U.S. stocks fell for the fourth time in five days, led by banks and technology companies, as investors resumed a rotation out of the bull market’s biggest winners.

Citigroup Inc. dropped the most since 2012 after its capital plan failed Federal Reserve stress tests. Accenture Plc fell 5 percent after saying it anticipates a continued “challenging” environment for its business. GameStop Corp. lost 4 percent after its earnings forecast trailed analysts’ estimates. Baxter International Inc. jumped 3.9 percent after announcing plans to split into two companies. Alcoa Inc. rallied 6.2 percent to the highest since 2011.

The Standard & Poor’s 500 Index declined 0.2 percent to 1,849.04 at 4 p.m. in New York, trimming a loss of as much as 0.6 percent. The Dow Jones industrial average fell 4.76 points, or less than 0.1 percent, to 16,264.23. The Nasdaq Composite Index sank 0.5 percent to the lowest since Feb. 10.

“People are reducing their risk portfolios a little bit,” said John Fox, director of research at Fenimore Asset Management in Cobleskill. The firm oversees about $1.9 billion. “Some of the speculative parts of the market have been selling off.” Some of the biggest losses have occurred in technology companies that sold shares to the public in the last few years. Facebook Inc. has slipped 11 percent in March, while Yelp Inc. decreased 17 percent, Twitter Inc. declined 16 percent and Pandora Inc. dropped 20 percent. The Dow Jones Internet Composite Index of 40 companies has lost 8.5 percent this month.

Since reaching a 13-year high on March 5, the Nasdaq Composite has fallen 4.7 percent. Illumina Inc., Netflix Inc., Tesla Motors Inc. and Trip-Advisor Inc. are all down at least 15 percent over that period.

The S&P 500 on Thursday slid 0.7 percent after President Obama warned that the crisis in Ukraine may escalate. The Senate and House passed separate bills imposing additional sanctions on Russian officials for the annexation of Crimea.

Investors have removed $6 billion from U.S. equity exchange-traded funds in the past five days and added $555 million to bond ETFs, data compiled by Bloomberg shows. Health care stocks saw the most money removed among industry ETFs, losing $991 million during the past week.

Citigroup lost 5.4 percent to $47.45. The bank failed to win approval to raise its dividend to 5 cents a share and put in place a $6.4 billion buyback. The Fed expressed concern about the lender’s ability to project losses in parts of its global operations and to reflect all business exposures in its internal stress test.