
- Sectors
- Financial Services
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% | -1.41% | |
| Banks - Diversified | 24.26% | 3.93% | |
| Credit Services | 14.79% | -5.19% | |
| Asset Management | 12.22% | -8.09% | |
| Capital Markets | 11.13% | 6.06% | |
| Insurance - Diversified | 10.91% | -0.53% | |
| Banks - Regional | 9.74% | 1.97% | |
| Insurance - Property & Casualty | 5.29% | 0.89% | |
| Financial Data & Stock Exchanges | 4.99% | -13.74% | |
| Insurance - Life | 2.58% | 7.23% | |
| Insurance Brokers | 2.54% | -10.16% | |
| Insurance - Specialty | 0.49% | -27.81% | |
| Insurance - Reinsurance | 0.45% | 10.36% | |
| Mortgage Finance | 0.37% | -41.56% | |
| Financial Conglomerates | 0.20% | 30.40% | |
| Shell Companies | 0.06% | 0.13% | |
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 |
|---|---|---|---|---|---|---|---|
| 500.50 | 547.67 | 10.30% | 1.071T | +0.51% | -0.43% | Buy | |
| 333.18 | 375.81 | 8.52% | 885.654B | +0.71% | +3.40% | Buy | |
| 359.85 | 419.36 | 6.50% | 675.566B | +0.14% | +2.61% | Strong Buy | |
| 550.00 | 666.71 | 4.63% | 481.805B | -0.27% | -3.66% | Strong Buy | |
| 53.73 | 68.24 | 3.61% | 375.72B | -1.29% | -2.31% | Strong Buy | |
| 188.01 | 233.43 | 2.84% | 295.282B | -0.04% | +5.90% | Buy | |
| 195.36 | 295.60 | 2.60% | 270.462B | -0.63% | +14.59% | Buy | |
| 896.67 | 1,116.75 | 2.51% | 261.085B | -0.41% | +2.01% | Hold | |
| 80.25 | 100.37 | 2.33% | 242.676B | +0.25% | -13.89% | Buy | |
| 127.00 | 155.15 | 2.05% | 213.034B | -1.92% | +8.84% | 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 |
|---|---|---|---|---|
| 53.46 | 54.592B | 0.08% | -2.39% | |
| 130.38 | 14.772B | 0.09% | -2.33% | |
| 87.05 | 6.767B | 0.35% | +3.27% | |
| 126.03 | 4.285B | 0.37% | -2.25% | |
| 69.95 | 4.011B | 0.35% | +7.93% |
Mutual Fund Opportunities
View MoreName | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 65.33 | 14.772B | 0.09% | -2.32% | |
| 61.31 | 2.204B | 1.60% | -10.47% | |
| 61.32 | 2.204B | 1.60% | -10.46% | |
| 56.68 | 2.204B | 1.60% | -10.63% | |
| 48.18 | 2.014B | 0.86% | +1.71% |
Financial Services Research
View MoreDiscover the Latest Analyst and Technical Research for This Sector
Analyst Report: The Bank of New York Mellon Corporation
Bank of New York Mellon is a global investment company involved in managing and servicing financial assets throughout the investment lifecycle. The bank provides financial services for institutions, corporations, and individual investors, delivering investment management and services in 35 countries and more than 100 markets. BNY is the largest global custody bank in the world, with $62.6 trillion in under custody or administration (as of June 2026), and can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute, or restructure investments. BNY's asset-management division manages about $2.2 trillion in assets.
RatingPrice TargetAnalyst Report: Blue Owl Capital Inc.
Blue Owl is one of the world's largest alternative-asset managers, $319.0 billion in total managed assets, including $190.6 billion in fee-earning AUM, at the end of March 2026. The company has three core business segments: credit strategies ($158.1 billion in total AUM and $97.2 billion in fee-earning AUM), private equity ($71.5 billion/$41.4 billion), and real estate/real assets ($89.4 billion/$52.0 billion). The firm primarily serves institutional investors (68% of AUM) and high-net-worth individuals (32%). Blue Owl operates through more than 20 offices in the Americas, and the EMEA and Asia-Pacific regions.
RatingPrice TargetAnalyst Report: NatWest Group plc
NatWest Group derives around 90% of its total income from the United Kingdom. The bank operates a retail, commercial, and private bank in the UK, offering clients lending and payment services as well as asset management services.
RatingPrice TargetDaily – Vickers Top Insider Picks for 10/01/2026
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.







