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% | 1.10% | 9.07% |
| Banks - Diversified | 19.90% | 1.45% | 9.87% |
| Credit Services | 16.42% | 0.20% | 9.65% |
| Asset Management | 13.59% | 0.92% | 7.83% |
| Insurance - Diversified | 12.03% | 1.03% | 15.14% |
| Banks - Regional | 9.14% | 2.53% | 1.71% |
| Capital Markets | 7.57% | 1.61% | 7.12% |
| Financial Data & Stock Exchanges | 6.40% | 0.08% | 4.45% |
| Insurance - Property & Casualty | 5.90% | 0.96% | 20.32% |
| Insurance Brokers | 3.47% | 0.81% | 12.20% |
| Insurance - Life | 2.88% | 1.15% | 7.67% |
| Insurance - Specialty | 0.98% | 1.53% | 10.12% |
| Mortgage Finance | 0.66% | 3.25% | -15.43% |
| Insurance - Reinsurance | 0.59% | 1.38% | 15.97% |
| Shell Companies | 0.35% | 3.54% | -10.78% |
| Financial Conglomerates | 0.10% | 2.23% | -1.38% |
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 |
|---|---|---|---|---|---|---|---|
| 416.93 | 477.00 | 10.63% | Buy | ||||
| 199.52 | 196.88 | 7.90% | Buy | ||||
| 279.02 | 302.72 | 6.76% | Buy | ||||
| 477.95 | 507.41 | 5.26% | Buy | ||||
| 37.81 | 38.08 | 4.45% | Buy | ||||
| 57.61 | 57.79 | 2.40% | Buy | ||||
| 227.75 | 208.20 | 1.95% | Buy | ||||
| 93.50 | 94.52 | 1.93% | Buy | ||||
| 130.89 | 129.82 | 1.87% | Buy | ||||
| 62.75 | 62.47 | 1.86% | 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 |
|---|---|---|---|---|
| 41.89 | 37.196B | 0.09% | ||
| 101.93 | 10.005B | 0.10% | ||
| 50.02 | 2.842B | 0.35% | ||
| 95.20 | 2.481B | 0.40% | ||
| 110.76 | 2.206B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 51.05 | 10.005B | 0.10% | ||
| 10.78 | 1.85B | 1.91% | ||
| 10.57 | 1.85B | 1.91% | ||
| 39.60 | 1.343B | 0.94% | ||
| 39.49 | 1.307B | 0.94% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: KeyCorp
With assets of over $180 billion, Ohio-based KeyCorp's bank footprint spans 16 states, but it is predominantly concentrated in its two largest markets: Ohio and New York. KeyCorp is primarily focused on serving middle-market commercial clients through a hybrid community/corporate bank model.
RatingBullishPrice TargetAnalyst Report: JPMorgan Chase & Co.
JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $3.9 trillion in assets. It is organized into four major segments--consumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management. JPMorgan operates, and is subject to regulation, in multiple countries.
RatingBearishPrice TargetAnalyst Report: SoFi Technologies, Inc.
SoFi is a financial-services company that was founded in 2011 and is based in San Francisco. Initially known for its student loan refinancing business, the company has expanded its product offerings to include personal loans, credit cards, mortgages, investment accounts, banking services, and financial planning. The company intends to be a one-stop shop for its clients' finances and operates solely through its mobile app and website. Through its acquisition of Galileo in 2020, the company also offers payment and account services for debit cards and digital banking.
RatingBullishPrice TargetAnalyst Report: ING Groep N.V.
The merger of the Dutch postal bank and NN Insurance in 1991 created ING. Through a series of further acquisitions ING build up a global footprint. The 2008 financial crisis forced ING to seek government support—a precondition of which was that ING should separate its banking and insurance activities, which saw ING revert to being solely a bank. ING has market-leading banking operations in the Netherlands and Belgium, and a range of digital banks across Europe and Australia. Its global wholesale banking operation is primarily focused on lending.
RatingBullishPrice Target

