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 9% of daily volume.
Market cap
$9.539T
+0.85%
$80.303B · 1D
Sector weight
11.5%
of tracked market cap
Volume 24h
$64.185B
9% 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 30.4×
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
381.2
Mega caps
10
Median cap
$1.688B
Valuation vs. market
Sector totals valued as one company; marker is the all-equities median
P/E (TTM): 17.2× · market 20.1×
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 43.5% 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 | +0.85% | -0.49% | +1.35% |
| 1 week | +1.13% | +1.37% | -0.24% |
| 1 month | -5.38% | +0.52% | -5.90% |
| 3 months | -2.84% | +1.79% | -4.63% |
| Year to date | -1.52% | +12.39% | -13.91% |
| 1 year | +0.74% | +13.52% | -12.79% |
Constituents
570 equities
Berkshire Hathaway Inc. Class A BRK.A · US | Insurance - Diversified | $1.098T | 11.5% | $766.88K | +0.92% | +2.01% | +1.20% | $134.97M | 20× |
JPMorgan Chase & Co. JPM · US | Banks - Diversified | $888.044B | 9.3% | $331.42 | +0.56% | -0.53% | -6.25% | $2.672B | 15.2× |
Visa Inc. Class A V · US | Credit Services | $704.815B | 7.4% | $375.10 | +0.81% | +4.24% | +1.75% | $2.403B | 31.4× |
| Credit Services | $504.639B | 5.3% | $574.76 | +0.82% | +4.50% | +0.68% | $1.949B | 31× | |
Bank of America Corporation BAC · US | Banks - Diversified | $374.881B | 3.9% | $53.61 | +0.17% | -0.22% | -14.07% | $3.204B | 15.3× |
Morgan Stanley Common Stock MS · US | Capital Markets | $294.656B | 3.1% | $187.44 | -1.20% | -0.30% | -13.32% | $1.097B | 14.6× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $259.988B | 2.7% | $882.59 | -0.52% | -1.57% | -14.85% | $1.548B | 14.4× |
Wells Fargo & Company WFC · US | Banks - Diversified | $251.368B | 2.6% | $82.03 | +2.21% | +2.22% | -6.74% | $1.37B | 11.6× |
Citigroup Inc. C · US | Banks - Diversified | $214.846B | 2.3% | $128.08 | +0.60% | +0.85% | -6.33% | $1.012B | 12.2× |
American Express Company AXP · US | Credit Services | $210.225B | 2.2% | $308.10 | +1.27% | +1.99% | -5.52% | $1.633B | 18.5× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $167.521B | 1.8% | $96.87 | +1.35% | -1.53% | -9.36% | $636.47M | 16.6× |
BlackRock Inc. BLK · US | Asset Management | $165.126B | 1.7% | $1.07K | -0.40% | +0.09% | -2.74% | $465.98M | 25.1× |
Chubb Limited CB · US | Insurance - Property & Casualty | $132.573B | 1.4% | $343.78 | +2.71% | +3.77% | +2.12% | $424.4M | 11.9× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $127.17B | 1.3% | $218.73 | +2.15% | +3.68% | +1.78% | $601.38M | 10.9× |
Capital One Financial Corp. COF · US | Credit Services | $122.329B | 1.3% | $199.40 | +1.78% | +2.53% | -6.81% | $1.015B | 11.7× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $119.208B | 1.2% | $402.73 | +1.91% | +3.75% | -6.19% | $663.7M | 25× |
| Banks - Diversified | $98.571B | 1% | $143.61 | +0.62% | -1.23% | -11.81% | $495.41M | 16.5× | |
| Capital Markets | $96.202B | 1% | $107.01 | -2.28% | -3.73% | -8.80% | $2.421B | 46.4× | |
Blackstone Inc. BX · US | Asset Management | $90.137B | 0.9% | $112.68 | +0.76% | +0.39% | -15.89% | $729.13M | 25.6× |
U.S. Bancorp USB · US | Banks - Regional | $88.682B | 0.9% | $57.03 | +1.53% | -0.58% | -8.74% | $505.86M | 11.4× |
| Banks - Regional | $88.321B | 0.9% | $219.68 | +0.90% | -0.48% | -9.56% | $370.75M | 12.3× | |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $87.928B | 0.9% | $155.35 | +1.81% | +2.56% | -1.53% | $316.08M | 22.4× |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $85.186B | 0.9% | $176.67 | +1.73% | +2.81% | -2.13% | $697.83M | 21.7× |
Korro Bio, Inc. KKR · US | Asset Management | $80.405B | 0.8% | $89.56 | -0.12% | -1.84% | -15.29% | $584.18M | 25.5× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $80.122B | 0.8% | $458.69 | +2.02% | +2.53% | -4.69% | $241.59M | 32.1× |