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
11.132T
Market Weight
14.45%
Industries
15
Companies
1483
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.18%
S&P 500
0.26%

YTD Return

Sector
11.59%
S&P 500
15.80%

1-Year Return

Sector
16.06%
S&P 500
17.66%

3-Year Return

Sector
61.84%
S&P 500
75.34%

5-Year Return

Sector
101.18%
S&P 500
103.02%

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%
11.59%
Banks - Diversified
22.40%
24.51%
Credit Services
15.66%
8.46%
Asset Management
13.25%
2.08%
Capital Markets
11.04%
50.85%
Insurance - Diversified
10.40%
2.60%
Banks - Regional
8.94%
5.92%
Financial Data & Stock Exchanges
5.89%
2.40%
Insurance - Property & Casualty
5.29%
0.43%
Insurance Brokers
2.82%
-9.29%
Insurance - Life
2.38%
-1.84%
Insurance - Specialty
0.68%
-7.63%
Mortgage Finance
0.63%
33.38%
Insurance - Reinsurance
0.38%
-11.95%
Financial Conglomerates
0.18%
169.71%
Shell Companies
0.08%
17.50%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Banks - Diversified
0.25%
Credit Services
0.32%
Asset Management
0.06%
Capital Markets
0.33%
Insurance - Diversified
0.15%
Banks - Regional
-0.34%
Financial Data & Stock Exchanges
-0.44%
Insurance - Property & Casualty
0.26%
Insurance Brokers
0.23%
Insurance - Life
0.30%
Insurance - Specialty
-0.03%
Mortgage Finance
-0.36%
Insurance - Reinsurance
0.76%
Financial Conglomerates
0.20%
Shell Companies
110.01%

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Largest Companies in This Sector

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Table View
Heatmap View
Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
311.12 327.09 9.51% 1.045T +0.54% +29.79%
Buy
477.54 519.67 9.37% 1.03T -0.20% +5.35%
Buy
340.74 390.53 5.99% 658.739B -1.24% +7.82%
Buy
53.45 57.85 4.86% 533.872B +0.79% +21.62%
Buy
551.99 650.98 4.51% 495.685B -0.31% +4.83%
Buy
789.37 801.58 2.71% 298.031B -0.10% +37.85%
Hold
164.00 167.35 2.61% 287B -0.16% +30.45%
Buy
86.97 92.90 2.49% 273.863B +1.14% +23.82%
Buy
101.23 113.45 2.32% 254.755B +1.01% +43.81%
Buy
360.73 345.66 2.26% 248.489B +0.52% +21.54%
Hold

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
52.37 54.021B 0.08% +8.36%
127.52 14.439B 0.09% +8.00%
77.00 5.695B 0.35% +17.83%
107.98 4.782B 1.06% +62.64%
122.60 4.08B 0.38% +10.87%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
63.90 14.439B 0.09% +8.01%
47.00 2.109B 0.93% +10.54%
47.06 2.109B 0.93% +10.39%
27.47 1.6B 0.29% +10.32%
11.13 1.531B 2.81% +5.50%

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 its operations 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 Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.

    Rating
    Price Target
     
  • 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 its operations 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 Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.

    Rating
    Price Target
     
  • Analyst Report: Markel Group Inc.

    Markel's primary business is property and casualty insurance. The company focuses primarily on specialty lines, ranging from areas such as executive liability to commercial equine insurance. The acquisition of Alterra in 2013 added substantial reinsurance operations, which now account for a little over 10% of premiums. The company uses capital generated by its insurance operations to buy noninsurance operations in diverse areas, such as bakery equipment manufacturing and residential homebuilding.

    Rating
    Price Target
     
  • 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 its operations 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 Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.

    Rating
    Price Target
     

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