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: Ameriprise Financial, Inc.
Ameriprise Financial is a major player in the US market for asset and wealth management, with around $1.4 trillion in total assets under management and administration at the end of 2023. With about 10,000 advisors, Ameriprise has one of the largest branded advisor networks in the industry. About 80% of the company's revenue comes from its asset and wealth management segments. Ameriprise has reduced its exposure to insurance with the sale of its auto and home insurance business in 2019 and discontinuing the sale of proprietary fixed annuities in 2020.
RatingPrice TargetAnalyst Report: Prudential Financial, Inc.
Prudential Financial is a large, diversified insurance company offering annuities, life insurance, retirement plan services, and asset management products. While it operates in a number of countries, the vast majority of revenue is generated in the United States and Japan. The company’s investment management business, PGIM, contributes approximately 10% of its earnings and has around $1.3 trillion in assets under management. The US businesses are responsible for about 50% of earnings and can be classified into Institutional Retirement Strategies, Individual Retirement Strategies, Group Insurance, Individual Life Insurance, and Assurance IQ. Finally, the international business segment of the company contributes approximately 40% of earnings with a strong market position in Japan.
RatingPrice TargetAnalyst Report: Synchrony Financial
Synchrony Financial, originally a spinoff of GE Capital's retail financing business, is the largest provider of private-label credit cards in the United States by both outstanding receivables and purchasing volume. Synchrony partners with other firms to market its credit products in their physical stores as well as on their websites and mobile applications. Synchrony operates through three segments: retail card (private-label and co-branded general-purpose credit cards), payment solutions (promotional financing for large ticket purchases), and CareCredit (financing for elective healthcare procedures).
RatingPrice TargetAnalyst 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.
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