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
8.653T
Market Weight
14.62%
Industries
15
Companies
1421
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.67%
S&P 500
0.51%

YTD Return

Sector
8.14%
S&P 500
9.31%

1-Year Return

Sector
28.42%
S&P 500
26.00%

3-Year Return

Sector
8.35%
S&P 500
23.19%

5-Year Return

Sector
51.08%
S&P 500
80.96%

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%
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

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% 882.246B +0.60% +14.62%
Buy
197.50 191.88 7.89% 663.685B +0.95% +16.11%
Buy
278.54 286.06 6.77% 569.921B +0.49% +6.99%
Buy
455.49 474.80 5.03% 423.43B +0.16% +6.79%
Buy
38.28 37.03 4.54% 382.35B +1.51% +13.69%
Buy
61.28 63.21 2.54% 213.642B +0.66% +24.50%
Buy
239.14 212.13 2.04% 172.014B +1.23% +27.65%
Buy
455.56 418.60 2.04% 171.999B +1.93% +18.09%
Buy
98.11 98.52 2.04% 171.693B +2.58% +5.21%
Buy
63.32 66.75 1.89% 159.351B +0.91% +23.09%
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% +10.82%
101.28 9.692B 0.10% +9.78%
94.86 2.531B 0.40% +11.06%
50.41 2.461B 0.35% -3.85%
106.58 2.099B 0.94% +28.95%

Mutual Fund Opportunities

Name
Last Price
Net Assets
Expense Ratio
YTD Return
50.74 9.692B 0.10% +9.78%
10.58 1.619B 1.78% +1.54%
10.79 1.619B 1.78% +1.51%
10.77 1.619B 1.78% -
10.87 1.557B 2.85% +2.26%

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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     

From the Community

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