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% | 7.30% | |
Banks - Diversified | 20.26% | 10.05% | |
Credit Services | 15.73% | 3.36% | |
Asset Management | 13.64% | 6.45% | |
Insurance - Diversified | 11.88% | 11.88% | |
Banks - Regional | 9.27% | 1.44% | |
Capital Markets | 8.16% | 13.57% | |
Financial Data & Stock Exchanges | 6.36% | 2.01% | |
Insurance - Property & Casualty | 5.81% | 16.42% | |
Insurance Brokers | 3.53% | 12.17% | |
Insurance - Life | 2.82% | 3.77% | |
Insurance - Specialty | 0.96% | 5.56% | |
Mortgage Finance | 0.63% | -21.14% | |
Insurance - Reinsurance | 0.61% | 18.29% | |
Shell Companies | 0.25% | -37.24% | |
Financial Conglomerates | 0.10% | -5.23% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
---|---|---|---|---|---|---|---|
405.19 | 490.00 | 10.42% | Buy | ||||
205.45 | 207.94 | 8.23% | Buy | ||||
263.24 | 310.11 | 6.42% | Buy | ||||
437.61 | 511.45 | 4.85% | Buy | ||||
40.01 | 40.41 | 4.76% | Buy | ||||
60.59 | 63.32 | 2.52% | Buy | ||||
463.66 | 452.69 | 2.09% | Buy | ||||
99.16 | 98.90 | 2.07% | Buy | ||||
233.81 | 237.17 | 2.00% | Buy | ||||
63.43 | 67.16 | 1.90% | Buy |
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
41.20 | 38.709B | 0.09% | ||
100.08 | 9.98B | 0.10% | ||
94.86 | 2.661B | 0.40% | ||
48.87 | 2.401B | 0.35% | ||
101.51 | 2.089B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
50.13 | 9.98B | 0.10% | ||
10.95 | 1.57B | 2.85% | ||
10.73 | 1.57B | 2.85% | ||
10.90 | 1.57B | 2.85% | - | |
39.27 | 1.555B | 0.93% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Evercore Inc.
Evercore is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities trading, equity underwriting, and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 2,200 employees at the end of 2023, and about 75% of its revenue is derived from the United States.
RatingPrice TargetAnalyst 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.
RatingPrice TargetDaily – Vickers Top Insider Picks for 07/01/2024
The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.
Morningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover
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