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 16.7% of daily volume.
Market cap
$9.596T
+0.70%
$66.835B · 1D
Sector weight
11.5%
of tracked market cap
Volume 24h
$3.18B
16.7% 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 | +0.70% | +0.57% | +0.13% |
| 1 week | +1.73% | +1.93% | -0.20% |
| 1 month | -4.82% | +1.08% | -5.90% |
| 3 months | -2.27% | +2.36% | -4.62% |
| Year to date | -0.94% | +13.01% | -13.95% |
| 1 year | +1.33% | +14.14% | -12.81% |
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% | $24.17M | 15.2× |
Visa Inc. Class A V · US | Credit Services | $721.745B | 7.5% | $384.11 | +2.40% | +6.74% | +4.20% | $59.66M | 32.2× |
| Credit Services | $514.24B | 5.4% | $585.70 | +1.90% | +6.49% | +2.59% | $49.24M | 31.6× | |
Bank of America Corporation BAC · US | Banks - Diversified | $378.343B | 3.9% | $54.11 | +0.92% | +0.71% | -13.27% | $71.6M | 15.4× |
Morgan Stanley Common Stock MS · US | Capital Markets | $297.918B | 3.1% | $189.52 | +1.11% | +0.80% | -12.36% | $28.89M | 14.8× |
The Goldman Sachs Group, Inc. GS · US | Capital Markets | $262.059B | 2.7% | $889.62 | +0.80% | -0.79% | -14.17% | $36.18M | 14.5× |
Wells Fargo & Company WFC · US | Banks - Diversified | $256.255B | 2.7% | $83.63 | +1.94% | +4.21% | -4.92% | $60.16M | 11.8× |
Citigroup Inc. C · US | Banks - Diversified | $216.339B | 2.3% | $128.97 | +0.69% | +1.55% | -5.68% | $20.39M | 12.3× |
American Express Company AXP · US | Credit Services | $209.778B | 2.2% | $307.45 | -0.21% | +1.77% | -5.72% | $31.43M | 18.4× |
The Charles Schwab Corporation SCHW · US | Capital Markets | $167.728B | 1.7% | $96.99 | +0.12% | -1.40% | -9.25% | $22.76M | 16.6× |
BlackRock Inc. BLK · US | Asset Management | $167.349B | 1.7% | $1.08K | +1.35% | +1.44% | -1.43% | $10.02M | 25.5× |
Chubb Limited CB · US | Insurance - Property & Casualty | $131.979B | 1.4% | $342.24 | -0.45% | +3.30% | +1.66% | $6.46M | 11.8× |
The Progressive Corporation PGR · US | Insurance - Property & Casualty | $127.018B | 1.3% | $218.47 | -0.12% | +3.56% | +1.66% | $8.22M | 10.9× |
Capital One Financial Corp. COF · US | Credit Services | $122.602B | 1.3% | $199.85 | +0.22% | +2.76% | -6.60% | $14.03M | 11.8× |
S&P Global Inc. SPGI · US | Financial Data & Stock Exchanges | $120.102B | 1.3% | $405.75 | +0.75% | +4.53% | -5.49% | $11.44M | 25.1× |
| Banks - Diversified | $98.571B | 1% | $143.61 | +0.62% | -1.23% | -11.81% | $495.41M | 16.5× | |
| Capital Markets | $97.703B | 1% | $108.68 | +1.56% | -2.22% | -7.38% | $26.19M | 47.2× | |
Blackstone Inc. BX · US | Asset Management | $91.736B | 1% | $114.68 | +1.78% | +2.17% | -14.40% | $12.18M | 26.1× |
Intercontinental Exchange, Inc. ICE · US | Financial Data & Stock Exchanges | $88.67B | 0.9% | $156.66 | +0.84% | +3.43% | -0.70% | $8.58M | 22.6× |
U.S. Bancorp USB · US | Banks - Regional | $88.441B | 0.9% | $56.88 | -0.27% | -0.84% | -8.98% | $15.12M | 11.4× |
| Banks - Regional | $88.116B | 0.9% | $219.17 | -0.23% | -0.72% | -9.77% | $6.71M | 12.3× | |
Marsh & McLennan Companies, Inc. MRSH · US | Insurance Brokers | $84.882B | 0.9% | $176.04 | -0.36% | +2.44% | -2.48% | $26.1M | 21.6× |
Korro Bio, Inc. KKR · US | Asset Management | $82.371B | 0.9% | $91.75 | +2.45% | +0.56% | -13.22% | $8.71M | 26.1× |
Moody's Corporation MCO · US | Financial Data & Stock Exchanges | $80.695B | 0.8% | $461.97 | +0.72% | +3.27% | -4.01% | $6.03M | 32.3× |