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Personal Finance

Companies that provide financial services include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. Companies in this sector include Allianz, JPMorgan Chase, and Legg Mason.

Market Cap

9.744T

Market Weight

15.58%

Industries

15

Companies

1415

Industries in This Sector

Industry Market Weight YTD Return
All Industries 100.00% -2.32%
Banks - Diversified 19.46% -5.32%
Credit Services 16.11% -2.32%
Asset Management 13.87% -6.44%
Insurance - Diversified 12.35% 6.56%
Banks - Regional 8.96% -7.08%
Capital Markets 7.68% -8.16%
Insurance - Property & Casualty 6.40% 6.36%
Financial Data & Stock Exchanges 6.39% -2.71%
Insurance Brokers 3.99% 12.45%
Insurance - Life 2.68% -3.19%
Insurance - Specialty 0.83% -0.87%
Mortgage Finance 0.55% 1.76%
Insurance - Reinsurance 0.45% -8.20%
Financial Conglomerates 0.17% 130.99%
Shell Companies 0.12% 54.97%

More about the largest companies in the sector

Name Last Price 1 Year Est. Market Weight Market Cap Day Changes % YTD Return
BRK-B 496.25 506.33 11.29% 1.069T -0.17% +9.48%
JPM 229.14 266.74 8.13% 770.009B -1.33% -4.41%
V 332.14 373.81 6.79% 642.747B -2.74% +5.09%
MA 525.80 618.26 5.10% 482.596B -2.11% -0.15%
BAC 39.61 52.88 4.18% 395.635B -0.55% -9.87%
WFC 67.28 84.24 2.37% 224.008B +0.75% -4.21%
GS 531.43 648.24 2.12% 200.645B -0.04% -7.19%
MS 112.04 138.33 2.07% 196.07B +0.31% -10.88%
AXP 255.39 317.04 1.90% 179.908B -2.27% -13.95%
C 67.50 91.08 1.79% 169.871B +0.13% -4.11%

ETF Opportunities

Name Last Price Net Assets Expense Ratio YTD Return
XLF 47.61 55.109B 0.08% -1.49%
VFH 114.55 13.773B 0.09% -2.98%
NVDL 38.07 4.496B 1.06% -42.66%
KRE 55.11 4.108B 0.35% -8.68%
IYF 108.04 3.967B 0.39% -2.30%

Mutual Fund Opportunities

View all

Name Last Price Net Assets Expense Ratio YTD Return
VFAIX 57.44 13.773B 0.09% -2.91%
TFIFX 41.18 1.984B 0.93% -3.15%
PRISX 41.27 1.984B 0.93% -3.19%
0P00003CN2 24.47 1.65B 0.29% -1.73%
0P000152G3 10.58 1.619B 1.78% +1.54%

Stocks

Symbol Price Change %Change
CCTG 1.7800 1.3008 271.4524%
YOUL 1.0300 0.6933 205.9103%
HUBCZ 0.0219 0.0128 140.3846%
CHAI 1.8600 1.0400 126.8293%
RGNT 2.4100 1.1300 88.2813%
Symbol Price Change %Change
NIXXW 0.0031 0.0000 0.0000%
SMTK 0.3872 -0.4528 -53.9048%
TYG 42.3600 -0.5200 -1.2127%
NPT 2.5700 -2.3800 -48.0808%
RMCOW 0.1457 0.0000 0.0000%
Symbol Price Change %Change
SOXS 5.9300 0.2400 4.2179%
GMM 0.1079 0.0175 19.3584%
TZA 4.5400 -0.0400 -0.8734%
ADTX 0.0289 -0.0210 -42.0842%
BITO 8.4400 -0.1800 -2.0882%

Personal Finance News

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VeriSign (VRSN) Valuation Check After Recent Share Price Momentum And Overvaluation Concerns

VeriSign (VRSN) has seen recent share price momentum, with a 20% increase over the past three months, but faces significant overvaluation concerns according to a user narrative that pegs its fair value at $165 compared to its current price of $283.89. This bearish thesis is driven by potential legal and regulatory hazards stemming from governance issues and a reliance on a single core service with slow growth. While the stock's P/E ratio is higher than the industry average, it is lower than its peer group, leading to a split sentiment among investors regarding its true valuation.

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STX Stock Tops Industry Returns in 3 Months: A Smart Investment Now?

