Financials
How 37 of the 76 Financials companies in the S&P 500 have moved with interest rates, oil, the dollar and more: the sector's median move and every stock's own reading.
The sector as a whole
| Economic force | Median move |
|---|---|
| Interest ratesIn weeks when the 10-year Treasury yield rose 0.25 percentage points | −0.47%1↑ 9↓ held up, of 37 |
| Inflation expectationsIn weeks when 10-year inflation expectations rose 0.25 percentage points | +1.8%12↑ 0↓ held up, of 37 |
| U.S. dollarIn weeks when the trade-weighted U.S. dollar rose 2% | +0.47%3↑ 2↓ held up, of 37 |
| Oil and energyIn weeks when the price of oil rose 10% | −0.17%0↑ 3↓ held up, of 37 |
| Credit spreadsIn weeks when corporate credit spreads widened 0.25 percentage points | −0.79%0↑ 5↓ held up, of 37 |
| Short-term ratesIn weeks when the 2-year Treasury yield rose 0.25 percentage points | −0.18%0↑ 4↓ held up, of 37 |
| Market volatilityIn weeks when market volatility (the VIX) rose 5 points | −0.91%0↑ 22↓ held up, of 37 |
| Mortgage ratesIn weeks when the 30-year mortgage rate rose 0.25 percentage points | +0.03%2↑ 1↓ held up, of 37 |
| GoldIn weeks when the price of gold rose 5% | −0.46%1↑ 11↓ held up, of 37 |
| CopperIn weeks when the price of copper rose 5% | −0.06%2↑ 0↓ held up, of 37 |
| Natural gasIn weeks when the U.S. natural gas price (Henry Hub) rose 10% | −0.02%2↑ 15↓ held up, of 37 |
| BitcoinIn weeks when the price of bitcoin rose 10% | −0.26%3↑ 5↓ held up, of 37 |
| Small vs large companiesIn weeks when small companies beat large ones by 1 percentage point | +0.34%25↑ 1↓ held up, of 37 |
| Value vs growthIn weeks when value stocks beat growth stocks by 1 percentage point | +0.67%34↑ 0↓ held up, of 37 |
| MomentumIn weeks when recent winners beat the stock market by 1 percentage point | −0.23%0↑ 16↓ held up, of 37 |
| EuroIn weeks when the euro rose 2% against the U.S. dollar | −0.62%0↑ 2↓ held up, of 37 |
| Japanese yenIn weeks when the yen rose 2% against the U.S. dollar | −0.04%1↑ 1↓ held up, of 37 |
| Emerging marketsIn weeks when emerging-market stocks beat the S&P 500 by 1 percentage point | −0.25%0↑ 18↓ held up, of 37 |
| ChinaIn weeks when Chinese stocks beat other emerging markets by 1 percentage point | +0.14%16↑ 0↓ held up, of 37 |
Each figure is the median typical weekly move of the sector's stocks on record when that force moved by its standard amount, after the stock market's own move. Beneath it: how many of those stocks moved up (↑) or down (↓) with the force in a way that held up. The median includes readings that could not be told apart from zero; the counts say how many did not. Fewer than three stocks on record shows the count, not a median.
Every Financials stock on record
| ACGLArch Capital Group | +0.51% | −0.54% | +1.0% | −0.02% | +1.3% |
|---|---|---|---|---|---|
| AFLAflac | −0.18% | +0.26% | +0.27% | +0.27% | +0.34% |
| AIGAmerican International Group | 0.00% | +0.86% | −0.64% | −0.08% | +0.69% |
| AIZAssurant | −0.16% | −0.47% | +0.93% | −0.12% | −0.50% |
| AJGArthur J. Gallagher & Co. | −0.45% | +1.9% | +0.82% | −0.69% | −0.13% |
| ALLAllstate | −0.75% | +1.2% | +1.0% | +0.01% | +0.17% |
| AMPAmeriprise Financial | +0.44% | +0.57% | −0.35% | +0.78% | −0.89% |
| AONAon plc | −0.64% | +0.27% | +1.5% | −0.34% | +0.77% |
| APOApollo Global Management | +1.7% | +2.1% | +1.2% | +0.45% | −1.0% |
| ARESAres Management | +1.2% | +0.51% | −0.62% | +0.07% | +0.01% |
| AXPAmerican Express | −0.40% | +2.2% | +0.34% | −0.52% | −0.74% |
| BACBank of America | −1.9% | +5.9% | +0.17% | −0.12% | −2.6% |
| BENFranklin Resources | −1.8% | +6.1% | −1.8% | −0.58% | −1.1% |
| BLKBlackRock | −0.77% | +2.5% | −1.0% | −0.79% | −0.74% |
| BNYBNY Mellon | −0.53% | +3.1% | +0.10% | +0.02% | +1.3% |
| BRK-BBerkshire Hathaway | 0.00% | +0.11% | +0.65% | −0.05% | +0.38% |
| BROBrown & Brown | −0.79% | +0.30% | +0.82% | −0.56% | −0.81% |
| BXBlackstone Inc. | −3.0% | +5.0% | +0.09% | −0.24% | −1.2% |
| CCitigroup | −0.81% | +4.5% | +0.72% | −0.58% | −2.4% |
| CBChubb Limited | −0.37% | −0.83% | +0.79% | −0.13% | +0.15% |
| CBOECboe Global Markets | −0.47% | +3.0% | −2.1% | +0.52% | +2.6% |
| CFGCitizens Financial Group | −3.1% | +5.9% | +0.02% | −0.30% | −3.1% |
| CINFCincinnati Financial | −1.3% | +0.50% | +2.1% | −0.19% | −0.81% |
| CMECME Group | +0.61% | −0.32% | −0.78% | +0.83% | +1.5% |
| COFCapital One | −2.0% | +5.1% | +1.2% | −0.94% | −3.6% |
| COINCoinbase | −2.4% | +8.4% | +1.1% | −0.70% | −2.0% |
| CPAYCorpay | −1.1% | +3.7% | +0.62% | −0.58% | −1.6% |
| EGEverest Group | +0.48% | −0.22% | −0.86% | +0.22% | −1.5% |
| GSGoldman Sachs | −1.9% | +4.1% | +0.18% | −0.17% | −2.9% |
| JPMJPMorgan Chase | +0.44% | +1.7% | +0.73% | −0.16% | −0.79% |
| MAMastercard | −0.45% | +0.71% | +0.75% | −0.56% | −0.73% |
| MSMorgan Stanley | −0.93% | +2.1% | +0.47% | −0.34% | −2.7% |
| PGRProgressive Corporation | +0.34% | +1.8% | +0.26% | −0.67% | +0.15% |
| SCHWCharles Schwab Corporation | −0.12% | +1.0% | −0.56% | +0.48% | +0.07% |
| SPGIS&P Global | −2.2% | +2.6% | +0.31% | −0.03% | −1.4% |
| VVisa Inc. | −0.01% | +0.53% | +1.1% | −0.71% | −0.88% |
| WFCWells Fargo | −1.7% | +6.8% | +0.82% | −0.66% | −4.9% |
Each figure is the stock's typical move in a week when that force moved by its standard amount (hover a heading for it), after accounting for the stock market. Bold, shaded figures held up; grey ones could not be told apart from zero; a dash was not measured. Click a heading to sort. It describes the past; it is not a forecast.
This describes the past, and it is not a forecast. Nothing here is a recommendation to buy, sell or hold any security.