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
8.427T
Market Weight
14.53%
Industries
15
Companies
1426
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.43%
S&P 500
0.32%

YTD Return

Sector
5.31%
S&P 500
7.26%

1-Year Return

Sector
20.68%
S&P 500
22.71%

3-Year Return

Sector
7.25%
S&P 500
22.30%

5-Year Return

Sector
44.51%
S&P 500
73.67%

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 Day Return YTD Return
All Industries 100% -0.43% 5.31%
Banks - Diversified 19.88% -0.53% 5.96%
Credit Services 16.65% -0.67% 7.33%
Asset Management 13.50% -0.46% 3.42%
Insurance - Diversified 12.01% -0.17% 10.97%
Banks - Regional 9.26% -0.88% -0.54%
Capital Markets 7.90% -0.00% 7.80%
Financial Data & Stock Exchanges 6.27% -1.22% -1.30%
Insurance - Property & Casualty 5.86% 0.12% 15.40%
Insurance Brokers 3.32% -0.50% 3.56%
Insurance - Life 2.83% 0.92% 2.22%
Insurance - Specialty 0.94% 0.11% 2.29%
Mortgage Finance 0.61% -0.17% -24.84%
Insurance - Reinsurance 0.58% 0.44% 11.30%
Shell Companies 0.29% 3.07% -28.65%
Financial Conglomerates 0.10% 1.35% -0.07%

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
400.96 449.35 10.56% 866.795B -0.28% +12.42%
Buy
193.28 192.06 7.91% 649.504B -0.11% +13.63%
Buy
271.84 287.05 6.78% 556.212B -0.98% +4.41%
Buy
457.10 478.68 5.19% 426.425B -1.15% +7.17%
Buy
37.55 36.94 4.57% 375.059B -0.74% +11.52%
Buy
59.80 62.56 2.55% 209.4B -0.18% +21.50%
Buy
238.92 208.76 2.09% 171.856B +1.39% +27.53%
Buy
430.81 412.30 1.98% 162.655B +0.76% +11.68%
Buy
92.11 98.15 1.96% 161.193B +0.14% -1.22%
Buy
62.26 61.55 1.91% 156.684B -0.64% +21.03%
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
40.76 38.438B 0.09% +8.40%
98.74 10.218B 0.10% +7.02%
47.77 2.995B 0.35% -8.89%
92.16 2.623B 0.40% +7.90%
100.33 2.451B 0.94% +21.39%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.50 10.218B 0.10% +7.10%
10.58 1.619B 1.78% +1.54%
10.85 1.619B 1.78% +2.07%
10.63 1.619B 1.78% +2.02%
10.79 1.619B 1.78% +1.51%

Financial Services Research

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: American Express Company

    American Express is a global financial institution, operating in about 130 countries, that provides consumers and businesses charge and credit card payment products. The company also operates a highly profitable merchant payment network. Since 2018, it has operated in three segments: global consumer services, global commercial services, and global merchant and network services. In addition to payment products, the company's commercial business offers expense management tools, consulting services, and business loans.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • 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.

    Rating
    Price Target
     

From the Community

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