The Financial Sector contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development.
|Last % Change||Market Cap||Market Weight||Weighting Recommendations|
|S&P Capital IQ||Ned Davis Research (PDF)|
Sector Commentary from Standard & Poor's
S&P Capital IQ recommends marketweighting the S&P 500 Financials sector. Year
to date through April 3, 2014, the S&P 500 Financials Index, which represented
16.4% of the S&P 500 Index, was up 2.6% in price, compared with a 2.2% gain
for the S&P 500. In 2013, this sector index rose 33.2%, versus a price advance
of 29.6% for the 500. There are 21 sub-industry indices in this sector. Diversified Banks is the largest, representing 31.9% of the sector's market
value, while Real Estate Services is the smallest, accounting for 0.3% of the sector.
|Sector Performance Against Benchmarks|
|Sector or Benchmark||1 Day||5 Days||1 Month||3 Month||YTD||1 Year||3 Year||5 Year|
|S&P 500 ® Index||0.14%||1.73%||1.29%||1.03%||0.89%||18.44%||41.31%||115.51%|
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Past performance is no guarantee of future results.