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
10.23T
Market Weight
15.30%
Industries
15
Companies
1395
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.04%
S&P 500
0.00%

YTD Return

Sector
27.84%
S&P 500
24.05%

1-Year Return

Sector
39.18%
S&P 500
31.08%

3-Year Return

Sector
25.16%
S&P 500
25.95%

5-Year Return

Sector
69.06%
S&P 500
90.66%

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%
27.84%
Banks - Diversified
19.87%
28.58%
Credit Services
15.34%
20.06%
Asset Management
14.31%
33.08%
Insurance - Diversified
11.39%
27.85%
Banks - Regional
9.93%
29.43%
Capital Markets
8.35%
38.36%
Financial Data & Stock Exchanges
6.50%
24.20%
Insurance - Property & Casualty
5.99%
42.98%
Insurance Brokers
3.44%
30.20%
Insurance - Life
2.75%
20.76%
Insurance - Specialty
0.85%
11.59%
Mortgage Finance
0.57%
-14.86%
Insurance - Reinsurance
0.49%
12.94%
Shell Companies
0.15%
-55.38%
Financial Conglomerates
0.08%
-2.94%

Note: Percentage % data on heatmap indicates Day Return

Largest Companies in This Sector

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Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
468.83 513.00 10.09% 1.011T -0.01% +31.45%
Buy
240.78 228.44 8.07% 809.124B -0.95% +41.55%
Buy
307.39 322.89 5.93% 594.852B -1.43% +18.07%
Buy
512.54 551.33 4.69% 470.425B -1.33% +20.17%
Buy
46.06 46.82 4.59% 460.059B -0.75% +36.80%
Buy
73.58 67.34 2.44% 244.984B +0.20% +49.49%
Buy
131.69 116.92 2.30% 230.458B -0.42% +41.22%
Hold
185.03 167.58 2.24% 224.419B +0.06% +41.33%
Hold
581.93 552.51 2.19% 219.711B +0.09% +50.85%
Buy
287.71 276.16 2.02% 202.676B +0.76% +53.58%
Hold

Investing in the Financial Services Sector

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

ETF Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.54 44.672B 0.09% +31.76%
121.74 11.294B 0.10% +31.95%
80.58 5.373B 1.06% +439.60%
65.16 3.619B 0.35% +24.28%
114.84 3.279B 0.39% +34.46%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
61.01 11.294B 0.10% +32.00%
10.79 1.619B 1.78% +1.51%
10.77 1.619B 1.78% -
10.58 1.619B 1.78% +1.54%
47.26 1.592B 0.93% +34.11%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Daily – Vickers Top Insider Picks for 11/21/2024

    The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

     
  • Analyst Report: The Bank of Nova Scotia

    Bank of Nova Scotia is a global financial services provider. The bank has five business segments: Canadian banking, international banking, global wealth management, global banking and markets, and other. It offers a range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. The bank's international operations span numerous countries and are more concentrated in Central and South America.

    Rating
    Price Target
     
  • Analyst Report: TransUnion

    TransUnion is one of the three leading credit bureaus in the United States, providing the consumer information that is the basis for granting credit. The company also provides fraud detection, marketing, and analytical services. TransUnion operates in over 30 countries, and about a quarter of its revenue comes from international markets.

    Rating
    Price Target
     
  • Analyst Report: Cohen & Steers, Inc.

    Cohen & Steers is a niche asset manager concentrating on real estate securities. The firm invests mainly in the equity shares of real estate investment trusts, with holdings in domestic and international real estate securities accounting for close to two thirds of its $89.7 billion in managed assets at the end of October 2024. Cohen & Steers also manages portfolios dedicated to preferred securities, utilities stocks, and other high-yield offerings. The firm's distribution is balanced among its closed-end funds, open-end funds, and institutional accounts. During the past four calendar quarters, the company garnered 41% (27%) of its managed assets (base management fees) from institutional clients, 46% (52%) from open-end funds, and 13% (21%) from closed-end funds.

    Rating
    Price Target
     

From the Community

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