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
8.803T
Market Weight
14.65%
Industries
15
Companies
1410
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.01%
S&P 500
0.12%

YTD Return

Sector
10.01%
S&P 500
11.18%

1-Year Return

Sector
28.87%
S&P 500
29.04%

3-Year Return

Sector
11.35%
S&P 500
27.06%

5-Year Return

Sector
55.67%
S&P 500
86.72%

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%
10.01%
Banks - Diversified
19.96%
11.12%
Credit Services
16.15%
8.73%
Asset Management
13.53%
8.29%
Insurance - Diversified
11.95%
15.38%
Banks - Regional
9.34%
4.81%
Capital Markets
8.07%
15.03%
Financial Data & Stock Exchanges
6.25%
2.88%
Insurance - Property & Casualty
5.88%
20.89%
Insurance Brokers
3.45%
12.59%
Insurance - Life
2.82%
6.57%
Insurance - Specialty
0.95%
7.98%
Mortgage Finance
0.66%
-15.82%
Insurance - Reinsurance
0.62%
23.10%
Shell Companies
0.26%
-32.74%
Financial Conglomerates
0.10%
4.01%

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
416.94 490.00 10.52% 900.816B +0.92% +16.90%
Buy
204.79 206.94 8.04% 688.182B +1.15% +20.39%
Buy
280.10 309.37 6.69% 573.113B +0.09% +7.59%
Buy
460.27 512.13 5.00% 427.874B +0.31% +7.92%
Buy
39.29 39.97 4.58% 392.438B +0.18% +16.69%
Buy
61.08 63.21 2.49% 212.944B +0.03% +24.10%
Buy
467.72 451.68 2.06% 176.59B +0.69% +21.24%
Buy
100.22 99.26 2.05% 175.385B +0.64% +7.47%
Buy
242.82 228.40 2.04% 174.661B +0.62% +29.61%
Buy
64.07 66.75 1.88% 161.239B -0.11% +24.55%
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
42.49 37.659B 0.09% +13.01%
103.00 9.692B 0.10% +11.64%
96.85 2.531B 0.40% +13.39%
51.19 2.461B 0.35% -2.37%
112.32 2.099B 0.94% +35.90%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
51.63 9.692B 0.10% +11.70%
10.89 1.85B 1.91% +2.45%
10.67 1.85B 1.91% +2.40%
40.35 1.364B 0.93% +14.50%
40.45 1.364B 0.93% +14.43%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Chubb Limited

    ACE acquired Chubb in the first quarter of 2016 and assumed the Chubb name. The combination made the new Chubb one of the largest domestic property and casualty insurers, with operations in 54 countries spanning commercial and personal P&C insurance, reinsurance, and life insurance.

    Rating
    Price Target
     
  • Analyst Report: FactSet Research Systems Inc.

    FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients account for 82% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

    Rating
    Price Target
     
  • Analyst Report: Moody's Corporation

    Moody’s, along with S&P Ratings, is a leading provider of credit ratings on fixed-income securities. The ratings segment, Moody’s Investors Service, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm’s profit and about half the firm's revenue. The other segment, Moody’s Analytics, consists of decision solutions, research and insights, and data and information.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     

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