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
11.464T
Market Weight
13.01%
Industries
15
Companies
1520
Financial Services S&P 500 ^GSPC
Chart Range Bar
Loading chart for Financial Services

Day Return

Sector
0.23%
S&P 500
0.19%

YTD Return

Sector
1.41%
S&P 500
11.17%

1-Year Return

Sector
1.09%
S&P 500
14.62%

3-Year Return

Sector
62.81%
S&P 500
78.79%

5-Year Return

Sector
40.98%
S&P 500
78.27%

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

IndustryMarket WeightYTD 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

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
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

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Name
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

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Name
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

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Discover 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Analyst 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.

    Rating
    Price Target
     
  • Daily – 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.

     

Financial Services News