ProShares - Large Cap Core Plus
CSM
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 7501 Wisconsin Avenue, Suite 1000E Bethesda MD United States of America 20814
- IPO Date
- Jul 14, 2009
- CIK
- 0001174610
- Website
- proshares.com
- Similar Companies
- Business
- ProShares Large Cap Core Plus (CSM) is an exchange-traded fund that seeks investment results, before fees and expenses, corresponding to the performance of the UBS 130/30 Large Cap Index. The fund employs a 130/30 investment strategy by taking long positions totaling 130% exposure in large-cap U.S. companies expected to outperform and short positions totaling 30% exposure in those expected to underperform, based on a multi-factor model applied to the 500 leading large-cap U.S. stocks; it achieves this through equity securities, swap agreements with counterparties including UBS AG, Societe Generale, and Goldman Sachs International, and other financial instruments. Launched on July 13, 2009, with an expense ratio of 0.45%, quarterly distributions, and options availability, CSM trades on Cboe BZX under ticker CSM (intraday CSM.IV; CUSIP 74347R248). The ETF targets institutional and retail investors seeking smart beta exposure to enhance returns relative to the S&P 500 through disciplined factor-based selection in the large-cap equity segment; its portfolio as of December 2025 features top long holdings such as NVIDIA Corp (4.92%), Apple Inc (4.58%), and Microsoft Corp (3.96%), spanning sectors including information technology (over 27% long weight), health care, financials, and industrials. ProShares, the fund sponsor headquartered at 7501 Wisconsin Avenue, Suite 1000E, Bethesda, MD 20814, operates CSM as part of its broad lineup of over 140 alternative ETFs focused on strategies like geared exposure, dividend growth, and volatility management, primarily in the U.S. market with global reach through listings and investor access. In recent developments, ProShares has expanded its ETF offerings with launches including the ProShares S&P 500 Dynamic Buffer ETF (FB) and ProShares Russell 2000 Dynamic Buffer ETF (RB) listed on Cboe in June 2025, alongside ETFs targeting 2x daily returns of Coinbase, Nvidia, Palantir, and Tesla; the firm also introduced the ProShares Russell 2000 High Income ETF (ITWO) in September 2024. CSM itself maintains its longstanding strategy with no reported fund-specific acquisitions, liquidations, or reorganizations in 2024-2025, continuing to rank among the longest-running smart beta multi-factor U.S. large-cap funds and demonstrating consistent outperformance of the S&P 500 on trailing bases since index inception in 2008. The fund's assets under management stood at approximately $470 million as of late 2025, with ongoing portfolio rebalancing to reflect the index's quarterly methodology.