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
8.866T
Market Weight
14.06%
Industries
15
Companies
1434
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.07%
S&P 500
0.55%

YTD Return

Sector
10.79%
S&P 500
17.73%

1-Year Return

Sector
21.20%
S&P 500
26.49%

3-Year Return

Sector
10.53%
S&P 500
28.51%

5-Year Return

Sector
48.50%
S&P 500
86.29%

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%
10.79%
Banks - Diversified
19.85%
11.32%
Credit Services
15.44%
4.76%
Asset Management
13.87%
11.76%
Insurance - Diversified
12.02%
16.85%
Banks - Regional
9.62%
8.67%
Capital Markets
8.08%
16.05%
Financial Data & Stock Exchanges
6.41%
6.20%
Insurance - Property & Casualty
5.76%
19.20%
Insurance Brokers
3.54%
16.21%
Insurance - Life
2.85%
8.39%
Insurance - Specialty
0.96%
9.32%
Mortgage Finance
0.67%
-13.82%
Insurance - Reinsurance
0.61%
21.37%
Shell Companies
0.24%
-38.39%
Financial Conglomerates
0.09%
-2.77%

Note: Percentage % data on heatmap indicates Day Return

Largest Companies in This Sector

View More
Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
424.44 450.67 10.47% 903.064B +1.35% +19.00%
Buy
204.94 193.16 7.98% 688.687B -1.21% +20.48%
Buy
265.74 285.40 6.30% 543.731B +1.22% +2.07%
Buy
41.59 38.37 4.81% 415.411B -0.53% +23.52%
Buy
440.11 470.34 4.71% 405.988B +0.85% +3.19%
Buy
56.54 64.03 2.28% 197.117B -6.02% +14.87%
Buy
104.09 100.36 2.11% 182.157B -0.53% +11.62%
Buy
479.88 431.36 2.10% 181.182B +0.14% +24.40%
Buy
238.63 220.94 1.99% 171.734B -0.05% +27.38%
Buy
64.52 68.52 1.88% 162.371B -1.81% +25.43%
Buy

Investing in the Financial Services Sector

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

ETF Opportunities

View More
Name
Last Price
Net Assets
Expense Ratio
YTD Return
42.38 38.796B 0.09% +12.71%
102.99 9.936B 0.10% +11.63%
52.09 2.614B 0.35% -0.65%
97.94 2.582B 0.40% +14.67%
109.90 2.13B 0.94% +32.97%

Mutual Fund Opportunities

View More
Name
Last Price
Net Assets
Expense Ratio
YTD Return
51.61 9.936B 0.10% +11.66%
10.97 1.56B 2.85% +3.20%
10.75 1.56B 2.85% +3.17%
10.92 1.56B 2.85% -
40.28 1.529B 0.93% +14.30%

Financial Services Research

View More

Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Truist Financial Corporation

    Based in Charlotte, North Carolina, Truist is the combination of BB&T and SunTrust. Truist is a regional bank with a presence primarily in the Southeastern United States. In addition to commercial banking, retail banking, and investment banking operations, the company operates several nonbank segments.

    Rating
    Price Target
     
  • Analyst Report: W. R. Berkley Corporation

    W.R. Berkley is an insurance holding company with a host of subsidiaries that primarily underwrite commercial casualty insurance. The firm specializes in niche products that include various excess and surplus lines, workers' compensation insurance, self-insurance consulting, reinsurance, and regional commercial lines for small and midsize businesses.

    Rating
    Price Target
     
  • Analyst Report: Citigroup Inc.

    Citigroup is a global financial-services company doing business in more than 100 countries and jurisdictions. Citigroup's operations are organized into five primary segments: services, markets, banking, US personal banking, and wealth management. The bank's primary services include cross-border banking needs for multinational corporates, investment banking and trading, and credit card services in the United States.

    Rating
    Price Target
     
  • Analyst Report: W. R. Berkley Corporation

    W.R. Berkley is an insurance holding company with a host of subsidiaries that primarily underwrite commercial casualty insurance. The firm specializes in niche products that include various excess and surplus lines, workers' compensation insurance, self-insurance consulting, reinsurance, and regional commercial lines for small and midsize businesses.

    Rating
    Price Target
     

From the Community

Financial Services News