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% | 6.33% | |
| Banks - Diversified | 20.38% | 7.97% | |
| Credit Services | 16.28% | 7.45% | |
| Asset Management | 14.46% | 6.19% | |
| Insurance - Diversified | 10.97% | 3.04% | |
| Banks - Regional | 9.44% | 6.59% | |
| Capital Markets | 8.59% | 11.82% | |
| Financial Data & Stock Exchanges | 6.37% | 5.52% | |
| Insurance - Property & Casualty | 5.54% | 0.22% | |
| Insurance Brokers | 3.38% | 3.61% | |
| Insurance - Life | 2.64% | 3.80% | |
| Insurance - Specialty | 0.80% | 3.94% | |
| Mortgage Finance | 0.53% | 7.48% | |
| Insurance - Reinsurance | 0.44% | -2.70% | |
| Shell Companies | 0.12% | 67.13% | |
| Financial Conglomerates | 0.07% | 4.18% | |
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 | 9.69% | | | | Buy | |
| | 265.55 | 8.62% | | | | Buy | |
| | 357.14 | 6.35% | | | | Buy | |
| | 589.24 | 4.89% | | | | Buy | |
| | 52.31 | 4.44% | | | | Buy | |
| | 83.29 | 2.52% | | | | Buy | |
| | 136.61 | 2.32% | | | | Hold | |
| | 635.52 | 2.32% | | | | Buy | |
| | 312.58 | 2.15% | | | | Hold | |
| | 184.65 | 2.06% | | | | Buy |
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: Janus Henderson Group plc
Janus Henderson Group provides investment management services to retail intermediary (56% of managed assets), self-directed (23%) and institutional (21%) clients. At the end of September 2024, active equities (63%), fixed-income (21%), multi-asset (14%) and alternative (2%) investment platforms constituted the company's $382.3 billion in assets under management. Janus Henderson sources most of its managed assets from clients in North America (61%), with customers from Europe, the Middle East, Africa, and Latin America (29%) and the Asia-Pacific region (10%) accounting for the remainder.
RatingPrice TargetAnalyst Report: Bread Financial Holdings, Inc.
Formed by a combination of JCPenney’s credit card processing unit and The Limited’s credit card bank business, Bread Financial is a provider of private-label and co-branded credit cards, loyalty programs, and marketing services. The company’s most financially significant unit is its credit card business that partners with retailers to jointly market Bread’s credit cards to their customers. The company also retains a minority interest in spun-off LoyaltyOne, which operates the largest airline miles loyalty program in Canada and offers marketing services to grocery chains in Europe and Asia.
RatingPrice TargetAnalyst Report: Visa Inc
Visa Inc. operates the world's largest electronic payments network, providing processing services and payment product platforms, including credit, debit, prepaid, and commercial payments, under the brands Visa, Visa Electron, Interlink, and PLUS. Visa/PLUS is one of the world's largest ATM networks, offering cash access in local currency in more than 200 countries and territories.
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