Financials
Every financials name we track, ranked by trailing one-year return. The sector averaged +12.2% over the year at 28.8% volatility, with 67 of 76 trading above their own 200-day average.
As of 2026-08-19
Asset Management & Custody BanksConsumer FinanceDiversified BanksFinancial Exchanges & DataInsurance BrokersInvestment Banking & BrokerageLife & Health InsuranceMulti-Sector HoldingsMulti-line InsuranceProperty & Casualty InsuranceRegional BanksReinsuranceTransaction & Payment Processing Services
| # | Symbol | Sub-industry | 1Y | 3M | Vol | Max DD | vs 200d |
|---|---|---|---|---|---|---|---|
| 1 | STT State Street Corporation | Asset Management & Custody Banks | +71.4% | +23.8% | 24.6% | -11.8% | +29.6% |
| 2 | BNY BNY Mellon | Asset Management & Custody Banks | +59.8% | +17.7% | 21.1% | -10.1% | +24.0% |
| 3 | IVZ Invesco | Asset Management & Custody Banks | +58.3% | +22.5% | 33.7% | -22.0% | +22.4% |
| 4 | MS Morgan Stanley | Investment Banking & Brokerage | +51.3% | +13.6% | 27.7% | -18.8% | +15.1% |
| 5 | CFG Citizens Financial Group | Regional Banks | +51.0% | +16.4% | 26.7% | -18.3% | +14.1% |
| 6 | NTRS Northern Trust | Asset Management & Custody Banks | +49.2% | +12.9% | 24.5% | -12.4% | +20.3% |
| 7 | PFG Principal Financial Group | Life & Health Insurance | +49.0% | +11.3% | 21.9% | -12.0% | +16.1% |
| 8 | C Citigroup | Diversified Banks | +44.0% | +11.3% | 29.2% | -14.8% | +10.6% |
| 9 | IBKR Interactive Brokers | Investment Banking & Brokerage | +42.9% | +8.6% | 38.6% | -18.7% | +17.0% |
| 10 | BEN Franklin Resources | Asset Management & Custody Banks | +42.8% | +11.5% | 28.0% | -19.2% | +24.1% |
| 11 | GS Goldman Sachs | Investment Banking & Brokerage | +42.6% | +10.5% | 31.4% | -19.4% | +10.0% |
| 12 | USB U.S. Bancorp | Diversified Banks | +41.7% | +18.9% | 22.4% | -16.2% | +14.1% |
| 13 | TRV Travelers Companies (The) | Property & Casualty Insurance | +38.9% | +19.1% | 20.9% | -8.8% | +18.5% |
| 14 | AIZ Assurant | Multi-line Insurance | +35.1% | +8.9% | 22.3% | -12.6% | +15.5% |
| 15 | BAC Bank of America | Diversified Banks | +34.7% | +25.2% | 21.2% | -17.9% | +17.0% |
| 16 | FITB Fifth Third Bancorp | Regional Banks | +32.9% | +16.3% | 26.4% | -21.2% | +10.8% |
| 17 | PNC PNC Financial Services | Diversified Banks | +32.6% | +16.5% | 21.8% | -17.2% | +12.9% |
| 18 | MTB M&T Bank | Regional Banks | +32.1% | +19.2% | 21.6% | -17.0% | +13.3% |
| 19 | CPAY Corpay | Transaction & Payment Processing Services | +28.6% | +18.6% | 37.3% | -23.0% | +23.8% |
| 20 | ALL Allstate | Property & Casualty Insurance | +27.9% | +16.3% | 24.9% | -11.5% | +19.7% |
| 21 | GL Globe Life | Life & Health Insurance | +27.1% | +14.6% | 20.1% | -10.9% | +13.5% |
| 22 | KEY KeyCorp | Regional Banks | +26.7% | +6.7% | 23.7% | -17.8% | +5.6% |
