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The Wayback Machine - https://web.archive.org/web/20250213080549/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
10.55T
Market Weight
15.45%
Industries
15
Companies
1407
Financial Services S&P 500 ^GSPC
Loading Chart for Financial Services
DELL

Day Return

Sector
0.55%
S&P 500
0.27%

YTD Return

Sector
5.75%
S&P 500
2.46%

1-Year Return

Sector
30.37%
S&P 500
20.40%

3-Year Return

Sector
26.40%
S&P 500
36.96%

5-Year Return

Sector
62.36%
S&P 500
79.37%

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%
5.75%
Banks - Diversified
20.53%
8.14%
Credit Services
16.23%
6.52%
Asset Management
14.34%
4.74%
Insurance - Diversified
10.88%
1.70%
Banks - Regional
9.40%
5.49%
Capital Markets
8.66%
12.03%
Financial Data & Stock Exchanges
6.40%
5.49%
Insurance - Property & Casualty
5.58%
0.53%
Insurance Brokers
3.56%
8.54%
Insurance - Life
2.53%
-0.75%
Insurance - Specialty
0.76%
-1.29%
Mortgage Finance
0.52%
5.43%
Insurance - Reinsurance
0.41%
-8.94%
Shell Companies
0.12%
65.51%
Financial Conglomerates
0.07%
6.86%

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
471.73 499.33 9.79% 1.016T -0.19% +4.07%
Buy
275.45 266.98 8.92% 925.631B +0.17% +14.91%
Buy
351.49 371.73 6.55% 680.193B +0.22% +11.22%
Buy
564.60 613.72 4.99% 518.207B -0.02% +7.22%
Buy
46.21 52.60 4.45% 461.557B -1.24% +5.14%
Buy
79.25 83.90 2.54% 263.862B -0.49% +12.83%
Buy
649.00 646.19 2.36% 245.034B +0.27% +13.34%
Buy
137.11 137.33 2.31% 239.943B -0.49% +9.06%
Hold
306.40 315.78 2.08% 215.842B -1.02% +3.24%
Hold
81.27 91.29 1.97% 204.524B +0.20% +15.46%
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
51.36 53.77B 0.08% +6.27%
125.28 13.449B 0.09% +6.11%
63.41 5.012B 0.35% +5.07%
117.31 3.961B 0.39% +6.09%
70.46 3.508B 0.35% +7.82%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
62.76 13.449B 0.09% +6.09%
44.81 1.97B 0.93% +5.39%
44.92 1.97B 0.93% +5.37%
26.54 1.614B 0.29% +6.59%
188.41 1.488B 0.70% +3.72%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Banco de Chile

    Operating under three separate brand names (Banco de Chile, Banco Edwards-Citi, and Banco CrediChile) Banco de Chile is the second largest in the country by loans and third largest by deposits. Banco de Chile generates most of its net interest income (roughly 60% of total revenue) from its mortgage, unsecured consumer credit lines, and commercial loans, with 25% of its outstanding loans being made to firms with more than 10,000 million CLP in revenue. Outside of its banking business, Banco de Chile is the largest asset manager in the country and one of the largest security brokerages, supporting its substantial fee-based revenue.

    Rating
    Price Target
     
  • Analyst Report: American International Group, Inc.

    American International Group is one of the largest insurance and financial services firms in the world and has a global footprint. It operates through a wide range of subsidiaries that provide property, casualty, and life insurance. The company recently spun off its life insurance operations (Corebridge), but still retains a majority stake.

    Rating
    Price Target
     
  • Analyst Report: CME Group Inc.

    Based in Chicago, CME Group operates exchanges giving investors, suppliers, and businesses the ability to trade futures and derivatives based on interest rates, equity indexes, foreign currencies, energy, metals, and commodities. The Chicago Mercantile Exchange was founded in 1898 and in 2002 completed its IPO. Since then, CME Group has consolidated parts of the industry by merging with crosstown rival CBOT Holdings in 2007 before acquiring Nymex Holdings in 2008 and NEX in 2018. In addition, the company has a 27% stake in S&P Dow Jones Indices, making the Chicago Mercantile Exchange the exclusive venue to trade and clear S&P futures contracts. Through CME’s acquisition of NEX, it also expanded into cash foreign exchange, fixed-income trading, and collateral optimization.

    Rating
    Price Target
     
  • Analyst Report: MSCI Inc

    MSCI is a leading provider of investment-decision support tools worldwide. Its line of products and services includes indices, analytical tools, and ESG and climate research products. The stock is a component of the S&P 500. The company has approximately 6,100 employees.

    Rating
    Price Target
     

From the Community

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