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
11.44T
Market Weight
15.06%
Industries
15
Companies
1466
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.88%
S&P 500
0.01%

YTD Return

Sector
14.68%
S&P 500
13.69%

1-Year Return

Sector
20.58%
S&P 500
17.62%

3-Year Return

Sector
68.97%
S&P 500
87.30%

5-Year Return

Sector
108.33%
S&P 500
97.02%

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%
14.68%
Banks - Diversified
21.60%
23.42%
Credit Services
15.42%
9.77%
Asset Management
13.54%
7.22%
Capital Markets
10.68%
49.85%
Insurance - Diversified
10.63%
7.68%
Banks - Regional
9.06%
10.32%
Financial Data & Stock Exchanges
5.90%
5.33%
Insurance - Property & Casualty
5.59%
9.04%
Insurance Brokers
3.12%
3.31%
Insurance - Life
2.36%
0.24%
Mortgage Finance
0.77%
67.48%
Insurance - Specialty
0.69%
-3.24%
Insurance - Reinsurance
0.40%
-5.09%
Financial Conglomerates
0.18%
186.26%
Shell Companies
0.08%
17.56%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Banks - Diversified
0.74%
Credit Services
0.72%
Asset Management
0.82%
Capital Markets
0.98%
Insurance - Diversified
0.99%
Banks - Regional
0.62%
Financial Data & Stock Exchanges
0.81%
Insurance - Property & Casualty
1.38%
Insurance Brokers
1.11%
Insurance - Life
1.44%
Mortgage Finance
-1.20%
Insurance - Specialty
0.84%
Insurance - Reinsurance
2.00%
Financial Conglomerates
-0.33%
Shell Companies
105.58%

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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
405.01 - 99.20% 1,387.22T 0.00% +4,050,100,000.00%
498.75 521.00 0.08% 1.076T +0.57% +10.03%
Buy
310.03 317.61 0.07% 1.042T +0.81% +29.34%
Buy
349.84 390.36 0.05% 679.018B +1.12% +10.69%
Buy
580.45 647.82 0.04% 524.734B +0.54% +10.23%
Buy
50.64 55.56 0.04% 505.805B +0.32% +15.22%
Buy
789.98 738.25 0.02% 298.262B +1.36% +37.96%
Hold
157.59 150.95 0.02% 275.782B +1.47% +25.35%
Buy
80.67 89.12 0.02% 258.421B +0.21% +14.85%
Buy
97.74 108.50 0.02% 245.972B +0.41% +38.85%
Buy

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
53.72 54.021B 0.08% +11.15%
131.00 14.444B 0.09% +10.95%
77.40 5.695B 0.35% +18.44%
94.56 4.782B 1.06% +42.43%
125.67 4.08B 0.38% +13.65%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
65.63 14.444B 0.09% +10.94%
48.24 2.115B 0.93% +13.45%
48.32 2.115B 0.93% +13.35%
27.96 1.6B 0.29% +12.29%
11.05 1.531B 2.81% +4.74%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: PayPal Holdings, Inc.

    PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 434 million active accounts at the end of 2024. The company also owns Venmo, a person-to-person payment platform.

    Rating
    Price Target
     
  • Analyst Report: FactSet Research Systems Inc.

    FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

    Rating
    Price Target
     
  • Technical Assessment: Bullish in the Intermediate-Term

    Market sentiment remains muted, especially when considering how strong the stock market has been since the April bottom. One would might think that market participants, no matter who they are, would be euphoric with the three-year gains that have been posted since the last bear market ended in October 2022. The weekly National Association of Active Investment Managers Exposure Index (NAAIM) has been very steady since the beginning of May, with exposure ranging between 70% and 99% and this week's reading at 86%. During large and lengthy advances in the past, exposure has jumped over 100% and occasionally exceeded 110%. Participants in this survey typically move in sync with prices, but have not pushed all their chips in during this advance. The weekly American Association of Individual Investors (AAII) survey is even more compelling, as survey members have not exhibited extreme bullishness toward the stock market since back in 2024. The current weekly data shows 42% bulls and 39% bears, rather stunning given the market's performance. The participants in this survey have been the smart money at times, and seem to be somewhat sophisticated individual investors who have played this game for many years. Still, in the options market, the 10-day CBOE equity-only put/call ratio has dropped to an extremely low level of 0.51, the second-lowest reading of the year (May 20) and close to the low from July 2023 (right before a three-month correction). The 21-day equity-only P/C is still falling (a bullish sign), but is close to reaching an extreme level. (Mark Arbeter, CMT)

     
  • Daily – Vickers Top Buyers & Sellers for 10/03/2025

    The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

     

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