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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% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| FCUV | 11.6000 | 9.7200 | 517.0213% |
| RNWWW | 0.0033 | 0.0002 | 6.4516% |
| WETO | 0.0900 | 0.0600 | 200.0000% |
| FMFC | 0.5241 | 0.3070 | 141.4095% |
| ASTLW | 0.0100 | 0.0052 | 108.3333% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| JDZG | 6.0100 | -43.9900 | -87.9800% |
| KPTI | 1.9200 | -5.0900 | -72.6106% |
| DFNS | 27.6800 | -57.3000 | -67.4276% |
| BIOA | 9.0400 | -15.8100 | -63.6217% |
| NUWE | 1.7400 | -2.7100 | -60.8989% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| WETO | 0.0900 | 0.0600 | 200.0000% |
| LBGJ | 0.0187 | 0.0007 | 3.8889% |
| MGRX | 0.5571 | 0.2635 | 89.7480% |
| ZBAO | 0.2001 | 0.0276 | 16.0000% |
| ONFO | 0.0790 | -0.0052 | -6.1758% |
Personal Finance News
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Arista Networks (ANET) stock, despite a 45% gain over the past year, faces significant implied volatility, with options traders pricing in potential swings between $95 and $311.38 in the next year. This uncertainty stems from record demand for its AI networking equipment clashing with ongoing supply chain issues expected to last one to two years, leading to both capped fulfillment and gross margin pressure. The article advises shareholders to manage their exposure through disciplined portfolio management and position sizing, noting that the market is pricing in slightly more volatility than Arista has historically experienced.
This article provides a detailed dividend history and financial data for the LG QRAFT AI-Powered U.S. Large Cap Core ETF (LQAI). It highlights LQAI's current dividend yield of 0.95% ($0.42 per share annually), a payout ratio of 0.34, and a 5-year dividend growth rate of 10.68%. The ETF has been consistently paying dividends since 2023, with a comprehensive table listing ex-dividend dates, amounts, and payment dates.
Focus Universal Inc. (NASDAQ:FCUV) saw a 517% increase in its stock price on Friday, driven by the announcement of a new AI-powered document-processing engine, despite the lack of disclosed commercial success or financial details. The trading volume was exceptionally high, nearly 147 times the reported post-split share count. The company, which recently underwent reverse stock splits, has faced significant revenue declines and a net loss in Q1 2026, leading to investor concerns about its financial stability and the sustainability of the recent stock surge without concrete commercial benchmarks.
Equinix (EQIX) announced its largest guidance raise in company history following a strong Q2 2026 earnings report, driven by record bookings and interconnections. The company exceeded revenue and adjusted EPS estimates, projecting 11-12% revenue growth and 10-12% AFFO per share growth for FY2026, alongside significant capital expenditure plans of $5B-$7B annually through 2029 to meet AI-driven demand. TIKR's valuation model suggests a potential 76% total return for Equinix stock by December 2030, valuing it at $1,797.
Ambarella (NASDAQ:AMBA) shares surged 16.1% following a Financial Times report suggesting NXP Semiconductors N.V. (NASDAQ:NXPI) is in acquisition talks. NXP's shares, however, dropped 6.5%, wiping out $4.0 billion in market capitalization, more than Ambarella's total equity value. While the acquisition could provide strategic benefits due to NXP's automotive reach and Ambarella's vision processors, risks remain, including potential deal collapse and Ambarella's ongoing execution challenges.
Wix.com (WIX) is facing scrutiny over its AI offerings following a class action lawsuit, despite recent positive share price momentum. The company is considered by some analysts to be 30% undervalued, with a fair value estimate of $78.63 per share, based on assumptions of AI-driven growth and improved margins. However, significant risks such as higher AI costs and increased competition could impact its future performance.
ExlService Holdings (EXLS) saw its stock rise by 22.6% after reporting higher Q2 2026 sales and raising its full-year 2026 revenue guidance to US$2.39 billion–US$2.42 billion. The company is focusing on AI-led growth initiatives and share buybacks, which amplify EPS, despite slightly lower net income. The article emphasizes that ExlService's future success hinges on its ability to leverage data and AI to offset traditional outsourcing pressures and manage rising talent costs.
Applied Materials (AMAT) saw its stock rise 15% on Thursday, July 30, without company-specific news, driven by strong earnings from peer Lam Research. Despite the gain, the stock remains over 30% below its 52-week high. Investors are now looking to Applied Materials' fiscal third-quarter earnings report on August 13 for confirmation of this optimistic movement, with expectations for record revenue and sustained growth driven by the AI build-out.
Vanguard's S&P 500 ETF (VOO) has become the first ETF to reach $1 trillion in assets under management, validating Warren Buffett's long-standing advice to invest in low-cost index funds. The article highlights the fund's low expense ratio, the historical underperformance of active managers, and Buffett's personal endorsement. However, it also introduces a caveat: the increasing concentration of the S&P 500 in a few mega-cap technology stocks, which presents new risks for investors seeking broad diversification.
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