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
8.737T
Market Weight
14.58%
Industries
15
Companies
1418
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.12%
S&P 500
0.47%

YTD Return

Sector
9.18%
S&P 500
12.04%

1-Year Return

Sector
18.51%
S&P 500
18.78%

3-Year Return

Sector
5.45%
S&P 500
20.46%

5-Year Return

Sector
53.02%
S&P 500
85.39%

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%
9.18%
Banks - Diversified
19.30%
6.64%
Credit Services
15.34%
2.51%
Asset Management
13.73%
9.09%
Insurance - Diversified
12.29%
17.72%
Banks - Regional
9.74%
8.44%
Capital Markets
7.61%
7.75%
Financial Data & Stock Exchanges
6.70%
9.43%
Insurance - Property & Casualty
6.00%
22.46%
Insurance Brokers
3.80%
22.80%
Insurance - Life
2.77%
3.67%
Insurance - Specialty
1.03%
15.08%
Mortgage Finance
0.78%
-0.84%
Insurance - Reinsurance
0.60%
19.34%
Shell Companies
0.23%
-41.48%
Financial Conglomerates
0.09%
-12.60%

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
431.67 444.43 10.88% 930.279B +0.03% +21.03%
Buy
205.80 199.15 8.09% 691.577B +0.85% +20.99%
Buy
259.76 304.55 5.91% 505.462B +0.17% -0.23%
Buy
456.78 475.04 4.94% 421.989B +0.26% +7.10%
Buy
38.28 41.98 4.47% 382.35B +0.18% +13.69%
Buy
490.26 471.39 2.16% 185.101B +0.92% +27.09%
Buy
52.76 64.99 2.10% 179.583B +0.76% +7.19%
Buy
237.85 232.63 1.98% 169.09B +1.85% +26.96%
Buy
94.72 105.41 1.94% 165.76B +0.10% +1.58%
Hold
130.93 135.47 1.87% 159.918B +0.21% +0.01%
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
42.40 43.158B 0.09% +12.77%
102.76 10.752B 0.10% +11.38%
52.81 3.601B 0.35% +0.72%
97.36 3.087B 0.40% +13.99%
107.81 2.453B 0.94% +30.44%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
51.51 10.752B 0.10% +11.45%
39.46 1.622B 0.93% +11.98%
39.55 1.622B 0.93% +11.88%
10.80 1.557B 2.85% +3.65%
11.02 1.557B 2.85% +3.67%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Daily – Vickers Top Insider Picks for 08/09/2024

    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.

     
  • Daily – Vickers Top Buyers & Sellers for 08/09/2024

    The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

     
  • Technical Assessment: Bullish in the Intermediate-Term

    Let us say this. At intermediate-term bottoms and tops, there is almost always a day or two when the market tries to trick you into thinking that there certainly will be a lower low during a decline and a higher high during an uptrend. We mention this as Wednesday might have been one of those days that makes you think lower lows are certain -- and they still might. But on Thursday, the market was destroying the bears. That said, Thursday also begs the fact that the price action from one day is usually insignificant. And some of the best rallies occur during intermediate- to long-term declines. Confused yet? One disturbing piece of the puzzle in looking for a potential bottom is the lack of fear in certain market-sentiment gauges. The five-day CBOE equity-only put/call ratio has risen, but we have not seen the expected spike into extreme bearish territory. On a daily basis, we have not printed one day of extreme fear since April -- and considering the velocity of this move lower, that is more than shocking. The NAAIM Exposure Index (compiled yesterday, so a very up-to-date reading) fell to only 75% from 84%. That is stunning as we expected exposure to fall dramatically after the recent price action. Maybe this is a great read on exposure, with so many on vacation. Combining put/calls with exposure creates a heavy smell of complacency. We saw panic in the volatility index Monday but high levels of complacency in the equity-only P/C and NAAIM exposure. That's very confusing sentiment data! (Mark Arbeter, CMT)

     
  • Analyst Report: American Intl Grp In

    AIG is a leading provider of insurance products in North America and internationally. The General Insurance segment offers traditional property and commercial insurance along with a number of specialty products. The Life & Retirement segment offers variable and fixed annuities and a family of mutual funds. The company is based in New York and has operations in more than 130 countries. The stock is part of the S&P 500 index.

    Rating
    Price Target
     

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