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
8.954T
Market Weight
14.68%
Industries
15
Companies
1418
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.81%
S&P 500
0.51%

YTD Return

Sector
11.90%
S&P 500
13.20%

1-Year Return

Sector
19.49%
S&P 500
18.54%

3-Year Return

Sector
11.95%
S&P 500
22.38%

5-Year Return

Sector
49.87%
S&P 500
79.75%

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%
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

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
433.29 451.58 10.66% 934.143B +0.11% +21.49%
Buy
208.67 197.41 8.00% 701.221B +0.04% +22.67%
Buy
253.74 283.50 5.92% 519.177B -0.17% -2.54%
Buy
41.68 41.11 4.75% 416.31B -1.21% +23.79%
Buy
429.60 473.85 4.56% 399.363B -0.66% +0.72%
Buy
59.70 59.05 2.32% 203.142B +0.44% +21.29%
Buy
491.71 464.04 2.12% 185.648B +1.03% +27.46%
Buy
103.56 105.94 2.07% 181.23B +1.56% +11.06%
Hold
140.02 135.47 1.96% 171.366B +1.74% +6.95%
Buy
240.18 229.83 1.95% 170.747B -0.34% +28.21%
Buy

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
42.74 38.796B 0.09% +13.67%
104.73 9.936B 0.10% +13.52%
58.22 2.614B 0.35% +11.04%
99.77 2.582B 0.40% +16.81%
112.33 2.13B 0.94% +35.91%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
52.45 9.936B 0.10% +13.48%
11.00 1.56B 2.85% +3.48%
10.77 1.56B 2.85% +3.36%
10.94 1.56B 2.85% -
40.83 1.529B 0.93% +15.86%

Financial Services Research

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Discover 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     

From the Community

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