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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
8.264T
Market Weight
14.56%
Industries
15
Companies
1425
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.41%
S&P 500
0.22%

YTD Return

Sector
3.27%
S&P 500
5.06%

1-Year Return

Sector
17.30%
S&P 500
20.71%

3-Year Return

Sector
6.88%
S&P 500
19.73%

5-Year Return

Sector
44.77%
S&P 500
72.32%

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% 0.41% 3.27%
Banks - Diversified 19.55% 0.98% 2.21%
Credit Services 16.69% -0.23% 5.55%
Asset Management 13.52% -0.57% 1.61%
Insurance - Diversified 12.19% 0.65% 10.47%
Banks - Regional 9.06% 0.39% -4.59%
Capital Markets 7.73% 0.48% 3.52%
Financial Data & Stock Exchanges 6.42% 0.24% -0.84%
Insurance - Property & Casualty 6.01% 1.10% 15.97%
Insurance Brokers 3.50% 1.54% 6.96%
Insurance - Life 2.79% 0.98% -1.32%
Insurance - Specialty 0.95% 0.53% 0.46%
Mortgage Finance 0.60% 1.04% -27.95%
Insurance - Reinsurance 0.58% 1.17% 8.96%
Shell Companies 0.31% 1.45% -24.94%
Financial Conglomerates 0.10% 0.55% -8.12%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Largest Companies in This Sector

Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
399.89 477.00 10.78% 864.458B +0.54% +12.12%
Buy
181.25 204.73 7.59% 609.078B +0.65% +6.55%
Buy
271.37 305.02 6.95% 557.413B -0.48% +4.23%
Buy
454.70 511.54 5.29% 424.186B -1.19% +6.61%
Buy
35.77 39.25 4.45% 357.28B +1.53% +6.24%
Buy
58.74 62.27 2.56% 205.689B +2.73% +19.34%
Buy
90.26 97.00 1.97% 157.955B +0.20% -3.21%
Buy
217.50 217.94 1.95% 156.608B -0.08% +16.10%
Buy
403.11 439.44 1.90% 152.197B -0.20% +4.49%
Buy
58.32 65.74 1.83% 146.768B +0.26% +13.37%
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
39.83 38.438B 0.09% +5.93%
96.40 10.218B 0.10% +4.49%
46.11 2.995B 0.35% -12.05%
90.04 2.623B 0.40% +5.42%
94.14 2.451B 0.94% +13.90%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
48.34 10.218B 0.10% +4.59%
10.81 1.85B 1.91% +1.69%
10.60 1.85B 1.91% +1.73%
37.77 1.415B 0.94% +6.85%
37.67 1.307B 0.94% +6.90%

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.

    Rating
    Bullish
    Price Target
     
  • 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
     
  • Analyst Report: Travelers Companies Inc.

    Travelers is a leading provider of auto, home and business property casualty insurance. The company is organized into three units: Business Insurance, Bond & Specialty Insurance, and Personal Insurance. TRV is included in the S&P 500 index and the Dow Jones Industrial Average.

    Rating
    Bullish
    Price Target
     
  • Analyst Report: Discover Financial Services

    Discover Financial Services is a direct banking and payments network company. Discover pioneered cash-rewards credit cards. The company also offers personal loans, student loans, online savings accounts, money market accounts, and CDs. The network business consists of the Discover Network; PULSE, one of the nation's leading ATM/debit networks; and Diners Club International, a global payments network.

    Rating
    Bullish
    Price Target
     

From the Community

Financial Services News