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
8.667T
Market Weight
14.01%
Industries
15
Companies
1426
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.00%
S&P 500
0.51%

YTD Return

Sector
8.31%
S&P 500
16.08%

1-Year Return

Sector
20.87%
S&P 500
24.42%

3-Year Return

Sector
7.70%
S&P 500
27.22%

5-Year Return

Sector
46.10%
S&P 500
85.16%

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%
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

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
405.77 456.36 10.33% 874.524B -0.33% +13.77%
Buy
208.69 193.88 8.28% 701.288B -0.07% +22.69%
Buy
268.99 288.82 6.50% 550.38B +0.28% +3.32%
Buy
448.18 476.34 4.92% 416.635B +0.79% +5.08%
Buy
40.90 38.01 4.82% 408.519B -0.07% +21.47%
Buy
60.66 63.49 2.50% 211.48B -0.51% +23.24%
Buy
467.92 453.74 2.09% 176.666B +0.50% +21.30%
Buy
100.20 98.90 2.07% 175.35B +0.55% +7.45%
Buy
235.71 221.35 2.00% 169.547B -0.11% +25.82%
Buy
64.46 67.25 1.92% 162.22B -0.34% +25.31%
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
41.55 38.709B 0.09% +10.51%
100.76 9.98B 0.10% +9.21%
95.38 2.661B 0.40% +11.67%
48.65 2.401B 0.35% -7.21%
104.33 2.089B 0.94% +26.23%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.56 9.98B 0.10% +9.39%
10.73 1.57B 2.85% +2.98%
10.95 1.57B 2.85% +3.01%
10.90 1.57B 2.85% -
39.53 1.555B 0.93% +12.17%

Financial Services Research

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Discover 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Daily – 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)

     

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