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% | 28.83% | |
| Banks - Diversified | 19.85% | 29.45% | |
| Credit Services | 15.78% | 24.49% | |
| Asset Management | 14.72% | 37.97% | |
| Insurance - Diversified | 11.11% | 25.62% | |
| Banks - Regional | 9.76% | 28.23% | |
| Capital Markets | 8.33% | 39.07% | |
| Financial Data & Stock Exchanges | 6.59% | 26.94% | |
| Insurance - Property & Casualty | 5.77% | 38.79% | |
| Insurance Brokers | 3.38% | 28.88% | |
| Insurance - Life | 2.66% | 17.43% | |
| Insurance - Specialty | 0.83% | 10.35% | |
| Mortgage Finance | 0.55% | -17.63% | |
| Insurance - Reinsurance | 0.47% | 9.93% | |
| Shell Companies | 0.13% | -60.10% | |
| Financial Conglomerates | 0.07% | -13.70% | |
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 |
|---|---|---|---|---|---|---|---|
| 458.63 | 513.00 | 9.83% | | | | Buy | |
| 241.53 | 228.44 | 8.07% | | | | Buy | |
| 314.23 | 322.89 | 6.05% | | | | Buy | |
| 532.41 | 551.33 | 4.86% | | | | Buy | |
| 46.08 | 46.82 | 4.58% | | | | Buy | |
| 70.80 | 67.34 | 2.34% | | | | Buy | |
| 190.30 | 167.58 | 2.30% | | | | Hold | |
| 127.91 | 116.92 | 2.23% | | | | Hold | |
| 591.61 | 552.51 | 2.22% | | | | Buy | |
| 300.30 | 276.16 | 2.10% | | | | 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 |
|---|---|---|---|---|
| 49.58 | 52.8B | 0.09% | | |
| 122.21 | 13.04B | 0.10% | | |
| 70.29 | 5.923B | 1.06% | | |
| 65.01 | 5.525B | 0.35% | | |
| 114.42 | 3.91B | 0.39% | |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 61.22 | 13.04B | 0.10% | | |
| 47.48 | 1.948B | 0.93% | | |
| 47.56 | 1.948B | 0.93% | | |
| 25.59 | 1.652B | 0.29% | | |
| 10.31 | 1.472B | 2.85% | |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Bank of Montreal
Bank of Montreal is a diversified financial-services provider based in North America, operating four business segments: Canadian personal and commercial banking, US P&C banking, wealth management, and capital markets. The bank's operations are primarily in Canada, with a material portion also in the US.
RatingPrice TargetAnalyst Report: LPL Financial Holdings Inc.
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
RatingPrice TargetDaily – Vickers Top Buyers & Sellers for 12/12/2024
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.
Daily – Vickers Top Insider Picks for 12/12/2024
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.
