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
11.351T
Market Weight
14.75%
Industries
15
Companies
1500
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services
Day Return
Sector
0.11%
S&P 500
0.19%
YTD Return
Sector
13.79%
S&P 500
16.31%
1-Year Return
Sector
8.70%
S&P 500
12.88%
3-Year Return
Sector
58.41%
S&P 500
68.74%
5-Year Return
Sector
77.59%
S&P 500
86.09%
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% | 13.79% | |
| Banks - Diversified | 22.49% | 27.48% | |
| Credit Services | 15.27% | 7.85% | |
| Asset Management | 13.33% | 4.75% | |
| Insurance - Diversified | 10.70% | 7.58% | |
| Capital Markets | 10.57% | 47.22% | |
| Banks - Regional | 9.34% | 12.78% | |
| Financial Data & Stock Exchanges | 5.77% | 2.33% | |
| Insurance - Property & Casualty | 5.44% | 5.34% | |
| Insurance Brokers | 2.76% | -9.45% | |
| Insurance - Life | 2.37% | -0.11% | |
| Insurance - Specialty | 0.69% | -4.15% | |
| Mortgage Finance | 0.66% | 43.35% | |
| Insurance - Reinsurance | 0.38% | -9.66% | |
| Financial Conglomerates | 0.16% | 142.76% | |
| Shell Companies | 0.08% | 16.63% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return --
Market Weight --
YTD Return --
Banks - Diversified
0.57%
Credit Services
0.56%
Asset Management
0.58%
Insurance - Diversified
0.16%
Capital Markets
-0.42%
Banks - Regional
-0.84%
Financial Data & Stock Exchanges
-0.13%
Insurance - Property & Casualty
-1.15%
Insurance Brokers
<= -3
-2
-1
0
1
2
>= 3
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 | 9.62% | | | | Buy | |
| | 328.04 | 9.36% | | | | Buy | |
| | 394.43 | 5.68% | | | | Buy | |
| | 58.90 | 4.76% | | | | Buy | |
| | 656.51 | 4.36% | | | | Buy | |
| | 802.53 | 2.85% | | | | Hold | |
| | 169.52 | 2.73% | | | | Buy | |
| | 93.71 | 2.54% | | | | Buy | |
| | 114.29 | 2.42% | | | | 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% | | |
| | 14.249B | 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 |
|---|---|---|---|---|
| | 14.249B | 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: Invesco Ltd.
Invesco provides investment-management services to retail (70% of managed assets) and institutional (30%) clients. At the end of September 2025, the firm had $2.125 trillion in assets under management spread among its equity (60% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (10%) operations. Passive products account for 47% of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
RatingPrice TargetAnalyst Report: Banco Bradesco S.A.
Banco Bradesco is Brazil's second-largest private bank, with about 10%-15% of deposits, and the largest insurance provider in Brazil, with roughly 20%-25% market share. The bank is majority controlled by the Bradesco foundation—a private nonprofit institution focused on education. The bank is also a major asset manager with high-single-digit market share. In 2016, Bradesco acquired the Brazilian operations of HSBC.
RatingPrice TargetAnalyst Report: FactSet Research Systems Inc.
FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.
RatingPrice TargetDaily – Vickers Top Buyers & Sellers for 12/05/2025
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.
