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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
10.963T
Market Weight
14.01%
Industries
15
Companies
1500
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.05%
S&P 500
0.43%

YTD Return

Sector
5.72%
S&P 500
0.25%

1-Year Return

Sector
3.03%
S&P 500
15.49%

3-Year Return

Sector
48.61%
S&P 500
73.27%

5-Year Return

Sector
55.48%
S&P 500
76.30%

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%
-5.72%
Banks - Diversified
22.85%
-6.38%
Credit Services
14.40%
-11.72%
Asset Management
12.47%
-10.25%
Insurance - Diversified
11.51%
0.38%
Capital Markets
10.43%
-4.96%
Banks - Regional
10.03%
0.37%
Financial Data & Stock Exchanges
5.70%
-5.72%
Insurance - Property & Casualty
5.50%
0.28%
Insurance Brokers
2.77%
-6.40%
Insurance - Life
2.38%
-5.11%
Insurance - Specialty
0.66%
-6.34%
Mortgage Finance
0.62%
-7.40%
Insurance - Reinsurance
0.43%
1.47%
Financial Conglomerates
0.15%
-5.53%
Shell Companies
0.10%
52.93%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Banks - Diversified
-0.07%
Credit Services
-0.19%
Asset Management
0.27%
Insurance - Diversified
0.14%
Capital Markets
0.59%
Banks - Regional
-0.66%
Financial Data & Stock Exchanges
-0.04%
Insurance - Property & Casualty
0.15%
Insurance Brokers
0.20%
Insurance - Life
0.15%
Insurance - Specialty
0.13%
Mortgage Finance
0.10%
Insurance - Reinsurance
0.04%
Financial Conglomerates
-0.05%
Shell Companies
61.30%

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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
504.95 526.00 9.94% 1.089T +0.45% +0.46%
Buy
300.30 344.35 9.21% 1.009T -1.90% -6.80%
Buy
320.14 400.81 5.63% 617.243B +1.09% -8.72%
Strong Buy
49.83 62.52 4.54% 497.714B -4.72% -9.40%
Buy
517.21 662.06 4.21% 461.578B +0.47% -9.40%
Strong Buy
859.57 959.20 2.96% 324.536B -7.47% -2.21%
Hold
166.51 195.52 2.66% 291.392B -6.19% -6.21%
Buy
110.19 134.77 2.53% 277.304B -5.16% -5.57%
Buy
81.45 101.65 2.33% 255.678B -5.62% -12.61%
Buy
167.23 238.68 2.15% 235.488B -1.53% -1.91%
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
51.43 55.286B 0.08% -6.10%
125.56 14.639B 0.09% -5.94%
81.86 6.099B 0.35% -2.88%
66.77 4.302B 0.35% +3.02%
122.61 4.221B 0.38% -4.90%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
62.95 14.639B 0.09% -5.88%
44.79 1.973B 0.93% -5.07%
44.95 1.973B 0.93% -5.11%
10.59 1.566B 2.80% +0.38%
10.36 1.566B 2.80% +0.39%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Banco de Chile

    Operating under three separate brand names (Banco de Chile, Banco Edwards-Citi, and Banco CrediChile), Banco de Chile is the second largest in the country by loans and third largest by deposits. Banco de Chile generates most of its net interest income (roughly 60% of total revenue) from its mortgage, unsecured consumer credit lines, and commercial loans, with 25% of its outstanding loans being made to firms with more than 10,000 million CLP in revenue. Outside of its banking business, Banco de Chile is the largest asset manager in the country and one of the largest security brokerages, supporting its substantial fee-based revenue.

    Rating
    Price Target
     
  • Analyst Report: Stifel Financial Corp.

    Stifel Financial is a diversified financial-services provider that generates revenue from wealth management, investment banking, and lending. The firm was founded in 1890 as a St. Louis-based full-service brokerage but has been transformed under CEO Ronald Kruszewski through a slew of acquisitions into a globally competitive wealth manager, investment bank, and retail and institutional brokerage. The firm generated $5.5 billion in revenue in 2025, with roughly two-thirds derived from wealth management and one-third derived from investment banking and trading.

    Rating
    Price Target
     
  • Analyst 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 2025 and is the largest money transfer company in the world.

    Rating
    Price Target
     
  • Analyst Report: CME Group Inc.

    Based in Chicago, CME Group operates exchanges giving investors, suppliers, and businesses the ability to trade futures and derivatives based on interest rates, equity indexes, foreign currencies, energy, metals, and commodities. The Chicago Mercantile Exchange was founded in 1898 and in 2002 completed its IPO. Since then, CME Group has consolidated parts of the industry by merging with crosstown rival CBOT Holdings in 2007 before acquiring Nymex Holdings in 2008 and NEX in 2018. In addition, the company has a 27% stake in S&P Dow Jones Indexes, making the Chicago Mercantile Exchange the exclusive venue to trade and clear S&P futures contracts. Through CME’s acquisition of NEX, it also expanded into cash foreign exchange, fixed-income trading, and collateral optimization.

    Rating
    Price Target
     

From the Community

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