This tracks how US Financials is performing against the S&P 500: the relative-strength read traders use to find sectors gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 15 Oct 2026
US Financials is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 5.9% over the past month but up 7.7% year to date. 3 of 20 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, MA.US, V.US and BRK-B.US lead the sector.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
Equal-weight tracks the typical stock (sector breadth); Cap-weight is driven by the largest names. The gap between them shows how broad the move is.
US Financials vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
Equal-weight minus cap-weight
Participation, not a forecast
Above zero = broad participation (typical stock leading the largest names); below zero = narrow, megacap-driven.
What's underneath the leaders
End of day
Latest-day drivers
- BAC.US-4.76%-0.24%
- IBKR.US-3.83%-0.19%
- MS.US-2.75%-0.14%
Top 3 account for 39% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1MA.US+17
- 2V.US+8
- 3BRK-B.US+16
- 4BLK.US+12
- 5SAN.US+6
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
AXP.US | American Express Company | $306.95 | -0.93% | 5.0% | -0.05% |
BAC.US | Bank of America Corp | $51.39 | -4.76% | 5.0% | -0.24% |
BLK.US | BlackRock Inc | $1,073.79 | +0.72% | 5.0% | +0.04% |
BRK-B.US | Berkshire Hathaway Inc | $526.35 | +1.11% | 5.0% | +0.06% |
C.US | Citigroup Inc. | $122.27 | -1.81% | 5.0% | -0.09% |
GS.US | Goldman Sachs Group Inc | $878.72 | -1.48% | 5.0% | -0.07% |
HSBC.US | HSBC Holdings PLC ADR | $93.91 | -0.99% | 5.0% | -0.05% |
IBKR.US | Interactive Brokers Group Inc | $84.14 | -3.83% | 5.0% | -0.19% |
JPM.US | JPMorgan Chase & Co | $335.28 | +1.16% | 5.0% | +0.06% |
MA.US | Mastercard Inc | $603.24 | -0.26% | 5.0% | -0.01% |
MS.US | Morgan Stanley | $181.51 | -2.75% | 5.0% | -0.14% |
MUFG.US | Mitsubishi UFJ Financial Group Inc ADR | $21.88 | -2.32% | 5.0% | -0.12% |
RY.US | Royal Bank of Canada | $193.82 | -0.44% | 5.0% | -0.02% |
SAN.US | Banco Santander SA ADR | $13.41 | -1.03% | 5.0% | -0.05% |
SCHW.US | Charles Schwab Corp | $96.80 | +0.90% | 5.0% | +0.04% |
SMFG.US | Sumitomo Mitsui Financial Group Inc | $24.75 | -1.82% | 5.0% | -0.09% |
TD.US | Toronto Dominion Bank | $117.63 | -0.27% | 5.0% | -0.01% |
UBS.US | UBS Group AG | $47.15 | -1.46% | 5.0% | -0.07% |
V.US | Visa Inc. Class A | $391.43 | -1.17% | 5.0% | -0.06% |
WFC.US | Wells Fargo & Company | $80.90 | +0.20% | 5.0% | +0.01% |
AXP.US
American Express Company
- Last
- $306.95
- 1D
- -0.93%
- Weight
- 5.0%
- Contribution
- -0.05%
BAC.US
Bank of America Corp
- Last
- $51.39
- 1D
- -4.76%
- Weight
- 5.0%
- Contribution
- -0.24%
BLK.US
BlackRock Inc
- Last
- $1,073.79
- 1D
- +0.72%
- Weight
- 5.0%
- Contribution
- +0.04%
BRK-B.US
Berkshire Hathaway Inc
- Last
- $526.35
- 1D
- +1.11%
- Weight
- 5.0%
- Contribution
- +0.06%
C.US
Citigroup Inc.
- Last
- $122.27
- 1D
- -1.81%
- Weight
- 5.0%
- Contribution
- -0.09%
GS.US
Goldman Sachs Group Inc
- Last
- $878.72
- 1D
- -1.48%
- Weight
- 5.0%
- Contribution
- -0.07%
HSBC.US
HSBC Holdings PLC ADR
- Last
- $93.91
- 1D
- -0.99%
- Weight
- 5.0%
- Contribution
- -0.05%
IBKR.US
Interactive Brokers Group Inc
- Last
- $84.14
- 1D
- -3.83%
- Weight
- 5.0%
- Contribution
- -0.19%
JPM.US
JPMorgan Chase & Co
- Last
- $335.28
- 1D
- +1.16%
- Weight
- 5.0%
- Contribution
- +0.06%
MA.US
Mastercard Inc
- Last
- $603.24
- 1D
- -0.26%
- Weight
- 5.0%
- Contribution
- -0.01%
MS.US
Morgan Stanley
- Last
- $181.51
- 1D
- -2.75%
- Weight
- 5.0%
- Contribution
- -0.14%
MUFG.US
Mitsubishi UFJ Financial Group Inc ADR
- Last
- $21.88
- 1D
- -2.32%
- Weight
- 5.0%
- Contribution
- -0.12%
RY.US
Royal Bank of Canada
- Last
- $193.82
- 1D
- -0.44%
- Weight
- 5.0%
- Contribution
- -0.02%
SAN.US
Banco Santander SA ADR
- Last
- $13.41
- 1D
- -1.03%
- Weight
- 5.0%
- Contribution
- -0.05%
SCHW.US
Charles Schwab Corp
- Last
- $96.80
- 1D
- +0.90%
- Weight
- 5.0%
- Contribution
- +0.04%
SMFG.US
Sumitomo Mitsui Financial Group Inc
- Last
- $24.75
- 1D
- -1.82%
- Weight
- 5.0%
- Contribution
- -0.09%
TD.US
Toronto Dominion Bank
- Last
- $117.63
- 1D
- -0.27%
- Weight
- 5.0%
- Contribution
- -0.01%
UBS.US
UBS Group AG
- Last
- $47.15
- 1D
- -1.46%
- Weight
- 5.0%
- Contribution
- -0.07%
V.US
Visa Inc. Class A
- Last
- $391.43
- 1D
- -1.17%
- Weight
- 5.0%
- Contribution
- -0.06%
WFC.US
Wells Fargo & Company
- Last
- $80.90
- 1D
- +0.20%
- Weight
- 5.0%
- Contribution
- +0.01%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Back to all US sectorsMethodology
Equal weighted. Membership is recalculated nightly from end-of-day data: active US common stocks in the Financial Services sector with a market cap of at least USD 1 billion and a 90-day average daily value traded of at least USD 5 million, ranked by market cap, top 20. The published index is equal-weighted, tracking the typical stock; a market-cap-weighted companion line (capped at 20% per stock) is shown for comparison. The gap between the two is a participation gauge, not a forecast.