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 14.8% of daily volume.
Market cap
$9.488T
+0.48%
$44.939B · 1D
Sector weight
11.4%
of tracked market cap
Volume 24h
$2.331B
14.8% 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 30.4×
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
378.3
Mega caps
10
Median cap
$1.706B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.1× · market 19.9×
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 43.8% 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 | +0.48% | +0.54% | -0.06% |
| 1 week | -1.88% | +0.34% | -2.22% |
| 1 month | -6.30% | +1.06% | -7.36% |
| 3 months | -3.71% | +2.39% | -6.09% |
| Year to date | -2.05% | +12.38% | -14.43% |
| 1 year | -0.67% | +13.79% | -14.46% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.082T | 11.4% | $756K | +0.16% | -0.33% | -0.33% | $756K | 19.7× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $890.536B | 9.4% | $332.35 | -0.01% | -3.12% | -6.70% | $36.09M | 15.2× |
| Credit Services | $688.956B | 7.3% | $366.66 | +1.66% | -0.20% | -3.10% | $28.06M | 30.7× | |
| Credit Services | $493.546B | 5.2% | $562.13 | +1.79% | -0.97% | -4.42% | $36.71M | 30.4× | |
Bank of America Corporation BAC · US | Banks - Diversified | $377.958B | 4% | $54.05 | +0.56% | -4.67% | -13.66% | $53.69M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $298.444B | 3.1% | $189.85 | -0.24% | -3.29% | -10.37% | $26.63M | 14.8× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $263.65B | 2.8% | $895.02 | -0.84% | -4.32% | -10.89% | $39.52M | 14.6× |
Wells Fargo & Company WFC · US | Banks - Diversified | $249.606B | 2.6% | $81.46 | +1.25% | -1.82% | -8.75% | $27.74M | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $216.02B | 2.3% | $128.78 | +0.22% | -4.10% | -4.14% | $11.25M | 12.2× |
American Express Company AXP · US | Credit Services | $206.602B | 2.2% | $302.79 | +0.00% | -1.98% | -8.24% | $19.04M | 18.2× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $168.282B | 1.8% | $97.31 | +0.63% | -1.74% | -10.10% | $9.09M | 16.7× |
BlackRock Inc. BLK · US | Asset Management | $164.19B | 1.7% | $1.06K | -0.03% | -2.49% | -4.32% | $12.63M | 25× |
Chubb Limited CB · US | Insurance - Property & Casualty | $128.252B | 1.4% | $332.58 | +0.51% | -0.24% | -2.02% | $19.84M | 11.5× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $122.489B | 1.3% | $210.68 | +0.18% | +2.52% | -4.83% | $15.6M | 10.5× |
Capital One Financial Corp. COF · US | Credit Services | $120.172B | 1.3% | $195.89 | +0.60% | -2.15% | -9.56% | $8.4M | 11.5× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $114.804B | 1.2% | $387.85 | +0.41% | -3.83% | -10.16% | $15.56M | 24× |
| Capital Markets | $102.207B | 1.1% | $113.69 | +0.84% | -4.78% | +6.26% | $23.45M | 49.3× | |
| Banks - Diversified | $99.8B | 1.1% | $145.40 | +1.03% | -2.75% | -9.85% | $421.84M | 16.7× | |
Blackstone Inc. BX · US | Asset Management | $89.689B | 0.9% | $112.12 | +0.33% | -5.32% | -18.05% | $9.35M | 25.5× |
U.S. Bancorp USB · US | Banks - Regional | $89.599B | 0.9% | $57.62 | +0.19% | -2.88% | -8.21% | $9.01M | 11.6× |
| Banks - Regional | $89.017B | 0.9% | $221.41 | +0.17% | -1.88% | -8.68% | $6.56M | 12.4× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $85.472B | 0.9% | $151.01 | +0.57% | -2.14% | -4.33% | $12.33M | 21.7× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.355B | 0.9% | $170.80 | +0.44% | -0.19% | -9.07% | $6.27M | 21× |
Korro Bio, Inc. KKR · US | Asset Management | $80.715B | 0.9% | $89.91 | -0.43% | -6.99% | -15.52% | $11.3M | 25.6× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $77.877B | 0.8% | $445.84 | +1.01% | -4.88% | -9.01% | $4.85M | 31.2× |