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
11.219T
Market Weight
14.29%
Industries
15
Companies
1494
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services
Day Return
Sector
0.42%
S&P 500
0.69%
YTD Return
Sector
3.52%
S&P 500
0.19%
1-Year Return
Sector
6.14%
S&P 500
12.46%
3-Year Return
Sector
48.89%
S&P 500
69.39%
5-Year Return
Sector
58.61%
S&P 500
78.24%
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% | -3.52% | |
| Banks - Diversified | 23.20% | -2.75% | |
| Credit Services | 14.50% | -8.98% | |
| Asset Management | 12.66% | -6.77% | |
| Insurance - Diversified | 11.08% | -1.06% | |
| Banks - Regional | 10.60% | 8.52% | |
| Capital Markets | 10.50% | -2.05% | |
| Financial Data & Stock Exchanges | 5.29% | -10.52% | |
| Insurance - Property & Casualty | 5.22% | -2.59% | |
| Insurance Brokers | 2.60% | -10.03% | |
| Insurance - Life | 2.43% | -1.07% | |
| Insurance - Specialty | 0.65% | -6.56% | |
| Mortgage Finance | 0.60% | -7.78% | |
| Insurance - Reinsurance | 0.42% | 2.46% | |
| Financial Conglomerates | 0.15% | -0.79% | |
| Shell Companies | 0.09% | 47.73% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return --
Market Weight --
YTD Return --
Banks - Diversified
0.67%
Credit Services
0.79%
Asset Management
-0.29%
Insurance - Diversified
0.06%
Banks - Regional
0.79%
Capital Markets
-0.07%
Financial Data & Stock Exchanges
0.61%
Insurance - Property & Casualty
0.61%
Insurance Brokers
Insurance - Life
<= -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 |
|---|---|---|---|---|---|---|---|
| 498.20 | 526.00 | 9.56% | 1.075T | +0.25% | -0.89% | Buy | |
| 310.79 | 344.52 | 9.29% | 1.044T | +0.89% | -3.55% | Buy | |
| 320.95 | 400.81 | 5.51% | 618.804B | +0.63% | -8.49% | Strong Buy | |
| 53.06 | 62.35 | 4.72% | 529.977B | +0.55% | -3.53% | Buy | |
| 526.41 | 662.06 | 4.18% | 469.788B | +1.18% | -7.79% | Strong Buy | |
| 922.24 | 959.20 | 3.10% | 348.197B | +0.61% | +4.92% | Hold | |
| 175.41 | 195.52 | 2.73% | 306.968B | +0.60% | -1.19% | Buy | |
| 116.00 | 135.43 | 2.60% | 291.926B | +0.39% | -0.59% | Buy | |
| 88.70 | 101.65 | 2.48% | 278.437B | +1.29% | -4.83% | Buy | |
| 172.47 | 238.91 | 2.16% | 242.867B | +1.04% | +1.16% | Buy |
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 |
|---|---|---|---|---|
| 52.49 | 55.286B | 0.08% | -4.16% | |
| 128.59 | 14.639B | 0.09% | -3.67% | |
| 87.08 | 6.099B | 0.35% | +3.31% | |
| 71.90 | 4.302B | 0.35% | +10.94% | |
| 125.34 | 4.221B | 0.38% | -2.78% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 64.46 | 14.639B | 0.09% | -3.62% | |
| 46.26 | 1.973B | 0.93% | -1.95% | |
| 46.44 | 1.973B | 0.93% | -1.96% | |
| 10.59 | 1.566B | 2.80% | +0.38% | |
| 10.36 | 1.566B | 2.80% | +0.39% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: American Express Company
American Express is a global financial institution, operating in about 130 countries, that provides consumers and businesses charge and credit card payment products. The company also operates a highly profitable merchant payment network. It operates in four segments: US consumer services, US commercial services, international card services, and global merchant and network services. In addition to payment products, the company's commercial business offers expense management tools, consulting services, and business loans.
RatingPrice TargetAnalyst Report: The Western Union Company
Western Union provides domestic and international money transfers through its global network of over 500,000 outside agents. The company handled almost 290 million transactions in 2024 and is the largest money transfer company in the world.
RatingPrice TargetAnalyst Report: Brookfield Asset Management Ltd.
Brookfield Asset Management is one of the world's largest alternative-asset managers, with USD 1.151 trillion in total managed assets, including USD 580.7 billion in fee-earning AUM, at the end of September 2025. The company has three main business segments: private credit (USD 349.0 billion in total AUM and USD 262.8 billion in fee-earning AUM), private equity (USD 151.0 billion/USD 46.3 billion), and real estate/real assets (USD 651.0 billion/USD 271.6 billion). The firm primarily serves institutional investors (90% of AUM) and high-net-worth individuals (10%), and is diversified globally, with 67% of revenue from the Americas, 20% from EMEA, and 13% from Asia-Pacific. Canadian-based Brookfield Corporation owns 73% of Brookfield's outstanding Class A shares.
RatingPrice TargetAnalyst 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 Target
