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% | 7.08% | |
Banks - Diversified | 19.61% | 6.31% | |
Credit Services | 16.39% | 7.44% | |
Asset Management | 13.54% | 5.49% | |
Insurance - Diversified | 11.99% | 12.71% | |
Banks - Regional | 9.41% | 2.77% | |
Capital Markets | 7.96% | 10.57% | |
Financial Data & Stock Exchanges | 6.26% | 0.20% | |
Insurance - Property & Casualty | 5.93% | 18.72% | |
Insurance Brokers | 3.45% | 9.34% | |
Insurance - Life | 2.83% | 3.81% | |
Insurance - Specialty | 0.97% | 6.91% | |
Mortgage Finance | 0.66% | -16.90% | |
Insurance - Reinsurance | 0.60% | 16.37% | |
Shell Companies | 0.28% | -29.81% | |
Financial Conglomerates | 0.11% | 4.99% |
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 |
---|---|---|---|---|---|---|---|
406.14 | 455.47 | 10.53% | Buy | ||||
191.75 | 191.74 | 7.74% | Buy | ||||
276.46 | 285.86 | 6.80% | Buy | ||||
453.06 | 510.43 | 5.06% | Buy | ||||
37.84 | 37.00 | 4.54% | Buy | ||||
60.26 | 63.12 | 2.52% | Buy | ||||
234.66 | 211.98 | 2.03% | Buy | ||||
95.79 | 98.52 | 2.01% | Buy | ||||
443.80 | 418.30 | 2.01% | Buy | ||||
62.00 | 66.75 | 1.87% | 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 |
---|---|---|---|---|
41.21 | 37.659B | 0.09% | ||
100.09 | 9.692B | 0.10% | ||
93.74 | 2.531B | 0.40% | ||
49.88 | 2.461B | 0.35% | ||
103.26 | 2.099B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
50.18 | 9.692B | 0.10% | ||
10.58 | 1.619B | 1.78% | ||
10.77 | 1.619B | 1.78% | - | |
10.79 | 1.619B | 1.78% | ||
10.88 | 1.557B | 1.78% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: Itaú Unibanco Holding S.A.
Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 33% and 44%% of the bank’s total loans, respectively, while foreign loans account for 23% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.
RatingPrice TargetAnalyst Report: MarketAxess Holdings Inc.
Founded in 2000, MarketAxess is a leading electronic fixed-income trading platform that connects broker/dealers and institutional investors. The company is primarily focused on credit based fixed income securities with its main trading products being U.S. investment-grade and high-yield bonds, Eurobonds, and Emerging Market corporate debt. Recently the company has expanded more aggressively into Treasuries and municipal bonds with the acquisitions of LiquidityEdge and MuniBrokers in 2019 and 2021, respectively. The company also provides pre- and post-trade services with its acquisition of Regulatory Reporting Hub from Deutsche Börse Group in 2020 adding to its product offerings.
RatingPrice TargetAnalyst Report: Intesa Sanpaolo S.p.A.
Intesa Sanpaolo is an Italian banking group resulting from the merger of Banca Intesa and Sanpaolo IMI in 2007. The Italian segment still accounts for by far the most of its earnings. Still, Intesa also has a growing international presence, focusing on some smaller countries in Central and Eastern Europe. Intesa has an enviable market position in the Italian savings market that it services through its private banking, asset management and life insurance operations, which accounts for around 25% of its revenue. While Intesa does have a sizable corporate banking business, it has limited exposure to securities trading and underwriting.
RatingPrice TargetAnalyst Report: S&P Global Inc.
S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P’s other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.
RatingPrice Target