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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
11.795T
Market Weight
13.31%
Industries
15
Companies
1518
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.21%
S&P 500
0.28%

YTD Return

Sector
1.44%
S&P 500
12.29%

1-Year Return

Sector
6.52%
S&P 500
12.64%

3-Year Return

Sector
77.85%
S&P 500
88.08%

5-Year Return

Sector
39.70%
S&P 500
68.15%

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%
1.44%
Banks - Diversified
23.62%
4.10%
Credit Services
15.43%
1.79%
Asset Management
11.89%
-7.96%
Insurance - Diversified
11.33%
6.36%
Capital Markets
10.18%
-0.17%
Banks - Regional
9.63%
3.72%
Insurance - Property & Casualty
5.42%
6.33%
Financial Data & Stock Exchanges
5.23%
-6.99%
Insurance Brokers
2.75%
0.17%
Insurance - Life
2.58%
10.32%
Shell Companies
0.49%
702.26%
Insurance - Specialty
0.48%
-27.69%
Insurance - Reinsurance
0.45%
13.32%
Mortgage Finance
0.34%
-45.21%
Financial Conglomerates
0.19%
28.95%

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
540.34 555.67 10.71% 1.157T -0.49% +7.50%
Buy
339.30 372.26 8.34% 901.045B +1.05% +5.30%
Buy
400.60 437.06 6.96% 752.069B -0.31% +14.23%
Strong Buy
610.31 676.04 4.95% 534.638B +0.08% +6.91%
Strong Buy
50.85 62.95 3.26% 352.019B +0.34% -7.55%
Strong Buy
190.13 211.04 2.75% 297.553B +1.72% +7.10%
Buy
204.77 298.18 2.62% 283.49B +0.86% +20.11%
Buy
925.17 1,031.14 2.49% 269.383B +1.47% +5.25%
Buy
83.67 97.02 2.32% 251.147B +1.22% -10.23%
Buy
317.94 369.12 1.97% 213.195B +1.61% -14.06%
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
56.13 50.969B 0.08% +2.48%
136.35 13.847B 0.09% +2.14%
89.16 6.196B 0.35% +5.78%
32.15 3.756B 1.05% +9.59%
130.71 3.75B 0.37% +1.38%

Mutual Fund Opportunities

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Name
Last Price
Net Assets
Expense Ratio
YTD Return
68.29 13.847B 0.09% +2.11%
69.60 1.897B 1.60% +1.64%
64.33 1.897B 1.60% +1.43%
69.60 1.897B 1.60% +1.64%
49.68 1.843B 0.86% +5.30%

Financial Services Research

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Discover the Latest Analyst and Technical Research for This Sector

  • Analyst Report: Robinhood Markets Inc

    Headquartered in Menlo Park, California, Robinhood Markets operates a brokerage platform that lets clients trade stocks, options, futures, and cryptocurrencies. The company also has a dedicated Prediction Markets hub, where clients can trade event contracts on various outcomes, including sports, economics, and politics. The shares were added to the S&P 500 in September 2025.

    Rating
    Price Target
  • Analyst Report: Visa Inc

    Visa Inc. operates the world's largest electronic payments network, providing processing services and payment product platforms, including credit, debit, prepaid, and commercial payments, under the brands Visa, Visa Electron, Interlink, and PLUS. Visa/PLUS is one of the world's largest ATM networks, offering cash access in local currency in more than 200 countries and territories. Visa has around 31,000 employees, is headquartered in San Francisco, California, and, as of 3Q26, has 5.2 billion cards (debit and credit) in circulation.

    Rating
    Price Target
  • Analyst Report: SoFi Technologies Inc

    SoFi Technologies Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong. The company operates through three segments: Lending, Technology Platform, and Financial Services. SoFi was founded in 2011 and is based in San Francisco. The company has 6,100 employees. The shares are a component of the Russell 1000 Index.

    Rating
    Price Target
  • Technical Assessment: Bullish in the Intermediate-Term

    Yesterday in this space, we featured some well-known quotes from technical thought leaders. Today, we complete our lookback for turbulent times with more meaningful advice, complied by Argus' CMT Mark Arbeter.

Financial Services News

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