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% | 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
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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 |
---|---|---|---|---|---|---|---|
416.94 | 490.00 | 10.52% | Buy | ||||
204.79 | 206.94 | 8.04% | Buy | ||||
280.10 | 309.37 | 6.69% | Buy | ||||
460.27 | 512.13 | 5.00% | Buy | ||||
39.29 | 39.97 | 4.58% | Buy | ||||
61.08 | 63.21 | 2.49% | Buy | ||||
467.72 | 451.68 | 2.06% | Buy | ||||
100.22 | 99.26 | 2.05% | Buy | ||||
242.82 | 228.40 | 2.04% | Buy | ||||
64.07 | 66.75 | 1.88% | 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% | ||
103.00 | 9.692B | 0.10% | ||
96.85 | 2.531B | 0.40% | ||
51.19 | 2.461B | 0.35% | ||
112.32 | 2.099B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
51.63 | 9.692B | 0.10% | ||
10.89 | 1.85B | 1.91% | ||
10.67 | 1.85B | 1.91% | ||
40.35 | 1.364B | 0.93% | ||
40.45 | 1.364B | 0.93% |
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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice Target