.56%
|
$46.05 | 2,053,200 |
| 13 | DLB DOLBY LABORATORIES INC Since 2026-05-10 | 25659T107 | Equity (Common) |
0.25%
|
$20.29 | 304,800 |
| 14 | KDP KEURIG DR PEPPER INC Since 2026-05-10 | 49271V100 | Equity (Common) |
1.95%
|
$161.36 | 5,328,800 |
| 15 | EWBC EAST WEST BANCORP INC Since 2026-05-10 | 27579R104 | Equity (Common) |
0.22%
|
$18.31 | 167,300 |
| 16 | EIX EDISON INTERNATIONAL Since 2026-05-10 | 281020107 | Equity (Common) |
0.33%
|
$27.17 | 363,558 |
| 17 | EQIX EQUINIX INC Since 2026-05-10 | 29444U700 | Equity (Common) |
0.47%
|
$38.39 | 39,400 |
| 18 | FIS FIDELITY NATIONAL INFORMATION SERVICES INC Since 2026-05-10 | 31620M106 | Equity (Common) |
0.67%
|
$55.43 | 1,087,800 |
| 19 | FNF FIDELITY NATIONAL FINANCIAL INC Since 2026-05-10 | 31620R303 | Equity (Common) |
0.35%
|
$28.77 | 544,100 |
| 20 | FE FIRSTENERGY CORP Since 2026-05-10 | 337932107 | Equity (Common) |
0.86%
|
$71.00 | 1,387,700 |
| 21 | ACN ACCENTURE PLC Since 2026-05-10 | N/A | Equity (Common) |
0.84%
|
$69.30 | 332,000 |
| 22 | GILD GILEAD SCIENCES INC Since 2026-05-10 | 375558103 | Equity (Common) |
1.93%
|
$159.08 | 1,068,000 |
| 23 | INTU INTUIT INC Since 2026-05-10 | 461202103 | Equity (Common) |
0.36%
|
$29.74 | 72,700 |
| 24 | NRG NRG ENERGY INC Since 2026-05-10 | 629377508 | Equity (Common) |
0.36%
|
$29.51 | 164,900 |
| 25 | OMC OMNICOM GROUP INC Since 2026-05-10 | 681919106 | Equity (Common) |
0.30%
|
$24.91 | 292,100 |
| 26 | PCAR PACCAR INC Since 2026-05-10 | 693718108 | Equity (Common) |
0.44%
|
$36.65 | 290,700 |
| 27 | PAYC PAYCOM SOFTWARE INC Since 2026-05-10 | 70432V102 | Equity (Common) |
0.65%
|
$53.34 | 423,900 |
| 28 | PSA PUBLIC STORAGE Since 2026-05-10 | 74460D109 | Equity (Common) |
0.80%
|
$65.86 | 214,500 |
| 29 | RHI ROBERT HALF INC Since 2026-05-10 | 770323103 | Equity (Common) |
0.13%
|
$10.73 | 439,500 |
| 30 | CRM SALESFORCE INC Since 2026-05-10 | 79466L302 | Equity (Common) |
1.01%
|
$83.49 | 428,600 |
| 31 | SRE SEMPRA Since 2026-05-10 | 816851109 | Equity (Common) |
1.10%
|
$91.03 | 945,600 |
| 32 | SLGN SILGAN HOLDINGS INC Since 2026-05-10 | 827048109 | Equity (Common) |
0.56%
|
$46.07 | 958,700 |
| 33 | GEN GEN DIGITAL INC Since 2026-05-10 | 668771108 | Equity (Common) |
0.63%
|
$51.66 | 2,289,100 |
| 34 | TMUS T-MOBILE US INC Since 2026-05-10 | 872590104 | Equity (Common) |
1.02%
|
$84.27 | 388,200 |
| 35 | UPS UNITED PARCEL SERVICE INC Since 2026-05-10 | 911312106 | Equity (Common) |
1.65%
|
$136.36 | 1,175,900 |
| 36 | MTN VAIL RESORTS INC Since 2026-05-10 | 91879Q109 | Equity (Common) |
0.20%
|
$16.43 | 121,000 |
| 37 | VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 | 92343V104 | Equity (Common) |
1.39%
|
$114.94 | 2,292,390 |
| 38 | WSO-B WATSCO INC Since 2026-05-10 | 942622200 | Equity (Common) |
0.61%
|
$50.04 | 119,900 |
| 39 | EVRG EVERGY INC Since 2026-05-10 | 30034W106 | Equity (Common) |
0.67%
|
$54.96 | 656,900 |
| 40 | AMCR AMCOR PLC Since 2026-05-10 | N/A | Equity (Common) |
0.70%
|
$57.40 | 1,185,285 |
| 41 | CTVA CORTEVA INC Since 2026-05-10 | 22052L104 | Equity (Common) |
0.69%
|
$56.79 | 708,800 |
| 42 | REYN REYNOLDS CONSUMER PRODUCTS INC Since 2026-05-10 | 76171L106 | Equity (Common) |
0.66%
|
$54.47 | 2,195,500 |
| 43 | RPRX ROYALTY PHARMA PLC Since 2026-05-10 | N/A | Equity (Common) |
0.86%
|
$70.60 | 1,527,900 |
| 44 | OWL BLUE OWL CAPITAL INC Since 2026-05-10 | 09581B103 | Equity (Common) |
0.12%
|
$10.28 | 974,400 |
| 45 | STX SEAGATE TECHNOLOGY HOLDINGS PLC Since 2026-05-10 | N/A | Equity (Common) |
0.42%
|
$34.87 | 85,500 |
| 46 | KVUE KENVUE INC Since 2026-05-10 | 49177J102 | Equity (Common) |
0.52%
|
$42.89 | 2,243,140 |
| 47 | SW SMURFIT WESTROCK PLC Since 2026-05-10 | N/A | Equity (Common) |
0.35%
|
$29.25 | 622,200 |
| 48 | PNFP PINNACLE FINANCIAL PARTNERS INC Since 2026-05-10 | 72348N109 | Equity (Common) |
0.31%
|
$25.99 | 286,400 |