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% | -0.42% | 5.33% |
| Banks - Diversified | 19.87% | -0.56% | 5.93% |
| Credit Services | 16.65% | -0.62% | 7.39% |
| Asset Management | 13.50% | -0.42% | 3.47% |
| Insurance - Diversified | 12.00% | -0.18% | 10.97% |
| Banks - Regional | 9.26% | -0.92% | -0.57% |
| Capital Markets | 7.89% | 0.01% | 7.81% |
| Financial Data & Stock Exchanges | 6.27% | -1.18% | -1.27% |
| Insurance - Property & Casualty | 5.87% | 0.15% | 15.43% |
| Insurance Brokers | 3.32% | -0.42% | 3.64% |
| Insurance - Life | 2.83% | 0.92% | 2.22% |
| Insurance - Specialty | 0.95% | 0.21% | 2.40% |
| Mortgage Finance | 0.61% | -0.09% | -24.78% |
| Insurance - Reinsurance | 0.58% | 0.56% | 11.44% |
| Shell Companies | 0.29% | 3.07% | -28.65% |
| Financial Conglomerates | 0.10% | 1.37% | -0.06% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 400.96 | 481.00 | 10.56% | Buy | ||||
| 193.28 | 205.59 | 7.91% | Buy | ||||
| 271.84 | 308.56 | 6.78% | Buy | ||||
| 457.10 | 512.40 | 5.20% | Buy | ||||
| 37.55 | 39.54 | 4.57% | Buy | ||||
| 59.80 | 62.56 | 2.55% | Buy | ||||
| 238.92 | 223.46 | 2.09% | Buy | ||||
| 430.81 | 441.34 | 1.98% | Buy | ||||
| 92.11 | 98.15 | 1.96% | Buy | ||||
| 62.26 | 65.88 | 1.91% | 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 |
|---|---|---|---|---|
| 40.76 | 38.438B | 0.09% | ||
| 98.74 | 10.218B | 0.10% | ||
| 47.77 | 2.995B | 0.35% | ||
| 92.16 | 2.623B | 0.40% | ||
| 100.33 | 2.451B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 49.50 | 10.218B | 0.10% | ||
| 10.63 | 1.85B | 1.91% | ||
| 10.85 | 1.85B | 1.91% | ||
| 38.61 | 1.415B | 0.94% | ||
| 38.61 | 1.307B | 0.94% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: Franklin Resources, Inc.
Franklin Resources provides investment services for individual and institutional investors. At the end of October 2023, Franklin had $1.335 trillion in managed assets, composed primarily of equity (31%), fixed-income (35%), multi-asset/balanced (11%) funds, alternatives (19%) and money market funds (4%). Distribution tends to be weighted equally between retail investors (50% of AUM) and institutional accounts (48%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the U.S.-based asset managers we cover, with more than a third of its assets under management invested in global/international strategies and 29% of managed assets sourced from clients domiciled outside the United States.
RatingPrice 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.
RatingPrice TargetAnalyst Report: Regions Financial Corp.
Based in Birmingham, Alabama, Regions Financial provides a range of retail and commercial banking, residential mortgage lending, and asset management services. The company has 1,300 banking offices and over 20,000 employees in 15 states, mainly in the South and Southeast.
RatingPrice TargetAnalyst Report: Federated Hermes Inc
Federated Hermes, based in Pittsburgh, is an asset management holding company with about $779 billion in AUM as of March 31, 2024. It offers equity, fixed-income and money-market funds. The company's clients include high-net-worth individuals, registered investment advisors, pension funds, charities, and government organizations. Federated Hermes takes a relatively conservative, long-term approach to investing.
RatingPrice Target
