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% | -0.43% | 3.23% |
| Banks - Diversified | 19.28% | 0.18% | 0.75% |
| Credit Services | 16.67% | -1.37% | 5.34% |
| Asset Management | 13.76% | -0.65% | 3.32% |
| Insurance - Diversified | 12.40% | 0.30% | 12.32% |
| Banks - Regional | 9.09% | -0.80% | -4.33% |
| Capital Markets | 7.34% | -1.08% | -1.72% |
| Financial Data & Stock Exchanges | 6.40% | -0.35% | -1.21% |
| Insurance - Property & Casualty | 5.89% | -0.09% | 13.68% |
| Insurance Brokers | 3.53% | 0.40% | 7.93% |
| Insurance - Life | 2.89% | -0.24% | 2.33% |
| Insurance - Specialty | 0.95% | -0.08% | 1.26% |
| Mortgage Finance | 0.73% | -1.68% | -12.49% |
| Insurance - Reinsurance | 0.57% | -0.28% | 5.87% |
| Shell Companies | 0.41% | 1.63% | -3.43% |
| Financial Conglomerates | 0.10% | 0.07% | -5.91% |
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 |
|---|---|---|---|---|---|---|---|
| 407.15 | 435.00 | 11.04% | Buy | ||||
| 179.73 | 191.33 | 7.55% | Buy | ||||
| 275.15 | 301.17 | 7.07% | Buy | ||||
| 451.75 | 503.97 | 5.27% | Buy | ||||
| 33.96 | 38.03 | 4.24% | Buy | ||||
| 51.77 | 56.53 | 2.33% | Buy | ||||
| 212.49 | 205.86 | 1.92% | Buy | ||||
| 126.33 | 128.94 | 1.92% | Buy | ||||
| 85.35 | 94.98 | 1.87% | Buy | ||||
| 384.52 | 418.49 | 1.82% | 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 |
|---|---|---|---|---|
| 39.52 | 36.311B | 0.09% | ||
| 95.88 | 9.518B | 0.10% | ||
| 48.33 | 3.252B | 0.35% | ||
| 89.20 | 2.281B | 0.40% | ||
| 93.59 | 2.063B | 0.96% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 48.03 | 9.518B | 0.10% | ||
| 10.49 | 1.85B | 1.91% | ||
| 10.70 | 1.85B | 1.91% | ||
| 36.76 | 1.325B | 0.94% | ||
| 36.66 | 1.307B | 0.94% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: Affiliated Managers Group, Inc.
Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of December 2023, AMG's affiliate network—which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 35% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (28%) and Frontier, River Road, Parnassus, and Yacktman in U.S. equities (21%)—had $672.2 billion in managed assets.
RatingNeutralPrice TargetAnalyst Report: Discover Financial Services
Discover Financial Services is a bank operating in two distinct segments: direct banking and payment services. The company issues credit and debit cards and provides other consumer banking products including deposit accounts, students loans, and other personal loans. It also operates the Discover, Pulse, and Diners Club networks. The Discover network is the fourth-largest payment network in the United States as ranked by overall purchase volume, and Pulse is one of the largest ATM networks in the country.
RatingBullishPrice TargetAnalyst Report: Capital One Financial Corporation
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial’s credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
RatingNeutralPrice TargetAnalyst Report: CBOE Global Markets Inc.
Cboe Global Markets is one of the largest global exchange operators. The company offers trading across a wide range of asset classes, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global FX, and products on the VIX index. Cboe maintains the largest options exchange in the U.S. and the largest stock exchange in Europe. The company is headquartered in Chicago, with offices in Kansas City, New York, London, San Francisco, Singapore, Hong Kong and Ecuador.
RatingNeutralPrice Target
