Raymond James Financial Inc. (RJF)
RJF · Financials · 
United States
Raymond James Financial Inc. (RJF) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 0.36%. Anyone who holds an ETF containing Raymond James Financial also has an indirect stake in the company.
Data and Charts: Raymond James Financial
Key Data for Raymond James Financial
Raymond James Financial Stock Price Chart
The Raymond James Financial chart shows daily closing prices and is set to the current year by default. The stock is down 2.1% year to date and down 0.5% over twelve months. The last recorded close on October 30, 2026, was $157.22, at 41% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Raymond James Financial Stock Performance
| Year to date | -2.1% | 1 year | -0.5% |
|---|---|---|---|
| 1 month | -0.5% | 3 months | -10.7% |
| Calendar year 2025 | +3.4% |
Measured in euros, Raymond James Financial is up 3.0% year to date and up 2.8% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Raymond James Financial
What ETF Is Raymond James Financial In?
Raymond James Financial has above-average ETF coverage and is held by 22 of the 104 ETFs we track, which together follow 11 indices. That puts the stock in more ETFs than 85.1% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 0.36% | €3.61 |
| WFIN | MSCI World Financials | 0.20% | €2.03 |
| XDWF | MSCI World Financials | 0.19% | €1.94 |
| XDEW | S&P 500 Equal Weight | 0.18% | €1.79 |
| 2B7K | MSCI World SRI | 0.13% | €1.30 |
| XDEQ | MSCI World Quality | 0.09% | €0.94 |
| XD9U / XD9D | MSCI USA | 0.04% | €0.42 |
| SPYL / SPY5 | S&P 500 | 0.04% | €0.42 |
| SXR8 | S&P 500 | 0.04% | €0.40 |
| SWWD | MSCI World | 0.03% | €0.33 |
| SPPW | MSCI World | 0.03% | €0.33 |
| XDWD / XDWL | MSCI World | 0.03% | €0.31 |
| SPYY | MSCI ACWI | 0.03% | €0.31 |
| EUNL | MSCI World | 0.03% | €0.30 |
| IUSQ | MSCI ACWI | 0.03% | €0.30 |
| WIMI | MSCI World IMI | 0.03% | €0.28 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Raymond James Financial, based on each fund's latest holdings list.
US-listed ETFs holding Raymond James Financial (weight per latest SEC filing): VYM 0.12%, IVV 0.04%, SPY 0.04%, VOO 0.04%, VTI 0.04%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Raymond James Financial Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Raymond James Financial had a weight of 0.03% on Sep 30, 2019 and 0.03% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.04% on Mar 31, 2022. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Raymond James Financial overlaps with the rest of a portfolio.
Which Tracked Investors Hold Raymond James Financial?
Raymond James Financial is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Raymond James Financial increased its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 34,074 | $5M | increased by 4,260 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Raymond James Financial
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Raymond James Financial | – | – | -0.5% | 26.5% | 13.4% | +6.6% |
 Moody's Corporation | 22 | – | +3.1% | 26.7% | 31.9% | +8.9% |
 Nasdaq | 22 | – | +24.0% | 25.2% | 21.6% | +11.6% |
 American Express Company | 22 | – | -11.1% | 28.9% | 26.2% | +6.4% |
 S&P Global | 22 | – | -5.1% | 25.9% | 29.2% | +7.9% |
| Hartford Insurance Group | 22 | – | +7.4% | 20.9% | 13.5% | +6.9% |
| Cboe Global Markets Inc | 22 | – | +41.7% | 29.3% | – | – |
 Progressive Corporation | 22 | – | +11.7% | 25.6% | 12.9% | +16.3% |
 Willis Towers Watson Public Limited Company | 22 | – | +2.3% | 25.6% | 16.5% | -2.2% |
These stocks reach a portfolio through largely the same funds as Raymond James Financial. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Raymond James Financial
Raymond James Financial Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Sep 30, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Sep 2023 | 13.0 | 1.7 | 13.4% |
| FY ended Sep 2024 | 14.9 | 2.1 | 13.9% |
| FY ended Sep 2025 | 15.9 | 2.1 | 13.4% |
Technical Analysis: Raymond James Financial
Raymond James Financial Risk Metrics
The close on Oct 30, 2026, was 13.2% below the highest close since Aug 12, 2024. That high was reached on Aug 12, 2026. When the S&P 500 rose or fell 1%, Raymond James Financial moved 0.72% on average in the same direction (past 252 trading days). The correlation of 0.37, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Raymond James Financial.
What Raymond James Financial Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Ameriprise Financial Inc. | +0.80 | |
| Charles Schwab Corp | +0.70 | |
| JPMorgan Chase & Co. | +0.61 | |
| Principal Financial Group Inc. | +0.61 | |
| BlackRock Inc. | +0.57 | |
| LPL Financial Holdings Inc. | +0.57 | |
| Brent crude oil | -0.33 | |
| WTI crude oil | -0.32 | |
| Heating oil | -0.31 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
