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
49.24%
S&P 500
73.27%
5-Year Return
Sector
51.30%
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
| 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
--
Day Return --
Market Weight --
YTD Return --
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
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 |
|---|---|---|---|---|---|---|---|
| 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 | 399.64 | 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 | 660.23 | 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: Berkshire Hathaway Inc.
Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from its operations to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.
RatingPrice TargetAnalyst Report: Berkshire Hathaway Inc.
Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from its operations to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.
RatingPrice TargetAnalyst 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 Target
