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: $855.76
High: $863.47
on August 8, 2025
52 Week Range
Low: $562.29
High: $863.47
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 | 0.71% | -0.87% | 3.99% | 0.82% | 7.30% | 22.37% | 45.93% | 106.36% |
| S&P Consumer Staples ^SP500-30 | 3.11% | 1.10% | 1.10% | 1.84% | 6.65% | 6.87% | 15.69% | 38.02% |
| S&P Communication ^SP500-50 | 3.30% | 5.97% | 19.70% | 7.17% | 14.24% | 32.49% | 93.01% | 99.51% |
| S&P Industrials ^SP500-20 | 0.62% | 1.18% | 10.84% | 8.73% | 14.70% | 21.28% | 51.21% | 94.83% |
| S&P Utilities ^SP500-55 | 0.35% | 6.12% | 7.53% | 8.97% | 12.72% | 17.04% | 12.48% | 43.02% |
| NYSE Composite ^NYA | 1.27% | -0.09% | 6.27% | 2.02% | 7.48% | 12.36% | 29.86% | 59.07% |
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 | 1.01T Mega-cap | -1.89% | -2.41% | -9.23% | -1.12% | 3.34% | 7.80% | 54.19% | 120.71% |
| Berkshire Hathaway BRK.B | 1.01T Mega-cap | -1.57% | -2.53% | -9.32% | -1.01% | 3.17% | 7.84% | 54.37% | 120.66% |
| JPMorgan Chase JPM | 801.14B Mega-cap | -0.21% | 2.11% | 13.92% | 6.54% | 20.32% | 40.31% | 136.44% | 181.96% |
| Visa V | 664.09B Mega-cap | -0.76% | -5.01% | -4.13% | -4.11% | 7.12% | 29.65% | 59.36% | 71.27% |
| Mastercard MA | 514.50B Mega-cap | 2.58% | 2.11% | 1.27% | 1.56% | 9.94% | 25.75% | 62.14% | 75.77% |
| Bank of America BAC | 336.42B Mega-cap | 0.77% | -2.42% | 10.60% | -1.41% | 3.88% | 20.27% | 26.83% | 73.93% |
| Wells Fargo WFC | 249.84B Mega-cap | 0.09% | -4.58% | 6.19% | -1.58% | 10.91% | 47.55% | 69.46% | 207.71% |
| Morgan Stanley MS | 224.22B Mega-cap | 2.94% | 1.45% | 17.48% | 4.27% | 14.75% | 51.16% | 56.21% | 173.77% |
| Goldman Sachs GS | 219.39B Mega-cap | 1.65% | 3.44% | 27.50% | 10.87% | 25.44% | 47.12% | 103.85% | 246.81% |
| American Express AXP | 205.66B Mega-cap | 1.07% | -6.17% | 4.85% | -4.14% | -0.34% | 25.05% | 79.35% | 196.22% |
Top 10 Stocks Under Financial Services Sector by Returns
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y ▼ | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Robinhood Markets HOOD | 99.91B Large-cap | 14.74% | 25.59% | 112.00% | 103.71% | 190.64% | 539.68% | 948.76% | 226.12% |
| Sezzle SEZL | 5.23B Mid-cap | -36.45% | -44.25% | 22.05% | 97.82% | -66.45% | 371.70% | 12.86% | 12.86% |
| SoFi Technologies SOFI | 26.09B Large-cap | 4.10% | 10.78% | 66.67% | 46.07% | 56.40% | 232.83% | 188.89% | 17.93% |
| Lemonade LMND | 3.77B Mid-cap | 34.56% | 17.43% | 56.89% | 29.65% | 34.60% | 220.55% | 52.97% | -22.52% |
| Deutsche Bank AG DB | 66.90B Large-cap | 11.47% | 23.33% | 35.75% | 89.45% | 111.31% | 149.62% | 287.09% | 280.99% |
| Iren IREN | 4.46B Mid-cap | 19.81% | 9.24% | 167.78% | 43.47% | 76.39% | 145.67% | 210.08% | -25.60% |
| Interactive Brokers IBKR | 111.96B Large-cap | 3.62% | 16.41% | 42.91% | 16.55% | 44.48% | 126.18% | 304.36% | 405.44% |
| Mr. Cooper COOP | 12.21B Large-cap | 1.77% | 21.02% | 49.05% | 66.45% | 88.67% | 103.77% | 279.71% | 871.21% |
| Freedom Holding FRHC | 10.91B Large-cap | -2.13% | 24.78% | 14.53% | 11.89% | 33.80% | 102.83% | 208.19% | 746.58% |
| Upstart Holdings UPST | 7.86B Mid-cap | -13.20% | -9.61% | 43.46% | -3.07% | 13.09% | 89.68% | 97.81% | 55.95% |
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 8, 2025), the S&P 500 Financials closed at $861.34, with a daily change of 0.91%.
- 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 $863.47 (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: 0.71%. 1-Month: -0.87%. YTD: 7.30%. 1-Year: 22.37%.
- 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.