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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
BGLWW 0.0102 -0.0093 -47.6923%
ONEG 1.6300 0.8469 108.1471%
CHOW 4.4000 2.2700 106.5728%
SGRX 0.7335 0.3338 83.5126%
LUCYW 0.0491 -0.0004 -0.8081%
Symbol Price Change %Change
ABOS 0.2101 -2.0799 -90.8253%
PMN 3.3100 -7.7700 -70.1264%
RDTL 3.6300 -5.2300 -59.0293%
INT 6.0000 -8.0265 -57.2238%
INTW 7.4900 -10.2500 -57.7790%
Symbol Price Change %Change
BURU 0.2870 -0.0847 -22.7872%
INTC 65.7600 -26.3100 -28.5761%
SLGB 0.3051 0.1003 48.9746%
SOXL 77.0500 -25.3400 -24.7485%
HUBC 0.1134 -0.0216 -16.0000%

Personal Finance News

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MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A(MCHPP.US) is scheduled to release its earnings report after the market close on November 5.

Microchip Technology Depositary Shares Representing 1/20th Preferred Convertible Series A (MCHPP.US) is slated to release its earnings report. The announcement is scheduled to occur after the market closes on November 5.

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Apple overtakes NVIDIA to become the world's most valuable company after a rough month for AI stocks

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Unisys Corporation (UIS) Seasonal Returns Chart - Yahoo Finance

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Datavault AI Seeks 19.9% Stake in DataMEDS Through Licensing Deal

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Arrow Electronics (ARW) Could Be 11% Undervalued Following NetApp Keystone Launch

Arrow Electronics has expanded its enterprise storage services by launching managed offerings for NetApp Keystone, positioning itself as the first distributor to provide this Storage-as-a-Service capability. Despite a strong multi-year stock performance, the shares have recently pulled back, leading to a narrative that the company is 11% undervalued with a fair value pegged at $235, driven by its shift towards higher-margin software and services. However, a discounted cash flow model presents a less optimistic view, valuing the shares at $169.46, suggesting they might be overvalued.

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Is Emerson Electric (EMR) Fairly Valued As Earnings Expectations Rise?

Emerson Electric (EMR) is gaining investor attention as Wall Street analysts have raised earnings expectations for the upcoming quarter, leading to a recent surge in its share price. While one narrative suggests the stock is 5% undervalued at $173.68, driven by large-scale investments in power generation and LNG, another view based on P/E ratio indicates potential overvaluation. Investors are advised to further investigate both the upside and potential risks to determine the true value of the company.

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