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% | 8.33% | |
Banks - Diversified | 20.07% | 10.06% | |
Credit Services | 16.05% | 6.43% | |
Asset Management | 13.72% | 8.10% | |
Insurance - Diversified | 11.89% | 13.07% | |
Banks - Regional | 9.16% | 1.17% | |
Capital Markets | 8.03% | 12.80% | |
Financial Data & Stock Exchanges | 6.39% | 3.52% | |
Insurance - Property & Casualty | 5.81% | 17.61% | |
Insurance Brokers | 3.47% | 11.26% | |
Insurance - Life | 2.83% | 5.06% | |
Insurance - Specialty | 0.95% | 5.93% | |
Mortgage Finance | 0.65% | -17.54% | |
Insurance - Reinsurance | 0.62% | 22.30% | |
Shell Companies | 0.26% | -35.23% | |
Financial Conglomerates | 0.10% | 4.15% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
Name
|
Last Price
|
1Y Target Est.
|
Market Weight
|
Market Cap
|
Day Change %
|
YTD Return
|
Avg. Analyst Rating
|
---|---|---|---|---|---|---|---|
407.41 | 452.65 | 10.44% |
|
|
|
Buy
|
|
200.71 | 192.19 | 8.00% |
|
|
|
Buy
|
|
274.49 | 286.71 | 6.66% |
|
|
|
Buy
|
|
451.18 | 473.33 | 4.97% |
|
|
|
Buy
|
|
39.70 | 36.92 | 4.70% |
|
|
|
Buy
|
|
60.21 | 63.21 | 2.49% |
|
|
|
Buy
|
|
461.18 | 453.91 | 2.07% |
|
|
|
Buy
|
|
98.97 | 91.69 | 2.05% |
|
|
|
Buy
|
|
238.18 | 214.40 | 2.03% |
|
|
|
Buy
|
|
63.58 | 61.66 | 1.90% |
|
|
|
Buy
|
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
---|---|---|---|---|
41.61 | 37.659B | 0.09% |
|
|
101.13 | 9.692B | 0.10% |
|
|
95.22 | 2.531B | 0.40% |
|
|
48.92 | 2.461B | 0.35% |
|
|
105.36 | 2.099B | 0.94% |
|
Mutual Fund Opportunities
Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
---|---|---|---|---|
50.67 | 9.692B | 0.10% |
|
|
10.58 | 1.619B | 1.78% |
|
|
10.79 | 1.619B | 1.78% |
|
|
10.77 | 1.619B | 1.78% | - | |
10.90 | 1.557B | 2.85% |
|
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
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Morningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover
In this edition, P&C insurers overvalued despite tailwind; prospects and caveats for P&C insurers; breaking down the Live Nation breakup sought by DOJ; and VF, Evotec SE ADR, and Stericycle.
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Analyst Report: Coinbase Global, Inc.
Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange. While the company still generates the majority of its revenue from transaction fees charged to its retail customers, Coinbase uses internal investment and acquisitions to expand into adjacent businesses, such as prime brokerage and data analytics.
RatingPrice Target -
Analyst Report: KKR & Co. Inc.
KKR is one of the world's largest alternative asset managers, with $577.6 billion in total managed assets, including $470.6 billion in fee-earning AUM, at the end of March 2023. The company has two core segments: asset management (which includes private markets—private equity, credit, infrastructure, energy, and real estate—and public markets—primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance).
RatingPrice Target -
Daily – Vickers Top Buyers & Sellers for 05/24/2024
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.