Financial Sector Stocks in the S&P 500 Index – Full Access

You now have full access to our detailed comparison of financial sector companies included in the S&P 500 index.

This table highlights leading players across asset management, banking, investment banking, insurance, and consumer finance – all critical pillars of the U.S. financial market.

Each company entry includes:

  • Ticker symbol for quick reference

  • Category (Banking, Insurance, Asset Management, etc.)

  • Latest Market Capitalization (USD)

  • Key Highlights on strengths and business focus

  • Direct trade links for quick investing access via top platforms

 Whether you’re evaluating blue-chip stability or growth opportunities, this list will help you compare and take action with confidence.

Company NameTickerCategoryMarket Cap (USD)Key HighlightTrade
Affiliated Managers Group, Inc. (AMG)AMGAsset Management$6.5BGlobal asset management holding companyTrade on eToro
Ameriprise Financial Services, Inc. (AMP)AMPAsset Management & Advisory$55.8BLeading wealth management and financial planningTrade on eToro
Bank of New York Mellon Corporation (The) (BK)BLKAsset Management$134.6BWorld's largest asset manager ($10+ trillion AUM)Trade on eToro
BlackRock, Inc. (BLK)BENAsset Management$12.8BGlobal investment management companyTrade on eToro
Franklin Resources, Inc. (BEN)IVZAsset Management$8.2BIndependent investment management companyTrade on eToro
Goldman Sachs Group, Inc. (The) (GS)TROWAsset Management$26.8BPremier growth-oriented investment firmTrade on eToro
Invesco Plc. (IVZ)GSInvestment Banking$157.4BPremier global investment bankTrade on eToro
Morgan Stanley (MS)MSInvestment Banking$183.6BLeading investment bank and wealth managementTrade on eToro
T Rowe Price Group, Inc. (TROW)BACCommercial Banking$347.7B2nd largest U.S. bank by assetsTrade on eToro
The Charles Schwab Corporation (SCHW)BKCustody & Investment Services$43.8BOldest bank in the U.S. (founded 1784)Trade on eToro
Bank of America Corporation (BAC)BBTCommercial BankingMerged with SunTrust (now Truist)Merged in 2019 to form Truist FinancialTrade on eToro
BB&T Corporation (BBT)CGlobal Banking$134.6BLeading global bank with presence in 100+ countriesTrade on eToro
Citigroup Inc. (C)CFGRegional Banking$20.4BMajor Northeast regional bankTrade on eToro
Citizens Financial Group, Inc. (CFG)CMARegional Banking$8.9BTexas-based commercial bankingTrade on eToro
Comerica Incorporated (CMA)FITBRegional Banking$27.4BMidwest regional banking leaderTrade on SoFi
Fifth Third Bancorp (FITB)HBANRegional Banking$24.8BMidwest regional bankTrade on SoFi
Huntington Bancshares Incorporated (HBAN)JPMGlobal Banking$676.0BLargest U.S. bank by assets and market capTrade on SoFi
J P Morgan Chase & Co (JPM)KEYRegional Banking$16.9BMajor regional bankTrade on SoFi
KeyCorp (KEY)MTBRegional Banking$33.2BNortheast regional bankingTrade on SoFi
M&T Bank Corporation (MTB)NTRSTrust & Custody Banking$19.8BLeading wealth management and custody servicesTrade on SoFi
Northern Trust Corporation (NTRS)PNCRegional Banking$74.6B5th largest bank in the U.S.Trade on SoFi
PNC Financial Services Group, Inc. (PNC)PBCTRegional BankingAcquired by M&T BankAcquired by M&T Bank in 2022Trade on SoFi
People’s United Financial, Inc. (PBCT)RFRegional Banking$23.6BSoutheast regional bankingTrade on SoFi
Regions Financial Corporation (RF)STTCustody & Investment Services$28.0BLeading institutional custody servicesTrade on SoFi
State Street Corporation (STT)STICommercial BankingMerged with BB&T (now Truist)Merged in 2019 to form Truist FinancialTrade on SoFi
SunTrust Banks, Inc. (STI)SIVBCommercial BankingFailed (March 2023)Failed in March 2023 - second-largest bank failure in US historyTrade on SoFi
SVB Financial Group (SIVB)USBCommercial Banking$71.2B4th largest commercial bank in the U.S.Trade on SoFi
U.S. Bancorp (USB)WFCCommercial Banking$224.1B3rd largest U.S. bank by assetsTrade on SoFi
Wells Fargo & Company (WFC)ZIONRegional Banking$8.6BWestern U.S. regional bankTrade on SoFi
Zions Bancorporation (ZION)SCHWBrokerage & Investment Services$134.6BLargest discount brokerage by client assetsTrade on SoFi
E*TRADE Financial Corporation (ETFC)ETFCOnline BrokerageAcquired by Morgan StanleyAcquired by Morgan Stanley in 2020Trade on SoFi
American Express Company (AXP)AXPCredit Cards & Travel Services$162.4BPremium credit card and travel services leaderTrade on SoFi
Capital One Financial Corporation (COF)COFCredit Cards & Banking$66.5BMajor credit card issuer and digital bankTrade on SoFi
