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 11.5% of tracked equity market cap and 17.7% of daily volume.
Market cap
$9.593T
+0.67%
$64.002B · 1D
Sector weight
11.5%
of tracked market cap
Volume 24h
$2.802B
17.7% of market volume
Revenue TTM
$3.187T
Sum of constituents
Net income TTM
$552.771B
17.3% net margin
P/E (TTM)
17.3×
Market 30.6×
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
382.5
Mega caps
10
Median cap
$1.674B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.3× · market 20.1×
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 43.5% 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 | +0.67% | +0.57% | +0.10% |
| 1 week | +1.70% | +1.94% | -0.24% |
| 1 month | -4.85% | +1.09% | -5.93% |
| 3 months | -2.30% | +2.36% | -4.65% |
| Year to date | -0.97% | +13.01% | -13.98% |
| 1 year | +1.30% | +14.14% | -12.84% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.098T | 11.4% | $766.88K | +0.92% | +2.01% | +1.20% | $134.97M | 20× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $892.358B | 9.3% | $333.03 | +0.49% | -0.05% | -5.79% | $19.28M | 15.2× |
Visa Inc. Class A V · US | Credit Services | $721.98B | 7.5% | $384.24 | +2.44% | +6.78% | +4.23% | $49.31M | 32.2× |
| Credit Services | $514.534B | 5.4% | $586.03 | +1.96% | +6.55% | +2.65% | $40.37M | 31.7× | |
Bank of America Corporation BAC · US | Banks - Diversified | $377.923B | 3.9% | $54.05 | +0.81% | +0.60% | -13.37% | $61.56M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $296.88B | 3.1% | $188.86 | +0.75% | +0.45% | -12.66% | $23.21M | 14.7× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $261.707B | 2.7% | $888.43 | +0.66% | -0.92% | -14.29% | $31.47M | 14.5× |
Wells Fargo & Company WFC · US | Banks - Diversified | $254.938B | 2.7% | $83.20 | +1.42% | +3.68% | -5.41% | $46.63M | 11.8× |
Citigroup Inc. C · US | Banks - Diversified | $216.071B | 2.3% | $128.81 | +0.57% | +1.43% | -5.80% | $17.33M | 12.2× |
American Express Company AXP · US | Credit Services | $209.59B | 2.2% | $307.17 | -0.30% | +1.68% | -5.81% | $26.26M | 18.4× |
BlackRock Inc. BLK · US | Asset Management | $167.423B | 1.7% | $1.08K | +1.39% | +1.49% | -1.39% | $7.5M | 25.5× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $167.192B | 1.7% | $96.68 | -0.20% | -1.72% | -9.54% | $17.64M | 16.6× |
Chubb Limited CB · US | Insurance - Property & Casualty | $132.049B | 1.4% | $342.42 | -0.40% | +3.36% | +1.72% | $3.58M | 11.8× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $127.001B | 1.3% | $218.44 | -0.13% | +3.55% | +1.65% | $6.83M | 10.9× |
Capital One Financial Corp. COF · US | Credit Services | $122.605B | 1.3% | $199.85 | +0.23% | +2.76% | -6.60% | $11.53M | 11.8× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $120.247B | 1.3% | $406.24 | +0.87% | +4.66% | -5.37% | $9.08M | 25.2× |
| Banks - Diversified | $98.571B | 1% | $143.61 | +0.62% | -1.23% | -11.81% | $495.41M | 16.5× | |
| Capital Markets | $97.906B | 1% | $108.91 | +1.77% | -2.02% | -7.18% | $20.76M | 47.3× | |
Blackstone Inc. BX · US | Asset Management | $91.589B | 1% | $114.50 | +1.61% | +2.01% | -14.53% | $9.7M | 26× |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $88.675B | 0.9% | $156.67 | +0.85% | +3.43% | -0.69% | $6.91M | 22.6× |
U.S. Bancorp USB · US | Banks - Regional | $88.355B | 0.9% | $56.82 | -0.37% | -0.94% | -9.07% | $12.64M | 11.4× |
| Banks - Regional | $88.134B | 0.9% | $219.22 | -0.21% | -0.69% | -9.75% | $5.66M | 12.3× | |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $84.834B | 0.9% | $175.94 | -0.41% | +2.38% | -2.54% | $24.4M | 21.6× |
Korro Bio, Inc. KKR · US | Asset Management | $82.322B | 0.9% | $91.70 | +2.38% | +0.50% | -13.27% | $6.52M | 26.1× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $80.875B | 0.8% | $463 | +0.94% | +3.50% | -3.79% | $4.82M | 32.4× |