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
+3.51%
S&P 500
+1.58%
YTD return
Sector
+7.77%
S&P 500
+12.10%
1-year return
Sector
+12.55%
S&P 500
+13.13%
3-year return
Sector
+88.24%
S&P 500
+86.74%
5-year return
Sector
+49.80%
S&P 500
+71.37%
| Industry | Market weight | YTD return |
|---|---|---|
| All industries | 100.00% | +9.18% |
| Banks - Diversified | 36.83% | +1.59% |
| Credit Services | 30.46% | +14.84% |
| Insurance - Diversified | 22.16% | +16.55% |
| Capital Markets | 10.54% | +3.85% |
Day return
Day return (%)
Updated Nov 5, 2026, 5:13 AM
| Name | Price | Day change | Day % | 52W range | 1Y target est. | YTD return | AlphaScore | Wall St | Mkt. weight | Mkt. cap |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. New | $579.09 | +$22.02 | +3.95% | $464.01+13.97%$580.65 | $555.67 | +16.55% | BUY | BUY | 12.68% | $1.2T |
JPM JP Morgan Chase & Co. | $352.11 | +$14.13 | +4.18% | $279.10+8.44%$366.50 | $373.48 | +8.18% | BUY | HOLD | 11.24% | $935B |
V Visa Inc. | $436.57 | +$16.15 | +3.84% | $293.89+23.64%$436.67 | $443.44 | +21.34% | BUY | BUY | 8.84% | $816B |
MA Mastercard Incorporated | $672.68 | +$25.50 | +3.94% | $464.52+16.97%$673.50 | $707.79 | +14.93% | BUY | BUY | 6.47% | $586B |
BAC Bank of America Corporation | $51.63 | +$1.97 | +3.97% | $46.12-5.32%$65.23 | $62.48 | -11.24% | HOLD | BUY | 4.08% | $356B |
GS Goldman Sachs Group, Inc. (The) | $928.00 | +$31.91 | +3.56% | $754.00+12.99%$1,153.99 | $1,030.67 | +1.49% | BUY | HOLD | 3.27% | $268B |
WFC Wells Fargo & Company | $87.43 | +$1.90 | +2.22% | $72.78-1.63%$97.76 | $97.38 | -8.16% | HOLD | BUY | 3.16% | $263B |
MS Morgan Stanley | $193.97 | +$7.88 | +4.23% | $152.80+12.66%$232.25 | $211.50 | +6.64% | HOLD | HOLD | 2.76% | $304B |
C Citigroup, Inc. | $124.74 | +$2.03 | +1.65% | $95.83+20.67%$147.96 | $150.60 | +5.09% | BUY | BUY | 2.58% | $207B |
AXP American Express Company | $332.59 | +$7.09 | +2.18% | $290.97-11.02%$387.49 | $365.79 | -12.67% | BUY | HOLD | 2.11% | $223B |