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 | Day Return | YTD Return |
|---|---|---|---|
| All Industries | 100% | -0.20% | 3.72% |
| Banks - Diversified | 19.08% | -0.40% | 0.15% |
| Credit Services | 16.84% | -0.53% | 6.95% |
| Asset Management | 13.79% | -0.44% | 4.07% |
| Insurance - Diversified | 12.30% | 0.40% | 11.92% |
| Banks - Regional | 9.12% | -0.72% | -3.54% |
| Capital Markets | 7.38% | 0.03% | -0.77% |
| Financial Data & Stock Exchanges | 6.41% | 0.79% | -0.53% |
| Insurance - Property & Casualty | 5.89% | 0.42% | 14.22% |
| Insurance Brokers | 3.51% | 0.04% | 7.93% |
| Insurance - Life | 2.90% | -0.47% | 3.16% |
| Insurance - Specialty | 0.96% | -0.78% | 1.88% |
| Mortgage Finance | 0.74% | -1.69% | -10.43% |
| Insurance - Reinsurance | 0.57% | -0.64% | 6.83% |
| Shell Companies | 0.41% | 1.56% | -1.51% |
| Financial Conglomerates | 0.10% | 0.84% | -5.98% |
All Industries
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Note: Percentage % data on heatmap indicates Day Return
Largest Companies in This Sector
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 405.39 | 435.00 | 10.93% | Buy | ||||
| 178.94 | 191.33 | 7.47% | Buy | ||||
| 279.00 | 301.17 | 7.12% | Buy | ||||
| 469.32 | 499.78 | 5.44% | Buy | ||||
| 34.09 | 38.03 | 4.23% | Buy | ||||
| 52.03 | 56.18 | 2.33% | Buy | ||||
| 128.46 | 128.29 | 1.94% | Buy | ||||
| 213.28 | 205.26 | 1.92% | Buy | ||||
| 86.26 | 94.38 | 1.87% | Buy | ||||
| 385.09 | 418.49 | 1.81% | 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 |
|---|---|---|---|---|
| 39.69 | 36.311B | 0.09% | ||
| 96.50 | 9.518B | 0.10% | ||
| 48.95 | 3.252B | 0.35% | ||
| 89.50 | 2.281B | 0.40% | ||
| 94.81 | 2.063B | 0.96% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 48.43 | 9.518B | 0.10% | ||
| 10.49 | 1.85B | 1.91% | ||
| 10.70 | 1.85B | 1.91% | ||
| 37.02 | 1.325B | 0.94% | ||
| 36.91 | 1.307B | 0.94% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: NatWest Group plc
NatWest Group derives around 90% of its total income from the United Kingdom. The bank operates a retail, commercial, and private bank in the U.K., offering clients lending and payment services as well as asset management services.
RatingBullishPrice TargetAnalyst Report: Swiss Re AG
Swiss Re is a reinsurer that has three core divisions: property and casualty reinsurance, life and health reinsurance, and corporate solutions. Swiss Re was founded in 1863 when the general manager of Helvetia sought to stem the flow of reinsurance premiums outside Switzerland. Moritz Grossmann argued he could cut the premiums paid to foreign firms, still make a profit, and pay mid-single-digit dividends. Swiss Re is now the second-largest reinsurer in the world by market cap, has 80 offices globally, and employs nearly 15,000 people. While the business did lose its way in the early part of the millennium, led by an ex-investment banker who took the business heavily into securitizations, lately Swiss Re has been focused on establishing quality within its three core divisions.
RatingBullishPrice TargetAnalyst Report: T. Rowe Price Group, Inc.
T. Rowe Price provides asset-management services for individual and institutional investors. It offers a broad range of no-load U.S. and international stock, hybrid, bond, and money market funds. At the end of January 2024, the firm had $1.450 trillion in managed assets, composed of equity (52%), balanced (33%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a U.S.-based asset manager, deriving just under 9% of its AUM from overseas.
RatingNeutralPrice TargetDaily – Vickers Top Buyers & Sellers for 02/16/2024
The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.
