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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
10.367T
Market Weight
15.28%
Industries
15
Companies
1409
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
1.98%
S&P 500
0.06%

YTD Return

Sector
29.56%
S&P 500
25.62%

1-Year Return

Sector
45.95%
S&P 500
35.71%

3-Year Return

Sector
23.53%
S&P 500
28.95%

5-Year Return

Sector
70.93%
S&P 500
94.09%

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%
29.56%
Banks - Diversified
19.75%
29.51%
Credit Services
15.51%
22.98%
Asset Management
14.33%
35.09%
Insurance - Diversified
11.27%
28.18%
Banks - Regional
10.15%
34.11%
Capital Markets
8.24%
38.49%
Financial Data & Stock Exchanges
6.49%
25.79%
Insurance - Property & Casualty
5.92%
43.29%
Insurance Brokers
3.43%
31.59%
Insurance - Life
2.75%
22.14%
Insurance - Specialty
0.84%
12.29%
Mortgage Finance
0.60%
-9.37%
Insurance - Reinsurance
0.48%
11.93%
Shell Companies
0.15%
-54.73%
Financial Conglomerates
0.09%
2.62%

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
469.25 513.00 9.98% 1.012T +1.26% +31.57%
Buy
240.53 227.53 7.96% 808.284B +1.50% +41.41%
Buy
310.14 322.82 5.93% 602.205B +0.74% +19.13%
Buy
529.39 549.17 4.79% 485.895B +0.88% +24.12%
Buy
46.37 46.46 4.56% 463.156B +2.75% +37.72%
Buy
72.91 66.94 2.39% 242.753B +4.10% +48.13%
Buy
132.64 116.63 2.29% 232.12B +2.40% +42.24%
Hold
598.01 548.76 2.22% 225.782B +1.48% +55.02%
Buy
182.75 167.05 2.18% 221.654B +2.98% +39.59%
Hold
292.09 275.96 2.03% 205.761B +1.56% +55.91%
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
49.95 44.672B 0.09% +32.86%
122.90 11.294B 0.10% +33.21%
80.11 5.373B 1.06% +436.45%
67.39 3.619B 0.35% +28.52%
115.73 3.279B 0.39% +35.50%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
60.40 11.294B 0.10% +30.68%
46.90 1.592B 0.93% +33.09%
46.98 1.592B 0.93% +32.90%
11.15 1.514B 2.85% +4.89%
10.91 1.514B 2.85% +4.70%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Weekly Stock List

    Argus has published its latest Portfolio Selector, which features its popular Focus List. Each month, Director of Research Jim Kelleher, CFA, surveys the team of Argus Research industry analysts for their timeliest recommendations out of the company's fundamental universe of approximately 500 stocks. The Focus List typically includes 30 stocks: turnover is high, as Jim typically adds three or four new stocks per month. Below are the latest additions, all of which are rated BUY at Argus.

     
  • Technical Assessment: Bullish in the Intermediate-Term

    Well that was quite a four-day stretch in the stock market. Yet the rally started Tuesday, a day before we knew the election results. Of interest, an anonymous bettor was originally projected to have made $48 million (but blockchain data from Chainalysis says the profit was closer to $84 million) on an election bet placed on the crypto-based trading platform Polymarket. For the four days, the S&P 500 (SPX) and S&P 100 popped 5%, the Nasdaq and the S&P 400 rocketed 6%, and the QQQs added 5.8%. The big winners were the small caps, with the S&P 600 (SML) and Russell 2000 (IWM) each up more than 8%. The SML (1508) made an all-time high (ATH), exceeding its previous ATH from November 2021 and completing a large and complex cup-with-handle formation. Based on the depth and length of the bullish pattern, SML could see initial measured moves to 1,765-1,900, and possibly much more. Using a monthly logarithmic chart, a trendline formed off the peaks in 1998, 2006, and touched in 2007, 2018, and 2021, is estimated to come in at over 2,000. The four-day SPX sector performance was broad, led by Consumer Discretionary (+8%); Financial, Industrials, Information Technology (+6%); Energy (+5%); and Communication Services (+4%). For the near term, and with the big round psychological number of 6,000 in sight for SPX (exceeded intraday Friday) and 20,000 for the Nasdaq and NYSE, a pause/pullback may come soon. Or maybe the bull just continues to run over the bears. A blow-off move to the upside is not out of the question. (Mark Arbeter, CMT)

     
  • Daily – Vickers Top Buyers & Sellers for 11/11/2024

    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 11/11/2024

    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