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
10.885T
Market Weight
14.02%
Industries
15
Companies
1494
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services
Day Return
Sector
3.06%
S&P 500
1.04%
YTD Return
Sector
6.39%
S&P 500
0.85%
1-Year Return
Sector
4.53%
S&P 500
13.71%
3-Year Return
Sector
47.45%
S&P 500
71.33%
5-Year Return
Sector
52.32%
S&P 500
76.17%
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% | -6.39% | |
| Banks - Diversified | 23.23% | -5.52% | |
| Credit Services | 14.12% | -14.00% | |
| Asset Management | 12.61% | -9.94% | |
| Insurance - Diversified | 11.38% | -1.46% | |
| Capital Markets | 10.50% | -4.96% | |
| Banks - Regional | 10.42% | 3.59% | |
| Insurance - Property & Casualty | 5.38% | -2.62% | |
| Financial Data & Stock Exchanges | 5.37% | -11.89% | |
| Insurance Brokers | 2.63% | -11.73% | |
| Insurance - Life | 2.43% | -4.03% | |
| Insurance - Specialty | 0.65% | -8.11% | |
| Mortgage Finance | 0.60% | -10.72% | |
| Insurance - Reinsurance | 0.43% | 1.65% | |
| Financial Conglomerates | 0.15% | -4.80% | |
| Shell Companies | 0.10% | 47.20% | |
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return --
Market Weight --
YTD Return --
Banks - Diversified
-3.03%
Credit Services
-5.49%
Asset Management
-3.39%
Insurance - Diversified
-0.62%
Capital Markets
-3.32%
Banks - Regional
-4.66%
Insurance - Property & Casualty
-0.30%
Financial Data & Stock Exchanges
-1.50%
Insurance Brokers
Insurance - Life
<= -3
-2
-1
0
1
2
>= 3
Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 494.09 | 526.00 | 9.80% | 1.066T | -0.82% | -1.70% | Buy | |
| 297.67 | 344.52 | 9.20% | 1T | -4.22% | -7.62% | Buy | |
| 306.52 | 400.81 | 5.44% | 590.983B | -4.50% | -12.60% | Strong Buy | |
| 51.07 | 62.52 | 4.69% | 510.1B | -3.75% | -7.15% | Buy | |
| 496.03 | 662.06 | 4.07% | 442.676B | -5.77% | -13.11% | Strong Buy | |
| 892.31 | 959.20 | 3.10% | 336.897B | -3.25% | +1.51% | Hold | |
| 166.80 | 195.52 | 2.68% | 291.9B | -4.91% | -6.04% | Buy | |
| 110.75 | 134.77 | 2.56% | 278.713B | -4.53% | -5.09% | Buy | |
| 85.15 | 101.65 | 2.46% | 267.293B | -4.00% | -8.64% | Buy | |
| 170.59 | 238.91 | 2.21% | 240.22B | -1.09% | +0.06% | 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 |
|---|---|---|---|---|
| 50.73 | 55.286B | 0.08% | -7.38% | |
| 124.18 | 14.639B | 0.09% | -6.97% | |
| 83.25 | 6.099B | 0.35% | -1.23% | |
| 68.74 | 4.302B | 0.35% | +6.06% | |
| 121.67 | 4.221B | 0.38% | -5.63% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 64.46 | 14.639B | 0.09% | -3.62% | |
| 46.26 | 1.973B | 0.93% | -1.95% | |
| 46.44 | 1.973B | 0.93% | -1.96% | |
| 10.36 | 1.566B | 2.80% | +0.39% | |
| 10.59 | 1.566B | 2.80% | +0.38% |
Financial Services Research
View MoreDiscover 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.
RatingPrice TargetAnalyst 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. Following the acquisition of Discover in 2025, the firm also has a modest personal loan business, though credit card lending provides the majority of the bank's revenue.
RatingPrice TargetWeekly Stock List
Vickers Stock Research, a subsidiary of Argus Research Group, tracks and analyzes insider trading and institutional stock ownership trends. Form 13-Fs, which institutions must file to report their holdings, are due 45 days after the end of calendar quarters, and have now come in from 4Q25. We like to review the 13Fs of the major activist investors -- including Carl Icahn, Trian Fund Management, Jana Partners, Starboard Value and ValueAct Holdings, among others -- in order to determine their core holdings and new purchases. Activist investing has evolved in recent years and is now less about generating a short-term return on an underpriced stock and more about achieving long-term returns through an active management/investor partnership. Activists have made progress in the past year, with high-profile investments into blue-chip companies such as Fedex and Union Pacific. As reported by Vickers, here are some recent new purchases and key holdings of activist investors, as well as other high-profile money managers such as Warren Buffet of Berkshire Hathaway (his last as CEO of Berkshire Hathaway).
Analyst Report: Prudential Financial Inc.
Prudential Financial Inc., based in New Jersey, is a leading diversified insurance and asset management company. The company has more than $1.6 trillion in assets under management. PRU shares are included in the S&P 500 index.
RatingPrice Target
