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
8.463T
Market Weight
14.62%
Industries
15
Companies
1425
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.01%
S&P 500
1.02%

YTD Return

Sector
5.75%
S&P 500
6.92%

1-Year Return

Sector
22.59%
S&P 500
25.26%

3-Year Return

Sector
8.24%
S&P 500
22.00%

5-Year Return

Sector
46.55%
S&P 500
73.29%

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 WeightDay ReturnYTD Return
All Industries 100% -0.01% 5.75%
Banks - Diversified 19.89% -0.05% 6.47%
Credit Services 16.67% -0.13% 7.91%
Asset Management 13.51% 0.01% 3.92%
Insurance - Diversified 11.97% -0.04% 11.12%
Banks - Regional 9.31% 0.06% 0.41%
Capital Markets 7.86% -0.03% 7.77%
Financial Data & Stock Exchanges 6.32% 0.07% -0.01%
Insurance - Property & Casualty 5.84% 0.15% 15.44%
Insurance Brokers 3.32% -0.10% 3.97%
Insurance - Life 2.79% -0.10% 1.19%
Insurance - Specialty 0.94% 0.01% 2.20%
Mortgage Finance 0.61% 0.26% -24.51%
Insurance - Reinsurance 0.58% 0.15% 10.98%
Shell Companies 0.29% 2.51% -29.04%
Financial Conglomerates 0.10% -0.12% -1.53%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Largest Companies in This Sector

Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
402.10 481.00 10.56% 869.481B -0.69% +12.74%
Buy
193.49 205.59 7.90% 650.21B +0.06% +13.75%
Buy
274.52 308.56 6.82% 561.695B -0.23% +5.44%
Buy
462.42 512.40 5.24% 431.752B +0.07% +8.42%
Buy
37.83 39.54 4.59% 377.856B -0.21% +12.36%
Buy
59.91 62.56 2.55% 209.786B -0.03% +21.72%
Buy
235.64 223.46 2.06% 169.497B -0.62% +25.78%
Buy
92.83 98.15 1.97% 162.453B +0.29% -0.45%
Buy
427.57 441.34 1.96% 161.432B +1.79% +10.84%
Buy
62.66 65.88 1.91% 157.69B +1.41% +21.81%
Buy

Investing in the Financial Services Sector

Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds

ETF Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
40.82 38.438B 0.09% +8.56%
98.93 10.218B 0.10% +7.23%
48.19 2.995B 0.35% -8.09%
92.17 2.623B 0.40% +7.91%
100.63 2.451B 0.94% +21.75%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
49.61 10.218B 0.10% +7.33%
10.58 1.619B 1.78% +1.54%
10.84 1.619B 1.78% +1.98%
10.63 1.619B 1.78% +2.02%
10.79 1.619B 1.78% +1.51%

Financial Services Research

Discover 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 U.S. and international stock, hybrid, bond, and money market funds. At the end of January 2024, the firm had $1.450 trillion in managed assets, composed of equity (52%), balanced (33%), 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 U.S.-based asset manager, deriving just under 9% of its AUM from overseas.

    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: Capital One Financial Corp.

    Ranked by assets and deposits, Capital One is one of the largest banks in the U.S., with top-tier national businesses in credit card and auto lending and a retail and commercial banking presence in the New York, Metro D.C., and the Louisiana/Texas markets. Capital One's mix of loans is about 47% card loans, 24% consumer loans, and 29% commercial loans.

    Rating
    Price Target
     
  • Analyst Report: Huntington Bancshares, Inc.

    Based in Columbus, Ohio, Huntington is a regional bank providing a range of retail and commercial banking, residential mortgage lending, and asset management services. The company has $189 billion in assets and branch offices in Ohio, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Pennsylvania, South Dakota, West Virginia, and Wisconsin.

    Rating
    Price Target
     

From the Community

Financial Services News