The best way to invest in
Financial Services
Access the US financial services sector, covering banks, insurance companies, asset managers, and payment networks. Financial services companies benefit from higher interest rates, growing credit demand, and the increasing digitisation of financial transactions.
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9.7%* 5Y annualised returns
80 US financial services companies
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We’re licensed by the Securities Commission Malaysia (Licence eCMSL/A0352/2018)
RETURNS DATA
Invest in the backbone of global commerce and capital: 9.7%* 5Y annualised returns
If you had invested in the Financial Services from July 2021 to July 2026, your money could have grown by around 59%.
1 Year Returns
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Disclaimer
Create your Financial Services portfolio
StashAway ETF Explorer is the smart way to invest in 90+ global asset classes, including Financial Services.
It's cost-effective
- Start investing today to get unlimited free buy orders for your next month.
- After, it's only $1.99 USD per buy or sell order, excluding SST.
- No additional management fee, no matter how much you invest.
It's simple
- Build your portfolio in as little as 1 minute.
- Automate recurring investments for ease of mind.
- No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
It's intelligent
- Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
- We swap underlying ETFs if a better alternative surfaces, saving you more over time.
It's cost-effective
- Start investing today to get unlimited free buy orders for your next month.
- After, it's only $1.99 USD per buy or sell order, excluding SST.
- No additional management fee, no matter how much you invest.
It's simple
- Build your portfolio in as little as 1 minute.
- Automate recurring investments for ease of mind.
- No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
It's intelligent
- Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
- We swap underlying ETFs if a better alternative surfaces, saving you more over time.
GET STARTED WITH FREE BUY ORDERS
Own financial services stocks with one investment
Invest in the companies that power global commerce and investment
Asset Class Overview
Financial Services Snapshot
Key information across returns, asset class profile, and investment details.
Returns
Annualised since inception
+5.86%
Since 31 December 1998
5-year annualised
+9.68%
Since 30 June 2021
1-year annualised
+3.80%
Since 30 June 2025
Year-to-date
+3.25%
Since 2026
Positive years since inception
66.67%
of calendar years
Fund Profile
Asset type
Equities
Fund inception
1998
Fundamentals
Expense ratio
0.08%
Annual ETF expense ratio
1-year dividend yield
1.44%
Trailing 12-month yield
Currency denomination
USD
US Dollar
Disclaimer
RETURNS DATA
Annual returns since 1998
Growth driven by America's leading financial services companies
Did you know?
US banks occupy a unique position in the economy: they earn the spread between what they pay depositors and what they charge borrowers, a business model directly tied to the Federal Reserve's interest rate decisions. The Dodd-Frank Act, passed in 2010 following the global financial crisis, fundamentally restructured US banking regulation — requiring larger capital buffers, stress testing, and restrictions on proprietary trading, making US banks significantly more resilient than they were prior to 2008. The financial sector is also home to some of the world's most profitable businesses: payment networks like Visa and Mastercard process trillions of dollars annually at margins that exceed most technology companies.
PORTFOLIO BREAKDOWN
Sector exposure
Financial
93.1%
Consumer, Non-cyclical
4.1%
Technology
1.3%
Communications
1.2%
Government
0.1%
Source: Bloomberg. Weights are approximate and subject to change on index rebalance.
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