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
8.569T
Market Weight
14.54%
Industries
15
Companies
1419
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.28%
S&P 500
0.13%

YTD Return

Sector
7.08%
S&P 500
8.76%

1-Year Return

Sector
26.11%
S&P 500
25.42%

3-Year Return

Sector
6.60%
S&P 500
23.47%

5-Year Return

Sector
50.49%
S&P 500
80.16%

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 WeightYTD 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

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% 876.109B +0.30% +13.87%
Buy
191.75 191.74 7.74% 644.362B -0.13% +12.73%
Buy
276.46 285.86 6.80% 565.665B +1.39% +6.19%
Buy
453.06 510.43 5.06% 421.171B +0.82% +6.22%
Buy
37.84 37.00 4.54% 377.955B +0.40% +12.38%
Buy
60.26 63.12 2.52% 210.086B +0.12% +22.43%
Buy
234.66 211.98 2.03% 168.792B +0.14% +25.26%
Buy
95.79 98.52 2.01% 167.633B +1.05% +2.72%
Buy
443.80 418.30 2.01% 167.559B +0.03% +15.04%
Buy
62.00 66.75 1.87% 156.029B -1.29% +20.53%
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% +9.60%
100.09 9.692B 0.10% +8.49%
93.74 2.531B 0.40% +9.75%
49.88 2.461B 0.35% -4.86%
103.26 2.099B 0.94% +24.94%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.18 9.692B 0.10% +8.57%
10.58 1.619B 1.78% +1.54%
10.77 1.619B 1.78% -
10.79 1.619B 1.78% +1.51%
10.88 1.557B 1.78% +2.35%

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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     

From the Community

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