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
11.106T
Market Weight
13.40%
Industries
15
Companies
1506
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.11%
S&P 500
0.95%

YTD Return

Sector
4.49%
S&P 500
6.47%

1-Year Return

Sector
6.35%
S&P 500
29.72%

3-Year Return

Sector
65.97%
S&P 500
77.75%

5-Year Return

Sector
43.02%
S&P 500
80.71%

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%
-4.49%
Banks - Diversified
23.19%
-3.77%
Credit Services
14.17%
-11.95%
Asset Management
13.39%
-2.42%
Capital Markets
11.24%
3.81%
Insurance - Diversified
10.90%
-3.70%
Banks - Regional
9.78%
-0.85%
Financial Data & Stock Exchanges
5.50%
-7.86%
Insurance - Property & Casualty
5.12%
-5.46%
Insurance - Life
2.48%
-0.12%
Insurance Brokers
2.43%
-16.86%
Insurance - Specialty
0.60%
-13.73%
Mortgage Finance
0.50%
-24.78%
Insurance - Reinsurance
0.42%
0.47%
Financial Conglomerates
0.17%
7.27%
Shell Companies
0.12%
91.47%

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
486.15 520.33 9.75% 1.049T +1.38% -3.28%
Buy
301.68 342.32 9.43% 1.014T +0.56% -6.37%
Buy
327.38 398.31 5.79% 622.593B +1.30% -6.65%
Strong Buy
50.55 62.98 4.70% 504.956B +0.01% -8.08%
Strong Buy
505.31 648.61 4.15% 446.484B +1.51% -11.49%
Strong Buy
931.42 947.60 3.27% 351.663B -1.42% +5.96%
Hold
189.32 203.29 3.08% 331.319B -0.93% +6.64%
Buy
125.30 146.29 2.93% 315.32B -0.44% +7.38%
Buy
181.19 238.99 2.37% 255.139B +0.19% +6.27%
Buy
74.14 96.02 2.11% 226.882B +0.76% -20.45%
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
51.41 51.461B 0.08% -6.13%
126.06 13.707B 0.09% -5.57%
83.99 5.501B 0.35% -0.36%
67.81 4.165B 0.35% +4.63%
109.41 3.645B 1.05% +24.31%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
63.01 13.707B 0.09% -5.79%
58.40 2.454B 1.60% -14.72%
54.04 2.454B 1.60% -14.79%
58.40 2.454B 1.60% -14.72%
45.54 1.838B 0.86% -3.48%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Technical Assessment: Bullish in the Intermediate-Term

    Stocks were mixed on Monday, with the large-cap indices posting minor gains and the mid- and small-cap indices posting small or moderate losses. The big S&P 500 (SPX) winners remain the same, with relative strength and momentum ruling the day. LITE ripped over 16%, COHR was up 13%, and GLW, QCOM, VRT, WDC, and STX all rose 7% to 11%. Energy led as WTI is just below $100/barrel and Brent is back to $104. Information Technology was second, followed by Materials, Industrials, and Utilities. Communication Services, Consumer Staples, and Consumer Discretionary fell.

     
  • Daily – Vickers Top Insider Picks for 05/12/2026

    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.

     
  • Analyst Report: Capital One Financial Corporation

    Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial’s credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending. Following the acquisition of Discover in 2025, the firm also has a modest personal loan business, though credit card lending provides the majority of the bank's revenue.

    Rating
    Price Target
     
  • Analyst Report: Coinbase Global, Inc.

    Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange. While the company still generates the majority of its revenue from transaction fees charged to its retail customers, Coinbase uses internal investment and acquisitions to expand into adjacent businesses, such as prime brokerage and data analytics.

    Rating
    Price Target
     

Financial Services News