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% | 7.69% | |
| Banks - Diversified | 20.17% | 9.94% | |
| Credit Services | 16.02% | 5.60% | |
| Asset Management | 13.57% | 6.35% | |
| Insurance - Diversified | 12.06% | 13.98% | |
| Banks - Regional | 9.17% | 0.76% | |
| Capital Markets | 7.99% | 11.51% | |
| Financial Data & Stock Exchanges | 6.19% | -0.32% | |
| Insurance - Property & Casualty | 5.95% | 19.74% | |
| Insurance Brokers | 3.44% | 9.72% | |
| Insurance - Life | 2.83% | 4.70% | |
| Insurance - Specialty | 0.96% | 6.77% | |
| Mortgage Finance | 0.66% | -17.35% | |
| Insurance - Reinsurance | 0.62% | 21.54% | |
| Shell Companies | 0.26% | -35.23% | |
| Financial Conglomerates | 0.10% | 2.84% | |
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 |
|---|---|---|---|---|---|---|---|
| 414.40 | 453.63 | 10.64% | Buy | ||||
| 202.63 | 192.61 | 8.09% | Buy | ||||
| 272.46 | 287.33 | 6.62% | Buy | ||||
| 447.07 | 474.36 | 4.94% | Buy | ||||
| 39.99 | 37.04 | 4.74% | Buy | ||||
| 59.92 | 63.21 | 2.48% | Buy | ||||
| 240.00 | 214.86 | 2.05% | Buy | ||||
| 456.52 | 453.91 | 2.05% | Buy | ||||
| 97.84 | 91.89 | 2.03% | Buy | ||||
| 62.31 | 61.80 | 1.86% | 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 |
|---|---|---|---|---|
| 41.64 | 37.659B | 0.09% | ||
| 101.01 | 9.692B | 0.10% | ||
| 95.25 | 2.531B | 0.40% | ||
| 48.85 | 2.461B | 0.35% | ||
| 105.34 | 2.099B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 50.61 | 9.692B | 0.10% | ||
| 10.92 | 1.85B | 1.91% | ||
| 10.70 | 1.85B | 1.91% | ||
| 39.73 | 1.364B | 0.93% | ||
| 39.83 | 1.364B | 0.93% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst 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 8.1% share of all domestic loans as of March 2023. 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 TargetAnalyst Report: Bread Financial Holdings, Inc.
Formed by a combination of JCPenney’s credit card processing unit and The Limited’s credit card bank business, Bread Financial is a provider of private label and co-branded credit cards, loyalty programs, and marketing services. The company’s most financially significant unit is its credit card business that partners with retailers to jointly market Bread’s credit cards to their customers. The company also retains minority interest in its recently spun-off LoyaltyOne division, which operates the largest airline miles loyalty program in Canada and offers marketing services to grocery chains in Europe and Asia.
RatingPrice TargetAnalyst Report: Rocket Companies Inc
Detroit-based Rocket Companies has three main businesses: Rocket Mortgage, a mortgage lender; Rocket Money, a personal finance app; and Rocket Homes, a home search platform and real estate agent referral network. The company has 14,700 employees, down from a peak of 26,000.
RatingPrice TargetMarket Digest: CRM, AES, MO, RKT
Stocks closed lower on Thursday. The Dow fell 330 points after Wednesday's 400 point drop, dragged down by Salesforce (CRM, -19.7%). Shares of Trump Media and Technology Group (DJT) are down 6% in after hours following Trump's conviction news. The S&P 500 was down 0.6% and the Nasdaq fell 1.1%.