Financial Services Stocks
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
Subscribe to Morningstar Investor to get the full picture of a stock's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of companies, plus independent analysis and pre-built screens from our seasoned stock analysts.
|
Name
|
Ticker
|
Previous Close Price
|
Market Cap
|
Market Return
YTD
|
Market Return
1 Year
|
Market Return
3 Year
|
Fair Value
|
Economic Moat
|
|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class A | BRK.A | $629,375.00 | $900.8 Bil | 15.99% | 25.72% | 13.16% | $576,434.00 | Hrcc |
| Berkshire Hathaway Inc Class B | BRK.B | $416.94 | $900.8 Bil | 16.90% | 27.35% | 12.97% | $953.00 | Pdbt |
| JPMorgan Chase & Co | JPM | $204.79 | $588.1 Bil | 21.69% | 50.99% | 9.62% | $599.00 | Bdvrs |
| Visa Inc Class A | V | $280.10 | $573.1 Bil | 7.99% | 21.26% | 8.00% | $121.00 | Gjnr |
| Mastercard Inc Class A | MA | $460.27 | $426.6 Bil | 8.22% | 19.57% | 8.71% | $456.00 | Mrp |
| Bank of America Corp | BAC | $39.29 | $306.7 Bil | 17.40% | 40.81% | −0.65% | $23.00 | Nmvq |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.61 | $256.7 Bil | 24.49% | 11.41% | 4.28% | $2.90 | Rkpkwk |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $12.04 | $250.2 Bil | 23.87% | 15.52% | 4.73% | $78.39 | Rcqtdj |
| Wells Fargo & Co | WFC | $61.08 | $212.9 Bil | 25.52% | 54.42% | 10.47% | $32.00 | Bchpq |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $208.7 Bil | 16.67% | 10.15% | 9.21% | $2.83 | Qkysnr |
| Agricultural Bank of China Ltd ADR | ACGBY | $12.17 | $208.7 Bil | 26.77% | 31.97% | 13.66% | $77.15 | Pgmhzc |
| China Construction Bank Corp ADR | CICHY | $14.98 | $189.8 Bil | 26.20% | 19.01% | 4.38% | $15.57 | Zwlhzx |
| China Construction Bank Corp Class H | CICHF | $0.77 | $189.8 Bil | 30.96% | 23.58% | 5.71% | $7.49 | Qbyvjs |
| American Express Co | AXP | $242.82 | $174.7 Bil | 30.31% | 61.30% | 16.70% | $467.00 | Sqxr |
| Bank Of China Ltd ADR | BACHY | $12.33 | $172.5 Bil | 30.30% | 28.02% | 13.58% | $78.75 | Xqkwzsk |
| Bank Of China Ltd Class H | BACHF | $0.51 | $172.5 Bil | 34.21% | 38.32% | 15.92% | $6.95 | Rfwmp |
| HSBC Holdings PLC ADR | HSBC | $44.54 | $166.2 Bil | 17.50% | 28.09% | 18.30% | $49.80 | Vcck |
| HSBC Holdings PLC | HBCYF | $8.85 | $166.0 Bil | 18.31% | 29.80% | 18.15% | $81.54 | Xyrxb |
| Morgan Stanley | MS | $100.22 | $162.9 Bil | 9.30% | 23.49% | 7.53% | $33.00 | Vlzrhs |
| Royal Bank of Canada | RY | $106.79 | $150.9 Bil | 7.60% | 15.84% | 5.33% | $274.00 | Zxm |
| The Goldman Sachs Group Inc | GS | $467.72 | $150.8 Bil | 21.96% | 44.91% | 10.28% | $872.00 | Zlkrdh |
| Charles Schwab Corp | SCHW | $78.78 | $142.7 Bil | 15.23% | 53.96% | 3.73% | $55.00 | Bkr |
