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% | 7.97% | |
Banks - Diversified | 20.01% | 9.35% | |
Credit Services | 16.00% | 5.79% | |
Asset Management | 13.81% | 8.49% | |
Insurance - Diversified | 11.96% | 13.37% | |
Banks - Regional | 9.04% | -0.41% | |
Capital Markets | 8.04% | 12.57% | |
Financial Data & Stock Exchanges | 6.38% | 2.97% | |
Insurance - Property & Casualty | 5.84% | 17.76% | |
Insurance Brokers | 3.48% | 11.33% | |
Insurance - Life | 2.82% | 4.39% | |
Insurance - Specialty | 0.95% | 5.40% | |
Mortgage Finance | 0.69% | -12.47% | |
Insurance - Reinsurance | 0.61% | 19.76% | |
Shell Companies | 0.26% | -35.94% | |
Financial Conglomerates | 0.10% | 1.19% |
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
|
---|---|---|---|---|---|---|---|
408.23 | 490.00 | 10.57% |
|
|
|
Buy
|
|
192.96 | 208.05 | 7.78% |
|
|
|
Buy
|
|
270.85 | 310.37 | 6.65% |
|
|
|
Buy
|
|
443.14 | 512.39 | 4.94% |
|
|
|
Buy
|
|
39.59 | 40.10 | 4.74% |
|
|
|
Buy
|
|
57.42 | 63.20 | 2.40% |
|
|
|
Buy
|
|
449.39 | 452.19 | 2.04% |
|
|
|
Buy
|
|
96.42 | 98.90 | 2.02% |
|
|
|
Buy
|
|
224.62 | 236.62 | 1.94% |
|
|
|
Buy
|
|
60.45 | 66.98 | 1.83% |
|
|
|
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
|
---|---|---|---|---|
40.95 | 38.709B | 0.09% |
|
|
99.58 | 9.98B | 0.10% |
|
|
93.55 | 2.661B | 0.40% |
|
|
47.80 | 2.401B | 0.35% |
|
|
99.65 | 2.089B | 0.94% |
|
Mutual Fund Opportunities
Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
---|---|---|---|---|
49.57 | 9.98B | 0.10% |
|
|
10.79 | 1.619B | 1.78% |
|
|
10.77 | 1.619B | 1.78% | - | |
10.58 | 1.619B | 1.78% |
|
|
10.92 | 1.57B | 2.85% |
|
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
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Analyst Report: Citigroup Inc.
Citigroup is a global financial-services company doing business in more than 100 countries and jurisdictions. Citigroup's operations are organized into five primary segments: services, markets, banking, US personal banking, and wealth management. The bank's primary services include cross-border banking needs for multinational corporates, investment banking and trading, and credit card services in the United States.
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 -
Analyst Report: ageas SA/NV
Ageas was spun out of Fortis during the financial crisis after a consortium including Banco Santander and Royal Bank of Scotland launched a failed bid for ABN Amro. The takeover was badly timed and ambitious, and to fund it Fortis started selling noncore divisions while writing down collateralised debt. As Fortis’ capital began to decline, the company initiated a rights issue and the long-held promised dividend was suspended. As Fortis’ share price began to decline and financial market conditions continued to worsen, with a series of leadership changes customers began to withdraw deposits. Fortis was approached by the government and sold its domestic banking operations to the Belgium government, and BNP Paribas and was asked to spin off its insurance and asset management divisions.
RatingPrice Target -
Analyst Report: Cohen & Steers, Inc.
Cohen & Steers is a niche asset manager concentrating on real estate securities. The firm invests mainly in the equity shares of real estate investment trusts, with holdings in domestic and international real estate securities accounting for close to two thirds of its $80.5 billion in managed assets at the end of May 2024. Cohen & Steers also manages portfolios dedicated to preferred securities, utilities stocks, and other high-yield offerings. The firm's distribution is balanced among its closed-end funds, open-end funds, and institutional accounts. During the past four calendar quarters, the company garnered 41% (27%) of its managed assets (base management fees) from institutional clients, 45% (52%) from open-end funds, and 14% (21%) from closed-end funds.
RatingPrice Target