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 | 10.62% | Buy | ||||
212.80 | 216.82 | 8.03% | Buy | ||||
265.67 | 305.30 | 5.81% | Buy | ||||
463.71 | 513.62 | 4.80% | 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: Bread Financial Holdings, Inc.
Formed by a combination of JCPenney’s credit card processing unit and The Limited’s credit card bank business, Bread Financial is a provider of private label and co-branded credit cards, loyalty programs, and marketing services. The company’s most financially significant unit is its credit card business that partners with retailers to jointly market Bread’s credit cards to their customers. The company also retains minority interest in its recently spun-off LoyaltyOne division, which operates the largest airline miles loyalty program in Canada and offers marketing services to grocery chains in Europe and Asia.
RatingPrice TargetAnalyst Report: Bank of America Corporation
Bank of America is one of the largest financial institutions in the United States, with more than $3.0 trillion in assets. It is organized into four major segments: consumer banking, global wealth and investment management, global banking, and global markets. Bank of America's consumer-facing lines of business include its network of branches and deposit-gathering operations, retail lending products, credit and debit cards, and small-business services. The company's Merrill Lynch operations provide brokerage and wealth-management services, as does its private bank. Wholesale lines of business include investment banking, corporate and commercial real estate lending, and capital markets operations. Bank of America has operations in several countries but is primarily US-focused.
RatingPrice TargetAnalyst 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 426 million active accounts at the end of 2023. The company also owns Venmo, a person-to-person payment platform.
RatingPrice TargetAnalyst Report: Synchrony Financial
Synchrony Financial, originally a spinoff of GE Capital's retail financing business, is the largest provider of private-label credit cards in the United States by both outstanding receivables and purchasing volume. Synchrony partners with other firms to market its credit products in their physical stores as well as on their websites and mobile applications. Synchrony operates through three segments: retail card (private-label and co-branded general-purpose credit cards), payment solutions (promotional financing for large ticket purchases), and CareCredit (financing for elective healthcare procedures).
RatingPrice Target