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The Wayback Machine - https://web.archive.org/web/20241203094838/https://finance.yahoo.com/sectors/financial-services/
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
10.484T
Market Weight
15.41%
Industries
15
Companies
1397
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.73%
S&P 500
0.24%

YTD Return

Sector
31.01%
S&P 500
26.78%

1-Year Return

Sector
38.18%
S&P 500
31.61%

3-Year Return

Sector
32.65%
S&P 500
33.99%

5-Year Return

Sector
73.78%
S&P 500
95.50%

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%
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

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
477.33 513.00 10.01% 1.029T -1.18% +33.83%
Buy
246.25 228.44 8.05% 827.506B -1.39% +44.77%
Buy
316.65 322.89 5.95% 612.034B +0.50% +21.62%
Buy
531.36 551.33 4.74% 487.186B -0.30% +24.58%
Buy
47.04 46.82 4.57% 469.847B -0.99% +39.71%
Buy
75.28 67.34 2.47% 254.066B -1.17% +52.95%
Buy
131.03 116.92 2.23% 229.302B -0.44% +40.51%
Hold
601.71 552.51 2.21% 227.179B -0.64% +55.98%
Buy
187.05 167.58 2.18% 224.413B -2.11% +42.87%
Hold
302.26 276.16 2.07% 212.926B -0.79% +61.34%
Hold

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
50.83 44.672B 0.09% +35.19%
125.06 11.294B 0.10% +35.55%
72.16 5.373B 1.06% +383.21%
67.09 3.619B 0.35% +27.96%
117.66 3.279B 0.39% +37.76%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
62.65 11.294B 0.10% +35.55%
48.65 1.592B 0.93% +38.05%
48.73 1.592B 0.93% +37.85%
11.17 1.514B 2.85% +5.08%
10.93 1.514B 2.85% +4.89%

Financial Services Research

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Discover 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Market 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.

    Rating
    Price Target
     

From the Community

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