Day Return
YTD Return
1-Year Return
3-Year Return
5-Year Return
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
Industry | Market Weight | Day Return | YTD Return |
---|---|---|---|
All Industries | 100% | 0.39% | 5.52% |
Banks - Diversified | 19.66% | -0.00% | 5.01% |
Credit Services | 16.30% | 0.29% | 5.26% |
Asset Management | 13.49% | 0.22% | 3.56% |
Insurance - Diversified | 12.02% | -0.08% | 11.35% |
Banks - Regional | 9.48% | 1.49% | 2.04% |
Capital Markets | 8.00% | 0.96% | 9.42% |
Financial Data & Stock Exchanges | 6.29% | 1.03% | -0.71% |
Insurance - Property & Casualty | 5.94% | -0.07% | 17.05% |
Insurance Brokers | 3.42% | 0.14% | 6.79% |
Insurance - Life | 2.81% | 0.34% | 1.68% |
Insurance - Specialty | 0.96% | -0.15% | 4.26% |
Mortgage Finance | 0.65% | 2.82% | -20.34% |
Insurance - Reinsurance | 0.60% | 1.26% | 13.68% |
Shell Companies | 0.29% | 3.15% | -29.76% |
Financial Conglomerates | 0.10% | -0.14% | 1.13% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
---|---|---|---|---|---|---|---|
400.87 | 448.63 | 10.56% | Buy | ||||
190.51 | 192.40 | 7.79% | Buy | ||||
268.49 | 307.24 | 6.69% | Buy | ||||
443.58 | 511.56 | 5.02% | Buy | ||||
37.25 | 39.81 | 4.53% | Buy | ||||
59.94 | 62.99 | 2.56% | Buy | ||||
230.77 | 211.61 | 2.02% | Buy | ||||
438.18 | 417.33 | 2.01% | Buy | ||||
93.64 | 98.52 | 2.00% | Buy | ||||
61.52 | 62.01 | 1.89% | 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% | ||
98.70 | 10.218B | 0.10% | ||
49.65 | 2.995B | 0.35% | ||
92.48 | 2.623B | 0.40% | ||
98.83 | 2.451B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
49.44 | 10.218B | 0.10% | ||
10.58 | 1.619B | 1.78% | ||
10.87 | 1.619B | 1.78% | ||
10.65 | 1.619B | 1.78% | ||
10.77 | 1.619B | 1.78% | - |
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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice Target