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
9.476T
Market Weight
14.75%
Industries
15
Companies
1407
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
1.31%
S&P 500
1.70%

YTD Return

Sector
18.42%
S&P 500
19.79%

1-Year Return

Sector
29.05%
S&P 500
28.29%

3-Year Return

Sector
17.92%
S&P 500
28.89%

5-Year Return

Sector
60.11%
S&P 500
90.96%

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%
18.42%
Banks - Diversified
19.58%
17.36%
Credit Services
15.54%
12.65%
Asset Management
13.86%
19.38%
Insurance - Diversified
12.07%
25.40%
Banks - Regional
9.92%
19.80%
Capital Markets
7.22%
10.88%
Financial Data & Stock Exchanges
6.64%
17.59%
Insurance - Property & Casualty
6.25%
38.19%
Insurance Brokers
3.63%
27.41%
Insurance - Life
2.85%
15.58%
Insurance - Specialty
0.90%
9.68%
Mortgage Finance
0.76%
5.55%
Insurance - Reinsurance
0.53%
13.01%
Shell Companies
0.17%
-52.85%
Financial Conglomerates
0.09%
-0.22%

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
459.71 477.00 10.72% 991.788B +0.68% +28.89%
Buy
210.48 216.13 7.65% 707.303B +1.42% +23.74%
Buy
285.24 307.46 6.00% 555.043B -1.12% +9.56%
Buy
493.01 518.86 4.93% 455.46B -0.35% +15.59%
Buy
40.87 45.82 4.41% 408.22B +3.15% +21.38%
Buy
159.66 138.68 2.11% 195.009B +3.05% +21.95%
Hold
268.75 254.22 2.07% 191.058B +2.51% +43.46%
Hold
503.83 516.64 2.06% 190.224B +3.97% +30.60%
Buy
55.80 63.64 2.05% 189.93B +2.84% +13.37%
Buy
100.73 104.41 1.91% 176.278B +1.44% +8.02%
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
45.69 45.923B 0.09% +21.52%
111.21 11.019B 0.10% +20.54%
58.88 3.441B 0.35% +12.30%
104.50 3.302B 0.39% +22.35%
132.61 2.622B 0.94% +60.45%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
55.71 11.019B 0.10% +20.53%
10.85 1.537B 2.85% +4.13%
11.09 1.537B 2.85% +4.33%
11.01 1.537B 2.85% -
43.14 1.527B 0.93% +22.42%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Deutsche Bank Aktiengesellschaft

    Deutsche Bank is a universal bank operating on a global scale. The bank offers corporate, retail, investment banking, private banking, and asset management to its clients.

    Rating
    Price Target
     
  • Analyst Report: Capital One Financial Corporation

    Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial’s credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.

    Rating
    Price Target
     
  • Analyst Report: Manulife Financial Corporation

    Manulife Financial provides life insurance, annuities, and asset management products to individuals and group customers in Canada, the United States, and Asia. Its investment management business contributes approximately 20% of its earnings and has around CAD 1.05 trillion in assets under management and administration as of the end of 2023. The US business, which primarily operates under the John Hancock brand, contributes about 27% of earnings and is mainly focused on providing insurance products for estate, business, and income protection. The Asia segment provides insurance products and insurance-based wealth accumulation products in over 11 countries and contributes around 30% of earnings. The Canadian business segment contributes approximately 23% of earnings.

    Rating
    Price Target
     
  • Analyst Report: Evercore Inc.

    Evercore is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities trading, equity underwriting, and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 2,200 employees at the end of 2023, and about 75% of its revenue is derived from the United States.

    Rating
    Price Target
     

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