Market Trend -0.19% 10-Yr Bond

Market Trend +0.02% EUR/USD

Market Trend -0.29% VIX

Market Trend -0.32% FTSE 100

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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
WFF 12.2900 10.2400 499.5122%
BTBDW 0.0230 0.0000 0.0000%
PACHW 0.1600 0.0600 60.0000%
BBLGW 7.7000 1.1650 17.8271%
BAERW 0.0796 0.0312 64.4628%
Symbol Price Change %Change
MDCXW 0.2900 -0.0100 -3.3333%
SXTC 0.1487 -0.1953 -56.7733%
FUSEW 0.0275 0.0019 7.4219%
DKI 0.3424 -0.4033 -54.0834%
ASTLW 0.0018 -0.0022 -55.0000%
Symbol Price Change %Change
OFAL 0.5500 0.1383 33.5924%
ZBAO 0.0574 -0.0012 -2.0478%
T 22.1800 -2.3827 -9.7004%
WFF 12.2900 10.2400 499.5122%
OLB 0.4950 -0.0540 -9.8361%

Personal Finance News

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Apple Inc. $AAPL Shares Bought by Pointe Capital Management LLC

Pointe Capital Management LLC increased its stake in Apple Inc. by 6.7% in the second quarter, bringing its total holdings to 23,854 shares valued at $6.9 million. Institutional ownership of Apple remains high at 67.73%, with many firms initiating or expanding positions despite mixed signals regarding Apple's future, including potential AI growth, smart-home expansion, and concerns over iPhone demand and valuation. Analysts maintain a "Moderate Buy" consensus with an average price target of $340.02.

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West Family Investments Inc. Acquires 2,245 Shares of Apple Inc. $AAPL

West Family Investments Inc. increased its stake in Apple Inc. (NASDAQ:AAPL) by 5.3% in the second quarter, bringing its total holdings to 44,337 shares valued at $12.8 million. Institutional investors collectively own 67.73% of Apple, and analysts generally maintain a "Moderate Buy" rating with an average price target of $340.02. Apple recently reported strong quarterly earnings, exceeding revenue and EPS estimates, and also announced a quarterly dividend.

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Amazon.com, Inc. $AMZN Stock: Marotta Asset Management Decreases Stake

Marotta Asset Management significantly reduced its stake in Amazon.com, Inc. by 87.2% in the third quarter, selling 7,681 shares. Despite this, other institutional investors increased their positions, and institutions collectively own 72.2% of Amazon. The company reported strong quarterly results, exceeding analyst expectations for both revenue and EPS, and analysts generally maintain a "Moderate Buy" rating with an average price target of $322.86, citing potential growth in AWS and AI.

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Private Client Services LLC Buys 3,132 Shares of Amazon.com, Inc. $AMZN

Private Client Services LLC increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 22.2% in the third quarter, acquiring an additional 3,132 shares to bring its total holding to 17,268 shares valued at $4.3 million. Institutional investors now own 72.2% of Amazon's stock, while analysts maintain a "Moderate Buy" rating with an average price target of $322.86. Despite strong quarterly revenue and EPS, the company faces risks from heavy AI infrastructure spending, regulatory scrutiny, and insider stock sales.

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5,440,251 Shares in Apple Inc. $AAPL Bought by Nykredit A S

Nykredit A S has acquired over 5.4 million shares of Apple Inc. (AAPL) worth approximately $1.58 billion during the second quarter, making Apple its third-largest holding. Institutional investors own a significant portion of Apple, while company insiders have recently sold shares primarily to cover tax obligations. Despite recent strong earnings, concerns persist regarding iPhone demand, valuation, and potential margin pressure from higher memory costs.

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Apple Inc. $AAPL Shares Acquired by RFG Advisory LLC

RFG Advisory LLC increased its stake in Apple Inc. by 17.2% in the second quarter, acquiring an additional 35,403 shares, bringing its total holdings to 241,545 shares valued at $69.9 million. This makes Apple RFG Advisory's 10th largest holding. Institutional investors collectively own 67.73% of Apple's stock, while company insiders, including CEO Tim Cook, have sold shares primarily to cover tax obligations from equity awards.

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Apple Inc. $AAPL Holdings Raised by NewEdge Advisors LLC

NewEdge Advisors LLC increased its holdings in Apple Inc. by 3.5% during the second quarter, adding 117,022 shares to reach a total of 3.48 million shares valued at over $1 billion, making Apple its largest holding. Apple reported strong quarterly earnings, exceeding estimates with an EPS of $2.02 and revenue up 16.4% year-over-year, alongside declaring a $0.27 quarterly dividend. Despite positive analyst sentiment and potential AI upside, concerns persist regarding Apple's elevated valuation, potential margin pressure, and reports of softer iPhone demand.

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Amazon.com, Inc. $AMZN Stock: GoalVest Advisory LLC Raises Holdings

GoalVest Advisory LLC significantly increased its stake in Amazon.com, Inc. by 289.7% in the third quarter, acquiring 64,160 additional shares to hold a total of 86,308 shares valued at $21.5 million. Despite insider selling, analysts maintain a bullish outlook on Amazon, with a "Moderate Buy" rating and an average price target of $322.86, driven by growth in AWS and AI. However, risks include heavy AI investment costs and ongoing regulatory scrutiny.

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Apple Inc. $AAPL Shares Sold by XY Planning Network Inc.

XY Planning Network Inc. reduced its stake in Apple Inc. by 23% in the second quarter of 2026, selling 5,553 shares and retaining 18,613 shares valued at approximately $5.4 million. Despite this, institutional investors collectively own 67.73% of Apple, and Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $340.02. Recent insider sales were primarily due to tax-withholding obligations related to vested equity awards, not a negative outlook on the company.

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GAMMA Investing LLC Makes New Investment in NXP Semiconductors N.V. $NXPI

GAMMA Investing LLC has made a new investment in NXP Semiconductors N.V., purchasing 4,812 shares valued at approximately $1.14 million in the third quarter. Institutional investors now own 90.54% of NXPI, which recently reported strong quarterly earnings and revenue growth, exceeding analyst estimates. Despite a recent stock dip and a downgrade from Citi due to limited data-center exposure, analysts maintain a "Moderate Buy" rating with a consensus price target of $304.91, and the company continues to pay a quarterly dividend.