| 23 | MET MetLife | Life & Health Insurance | +25.8% | +18.0% | 23.5% | -17.5% | +19.1% |
| 24 | CB Chubb Limited | Property & Casualty Insurance | +25.7% | +3.6% | 19.4% | -9.4% | +5.9% |
| 25 | JPM JPMorgan Chase | Diversified Banks | +24.9% | +21.4% | 22.3% | -15.5% | +14.0% |
| 26 | RF Regions Financial Corporation | Regional Banks | +23.8% | +15.1% | 24.1% | -18.4% | +10.0% |
| 27 | PRU Prudential Financial | Life & Health Insurance | +20.9% | +22.5% | 22.4% | -21.5% | +15.8% |
| 28 | TFC Truist Financial | Diversified Banks | +19.9% | +10.1% | 24.1% | -20.7% | +5.5% |
| 29 | L Loews Corporation | Multi-line Insurance | +17.8% | +3.1% | 16.2% | -8.0% | +2.7% |
| 30 | SCHW Charles Schwab Corporation | Investment Banking & Brokerage | +16.8% | +21.1% | 24.9% | -19.8% | +15.6% |
| 31 | CINF Cincinnati Financial | Property & Casualty Insurance | +15.0% | +0.9% | 20.9% | -12.3% | +1.9% |
| 32 | CBOE Cboe Global Markets | Financial Exchanges & Data | +14.7% | -22.5% | 32.5% | -36.7% | -0.3% |
| 33 | WFC Wells Fargo | Diversified Banks | +13.4% | +15.9% | 26.3% | -23.0% | +2.3% |
| 34 | SYF Synchrony Financial | Consumer Finance | +13.2% | +12.5% | 31.2% | -27.6% | +7.4% |
| 35 | AFL Aflac | Life & Health Insurance | +12.5% | -1.1% | 17.2% | -10.1% | +2.5% |
| 36 | AMP Ameriprise Financial | Asset Management & Custody Banks | +12.2% | +21.1% | 25.3% | -20.9% | +16.9% |
| 37 | AXP American Express | Consumer Finance | +11.9% | +10.2% | 26.9% | -23.9% | +0.7% |
| 38 | EG Everest Group | Reinsurance | +11.0% | +2.5% | 24.3% | -16.4% | +8.0% |
| 39 | TROW T. Rowe Price | Asset Management & Custody Banks | +10.7% | +11.7% | 25.1% | -19.8% | +10.8% |
| 40 | RJF Raymond James Financial | Investment Banking & Brokerage | +9.7% | +18.2% | 24.9% | -19.6% | +12.3% |
| 41 | ACGL Arch Capital Group | Property & Casualty Insurance | +9.1% | +2.2% | 21.1% | -14.1% | +3.2% |
| 42 | HIG Hartford (The) | Property & Casualty Insurance | +7.8% | +2.3% | 19.3% | -11.5% | +1.9% |
| 43 | GPN Global Payments | Transaction & Payment Processing Services | +7.6% | +35.5% | 40.5% | -30.0% | +23.4% |
| 44 | V Visa Inc. | Transaction & Payment Processing Services | +7.5% | +11.0% | 21.9% | -17.2% | +10.7% |
| 45 | HBAN Huntington Bancshares | Regional Banks | +6.8% | +12.1% | 26.6% | -21.3% | +2.9% |
| 46 | XYZ Block, Inc. | Transaction & Payment Processing Services | +6.8% | +14.6% | 46.9% | -39.5% | +19.2% |
| 47 | BRK-B Berkshire Hathaway | Multi-Sector Holdings | +4.4% | +4.0% | 14.7% | -9.4% | +1.6% |
| 48 | BLK BlackRock | Asset Management & Custody Banks | +4.1% | +12.5% | 26.9% | -22.5% | +10.7% |
| 49 | COF Capital One | Consumer Finance | +3.7% | +21.7% | 32.0% | -31.5% | +7.2% |
| 50 | NDAQ Nasdaq, Inc. | Financial Exchanges & Data | +3.4% | +5.1% | 27.4% | -23.4% | +7.9% |
| 51 | MSCI MSCI | Financial Exchanges & Data | +3.2% | -1.8% | 30.4% | -18.1% | -0.7% |
