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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
1401
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
28.41%
S&P 500
23.48%

3-Year Return

Sector
29.39%
S&P 500
36.27%

5-Year Return

Sector
65.51%
S&P 500
83.92%

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%
45.20 1.824B 0.93% +6.30%
45.31 1.824B 0.93% +6.29%
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: 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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).

    Rating
    Price Target
     
  • 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
     

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