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
9.09T
Market Weight
14.56%
Industries
15
Companies
1412
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.30%
S&P 500
0.89%

YTD Return

Sector
13.59%
S&P 500
16.79%

1-Year Return

Sector
27.00%
S&P 500
26.61%

3-Year Return

Sector
11.95%
S&P 500
25.42%

5-Year Return

Sector
64.50%
S&P 500
95.66%

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%
13.59%
Banks - Diversified
19.36%
11.34%
Credit Services
15.24%
6.01%
Asset Management
13.85%
14.49%
Insurance - Diversified
12.28%
22.45%
Banks - Regional
9.76%
13.10%
Capital Markets
7.36%
8.43%
Financial Data & Stock Exchanges
6.81%
15.77%
Insurance - Property & Casualty
6.01%
27.62%
Insurance Brokers
3.77%
26.79%
Insurance - Life
2.79%
8.56%
Insurance - Specialty
1.02%
18.87%
Mortgage Finance
0.81%
7.88%
Insurance - Reinsurance
0.62%
27.61%
Shell Companies
0.21%
-43.68%
Financial Conglomerates
0.08%
-13.31%

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
449.03 477.00 10.88% 967.458B +0.54% +25.90%
Buy
216.63 217.43 8.18% 727.97B +0.95% +27.35%
Buy
267.94 272.55 5.86% 521.379B -0.10% +2.92%
Buy
468.82 463.44 4.87% 433.112B +0.18% +9.92%
Buy
39.24 41.11 4.41% 391.939B +1.26% +16.54%
Buy
55.96 64.25 2.14% 190.475B +0.90% +13.69%
Buy
497.75 463.51 2.11% 187.928B +0.26% +29.03%
Buy
247.76 254.13 1.98% 176.136B +0.59% +32.25%
Hold
100.56 105.41 1.98% 175.98B -0.13% +7.84%
Hold
134.79 136.06 1.85% 164.632B +0.03% +2.96%
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
44.05 43.158B 0.09% +17.15%
106.73 10.752B 0.10% +15.68%
54.94 3.601B 0.35% +4.79%
101.26 3.087B 0.40% +18.56%
120.22 2.453B 0.94% +45.46%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
53.48 10.752B 0.10% +15.71%
41.13 1.622B 0.93% +16.71%
41.22 1.622B 0.93% +16.61%
11.05 1.557B 2.85% +3.95%
10.82 1.557B 2.85% +3.84%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Intercontinental Exchange, Inc.

    Intercontinental Exchange is a vertically integrated operator of financial exchanges and provides ancillary data products. Though the company is probably best known for its ownership of the New York Stock Exchange, which it acquired in 2013, ICE operates a large derivatives exchange, too. The company's largest commodity futures product is the ICE Brent crude futures contract. In addition to the exchanges business, which is about 56% of net revenue, Intercontinental Exchange has used a series of acquisitions to create its mortgage technology business (15% of net revenue) and fixed-income and data services segment (29% of net revenue).

    Rating
    Price Target
    ?
  • Analyst Report: Wells Fargo & Company

    Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company has four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. It is almost entirely focused on the U.S.

    Rating
    Price Target
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  • Analyst Report: Janus Henderson Group plc

    Janus Henderson Group provides investment management services to retail intermediary (55% of managed assets), self-directed (24%) and institutional (21%) clients. At the end of June 2024, active equities (63%), fixed-income (21%), multi-asset (14%) and alternative (2%) investment platforms constituted the company's $361.4 billion in assets under management. Janus Henderson sources most of its managed assets from clients in North America (61%), with customers from Europe, the Middle East, Africa, and Latin America (29%) and the Asia-Pacific region (10%) accounting for the remainder.

    Rating
    Price Target
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  • Analyst Report: The Toronto-Dominion Bank

    Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, US retail banking, and wholesale banking. The bank’s US operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.

    Rating
    Price Target
    ?

From the Community

Financial Services News