S&P 500 Financials (^SP500-40) | Stock Overview & Key Data
S&P 500 Financials | Financial Services
S&P 500 Financials | Financial Services
S&P 500 Financials Performance Comparison
Stock Range
Today's Range
Low: $871.06
High: $883.42
on August 15, 2025
52 Week Range
Low: $562.29
High: $883.42
All-Time High: $873.70 on March 3, 2025
Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights
Key Statistics
Market Cap
N/A
EPS
N/A
P/E Ratio (TTM)
14.23
Forward P/E
12.91
P/B Ratio
2.54
PEG Ratio
2.28
Div. Yield
N/A
ROE
N/A
Beta
N/A
Debt to Equity
N/A
Financial Highlights
Profitability
Gross Margin
63.58%
Operating Margin
N/A
Profit Margin
17.94%
Returns and Earnings
Return on Assets (TTM)
N/A
Return on Equity (TTM)
N/A
EBITDA
$24.8B
Net Income (TTM)
$10.0B
Growth
Revenue (TTM)
Revenue Per Share (TTM)
N/A
Quarterly Revenue Growth (YoY)
N/A
Quarterly Earnings Growth (YoY)
N/A
Peer Performance Comparison
| Company | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|
| S&P 500 Financials ^SP500-40 | 1.16% | 1.34% | 2.30% | 0.49% | 8.54% | 19.93% | 50.21% | 116.11% |
| S&P Consumer Staples ^SP500-30 | -0.77% | 1.85% | 0.52% | 0.00% | 5.83% | 4.38% | 12.62% | 36.70% |
| S&P Communication ^SP500-50 | 2.13% | 7.84% | 16.21% | 9.32% | 16.68% | 33.97% | 103.80% | 100.29% |
| S&P Industrials ^SP500-20 | -0.25% | 0.23% | 5.74% | 8.44% | 14.41% | 18.46% | 52.42% | 97.29% |
| S&P Utilities ^SP500-55 | -0.83% | 4.11% | 5.56% | 7.08% | 11.79% | 14.96% | 10.19% | 44.29% |
| NYSE Composite ^NYA | 1.36% | 2.10% | 5.15% | 2.78% | 8.94% | 10.93% | 33.45% | 62.41% |
Top 10 Stocks Under Financial Services Sector by Market Cap
| Company | Market Cap ↓ | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway BRK.A | 1.03T Mega-cap | 2.75% | 1.74% | -5.51% | -1.07% | 6.18% | 7.51% | 60.40% | 130.53% |
| Berkshire Hathaway BRK.B | 1.03T Mega-cap | 2.54% | 1.50% | -5.94% | -1.16% | 5.79% | 7.35% | 60.52% | 130.05% |
| JPMorgan Chase JPM | 798.77B Mega-cap | 0.60% | 1.37% | 8.60% | 3.76% | 21.04% | 35.76% | 144.87% | 198.49% |
| Visa V | 670.79B Mega-cap | 2.28% | -0.73% | -4.92% | -3.44% | 9.56% | 28.83% | 61.86% | 68.75% |
| Mastercard MA | 525.86B Mega-cap | 1.28% | 5.69% | -0.09% | 2.30% | 11.35% | 24.06% | 64.19% | 72.56% |
| Bank of America BAC | 352.24B Mega-cap | 2.02% | 1.71% | 5.77% | 0.88% | 5.98% | 19.32% | 32.30% | 87.91% |
| Wells Fargo WFC | 254.61B Mega-cap | -0.96% | -2.23% | 2.00% | -4.56% | 9.84% | 39.35% | 70.01% | 226.14% |
| Morgan Stanley MS | 230.88B Mega-cap | 1.01% | 2.15% | 9.15% | 2.79% | 15.91% | 42.58% | 60.68% | 183.03% |
| Goldman Sachs GS | 221.20B Mega-cap | 1.31% | 4.02% | 18.64% | 8.71% | 27.09% | 44.91% | 109.21% | 260.97% |
| American Express AXP | 212.57B Mega-cap | 2.70% | -1.67% | 1.98% | -2.36% | 2.36% | 21.36% | 88.28% | 217.70% |
Top 10 Stocks Under Financial Services Sector by Returns
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y ▼ | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Robinhood Markets HOOD | 101.46B Large-cap | -0.40% | 14.70% | 88.15% | 88.90% | 189.48% | 471.42% | 1,132.94% | 224.81% |
| Sezzle SEZL | 3.13B Mid-cap | 0.39% | -31.09% | 1.96% | 58.40% | -66.32% | 345.11% | 13.31% | 13.31% |
| SoFi Technologies SOFI | 28.51B Large-cap | 7.56% | 13.41% | 75.17% | 41.24% | 68.22% | 239.57% | 275.51% | 26.84% |
| Lemonade LMND | 4.24B Mid-cap | 17.13% | 47.44% | 83.35% | 49.05% | 57.65% | 239.07% | 127.39% | -4.70% |
| Iren IREN | 4.76B Mid-cap | 6.72% | 16.65% | 154.06% | 51.81% | 88.24% | 147.05% | 289.90% | -20.60% |
| Deutsche Bank AG DB | 70.42B Large-cap | 0.83% | 24.23% | 29.51% | 74.59% | 113.05% | 135.87% | 328.60% | 298.26% |
| Terawulf WULF | 3.41B Mid-cap | 78.33% | 84.19% | 154.83% | 90.45% | 64.29% | 122.58% | 536.17% | 164.60% |
| Mr. Cooper COOP | 12.24B Large-cap | 7.84% | 33.48% | 47.46% | 77.63% | 103.48% | 112.19% | 326.18% | 1,014.63% |
| Interactive Brokers IBKR | 107.62B Large-cap | -3.94% | 6.17% | 22.34% | 7.52% | 38.78% | 109.50% | 304.02% | 391.54% |
| Freedom Holding FRHC | 10.52B Large-cap | -3.59% | 10.44% | 0.96% | 9.80% | 29.00% | 102.37% | 203.42% | 670.81% |
S&P 500 Financials Recurring Investment / Dollar-Cost Averaging Calculator
Calculate how a regular investment in S&P 500 Financials would have performed over time.
Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.
Frequently Asked Questions
- How is the S&P 500 Financials currently performing?
- As of the last update (August 15, 2025), the S&P 500 Financials closed at $871.30, with a daily change of -1.12%.
- What is the 52-week range for the ^SP500-40 index?
- Over the past 52 weeks, the S&P 500 Financials has fluctuated between a low of $562.29 (on N/A) and a high of $883.42 (on N/A).
- What are the recent historical returns for the ^SP500-40 index?
- The S&P 500 Financials has shown the following returns: 1-Week: 1.16%. 1-Month: 1.34%. YTD: 8.54%. 1-Year: 19.93%.
- How does the ^SP500-40 compare to other similar indices?
- The "Performance Comparison" chart on this page shows how the S&P 500 Financials has performed relative to two peer indices. You can adjust the time period (1M, 3M, 6M, 1Y, 3Y) to analyze different trend comparisons.
For more common questions about our data, please visit our About Data page.
Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.