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 | Day Return | YTD Return |
---|---|---|---|
All Industries | 100% | -0.01% | 5.75% |
Banks - Diversified | 19.89% | -0.05% | 6.47% |
Credit Services | 16.67% | -0.13% | 7.91% |
Asset Management | 13.51% | 0.01% | 3.92% |
Insurance - Diversified | 11.97% | -0.04% | 11.12% |
Banks - Regional | 9.31% | 0.06% | 0.41% |
Capital Markets | 7.86% | -0.03% | 7.77% |
Financial Data & Stock Exchanges | 6.32% | 0.07% | -0.01% |
Insurance - Property & Casualty | 5.84% | 0.15% | 15.44% |
Insurance Brokers | 3.32% | -0.10% | 3.97% |
Insurance - Life | 2.79% | -0.10% | 1.19% |
Insurance - Specialty | 0.94% | 0.01% | 2.20% |
Mortgage Finance | 0.61% | 0.26% | -24.51% |
Insurance - Reinsurance | 0.58% | 0.15% | 10.98% |
Shell Companies | 0.29% | 2.51% | -29.04% |
Financial Conglomerates | 0.10% | -0.12% | -1.53% |
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
|
---|---|---|---|---|---|---|---|
402.10 | 481.00 | 10.56% |
|
|
|
Buy
|
|
193.49 | 205.59 | 7.90% |
|
|
|
Buy
|
|
274.52 | 308.56 | 6.82% |
|
|
|
Buy
|
|
462.42 | 512.40 | 5.24% |
|
|
|
Buy
|
|
37.83 | 39.54 | 4.59% |
|
|
|
Buy
|
|
59.91 | 62.56 | 2.55% |
|
|
|
Buy
|
|
235.64 | 223.46 | 2.06% |
|
|
|
Buy
|
|
92.83 | 98.15 | 1.97% |
|
|
|
Buy
|
|
427.57 | 441.34 | 1.96% |
|
|
|
Buy
|
|
62.66 | 65.88 | 1.92% |
|
|
|
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
|
---|---|---|---|---|
40.82 | 38.438B | 0.09% |
|
|
98.93 | 10.218B | 0.10% |
|
|
48.19 | 2.995B | 0.35% |
|
|
92.17 | 2.623B | 0.40% |
|
|
100.63 | 2.451B | 0.94% |
|
Mutual Fund Opportunities
Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
---|---|---|---|---|
49.61 | 10.218B | 0.10% |
|
|
10.58 | 1.619B | 1.78% |
|
|
10.84 | 1.619B | 1.78% |
|
|
10.63 | 1.619B | 1.78% |
|
|
10.77 | 1.619B | 1.78% | - |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
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Analyst Report: T. Rowe Price Group, Inc.
T. Rowe Price provides asset-management services for individual and institutional investors. It offers a broad range of no-load U.S. and international stock, hybrid, bond, and money market funds. At the end of January 2024, the firm had $1.450 trillion in managed assets, composed of equity (52%), balanced (33%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a U.S.-based asset manager, deriving just under 9% of its AUM from overseas.
RatingPrice Target -
Analyst Report: Lazard, Inc.
Lazard has a storied history that can be traced back to 1848. The company's revenue is nearly equally split between financial advisory, such as acquisition and restructuring advisory, and asset management. The company's asset management business is primarily equities (over 80% of assets under management), has an international focus, and is geared toward institutional clients. By geography, the company earns approximately 60% of revenue in the Americas, 35% in EMEA, and 5% in Asia-Pacific. Lazard has offices across more than 20 countries and over 3,000 employees.
RatingPrice Target -
Analyst Report: Capital One Financial Corp.
Ranked by assets and deposits, Capital One is one of the largest banks in the U.S., with top-tier national businesses in credit card and auto lending and a retail and commercial banking presence in the New York, Metro D.C., and the Louisiana/Texas markets. Capital One's mix of loans is about 47% card loans, 24% consumer loans, and 29% commercial loans.
RatingPrice Target -
Analyst Report: Huntington Bancshares, Inc.
Based in Columbus, Ohio, Huntington is a regional bank providing a range of retail and commercial banking, residential mortgage lending, and asset management services. The company has $189 billion in assets and branch offices in Ohio, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Pennsylvania, South Dakota, West Virginia, and Wisconsin.
RatingPrice Target