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 7.7% of daily volume.
Market cap
$9.515T
+0.14%
$13.476B · 1D
Sector weight
11.3%
of tracked market cap
Volume 24h
$49.007B
7.7% 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 30.7×
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
378.4
Mega caps
10
Median cap
$1.7B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.2× · market 20.2×
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 44.1% 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 | +0.14% | +0.54% | -0.40% |
| 1 week | -0.46% | +2.05% | -2.52% |
| 1 month | -5.62% | +1.46% | -7.08% |
| 3 months | -3.92% | +3.30% | -7.21% |
| Year to date | -1.78% | +13.25% | -15.03% |
| 1 year | -0.33% | +14.81% | -15.14% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.085T | 11.4% | $758.17K | +0.24% | +0.57% | +0.05% | $98.56M | 19.8× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $887.669B | 9.3% | $331.28 | -0.33% | -1.58% | -6.29% | $2.083B | 15.1× |
| Credit Services | $696.435B | 7.3% | $370.64 | +0.25% | +0.79% | +0.54% | $1.31B | 31× | |
| Credit Services | $497.457B | 5.2% | $566.58 | +0.35% | -0.30% | -0.76% | $1.296B | 30.6× | |
Bank of America Corporation BAC · US | Banks - Diversified | $378.238B | 4% | $54.09 | +0.17% | -2.49% | -13.30% | $1.372B | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $300.283B | 3.2% | $191.02 | +0.44% | -1.35% | -11.66% | $936.56M | 14.9× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $264.286B | 2.8% | $897.18 | +0.42% | -2.09% | -13.44% | $1.838B | 14.6× |
Wells Fargo & Company WFC · US | Banks - Diversified | $249.774B | 2.6% | $81.51 | +0.09% | +0.87% | -7.33% | $992.68M | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $215.584B | 2.3% | $128.52 | -0.02% | -2.13% | -6.01% | $1.238B | 12.2× |
American Express Company AXP · US | Credit Services | $207.803B | 2.2% | $304.55 | +0.17% | -0.58% | -6.61% | $709.87M | 18.3× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $167.4B | 1.8% | $96.80 | -1.18% | -1.53% | -9.42% | $548.02M | 16.6× |
BlackRock Inc. BLK · US | Asset Management | $167.307B | 1.8% | $1.08K | +1.22% | +0.76% | -1.46% | $581.97M | 25.4× |
Chubb Limited CB · US | Insurance - Property & Casualty | $128.883B | 1.4% | $334.21 | +1.13% | +0.86% | -0.72% | $426.85M | 11.5× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $123.286B | 1.3% | $212.05 | -0.27% | +1.23% | -1.33% | $510.41M | 10.5× |
Capital One Financial Corp. COF · US | Credit Services | $120.133B | 1.3% | $195.82 | +0.35% | -0.33% | -8.48% | $690.83M | 11.5× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $117.254B | 1.2% | $396.13 | +1.33% | +0.05% | -7.73% | $563.58M | 24.6× |
| Capital Markets | $100.688B | 1.1% | $112 | -1.85% | -3.83% | -4.55% | $1.964B | 48.6× | |
| Banks - Diversified | $98.653B | 1% | $143.73 | -0.01% | -4.28% | -11.30% | $234.69M | 16.6× | |
Blackstone Inc. BX · US | Asset Management | $90.681B | 1% | $113.36 | +1.53% | -1.05% | -15.38% | $456.01M | 25.8× |
U.S. Bancorp USB · US | Banks - Regional | $89.086B | 0.9% | $57.29 | +0.03% | -2.54% | -8.32% | $350.31M | 11.5× |
| Banks - Regional | $88.514B | 0.9% | $220.16 | -0.05% | -1.57% | -9.37% | $419.39M | 12.4× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $86.875B | 0.9% | $153.49 | +0.88% | +0.38% | -2.71% | $324.92M | 22.1× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.809B | 0.9% | $171.74 | +0.77% | +1.60% | -4.86% | $338.08M | 21.1× |
Korro Bio, Inc. KKR · US | Asset Management | $81.401B | 0.9% | $90.67 | +0.79% | -2.76% | -14.24% | $434.82M | 25.8× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $79.01B | 0.8% | $452.32 | +0.93% | -1.69% | -6.01% | $263.84M | 31.7× |