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
8.808T
Market Weight
14.07%
Industries
15
Companies
1427
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.89%
S&P 500
0.88%

YTD Return

Sector
10.07%
S&P 500
17.08%

1-Year Return

Sector
21.39%
S&P 500
26.65%

3-Year Return

Sector
9.03%
S&P 500
27.81%

5-Year Return

Sector
47.53%
S&P 500
85.30%

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%
10.07%
Banks - Diversified
20.21%
12.58%
Credit Services
15.42%
3.90%
Asset Management
13.78%
10.33%
Insurance - Diversified
11.90%
14.93%
Banks - Regional
9.55%
7.16%
Capital Markets
8.11%
15.69%
Financial Data & Stock Exchanges
6.39%
5.12%
Insurance - Property & Casualty
5.73%
17.85%
Insurance Brokers
3.53%
15.05%
Insurance - Life
2.84%
7.43%
Insurance - Specialty
0.95%
8.05%
Mortgage Finance
0.66%
-14.87%
Insurance - Reinsurance
0.60%
19.89%
Shell Companies
0.24%
-38.52%
Financial Conglomerates
0.10%
-2.96%

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
418.78 452.41 10.50% 903.589B +1.21% +17.42%
Buy
207.45 193.91 8.10% 697.121B -0.17% +21.96%
Buy
262.55 286.32 6.24% 537.204B -0.17% +0.85%
Buy
41.81 38.48 4.85% 417.609B +0.17% +24.18%
Buy
436.42 472.21 4.72% 405.703B +0.64% +2.32%
Buy
60.16 63.95 2.44% 209.737B +0.74% +22.23%
Buy
104.64 100.47 2.13% 183.12B +1.14% +12.21%
Buy
479.23 433.03 2.10% 180.936B +0.07% +24.23%
Buy
238.75 240.17 2.00% 171.734B -0.08% +27.44%
Buy
65.71 68.34 1.92% 165.366B -1.90% +27.74%
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
42.24 38.796B 0.09% +12.34%
102.73 9.936B 0.10% +11.35%
51.97 2.614B 0.35% -0.88%
97.71 2.582B 0.40% +14.40%
109.22 2.13B 0.94% +32.15%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
51.47 9.936B 0.10% +11.36%
10.98 1.56B 2.85% +3.29%
10.75 1.56B 2.85% +3.17%
10.92 1.56B 2.85% -
40.24 1.529B 0.93% +14.19%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Berkshire Hathaway Inc.

    Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include five of Berkshire's largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.

    Rating
    Price Target
     
  • Analyst Report: Prudential Financial, Inc.

    Prudential Financial is a large, diversified insurance company offering annuities, life insurance, retirement plan services, and asset management products. While it operates in a number of countries, the vast majority of revenue is generated in the United States and Japan. The company’s investment management business, PGIM, contributes approximately 10% of its earnings and has around $1.3 trillion in assets under management. The US businesses are responsible for about 50% of earnings and can be classified into Institutional Retirement Strategies, Individual Retirement Strategies, Group Insurance, Individual Life Insurance, and Assurance IQ. Finally, the international business segment of the company contributes approximately 40% of earnings with a strong market position in Japan.

    Rating
    Price Target
     
  • Analyst Report: The Carlyle Group Inc.

    The Carlyle Group is one of the world's largest alternative-asset managers, with $426.0 billion in total AUM, including $307.4 billion in fee-earning AUM, at the end of December 2023. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 35% of fee-earning AUM and 63% of base management fees during 2023), global credit (50% and 25%) and investment solutions (15% and 12%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.

    Rating
    Price Target
     
  • Daily – Vickers Top Insider Picks for 07/11/2024

    The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

     

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