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 A | BRK.A | $606,920.00 | $867.0 Bil | 11.59% | 20.41% | 13.16% | $796,428.00 | Qym |
| Berkshire Hathaway Inc Class B | BRK.B | $402.10 | $867.0 Bil | 12.42% | 22.04% | 13.04% | $627.00 | Zdgp |
| Visa Inc Class A | V | $274.52 | $556.2 Bil | 4.61% | 17.64% | 5.33% | $723.00 | Ptdq |
| JPMorgan Chase & Co | JPM | $193.49 | $555.1 Bil | 14.92% | 42.89% | 9.80% | $396.00 | Mvyc |
| Mastercard Inc Class A | MA | $462.42 | $425.2 Bil | 7.48% | 20.93% | 6.02% | $962.00 | Ctz |
| Bank of America Corp | BAC | $37.83 | $295.4 Bil | 12.24% | 31.45% | −0.77% | $53.00 | Qknjd |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $10.51 | $246.7 Bil | 9.26% | 7.31% | −1.10% | $17.18 | Qngfl |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.51 | $246.7 Bil | 3.06% | 1.64% | −2.83% | $7.55 | Vqzqll |
| Wells Fargo & Co | WFC | $59.91 | $209.4 Bil | 22.21% | 53.84% | 10.89% | $39.00 | Jhdy |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.41 | $208.3 Bil | 19.59% | 21.78% | 9.41% | $9.70 | Bxqmhm |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.32 | $208.3 Bil | 17.19% | 26.13% | 11.32% | $47.40 | Pcqymj |
| American Express Co | AXP | $235.64 | $171.9 Bil | 28.23% | 49.63% | 16.64% | $727.00 | Gsff |
| Bank Of China Ltd ADR | BACHY | $10.98 | $171.7 Bil | 20.90% | 23.19% | 11.13% | $51.11 | Fhjkjp |
| Bank Of China Ltd Class H | BACHF | $0.44 | $171.7 Bil | 20.79% | 24.64% | 11.41% | $2.74 | Qbwbwt |
| China Construction Bank Corp Class H | CICHF | $0.60 | $165.0 Bil | 9.98% | 7.20% | −0.69% | $9.77 | Lsgvbp |
| China Construction Bank Corp ADR | CICHY | $12.60 | $165.0 Bil | 8.85% | 5.51% | −0.63% | $22.25 | Ytmjqyr |
| HSBC Holdings PLC ADR | HSBC | $41.90 | $157.4 Bil | 7.86% | 25.45% | 14.87% | $68.40 | Nnrv |
| HSBC Holdings PLC | HBCYF | $8.24 | $157.4 Bil | 7.36% | 25.27% | 14.20% | $19.83 | Hyhldpw |
| Morgan Stanley | MS | $92.83 | $149.8 Bil | 0.60% | 6.16% | 6.63% | $58.00 | Srxjnz |
| The Goldman Sachs Group Inc | GS | $427.57 | $139.8 Bil | 12.39% | 28.57% | 9.10% | $283.00 | Rzhcwxr |
| HDFC Bank Ltd ADR | HDB | $58.34 | $139.4 Bil | −13.08% | −15.43% | −6.45% | $53.55 | Mlpkcr |
| Royal Bank of Canada | RY | $98.16 | $138.7 Bil | −1.10% | 2.73% | 4.42% | $851.00 | Whsv |
| Charles Schwab Corp | SCHW | $74.99 | $136.2 Bil | 8.74% | 44.64% | 2.49% | $96.00 | Tmlk |
| S&P Global Inc | SPGI | $415.78 | $130.0 Bil | −5.52% | 15.54% | 2.71% | $234.00 | Krwf |
| Wells Fargo & Co Pref Share | WFCpC | $19.23 | $124.7 Bil | 6.53% | 12.02% | −3.25% | — | — |
| Commonwealth Bank of Australia | CBAUF | $72.66 | $124.6 Bil | 0.09% | 12.59% | 5.58% | $72.95 | Mnb |
| Commonwealth Bank of Australia ADR | CMWAY | $74.09 | $124.6 Bil | 0.29% | 18.08% | 5.97% | $64.29 | Mcqxw |
| Progressive Corp | PGR | $208.03 | $121.0 Bil | 30.35% | 52.36% | 27.26% | $191.00 | Qdqlg |
| China Merchants Bank Co Ltd ADR | CIHKY | $21.76 | $119.8 Bil | 27.29% | −3.13% | −14.63% | $11.59 | Tbktdvn |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.01 | $119.8 Bil | 26.10% | −14.11% | −16.41% | $6.38 | Lzhsrt |
| Citigroup Inc | C | $62.66 | $118.8 Bil | 22.06% | 35.65% | −2.50% | $75.00 | Hxqs |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $9.91 | $115.3 Bil | 15.80% | 60.98% | 24.38% | $4.00 | Lmfpq |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $9.90 | $115.3 Bil | 18.76% | 59.70% | 25.46% | $79.34 | Bchz |
| BlackRock Inc | BLK | $762.88 | $113.2 Bil | −5.59% | 16.42% | −0.37% | $647.00 | Hwxd |
| Allianz SE | ALIZF | $294.70 | $111.6 Bil | 9.86% | 22.00% | 7.61% | $123.79 | Vpcps |
| Allianz SE ADR | ALIZY | $28.37 | $111.6 Bil | 6.82% | 18.89% | 6.86% | $26.00 | Szsr |
| The Toronto-Dominion Bank | TD | $59.38 | $104.9 Bil | −5.85% | 2.69% | −0.82% | $84.00 | Rtg |
| Chubb Ltd | CB | $245.45 | $101.2 Bil | 10.65% | 25.35% | 15.21% | $972.00 | Ctmxqc |
| China Life Insurance Co Ltd Class H | CILJF | $1.32 | $98.6 Bil | 4.30% | −26.15% | −7.95% | $3.36 | Dnq |
| Marsh & McLennan Companies Inc | MMC | $197.95 | $97.8 Bil | 5.50% | 11.73% | 14.82% | $638.00 | Hljqd |
| ICICI Bank Ltd ADR | IBN | $26.53 | $97.7 Bil | 15.23% | 21.60% | 18.23% | $42.60 | Dwqswk |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $9.10 | $97.3 Bil | 3.66% | −31.55% | −20.89% | $75.46 | Qjw |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $4.22 | $97.3 Bil | 3.78% | −30.90% | −21.26% | $4.88 | Vwjp |
| Blackstone Inc | BX | $122.49 | $91.6 Bil | −6.52% | 38.79% | 14.19% | $482.00 | Yndmphk |
| State Bank of India DR | SBKFF | $75.40 | $88.4 Bil | 38.18% | 64.00% | 33.85% | $328.74 | Qmjhsp |
| UBS Group AG | UBS | $27.38 | $88.1 Bil | −11.36% | 35.26% | 21.83% | $41.90 | Glqpl |
| KKR & Co Inc Ordinary Shares | KKR | $95.54 | $84.3 Bil | 15.20% | 80.78% | 19.58% | $81.00 | Kpnbpp |
| AIA Group Ltd | AAIGF | $6.73 | $82.2 Bil | −15.55% | −30.33% | −15.91% | $26.64 | Vxs |
| AIA Group Ltd ADR | AAGIY | $27.52 | $82.2 Bil | −14.62% | −30.43% | −15.85% | $31.48 | Rmsx |
| BNP Paribas ADR | BNPQY | $35.88 | $82.0 Bil | 4.29% | 18.77% | 8.66% | $28.00 | Wkgvv |