Financials
Every financials name we track, ranked by trailing one-year return. The sector averaged +22.2% over the year at 45.5% volatility, with 37 of 76 trading above their own 200-day average.
As of 2026-10-05
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 | BNY BNY Mellon | Asset Management & Custody Banks | +1463.9% | -5.6% | 1262.6% | -12.8% | +87.0% |
| 2 | STT State Street Corporation | Asset Management & Custody Banks | +56.9% | -1.5% | 25.0% | -11.8% | +14.9% |
| 3 | BEN Franklin Resources | Asset Management & Custody Banks | +50.8% | -3.3% | 28.0% | -19.2% | +13.5% |
| 4 | CPAY Corpay | Transaction & Payment Processing Services | +40.0% | +12.5% | 36.8% | -20.2% | +15.7% |
| 5 | PFG Principal Financial Group | Life & Health Insurance | +36.4% | -0.9% | 22.9% | -12.0% | +10.6% |
| 6 | C Citigroup | Diversified Banks | +34.9% | -8.2% | 29.3% | -14.8% | +2.7% |
| 7 | IVZ Invesco | Asset Management & Custody Banks | +33.3% | +12.1% | 34.2% | -22.0% | +10.7% |
| 8 | NTRS Northern Trust | Asset Management & Custody Banks | +30.8% | -5.5% | 25.0% | -12.4% | +5.6% |
| 9 | TRV Travelers Companies (The) | Property & Casualty Insurance | +30.8% | +5.3% | 20.9% | -9.9% | +13.3% |
| 10 | IBKR Interactive Brokers | Investment Banking & Brokerage | +26.0% | -5.8% | 39.4% | -18.7% | +9.5% |
| 11 | MS Morgan Stanley | Investment Banking & Brokerage | +25.3% | -13.9% | 28.5% | -18.8% | -1.2% |
| 12 | CFG Citizens Financial Group | Regional Banks | +25.1% | -9.8% | 26.9% | -18.3% | -0.4% |
| 13 | USB U.S. Bancorp | Diversified Banks | +24.2% | -8.1% | 22.4% | -16.2% | +1.1% |
| 14 | AIZ Assurant | Multi-line Insurance | +23.8% | -4.6% | 22.3% | -12.9% | +6.9% |
| 15 | MET MetLife | Life & Health Insurance | +22.6% | +6.3% | 23.7% | -17.5% | +16.6% |
| 16 | GL Globe Life | Life & Health Insurance | +20.2% | -5.9% | 19.9% | -11.0% | +5.8% |
| 17 | CB Chubb Limited | Property & Casualty Insurance | +18.9% | -7.7% | 19.6% | -10.3% | +0.7% |
| 18 | FITB Fifth Third Bancorp | Regional Banks | +18.8% | -11.6% | 26.5% | -21.2% | -0.2% |
| 19 | PRU Prudential Financial | Life & Health Insurance | +17.3% | -0.6% | 22.5% | -21.4% | +6.5% |
| 20 | GS Goldman Sachs | Investment Banking & Brokerage | +16.9% | -13.9% | 32.2% | -22.1% | -6.2% |
| 21 | CBOE Cboe Global Markets | Financial Exchanges & Data | +16.1% | +7.6% | 34.6% | -36.7% | -3.0% |
| 22 | PNC PNC Financial Services | Diversified Banks | +14.9% | -12.6% | 21.9% | -17.2% | -2.5% |
| 23 | MTB M&T Bank | Regional Banks | +14.8% | -8.4% | 21.8% | -17.0% | -1.5% |
| 24 | KEY KeyCorp | Regional Banks | +13.9% | -12.8% | 23.9% | -17.7% | -5.1% |
| 25 | JPM JPMorgan Chase | Diversified Banks | +10.2% | -2.0% | 22.5% | -15.5% | +3.8% |
| 26 | BAC Bank of America | Diversified Banks | +9.3% | -9.3% | 22.2% | -17.9% | -1.5% |
| 27 | ALL Allstate | Property & Casualty Insurance | +9.1% | -10.3% | 25.2% | -19.0% | +0.7% |
| 28 | V Visa Inc. | Transaction & Payment Processing Services | +7.7% | +5.2% | 22.1% | -17.2% | +9.8% |
| 29 | TROW T. Rowe Price | Asset Management & Custody Banks | +7.7% | -12.4% | 24.2% | -19.7% | +2.3% |
| 30 | RF Regions Financial Corporation | Regional Banks | +7.6% | -10.6% | 24.3% | -18.4% | -4.1% |
| 31 | EG Everest Group | Reinsurance | +7.1% | -1.2% | 24.0% | -16.4% | +6.3% |
| 32 | SCHW Charles Schwab Corporation | Investment Banking & Brokerage | +7.0% | -3.6% | 25.1% | -19.8% | +0.1% |
| 33 | NDAQ Nasdaq, Inc. | Financial Exchanges & Data | +7.0% | +7.0% | 27.7% | -23.4% | +2.3% |
| 34 | TFC Truist Financial | Diversified Banks | +6.6% | -8.9% | 24.4% | -20.7% | -5.5% |
| 35 | ACGL Arch Capital Group | Property & Casualty Insurance | +5.9% | -8.3% | 20.8% | -14.1% | -2.1% |
| 36 | CME CME Group | Financial Exchanges & Data | +5.7% | +12.7% | 24.1% | -31.1% | -1.6% |
| 37 | L Loews Corporation | Multi-line Insurance | +4.2% | -9.6% | 16.1% | -12.5% | -3.0% |
