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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
8.496T
Market Weight
14.59%
Industries
15
Companies
1442
Financial Services S&P 500 ^GSPC
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Day Return

Sector
0.08%
S&P 500
0.11%

YTD Return

Sector
6.17%
S&P 500
7.30%

1-Year Return

Sector
23.84%
S&P 500
32.53%

3-Year Return

Sector
13.01%
S&P 500
31.27%

5-Year Return

Sector
55.36%
S&P 500
83.34%

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% 0.08% 6.17%
Banks - Diversified 19.74% 0.12% 6.10%
Credit Services 16.62% 0.02% 8.03%
Asset Management 13.66% 0.10% 5.53%
Insurance - Diversified 12.00% -0.15% 11.84%
Banks - Regional 9.16% 0.28% -0.77%
Capital Markets 7.35% 0.05% 1.11%
Financial Data & Stock Exchanges 6.57% 0.23% 4.36%
Insurance - Property & Casualty 5.85% -0.00% 16.06%
Insurance Brokers 3.52% 0.00% 10.83%
Insurance - Life 2.86% 0.04% 4.00%
Insurance - Specialty 0.97% 0.00% 6.40%
Mortgage Finance 0.61% -0.35% -24.17%
Insurance - Reinsurance 0.59% 0.16% 12.94%
Shell Companies 0.39% 3.32% -5.18%
Financial Conglomerates 0.10% 0.27% -5.58%

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
404.76 477.00 10.67% 877.435B +0.40% +13.49%
Buy
188.29 193.14 7.70% 632.735B +0.04% +10.69%
Buy
280.56 301.61 7.01% 576.29B +0.19% +7.76%
Buy
469.16 506.00 5.32% 437.676B -0.02% +10.00%
Buy
35.89 38.24 4.36% 358.478B +0.81% +6.59%
Buy
57.09 56.70 2.48% 204.236B +0.04% +15.99%
Buy
220.19 206.39 1.94% 159.389B -1.42% +17.53%
Buy
86.94 95.19 1.85% 152.145B -0.11% -6.77%
Buy
124.57 129.24 1.84% 150.963B -1.13% -4.85%
Buy
386.16 418.49 1.77% 145.797B -0.21% +0.10%
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
40.69 37.196B 0.09% +8.22%
99.04 10.005B 0.10% +7.35%
49.32 2.842B 0.35% -5.93%
92.22 2.481B 0.40% +7.97%
101.52 2.206B 0.94% +22.83%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.64 10.005B 0.10% +7.40%
10.54 1.85B 1.91% +1.15%
10.75 1.85B 1.91% +1.13%
38.12 1.343B 0.94% +7.84%
38.02 1.307B 0.94% +7.89%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Technical Assessment: Neutral in the Intermediate-Term

    After Friday's bearish intraday reversal and heavy downside volume, especially in the Nasdaq, Nasdaq 100 (QQQ), semiconductors, and most of the Technology sector, we did see some downside follow-through on Monday. But it certainly wasn't convincing. Once again, the market bounced off its lows as algorithmic trading seemingly took over. The Nasdaq and the QQQs fell 0.4%, while the S&P 500 (SPX) clawed its way back, dropping a mere 0.1%.

     
  • Daily – Vickers Top Buyers & Sellers for 03/12/2024

    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.

     
  • Daily – Vickers Top Insider Picks for 03/12/2024

    The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

     
  • Analyst Report: Marsh & McLennan Companies, Inc.

    Marsh McLennan is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (a management and economic consultancy). About half of its revenue is generated outside the U.S.

    Rating
    Bearish
    Price Target
     

From the Community

Financial Services News