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
8.64T
Market Weight
14.20%
Industries
15
Companies
1425
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.76%
S&P 500
1.03%

YTD Return

Sector
7.97%
S&P 500
13.85%

1-Year Return

Sector
23.51%
S&P 500
26.32%

3-Year Return

Sector
6.60%
S&P 500
27.85%

5-Year Return

Sector
51.24%
S&P 500
88.57%

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

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% 880.635B -0.07% +14.46%
Buy
192.96 208.05 7.78% 648.429B -0.72% +13.44%
Buy
270.85 310.37 6.65% 554.186B -1.39% +4.03%
Buy
443.14 512.39 4.94% 411.95B -1.31% +3.90%
Buy
39.59 40.10 4.74% 395.435B +1.88% +17.58%
Buy
57.42 63.20 2.40% 200.184B +0.51% +16.66%
Buy
449.39 452.19 2.04% 169.67B +1.15% +16.49%
Buy
96.42 98.90 2.02% 168.726B +1.03% +3.39%
Buy
224.62 236.62 1.94% 161.57B +0.04% +19.90%
Buy
60.45 66.98 1.83% 152.128B +2.22% +17.52%
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% +8.92%
99.58 9.98B 0.10% +7.94%
93.55 2.661B 0.40% +9.53%
47.80 2.401B 0.35% -8.83%
99.65 2.089B 0.94% +20.57%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.57 9.98B 0.10% +7.25%
10.79 1.619B 1.78% +1.51%
10.77 1.619B 1.78% -
10.58 1.619B 1.78% +1.54%
10.92 1.57B 2.85% +2.73%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • 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.

    Rating
    Price 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).

    Rating
    Price 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.

    Rating
    Price 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.

    Rating
    Price Target
     

From the Community

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