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% | 25.34% | |
| Banks - Diversified | 19.93% | 26.45% | |
| Credit Services | 16.16% | 24.04% | |
| Asset Management | 14.51% | 32.32% | |
| Insurance - Diversified | 11.31% | 24.37% | |
| Banks - Regional | 9.39% | 19.99% | |
| Capital Markets | 8.21% | 33.41% | |
| Financial Data & Stock Exchanges | 6.49% | 21.63% | |
| Insurance - Property & Casualty | 5.86% | 37.17% | |
| Insurance Brokers | 3.46% | 28.63% | |
| Insurance - Life | 2.68% | 15.15% | |
| Insurance - Specialty | 0.81% | 4.82% | |
| Mortgage Finance | 0.52% | -24.42% | |
| Insurance - Reinsurance | 0.47% | 6.51% | |
| Shell Companies | 0.13% | -61.87% | |
| Financial Conglomerates | 0.07% | -16.26% | |
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 |
|---|---|---|---|---|---|---|---|
| 456.51 | 513.00 | 10.02% | | | | Buy | |
| 241.17 | 228.44 | 8.25% | | | | Buy | |
| 318.66 | 322.89 | 6.28% | | | | Buy | |
| 532.20 | 551.33 | 4.97% | | | | Buy | |
| 44.34 | 46.82 | 4.51% | | | | Buy | |
| 71.11 | 67.34 | 2.41% | | | | Buy | |
| 126.76 | 116.92 | 2.26% | | | | Hold | |
| 576.18 | 552.51 | 2.22% | | | | Buy | |
| 301.05 | 276.16 | 2.16% | | | | Hold | |
| 174.01 | 167.58 | 2.15% | | | | 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 |
|---|---|---|---|---|
| 48.75 | 52.8B | 0.09% | | |
| 119.27 | 13.04B | 0.10% | | |
| 69.37 | 5.923B | 1.06% | | |
| 60.57 | 5.525B | 0.35% | | |
| 111.55 | 3.91B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 59.69 | 13.04B | 0.10% | | |
| 42.85 | 1.948B | 0.93% | | |
| 42.96 | 1.948B | 0.93% | | |
| 25.12 | 1.652B | 0.29% | | |
| 10.54 | 1.472B | 2.85% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Technical Assessment: Bullish in the Intermediate-Term
We are near the start of 2025, with two strong years for the U.S. stock market close to being in the books. But could 2025 include some mean reversion outside of the 50 states? To consider that, we'll start with a focus on the Emerging Markets ETF (EEM) and the iShares China-Large-Cap ETF (FXI). Whenever we talk about EEM and FXI, we first look at the technicals of the U.S. Dollar Index (USD). The two ETFs are highly negatively correlated with the USD and any consideration of these foreign ETFs must be associated with at least a "potential" negative outlook for USD. USD began its uptrend in 2011 and peaked in 2016. From 2015 until 2022, USD traced out a sideways, bullish consolidation and broke out in 2022. After peaking in September 2022, USD went sideways before taking off in September 2024 and racing higher from $100 to a recent top of $108. It appears USD has traced out a five-wave advance and has run into chart resistance in the $108 region. Interestingly, while the Commitment of Traders (COT) data turned bullish in September, it finally has backed off and is now neutral. In another week or two, it's possible the COT data will turn bearish on the USD. So the setup is there for a USD peak, which would help EEM and FXI. EEM peaked in 2007 at $38 and has done little since then. FXI peaked in 2007 at $49 and is still far below that level at $31. The S&P 500 has outperformed EEM since 2010 and the FXI since 2009. One can reasonably consider that long-term underperformance by these two ETFs might reverse some day and that it would certainly help if USD broke down from its current uptrend. (Mark Arbeter, CMT)
Daily – Vickers Top Insider Picks for 12/27/2024
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 12/27/2024
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 12/26/2024
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.
