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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
10.673T
Market Weight
15.44%
Industries
15
Companies
1406
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.02%
S&P 500
0.01%

YTD Return

Sector
6.98%
S&P 500
3.52%

1-Year Return

Sector
28.32%
S&P 500
23.45%

3-Year Return

Sector
27.21%
S&P 500
38.38%

5-Year Return

Sector
63.90%
S&P 500
81.43%

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%
6.98%
Banks - Diversified
20.50%
9.26%
Credit Services
16.22%
7.76%
Asset Management
14.46%
6.84%
Insurance - Diversified
10.88%
2.89%
Banks - Regional
9.34%
6.02%
Capital Markets
8.72%
14.20%
Financial Data & Stock Exchanges
6.38%
6.40%
Insurance - Property & Casualty
5.55%
1.08%
Insurance Brokers
3.53%
8.93%
Insurance - Life
2.51%
-0.58%
Insurance - Specialty
0.77%
0.14%
Mortgage Finance
0.54%
9.54%
Insurance - Reinsurance
0.41%
-8.83%
Shell Companies
0.12%
64.90%
Financial Conglomerates
0.07%
9.13%

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
479.59 499.33 9.85% 1.033T -0.19% +5.80%
Buy
276.59 266.98 8.86% 929.461B +0.10% +15.39%
Buy
353.81 371.73 6.53% 684.682B -0.51% +11.95%
Buy
564.76 615.70 4.94% 518.354B -0.27% +7.25%
Buy
46.96 52.60 4.47% 469.048B +1.36% +6.85%
Buy
79.98 84.38 2.54% 266.293B +1.43% +13.87%
Buy
660.55 646.19 2.38% 249.395B +1.79% +15.36%
Buy
138.95 137.33 2.32% 243.162B +1.54% +10.52%
Hold
311.04 315.78 2.09% 219.111B +1.15% +4.80%
Hold
84.61 91.29 2.03% 212.93B +3.06% +20.20%
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
51.80 53.77B 0.08% +7.18%
126.48 13.449B 0.09% +7.12%
63.89 5.012B 0.35% +5.87%
118.50 3.961B 0.39% +7.16%
71.40 3.508B 0.35% +9.26%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
63.38 13.449B 0.09% +7.13%
45.30 1.97B 0.93% +6.54%
45.41 1.97B 0.93% +6.52%
26.67 1.614B 0.29% +7.11%
191.52 1.488B 0.70% +5.43%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     

From the Community

Financial Services News