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
10.277T
Market Weight
15.23%
Industries
15
Companies
1409
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.19%
S&P 500
0.03%

YTD Return

Sector
28.43%
S&P 500
25.45%

1-Year Return

Sector
41.69%
S&P 500
35.64%

3-Year Return

Sector
21.94%
S&P 500
27.78%

5-Year Return

Sector
69.86%
S&P 500
93.23%

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%
28.43%
Banks - Diversified
19.89%
29.27%
Credit Services
15.45%
21.51%
Asset Management
14.30%
33.60%
Insurance - Diversified
11.34%
27.81%
Banks - Regional
10.05%
31.61%
Capital Markets
8.30%
38.13%
Financial Data & Stock Exchanges
6.45%
23.82%
Insurance - Property & Casualty
5.92%
42.12%
Insurance Brokers
3.43%
30.66%
Insurance - Life
2.76%
21.54%
Insurance - Specialty
0.85%
12.40%
Mortgage Finance
0.55%
-17.52%
Insurance - Reinsurance
0.48%
11.66%
Shell Companies
0.15%
-54.91%
Financial Conglomerates
0.08%
0.10%

Note: Percentage % data on heatmap indicates Day Return

Largest Companies in This Sector

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Name
Last Price
1Y Target Est.
Market Weight
Market Cap
Day Change %
YTD Return
Avg. Analyst Rating
468.47 513.00 10.04% 1.011T +0.08% +31.35%
Buy
243.18 228.44 8.11% 817.173B +0.84% +42.96%
Buy
310.10 322.89 5.98% 602.118B +0.20% +19.11%
Buy
521.33 551.33 4.75% 478.493B -0.11% +22.23%
Buy
46.08 46.82 4.57% 460.209B +0.45% +36.84%
Buy
73.12 67.34 2.42% 243.469B +0.49% +48.57%
Buy
133.45 116.92 2.32% 233.537B +0.52% +43.11%
Hold
593.42 552.51 2.22% 224.049B -0.13% +53.83%
Buy
183.66 167.58 2.21% 222.758B +1.16% +40.28%
Hold
290.32 276.16 2.03% 204.514B +0.93% +54.97%
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
49.86 44.672B 0.09% +32.61%
122.25 11.294B 0.10% +32.51%
84.30 5.373B 1.06% +464.51%
66.13 3.619B 0.35% +26.13%
115.21 3.279B 0.39% +34.89%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
61.15 11.294B 0.10% +32.30%
47.28 1.592B 0.93% +34.17%
47.37 1.592B 0.93% +34.00%
11.15 1.514B 2.85% +4.89%
10.91 1.514B 2.85% +4.70%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Aviva plc

    Aviva is a multiline insurer listed on the London Stock Exchange. The company traces its roots back to the 17th century with the establishment of Hand-in-Hand. After the Great Fire of London, this mutual was formed to provide protection against fires. Hand-in-Hand was then acquired by Commercial Union in 1905. Over the years, Hand-in-Hand insured London landmarks such as London Bridge, the British Museum, and the Palace in Lambeth. The life insurance part of Aviva began in the early part of the 18th century with the establishment of Amicable, again a mutual but this time to protect widows and children against the loss of life.

    Rating
    Price Target
     
  • Analyst Report: SCOR SE

    Scor is the world’s sixth-largest reinsurer, selling nonlife and life reinsurance. Scor global life insures life insurance and annuities. This means in its co-insurance agreements Scor shares in premiums and claims of life insurance contracts that have been sold by a primary insurer. In its excess of loss agreements, Scor reimburses a primary insurer for claims that are filed above an agreed amount. Scor also sells property and casualty reinsurance in coinsurance and excess of loss. Historically, Scor has been better in specialist lines and not as good in lines where there is a large potential for loss. Having recently grown in natural catastrophe, standards of underwriting have not been good. The business has subsequently decided to move back to less volatile lines.

    Rating
    Price Target
     
  • Daily – Vickers Top Insider Picks for 11/14/2024

    The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

     
  • Daily – Vickers Top Buyers & Sellers for 11/14/2024

    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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