Financial Services
Companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.
Market Cap
8.444T
Market Weight
14.51%
Industries
15
Companies
1425
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.40%
S&P 500
1.26%

YTD Return

Sector
5.53%
S&P 500
7.50%

1-Year Return

Sector
27.63%
S&P 500
24.47%

3-Year Return

Sector
7.11%
S&P 500
22.64%

5-Year Return

Sector
44.85%
S&P 500
74.86%

Note: Sector performance is calculated based on the previous closing price of all sector constituents

Industries in This Sector

Select an Industry for a Visual Breakdown

IndustryMarket WeightDay ReturnYTD Return
All Industries 100% 0.40% 5.53%
Banks - Diversified 19.66% 0.02% 5.02%
Credit Services 16.29% 0.29% 5.27%
Asset Management 13.49% 0.23% 3.57%
Insurance - Diversified 12.02% -0.07% 11.36%
Banks - Regional 9.48% 1.50% 2.04%
Capital Markets 8.00% 0.97% 9.43%
Financial Data & Stock Exchanges 6.29% 1.04% -0.70%
Insurance - Property & Casualty 5.94% -0.07% 17.04%
Insurance Brokers 3.42% 0.15% 6.80%
Insurance - Life 2.81% 0.35% 1.69%
Insurance - Specialty 0.96% -0.15% 4.26%
Mortgage Finance 0.65% 2.87% -20.30%
Insurance - Reinsurance 0.60% 1.28% 13.70%
Shell Companies 0.29% 3.15% -29.77%
Financial Conglomerates 0.10% -0.15% 1.12%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Largest Companies in This Sector

Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
400.87 481.00 10.57% 867.591B +0.07% +12.40%
Buy
190.51 206.28 7.80% 640.196B -0.60% +12.00%
Buy
268.49 307.24 6.69% 549.357B +0.33% +3.13%
Buy
443.58 511.56 5.02% 412.359B +0.56% +4.00%
Buy
37.25 39.81 4.53% 372.062B +1.00% +10.63%
Buy
59.94 62.99 2.56% 209.891B +0.18% +21.78%
Buy
230.77 226.88 2.02% 165.994B -0.74% +23.18%
Buy
438.18 444.58 2.02% 165.437B +1.30% +13.59%
Buy
93.64 98.52 2.00% 163.87B +1.07% +0.42%
Buy
61.52 66.48 1.89% 154.821B +0.84% +19.60%
Buy

Investing in the Financial Services Sector

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

ETF Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
40.55 38.438B 0.09% +7.85%
98.70 10.218B 0.10% +6.98%
49.65 2.995B 0.35% -5.30%
92.48 2.623B 0.40% +8.28%
98.83 2.451B 0.94% +19.58%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.44 10.218B 0.10% +6.97%
10.87 1.85B 1.91% +2.26%
10.65 1.85B 1.91% +2.21%
38.98 1.415B 0.94% +10.27%
38.88 1.307B 0.94% +10.33%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Morningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover

    In this edition, Zalando poised as a winner; growth looms for Scotts Miracle Gro; how does Buffett defend Berkshire's cash hoard now; and Bio-Rad, Genmab A/S, and Topsports International.

     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Banco de Chile

    Operating under three separate brand names (Banco de Chile, Banco Edwards-Citi, and Banco CrediChile) Banco de Chile is the second largest in the country by loans and third largest by deposits. Banco de Chile generates most of its net interest income (roughly 60% of total revenue) from its mortgage, unsecured consumer credit lines, and commercial loans, with 25% of its outstanding loans being made to firms with more than 10,000 million CLP in revenue. Outside of its banking business, Banco de Chile is the largest asset manager in the country and one of the largest security brokerages, supporting its substantial fee-based revenue.

    Rating
    Price Target
     

From the Community

Financial Services News