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 | YTD Return | |
|---|---|---|---|
| All Industries | 100.00% | 6.59% | |
| Banks - Diversified | 20.04% | 6.43% | |
| Credit Services | 16.38% | 8.37% | |
| Asset Management | 13.84% | 1.85% | |
| Insurance - Diversified | 11.77% | 10.89% | |
| Banks - Regional | 8.88% | 0.52% | |
| Capital Markets | 8.48% | 10.67% | |
| Financial Data & Stock Exchanges | 6.44% | 6.87% | |
| Insurance - Property & Casualty | 6.12% | 11.00% | |
| Insurance Brokers | 3.54% | 9.00% | |
| Insurance - Life | 2.50% | -1.13% | |
| Insurance - Specialty | 0.78% | 1.51% | |
| Mortgage Finance | 0.49% | 0.09% | |
| Insurance - Reinsurance | 0.43% | -4.42% | |
| Financial Conglomerates | 0.19% | 174.02% | |
| Shell Companies | 0.11% | 53.13% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| | 525.00 | 10.68% | | | | Buy | |
| | 260.23 | 8.67% | | | | Buy | |
| | 375.97 | 6.81% | | | | Buy | |
| | 615.72 | 5.16% | | | | Buy | |
| | 48.89 | 4.30% | | | | Strong Buy | |
| | 78.30 | 2.44% | | | | Buy | |
| | 585.58 | 2.25% | | | | Buy | |
| | 124.13 | 2.23% | | | | Hold | |
| | 291.17 | 2.03% | | | | Buy | |
| | 83.95 | 1.84% | | | | Buy |
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| | 49.793B | 0.08% | | |
| | 12.404B | 0.09% | | |
| | 3.521B | 0.35% | | |
| | 3.323B | 0.39% | | |
| | 3.084B | 0.35% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| | 12.404B | 0.09% | | |
| | 1.805B | 0.93% | | |
| | 1.805B | 0.93% | | |
| | 1.502B | 0.29% | | |
| | 1.5B | 2.81% | |
Financial Services Research
View MoreDiscover 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, the US-China truce could be the real deal or a mirage; China home prices should stabilize in 2025; Coinbase breach damage should be manageable; and Novo Nordisk, Atlas Copco Class A, and UnitedHealth Group. .
Analyst Report: W. R. Berkley Corporation
W.R. Berkley is an insurance holding company with a host of subsidiaries that primarily underwrite commercial casualty insurance. The firm specializes in niche products that include various excess and surplus lines, workers' compensation insurance, self-insurance consulting, reinsurance, and regional commercial lines for small and midsize businesses.
RatingPrice TargetAnalyst Report: The Allstate Corporation
Allstate is one of the largest US property-casualty insurers in the US. Personal auto represents the largest percentage of revenue, but the company offers homeowners insurance and other insurance products. Allstate products are sold in North America primarily by about 6,000 exclusive agents.
RatingPrice TargetAnalyst Report: Mitsubishi UFJ Financial Group, Inc.
Mitsubishi UFJ Financial Group is the largest bank in Japan in terms of market capitalization and assets, with an 8.0% share of all domestic loans as of March 2024. It is the largest non-Chinese bank group globally and has a balance sheet slightly larger than those of JPMorgan Chase and HSBC Holdings. MUFG’s operations in Japan account for around half of profit, banking in Thailand and Indonesia for around 15%, and equity-method earnings from Morgan Stanley most of the rest.
RatingPrice Target