Day Return
YTD Return
1-Year Return
3-Year Return
5-Year Return
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% | 12.21% | |
Banks - Diversified | 19.86% | 12.80% | |
Credit Services | 15.43% | 6.03% | |
Asset Management | 13.80% | 12.69% | |
Insurance - Diversified | 12.06% | 18.77% | |
Banks - Regional | 9.67% | 10.66% | |
Capital Markets | 8.13% | 18.27% | |
Financial Data & Stock Exchanges | 6.42% | 7.67% | |
Insurance - Property & Casualty | 5.73% | 20.16% | |
Insurance Brokers | 3.49% | 15.90% | |
Insurance - Life | 2.84% | 9.22% | |
Insurance - Specialty | 0.96% | 11.01% | |
Mortgage Finance | 0.67% | -12.12% | |
Insurance - Reinsurance | 0.61% | 23.81% | |
Shell Companies | 0.24% | -38.66% | |
Financial Conglomerates | 0.09% | -2.51% |
Note: Percentage % data on heatmap indicates Day Return
All Industries
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Largest Companies in This Sector
View MoreName | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
---|---|---|---|---|---|---|---|
434.42 | 490.00 | 10.68% | Buy | ||||
210.05 | 210.86 | 8.04% | Buy | ||||
268.45 | 310.28 | 6.26% | Buy | ||||
41.89 | 41.72 | 4.77% | Buy | ||||
444.00 | 511.37 | 4.70% | Buy | ||||
57.73 | 63.60 | 2.29% | Buy | ||||
492.23 | 469.01 | 2.12% | Buy | ||||
105.26 | 100.36 | 2.10% | Buy | ||||
244.00 | 240.22 | 2.00% | Buy | ||||
65.14 | 68.52 | 1.87% | Buy |
Investing in the Financial Services Sector
Start Investing in the Financial Services Sector Through These ETFs and Mutual Funds
ETF Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
43.00 | 38.796B | 0.09% | ||
104.62 | 9.936B | 0.10% | ||
53.61 | 2.614B | 0.35% | ||
99.44 | 2.582B | 0.40% | ||
114.42 | 2.13B | 0.94% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
---|---|---|---|---|
52.43 | 9.936B | 0.10% | ||
10.75 | 1.56B | 2.85% | ||
10.98 | 1.56B | 2.85% | ||
10.92 | 1.56B | 2.85% | - | |
40.79 | 1.529B | 0.93% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: Raymond James Financial, Inc.
Raymond James Financial is a financial holding company whose major operations include wealth management, investment banking, asset management, and commercial banking. The company supports more than 8,000 employee and independent contractor financial advisors across the United States, Canada, and the United Kingdom with over $1.2 trillion of assets under administration as of September 2023. Approximately 90% of the company's revenue is from the US and 70% is from the company's wealth-management segment.
RatingPrice TargetAnalyst Report: The Goldman Sachs Group, Inc.
Goldman Sachs is a leading global investment banking and asset management firm. Approximately 20% of its revenue comes from investment banking, 45% from trading, 20% from asset management and 15% from wealth management and retail financial services. Around 60% of the company's net revenue is generated in the Americas, 15% in Asia, and 25% in Europe, the Middle East, and Africa.
RatingPrice TargetAnalyst Report: Goldman Sachs Group, Inc.
The Goldman Sachs Group provides investment banking, securities, and investment management services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Goldman reorganized its businesses in 4Q22 into three operating segments: Asset & Wealth Management, Global Banking & Markets, and Platform Solutions, with the latter including transaction banking and consumer partnerships.
RatingPrice TargetMarket Update: FAST, GS, ULTA
The midday Monday market mood is upbeat. Small-caps again are winning the day with the Russell 2000 up 1.5%. Techs are also having a good day. Other indices are in green as well. Goldman Sachs crushed earnings expectations and that is lifting bank stocks, especially those with investment banking divisions. Fed Chairman Powell is speaking at lunchtime today. His remarks will be televised. Economists will be tuning in as these comments come after the news on inflation last week that showed consumer prices tracking lower and on the way to the Fed's target rate.