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
10.17T
Market Weight
15.04%
Industries
15
Companies
1409
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.03%
S&P 500
0.38%

YTD Return

Sector
27.09%
S&P 500
25.70%

1-Year Return

Sector
43.16%
S&P 500
36.94%

3-Year Return

Sector
21.32%
S&P 500
27.63%

5-Year Return

Sector
67.47%
S&P 500
94.22%

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%
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

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
463.41 513.00 10.03% 999.724B +0.71% +29.93%
Buy
236.98 227.53 7.99% 796.355B +0.25% +39.32%
Buy
307.87 322.82 6.00% 597.788B +0.68% +18.25%
Buy
524.76 549.17 4.83% 481.641B +1.33% +23.04%
Buy
45.13 46.46 4.52% 450.77B +0.80% +34.04%
Buy
70.04 66.94 2.34% 233.197B +0.89% +42.30%
Buy
129.53 116.63 2.27% 226.677B +0.85% +38.91%
Hold
589.26 548.76 2.23% 222.479B +1.22% +52.75%
Buy
177.46 167.05 2.16% 215.238B +0.66% +35.55%
Hold
287.60 275.96 2.03% 202.598B +0.27% +53.52%
Hold

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
49.19 44.672B 0.09% +30.82%
120.53 11.294B 0.10% +30.64%
83.19 5.373B 1.06% +457.08%
64.98 3.619B 0.35% +23.94%
113.45 3.279B 0.39% +32.83%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
60.40 11.294B 0.10% +30.68%
46.90 1.592B 0.93% +33.09%
46.98 1.592B 0.93% +32.90%
11.15 1.514B 2.85% +4.89%
10.91 1.514B 2.85% +4.70%

Financial Services Research

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Discover 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     

From the Community

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