Sector · Financial Services
Financial Services flow & holdings
Aggregated institutional positions, insider trades, and U.S. Congress disclosures across 502 tickers.
Tickers
502
Combined value
$960.11B
Insider net (30d)
−$144.9M
Congress trades (30d)
11
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest financial services books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $282.99B |
| 2 | Norges Bank Norway SWF | $111.97B |
| 3 | Warren Buffett Berkshire Hathaway | $105.40B |
| 4 | T. Rowe Price | $97.97B |
| 5 | Wellington Management | $78.67B |
| 6 | Ken Fisher Fisher Asset Mgmt | $51.57B |
| 7 | Dodge & Cox | $27.74B |
| 8 | AQR Capital Management | $23.39B |
| 9 | Chris Hohn TCI Fund Mgmt | $22.68B |
| 10 | Bill Nygren Harris / Oakmark | $20.63B |
| 11 | Ken Griffin Citadel Advisors | $16.43B |
| 12 | Izzy Englander Millennium Mgmt | $13.81B |
Financial Services valuation
Per-ticker scatter · medians from 4 covered tickers
P/E TTM
3 tickers
14.7×
median multiple
12.3×Financial Services cohort29.2×
P/S TTM
3 tickers
2.9×
median multiple
2.2×Financial Services cohort14.8×
P/B TTM
3 tickers
2.4×
median multiple
1.3×Financial Services cohort15.6×
Gross margin
3 tickers
63.2%
median TTM
60.9%Financial Services cohort81.1%
Operating margin
3 tickers
26.2%
median TTM
22.9%Financial Services cohort59.2%
ROE
3 tickers
16.3%
median TTM
10.5%Financial Services cohort54.2%
ROIC
3 tickers
4.6%
median TTM
3.0%Financial Services cohort30.8%
Industries in Financial Services
All industries →Banks - Regional
244 tickers$248.29B
Credit Services
37 tickers$186.53B
Asset Management
56 tickers$145.20B
Banks - Diversified
17 tickers$142.89B
Capital Markets
39 tickers$78.78B
Financial Data & Stock Exchanges
11 tickers$72.07B
Insurance - Property & Casualty
40 tickers$22.03B
Mortgage Finance
8 tickers$21.05B
Insurance - Life
15 tickers$14.10B
Insurance Brokers
11 tickers$13.44B
Insurance - Diversified
4 tickers$9.65B
Insurance - Specialty
13 tickers$3.09B
Insurance - Reinsurance
1 tickers$1.82B
Financial Conglomerates
6 tickers$1.19B
Top tickers by combined institutional value
| Ticker | Company | Industry | Value |
|---|---|---|---|
| ITUB | ITAU UNIBANCO HLDG S A | Banks - Regional | $100.22B |
| NU | NU HLDGS LTD | Banks - Regional | $84.39B |
| AXP | AMERICAN EXPRESS CO | Credit Services | $69.83B |
| RWAY | RUNWAY GROWTH FINANCE CORP | Asset Management | $62.78B |
| V | VISA INC | Credit Services | $49.38B |
| BAC | BK OF AMERICA CORP | Banks - Diversified | $49.16B |
| MA | MASTERCARD INCORPORATED | Credit Services | $35.25B |
| JPM | JPMORGAN CHASE & CO | Banks - Diversified | $31.72B |
| SCHW | SCHWAB CHARLES CORP | Capital Markets | $24.79B |
| MCO | MOODYS CORP | Financial Data & Stock Exchanges | $24.56B |
| OCSL | OAKTREE SPECIALTY LENDING CO | Asset Management | $23.61B |
| WFC | WELLS FARGO CO NEW | Banks - Diversified | $18.96B |
Most insider activity (last 30 days)
| Ticker | Company | Net (30d) |
|---|---|---|
| JPM | JPMORGAN CHASE & CO | −$55.3M |
| AFL | AFLAC INC | −$28.4M |
| UWMC | UWM HOLDINGS CORPORATION | −$18.8M |
| SLDE | SLIDE INS HLDGS INC | −$14.5M |
| SCHW | SCHWAB CHARLES CORP | −$7.8M |
| RWAY | RUNWAY GROWTH FINANCE CORP | −$3.7M |
| PRCH | PORCH GROUP INC | −$3.1M |
| SNEX | STONEX GROUP INC | −$2.9M |
| RM | REGIONAL MGMT CORP | −$2.5M |
| ITUB | ITAU UNIBANCO HLDG S A | −$2.1M |