The Wayback Machine - http://web.archive.org/web/20240507191600/https://finance.yahoo.com/sectors/financial-services/
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
8.566T
Market Weight
14.54%
Industries
15
Companies
1420
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.26%
S&P 500
0.08%

YTD Return

Sector
7.05%
S&P 500
8.70%

1-Year Return

Sector
26.29%
S&P 500
25.36%

3-Year Return

Sector
6.57%
S&P 500
23.41%

5-Year Return

Sector
50.08%
S&P 500
79.78%

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 WeightYTD Return
All Industries
100.00%
7.05%
Banks - Diversified
19.60%
6.22%
Credit Services
16.37%
7.28%
Asset Management
13.56%
5.59%
Insurance - Diversified
12.00%
12.72%
Banks - Regional
9.42%
2.86%
Capital Markets
7.97%
10.64%
Financial Data & Stock Exchanges
6.26%
0.17%
Insurance - Property & Casualty
5.93%
18.58%
Insurance Brokers
3.44%
9.12%
Insurance - Life
2.82%
3.74%
Insurance - Specialty
0.97%
6.90%
Mortgage Finance
0.67%
-16.51%
Insurance - Reinsurance
0.60%
16.44%
Shell Companies
0.28%
-29.74%
Financial Conglomerates
0.11%
4.93%

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
404.82 490.00 10.51% 873.966B -0.02% +13.50%
Buy
191.80 206.28 7.75% 644.53B -0.10% +12.76%
Buy
277.07 285.45 6.82% 566.913B +1.61% +6.42%
Buy
452.07 510.43 5.05% 420.251B +0.60% +5.99%
Buy
37.88 39.81 4.55% 378.405B +0.52% +12.52%
Buy
60.09 63.12 2.52% 209.476B -0.17% +22.07%
Buy
234.85 228.05 2.03% 168.932B +0.22% +25.36%
Buy
443.55 450.01 2.01% 167.465B -0.03% +14.98%
Buy
95.69 98.52 2.01% 167.449B +0.94% +2.61%
Buy
62.02 66.75 1.88% 156.092B -1.25% +20.58%
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
41.16 37.659B 0.09% +9.45%
100.10 9.732B 0.10% +8.50%
93.67 2.531B 0.40% +9.68%
50.02 2.461B 0.35% -4.59%
102.90 2.099B 0.94% +24.50%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.06 9.732B 0.10% +8.31%
10.87 1.85B 1.91% +2.26%
10.66 1.85B 1.91% +2.30%
39.43 1.364B 0.94% +11.54%
39.33 1.307B 0.94% +11.61%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Intesa Sanpaolo S.p.A.

    Intesa Sanpaolo is an Italian banking group resulting from the merger of Banca Intesa and Sanpaolo IMI in 2007. The Italian segment still accounts for by far the most of its earnings. Still, Intesa also has a growing international presence, focusing on some smaller countries in Central and Eastern Europe. Intesa has an enviable market position in the Italian savings market that it services through its private banking, asset management and life insurance operations, which accounts for around 25% of its revenue. While Intesa does have a sizable corporate banking business, it has limited exposure to securities trading and underwriting.

    Rating
    Price Target
     
  • Analyst Report: S&P Global Inc.

    S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P’s other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.

    Rating
    Price Target
     
  • Stock Market Looking to Move Beyond April's Stumble

    The Portfolio Selector features the Argus Focus List, a group of 30 "best idea" stocks generated and regularly updated by Argus' analysts and investment policy committee. It also includes the director of research’s monthly investment strategy column, stock recommendations and sector picks, economic forecasts, and an asset allocation model. This month, the Focus List additions are Southern Company (SO); AECOM (ACM); Itron Inc. (ITRI); Goldman Sachs Group, Inc. (GS) and the Focus List deletions are Dell Technologies Inc (DELL); Northrop Grumman Corp. (NOC); Raymond James Financial, Inc. (RJF); Sempra Energy (SRE).

     
  • Daily – Vickers Top Insider Picks for 05/07/2024

    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