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
8.678T
Market Weight
14.66%
Industries
15
Companies
1421
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.33%
S&P 500
0.16%

YTD Return

Sector
8.45%
S&P 500
9.49%

1-Year Return

Sector
28.78%
S&P 500
26.79%

3-Year Return

Sector
8.66%
S&P 500
23.39%

5-Year Return

Sector
51.51%
S&P 500
81.25%

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%
8.45%
Banks - Diversified
19.86%
9.03%
Credit Services
16.33%
8.43%
Asset Management
13.53%
6.74%
Insurance - Diversified
12.00%
14.23%
Banks - Regional
9.37%
3.63%
Capital Markets
7.93%
11.55%
Financial Data & Stock Exchanges
6.19%
0.32%
Insurance - Property & Casualty
5.91%
19.84%
Insurance Brokers
3.46%
11.09%
Insurance - Life
2.80%
4.20%
Insurance - Specialty
0.96%
7.23%
Mortgage Finance
0.65%
-17.80%
Insurance - Reinsurance
0.62%
20.97%
Shell Companies
0.28%
-29.38%
Financial Conglomerates
0.10%
3.91%

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
412.05 455.79 10.54% 889.501B +0.79% +15.53%
Buy
198.77 191.88 7.91% 667.953B +0.64% +16.85%
Buy
280.74 286.06 6.81% 574.422B +0.79% +7.83%
Buy
456.98 474.80 5.03% 424.815B +0.33% +7.14%
Buy
38.45 37.03 4.55% 384.048B +0.44% +14.20%
Buy
61.89 63.21 2.56% 215.768B +1.00% +25.74%
Buy
242.30 212.13 2.07% 174.287B +1.32% +29.34%
Buy
98.28 98.52 2.04% 171.99B +0.17% +5.39%
Buy
454.73 418.60 2.03% 171.686B -0.18% +17.88%
Buy
63.53 66.75 1.89% 159.88B +0.33% +23.50%
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
41.83 37.659B 0.09% +11.25%
101.53 9.692B 0.10% +10.05%
95.20 2.531B 0.40% +11.46%
50.35 2.461B 0.35% -3.97%
107.94 2.099B 0.94% +30.60%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.74 9.692B 0.10% +9.78%
10.58 1.619B 1.78% +1.54%
10.79 1.619B 1.78% +1.51%
10.77 1.619B 1.78% -
10.66 1.557B 2.85% +2.30%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: CME Group Inc

    CME Group is a futures and derivatives exchange and clearing company. It operates exchanges such as the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), the New York Mercantile Exchange (NYMEX), the Commodity Exchange (COMEX), and the Kansas City Board of Trade (KCBT). In addition, CME offers a range of market data and information services. CME shares are a component of the S&P 500.

    Rating
    Price Target
     
  • Analyst Report: Chubb Limited

    Based in Switzerland, Chubb Ltd. is a global specialty insurer and reinsurer. It is the largest publicly traded property casualty insurer in the world, operating in 54 countries and territories. With a market cap of approximately $86 billion, CB shares generally are regarded as large-cap value.

    Rating
    Price Target
     
  • Market Update: CB, CME, F, MAS, GNRC, NCLH

    Across-the-board enthusiasm that was evident before the open today has turned to mixed results at midday. As of this writing, the S&P is down slightly, the DJIA is up a bit, and gold remains higher (notably leading the pack and up more than 1%). But the Nasdaq Composite has turned lower (slightly) and the Russell 2000 is also in the red (by about 0.69%). Equities have been impacted by new data that suggests consumer sentiment in the U.S. is weakening and by Fedspeak that supports the mantra of 'deliberate' action on interest rates in the face of stubborn inflation.

     
  • Daily – Vickers Top Insider Picks for 05/10/2024

    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.

     

From the Community

Financial Services News