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 13.4% of daily volume.
Market cap
$9.524T
+0.86%
$81.221B · 1D
Sector weight
11.4%
of tracked market cap
Volume 24h
$3.471B
13.4% 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
377.6
Mega caps
10
Median cap
$1.708B
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 13×
Operating margin: — · market 8.5%
Dividend yield: 2.2% · market 2.3%
Trading at a 43.7% 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 | +0.86% | +0.77% | +0.09% |
| 1 week | -1.51% | +0.57% | -2.08% |
| 1 month | -5.94% | +1.29% | -7.23% |
| 3 months | -3.34% | +2.63% | -5.96% |
| Year to date | -1.68% | +12.63% | -14.31% |
| 1 year | -0.29% | +14.05% | -14.34% |
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 | $891.983B | 9.4% | $332.89 | +0.15% | -2.96% | -6.55% | $61.31M | 15.2× |
| Credit Services | $695.279B | 7.3% | $370.03 | +2.60% | +0.72% | -2.21% | $61.11M | 31× | |
| Credit Services | $496.759B | 5.2% | $565.79 | +2.45% | -0.33% | -3.80% | $63.87M | 30.6× | |
Bank of America Corporation BAC · US | Banks - Diversified | $379.322B | 4% | $54.25 | +0.92% | -4.32% | -13.34% | $80.49M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $300.063B | 3.2% | $190.88 | +0.30% | -2.77% | -9.89% | $44.33M | 14.9× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $264.027B | 2.8% | $896.30 | -0.69% | -4.19% | -10.76% | $67.71M | 14.6× |
Wells Fargo & Company WFC · US | Banks - Diversified | $250.449B | 2.6% | $81.73 | +1.59% | -1.50% | -8.45% | $45.22M | 11.5× |
Citigroup Inc. C · US | Banks - Diversified | $215.777B | 2.3% | $128.64 | +0.11% | -4.20% | -4.24% | $20.09M | 12.2× |
American Express Company AXP · US | Credit Services | $207.461B | 2.2% | $304.05 | +0.42% | -1.57% | -7.86% | $30.13M | 18.2× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $169.06B | 1.8% | $97.76 | +1.10% | -1.28% | -9.68% | $17.63M | 16.8× |
BlackRock Inc. BLK · US | Asset Management | $166.305B | 1.7% | $1.07K | +1.26% | -1.23% | -3.08% | $23.3M | 25.3× |
Chubb Limited CB · US | Insurance - Property & Casualty | $127.753B | 1.3% | $331.28 | +0.12% | -0.63% | -2.40% | $38.21M | 11.4× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $123.024B | 1.3% | $211.60 | +0.61% | +2.97% | -4.42% | $27.5M | 10.5× |
Capital One Financial Corp. COF · US | Credit Services | $120.844B | 1.3% | $196.98 | +1.16% | -1.61% | -9.06% | $14.67M | 11.6× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $115.264B | 1.2% | $389.41 | +0.81% | -3.44% | -9.80% | $31.92M | 24.1× |
| Capital Markets | $102.531B | 1.1% | $114.05 | +1.16% | -4.48% | +6.60% | $36.94M | 49.5× | |
| Banks - Diversified | $99.8B | 1% | $145.40 | +1.03% | -2.75% | -9.85% | $421.84M | 16.7× | |
Blackstone Inc. BX · US | Asset Management | $89.933B | 0.9% | $112.43 | +0.60% | -5.06% | -17.83% | $17.35M | 25.6× |
U.S. Bancorp USB · US | Banks - Regional | $89.576B | 0.9% | $57.61 | +0.17% | -2.90% | -8.22% | $16.95M | 11.5× |
| Banks - Regional | $88.864B | 0.9% | $221.03 | <0.0001% | -2.04% | -8.84% | $15.09M | 12.4× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $86.275B | 0.9% | $152.43 | +1.52% | -1.22% | -3.43% | $20.96M | 22× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $82.16B | 0.9% | $170.40 | +0.20% | -0.42% | -9.28% | $15.24M | 20.9× |
Korro Bio, Inc. KKR · US | Asset Management | $81.222B | 0.9% | $90.47 | +0.20% | -6.41% | -15.00% | $23.62M | 25.8× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $78.169B | 0.8% | $447.51 | +1.39% | -4.52% | -8.67% | $13.58M | 31.3× |