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 8.2% of daily volume.
Market cap
$9.503T
+0.70%
$59.629B · 1D
Sector weight
11.4%
of tracked market cap
Volume 24h
$52.885B
8.2% 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 30.5×
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
378.5
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×
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 | +0.70% | +0.84% | -0.14% |
| 1 week | -1.73% | +0.63% | -2.36% |
| 1 month | -6.16% | +1.35% | -7.51% |
| 3 months | -3.56% | +2.69% | -6.24% |
| Year to date | -1.90% | +12.64% | -14.54% |
| 1 year | -0.52% | +14.06% | -14.58% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.083T | 11.4% | $756.38K | +0.21% | -0.28% | -0.28% | $96.06M | 19.7× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $890.616B | 9.4% | $332.38 | 0% | -3.11% | -6.69% | $1.771B | 15.2× |
| Credit Services | $694.687B | 7.3% | $369.71 | +2.51% | +0.63% | -2.30% | $1.672B | 31× | |
| Credit Services | $495.71B | 5.2% | $564.59 | +2.23% | -0.54% | -4.00% | $1.358B | 30.5× | |
Bank of America Corporation BAC · US | Banks - Diversified | $377.608B | 4% | $54 | +0.47% | -4.76% | -13.74% | $1.85B | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $298.979B | 3.1% | $190.19 | -0.06% | -3.12% | -10.21% | $817.36M | 14.8× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $263.19B | 2.8% | $893.46 | -1.01% | -4.49% | -11.05% | $1.694B | 14.6× |
Wells Fargo & Company WFC · US | Banks - Diversified | $249.56B | 2.6% | $81.44 | +1.23% | -1.84% | -8.77% | $1.039B | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $215.634B | 2.3% | $128.55 | +0.04% | -4.27% | -4.31% | $848.52M | 12.2× |
American Express Company AXP · US | Credit Services | $207.441B | 2.2% | $304.02 | +0.41% | -1.58% | -7.87% | $859.69M | 18.2× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $169.406B | 1.8% | $97.96 | +1.30% | -1.08% | -9.50% | $575.22M | 16.8× |
BlackRock Inc. BLK · US | Asset Management | $165.296B | 1.7% | $1.07K | +0.64% | -1.83% | -3.67% | $651.08M | 25.1× |
Chubb Limited CB · US | Insurance - Property & Casualty | $127.448B | 1.3% | $330.49 | -0.12% | -0.86% | -2.63% | $897.48M | 11.4× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $123.617B | 1.3% | $212.62 | +1.10% | +3.47% | -3.96% | $587.39M | 10.6× |
Capital One Financial Corp. COF · US | Credit Services | $119.715B | 1.3% | $195.14 | +0.22% | -2.53% | -9.91% | $485.78M | 11.5× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $115.712B | 1.2% | $390.92 | +1.20% | -3.07% | -9.45% | $659.21M | 24.2× |
| Capital Markets | $102.585B | 1.1% | $114.11 | +1.22% | -4.43% | +6.66% | $2.226B | 49.5× | |
| Banks - Diversified | $99.8B | 1.1% | $145.40 | +1.03% | -2.75% | -9.85% | $421.84M | 16.7× | |
Blackstone Inc. BX · US | Asset Management | $89.313B | 0.9% | $111.65 | -0.09% | -5.72% | -18.40% | $533.29M | 25.4× |
U.S. Bancorp USB · US | Banks - Regional | $89.055B | 0.9% | $57.27 | -0.42% | -3.47% | -8.76% | $360.31M | 11.5× |
| Banks - Regional | $88.563B | 0.9% | $220.28 | -0.34% | -2.38% | -9.15% | $635.05M | 12.4× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $86.117B | 0.9% | $152.15 | +1.33% | -1.40% | -3.61% | $419.79M | 21.9× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.177B | 0.9% | $170.43 | +0.22% | -0.40% | -9.27% | $360.28M | 20.9× |
Korro Bio, Inc. KKR · US | Asset Management | $80.764B | 0.8% | $89.96 | -0.37% | -6.94% | -15.47% | $435.79M | 25.6× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $78.281B | 0.8% | $448.15 | +1.54% | -4.38% | -8.54% | $399.99M | 31.4× |