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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
8.232T
Market Weight
14.38%
Industries
15
Companies
1424
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.51%
S&P 500
0.04%

YTD Return

Sector
2.87%
S&P 500
6.08%

1-Year Return

Sector
18.21%
S&P 500
22.29%

3-Year Return

Sector
6.47%
S&P 500
21.33%

5-Year Return

Sector
44.40%
S&P 500
74.05%

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% -0.51% 2.87%
Banks - Diversified 19.37% -1.77% 0.84%
Credit Services 16.82% 0.18% 5.94%
Asset Management 13.61% -0.47% 1.87%
Insurance - Diversified 12.19% -0.33% 10.07%
Banks - Regional 9.09% -1.18% -4.64%
Capital Markets 7.70% 0.70% 2.68%
Financial Data & Stock Exchanges 6.40% -0.60% -1.53%
Insurance - Property & Casualty 6.05% 0.41% 16.23%
Insurance Brokers 3.47% 0.22% 5.73%
Insurance - Life 2.76% -0.62% -2.51%
Insurance - Specialty 0.95% -0.45% 0.49%
Mortgage Finance 0.59% -1.06% -28.64%
Insurance - Reinsurance 0.58% -0.07% 7.84%
Shell Companies 0.32% 1.64% -23.53%
Financial Conglomerates 0.10% -0.86% -9.27%

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
399.44 477.00 10.81% 863.186B -0.20% +11.99%
Buy
179.96 204.69 7.57% 604.743B -1.60% +5.80%
Buy
272.38 304.26 7.01% 559.488B +0.41% +4.62%
Buy
462.20 510.46 5.40% 431.183B +0.52% +8.37%
Buy
34.67 38.99 4.34% 346.343B -3.55% +2.98%
Buy
55.98 61.75 2.46% 196.007B -1.75% +13.72%
Buy
90.30 95.94 1.98% 158.025B +3.81% -3.16%
Buy
217.56 217.94 1.96% 156.652B -0.38% +16.13%
Buy
399.83 431.77 1.89% 150.96B -0.26% +3.65%
Buy
121.72 130.19 1.85% 147.509B +0.45% -7.03%
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
39.71 38.438B 0.09% +5.61%
96.04 10.218B 0.10% +4.10%
45.91 2.995B 0.35% -12.44%
89.41 2.623B 0.40% +4.68%
93.37 2.451B 0.94% +12.97%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
48.38 10.218B 0.10% +4.67%
10.58 1.85B 1.91% +1.54%
10.80 1.85B 1.91% +1.60%
37.73 1.415B 0.80% +6.73%
37.63 1.307B 0.94% +6.78%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Goldman Sachs Group, Inc.

    The Goldman Sachs Group provides investment banking, securities, and investment management services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Goldman reorganized its businesses in 4Q22 into three operating segments: Asset & Wealth Management, Global Banking & Markets, and Platform Solutions, with the latter including transaction banking and consumer partnerships.

    Rating
    Bullish
    Price Target
     
  • Market Digest: GS

    For the past several weeks, we have highlighted insider-sentiment data from Vickers Stock Research that suggested investors should be cautious. That stance appears to be increasingly validated. Stocks had an impressive rally that saw moves of more than 20% in less than six months, but also resulted in the need for 'perfection' in company performances, the economy, interest rates, domestic politics, and geopolitics. But with geopolitics raging, earnings uncertainty ahead, stubborn inflation, and a fraught political landscape in the U.S., things are certainly not perfect.

     
  • Daily – Vickers Top Buyers & Sellers for 04/16/2024

    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.

     
  • Daily – Vickers Top Insider Picks for 04/16/2024

    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.

     

From the Community

Financial Services News