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% | 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
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 |
---|---|---|---|---|---|---|---|
449.03 | 477.00 | 10.88% | Buy | ||||
216.63 | 217.43 | 8.18% | Buy | ||||
267.94 | 272.55 | 5.86% | Buy | ||||
468.82 | 463.44 | 4.87% | Buy | ||||
39.24 | 41.11 | 4.41% | Buy | ||||
55.96 | 64.25 | 2.14% | Buy | ||||
497.75 | 463.51 | 2.11% | Buy | ||||
247.76 | 254.13 | 1.98% | Hold | ||||
100.56 | 105.41 | 1.98% | Hold | ||||
134.79 | 136.06 | 1.85% | 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 |
---|---|---|---|---|
44.05 | 43.158B | 0.09% | ||
106.73 | 10.752B | 0.10% | ||
54.94 | 3.601B | 0.35% | ||
101.26 | 3.087B | 0.40% | ||
120.22 | 2.453B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
53.48 | 10.752B | 0.10% | ||
41.13 | 1.622B | 0.93% | ||
41.22 | 1.622B | 0.93% | ||
11.05 | 1.557B | 2.85% | ||
10.82 | 1.557B | 2.85% |
Financial Services Research
View MoreDiscover 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).
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice Target