Financial Services Stocks
Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.
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|
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 B | BRK.B | $410.24 | $891.6 Bil | 15.02% | 27.21% | 12.17% | $325.00 | Mbkw |
| Berkshire Hathaway Inc Class A | BRK.A | $622,815.02 | $891.6 Bil | 14.78% | 25.59% | 12.51% | $126,288.00 | Mdvbv |
| Visa Inc Class A | V | $281.50 | $571.7 Bil | 6.88% | 20.68% | 7.56% | $626.00 | Pytjf |
| JPMorgan Chase & Co | JPM | $201.51 | $570.7 Bil | 20.11% | 52.60% | 9.32% | $981.00 | Ylxr |
| Mastercard Inc Class A | MA | $458.00 | $425.5 Bil | 7.69% | 20.10% | 8.47% | $789.00 | Lqdy |
| Bank of America Corp | BAC | $38.49 | $301.0 Bil | 16.28% | 44.12% | −0.66% | $15.00 | Qqh |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.35 | $250.2 Bil | 16.77% | 11.48% | 2.30% | $21.78 | Scwyr |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.57 | $249.8 Bil | 10.20% | −0.55% | 0.46% | $3.62 | Nbcllk |
| Wells Fargo & Co | WFC | $62.34 | $215.8 Bil | 27.16% | 68.82% | 11.67% | $72.00 | Cbkg |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $206.0 Bil | 16.67% | 10.15% | 9.21% | $6.70 | Rfqsf |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.69 | $206.0 Bil | 21.80% | 25.12% | 12.18% | $18.57 | Xknwf |
| China Construction Bank Corp ADR | CICHY | $14.32 | $180.5 Bil | 20.64% | 11.92% | 2.82% | $66.35 | Wbgmq |
| China Construction Bank Corp Class H | CICHF | $0.70 | $180.4 Bil | 23.38% | 16.08% | 3.99% | $8.34 | Phfm |
| American Express Co | AXP | $241.53 | $173.9 Bil | 29.62% | 64.96% | 16.42% | $643.00 | Xdgq |
| Bank Of China Ltd ADR | BACHY | $11.69 | $168.3 Bil | 24.70% | 20.74% | 12.05% | $93.66 | Xlq |
| Bank Of China Ltd Class H | BACHF | $0.46 | $168.3 Bil | 25.00% | 21.87% | 12.52% | $9.62 | Qlmv |
| HSBC Holdings PLC | HBCYF | $8.91 | $166.9 Bil | 19.06% | 31.49% | 18.44% | $46.61 | Ykqs |
| HSBC Holdings PLC ADR | HSBC | $44.77 | $166.1 Bil | 18.07% | 27.12% | 18.06% | $97.70 | Vbk |
| Morgan Stanley | MS | $100.52 | $161.5 Bil | 9.62% | 25.28% | 7.93% | $21.00 | Xlqfxhq |
| The Goldman Sachs Group Inc | GS | $466.09 | $150.3 Bil | 21.53% | 48.05% | 10.21% | $159.00 | Tbrmd |
| Royal Bank of Canada | RY | $105.49 | $147.3 Bil | 6.32% | 12.65% | 5.19% | $569.00 | Jfjqf |
| Charles Schwab Corp | SCHW | $78.68 | $143.8 Bil | 15.09% | 56.42% | 3.57% | $55.00 | Vyz |
| S&P Global Inc | SPGI | $435.70 | $136.3 Bil | −2.63% | 20.11% | 4.89% | $365.00 | Jphr |
| Commonwealth Bank of Australia ADR | CMWAY | $79.49 | $132.9 Bil | 7.56% | 26.41% | 5.53% | $63.28 | Ggwtg |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $131.5 Bil | 1.56% | 18.16% | 3.03% | $15.20 | Xqjt |
| HDFC Bank Ltd ADR | HDB | $55.95 | $130.9 Bil | −15.59% | −16.63% | −6.01% | $75.76 | Fsdbzg |
| Wells Fargo & Co Pref Share | WFCpC | $19.46 | $124.7 Bil | 5.99% | 17.87% | −3.13% | — | — |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.95 | $122.6 Bil | 37.88% | −2.11% | −14.10% | $95.89 | Pgggt |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $122.6 Bil | 46.23% | −2.94% | −14.13% | $3.74 | Bgsy |
| Progressive Corp | PGR | $213.67 | $122.6 Bil | 34.74% | 61.00% | 26.56% | $145.00 | Lkpsjp |
| Citigroup Inc | C | $64.24 | $121.3 Bil | 26.94% | 44.10% | −2.74% | $93.00 | Bmnq |
| BlackRock Inc | BLK | $802.96 | $119.3 Bil | 1.11% | 29.63% | 0.61% | $399.00 | Vnxf |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.41 | $119.2 Bil | 19.63% | 54.43% | 24.31% | $6.00 | Qcdd |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.20 | $119.2 Bil | 22.31% | 62.37% | 25.02% | $45.92 | Pmhz |
| Allianz SE | ALIZF | $280.85 | $112.1 Bil | 11.51% | 30.22% | 5.93% | $515.44 | Lpbh |
| Allianz SE ADR | ALIZY | $28.60 | $112.1 Bil | 12.74% | 31.51% | 7.11% | $52.00 | Jtg |
| Chubb Ltd | CB | $253.16 | $102.8 Bil | 12.31% | 28.17% | 15.61% | $719.00 | Jmswnr |
| China Life Insurance Co Ltd Class H | CILJF | $1.48 | $102.2 Bil | 18.75% | −14.15% | −3.41% | $4.51 | Zkss |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.25 | $101.2 Bil | 16.67% | −24.32% | −16.91% | $5.95 | Jswx |
| Marsh & McLennan Companies Inc | MMC | $206.33 | $101.0 Bil | 9.65% | 15.19% | 16.67% | $364.00 | Yzsvw |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.26 | $100.5 Bil | 13.75% | −26.94% | −17.44% | $29.36 | Ycrb |
| The Toronto-Dominion Bank | TD | $56.72 | $100.2 Bil | −9.89% | −1.81% | −3.50% | $32.00 | Hzl |
| Blackstone Inc | BX | $125.97 | $98.7 Bil | 1.65% | 62.00% | 17.83% | $996.00 | Twpbgg |
| UBS Group AG | UBS | $30.66 | $96.5 Bil | 1.49% | 61.82% | 27.57% | $32.30 | Rszmkzh |
| KKR & Co Inc Ordinary Shares | KKR | $102.44 | $95.5 Bil | 30.37% | 120.94% | 24.97% | $82.00 | Lwylp |
| ICICI Bank Ltd ADR | IBN | $27.19 | $94.6 Bil | 12.84% | 17.90% | 17.96% | $21.28 | Jlkbk |
| AIA Group Ltd ADR | AAGIY | $32.33 | $90.5 Bil | −5.75% | −21.05% | −12.90% | $15.29 | Sgzhjbx |
| AIA Group Ltd | AAIGF | $8.41 | $90.4 Bil | −7.06% | −18.08% | −13.01% | $7.34 | Bhnwv |
| BNP Paribas ADR | BNPQY | $38.80 | $87.7 Bil | 12.12% | 28.47% | 8.48% | $26.00 | Syqb |
| BNP Paribas Act. Cat.A | BNPQF | $76.47 | $87.7 Bil | 12.43% | 28.95% | 8.51% | $28.46 | Brtvq |