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
8.587T
Market Weight
14.03%
Industries
15
Companies
1427
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.04%
S&P 500
0.27%

YTD Return

Sector
7.30%
S&P 500
14.79%

1-Year Return

Sector
20.51%
S&P 500
23.03%

3-Year Return

Sector
6.70%
S&P 500
27.40%

5-Year Return

Sector
45.87%
S&P 500
84.16%

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

IndustryMarket WeightYTD 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

Largest Companies in This Sector

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Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
405.19 490.00 10.42% 874.408B -0.40% +13.61%
Buy
205.45 207.94 8.23% 690.4B +1.58% +20.78%
Buy
263.24 310.11 6.42% 538.615B +0.29% +1.11%
Buy
437.61 511.45 4.85% 406.809B -0.80% +2.60%
Buy
40.01 40.41 4.76% 399.63B +0.60% +18.83%
Buy
60.59 63.32 2.52% 211.236B +2.02% +23.10%
Buy
463.66 452.69 2.09% 175.058B +2.51% +20.19%
Buy
99.16 98.90 2.07% 173.53B +2.03% +6.34%
Buy
233.81 237.17 2.00% 168.18B +0.98% +24.81%
Buy
63.43 67.16 1.90% 159.628B -0.05% +23.31%
Buy

Investing in the Financial Services Sector

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

ETF Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
41.20 38.709B 0.09% +9.57%
100.08 9.98B 0.10% +8.48%
94.86 2.661B 0.40% +11.06%
48.87 2.401B 0.35% -6.79%
101.51 2.089B 0.94% +22.82%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.13 9.98B 0.10% +8.46%
10.95 1.57B 2.85% +3.01%
10.73 1.57B 2.85% +2.98%
10.90 1.57B 2.85% -
39.27 1.555B 0.93% +11.44%

Financial Services Research

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Discover 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.

    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
     
  • Daily – 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

    In this edition, divining European insurance dividends; demand for gaming can't be denied; initiating coverage of UL Solutions; and Port of Tauranga, Prudential Financial, and Nokia.

     

From the Community

Financial Services News