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 11.4% of tracked equity market cap and 7.2% of daily volume.
Market cap
$9.541T
+0.43%
$40.685B · 1D
Sector weight
11.4%
of tracked market cap
Volume 24h
$1.581B
7.2% of market volume
Revenue TTM
$3.187T
Sum of constituents
Net income TTM
$552.771B
17.3% net margin
P/E (TTM)
17.2×
Market 30.5×
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
376.9
Mega caps
10
Median cap
$1.712B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.2× · market 20×
P/S: 3× · market 2.7×
EV / EBITDA: — · market 12.9×
Operating margin: — · market 8.5%
Dividend yield: 2.2% · market 2.3%
Trading at a 43.6% 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 | +0.43% | +0.84% | -0.41% |
| 1 week | -0.19% | +1.50% | -1.69% |
| 1 month | -5.35% | +0.91% | -6.27% |
| 3 months | -3.99% | +1.98% | -5.98% |
| Year to date | -1.50% | +12.63% | -14.13% |
| 1 year | -0.10% | +13.57% | -13.67% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.083T | 11.3% | $756.38K | +0.21% | +0.33% | -0.19% | $96.06M | 19.7× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $891.246B | 9.3% | $332.62 | +0.07% | -1.18% | -5.91% | $12.72M | 15.2× |
| Credit Services | $695.702B | 7.3% | $370.25 | +0.15% | +0.68% | +0.44% | $17.75M | 31× | |
| Credit Services | $496.43B | 5.2% | $565.41 | +0.15% | -0.50% | -0.96% | $15.05M | 30.5× | |
Bank of America Corporation BAC · US | Banks - Diversified | $379.461B | 4% | $54.27 | +0.49% | -2.16% | -13.01% | $17.93M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $302.366B | 3.2% | $192.35 | +1.13% | -0.67% | -11.05% | $9M | 15× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $266.065B | 2.8% | $903.22 | +1.09% | -1.43% | -12.86% | $8.37M | 14.7× |
Wells Fargo & Company WFC · US | Banks - Diversified | $250.219B | 2.6% | $81.66 | +0.26% | +1.05% | -7.16% | $5.36M | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $216.985B | 2.3% | $129.35 | +0.63% | -1.49% | -5.40% | $4.99M | 12.3× |
American Express Company AXP · US | Credit Services | $208.328B | 2.2% | $305.32 | +0.43% | -0.33% | -6.37% | $5.43M | 18.3× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $169.838B | 1.8% | $98.21 | +0.26% | -0.09% | -8.10% | $4.75M | 16.8× |
BlackRock Inc. BLK · US | Asset Management | $166.825B | 1.7% | $1.08K | +0.92% | +0.47% | -1.74% | $4.75M | 25.4× |
Chubb Limited CB · US | Insurance - Property & Casualty | $129.076B | 1.4% | $334.71 | +1.28% | +1.01% | -0.57% | $3.4M | 11.5× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $123.719B | 1.3% | $212.80 | +0.08% | +1.59% | -0.98% | $4.51M | 10.6× |
Capital One Financial Corp. COF · US | Credit Services | $120.746B | 1.3% | $196.82 | +0.86% | +0.18% | -8.01% | $4.45M | 11.6× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $117.302B | 1.2% | $396.29 | +1.37% | +0.09% | -7.69% | $4.9M | 24.6× |
| Capital Markets | $102.351B | 1.1% | $113.85 | -0.23% | -2.24% | -2.97% | $11.08M | 49.4× | |
| Banks - Diversified | $98.667B | 1% | $143.75 | -1.14% | -4.26% | -11.29% | $555.15M | 16.6× | |
Blackstone Inc. BX · US | Asset Management | $90.457B | 0.9% | $113.08 | +1.28% | -1.29% | -15.59% | $2.98M | 25.7× |
U.S. Bancorp USB · US | Banks - Regional | $89.397B | 0.9% | $57.49 | +0.38% | -2.20% | -8.00% | $3.76M | 11.5× |
| Banks - Regional | $88.84B | 0.9% | $220.97 | +0.31% | -1.21% | -9.03% | $2.33M | 12.4× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $86.836B | 0.9% | $153.42 | +0.83% | +0.33% | -2.75% | $1.58M | 22.1× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.312B | 0.9% | $170.71 | +0.16% | +0.99% | -5.43% | $1.05M | 21× |
Korro Bio, Inc. KKR · US | Asset Management | $81.442B | 0.9% | $90.72 | +0.84% | -2.70% | -14.20% | $1.84M | 25.8× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $78.978B | 0.8% | $452.14 | +0.89% | -1.73% | -6.05% | $1.27M | 31.7× |