Equities / Sectors / Financial Services
Financial Services
#2 by market capBanks, insurers, asset managers, exchanges and payment networks. 570 US-listed equities across 15 industries; the sector accounts for 11.3% of tracked equity market cap and 8.7% of daily volume.
Market cap
$9.512T
+0.12%
$11.193B · 1D
Sector weight
11.3%
of tracked market cap
Volume 24h
$3.492B
8.7% of market volume
Revenue TTM
$3.187T
Sum of constituents
Net income TTM
$552.771B
17.3% net margin
P/E (TTM)
17.1×
Market 30.7×
Dividend yield
2.2%
Market 1.3%
Employees
5.8M
Across 570 companies
Industry breakdown
Share of sector market cap · 15 industries
Concentration
Share of sector market cap by constituent
HHI index
377.9
Mega caps
10
Median cap
$1.701B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.1× · market 20.1×
P/S: 3× · market 2.7×
EV / EBITDA: — · market 13×
Operating margin: — · market 8.5%
Dividend yield: 2.2% · market 2.3%
Trading at a 44.2% P/E discount to the all-equities market.
Returns vs. market
Cap-weighted price return · spread in percentage points
| Period | Sector | Market | Spread |
|---|---|---|---|
| 1 day | +0.12% | +0.68% | -0.56% |
| 1 week | -0.50% | +2.19% | -2.68% |
| 1 month | -5.65% | +1.59% | -7.24% |
| 3 months | -4.29% | +2.67% | -6.96% |
| Year to date | -1.81% | +13.38% | -15.19% |
| 1 year | -0.41% | +14.33% | -14.74% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.083T | 11.4% | $756.38K | +0.21% | +0.33% | -0.19% | $96.06M | 19.7× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $888.338B | 9.3% | $331.53 | -0.26% | -1.50% | -6.22% | $49.46M | 15.2× |
| Credit Services | $694.885B | 7.3% | $369.82 | +0.03% | +0.57% | +0.32% | $51.91M | 31× | |
| Credit Services | $496.474B | 5.2% | $565.46 | +0.15% | -0.49% | -0.95% | $53.14M | 30.5× | |
Bank of America Corporation BAC · US | Banks - Diversified | $378.098B | 4% | $54.07 | +0.13% | -2.52% | -13.34% | $68.5M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $300.684B | 3.2% | $191.28 | +0.57% | -1.22% | -11.54% | $38.17M | 14.9× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $264.593B | 2.8% | $898.22 | +0.53% | -1.97% | -13.34% | $34.22M | 14.6× |
Wells Fargo & Company WFC · US | Banks - Diversified | $250.05B | 2.6% | $81.60 | +0.20% | +0.98% | -7.23% | $38.85M | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $214.863B | 2.3% | $128.09 | -0.36% | -2.45% | -6.33% | $23.97M | 12.2× |
American Express Company AXP · US | Credit Services | $207.427B | 2.2% | $304 | -0.01% | -0.76% | -6.78% | $21.76M | 18.2× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $167.901B | 1.8% | $97.09 | -0.89% | -1.23% | -9.15% | $19.93M | 16.6× |
BlackRock Inc. BLK · US | Asset Management | $167.716B | 1.8% | $1.08K | +1.46% | +1.01% | -1.22% | $28.54M | 25.5× |
Chubb Limited CB · US | Insurance - Property & Casualty | $129.068B | 1.4% | $334.69 | +1.27% | +1.00% | -0.58% | $23.24M | 11.5× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $123.492B | 1.3% | $212.41 | -0.10% | +1.40% | -1.16% | $30.95M | 10.6× |
Capital One Financial Corp. COF · US | Credit Services | $120.243B | 1.3% | $196 | +0.44% | -0.23% | -8.39% | $37.21M | 11.5× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $117.133B | 1.2% | $395.72 | +1.23% | -0.05% | -7.82% | $22.91M | 24.5× |
| Capital Markets | $100.742B | 1.1% | $112.06 | -1.80% | -3.78% | -4.50% | $40M | 48.6× | |
| Banks - Diversified | $98.667B | 1% | $143.75 | -1.14% | -4.26% | -11.29% | $555.15M | 16.6× | |
Blackstone Inc. BX · US | Asset Management | $90.437B | 1% | $113.06 | +1.26% | -1.31% | -15.61% | $14.93M | 25.7× |
U.S. Bancorp USB · US | Banks - Regional | $88.923B | 0.9% | $57.19 | -0.15% | -2.71% | -8.48% | $19.47M | 11.5× |
| Banks - Regional | $88.396B | 0.9% | $219.87 | -0.19% | -1.70% | -9.49% | $13.37M | 12.3× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $86.983B | 0.9% | $153.68 | +1.01% | +0.50% | -2.59% | $14.55M | 22.1× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.888B | 0.9% | $171.91 | +0.87% | +1.70% | -4.77% | $8.23M | 21.1× |
Korro Bio, Inc. KKR · US | Asset Management | $81.653B | 0.9% | $90.95 | +1.10% | -2.46% | -13.98% | $13.72M | 25.9× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $78.73B | 0.8% | $450.72 | +0.57% | -2.03% | -6.34% | $10.27M | 31.6× |