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Sector
Companies that provide financial services include banks, credit and payment networks, capital markets firms, asset managers, and insurance companies.
Market cap
8.7T
S&P 500 weight
12.24%
Industries
6
Companies
68
Day return
Sector
+0.67%
S&P 500
+0.86%
YTD return
Sector
+4.22%
S&P 500
+11.64%
1-year return
Sector
+6.65%
S&P 500
+15.75%
3-year return
Sector
+66.72%
S&P 500
+70.28%
5-year return
Sector
+48.01%
S&P 500
+70.30%
| Industry | Market weight | YTD return |
|---|---|---|
| All industries | 100.00% | +7.17% |
| Banks - Diversified | 40.03% | +8.84% |
| Credit Services | 23.95% | +4.40% |
| Insurance - Diversified | 20.03% | +2.72% |
| Capital Markets | 15.99% | +12.70% |
Day return (%)
Updated Sep 13, 2026, 5:21 AM
| Name | Price | Day change | Day % | 52W range | 1Y target est. | YTD return | AlphaScore | Wall St | Mkt. weight | Mkt. cap |
|---|---|---|---|---|---|---|---|---|---|---|
| JPM JP Morgan Chase & Co. | $356.23 | +$2.67 | +0.76% | $279.10+15.32%$366.50 | $376.14 | +9.45% | STRONG BUY | HOLD | 11.69% | $947B |
| BRK-B Berkshire Hathaway Inc. New | $510.37 | +$3.37 | +0.66% | $464.01+3.83%$537.74 | $547.67 | +2.72% | BUY | BUY | 11.32% | $1.1T |
| V Visa Inc. | $370.45 | +$3.24 | +0.88% | $293.89+9.26%$385.57 | $419.36 | +6.92% | BUY | BUY | 7.71% | $692B |
| MA Mastercard Incorporated | $569.19 | +$3.82 | +0.68% | $464.52-2.36%$601.62 | $668.53 | +1.08% | BUY | BUY | 5.83% | $499B |
| BAC Bank of America Corporation | $62.69 | +$0.13 | +0.21% | $46.12+23.92%$65.23 | $69.00 | +12.05% | BUY | BUY | 4.96% | $438B |
| GS Goldman Sachs Group, Inc. (The) | $1,029.18 | +$9.41 | +0.92% | $740.01+30.81%$1,153.99 | $1,141.65 | +12.56% | STRONG BUY | HOLD | 3.71% | $300B |
| WFC Wells Fargo & Company | $90.29 | +$0.84 | +0.94% | $72.78+10.91%$97.76 | $100.63 | -5.16% | HOLD | BUY | 3.24% | $273B |
| MS Morgan Stanley | $214.38 | +$1.72 | +0.81% | $151.84+36.86%$232.25 | $237.33 | +17.86% | BUY | HOLD | 3.13% | $337B |
| C Citigroup, Inc. | $138.82 | +$0.32 | +0.23% | $93.66+39.11%$147.96 | $155.20 | +16.95% | BUY | BUY | 2.75% | $233B |
| SCHW Charles Schwab Corporation (The | $107.25 | -$0.08 | -0.07% | $83.96+16.45%$114.53 | $124.95 | +5.59% | BUY | BUY | 2.20% | $186B |