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% | 31.01% | |
| Banks - Diversified | 19.83% | 31.49% | |
| Credit Services | 15.48% | 24.12% | |
| Asset Management | 14.24% | 35.77% | |
| Insurance - Diversified | 11.34% | 30.35% | |
| Banks - Regional | 9.93% | 32.66% | |
| Capital Markets | 8.25% | 40.17% | |
| Financial Data & Stock Exchanges | 6.52% | 27.72% | |
| Insurance - Property & Casualty | 6.02% | 47.45% | |
| Insurance Brokers | 3.48% | 35.05% | |
| Insurance - Life | 2.75% | 23.68% | |
| Insurance - Specialty | 0.87% | 17.23% | |
| Mortgage Finance | 0.58% | -11.31% | |
| Insurance - Reinsurance | 0.49% | 17.09% | |
| Shell Companies | 0.13% | -59.82% | |
| Financial Conglomerates | 0.08% | 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 |
|---|---|---|---|---|---|---|---|
| 477.33 | 513.00 | 10.01% | | | | Buy | |
| 246.25 | 228.44 | 8.05% | | | | Buy | |
| 316.65 | 322.89 | 5.95% | | | | Buy | |
| 531.36 | 551.33 | 4.74% | | | | Buy | |
| 47.04 | 46.82 | 4.57% | | | | Buy | |
| 75.28 | 67.34 | 2.47% | | | | Buy | |
| 131.03 | 116.92 | 2.23% | | | | Hold | |
| 601.71 | 552.51 | 2.21% | | | | Buy | |
| 187.05 | 167.58 | 2.18% | | | | Hold | |
| 302.26 | 276.16 | 2.07% | | | | Hold |
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 |
|---|---|---|---|---|
| 50.83 | 44.672B | 0.09% | | |
| 125.06 | 11.294B | 0.10% | | |
| 72.16 | 5.373B | 1.06% | | |
| 67.09 | 3.619B | 0.35% | | |
| 117.66 | 3.279B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 62.65 | 11.294B | 0.10% | | |
| 48.65 | 1.592B | 0.93% | | |
| 48.73 | 1.592B | 0.93% | | |
| 11.17 | 1.514B | 2.85% | | |
| 10.93 | 1.514B | 2.85% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Markel Group Inc.
Based in Glen Allen, Virginia, and established in 1930, Markel Group Inc. is a specialty insurance company. Through Markel Ventures, the company invests in various industrial and service businesses that operate separately from its insurance business. Markel has 18,900 employees.
RatingPrice TargetAnalyst Report: MarketAxess Holdings Inc.
MarketAxess Holdings operates a global electronic trading platform, primarily for corporate bonds and other fixed-income instruments. The company enables institutional investors and broker-dealers to anonymously trade securities and offers clearing and market data services. The company has approximately 864 employees and was added to the S&P 500 in 2019.
RatingPrice TargetMarket Update: BHP, MKL, CAT, J, MKTX
The major indices are mixed at midday on Monday, with the Nasdaq doing the best, the S&P 500 modestly higher, and the Dow Jones Industrial Average in the red. The big focus of the week will be the November jobs report on Friday. As well, Federal Reserve Chairman Jerome Powell speaks on Wednesday. At midday, the yield on the 10-year Treasury note is 4.23%, oil is at $69 per barrel, and Bitcoin is at $97,300.
Analyst Report: Zurich Insurance Group AG
Zurich is a multiline insurer that writes business across both life and nonlife insurance and also owns Farmers Management Services. The company was founded in 1872 as a marine reinsurer to provide reinsurance to its parent company. Zurich subsequently expanded into transport and accident insurance and then rode the wave of transport technology innovation that drove rising demand for insurance. One of Zurich’s early principles was that setting prices too low would result in unfair claims handling, which would be damaging to both customers and Zurich. Over the years, Zurich has sought to combine customer goodwill through claims and a sufficient premium. Zurich is one of the most successful European insurers.
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