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 | $411.22 | $888.6 Bil | 15.30% | 27.51% | 12.75% | $122.00 | Lrjy |
| Berkshire Hathaway Inc Class A | BRK.A | $622,000.00 | $888.6 Bil | 14.44% | 26.43% | 12.98% | $718,674.00 | Nswx |
| Visa Inc Class A | V | $280.74 | $571.7 Bil | 7.51% | 21.39% | 8.28% | $674.00 | Fjhfr |
| JPMorgan Chase & Co | JPM | $198.73 | $570.7 Bil | 18.12% | 51.36% | 9.30% | $195.00 | Bgcpf |
| Mastercard Inc Class A | MA | $456.98 | $425.5 Bil | 7.64% | 20.50% | 8.84% | $313.00 | Mbyq |
| Bank of America Corp | BAC | $38.21 | $298.8 Bil | 14.20% | 44.52% | −0.81% | $28.00 | Mbhz |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.51 | $252.2 Bil | 19.19% | 13.63% | 3.33% | $42.65 | Bdhzxh |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.54 | $252.2 Bil | 10.20% | −0.55% | 0.46% | $8.39 | Nnjkyh |
| Wells Fargo & Co | WFC | $61.26 | $213.6 Bil | 25.88% | 67.14% | 11.75% | $66.00 | Cxks |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $208.2 Bil | 16.67% | 10.15% | 9.21% | $8.78 | Sdtpv |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.92 | $208.2 Bil | 24.79% | 31.51% | 13.47% | $77.85 | Myryw |
| China Construction Bank Corp Class H | CICHF | $0.72 | $182.6 Bil | 22.03% | 14.78% | 2.46% | $8.14 | Cqntmb |
| China Construction Bank Corp ADR | CICHY | $14.34 | $182.6 Bil | 21.15% | 15.16% | 3.67% | $28.85 | Myzsch |
| American Express Co | AXP | $242.30 | $171.7 Bil | 28.08% | 63.02% | 16.74% | $936.00 | Ryyy |
| Bank Of China Ltd ADR | BACHY | $11.87 | $170.0 Bil | 25.23% | 24.80% | 12.25% | $26.82 | Nhsxkg |
| Bank Of China Ltd Class H | BACHF | $0.46 | $170.0 Bil | 21.71% | 18.86% | 12.12% | $6.74 | Tqzwjtl |
| HSBC Holdings PLC ADR | HSBC | $43.97 | $164.7 Bil | 16.10% | 28.17% | 18.17% | $91.70 | Zpz |
| HSBC Holdings PLC | HBCYF | $8.75 | $164.7 Bil | 17.06% | 29.32% | 18.05% | $25.25 | Ywbc |
| Morgan Stanley | MS | $98.28 | $160.2 Bil | 7.52% | 23.75% | 8.32% | $75.00 | Jcsszy |
| Royal Bank of Canada | RY | $103.21 | $147.8 Bil | 5.45% | 13.30% | 5.24% | $278.00 | Lnt |
| The Goldman Sachs Group Inc | GS | $453.56 | $146.3 Bil | 18.29% | 45.32% | 10.27% | $191.00 | Nhvqmh |
| Charles Schwab Corp | SCHW | $76.11 | $136.6 Bil | 9.30% | 54.68% | 3.20% | $29.00 | Qptl |
| S&P Global Inc | SPGI | $431.57 | $133.9 Bil | −2.63% | 20.11% | 4.89% | $469.00 | Pzc |
| HDFC Bank Ltd ADR | HDB | $55.90 | $132.5 Bil | −15.66% | −16.70% | −5.78% | $63.74 | Fhlxsk |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $131.5 Bil | 1.56% | 18.16% | 3.51% | $75.33 | Bpyy |
| Commonwealth Bank of Australia ADR | CMWAY | $78.82 | $131.5 Bil | 5.29% | 24.30% | 5.35% | $28.44 | Rjm |
| China Merchants Bank Co Ltd ADR | CIHKY | $24.11 | $125.0 Bil | 43.01% | 4.61% | −11.87% | $57.99 | Mrvt |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $125.0 Bil | 46.23% | −2.94% | −14.13% | $9.76 | Jfzy |
| Wells Fargo & Co Pref Share | WFCpC | $19.30 | $124.7 Bil | 6.26% | 18.16% | −2.81% | — | — |
| Progressive Corp | PGR | $212.41 | $124.4 Bil | 33.95% | 60.05% | 26.73% | $497.00 | Ybnsc |
| Citigroup Inc | C | $63.53 | $120.9 Bil | 25.31% | 44.16% | −2.59% | $45.00 | Tdjy |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.28 | $120.7 Bil | 19.40% | 62.55% | 24.90% | $5.00 | Mzjz |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.20 | $120.7 Bil | 22.31% | 62.37% | 25.02% | $32.75 | Nfsxf |
| BlackRock Inc | BLK | $790.33 | $117.4 Bil | −2.02% | 25.63% | 0.33% | $218.00 | Ztl |
| Allianz SE | ALIZF | $284.04 | $112.2 Bil | 12.71% | 30.53% | 7.01% | $411.54 | Gdvd |
| Allianz SE ADR | ALIZY | $28.56 | $112.2 Bil | 13.03% | 31.40% | 7.75% | $68.00 | Qmhp |
| Chubb Ltd | CB | $254.84 | $103.4 Bil | 13.01% | 28.82% | 16.15% | $132.00 | Mfnct |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.47 | $102.7 Bil | 17.41% | −20.44% | −15.98% | $12.89 | Nqnwk |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.12 | $102.7 Bil | 13.78% | −24.18% | −16.62% | $2.66 | Tlvs |
| China Life Insurance Co Ltd Class H | CILJF | $1.50 | $101.9 Bil | 17.19% | −15.23% | −3.77% | $7.14 | Xxy |
| Marsh & McLennan Companies Inc | MMC | $205.55 | $101.3 Bil | 9.24% | 14.99% | 16.51% | $761.00 | Zqvnzh |
| The Toronto-Dominion Bank | TD | $56.76 | $100.3 Bil | −9.82% | −1.74% | −3.10% | $53.00 | Cmh |
| UBS Group AG | UBS | $29.70 | $95.9 Bil | −1.68% | 58.56% | 26.87% | $97.40 | Bzhxkf |
| ICICI Bank Ltd ADR | IBN | $26.79 | $94.9 Bil | 12.84% | 17.90% | 18.88% | $98.26 | Zcyqjb |
| AIA Group Ltd | AAIGF | $8.22 | $92.6 Bil | −3.50% | −15.02% | −10.76% | $55.93 | Xnm |
| AIA Group Ltd ADR | AAGIY | $32.92 | $92.6 Bil | −3.95% | −15.67% | −10.84% | $77.86 | Wgrb |
| Blackstone Inc | BX | $122.13 | $91.8 Bil | −5.36% | 51.45% | 16.18% | $576.00 | Swlpm |
| KKR & Co Inc Ordinary Shares | KKR | $103.13 | $89.0 Bil | 21.40% | 108.45% | 22.88% | $22.00 | Hdzyj |
| BNP Paribas ADR | BNPQY | $38.45 | $87.2 Bil | 12.00% | 29.44% | 9.23% | $89.00 | Ynkl |
| BNP Paribas Act. Cat.A | BNPQF | $76.47 | $86.8 Bil | 9.56% | 27.82% | 8.47% | $81.99 | Btklx |