Market Trend +0.28% Russell 2000 Futures

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Market Trend -0.15% Gold

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
NTRBW 0.6015 0.2115 54.2308%
SABSW 0.0190 0.0050 35.7143%
CHPGR 0.1894 0.1054 125.4762%
BEATW 0.0113 0.0003 2.7273%
BDRX 1.3000 0.6399 96.9399%
Symbol Price Change %Change
ASTLW 0.0058 -0.0043 -42.5743%
NCPLW 0.0329 -0.0001 -0.3030%
NMCO 9.6700 0.0300 0.3112%
BIAFW 0.2384 -0.3116 -56.6545%
LTRYW 0.0031 -0.0017 -35.4167%
Symbol Price Change %Change
TRUG 0.6533 0.2824 76.1391%
SURG 0.1731 0.0086 5.2280%
BDRX 1.3000 0.6399 96.9399%
KHC 24.6000 0.2100 0.8610%
ACVA 10.4100 3.1900 44.1828%

Personal Finance News

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Microsoft comms chief Frank Shaw to exit after nearly three decades shaping the company's message

Frank X. Shaw, Microsoft's chief communications officer, is set to leave the company at the end of the year after nearly three decades of shaping its message. Shaw, 64, does not have another job lined up and plans to take a break before deciding on his next move. He was instrumental in navigating Microsoft through significant periods, including antitrust challenges, CEO transitions, and the company's recent AI push under Satya Nadella.

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GE HealthCare, Leo Cancer Care to Collaborate on Imaging, Radiation Therapy Workflows

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NetApp (NASDAQ:NTAP) Stock Price Up 6% - Here's What Happened

NetApp (NASDAQ:NTAP) shares increased by 6% to approximately $194.63, driven by strong investor momentum and an upgrade from Zacks to "Strong Buy." The company's recent quarterly earnings surpassed expectations with an EPS of $2.58 and revenue of $2.03 billion, reflecting a 29.9% year-over-year increase. Analysts have revised earnings forecasts upwards, yet the broader consensus remains "Hold" with a target price close to the current trading level.

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How (INTA) Movements Inform Risk Allocation Models

This article analyzes Intapp Inc. (NASDAQ: INTA) using AI models, identifying near-term weak sentiment and suggesting potential long-term weakness. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis. The report highlights that no resistance levels remain above the current price, indicating compelling upside potential.

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IES (NASDAQ:IESC) Stock Price Up 6.2% on Analyst Upgrade

IES Holdings (NASDAQ:IESC) saw its stock price rise 6.2% following an upgrade from Freedom Broker from "Hold" to "Buy," with a new price target of $440.00. The company recently surpassed quarterly earnings and revenue expectations, reporting $1.68 EPS against an estimated $1.21 and revenue of $1.24 billion against $1.08 billion. Despite the upgrade, trading volume was significantly lower than average.

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Tungsten Automation Named a Leader in the 2026 Gartner® Magic Quadrant™ for Intelligent Document Processing

Tungsten Automation has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Intelligent Document Processing (IDP), marking its second consecutive year in this position. The company attributes this achievement to its ability to deliver production-ready AI for document processing at enterprise scale, coupled with agentic orchestration and governance. Tungsten Automation's flagship platform, TotalAgility™, processes over 10 billion documents annually for major organizations across various sectors, highlighting its significant impact and trusted solutions in document automation.

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AI fears have hit this data stock. Investor Sarat Sethi sees a buying opportunity

Investor Sarat Sethi views the recent sell-off in Verisk Analytics (VRSK) as a buying opportunity, despite market concerns about AI disruption and slowing growth. Sethi highlights Verisk's strong proprietary data advantage, recurring revenue, high profitability, and discounted valuation as key reasons for his bullish outlook. He believes the current slowdown is temporary and the company's unique position in the insurance industry makes it more resilient than perceived.

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New Mexico restaurants face authenticity debate as small business AI adoption speeds up - Albuquerque Business First

A new study by JPMorgan Chase reveals a rapid increase in AI adoption among small businesses, particularly in the restaurant industry. While AI helps with tasks like forecasting and inventory management, there's a growing debate about the authenticity of AI-generated marketing content and its potential to alienate local customers. The article highlights both the benefits and potential drawbacks as small businesses in New Mexico integrate AI into their operations.

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Trading Systems Reacting to (IRTC) Volatility

Irhythm Technologies Inc. (NASDAQ: IRTC) is showing weak near-term sentiment, potentially signaling a resumption of long-term weakness. The article details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—each with specific entry, target, and stop-loss zones. A mid-channel oscillation pattern is identified, with an exceptional 65.0:1 risk-reward setup targeting an 18.9% gain versus 0.3% risk.