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% | 27.09% | |
Banks - Diversified | 19.72% | 26.82% | |
Credit Services | 15.58% | 21.25% | |
Asset Management | 14.33% | 32.53% | |
Insurance - Diversified | 11.36% | 26.74% | |
Banks - Regional | 10.05% | 30.22% | |
Capital Markets | 8.15% | 34.22% | |
Financial Data & Stock Exchanges | 6.42% | 22.09% | |
Insurance - Property & Casualty | 5.98% | 41.97% | |
Insurance Brokers | 3.50% | 31.64% | |
Insurance - Life | 2.73% | 19.03% | |
Insurance - Specialty | 0.85% | 10.92% | |
Mortgage Finance | 0.61% | -9.47% | |
Insurance - Reinsurance | 0.48% | 11.24% | |
Shell Companies | 0.15% | -54.70% | |
Financial Conglomerates | 0.08% | -0.20% |
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 |
---|---|---|---|---|---|---|---|
463.41 | 513.00 | 10.03% | | | | Buy | |
236.98 | 227.53 | 7.99% | | | | Buy | |
307.87 | 322.82 | 6.00% | | | | Buy | |
524.76 | 549.17 | 4.83% | | | | Buy | |
45.13 | 46.46 | 4.52% | | | | Buy | |
70.04 | 66.94 | 2.34% | | | | Buy | |
129.53 | 116.63 | 2.27% | | | | Hold | |
589.26 | 548.76 | 2.23% | | | | Buy | |
177.46 | 167.05 | 2.16% | | | | Hold | |
287.60 | 275.96 | 2.03% | | | | Hold |
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 |
---|---|---|---|---|
49.19 | 44.672B | 0.09% | | |
120.53 | 11.294B | 0.10% | | |
83.19 | 5.373B | 1.06% | | |
64.98 | 3.619B | 0.35% | | |
113.45 | 3.279B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
60.40 | 11.294B | 0.10% | | |
46.90 | 1.592B | 0.93% | | |
46.98 | 1.592B | 0.93% | | |
11.15 | 1.514B | 2.85% | | |
10.91 | 1.514B | 2.85% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Coinbase Global, Inc.
Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange. While the company still generates the majority of its revenue from transaction fees charged to its retail customers, Coinbase uses internal investment and acquisitions to expand into adjacent businesses, such as prime brokerage and data analytics.
RatingPrice TargetAnalyst Report: Banco Bradesco S.A.
Banco Bradesco is Brazil's second-largest private bank, with about 15% of deposits, and the largest insurance provider in Brazil, with roughly 20%-25% market share. The bank is majority controlled by the Bradesco foundation—a private nonprofit institution focused on education. Banking provides roughly 70% of profits, while the insurance segment contributes the remaining 30%. The bank is also a major asset manager with high-single-digit market share. In 2016, Bradesco acquired the Brazilian operations of HSBC.
RatingPrice TargetAnalyst Report: The Bank of New York Mellon Corporation
BNY Mellon is a global investment company involved in managing and servicing financial assets throughout the investment lifecycle. The bank provides financial services for institutions, corporations, and individual investors and delivers investment management and investment services in 35 countries and more than 100 markets. BNY Mellon is the largest global custody bank in the world, with $47.8 trillion in under custody or administration (as of Dec. 31, 2023), and can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute, or restructure investments. BNY Mellon’s asset-management division manages about $2.0 trillion in assets.
RatingPrice TargetAnalyst Report: Hartford Finl Servs Grp Inc
Hartford Financial Services Group Inc. is a leading multiline insurance company. The company distributes its insurance products and other financial services through independent agencies. Its shares are a component of the S&P 500.
RatingPrice Target