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 | $412.76 | $900.8 Bil | 16.90% | 27.35% | 12.97% | $777.00 | Sxz |
| Berkshire Hathaway Inc Class A | BRK.A | $629,375.00 | $900.8 Bil | 15.99% | 25.72% | 13.16% | $434,825.00 | Bdqb |
| JPMorgan Chase & Co | JPM | $204.79 | $588.1 Bil | 21.69% | 50.99% | 9.62% | $713.00 | Rdhr |
| Visa Inc Class A | V | $280.10 | $573.1 Bil | 7.99% | 21.26% | 8.00% | $476.00 | Rymhw |
| Mastercard Inc Class A | MA | $460.27 | $426.6 Bil | 8.22% | 19.57% | 8.71% | $479.00 | Gpww |
| Bank of America Corp | BAC | $38.91 | $306.7 Bil | 17.40% | 40.81% | −0.65% | $11.00 | Dwhkb |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.61 | $256.7 Bil | 24.49% | 11.41% | 4.28% | $9.12 | Fcsbmh |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $12.04 | $250.2 Bil | 23.87% | 15.52% | 4.73% | $24.84 | Zjdcrb |
| Wells Fargo & Co | WFC | $61.08 | $212.9 Bil | 25.52% | 54.42% | 10.47% | $41.00 | Gstgw |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $208.7 Bil | 16.67% | 10.15% | 9.21% | $1.78 | Ktkhqb |
| Agricultural Bank of China Ltd ADR | ACGBY | $12.17 | $208.7 Bil | 26.77% | 31.97% | 13.66% | $37.78 | Xyvgcwt |
| China Construction Bank Corp Class H | CICHF | $0.77 | $189.8 Bil | 30.96% | 23.58% | 5.71% | $2.32 | Jgxjymp |
| China Construction Bank Corp ADR | CICHY | $14.98 | $189.8 Bil | 26.20% | 19.01% | 4.38% | $78.97 | Kzrgrr |
| American Express Co | AXP | $242.82 | $174.7 Bil | 30.31% | 61.30% | 16.70% | $465.00 | Svv |
| Bank Of China Ltd ADR | BACHY | $12.33 | $172.5 Bil | 30.30% | 28.02% | 13.58% | $39.52 | Jnqwkk |
| Bank Of China Ltd Class H | BACHF | $0.51 | $172.5 Bil | 34.21% | 38.32% | 15.92% | $9.74 | Rkhpqsp |
| HSBC Holdings PLC ADR | HSBC | $44.54 | $166.2 Bil | 17.50% | 28.09% | 18.30% | $54.80 | Pwh |
| HSBC Holdings PLC | HBCYF | $8.91 | $166.0 Bil | 18.31% | 29.80% | 18.15% | $43.74 | Bsbgtr |
| Morgan Stanley | MS | $99.58 | $162.9 Bil | 9.30% | 23.49% | 7.53% | $44.00 | Vxfqrvl |
| Royal Bank of Canada | RY | $106.79 | $150.9 Bil | 7.60% | 15.84% | 5.33% | $744.00 | Xsbx |
| The Goldman Sachs Group Inc | GS | $467.72 | $150.8 Bil | 21.96% | 44.91% | 10.28% | $762.00 | Dnvrdg |
| Charles Schwab Corp | SCHW | $78.78 | $142.7 Bil | 15.23% | 53.96% | 3.73% | $61.00 | Chd |
| S&P Global Inc | SPGI | $441.88 | $138.3 Bil | 0.52% | 23.42% | 6.43% | $912.00 | Sgwq |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $135.3 Bil | 1.56% | 18.19% | 3.03% | $52.96 | Xrkwc |
| Commonwealth Bank of Australia ADR | CMWAY | $81.35 | $135.3 Bil | 8.61% | 29.62% | 5.63% | $99.60 | Jqy |
| HDFC Bank Ltd ADR | HDB | $56.78 | $133.4 Bil | −14.35% | −14.08% | −6.26% | $28.35 | Xgqwbkk |
| China Merchants Bank Co Ltd ADR | CIHKY | $25.26 | $128.5 Bil | 45.42% | 6.29% | −13.31% | $47.74 | Grhcwn |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $128.5 Bil | 46.23% | −3.52% | −14.13% | $4.12 | Xkbmhtd |
| 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% | $454.00 | Cbbtzv |
| Citigroup Inc | C | $64.07 | $122.2 Bil | 26.61% | 40.59% | −3.18% | $23.00 | Ptg |
| BlackRock Inc | BLK | $807.71 | $120.7 Bil | 0.68% | 27.92% | 0.77% | $679.00 | Bjlv |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.03 | $117.2 Bil | 16.49% | 46.74% | 22.85% | $1.00 | Lzycc |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $9.95 | $117.2 Bil | 19.35% | 53.72% | 24.06% | $34.24 | Xtdsk |
| Allianz SE | ALIZF | $286.48 | $113.8 Bil | 16.75% | 36.39% | 7.70% | $421.24 | Xlnk |
| Allianz SE ADR | ALIZY | $28.97 | $113.5 Bil | 14.12% | 34.47% | 7.48% | $51.00 | Dzgbr |
| Chubb Ltd | CB | $274.28 | $111.4 Bil | 21.74% | 39.61% | 19.04% | $236.00 | Dnxbmqj |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.72 | $110.8 Bil | 33.56% | −14.04% | −13.43% | $4.68 | Xyrn |
| China Life Insurance Co Ltd Class H | CILJF | $1.68 | $107.5 Bil | 31.25% | −5.50% | −2.29% | $2.87 | Phx |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $11.24 | $105.2 Bil | 29.82% | −13.00% | −14.17% | $78.48 | Kxw |
| Marsh & McLennan Companies Inc | MMC | $209.97 | $103.0 Bil | 11.57% | 19.49% | 17.34% | $946.00 | Tjgbdl |
| The Toronto-Dominion Bank | TD | $57.24 | $101.2 Bil | −9.08% | −1.65% | −3.62% | $68.00 | Wqs |
| UBS Group AG | UBS | $30.34 | $97.4 Bil | 0.45% | 58.85% | 26.90% | $28.50 | Xwbjn |
| ICICI Bank Ltd ADR | IBN | $27.10 | $95.3 Bil | 14.14% | 19.30% | 17.21% | $45.60 | Qjgqsm |
| Blackstone Inc | BX | $125.67 | $94.4 Bil | −2.66% | 54.12% | 16.13% | $158.00 | Jfnydt |
| AIA Group Ltd ADR | AAGIY | $33.80 | $94.0 Bil | −2.51% | −14.90% | −12.27% | $91.55 | Wcw |
| AIA Group Ltd | AAIGF | $8.40 | $94.0 Bil | −3.67% | −15.25% | −12.49% | $71.78 | Nfgb |
| KKR & Co Inc Ordinary Shares | KKR | $104.64 | $92.9 Bil | 26.71% | 113.56% | 24.32% | $25.00 | Kldtdr |
| BNP Paribas ADR | BNPQY | $37.27 | $88.9 Bil | 14.45% | 29.39% | 9.33% | $19.00 | Wyts |
| BNP Paribas Act. Cat.A | BNPQF | $78.99 | $88.9 Bil | 13.18% | 31.45% | 9.53% | $78.81 | Cffp |