Seagate Technology Holdings plc (STX) has significantly outperformed its industry peers, the S&P 500, and the Zacks Computer & Technology sector over the past three months, driven by strong demand for AI infrastructure and improved storage market conditions. The company's focus on high-capacity HDDs with HAMR technology positions it well for long-term growth in the AI data storage market. Despite a strong rally, Seagate's improving financial metrics, dividend appeal, and strong Zacks Rank make it an attractive investment, though investors should consider valuation and industry cyclicality risks.

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Better Telecom Stock: Verizon or Rogers Communications?

This article analyzes whether Verizon Communications or Rogers Communications is the better telecom stock for investors. Both companies dominate their respective national markets and offer robust dividend yields. While Rogers benefits from strong market protection and recent growth through acquisition, Verizon offers a higher dividend yield and is nearing the completion of its major 5G infrastructure investments, which is expected to improve its financials.

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GCDT pops as traders pile into Green Circle Decarbonize after CFO filing

Green Circle Decarbonize Technology Ltd. (GCDT) shares surged by 91% in pre-market trading after the company announced the appointment of Louis Ho Ming Leung as CFO. Despite the sharp increase driven by trading momentum, the article highlights significant concerns such as the stock trading well below its $4 IPO price, potential dilution, volatility, financing risks, and a history of losses. The company's prospectus even indicated "significant doubt" about its future viability without additional funding, suggesting the rally is speculative rather than fundamental.

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Parabilis Medicines Raises $670 Million in Initial Public Offering

Parabilis Medicines successfully raised $670 million in an above-range initial public offering, selling 33.5 million shares at $20 each. The company also secured an additional $75 million through a concurrent private placement with Regeneron Pharmaceuticals, totaling approximately $745 million in gross proceeds. This funding will advance its Helicon discovery platform, which engineers stabilized helical peptides to target traditionally undruggable intracellular proteins, with its lead program, zolucatetide, focusing on the Wnt/beta-catenin signaling pathway for cancer treatment.

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Tyler Tech stock price target maintained at $460 by DA Davidson

DA Davidson has reiterated a Buy rating and a $460 price target for Tyler Technologies Inc. (NYSE: TYL) after the company's investor day. Management updated its 2026 non-GAAP EPS guidance and fine-tuned 2030 revenue and margin goals, leading to an improved outlook despite the stock trading 32% down over the past six months and being considered undervalued by InvestingPro. Other analysts like Piper Sandler also maintain an Overweight rating, while Cantor Fitzgerald lowered its price target, reflecting mixed sentiments in the software-as-a-service sector.

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Danaher Completes Acquisition of Masimo, Expanding Acute Care Diagnostics Platform

Danaher Corporation has finalized its acquisition of Masimo Corporation, integrating Masimo's patient monitoring and pulse oximetry business into Danaher's diagnostics portfolio. This move strengthens Danaher's presence in acute care settings and expands its offering with established monitoring technologies and AI-enabled capabilities. Masimo will operate as a standalone subsidiary within Danaher's Diagnostics segment, benefiting from Danaher's global scale and resources while maintaining its brand and market presence.

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Oracle Corp Stock (ORCL) Opened Down by 3.28% on Jun 10: Drivers Behind the Movement

Oracle Corp (ORCL) stock opened down by 3.28% on June 10, primarily due to investor anticipation and apprehension ahead of its fiscal Q4 2026 earnings report, which will detail its substantial AI infrastructure investments. Concerns include funding aggressive AI buildouts like the Stargate project, converting AI contracts into revenue, and managing increased debt levels amidst a broader tech sector downturn. The company also faces analyst concerns about overvaluation and ongoing securities fraud class action lawsuits, collectively contributing to downward pressure on its share price.

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Danaher completes $10B acquisition of Masimo

Danaher has successfully completed its $10 billion acquisition of Masimo, a health monitoring technology company. This strategic move aims to strengthen Danaher's position in acute care settings and enhance its diagnostics portfolio with Masimo's advanced sensor technology and AI-enabled monitoring platforms. Masimo will operate as a standalone, wholly-owned subsidiary within Danaher’s Diagnostics segment, with no changes to Danaher's 2026 financial guidance.

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Morgan Stanley forecasts AI debt issuance to top $570B in 2026

Morgan Stanley predicts that artificial intelligence-related debt issuance will exceed $570 billion by the year 2026. This forecast highlights the significant financial investment expected to flow into the AI sector.