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% | 8.14% | |
Banks - Diversified | 19.80% | 8.38% | |
Credit Services | 16.30% | 7.90% | |
Asset Management | 13.54% | 6.56% | |
Insurance - Diversified | 11.94% | 13.32% | |
Banks - Regional | 9.38% | 3.47% | |
Capital Markets | 7.97% | 11.71% | |
Financial Data & Stock Exchanges | 6.24% | 0.96% | |
Insurance - Property & Casualty | 5.90% | 19.24% | |
Insurance Brokers | 3.43% | 10.02% | |
Insurance - Life | 2.85% | 5.82% | |
Insurance - Specialty | 0.97% | 7.52% | |
Mortgage Finance | 0.67% | -15.26% | |
Insurance - Reinsurance | 0.61% | 20.01% | |
Shell Companies | 0.28% | -30.05% | |
Financial Conglomerates | 0.10% | 4.17% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
---|---|---|---|---|---|---|---|
408.82 | 455.79 | 10.48% | Buy | ||||
197.50 | 191.88 | 7.89% | Buy | ||||
278.54 | 286.06 | 6.77% | Buy | ||||
455.49 | 474.80 | 5.03% | Buy | ||||
38.28 | 37.03 | 4.54% | Buy | ||||
61.28 | 63.21 | 2.54% | Buy | ||||
239.14 | 212.13 | 2.04% | Buy | ||||
455.56 | 418.60 | 2.04% | Buy | ||||
98.11 | 98.52 | 2.04% | Buy | ||||
63.32 | 66.75 | 1.89% | 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 |
---|---|---|---|---|
41.67 | 37.659B | 0.09% | ||
101.28 | 9.692B | 0.10% | ||
94.86 | 2.531B | 0.40% | ||
50.41 | 2.461B | 0.35% | ||
106.58 | 2.099B | 0.94% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
50.74 | 9.692B | 0.10% | ||
10.58 | 1.619B | 1.78% | ||
10.79 | 1.619B | 1.78% | ||
10.77 | 1.619B | 1.78% | - | |
10.87 | 1.557B | 2.85% |
Financial Services Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: Manulife Financial Corporation
Manulife Financial provides life insurance, annuities, and asset management products to individuals and group customers in Canada, the United States, and Asia. Its investment management business contributes approximately 20% of its earnings and has around CAD 1.05 trillion in assets under management and administration as of the end of 2023. The US business, which primarily operates under the John Hancock brand, contributes about 27% of earnings and is mainly focused on providing insurance products for estate, business, and income protection. The Asia segment provides insurance products and insurance-based wealth accumulation products in over 11 countries and contributes around 30% of earnings. The Canadian business segment contributes approximately 23% of earnings.
RatingPrice TargetAnalyst Report: Markel Group Inc.
Markel's primary business is property and casualty insurance, and 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 less than 15% 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.
RatingPrice TargetAnalyst Report: Citigroup Inc.
Citigroup is a global financial-services company doing business in more than 100 countries and jurisdictions. Citigroup's operations are organized into five primary segments: services, markets, banking, US personal banking, and wealth management. The bank's primary services include cross-border banking needs for multinational corporates, investment banking and trading, and credit card services in the United States.
RatingPrice TargetAnalyst Report: KKR & Co. Inc.
KKR is one of the world's largest alternative asset managers, with $552.8 billion in total managed assets, including $446.4 billion in fee-earning AUM, at the end of 2023. The company has two core segments: asset management (which includes private markets—private equity, credit, infrastructure, energy, and real estate—and public markets—primarily credit and hedge/investment fund platforms) and insurance (following the firm's initial investment in, and then ultimate purchase of, Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
RatingPrice Target