
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% | 13.97% | |
| Banks - Diversified | 22.56% | 28.10% | |
| Credit Services | 15.03% | 6.35% | |
| Asset Management | 13.28% | 4.53% | |
| Capital Markets | 10.73% | 49.70% | |
| Insurance - Diversified | 10.60% | 6.78% | |
| Banks - Regional | 9.43% | 14.12% | |
| Financial Data & Stock Exchanges | 5.76% | 2.21% | |
| Insurance - Property & Casualty | 5.47% | 6.04% | |
| Insurance Brokers | 2.79% | -8.28% | |
| Insurance - Life | 2.36% | -0.44% | |
| Insurance - Specialty | 0.69% | -4.61% | |
| Mortgage Finance | 0.68% | 47.53% | |
| Insurance - Reinsurance | 0.38% | -8.63% | |
| Financial Conglomerates | 0.16% | 149.14% | |
| Shell Companies | 0.08% | 16.76% | |
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 |
|---|---|---|---|---|---|---|---|
| | 528.67 | 9.59% | | | | Buy | |
| | 328.09 | 9.38% | | | | Buy | |
| | 394.43 | 5.61% | | | | Buy | |
| | 58.90 | 4.78% | | | | Buy | |
| | 656.51 | 4.33% | | | | Buy | |
| | 802.53 | 2.79% | | | | Hold | |
| | 169.57 | 2.70% | | | | Buy | |
| | 93.71 | 2.55% | | | | Buy | |
| | 114.33 | 2.40% | | | | Buy | |
| | 351.87 | 2.28% | | | | Hold |
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 |
|---|---|---|---|---|
| | 51.867B | 0.08% | | |
| | 14.236B | 0.09% | | |
| | 5.585B | 0.35% | | |
| | 4.278B | 1.05% | | |
| | 4.161B | 0.38% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| | 14.236B | 0.09% | | |
| | 1.922B | 0.93% | | |
| | 1.922B | 0.93% | | |
| | 1.58B | 2.81% | | |
| | 1.58B | 2.81% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Blue Owl Capital Inc.
Blue Owl Capital is one of the world's largest alternative-asset managers, $295.6 billion in total managed assets, including $183.8 billion in fee-earning AUM, at the end of September 2025. The company has three core business segments: global private equity, (with $68.8 billion in total AUM and $40.2 billion in fee-earning AUM), private credit ($152.1 billion/$97.3 billion), and real estate/real assets ($74.7 billion/$46.3 billion). The firm primarily serves institutional investors (68% of AUM) and high-net-worth individuals (32%). The firm operates through more than 20 offices in the Americas, and the EMEA and Asia-Pacific regions.
RatingPrice TargetTechnical Assessment: Bullish in the Intermediate-Term
The major indices appear to be in short-term consolidation mode following the November month-end surge. In other words, prices look like they are tracing out small bull flags so as to work off some short-term overbought conditions before a possible run at the all-time highs (ATHs) from the end of October. A completion of the flags likely would take the majors into ATH territory, as the recent price pause is just under the prior highs. The indices also look like they are tracing out bullish inverse head-and-shoulders formations and possibly cup-with-handle patterns. For now, it looks like we will see new highs before this already positive year is finished. There are a number of breadth indicators that are close to completing bullish thrusts. As we have said, breadth thrusts are much more typical after big pullbacks, corrections, or bear markets -- and not with prices already so close to all-time highs. In our view, the thrusts themselves are not necessary as we think the current breadth stats are strong enough (considering that the major indices have barely pulled back during the recent setback). Funds have come back into stocks quickly and the areas of accumulation have been broader than what occurred over the past few years. Widening our viewing to the weekly charts, there isn't much to not like. The S&P 500 remains between the middle and upper weekly Bollinger Bands (where the most-consistent uptrends occur), the 13-week exponential is above the 26-week (which is above the 40-week), and weekly momentum is not even close to extreme overbought territory. (Mark Arbeter, CMT)
Daily – Vickers Top Insider Picks for 12/04/2025
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 12/04/2025
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.

















