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
10.163T
Market Weight
16.09%
Industries
15
Companies
1428
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services

Day Return

Sector
1.01%
S&P 500
0.29%

YTD Return

Sector
1.87%
S&P 500
4.80%

1-Year Return

Sector
18.59%
S&P 500
8.54%

3-Year Return

Sector
40.01%
S&P 500
36.37%

5-Year Return

Sector
114.87%
S&P 500
95.17%

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

IndustryMarket WeightYTD Return
All Industries
100.00%
1.87%
Banks - Diversified
19.88%
0.91%
Credit Services
16.36%
3.44%
Asset Management
13.61%
-4.23%
Insurance - Diversified
12.37%
11.40%
Banks - Regional
8.79%
-4.93%
Capital Markets
7.93%
-1.09%
Financial Data & Stock Exchanges
6.46%
2.50%
Insurance - Property & Casualty
6.33%
9.72%
Insurance Brokers
3.67%
7.98%
Insurance - Life
2.56%
-3.37%
Insurance - Specialty
0.83%
3.71%
Mortgage Finance
0.47%
-8.80%
Insurance - Reinsurance
0.44%
-6.18%
Financial Conglomerates
0.18%
147.67%
Shell Companies
0.11%
48.16%

Note: Percentage % data on heatmap indicates Day Return

All Industries

Banks - Diversified
0.95%
Credit Services
0.87%
Asset Management
1.19%
Insurance - Diversified
1.21%
Banks - Regional
0.63%
Capital Markets
1.00%
Financial Data & Stock Exchanges
0.86%
Insurance - Property & Casualty
0.78%
Insurance Brokers
0.69%
Insurance - Life
0.76%
Insurance - Specialty
1.17%
Mortgage Finance
1.23%
Insurance - Reinsurance
0.58%
Financial Conglomerates
4.06%
Shell Companies
112.77%

<= -3

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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
518.75 525.00 11.28% 1.118T +1.25% +14.44%
Buy
251.92 258.20 8.54% 846.56B +1.07% +5.09%
Buy
349.92 374.25 6.83% 677.155B +0.64% +10.72%
Buy
564.81 614.79 5.23% 518.4B +1.04% +7.26%
Buy
41.21 48.57 4.15% 411.643B +0.91% -6.23%
Strong Buy
74.06 78.07 2.49% 246.582B +0.79% +5.44%
Buy
119.82 124.13 2.12% 209.685B +1.26% -4.69%
Hold
553.84 585.58 2.11% 209.106B +0.82% -3.28%
Buy
277.00 289.75 1.97% 195.131B +0.59% -6.67%
Buy
70.39 83.70 1.79% 177.156B +1.33% +0.01%
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
49.59 49.793B 0.08% +2.62%
119.03 12.404B 0.09% +0.81%
62.45 3.521B 0.35% -4.43%
112.55 3.323B 0.39% +1.78%
55.82 3.084B 0.35% -7.51%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
59.17 12.404B 0.09% +0.02%
42.51 1.805B 0.93% -0.02%
42.60 1.805B 0.93% -0.07%
10.58 1.619B 1.78% +1.54%
10.79 1.619B 1.78% +1.51%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Progressive Corp.

    Progressive Corp., based in Mayfield Village, Ohio, is a leading property & casualty insurance company. The company sells insurance through independent agencies and its own direct-sales website. The shares are included in the S&P 500 index.

    Rating
    Price Target
     
  • Market Digest: ACM, CVX, FIS, VIAV, PGR, PPL, WM, XYL, GNRC, TWLO

    Many brokerage firms that serve retail and institutional clients maintain data to measure investment sentiment. This can be very valuable when evaluating how the small investor, or even the corporate giants, are feeling about the stock market - and, more importantly, what are they doing with their funds. Charles Schwab is one of those firms, with its Schwab Trading Activity Index, or STAX. STAX is a proprietary, behavior-based index designed to indicate the sentiment of retail investors and has been incorporating data since January 2019. In April, STAX fell to 41.2, down 15% from 48.4 in March and the lowest headline reading since April 2023. The STAX fell every week of the April period, though the first week saw the heaviest selling as STAX fell 11%, the biggest weekly drop since the first week of April 2023. The third week of the four saw only mild net-selling, but selling accelerated again in the final week (ended April 25). On a monthly basis, April's overall STAX plunge of 14.9% was the deepest drop since March 2020, the first full month of the COVID-19 pandemic. This is just another example of what we have been talking about for weeks, namely the similarity between 2025's correction and the pandemic correction. The current STAX reading is closing in on the low level of 37.2 at the end of 2022, right after that bear market bottomed. During the 2023/2024 market advance, the index never got out of neutral territory, peaking at 55.

     
  • Daily – Vickers Top Insider Picks for 05/07/2025

    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 05/07/2025

    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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