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 | YTD Return | |
|---|---|---|---|
| All Industries | 100.00% | 30.68% | |
| Banks - Diversified | 19.93% | 31.80% | |
| Credit Services | 15.38% | 23.06% | |
| Asset Management | 14.48% | 37.63% | |
| Insurance - Diversified | 11.26% | 29.09% | |
| Banks - Regional | 9.84% | 31.10% | |
| Capital Markets | 8.28% | 40.27% | |
| Financial Data & Stock Exchanges | 6.54% | 27.72% | |
| Insurance - Property & Casualty | 6.01% | 46.73% | |
| Insurance Brokers | 3.44% | 33.19% | |
| Insurance - Life | 2.73% | 22.39% | |
| Insurance - Specialty | 0.86% | 15.81% | |
| Mortgage Finance | 0.56% | -14.26% | |
| Insurance - Reinsurance | 0.49% | 15.25% | |
| Shell Companies | 0.13% | -59.55% | |
| Financial Conglomerates | 0.08% | -1.08% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 470.57 | 513.00 | 9.93% | | | | Buy | |
| 245.48 | 228.44 | 8.08% | | | | Buy | |
| 309.08 | 322.89 | 5.86% | | | | Buy | |
| 524.77 | 551.33 | 4.72% | | | | Buy | |
| 47.00 | 46.82 | 4.60% | | | | Buy | |
| 73.66 | 67.34 | 2.40% | | | | Buy | |
| 130.32 | 116.92 | 2.23% | | | | Hold | |
| 187.20 | 167.58 | 2.22% | | | | Hold | |
| 596.80 | 552.51 | 2.21% | | | | Buy | |
| 300.53 | 276.16 | 2.07% | | | | Hold |
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 50.41 | 52.8B | 0.09% | | |
| 124.03 | 12.9B | 0.10% | | |
| 78.77 | 5.923B | 1.06% | | |
| 66.37 | 5.525B | 0.35% | | |
| 117.09 | 3.91B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 62.16 | 12.9B | 0.10% | | |
| 48.38 | 1.946B | 0.93% | | |
| 48.46 | 1.946B | 0.93% | | |
| 26.01 | 1.652B | 0.29% | | |
| 10.52 | 1.472B | 2.85% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Bread Financial Holdings, Inc.
Formed by a combination of JCPenney’s credit card processing unit and The Limited’s credit card bank business, Bread Financial is a provider of private label and co-branded credit cards, loyalty programs, and marketing services. The company’s most financially significant unit is its credit card business that partners with retailers to jointly market Bread’s credit cards to their customers. The company also retains minority interest in its recently spun-off LoyaltyOne division, which operates the largest airline miles loyalty program in Canada and offers marketing services to grocery chains in Europe and Asia.
RatingPrice TargetAnalyst Report: Bank of Montreal
Bank of Montreal is a diversified financial-services provider based in North America, operating four business segments: Canadian personal and commercial banking, US P&C banking, wealth management, and capital markets. The bank's operations are primarily in Canada, with a material portion also in the U.S.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst Report: The Toronto-Dominion Bank
Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, US retail banking, and wholesale banking. The bank’s US operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
RatingPrice Target
