GICS sector

Financials stocks

The Financials sector includes banks, insurers, exchanges, asset managers, payment networks, consumer-finance companies, and capital-markets firms. Their filings often center on balance-sheet composition, credit exposure, interest rates, fee revenue, and capital requirements.

Financial company statements can differ from industrial company statements. Deposits, loans, insurance reserves, assets under management, regulatory capital, and fair-value marks may matter more than inventory or product gross margin.

Use the sector hub to locate covered issuers and source-backed company pages. Market-cap totals, index counts, and tables describe the current Aerarium Research universe and are not a rating or recommendation.

Aerarium Research covers 77 Financials companies (76 in the S&P 500, 1 in the Nasdaq-100) with a combined reported market cap of $8.19T, as of the latest available price records.

Source: Aerarium Research coverage universe, GICS-style sector mapping, latest available company prices, and public-company source pages.

77
covered
76
S&P 500
1
Nasdaq-100

What to inspect in Financials

Sector hubs keep the universe crawlable and connect the sector-level view to ticker-level evidence. Open a company page for financials, segment charts, ownership, KPIs, trading data, and filing-backed research.

Notable sub-industries

  • Diversified banks and regional banks
  • Insurance brokers, life insurers, and property-casualty insurers
  • Asset management and custody banks
  • Exchanges and capital markets infrastructure
  • Consumer finance and financial technology services
TickerCompanyMarket capIndex
BRK-BBerkshire Hathaway$1.05TSP500JPMJPMorgan Chase$833.64BSP500VVisa Inc.$607.99BSP500MAMastercard$429.11BSP500BACBank of America$380.41BSP500MSMorgan Stanley$334.67BSP500GSGoldman Sachs$308.28BSP500WFCWells Fargo$247.71BSP500CCitigroup$227.34BSP500AXPAmerican Express$213.13BSP500BLKBlackRock$161.94BSP500SCHWCharles Schwab Corporation$153.19BSP500IBKRInteractive Brokers$148.17BSP500BXBlackstone Inc.$139.58BSP500CBChubb Limited$124.88BSP500SPGIS&P Global$123.47BSP500PGRProgressive Corporation$116.85BSP500COFCapital One$112.37BSP500BNYBNY Mellon$97.38BSP500BKBNY Mellon$94.14BPNCPNC Financial Services$91.20BSP500CMECME Group$91.06BSP500KKRKKR & Co.$86.90BSP500USBU.S. Bancorp$85.84BSP500ICEIntercontinental Exchange$78.64BSP500MRSHMarsh McLennan$78.28BSP500MCOMoody's Corporation$77.52BSP500HOODRobinhood Markets$76.58BSP500APOApollo Global Management$73.53BSP500AONAon plc$69.61BSP500TRVTravelers Companies (The)$63.10BSP500TFCTruist Financial$60.83BSP500AFLAflac$58.66BSP500ALLAllstate$55.35BSP500AJGArthur J. Gallagher & Co.$54.59BSP500METMetLife$54.29BSP500NDAQNasdaq, Inc.$49.08BSP500FITBFifth Third Bancorp$47.09BSP500STTState Street Corporation$44.79BSP500MSCIMSCI Inc.$43.86BSP500COINCoinbase$42.71BSP500ARESAres Management$41.85BSP500XYZBlock, Inc.$41.61BSP500AMPAmeriprise Financial$40.40BSP500AIGAmerican International Group$39.27BSP500PYPLPayPal Holdings, Inc.$36.40BSP500, NASDAQ100PRUPrudential Financial$36.03BSP500HIGHartford (The)$34.98BSP500HBANHuntington Bancshares$33.43BSP500MTBM&T Bank$32.61BSP500ACGLArch Capital Group$31.31BSP500NTRSNorthern Trust$31.29BSP500CBOECboe Global Markets$29.32BSP500RJFRaymond James Financial$29.27BSP500FISVFISERV INC$28.11BSP500CFGCitizens Financial Group$27.22BSP500CINFCincinnati Financial$25.10BSP500WRBW. R. Berkley Corporation$24.85BSP500RFRegions Financial Corporation$24.39BSP500WTWWillis Towers Watson$24.38BSP500SYFSynchrony Financial$23.73BSP500KEYKeyCorp$23.62BSP500CPAYCorpay$22.80BSP500PFGPrincipal Financial Group$22.69BSP500TROWT. Rowe Price$22.59BSP500LLoews Corporation$21.81BSP500FISFidelity National Information Services$20.44BSP500BROBrown & Brown$19.66BSP500GPNGlobal Payments$17.65BSP500BENFranklin Resources$16.31BSP500EGEverest Group$13.10BSP500AIZAssurant$12.49BSP500IVZInvesco$12.21BSP500GLGlobe Life$12.20BSP500ERIEErie Indemnity$11.70BSP500JKHYJack Henry & Associates$8.98BSP500FDSFactSet$8.98BSP500

Research context

These explainers define the source documents and data surfaces used across this sector. They are educational context, not investment advice.

Financials sector FAQ

What kinds of companies are in Financials?

The sector includes banks, insurers, exchanges, asset managers, capital-markets firms, payment networks, and lenders. Their filings use different operating metrics, so issuer-level context matters more than a single sector average.

Why are interest rates common context for Financials?

Rates can affect loan yields, funding costs, investment portfolios, insurance discount rates, and capital-markets activity. Filings describe how each company is exposed, but the page does not forecast rate paths.

What should not be inferred from a financial sector page?

The hub does not assess credit quality, solvency, or valuation for any company. It points readers to public disclosures and market data that can be inspected alongside the company-specific source pages.

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