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% | 8.31% | |
Banks - Diversified | 20.36% | 11.59% | |
Credit Services | 15.87% | 5.21% | |
Asset Management | 13.68% | 7.76% | |
Insurance - Diversified | 11.81% | 12.22% | |
Banks - Regional | 9.20% | 1.62% | |
Capital Markets | 8.13% | 14.16% | |
Financial Data & Stock Exchanges | 6.35% | 2.93% | |
Insurance - Property & Casualty | 5.73% | 16.03% | |
Insurance Brokers | 3.53% | 13.28% | |
Insurance - Life | 2.81% | 4.52% | |
Insurance - Specialty | 0.95% | 5.76% | |
Mortgage Finance | 0.65% | -18.41% | |
Insurance - Reinsurance | 0.59% | 15.94% | |
Shell Companies | 0.25% | -37.57% | |
Financial Conglomerates | 0.10% | -4.19% |
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 |
---|---|---|---|---|---|---|---|
405.77 | 456.36 | 10.33% | Buy | ||||
208.69 | 193.88 | 8.28% | Buy | ||||
268.99 | 288.82 | 6.50% | Buy | ||||
448.18 | 476.34 | 4.92% | Buy | ||||
40.90 | 38.01 | 4.82% | Buy | ||||
60.66 | 63.49 | 2.50% | Buy | ||||
467.92 | 453.74 | 2.09% | Buy | ||||
100.20 | 98.90 | 2.07% | Buy | ||||
235.71 | 221.35 | 2.00% | Buy | ||||
64.46 | 67.25 | 1.92% | 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 |
---|---|---|---|---|
41.55 | 38.709B | 0.09% | ||
100.76 | 9.98B | 0.10% | ||
95.38 | 2.661B | 0.40% | ||
48.65 | 2.401B | 0.35% | ||
104.33 | 2.089B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
50.56 | 9.98B | 0.10% | ||
10.73 | 1.57B | 2.85% | ||
10.95 | 1.57B | 2.85% | ||
10.90 | 1.57B | 2.85% | - | |
39.53 | 1.555B | 0.93% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Deutsche Bank Aktiengesellschaft
Deutsche Bank is a universal bank operating on a global scale. The bank offers corporate, retail, investment banking, private banking, and asset management to its clients.
RatingPrice TargetAnalyst Report: NatWest Group plc
NatWest Group derives around 90% of its total income from the United Kingdom. The bank operates a retail, commercial, and private bank in the U.K., offering clients lending and payment services as well as asset management services.
RatingPrice TargetDaily – Vickers Top Insider Picks for 07/03/2024
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.
Technical Assessment: Bullish in the Intermediate-Term
Minor new all-time highs were posted on Tuesday by the S&P 500, Nasdaq, Nasdaq 100, S&P 100, and the Invesco S&P 500 Top 50 ETF (XLG). As such, the market broadened nicely, with Consumer Discretionary (XLY +2%), Financial (XLF +1.1%), Communication Services (XLC +0.9%), and Consumer Staples (XLP +0.7%) leading the way. Tesla (TSLA) soared another 10% and has surged 27% over the past six days, leading XLY higher. Of note, TSLA jumped over its 200-day average for the first time since last November, just slightly exceeded a bearish trendline off the peaks since July 2023, and ran smack into its 200-week average. TSLA also completed the small inverse head-and-shoulders formation that was in the works. The recent gains in Financials have been much broader, with the mega-cap banks leading the way. The largest by market cap, J.P. Morgan Chase (JPM), has jumped almost 6% over the past four days to an all-time high. Bank of America (BAC) is up 5% in four days, Wells Fargo (WFC) has climbed 7%, HDFC Bank (HDB) has spiked 11% over the past 12 days, Mitsubishi UFJ Financial (MUFG) has surged 16% in seven days, and Citigroup (C) is higher by 8% in seven days. Within consumer finance, both Visa (V) and Mastercard (MA) fell to their 200-day moving averages intraday Tuesday and then bounced nicely, finishing the day with gains of 1.9% for V and 1.6% for MA. Both charts are working on false breakdowns. In addition, both have retraced 38.2% of their rally from late October 2023 until March, and MA looks like it is tracing out a bullish wedge. (Mark Arbeter, CMT)