
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% | -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
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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 |
|---|---|---|---|---|---|---|---|
| 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
View MoreName | 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
View MoreName | 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
View MoreDiscover 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.
RatingPrice TargetAnalyst 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.
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 2025 and is the largest money transfer company in the world.
RatingPrice TargetAnalyst 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.
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