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% | 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
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 |
|---|---|---|---|---|---|---|---|
| | 499.33 | 9.73% | | | | Buy | |
| | 264.12 | 8.62% | | | | Buy | |
| | 342.56 | 6.26% | | | | Buy | |
| | 571.41 | 4.85% | | | | Buy | |
| | 52.02 | 4.50% | | | | Buy | |
| | 82.95 | 2.51% | | | | Buy | |
| | 135.50 | 2.34% | | | | Hold | |
| | 635.52 | 2.32% | | | | Buy | |
| | 179.14 | 2.16% | | | | Buy | |
| | 310.98 | 2.14% | | | | 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 |
|---|---|---|---|---|
| | 48.231B | 0.09% | | |
| | 12.43B | 0.10% | | |
| | 5.368B | 1.06% | | |
| | 5.103B | 0.35% | | |
| | 3.582B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| | 12.43B | 0.10% | | |
| | 1.824B | 0.93% | | |
| | 1.824B | 0.93% | | |
| | 1.535B | 0.29% | | |
| | 1.452B | 2.85% | |
Financial Services Research
View MoreDiscover 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
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