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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
9.387T
Market Weight
14.93%
Industries
15
Companies
1415
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.51%
S&P 500
0.00%

YTD Return

Sector
17.31%
S&P 500
17.24%

1-Year Return

Sector
28.82%
S&P 500
26.14%

3-Year Return

Sector
14.43%
S&P 500
24.01%

5-Year Return

Sector
65.31%
S&P 500
91.08%

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%
17.31%
Banks - Diversified
19.77%
17.37%
Credit Services
15.18%
9.03%
Asset Management
13.74%
17.29%
Insurance - Diversified
12.41%
27.72%
Banks - Regional
9.81%
17.33%
Capital Markets
7.24%
10.09%
Financial Data & Stock Exchanges
6.66%
16.81%
Insurance - Property & Casualty
6.02%
31.96%
Insurance Brokers
3.69%
28.19%
Insurance - Life
2.80%
12.76%
Insurance - Specialty
1.01%
21.78%
Mortgage Finance
0.77%
5.61%
Insurance - Reinsurance
0.62%
32.50%
Shell Companies
0.20%
-45.10%
Financial Conglomerates
0.08%
-10.30%

Note: Percentage % data on heatmap indicates Day Return

Largest Companies in This Sector

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Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
468.37 477.00 11.04% 1.009T +0.81% +31.32%
Buy
222.21 217.43 8.17% 746.721B +0.42% +30.63%
Buy
274.32 304.04 5.84% 533.794B +1.91% +5.37%
Buy
480.80 516.16 4.86% 444.18B +1.91% +12.73%
Buy
40.17 45.86 4.39% 401.228B +0.55% +19.31%
Buy
57.35 64.25 2.14% 195.206B +0.49% +16.52%
Buy
510.10 517.11 2.11% 192.591B +1.35% +32.23%
Buy
259.84 254.13 2.02% 184.723B +1.07% +38.70%
Hold
102.60 105.41 1.96% 179.55B +0.39% +10.03%
Hold
140.58 135.94 1.88% 171.704B +0.36% +7.38%
Hold

Investing in the Financial Services Sector

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

ETF Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
45.31 43.158B 0.09% +20.51%
109.79 10.752B 0.10% +19.00%
57.40 3.601B 0.35% +9.48%
103.90 3.087B 0.40% +21.65%
130.51 2.453B 0.94% +57.91%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
55.03 10.752B 0.10% +19.06%
42.31 1.622B 0.93% +20.06%
42.40 1.622B 0.93% +19.94%
11.05 1.557B 2.85% +3.95%
10.82 1.557B 2.85% +3.84%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Technical Assessment: Bullish in the Intermediate-Term

    After retracing 38.2% of its rally from April until August 5, the iShares 20+ Year Treasury Bond (TLT $97.53) continues to trace out what appears to be a bullish pennant formation. Price action along the entire yield curve has been subdued of late as the market awaits additional data before its next move. In the near term, chart resistance from the recent high is up at $100. Just below current levels, chart support and the rising 50-day exponential moving average both lie in the $94/$95 zone, and a 50% give-back comes in at $93. Trendline support off the lows since April sits at $94 looking out a week, with a 61.8% retracement near $91.50. Besides the bullish short-term chart pattern (as pennants and flags are usually continuation formations that resolve themselves in the direction of the prior move), there are additional factors that spark our interest. We really like when multiple pieces of technical data line up, this as it raises the probability that our call will be correct. The COT data toward the two-, five-, and 10-year Treasuries are all bullish -- with the smart-money commercial hedgers net bullish their futures positions by a large margin, while the large speculators (hedge funds) are net short futures to a large degree. Sentiment toward the five- and 10-year Treasury is very bearish despite the four-month rally. Neither the COT data nor sentiment is doing what it usually does, as the COT data generally will get more bearish as prices rise and sentiment will get more bullish as prices rise. This combination certainly leans towards more gains in bond prices. (Mark Arbeter, CMT)

     
  • Daily – Vickers Top Insider Picks for 08/30/2024

    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.

     
  • Daily – Vickers Top Buyers & Sellers for 08/30/2024

    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.

     
  • Analyst Report: Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce is Canada's fifth-largest bank and operates three business segments: retail and business banking, wealth management, and capital markets. It serves approximately 11 million personal banking and business customers, primarily in Canada.

    Rating
    Price Target
     

From the Community

Financial Services News