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% | 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
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 |
---|---|---|---|---|---|---|---|
418.78 | 452.41 | 10.50% | Buy | ||||
207.45 | 193.91 | 8.10% | Buy | ||||
262.55 | 286.32 | 6.24% | Buy | ||||
41.81 | 38.48 | 4.85% | Buy | ||||
436.42 | 472.21 | 4.72% | Buy | ||||
60.16 | 63.95 | 2.44% | Buy | ||||
104.64 | 100.47 | 2.13% | Buy | ||||
479.23 | 433.03 | 2.10% | Buy | ||||
238.75 | 240.17 | 2.00% | Buy | ||||
65.71 | 68.34 | 1.92% | 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 |
---|---|---|---|---|
42.24 | 38.796B | 0.09% | ||
102.73 | 9.936B | 0.10% | ||
51.97 | 2.614B | 0.35% | ||
97.71 | 2.582B | 0.40% | ||
109.22 | 2.13B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
51.47 | 9.936B | 0.10% | ||
10.98 | 1.56B | 2.85% | ||
10.75 | 1.56B | 2.85% | ||
10.92 | 1.56B | 2.85% | - | |
40.24 | 1.529B | 0.93% |
Financial Services Research
View MoreDiscover 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetAnalyst 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.
RatingPrice TargetDaily – 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.