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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
10.561T
Market Weight
15.49%
Industries
15
Companies
1405
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.04%
S&P 500
0.47%

YTD Return

Sector
5.86%
S&P 500
2.24%

1-Year Return

Sector
29.47%
S&P 500
23.48%

3-Year Return

Sector
29.39%
S&P 500
36.27%

5-Year Return

Sector
67.02%
S&P 500
84.50%

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%
5.86%
Banks - Diversified
20.43%
7.75%
Credit Services
16.15%
6.14%
Asset Management
14.49%
5.93%
Insurance - Diversified
11.06%
3.45%
Banks - Regional
9.41%
5.77%
Capital Markets
8.55%
10.77%
Financial Data & Stock Exchanges
6.31%
4.06%
Insurance - Property & Casualty
5.60%
0.96%
Insurance Brokers
3.36%
2.65%
Insurance - Life
2.66%
4.41%
Insurance - Specialty
0.80%
3.47%
Mortgage Finance
0.54%
8.00%
Insurance - Reinsurance
0.45%
-1.63%
Shell Companies
0.12%
67.09%
Financial Conglomerates
0.07%
5.52%

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
469.26 499.33 9.73% 1.011T -0.15% +3.53%
Buy
266.58 264.12 8.62% 895.823B -0.21% +11.21%
Buy
335.88 342.56 6.26% 649.985B +0.42% +6.28%
Buy
548.80 571.41 4.85% 503.706B +0.26% +4.22%
Buy
46.75 52.02 4.50% 466.951B -0.19% +6.37%
Buy
78.37 82.95 2.51% 260.932B +0.63% +11.57%
Buy
138.71 135.50 2.34% 242.743B +0.12% +10.33%
Hold
637.38 635.52 2.32% 240.647B -0.07% +11.31%
Buy
185.38 179.14 2.16% 224.844B -0.11% +7.52%
Buy
315.25 310.98 2.14% 222.076B -0.56% +6.22%
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
51.28 48.231B 0.09% +6.10%
125.45 12.43B 0.10% +6.25%
52.29 5.368B 1.06% -21.24%
63.61 5.103B 0.35% +5.40%
117.82 3.582B 0.39% +6.55%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
62.83 12.43B 0.10% +6.20%
45.14 1.824B 0.93% +6.16%
45.25 1.824B 0.93% +6.15%
26.48 1.535B 0.29% +6.35%
10.38 1.452B 2.85% +0.39%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: The Progressive Corporation

    Progressive underwrites private and commercial auto insurance and specialty lines; it has almost 20 million personal auto policies in force and is one of the largest auto insurers in the United States. Progressive markets its policies through independent insurance agencies in the US and Canada and directly via the internet and telephone. Its premiums are split roughly equally between the agent and the direct channel. The company also offers commercial auto policies and entered homeowners insurance through an acquisition in 2015.

    Rating
    Price Target
     
  • Analyst Report: MSCI Inc.

    MSCI has described its mission as enabling investors to build better portfolios for a better world. MSCI’s largest and most profitable segment is its index segment, where it provides benchmarking to asset managers and asset owners. In addition, it boasts over $1.4 trillion in ETF assets linked to MSCI indexes. The MSCI analytics segment provides portfolio management and risk management analytics software to asset managers and asset owners. MSCI’s all other segment was broken out into ESG and climate and private assets segments in 2021. In ESG and climate, MSCI provides ESG data to the investment industry. In private assets, MSCI provides real restate reporting, market data, benchmarking, and analytics to investors and real estate managers.

    Rating
    Price Target
     
  • Analyst Report: Chubb Limited

    ACE acquired Chubb in the first quarter of 2016 and assumed the Chubb name. The combination made the new Chubb one of the largest domestic property and casualty insurers, with operations in 54 countries spanning commercial and personal P&C insurance, reinsurance, and life insurance.

    Rating
    Price Target
     
  • Analyst Report: Nasdaq, Inc.

    Founded in 1971, Nasdaq is primarily known for its equity exchange, but in addition to its market-services business (about 35% of sales), the company sells and distributes market data as well as offers Nasdaq-branded indexes to asset managers and investors through its information-services segment (30%). Nasdaq's corporate-services business (20%) offers listing services and related investor relations products to publicly traded companies and through the company's market technology group (15%), Nasdaq facilitates the exchange operations of other exchanges throughout the world and provides financial compliance services.

    Rating
    Price Target
     

From the Community

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