Financial Services Stock Performance

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

Companies

1405

Financial Services S&P 500 ^GSPC

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9/21 12:03 PM

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

30.27%

S&P 500

22.65%

3-Year Return

Sector

28.08%

S&P 500

36.30%

5-Year Return

Sector

68.38%

S&P 500

85.92%

Note: Sector performance is calculated based on the previous closing price of all sector constituents

Select an Industry for a Visual Breakdown

Industry	Market Weight
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

Insurance - Diversified

Financial Data & Stock Exchanges

0.11%

Insurance - Property & Casualty

Insurance - Specialty

2.66%

Mortgage Finance

0.47%

Insurance - Reinsurance

0.07%

Shell Companies

81.66%

Financial Conglomerates

0.17%

<= -3

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table Table View

heatmap Heatmap View

Name	Last Price	1Y Target Est.	Market Weight	Market Cap	Day Change %	YTD Return	Avg. Analyst Rating
BRK-B Berkshire Hathaway Inc.	468.67	499.33	9.69%	1.01T	-0.78%	+3.40%	Buy
JPM JPMorgan Chase & Co.	267.30	265.55	8.62%	898.243B	-0.35%	+11.51%	Buy
V Visa Inc.	341.80	365.86	6.35%	661.441B	-0.36%	+8.15%	Buy
MA Mastercard Incorporated	555.43	601.64	4.89%	509.791B	-1.87%	+5.48%	Buy
BAC Bank of America Corporation	46.30	52.31	4.44%	462.456B	-0.90%	+5.35%	Buy
WFC Wells Fargo & Company	78.80	83.29	2.52%	262.364B	-0.03%	+12.19%	Buy
MS Morgan Stanley	138.43	137.33	2.32%	242.252B	-0.42%	+10.11%	Hold
GS The Goldman Sachs Group, Inc.	640.40	643.38	2.32%	241.787B	-0.82%	+11.84%	Buy
AXP American Express Company	317.45	312.58	2.15%	223.626B	-0.47%	+6.96%	Hold
BX Blackstone Inc.	177.11	184.65	2.06%	214.813B	-0.38%	+2.72%	Buy

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

Name	Last Price	Net Assets	Expense Ratio	YTD Return
XLF SPDR Select Sector Fund - Finan	51.47	48.231B	0.09%	+6.50%
VFH Vanguard Financials ETF	125.88	12.43B	0.10%	+6.61%
NVDL GraniteShares 2x Long NVDA Dail	49.03	5.368B	1.06%	-26.15%
KRE SPDR S&P Regional Banking ETF	64.16	5.103B	0.35%	+6.31%
IYF iShares U.S. Financial ETF	118.11	3.582B	0.39%	+6.81%

Name	Last Price	Net Assets	Expense Ratio	YTD Return
VFAIX Vanguard Financial Index Fund A	63.06	12.43B	0.10%	+6.59%
TFIFX T. Rowe Price Financial Service	45.25	1.824B	0.93%	+6.42%
PRISX T. Rowe Price Financial Service	45.37	1.824B	0.93%	+6.43%
0P000152G3 First Trust Merger Arbitrage Fu	10.58	1.619B	1.78%	+1.54%
0P000152G4 First Trust Merger Arbitrage Fu	10.79	1.619B	1.78%	+1.51%