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
11.791T
Market Weight
13.57%
Industries
15
Companies
1522
Financial Services
S&P 500 ^GSPC
Loading chart for Financial Services
Day Return
Sector
0.17%
S&P 500
1.82%
YTD Return
Sector
1.40%
S&P 500
9.92%
1-Year Return
Sector
6.11%
S&P 500
10.01%
3-Year Return
Sector
68.38%
S&P 500
84.10%
5-Year Return
Sector
39.01%
S&P 500
63.69%
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
1.40%
Banks - Diversified
2.92%
Credit Services
3.78%
Asset Management
-7.89%
Insurance - Diversified
6.08%
Capital Markets
-4.09%
Banks - Regional
2.95%
Insurance - Property & Casualty
8.56%
Financial Data & Stock Exchanges
-4.33%
Insurance Brokers
3.63%
Insurance - Life
11.54%
Insurance - Specialty
-27.15%
Shell Companies
676.74%
Insurance - Reinsurance
14.80%
Mortgage Finance
-38.97%
Financial Conglomerates
33.58%
Note: Percentage % data on heatmap indicates Day Return
All Industries
--
Day Return
--
Market Weight
--
YTD Return
--
Banks - Diversified
-0.35%
Credit Services
-0.13%
Asset Management
-0.32%
Insurance - Diversified
-0.42%
Capital Markets
-0.20%
Banks - Regional
+0.37%
Insurance - Property & Casualty
-0.03%
Financial Data & Stock Exchanges
-0.31%
Insurance Brokers
+0.06%
Insurance - Life
+0.05%
Insurance - Specialty
-0.19%
Shell Companies
+6.20%
Insurance - Reinsurance
-0.18%
Mortgage Finance
<= -3
-2.4
-1.8
-1.2
-0.6
0
0.6
1.2
1.8
2.4
>= 3
Largest Companies in This Sector
View More| Name
|
Last Price
|
1Y Target Est.
|
Market Weight
|
Market Cap
|
Day Change %
|
YTD Return
|
Avg. Analyst Rating
|
|---|---|---|---|---|---|---|---|
| 542.49 | 555.67 | 10.72% | 1.161T | +0.10% | +7.93% | Buy
|
|
| 337.04 | 373.26 | 8.26% | 895.043B | -1.90% | +4.60% | Buy
|
|
| 413.59 | 441.14 | 7.14% | 773.002B | +0.74% | +17.93% | Strong Buy
|
|
| 638.01 | 697.28 | 5.13% | 555.819B | +0.36% | +11.76% | Strong Buy
|
|
| 50.01 | 62.84 | 3.19% | 345.079B | -2.21% | -9.07% | Strong Buy
|
|
| 184.30 | 211.32 | 2.66% | 288.43B | -2.41% | +3.81% | Buy
|
|
| 202.98 | 298.18 | 2.59% | 281.012B | -1.48% | +19.06% | Buy
|
|
| 894.55 | 1,031.14 | 2.40% | 260.467B | -3.58% | +1.77% | Buy
|
|
| 83.40 | 97.38 | 2.31% | 250.354B | -1.66% | -10.52% | Buy
|
|
| 319.11 | 365.75 | 1.98% | 213.98B | -1.42% | -13.74% | Buy
|
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View More| Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
|---|---|---|---|---|
| 56.51 | 50.969B | 0.08% | +3.18% | |
| 137.32 | 13.847B | 0.09% | +2.87% | |
| 88.42 | 6.196B | 0.35% | +4.90% | |
| 28.97 | 3.756B | 1.05% | -1.25% | |
| 130.94 | 3.75B | 0.37% | +1.56% |
Mutual Fund Opportunities
View More| Name
|
Last Price
|
Net Assets
|
Expense Ratio
|
YTD Return
|
|---|---|---|---|---|
| 68.80 | 13.847B | 0.09% | +2.87% | |
| 71.76 | 1.897B | 1.60% | +4.79% | |
| 66.33 | 1.897B | 1.60% | +4.59% | |
| 71.76 | 1.897B | 1.60% | +4.79% | |
| 50.13 | 1.843B | 0.86% | +6.25% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
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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.
RatingPrice Target -
Analyst Report: Lloyds Banking Group plc
Lloyds is a retail and commercial bank headquartered in the United Kingdom. The bank operates via three business segments: retail, commercial banking, and insurance and wealth. In retail, Lloyds offers primarily mortgages (66% of its loan portfolio), credit cards, and current accounts to its customers. Its commercial banking operation provides lending, transaction banking, working capital management, and debt capital market services to large companies and financial institutions in the UK. Insurance and wealth round out the product lineup with life and property insurance as well as pension solutions and high-net-worth asset management services.
RatingPrice Target -
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.
RatingPrice Target -
Analyst Report: Chubb Ltd
Based in Switzerland, Chubb Ltd. is a global specialty insurer and reinsurer. It is the largest publicly traded P&C insurer in the world, operating in 54 countries and territories. With a market capitalization of approximately $139 billion, CB shares generally are regarded as large-cap value.
RatingPrice Target