Discover Financial Services (DFS)DFSCredit Cards & Digital Banking$42.4BCredit card network and digital bankingTrade on SoFi
Synchrony Financial (SYF)SYFConsumer Finance$25.7BLeading consumer finance companyTrade on SoFi
Berkshire Hathaway Inc. (BRK.B)BRK.BDiversified Financial/Insurance$802.8BWarren Buffett's conglomerate - largest financial services company by market capTrade on SoFi
Jefferies Financial Group Inc. (JEF)JEFInvestment Banking & Capital Markets$12.4BMid-market investment bankingTrade on SoFi
CBOE Holdings, Inc. (CBOE)CBOEFinancial Exchanges$21.2BOptions and futures exchange operatorTrade on SoFi
CME Group Inc. (CME)CMEFinancial Exchanges$86.9BWorld's largest derivatives exchangeTrade on SoFi
Intercontinental Exchange Inc. (ICE)ICEFinancial Exchanges$86.2BOperates NYSE and global commodity exchangesTrade on SoFi
The NASDAQ OMX Group, Inc. (NDAQ)NDAQFinancial Exchanges$43.8BSecond-largest stock exchange in the worldTrade on SoFi
IHS Markit Ltd. (INFO)INFOFinancial Data & AnalyticsMerged with S&P GlobalMerged with S&P Global in 2022Trade on SoFi
Moody’s Corporation (MCO)MCOCredit Ratings & Analytics$86.3BLeading credit rating agencyTrade on SoFi
MSCI Inc. (MSCI)MSCIInvestment Decision Support Tools$43.6BLeading provider of equity indexes and analyticsTrade on SoFi
S&P Global Inc. (SPGI)SPGIFinancial Data & Credit Ratings$158.5BLeading provider of credit ratings and market intelligenceTrade on SoFi
Aflac Incorporated (AFL)AFLSupplemental Insurance$56.6BLeading supplemental insurance providerTrade on Wise
Allstate Corporation (The) (ALL)ALLProperty & Casualty Insurance$50.8BMajor auto and home insurance providerTrade on Wise
American International Group, Inc. (AIG)AIGGeneral Insurance$55.6BGlobal insurance and financial servicesTrade on Wise
Aon Plc. (AON)AONInsurance Brokerage$78.7BGlobal professional services and insurance brokerageTrade on Wise
Arthur J. Gallagher & Co. (AJG)AJGInsurance Brokerage$64.4BInsurance brokerage and risk managementTrade on Wise
Assurant, Inc. (AIZ)AIZSpecialty Insurance$13.2BSpecialty insurance and extended warrantiesTrade on Wise
Chubb Limited (CB)CBProperty & Casualty Insurance$105.6BWorld's largest publicly traded P&C insurerTrade on Wise
Cincinnati Financial Corporation (CINF)CINFProperty & Casualty Insurance$21.5BRegional property and casualty insurerTrade on Wise
Everest Re Group, Ltd. (RE)REReinsurance$16.8BGlobal reinsurance and insuranceTrade on Wise
Hartford Financial Services Group, Inc. (The) (HIG)HIGProperty & Casualty Insurance$28.8BProperty, casualty, and group benefits insuranceTrade on Wise
Lincoln National Corporation (LNC)LNCLife Insurance & Annuities$14.2BLife insurance and retirement solutionsTrade on Wise
Loews Corporation (L)LDiversified Insurance Holding$19.8BDiversified holding company with insurance focusTrade on Wise
Marsh & McLennan Companies, Inc. (MMC)MMCInsurance Brokerage & Consulting$99.7BWorld's largest insurance brokerTrade on Wise
MetLife, Inc. (MET)METLife Insurance$64.7BLeading provider of life insurance and employee benefitsTrade on Wise
Principal Financial Group Inc. (PFG)PFGRetirement & Insurance Services$25.6BRetirement services and insuranceTrade on Wise
Progressive Corporation (The) (PGR)PGRAuto Insurance$134.6B3rd largest auto insurer in the U.S.Trade on Wise
Prudential Financial, Inc. (PRU)PRULife Insurance & Asset Management$55.8BLeading life insurance and asset managementTrade on Wise
Torchmark Corporation (TMK)TMKLife & Health Insurance$12.8BLife and supplemental health insuranceTrade on Wise
The Travelers Companies, Inc. (TRV)TRVProperty & Casualty Insurance$51.2BLeading property and casualty insurerTrade on Wise
Unum Group (UNM)UNMDisability & Life Insurance$13.4BLeading disability insurance providerTrade on Wise
Willis Towers Watson plc (WLTW)WLTWInsurance Brokerage & Advisory$77.2BGlobal advisory and insurance brokerageTrade on Wise
XL Group plc (XL)XLProperty & Casualty InsuranceAcquired by AXAAcquired by AXA in 2018Trade on Wise

How to Use This List

  • Explore each company’s highlights to identify leaders in their sector.

  • Compare market caps to understand relative size and influence.

  • Use the affiliate trade links to quickly invest with trusted platforms like eToro, SoFi, and Wise.

⚠️ Disclaimer: This content is for informational purposes only and should not be considered financial advice. Always do your own research or consult with a licensed advisor before making investment decisions.