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% | 13.72% | |
| Banks - Diversified | 19.50% | 12.22% | |
| Credit Services | 15.15% | 5.48% | |
| Asset Management | 14.05% | 16.26% | |
| Insurance - Diversified | 12.08% | 20.61% | |
| Banks - Regional | 10.05% | 16.61% | |
| Capital Markets | 7.77% | 14.57% | |
| Financial Data & Stock Exchanges | 6.43% | 9.29% | |
| Insurance - Property & Casualty | 5.81% | 23.52% | |
| Insurance Brokers | 3.67% | 23.52% | |
| Insurance - Life | 2.84% | 10.76% | |
| Insurance - Specialty | 1.00% | 16.93% | |
| Mortgage Finance | 0.71% | -5.67% | |
| Insurance - Reinsurance | 0.61% | 26.39% | |
| Shell Companies | 0.23% | -40.24% | |
| Financial Conglomerates | 0.09% | -0.69% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 438.50 | 490.00 | 10.61% | Buy | ||||
| 212.80 | 216.82 | 8.03% | Buy | ||||
| 265.67 | 305.30 | 5.80% | Buy | ||||
| 463.71 | 513.62 | 4.84% | Buy | ||||
| 40.31 | 45.23 | 4.52% | Buy | ||||
| 59.34 | 64.51 | 2.27% | Buy | ||||
| 509.03 | 513.01 | 2.16% | Buy | ||||
| 103.21 | 105.64 | 2.03% | Hold | ||||
| 253.04 | 253.26 | 2.02% | Buy | ||||
| 142.15 | 135.47 | 1.95% | Buy |
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 43.74 | 38.796B | 0.09% | ||
| 106.89 | 9.936B | 0.10% | ||
| 58.28 | 2.614B | 0.35% | ||
| 101.29 | 2.582B | 0.40% | ||
| 119.81 | 2.13B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 53.60 | 9.936B | 0.10% | ||
| 11.01 | 1.56B | 2.85% | ||
| 10.79 | 1.56B | 2.85% | ||
| 10.95 | 1.56B | 2.85% | - | |
| 41.55 | 1.529B | 0.93% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Capital One Financial Corporation
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial’s credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
RatingPrice TargetAnalyst Report: KKR & Co. Inc.
KKR is one of the world's largest alternative asset managers, with $577.6 billion in total managed assets, including $470.6 billion in fee-earning AUM, at the end of March 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).
RatingPrice TargetAnalyst Report: Mastercard Incorporated
Mastercard is the second-largest payment processor in the world, having processed close to over $9 trillion in volume during 2023. Mastercard operates in over 200 countries and processes transactions in over 150 currencies.
RatingPrice TargetAnalyst Report: S&P Global Inc
S&P Global Inc., based in New York, is a diversified financial services company. The company has approximately 40,500 employees. SPGI shares are a component of the S&P 500.
RatingPrice Target
