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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
10.522T
Market Weight
15.40%
Industries
15
Companies
1402
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.36%
S&P 500
0.72%

YTD Return

Sector
5.48%
S&P 500
2.22%

1-Year Return

Sector
30.28%
S&P 500
21.77%

3-Year Return

Sector
25.72%
S&P 500
34.85%

5-Year Return

Sector
62.85%
S&P 500
81.06%

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%
5.48%
Banks - Diversified
20.36%
7.00%
Credit Services
16.25%
6.42%
Asset Management
14.23%
3.64%
Insurance - Diversified
11.02%
2.74%
Banks - Regional
9.48%
6.10%
Capital Markets
8.60%
11.07%
Financial Data & Stock Exchanges
6.37%
4.60%
Insurance - Property & Casualty
5.61%
0.65%
Insurance Brokers
3.51%
6.70%
Insurance - Life
2.62%
2.31%
Insurance - Specialty
0.81%
4.00%
Mortgage Finance
0.52%
5.08%
Insurance - Reinsurance
0.44%
-3.42%
Shell Companies
0.12%
65.82%
Financial Conglomerates
0.07%
0.62%

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
467.49 499.33 9.73% 1.007T +0.62% +3.13%
Buy
267.94 265.55 8.70% 900.394B +0.42% +11.78%
Buy
345.15 366.34 6.45% 667.924B -0.19% +9.21%
Buy
559.11 605.97 4.96% 513.168B -0.86% +6.18%
Buy
46.71 52.43 4.51% 466.551B +1.08% +6.28%
Buy
79.47 83.71 2.56% 264.595B +1.70% +13.14%
Buy
634.18 646.19 2.31% 239.438B +0.29% +10.75%
Buy
136.77 137.33 2.31% 239.348B -0.28% +8.79%
Hold
315.83 313.18 2.15% 222.485B -0.22% +6.42%
Hold
170.83 184.95 2.00% 207.196B -1.56% -0.92%
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
51.14 48.231B 0.09% +5.81%
125.01 12.43B 0.10% +5.88%
47.85 5.368B 1.06% -27.93%
64.05 5.103B 0.35% +6.13%
117.13 3.582B 0.39% +5.92%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
62.62 12.43B 0.10% +5.85%
44.77 1.824B 0.93% +5.29%
44.88 1.824B 0.93% +5.28%
26.41 1.535B 0.29% +6.06%
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: PayPal Holdings Inc

    Spun off from eBay in July 2015, PayPal is a technology platform company that enables digital and mobile payments on behalf of consumers and merchants worldwide. It accepts payments from merchant websites, mobile devices and applications, and at offline retail locations through its PayPal, PayPal Credit, Venmo, and Braintree products. PayPal processes transactions in more than 200 markets and in more than 100 currencies. It also allows customers to withdraw funds from bank accounts in 56 currencies and hold balances in PayPal accounts in 25 currencies.

    Rating
    Price Target
     
  • Market Digest: NLY, CHD, DHR, EL, VIAV, LMT, XRX, XYL, PYPL

    The stock market got back to its winning ways on Tuesday as the tariff scare faded. That means DeepSeek AI must be really old news. In a bull market, stocks often deal with difficult news and then move higher. The advance was fairly broad, with the S&P 500 (SPX) rising 0.7%, the S&P 100 up 0.9%, and the Nasdaq and Nasdaq 100 tacking on 1.3%. The S&P MidCap 400 added 0.6%, while the S&P SmallCap 600 jumped 1.2%. Turning to sectors, it was a minor risk-on day, with Energy, Information Technology, Consumer Discretionary, and Communication Services rising between 0.9% and 2%, Utilities, Consumer Staples, Financial, and Healthcare were down 0.3% to 0.9%. One of our recent themes has been a break in the U.S. Dollar (USD) and bullish implications for emerging markets. USD topped on January 13 and broke its uptrend on January 21, with the initial pullback falling from $110 to $106.80. The greenback snapped back to $109.75 on February 3, but failed right at former trendline support. USD closed at $108 on Tuesday and appears to be tracing out a double top. The dollar peak coincided with a peak in Treasury yields across the curve. The Commitment of Traders (COT) data was a big reason we were cautious on the greenback. The iShares Emerging Markets (EEM) bottomed on January 13 and broke its downtrend off the October 7 peak. We have seen a five-day/13-day exponential moving average (EMA) crossover buy signal and a completed small inverse head-and-shoulders formation. Emerging markets are highly, negatively correlated with USD. The iShares China Large-Cap (FXI) bottomed On January 10 and a break over $33.25 will complete a small base. It would be nice if some other global markets came to life.

     
  • Daily – Vickers Top Insider Picks for 02/05/2025

    The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

     
  • Daily – Vickers Top Buyers & Sellers for 02/05/2025

    The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

     

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