| S&P Global Inc | SPGI | $441.88 | $138.3 Bil | 0.52% | 23.42% | 6.43% | $288.00 | Xhqd |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $135.3 Bil | 1.56% | 18.19% | 3.03% | $81.35 | Vhhd |
| Commonwealth Bank of Australia ADR | CMWAY | $81.35 | $135.3 Bil | 8.61% | 29.62% | 5.63% | $42.63 | Gbzvf |
| HDFC Bank Ltd ADR | HDB | $56.78 | $133.4 Bil | −14.35% | −14.08% | −6.26% | $98.29 | Fnwnym |
| China Merchants Bank Co Ltd ADR | CIHKY | $25.26 | $128.5 Bil | 45.42% | 6.29% | −13.31% | $29.17 | Kxjxpgk |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $128.5 Bil | 46.23% | −3.52% | −14.13% | $2.53 | Pvcrxm |
| Wells Fargo & Co Pref Share | WFCpC | $19.37 | $124.7 Bil | 6.64% | 17.61% | −2.91% | — | — |
| Progressive Corp | PGR | $209.22 | $122.5 Bil | 31.95% | 54.00% | 25.90% | $366.00 | Lyzqln |
| Citigroup Inc | C | $64.07 | $122.2 Bil | 26.61% | 40.59% | −3.18% | $59.00 | Gngw |
| BlackRock Inc | BLK | $812.22 | $120.7 Bil | 0.68% | 27.92% | 0.77% | $675.00 | Jtnq |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.03 | $117.2 Bil | 16.49% | 46.74% | 22.85% | $5.00 | Hcvs |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $9.95 | $117.2 Bil | 19.35% | 53.72% | 24.06% | $99.25 | Cpp |
| Allianz SE | ALIZF | $286.48 | $113.8 Bil | 16.75% | 36.39% | 7.70% | $993.70 | Ytnyr |
| Allianz SE ADR | ALIZY | $28.97 | $113.5 Bil | 14.12% | 34.47% | 7.48% | $61.00 | Dpf |
| Chubb Ltd | CB | $274.28 | $111.4 Bil | 21.74% | 39.61% | 19.04% | $473.00 | Fybqp |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.72 | $110.8 Bil | 33.56% | −14.04% | −13.43% | $7.87 | Wnkjn |
| China Life Insurance Co Ltd Class H | CILJF | $1.68 | $107.5 Bil | 31.25% | −5.50% | −2.29% | $3.63 | Qgvw |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $11.71 | $105.2 Bil | 29.82% | −13.00% | −14.17% | $98.39 | Dpfz |
| Marsh & McLennan Companies Inc | MMC | $209.97 | $103.0 Bil | 11.57% | 19.49% | 17.34% | $736.00 | Rjdbfv |
| The Toronto-Dominion Bank | TD | $57.24 | $101.2 Bil | −9.08% | −1.65% | −3.62% | $44.00 | Hqzx |
| UBS Group AG | UBS | $30.34 | $97.4 Bil | 0.45% | 58.85% | 26.90% | $91.40 | Pjsjqvc |
| ICICI Bank Ltd ADR | IBN | $27.10 | $95.3 Bil | 14.14% | 19.30% | 17.21% | $57.58 | Xlvkqf |
| Blackstone Inc | BX | $125.67 | $94.4 Bil | −2.66% | 54.12% | 16.13% | $346.00 | Kpqqc |
| AIA Group Ltd ADR | AAGIY | $33.80 | $94.0 Bil | −2.51% | −14.90% | −12.27% | $93.92 | Chg |
| AIA Group Ltd | AAIGF | $8.40 | $94.0 Bil | −3.67% | −15.25% | −12.49% | $97.67 | Dsz |
| KKR & Co Inc Ordinary Shares | KKR | $104.64 | $92.9 Bil | 26.71% | 113.56% | 24.32% | $41.00 | Jttxqyc |
| BNP Paribas ADR | BNPQY | $37.27 | $88.9 Bil | 14.45% | 29.39% | 9.33% | $65.00 | Sqfw |
| BNP Paribas Act. Cat.A | BNPQF | $78.99 | $88.9 Bil | 13.18% | 31.45% | 9.53% | $83.93 | Phdp |