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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
12.088T
Market Weight
13.80%
Industries
15
Companies
1534
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
1.03%
S&P 500
0.72%

YTD Return

Sector
3.96%
S&P 500
9.30%

1-Year Return

Sector
8.69%
S&P 500
20.04%

3-Year Return

Sector
71.27%
S&P 500
69.50%

5-Year Return

Sector
51.69%
S&P 500
73.53%

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%
3.96%
Banks - Diversified
24.34%
9.96%
Credit Services
14.28%
-3.42%
Asset Management
12.39%
-1.67%
Capital Markets
11.56%
16.20%
Insurance - Diversified
10.49%
0.85%
Banks - Regional
10.12%
11.72%
Insurance - Property & Casualty
5.31%
6.87%
Financial Data & Stock Exchanges
4.74%
-13.50%
Insurance Brokers
2.54%
-5.25%
Insurance - Life
2.46%
8.13%
Insurance - Specialty
0.61%
-5.24%
Mortgage Finance
0.47%
-23.16%
Insurance - Reinsurance
0.42%
8.23%
Financial Conglomerates
0.18%
24.05%
Shell Companies
0.08%
34.77%

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
506.58 520.33 9.82% 1.093T -0.24% +0.78%
Buy
337.72 344.71 8.13% 904.925B +1.43% +4.81%
Buy
357.25 398.70 6.11% 679.398B -1.35% +1.86%
Strong Buy
533.10 643.60 4.23% 471.039B -1.17% -6.62%
Strong Buy
59.90 64.12 3.82% 425.086B +1.99% +8.91%
Strong Buy
222.10 207.62 3.15% 350.315B +3.82% +25.11%
Buy
1,055.29 978.35 2.80% 311.318B +3.36% +20.06%
Hold
208.05 270.84 2.60% 289.119B +1.59% +22.03%
Buy
87.45 96.52 2.41% 267.614B +2.27% -6.17%
Buy
143.86 149.78 2.21% 245.364B +2.78% +23.28%
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
56.14 49.419B 0.08% +2.50%
137.48 13.458B 0.09% +2.99%
96.25 5.324B 0.35% +14.19%
28.53 4.453B 1.05% -2.75%
75.56 3.8B 0.35% +16.59%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
68.26 13.458B 0.09% +2.06%
57.68 2.353B 1.60% -9.05%
62.35 2.353B 1.60% -8.95%
62.35 2.353B 1.60% -8.95%
50.14 1.801B 0.86% +5.85%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Citigroup Inc.

    Citigroup is a global financial powerhouse that orchestrates the movement of $5 trillion in daily transaction volume, serving as the essential connective tissue for the world’s most complex multinational corporations. The firm remains a leader on the global stage, servicing 90% of the Fortune 500 through a proprietary network that includes direct membership to over 270 cash-clearing centers and a footprint that spans 94 countries. After a checkered history operating as an overly complex, disjointed firm, steps have been taken to streamline operations, resulting in organization across five segments: services, markets, banking, wealth, and US personal banking.

    Rating
    Price Target
  • Analyst Report: FactSet Research Systems Inc.

    FactSet provides financial data and portfolio analytics to the global investment community. The company aggregates data from third-party data suppliers, news sources, exchanges, brokerages, and contributors into its workstations. In addition, it provides essential portfolio analytics that companies use to monitor portfolios and address reporting requirements. Buy-side clients (including wealth and corporate clients) account for over 80% of FactSet's annual subscription value. In 2015, the company acquired Portware, a provider of trade execution software. In 2017, it acquired BISAM, a risk management and performance measurement provider. In 2022, it completed its purchase of CUSIP Global Services.

    Rating
    Price Target
  • Weekly Stock List

    The markets soared in the first half of 2026, with the S&P 500 up 9%. Can the momentum continue? At Argus, we think the bull still has some life. In fact, in our "base case" for the second half of the year, we see the S&P 500 gaining another 5%-7%. We also have a "bullish case," where more goes right, and a "bearish case," where more goes wrong. As we start the back half of the year, we have tweaked our annual investment themes (originally publish in January), focusing on six that we expect will drive the stock market. Those six themes are AI Broadens Out; Energy Realignment; Upbeat Management Signals, Dividend Hikes; Upbeat Management Signals, Raising Guidance; Consumer Relief; and Rotation into Income. For this week's list, we dive into the first three themes and identify certain key stocks that we believe exemplify each theme.

  • Daily – Vickers Top Insider Picks for 07/06/2026

    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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