| 38 | SYF Synchrony Financial | Consumer Finance | +4.0% | -4.4% | 31.7% | -27.6% | -3.1% |
| 39 | AFL Aflac | Life & Health Insurance | +3.8% | -7.0% | 17.0% | -13.7% | -1.5% |
| 40 | WFC Wells Fargo | Diversified Banks | +3.4% | -6.0% | 26.6% | -23.0% | -3.0% |
| 41 | CINF Cincinnati Financial | Property & Casualty Insurance | +3.3% | -13.7% | 20.7% | -16.5% | -2.1% |
| 42 | AMP Ameriprise Financial | Asset Management & Custody Banks | +2.2% | -2.2% | 26.0% | -20.9% | +0.8% |
| 43 | BRK-B Berkshire Hathaway | Multi-Sector Holdings | +1.7% | +0.1% | 14.6% | -9.4% | +2.3% |
| 44 | JKHY Jack Henry & Associates | Transaction & Payment Processing Services | +0.7% | -0.7% | 29.1% | -35.4% | -7.2% |
| 45 | MSCI MSCI | Financial Exchanges & Data | -0.1% | -8.8% | 30.0% | -18.1% | -3.0% |
| 46 | FDS FactSet | Financial Exchanges & Data | -0.2% | +7.4% | 47.2% | -36.0% | +11.8% |
| 47 | XYZ Block, Inc. | Transaction & Payment Processing Services | -0.8% | -1.7% | 46.7% | -39.5% | +8.6% |
| 48 | MA Mastercard | Transaction & Payment Processing Services | -1.6% | +6.4% | 22.5% | -18.5% | +6.3% |
| 49 | RJF Raymond James Financial | Investment Banking & Brokerage | -2.0% | -3.7% | 25.0% | -18.9% | +0.7% |
| 50 | AIG American International Group | Multi-line Insurance | -3.3% | -6.7% | 24.3% | -17.0% | -1.3% |
| 51 | HIG Hartford (The) | Property & Casualty Insurance | -3.3% | -9.2% | 19.9% | -15.6% | -6.4% |
| 52 | GPN Global Payments | Transaction & Payment Processing Services | -3.7% | +6.2% | 40.7% | -29.0% | +8.1% |
| 53 | ICE Intercontinental Exchange | Financial Exchanges & Data | -4.2% | +11.9% | 25.0% | -29.3% | -1.2% |
| 54 | WRB W. R. Berkley Corporation | Property & Casualty Insurance | -5.8% | -2.3% | 22.2% | -17.6% | +2.0% |
| 55 | BLK BlackRock | Asset Management & Custody Banks | -6.1% | +6.2% | 27.3% | -22.4% | +1.5% |
| 56 | MCO Moody's Corporation | Financial Exchanges & Data | -6.2% | -10.3% | 27.9% | -23.6% | -4.5% |
| 57 | HBAN Huntington Bancshares | Regional Banks | -6.8% | -14.3% | 27.1% | -21.2% | -7.9% |
| 58 | PGR Progressive Corporation | Property & Casualty Insurance | -7.0% | -9.2% | 26.8% | -17.5% | +2.1% |
| 59 | MRSH Marsh McLennan | Insurance Brokers | -7.0% | +14.6% | 26.0% | -24.4% | +7.7% |
| 60 | AXP American Express | Consumer Finance | -7.0% | -13.0% | 26.7% | -23.9% | -8.1% |
| 61 | COF Capital One | Consumer Finance | -7.3% | -3.5% | 31.9% | -31.5% | -4.4% |
| 62 | APO Apollo Global Management | Asset Management & Custody Banks | -7.8% | -2.9% | 36.6% | -34.0% | -8.2% |
| 63 | WTW Willis Towers Watson | Insurance Brokers | -15.6% | -1.6% | 30.4% | -30.4% | -2.8% |
| 64 | SPGI S&P Global | Financial Exchanges & Data | -17.3% | -11.6% | 29.8% | -28.8% | -10.8% |
| 65 | ARES Ares Management | Asset Management & Custody Banks | -19.0% | -1.9% | 43.8% | -45.5% | -7.7% |
| 66 | PYPL PayPal | Transaction & Payment Processing Services | -20.2% | +19.5% | 44.0% | -48.5% | +8.9% |
| 67 | HOOD Robinhood Markets | Investment Banking & Brokerage | -21.7% | +1.1% | 71.7% | -57.3% | +21.0% |
| 68 | AON Aon plc | Insurance Brokers | -23.9% | -24.2% | 27.8% | -29.2% | -17.6% |
| 69 | AJG Arthur J. Gallagher & Co. | Insurance Brokers | -25.5% | -10.5% | 31.5% | -37.8% | -1.9% |
| 70 | KKR KKR & Co. | Asset Management & Custody Banks | -27.3% | -5.3% | 38.3% | -41.1% | -12.2% |
| 71 | ERIE Erie Indemnity | Insurance Brokers | -27.6% | -13.0% | 37.5% | -36.5% | -9.7% |
| 72 | BX Blackstone Inc. | Asset Management & Custody Banks | -30.2% | -6.7% | 36.7% | -38.1% | -11.6% |
| 73 | BRO Brown & Brown | Insurance Brokers | -34.2% | -11.8% | 31.4% | -42.9% | -9.8% |
| 74 | FIS Fidelity National Information Services | Transaction & Payment Processing Services | -47.5% | -20.3% | 33.3% | -50.9% | -26.4% |
| 75 | COIN Coinbase | Financial Exchanges & Data | -49.4% | +15.1% | 72.1% | -63.6% | +1.7% |
| 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.