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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
9.973T
Market Weight
15.01%
Industries
15
Companies
1397
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.14%
S&P 500
1.11%

YTD Return

Sector
0.03%
S&P 500
0.04%

1-Year Return

Sector
24.02%
S&P 500
25.80%

3-Year Return

Sector
16.82%
S&P 500
25.83%

5-Year Return

Sector
57.68%
S&P 500
81.65%

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%
-0.03%
Banks - Diversified
20.42%
1.68%
Credit Services
15.97%
-0.90%
Asset Management
14.35%
-0.91%
Insurance - Diversified
11.29%
-0.25%
Banks - Regional
9.49%
0.71%
Capital Markets
8.29%
1.48%
Financial Data & Stock Exchanges
6.34%
-1.33%
Insurance - Property & Casualty
5.77%
-1.82%
Insurance Brokers
3.40%
-1.96%
Insurance - Life
2.69%
-0.32%
Insurance - Specialty
0.80%
-2.15%
Mortgage Finance
0.50%
-5.25%
Insurance - Reinsurance
0.49%
1.47%
Shell Companies
0.13%
71.83%
Financial Conglomerates
0.07%
-0.34%

Note: Percentage % data on heatmap indicates Day Return

Largest Companies in This Sector

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Table View
Heatmap View
Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
452.92 513.00 10.00% 975.911B +0.33% -0.08%
Buy
243.17 228.44 8.37% 817.156B +0.96% +1.44%
Buy
311.67 322.89 6.18% 603.134B -0.44% -1.38%
Buy
511.40 551.33 4.81% 469.379B -0.10% -2.88%
Buy
46.08 46.82 4.72% 460.259B +1.50% +4.85%
Buy
71.59 67.34 2.44% 238.358B -0.61% +1.92%
Buy
126.88 116.92 2.28% 222.04B -1.37% +0.92%
Hold
580.12 552.51 2.24% 219.028B -0.56% +1.31%
Buy
302.02 276.16 2.18% 212.756B +0.05% +1.76%
Hold
171.34 167.58 2.13% 207.815B -1.97% -0.63%
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
48.33 48.231B 0.09% 0.00%
118.27 12.43B 0.10% +0.17%
71.71 5.368B 1.06% +8.01%
60.11 5.103B 0.35% -0.40%
110.98 3.582B 0.39% +0.36%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
59.22 12.43B 0.10% +0.10%
42.66 1.824B 0.93% +0.33%
42.77 1.824B 0.93% +0.33%
24.94 1.535B 0.29% +0.16%
10.56 1.452B 2.85% +0.09%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Daily – Vickers Top Buyers & Sellers for 01/08/2025

    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 01/08/2025

    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.

     
  • Analyst Report: The Bank of Nova Scotia

    Bank of Nova Scotia is a global financial services provider. The bank has five business segments: Canadian banking, international banking, global wealth management, global banking and markets, and other. It offers a range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. The bank's international operations span numerous countries and are more concentrated in Central and South America.

    Rating
    Price Target
     
  • Analyst Report: Itaú Unibanco Holding S.A.

    Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 33% and 44%% of the bank's total loans, respectively, while foreign loans account for 23% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.

    Rating
    Price Target
     

From the Community

Financial Services News