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
10.932T
Market Weight
13.96%
Industries
15
Companies
1493
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services
Day Return
Sector
0.00%
S&P 500
0.77%
YTD Return
Sector
5.98%
S&P 500
0.09%
1-Year Return
Sector
4.93%
S&P 500
14.58%
3-Year Return
Sector
48.37%
S&P 500
71.72%
5-Year Return
Sector
53.03%
S&P 500
79.93%
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% | -5.98% | |
| Banks - Diversified | 22.98% | -6.10% | |
| Credit Services | 14.16% | -13.40% | |
| Asset Management | 12.73% | -8.66% | |
| Insurance - Diversified | 11.32% | -1.50% | |
| Capital Markets | 10.61% | -3.55% | |
| Banks - Regional | 10.36% | 3.36% | |
| Financial Data & Stock Exchanges | 5.45% | -10.07% | |
| Insurance - Property & Casualty | 5.39% | -1.94% | |
| Insurance Brokers | 2.63% | -11.35% | |
| Insurance - Life | 2.42% | -4.11% | |
| Insurance - Specialty | 0.65% | -7.97% | |
| Mortgage Finance | 0.61% | -8.94% | |
| Insurance - Reinsurance | 0.43% | 1.84% | |
| Financial Conglomerates | 0.15% | -4.76% | |
| Shell Companies | 0.10% | 46.28% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return --
Market Weight --
YTD Return --
Banks - Diversified
0.05%
Credit Services
-0.15%
Asset Management
0.07%
Insurance - Diversified
0.11%
Capital Markets
-0.01%
Banks - Regional
-0.28%
Financial Data & Stock Exchanges
-0.01%
Insurance - Property & Casualty
-0.14%
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 |
|---|---|---|---|---|---|---|---|
| 494.51 | 526.00 | 9.77% | 1.067T | +0.09% | -1.62% | Buy | |
| 297.30 | 344.52 | 9.14% | 999.056B | -0.12% | -7.73% | Buy | |
| 307.22 | 400.81 | 5.42% | 592.332B | +0.23% | -12.40% | Strong Buy | |
| 50.41 | 62.52 | 4.61% | 503.508B | -1.29% | -8.35% | Buy | |
| 498.00 | 662.06 | 4.07% | 444.434B | +0.40% | -12.77% | Strong Buy | |
| 902.27 | 959.20 | 3.12% | 340.657B | +1.12% | +2.65% | Hold | |
| 168.79 | 195.52 | 2.70% | 295.382B | +1.19% | -4.92% | Buy | |
| 109.56 | 134.77 | 2.52% | 275.719B | -1.07% | -6.11% | Buy | |
| 84.57 | 101.65 | 2.43% | 265.472B | -0.68% | -9.26% | Buy | |
| 170.65 | 238.91 | 2.20% | 240.304B | +0.04% | +0.09% | 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 |
|---|---|---|---|---|
| 50.98 | 55.286B | 0.08% | -6.92% | |
| 124.82 | 14.639B | 0.09% | -6.49% | |
| 83.10 | 6.099B | 0.35% | -1.41% | |
| 68.67 | 4.302B | 0.35% | +5.96% | |
| 122.35 | 4.221B | 0.38% | -5.10% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 62.54 | 14.639B | 0.09% | -6.49% | |
| 44.81 | 1.973B | 0.93% | -5.02% | |
| 44.98 | 1.973B | 0.93% | -5.05% | |
| 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
Daily – Vickers Top Insider Picks for 02/25/2026
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 02/25/2026
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.
Analyst Report: Bank of America Corporation
Bank of America is one of the largest financial institutions in the United States, with more than $3.4 trillion in assets. It is organized into four major segments: consumer banking, global wealth and investment management, global banking, and global markets. Bank of America's consumer-facing lines of business include its network of branches and deposit-gathering operations, retail lending products, credit and debit cards, and small-business services. The company's Merrill Lynch operations provide brokerage and wealth-management services, as does its private bank. Wholesale lines of business include investment banking, corporate and commercial real estate lending, and capital markets operations. Bank of America has operations in several countries but is primarily US-focused.
RatingPrice TargetAnalyst Report: TransUnion
TransUnion, along with Equifax and Experian, is one of the three leading credit bureaus in the United States, providing the consumer information that is the basis for granting credit. The company also provides fraud detection, marketing, and analytical services. TransUnion operates in over 30 countries. About 20%-25% of its revenue comes from international markets.
RatingPrice Target
