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% | 6.62% | |
Banks - Diversified | 19.62% | 5.90% | |
Credit Services | 16.28% | 6.27% | |
Asset Management | 13.54% | 5.06% | |
Insurance - Diversified | 11.97% | 12.04% | |
Banks - Regional | 9.47% | 2.93% | |
Capital Markets | 8.02% | 10.80% | |
Financial Data & Stock Exchanges | 6.28% | 0.12% | |
Insurance - Property & Casualty | 5.95% | 18.61% | |
Insurance Brokers | 3.42% | 8.19% | |
Insurance - Life | 2.83% | 3.47% | |
Insurance - Specialty | 0.96% | 5.56% | |
Mortgage Finance | 0.66% | -17.80% | |
Insurance - Reinsurance | 0.60% | 15.24% | |
Shell Companies | 0.29% | -29.55% | |
Financial Conglomerates | 0.10% | 3.11% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
-
Largest Companies in This Sector
Name
|
Last Price
|
1Y Target Est.
|
Market Weight
|
Market Cap
|
Day Change %
|
YTD Return
|
Avg. Analyst Rating
|
---|---|---|---|---|---|---|---|
404.92 | 446.46 | 10.53% |
|
|
|
Buy
|
|
192.00 | 191.47 | 7.77% |
|
|
|
Buy
|
|
272.67 | 285.45 | 6.72% |
|
|
|
Buy
|
|
449.37 | 510.05 | 5.03% |
|
|
|
Buy
|
|
37.69 | 36.95 | 4.53% |
|
|
|
Buy
|
|
60.19 | 63.12 | 2.53% |
|
|
|
Buy
|
|
234.33 | 210.59 | 2.03% |
|
|
|
Buy
|
|
443.67 | 415.31 | 2.02% |
|
|
|
Buy
|
|
94.79 | 98.52 | 2.00% |
|
|
|
Buy
|
|
62.81 | 66.75 | 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
|
---|---|---|---|---|
41.07 | 37.659B | 0.09% |
|
|
99.85 | 9.732B | 0.10% |
|
|
93.61 | 2.531B | 0.40% |
|
|
50.04 | 2.461B | 0.35% |
|
|
102.22 | 2.099B | 0.94% |
|
Mutual Fund Opportunities
Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
---|---|---|---|---|
50.06 | 9.732B | 0.10% |
|
|
10.58 | 1.619B | 1.78% |
|
|
10.79 | 1.619B | 1.78% |
|
|
10.77 | 1.619B | 1.78% | - | |
10.87 | 1.557B | 1.78% |
|
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
-
Analyst Report: Ally Financial Inc.
Formerly the captive financial arm of General Motors, Ally Financial became an independent publicly traded firm in 2014 and is one of the largest consumer auto lenders in the country. While the firm has expanded its product offerings over time, it remains primarily focused on auto lending with more than 70% of its loan book in consumer auto loans and dealer financing. Ally also offers auto insurance, commercial loans, credit cards, and holds a portfolio of mortgage debt, giving the bank a diversified business model, which includes brokerage services.
RatingPrice Target -
Analyst Report: Moody's Corporation
Moody’s, along with S&P Ratings, is a leading provider of credit ratings on fixed-income securities. The ratings segment, Moody’s Investors Service, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm’s profit and about half the firm's revenue. The other segment, Moody’s Analytics, consists of decision solutions, research and insights, and data and information.
RatingPrice Target -
Analyst Report: W.R. Berkley Corp.
Founded in 1967 and based in Greenwich, Connecticut, W.R. Berkley Corp. is among the largest commercial line property casualty insurers in the U.S. WRB offers a variety of insurance services from reinsurance to workers comp third-party administration (TPA). The company has two segments - Insurance and Reinsurance. The Insurance segment offers coverage in the United States, the United Kingdom, Continental Europe, South America, Canada, Asia, and Australia. It also provides a variety of fee-based services, including claims, administrative, and consulting services. The Reinsurance segment, which helps other insurance companies and self-insured entities to manage risks through reinsurance, provides services in the U.S., the U.K., Continental Europe, Australia, the Asia-Pacific Region, and South Africa.
RatingPrice Target -
Market Update: ADP, ECL, PWR, WRB, TSLA
U.S. stocks rose on Monday, continuing Friday's rally after a softer-than-expected jobs report. This week, there are no major economic reports and earnings reports are slowing. Oil prices are up due to concerns that a new Israeli invasion of Rafah is looming as well as news that Saudi Aramco will raise its crude oil prices to Asia and Europe next month. The Dow is up 0.1%, and S&P 500 0.6% and the Nasdaq rose 0.8%. Crude oil was trading above $78 per barrel and gold rose $24 to $2333 per ounce.