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% | 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
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 |
---|---|---|---|---|---|---|---|
459.71 | 477.00 | 10.72% | | | | Buy | |
210.48 | 216.13 | 7.65% | | | | Buy | |
285.24 | 307.46 | 6.00% | | | | Buy | |
493.01 | 518.86 | 4.93% | | | | Buy | |
40.87 | 45.82 | 4.41% | | | | Buy | |
159.66 | 138.68 | 2.11% | | | | Hold | |
268.75 | 254.22 | 2.07% | | | | Hold | |
503.83 | 516.64 | 2.06% | | | | Buy | |
55.80 | 63.64 | 2.05% | | | | Buy | |
100.73 | 104.41 | 1.91% | | | | 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 |
---|---|---|---|---|
45.69 | 45.923B | 0.09% | | |
111.21 | 11.019B | 0.10% | | |
58.88 | 3.441B | 0.35% | | |
104.50 | 3.302B | 0.39% | | |
132.61 | 2.622B | 0.94% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
55.71 | 11.019B | 0.10% | | |
10.85 | 1.537B | 2.85% | | |
11.09 | 1.537B | 2.85% | | |
11.01 | 1.537B | 2.85% | | |
43.14 | 1.527B | 0.93% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: T. Rowe Price Group, Inc.
T. Rowe Price provides asset-management services for individual and institutional investors. It offers a broad range of no-load US and international stock, hybrid, bond, and money market funds. At the end of August 2024, the firm had $1.612 trillion in managed assets, composed of equity (51%), balanced (34%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a US-based asset manager, deriving less than 10% of its AUM from overseas.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice Target