| 52 | WTW Willis Towers Watson | Insurance Brokers | +3.1% | +32.4% | 29.7% | -30.4% | +12.8% |
| 53 | JKHY Jack Henry & Associates | Transaction & Payment Processing Services | +2.9% | +16.6% | 28.0% | -35.4% | +2.8% |
| 54 | CME CME Group | Financial Exchanges & Data | +2.6% | -11.3% | 23.4% | -31.1% | -2.7% |
| 55 | WRB W. R. Berkley Corporation | Property & Casualty Insurance | +1.5% | +2.5% | 22.3% | -17.6% | +1.0% |
| 56 | MA Mastercard | Transaction & Payment Processing Services | -1.2% | +15.0% | 22.3% | -20.9% | +8.9% |
| 57 | MCO Moody's Corporation | Financial Exchanges & Data | -1.5% | +14.6% | 28.0% | -23.6% | +5.8% |
| 58 | APO Apollo Global Management | Asset Management & Custody Banks | -3.0% | +1.9% | 36.8% | -34.0% | +5.3% |
| 59 | AIG American International Group | Multi-line Insurance | -3.6% | -1.7% | 24.2% | -17.0% | -1.4% |
| 60 | AON Aon plc | Insurance Brokers | -4.2% | +7.9% | 25.3% | -17.6% | +3.6% |
| 61 | PGR Progressive Corporation | Property & Casualty Insurance | -6.4% | +7.1% | 26.2% | -19.8% | +4.8% |
| 62 | MRSH Marsh McLennan | Insurance Brokers | -7.0% | +14.6% | 26.0% | -24.4% | +7.7% |
| 63 | ICE Intercontinental Exchange | Financial Exchanges & Data | -10.5% | +2.4% | 24.5% | -31.3% | +2.3% |
| 64 | BX Blackstone Inc. | Asset Management & Custody Banks | -10.8% | +28.3% | 36.5% | -44.8% | +13.0% |
| 65 | PYPL PayPal | Transaction & Payment Processing Services | -11.1% | +40.2% | 41.8% | -48.5% | +19.4% |
| 66 | AJG Arthur J. Gallagher & Co. | Insurance Brokers | -11.6% | +27.0% | 30.2% | -37.8% | +10.9% |
| 67 | HOOD Robinhood Markets | Investment Banking & Brokerage | -16.7% | +29.1% | 70.2% | -57.3% | -0.8% |
| 68 | SPGI S&P Global | Financial Exchanges & Data | -17.5% | +10.1% | 30.7% | -29.6% | -0.9% |
| 69 | FDS FactSet | Financial Exchanges & Data | -18.3% | +35.0% | 47.0% | -50.6% | +21.2% |
| 70 | ARES Ares Management | Asset Management & Custody Banks | -21.0% | +16.8% | 44.3% | -48.4% | +8.6% |
| 71 | KKR KKR & Co. | Asset Management & Custody Banks | -21.2% | +19.1% | 38.7% | -43.6% | +4.3% |
| 72 | BRO Brown & Brown | Insurance Brokers | -24.0% | +23.4% | 30.3% | -43.5% | +2.9% |
| 73 | ERIE Erie Indemnity | Insurance Brokers | -24.1% | +20.5% | 37.4% | -42.6% | +5.5% |
| 74 | FIS Fidelity National Information Services | Transaction & Payment Processing Services | -39.8% | -5.5% | 32.3% | -45.7% | -19.1% |
| 75 | COIN Coinbase | Financial Exchanges & Data | -50.1% | -17.2% | 68.5% | -63.6% | -19.9% |
| 76 | FISV Fiserv | Transaction & Payment Processing Services | -61.9% | -7.0% | 57.2% | -66.3% | -11.7% |
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Ordered by trailing one-year return, not by any judgement of quality or value. Computed from daily adjusted closes; contains no fundamental data. Not investment advice.