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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
12.183T
Market Weight
13.74%
Industries
15
Companies
1518
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.51%
S&P 500
0.38%

YTD Return

Sector
4.78%
S&P 500
11.92%

1-Year Return

Sector
8.36%
S&P 500
19.70%

3-Year Return

Sector
67.86%
S&P 500
70.93%

5-Year Return

Sector
49.37%
S&P 500
70.76%

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%
4.78%
Banks - Diversified
24.28%
10.53%
Credit Services
14.63%
-0.30%
Asset Management
12.71%
1.65%
Capital Markets
11.31%
14.56%
Insurance - Diversified
10.25%
-0.65%
Banks - Regional
9.80%
8.98%
Insurance - Property & Casualty
5.07%
2.72%
Financial Data & Stock Exchanges
5.06%
-7.09%
Insurance Brokers
2.76%
3.80%
Insurance - Life
2.47%
9.24%
Insurance - Specialty
0.58%
-8.27%
Mortgage Finance
0.41%
-31.17%
Insurance - Reinsurance
0.41%
8.57%
Financial Conglomerates
0.20%
36.64%
Shell Companies
0.06%
1.94%

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
506.03 547.67 9.68% 1.083T -0.41% +0.67%
Buy
358.64 374.57 8.52% 953.332B -0.94% +11.30%
Buy
375.07 419.36 6.26% 700.273B -0.97% +6.95%
Strong Buy
579.21 670.92 4.53% 507.394B -1.11% +1.46%
Strong Buy
62.68 68.77 3.92% 438.305B -0.06% +13.96%
Buy
217.72 236.62 3.05% 341.944B +0.26% +22.64%
Buy
1,038.61 1,141.65 2.70% 302.414B +0.07% +18.16%
Hold
210.59 286.92 2.60% 291.547B -0.70% +23.52%
Buy
89.97 100.24 2.43% 272.069B +0.87% -3.47%
Buy
137.72 154.50 2.06% 231.017B -0.30% +18.02%
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
58.10 54.592B 0.08% +6.08%
142.05 14.767B 0.09% +6.41%
97.65 6.767B 0.35% +15.85%
138.02 4.285B 0.37% +7.05%
75.27 4.011B 0.35% +16.14%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
71.21 14.767B 0.09% +6.47%
65.02 2.204B 1.60% -5.05%
65.02 2.204B 1.60% -5.05%
60.12 2.204B 1.60% -5.20%
52.50 2.014B 0.86% +11.28%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Moody's Corporation

    Moody’s, along with S&P Ratings, is a leading provider of credit ratings on fixed-income securities. The ratings segment, Moody’s Investors Service, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm’s profit and often (depending on bond issuance levels) a majority of the firm's revenue. The other segment, Moody’s Analytics, consists of decision solutions, research and insights, and data and information.

    Rating
    Price Target
  • Analyst Report: S&P Global Inc.

    S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include energy (formerly commodity insights, this segment includes Platts and other data) and indexes. S&P spun off Mobility Global (Carfax and other auto data) on July 1, 2026.

    Rating
    Price Target
  • Analyst Report: TransUnion

    TransUnion, along with Equifax and Experian, is one of the three leading credit bureaus in the United States, providing the consumer information that is the basis for granting credit. The company also provides fraud detection, marketing, and analytical services. TransUnion operates in over 30 countries. About 20%-25% of its revenue comes from international markets.

    Rating
    Price Target
  • Daily – Vickers Top Insider Picks for 09/04/2026

    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.

Financial Services News

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