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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
8.406T
Market Weight
14.40%
Industries
15
Companies
1444
Financial Services S&P 500 ^GSPC
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Day Return

Sector
0.00%
S&P 500
0.80%

YTD Return

Sector
5.04%
S&P 500
7.70%

1-Year Return

Sector
14.79%
S&P 500
29.39%

3-Year Return

Sector
15.83%
S&P 500
34.79%

5-Year Return

Sector
51.53%
S&P 500
83.94%

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 WeightDay ReturnYTD Return
All Industries 100% -0.00% 5.04%
Banks - Diversified 19.37% 0.12% 3.00%
Credit Services 16.94% 0.05% 8.97%
Asset Management 13.75% -0.29% 5.07%
Insurance - Diversified 12.18% -0.01% 12.33%
Banks - Regional 8.95% 0.04% -4.07%
Capital Markets 7.41% -0.24% 0.88%
Financial Data & Stock Exchanges 6.48% 0.05% 1.86%
Insurance - Property & Casualty 5.79% 0.17% 13.62%
Insurance Brokers 3.51% 0.10% 9.16%
Insurance - Life 2.84% -0.05% 2.24%
Insurance - Specialty 0.97% 0.12% 5.16%
Mortgage Finance 0.74% -0.12% -8.65%
Insurance - Reinsurance 0.57% -0.07% 9.08%
Shell Companies 0.39% 1.76% -6.55%
Financial Conglomerates 0.09% -0.06% -8.05%

All Industries

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
407.11 477.00 10.82% 881.043B -0.56% +14.15%
Buy
185.29 191.33 7.65% 622.654B -0.41% +8.93%
Buy
283.16 301.17 7.14% 581.63B +0.18% +8.76%
Buy
476.63 505.46 5.46% 444.644B +0.39% +11.75%
Buy
34.35 38.03 4.21% 343.096B -0.49% +2.02%
Buy
55.06 56.70 2.42% 196.974B -0.95% +11.87%
Buy
219.66 206.39 1.95% 159.005B +0.11% +17.25%
Buy
128.09 129.18 1.91% 155.228B +0.21% -2.16%
Buy
86.48 94.98 1.86% 151.34B +0.51% -7.26%
Buy
388.10 418.49 1.80% 146.529B -0.24% +0.60%
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
40.29 36.311B 0.09% +7.15%
97.91 9.518B 0.10% +6.12%
47.61 3.252B 0.35% -9.19%
90.79 2.281B 0.40% +6.30%
98.66 2.063B 0.96% +19.37%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.05 9.518B 0.10% +6.12%
10.73 1.85B 1.91% +0.94%
10.52 1.85B 1.91% +0.96%
37.30 1.325B 0.94% +5.52%
37.20 1.307B 0.94% +5.56%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Manulife Financial Corporation

    Manulife Financial provides life insurance, annuities, and asset management products to individuals and group customers in Canada, the United States, and Asia. Its investment management business contributes approximately 20% of its earnings and has around CAD 1.05 trillion in assets under management and administration as of the end of 2023. The US business, which primarily operates under the John Hancock brand, contributes about 27% of earnings and is mainly focused on providing insurance products for estate, business, and income protection. The Asia segment provides insurance products and insurance-based wealth accumulation products in over 11 countries and contributes around 30% of earnings. The Canadian business segment contributes approximately 23% of earnings.

    Rating
    Neutral
    Price Target
     
  • Analyst Report: The Toronto-Dominion Bank

    Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank’s U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.

    Rating
    Bullish
    Price Target
     
  • Analyst Report: Sun Life Financial, Inc.

    Sun Life Financial Inc., based in Toronto, is a leading life insurance company with operations in Canada, the U.S. and Asia. The company distributes its insurance products and other financial services through direct sales agents. It has approximately 52,500 employees.

    Rating
    Bullish
    Price Target
     
  • Analyst Report: Progressive Corp.

    Progressive Corp., based in Mayfield Village, Ohio, is a leading property & casualty insurance company. The company sells insurance through independent agencies and its own direct-sales website. The shares are included in the S&P 500 index.

    Rating
    Neutral
    Price Target
     

From the Community

Financial Services News