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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
10.608T
Market Weight
15.53%
Industries
15
Companies
1405
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.24%
S&P 500
0.50%

YTD Return

Sector
6.33%
S&P 500
2.26%

1-Year Return

Sector
30.90%
S&P 500
22.65%

3-Year Return

Sector
26.28%
S&P 500
36.30%

5-Year Return

Sector
69.68%
S&P 500
85.92%

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%
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

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
468.67 499.33 9.69% 1.01T -0.78% +3.40%
Buy
267.30 265.55 8.62% 898.243B -0.35% +11.51%
Buy
341.80 357.14 6.35% 661.441B -0.36% +8.15%
Buy
555.43 589.24 4.89% 509.791B -1.87% +5.48%
Buy
46.30 52.31 4.44% 462.456B -0.90% +5.35%
Buy
78.80 83.29 2.52% 262.364B -0.03% +12.19%
Buy
138.43 136.61 2.32% 242.252B -0.42% +10.11%
Hold
640.40 635.52 2.32% 241.787B -0.82% +11.84%
Buy
317.45 312.58 2.15% 223.626B -0.47% +6.96%
Hold
177.11 184.65 2.06% 214.813B -0.38% +2.72%
Buy

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
51.47 48.231B 0.09% +6.50%
125.88 12.43B 0.10% +6.61%
49.06 5.368B 1.06% -26.10%
64.16 5.103B 0.35% +6.31%
118.11 3.582B 0.39% +6.81%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
63.06 12.43B 0.10% +6.59%
45.25 1.824B 0.93% +6.42%
45.37 1.824B 0.93% +6.43%
26.56 1.535B 0.29% +6.67%
10.60 1.452B 2.85% +0.47%

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: 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     

From the Community

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