Warren Buffett Bets On Banks: How Much Has Oracle Of Omaha Made From Financial Stocks Since Q2?

Core Insights - Warren Buffett's investment strategy has led Berkshire Hathaway to outperform the S&P 500 Index multiple times in recent years, particularly through investments in financials [1] - The financial sector has significantly contributed to Berkshire Hathaway's gains since the end of the second quarter, with a total increase of $8.59 billion, representing a 10.3% rise [3] Group 1: Investment Portfolio - American Express is the second-largest holding in Berkshire Hathaway's portfolio, accounting for approximately 17.3% [2] - Bank of America ranks third, making up around 10.1% of the portfolio [2] Group 2: Financial Stock Performance - The five financial stocks in Berkshire Hathaway's portfolio have collectively gained $8.59 billion since the end of the second quarter, outperforming the SPDR S&P 500 ETF Trust, which increased by 9.6% during the same period [3] - Individual stock performance includes: - American Express: +$5.66 billion, +11.7% [6] - Bank of America: +$2.88 billion, +10.1% [6] - Capital One: +$71.43 million, +4.7% [6] - Mastercard: +$50.63 million, +2.3% [6] - Visa: -$66.38 million, -2.3% [6] Group 3: Overall Performance Comparison - In 2025, the SPDR S&P 500 ETF Trust achieved a return of 15.8%, while Berkshire Hathaway shares increased by 8.7% [4] - Apple Inc, the largest position in Berkshire Hathaway's portfolio, has seen a year-to-date increase of 6.9% but had been down for several months [5] - Berkshire Hathaway has outperformed the S&P 500 in 11 of the last 20 years, including three of the last four years [5]