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
8.532T
Market Weight
14.51%
Industries
15
Companies
1420
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
1.09%
S&P 500
1.03%

YTD Return

Sector
6.62%
S&P 500
8.61%

1-Year Return

Sector
25.78%
S&P 500
25.25%

3-Year Return

Sector
6.14%
S&P 500
24.31%

5-Year Return

Sector
49.47%
S&P 500
79.63%

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% 874.182B +1.01% +13.53%
Buy
192.00 191.47 7.77% 645.203B +0.78% +12.87%
Buy
272.67 285.45 6.72% 557.91B +1.56% +4.73%
Buy
449.37 510.05 5.03% 417.741B +1.31% +5.36%
Buy
37.69 36.95 4.53% 376.457B +1.18% +11.94%
Buy
60.19 63.12 2.53% 209.842B +0.42% +22.29%
Buy
234.33 210.59 2.03% 168.554B +1.54% +25.08%
Buy
443.67 415.31 2.02% 167.51B +1.25% +15.01%
Buy
94.79 98.52 2.00% 165.883B +1.23% +1.65%
Buy
62.81 66.75 1.90% 158.068B +2.10% +22.10%
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% +9.23%
99.85 9.732B 0.10% +8.23%
93.61 2.531B 0.40% +9.60%
50.04 2.461B 0.35% -4.56%
102.22 2.099B 0.94% +23.68%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.06 9.732B 0.10% +8.31%
10.58 1.619B 1.78% +1.54%
10.79 1.619B 1.78% +1.51%
10.77 1.619B 1.78% -
10.87 1.557B 1.78% +2.26%

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.

    Rating
    Price 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.

    Rating
    Price 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.

    Rating
    Price 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.

     

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