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
10.894T
Market Weight
14.05%
Industries
15
Companies
1492
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services
Day Return
Sector
0.45%
S&P 500
0.94%
YTD Return
Sector
6.31%
S&P 500
1.15%
1-Year Return
Sector
3.41%
S&P 500
14.48%
3-Year Return
Sector
46.60%
S&P 500
71.21%
5-Year Return
Sector
50.33%
S&P 500
80.89%
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% | -6.31% | |
| Banks - Diversified | 22.93% | -6.66% | |
| Credit Services | 14.59% | -11.09% | |
| Asset Management | 12.42% | -11.19% | |
| Insurance - Diversified | 11.08% | -3.98% | |
| Capital Markets | 10.50% | -4.88% | |
| Banks - Regional | 10.12% | 0.68% | |
| Financial Data & Stock Exchanges | 5.77% | -5.15% | |
| Insurance - Property & Casualty | 5.52% | -0.02% | |
| Insurance Brokers | 2.76% | -7.26% | |
| Insurance - Life | 2.39% | -5.46% | |
| Insurance - Specialty | 0.66% | -7.89% | |
| Mortgage Finance | 0.58% | -14.23% | |
| Insurance - Reinsurance | 0.43% | 0.54% | |
| Financial Conglomerates | 0.16% | -1.65% | |
| Shell Companies | 0.10% | 55.78% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return --
Market Weight --
YTD Return --
Banks - Diversified
-0.26%
Credit Services
0.32%
Asset Management
-1.46%
Insurance - Diversified
0.08%
Capital Markets
-0.54%
Banks - Regional
-1.33%
Financial Data & Stock Exchanges
-0.02%
Insurance - Property & Casualty
-0.70%
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 |
|---|---|---|---|---|---|---|---|
| 481.36 | 523.00 | 9.52% | 1.038T | +0.25% | -4.24% | Buy | |
| 300.26 | 344.35 | 9.25% | 1.009T | +0.91% | -6.82% | Buy | |
| 320.83 | 400.20 | 5.67% | 618.573B | +0.10% | -8.52% | Strong Buy | |
| 49.97 | 62.52 | 4.58% | 499.113B | +0.32% | -9.15% | Buy | |
| 524.32 | 661.71 | 4.29% | 467.923B | +0.64% | -8.16% | Strong Buy | |
| 862.58 | 959.20 | 2.99% | 325.672B | +0.10% | -1.87% | Hold | |
| 165.95 | 195.52 | 2.66% | 290.412B | -0.63% | -6.52% | Buy | |
| 110.76 | 134.77 | 2.56% | 278.739B | -0.62% | -5.08% | Buy | |
| 82.53 | 101.65 | 2.38% | 259.069B | -0.06% | -11.45% | Buy | |
| 165.90 | 238.88 | 2.14% | 233.615B | -1.61% | -2.69% | 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 |
|---|---|---|---|---|
| 51.21 | 55.286B | 0.08% | -6.50% | |
| 125.42 | 14.639B | 0.09% | -6.05% | |
| 81.94 | 6.099B | 0.35% | -2.79% | |
| 67.30 | 4.302B | 0.35% | +3.84% | |
| 122.04 | 4.221B | 0.38% | -5.34% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 62.83 | 14.639B | 0.09% | -6.06% | |
| 44.75 | 1.973B | 0.93% | -5.15% | |
| 44.91 | 1.973B | 0.93% | -5.19% | |
| 10.36 | 1.566B | 2.80% | +0.39% | |
| 10.59 | 1.566B | 2.80% | +0.38% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Daily – Vickers Top Insider Picks for 03/03/2026
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 03/03/2026
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: Itaú Unibanco Holding S.A.
Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 35% and 43% of the bank's total loans, respectively, while foreign loans account for 22% of its portfolio. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.
RatingPrice TargetAnalyst Report: Banco Bilbao Vizcaya Argentaria, S.A.
Despite its Spanish origins, Banco Bilbao Vizcaya Argentaria generates only around one-fourth of its profits in Spain. We expect that on a normalized basis, BBVA's market-leading Mexican bank should contribute half of its earnings, while its Turkish operation should account for another 15%. The balance of BBVA's earnings comes from smaller operations in South America. BBVA is overwhelmingly a retail and commercial bank, with corporate and investment banking forming a minor part of the overall business. BBVA also offers insurance and investment products through its banking networks.
RatingPrice Target
