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 3 July 2026
US Financials is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 7.1% over the past month and 11.0% year to date. 19 of 20 stocks are above their 50-day average, with broad participation across the sector. On 3-month relative strength, IBKR.US, MS.US and UBS.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
- MA.US+3.24%+0.16%
- V.US+3.15%+0.16%
- UBS.US+2.65%+0.13%
Top 3 account for 31% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1IBKR.US+3
- 2MS.US+9
- 3UBS.US+14
- 4TD.US+1
- 5RY.US+4
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 | $351.96 | +1.14% | 5.0% | +0.06% |
BAC.US | Bank of America Corp | $58.73 | +0.63% | 5.0% | +0.03% |
BLK.US | BlackRock Inc | $995.73 | +1.57% | 5.0% | +0.08% |
BRK-B.US | Berkshire Hathaway Inc | $507.78 | +1.61% | 5.0% | +0.08% |
C.US | Citigroup Inc. | $139.97 | -0.11% | 5.0% | -0.01% |
GS.US | Goldman Sachs Group Inc | $1,021.00 | +0.14% | 5.0% | +0.01% |
HSBC.US | HSBC Holdings PLC ADR | $96.78 | +1.01% | 5.0% | +0.05% |
IBKR.US | Interactive Brokers Group Inc | $91.33 | -2.06% | 5.0% | -0.10% |
JPM.US | JPMorgan Chase & Co | $334.47 | +0.12% | 5.0% | +0.01% |
MA.US | Mastercard Inc | $539.39 | +3.24% | 5.0% | +0.16% |
MS.US | Morgan Stanley | $213.93 | +0.98% | 5.0% | +0.05% |
MUFG.US | Mitsubishi UFJ Financial Group Inc ADR | $20.61 | +1.68% | 5.0% | +0.08% |
RY.US | Royal Bank of Canada | $204.79 | -1.69% | 5.0% | -0.08% |
SAN.US | Banco Santander SA ADR | $13.95 | +1.01% | 5.0% | +0.05% |
SCHW.US | Charles Schwab Corp | $97.00 | +1.27% | 5.0% | +0.06% |
SMFG.US | Sumitomo Mitsui Financial Group Inc | $24.53 | +2.00% | 5.0% | +0.10% |
TD.US | Toronto Dominion Bank | $119.30 | -2.41% | 5.0% | -0.12% |
UBS.US | UBS Group AG | $51.04 | +2.65% | 5.0% | +0.13% |
V.US | Visa Inc. Class A | $362.13 | +3.15% | 5.0% | +0.16% |
WFC.US | Wells Fargo & Company | $85.51 | -0.50% | 5.0% | -0.03% |
AXP.US
American Express Company
- Last
- $351.96
- 1D
- +1.14%
- Weight
- 5.0%
- Contribution
- +0.06%
BAC.US
Bank of America Corp
- Last
- $58.73
- 1D
- +0.63%
- Weight
- 5.0%
- Contribution
- +0.03%
BLK.US
BlackRock Inc
- Last
- $995.73
- 1D
- +1.57%
- Weight
- 5.0%
- Contribution
- +0.08%
BRK-B.US
Berkshire Hathaway Inc
- Last
- $507.78
- 1D
- +1.61%
- Weight
- 5.0%
- Contribution
- +0.08%
C.US
Citigroup Inc.
- Last
- $139.97
- 1D
- -0.11%
- Weight
- 5.0%
- Contribution
- -0.01%
GS.US
Goldman Sachs Group Inc
- Last
- $1,021.00
- 1D
- +0.14%
- Weight
- 5.0%
- Contribution
- +0.01%
HSBC.US
HSBC Holdings PLC ADR
- Last
- $96.78
- 1D
- +1.01%
- Weight
- 5.0%
- Contribution
- +0.05%
IBKR.US
Interactive Brokers Group Inc
- Last
- $91.33
- 1D
- -2.06%
- Weight
- 5.0%
- Contribution
- -0.10%
JPM.US
JPMorgan Chase & Co
- Last
- $334.47
- 1D
- +0.12%
- Weight
- 5.0%
- Contribution
- +0.01%
MA.US
Mastercard Inc
- Last
- $539.39
- 1D
- +3.24%
- Weight
- 5.0%
- Contribution
- +0.16%
MS.US
Morgan Stanley
- Last
- $213.93
- 1D
- +0.98%
- Weight
- 5.0%
- Contribution
- +0.05%
MUFG.US
Mitsubishi UFJ Financial Group Inc ADR
- Last
- $20.61
- 1D
- +1.68%
- Weight
- 5.0%
- Contribution
- +0.08%
RY.US
Royal Bank of Canada
- Last
- $204.79
- 1D
- -1.69%
- Weight
- 5.0%
- Contribution
- -0.08%
SAN.US
Banco Santander SA ADR
- Last
- $13.95
- 1D
- +1.01%
- Weight
- 5.0%
- Contribution
- +0.05%
SCHW.US
Charles Schwab Corp
- Last
- $97.00
- 1D
- +1.27%
- Weight
- 5.0%
- Contribution
- +0.06%
SMFG.US
Sumitomo Mitsui Financial Group Inc
- Last
- $24.53
- 1D
- +2.00%
- Weight
- 5.0%
- Contribution
- +0.10%
TD.US
Toronto Dominion Bank
- Last
- $119.30
- 1D
- -2.41%
- Weight
- 5.0%
- Contribution
- -0.12%
UBS.US
UBS Group AG
- Last
- $51.04
- 1D
- +2.65%
- Weight
- 5.0%
- Contribution
- +0.13%
V.US
Visa Inc. Class A
- Last
- $362.13
- 1D
- +3.15%
- Weight
- 5.0%
- Contribution
- +0.16%
WFC.US
Wells Fargo & Company
- Last
- $85.51
- 1D
- -0.50%
- Weight
- 5.0%
- Contribution
- -0.03%
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.