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% | 11.90% | |
Banks - Diversified | 19.80% | 12.15% | |
Credit Services | 14.74% | 0.98% | |
Asset Management | 14.04% | 14.32% | |
Insurance - Diversified | 12.11% | 18.93% | |
Banks - Regional | 10.28% | 17.33% | |
Capital Markets | 7.84% | 13.75% | |
Financial Data & Stock Exchanges | 6.49% | 8.58% | |
Insurance - Property & Casualty | 5.70% | 19.10% | |
Insurance Brokers | 3.56% | 17.95% | |
Insurance - Life | 2.82% | 8.29% | |
Insurance - Specialty | 0.99% | 14.17% | |
Mortgage Finance | 0.70% | -9.19% | |
Insurance - Reinsurance | 0.61% | 22.54% | |
Shell Companies | 0.23% | -40.40% | |
Financial Conglomerates | 0.10% | -1.42% |
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 |
---|---|---|---|---|---|---|---|
433.29 | 451.58 | 10.66% | Buy | ||||
208.67 | 197.41 | 8.00% | Buy | ||||
253.74 | 283.50 | 5.92% | Buy | ||||
41.68 | 41.11 | 4.75% | Buy | ||||
429.60 | 473.85 | 4.56% | Buy | ||||
59.70 | 59.05 | 2.32% | Buy | ||||
491.71 | 464.04 | 2.12% | Buy | ||||
103.56 | 105.94 | 2.07% | Hold | ||||
140.02 | 135.47 | 1.96% | Buy | ||||
240.18 | 229.83 | 1.95% | Buy |
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 |
---|---|---|---|---|
42.74 | 38.796B | 0.09% | ||
104.73 | 9.936B | 0.10% | ||
58.22 | 2.614B | 0.35% | ||
99.77 | 2.582B | 0.40% | ||
112.33 | 2.13B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
52.45 | 9.936B | 0.10% | ||
11.00 | 1.56B | 2.85% | ||
10.77 | 1.56B | 2.85% | ||
10.94 | 1.56B | 2.85% | - | |
40.54 | 1.529B | 0.93% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Bread Financial Holdings, Inc.
Formed by a combination of JCPenney’s credit card processing unit and The Limited’s credit card bank business, Bread Financial is a provider of private label and co-branded credit cards, loyalty programs, and marketing services. The company’s most financially significant unit is its credit card business that partners with retailers to jointly market Bread’s credit cards to their customers. The company also retains minority interest in its recently spun-off LoyaltyOne division, which operates the largest airline miles loyalty program in Canada and offers marketing services to grocery chains in Europe and Asia.
RatingPrice TargetAnalyst Report: Lazard, Inc.
Lazard has a storied history that can be traced back to 1848. The company's revenue is nearly equally split between financial advisory, such as acquisition and restructuring advisory, and asset management. The company's asset management business is primarily equities (over 80% of assets under management), has an international focus, and is geared toward institutional clients. By geography, the company earns approximately 60% of revenue in the Americas, 35% in EMEA, and 5% in Asia-Pacific. Lazard has offices across more than 20 countries and over 3,000 employees.
RatingPrice TargetAnalyst Report: Tradeweb Markets Inc.
Founded in 1998 and headquartered in New York City, Tradeweb Markets is a leading fixed-income trading platform. While it does offer electronic processing for some voice-negotiated trades, the company focuses primarily on providing electronic trading networks that connect broker/dealers, institutional clients, and retail customers. While the company offers trading in a wide variety of products, the bulk of its business is in U.S. and European government debt, mortgage-backed securities, interest-rate swaps, and U.S. and international corporate bonds. The firm also sells fixed-income trading and price data, primarily through a deal with Refinitiv’s Eikon service.
RatingPrice TargetAnalyst Report: Banco Santander, S.A.
Santander's focus is on retail and commercial banking. Latin America is geographically the most significant operation, with Brazil making the largest contribution. Its continental European business is mainly in Spain and Portugal. Santander's UK presence is the result of its acquisition of Abbey building society. In the US, Santander operates a vehicle finance business and a regional bank focused on the Northeastern states.
RatingPrice Target