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 | $407.41 | $880.7 Bil | 14.23% | 27.24% | 12.03% | $541.00 | Jnz |
| Berkshire Hathaway Inc Class A | BRK.A | $615,900.00 | $880.7 Bil | 13.50% | 26.59% | 12.25% | $389,112.00 | Xfnz |
| JPMorgan Chase & Co | JPM | $200.71 | $576.4 Bil | 19.29% | 51.44% | 9.18% | $291.00 | Zftd |
| Visa Inc Class A | V | $274.49 | $561.6 Bil | 5.83% | 24.41% | 6.84% | $214.00 | Pmnr |
| Mastercard Inc Class A | MA | $451.18 | $419.4 Bil | 6.09% | 23.10% | 7.11% | $253.00 | Rskb |
| Bank of America Corp | BAC | $39.70 | $310.5 Bil | 18.62% | 44.63% | −0.24% | $62.00 | Ytbxc |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.93 | $259.2 Bil | 22.74% | 17.81% | 4.43% | $49.32 | Swjnl |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.61 | $259.2 Bil | 24.38% | 12.82% | 4.79% | $8.63 | Ptkpnv |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $214.4 Bil | 16.67% | 21.18% | 10.03% | $5.96 | Bskgy |
| Agricultural Bank of China Ltd ADR | ACGBY | $12.17 | $214.4 Bil | 26.77% | 34.79% | 13.39% | $18.17 | Ybd |
| Wells Fargo & Co | WFC | $60.21 | $209.9 Bil | 23.75% | 50.75% | 11.27% | $83.00 | Mbtvf |
| China Construction Bank Corp Class H | CICHF | $0.75 | $189.0 Bil | 27.01% | 14.85% | 4.23% | $3.39 | Dnybv |
| China Construction Bank Corp ADR | CICHY | $14.83 | $188.4 Bil | 24.94% | 22.30% | 4.30% | $31.12 | Zct |
| Bank Of China Ltd ADR | BACHY | $12.45 | $174.9 Bil | 31.57% | 32.42% | 13.92% | $95.63 | Fjbl |
| Bank Of China Ltd Class H | BACHF | $0.50 | $174.9 Bil | 31.58% | 23.77% | 15.22% | $8.52 | Nnhbw |
| American Express Co | AXP | $238.18 | $171.3 Bil | 27.83% | 59.69% | 15.53% | $838.00 | Rhwv |
| HSBC Holdings PLC ADR | HSBC | $44.38 | $165.7 Bil | 17.11% | 30.31% | 17.97% | $35.20 | Yftv |
| HSBC Holdings PLC | HBCYF | $8.70 | $165.7 Bil | 16.43% | 29.70% | 17.67% | $7.47 | Rpnv |
| Morgan Stanley | MS | $98.97 | $160.8 Bil | 7.96% | 26.04% | 6.48% | $14.00 | Dmzldk |
| Royal Bank of Canada | RY | $105.30 | $149.1 Bil | 6.13% | 20.01% | 4.48% | $913.00 | Vypn |
| The Goldman Sachs Group Inc | GS | $461.18 | $148.7 Bil | 20.26% | 47.57% | 9.89% | $763.00 | Zpjyxy |
| HDFC Bank Ltd ADR | HDB | $58.00 | $139.9 Bil | −12.53% | −9.66% | −7.26% | $76.85 | Wwxhlc |
| S&P Global Inc | SPGI | $438.24 | $137.1 Bil | −0.31% | 24.05% | 5.76% | $793.00 | Sjns |
| Commonwealth Bank of Australia ADR | CMWAY | $79.26 | $133.2 Bil | 5.86% | 26.39% | 4.32% | $88.84 | Mfxqc |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $133.1 Bil | 1.56% | 18.19% | 3.03% | $83.12 | Dmqzw |
| Charles Schwab Corp | SCHW | $72.27 | $132.1 Bil | 5.77% | 40.69% | 1.07% | $81.00 | Rhyb |
| Wells Fargo & Co Pref Share | WFCpC | $19.42 | $124.7 Bil | 6.91% | 16.69% | −3.31% | — | — |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $123.6 Bil | 46.23% | 1.70% | −14.75% | $6.68 | Ctz |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.32 | $122.0 Bil | 34.25% | 4.59% | −14.68% | $45.60 | Frc |
| Citigroup Inc | C | $63.58 | $121.3 Bil | 25.66% | 47.67% | −3.66% | $87.00 | Qfhtl |
| Progressive Corp | PGR | $203.91 | $119.4 Bil | 28.62% | 55.94% | 28.62% | $429.00 | Twnrlr |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.06 | $118.9 Bil | 16.84% | 54.07% | 21.98% | $87.18 | Dwwg |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.00 | $118.9 Bil | 19.95% | 53.78% | 22.74% | $51.38 | Trz |
| BlackRock Inc | BLK | $781.90 | $116.2 Bil | −3.05% | 22.44% | −1.29% | $792.00 | Ggls |
| Allianz SE | ALIZF | $287.46 | $113.0 Bil | 14.00% | 34.39% | 7.04% | $147.34 | Cjk |
| Allianz SE ADR | ALIZY | $28.72 | $113.0 Bil | 13.18% | 36.87% | 7.11% | $21.00 | Mnbvs |
| Chubb Ltd | CB | $264.76 | $107.5 Bil | 17.53% | 38.20% | 18.13% | $114.00 | Bhhhrt |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.40 | $106.9 Bil | 20.00% | −12.47% | −16.26% | $5.47 | Jdllw |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.75 | $106.9 Bil | 19.18% | −12.05% | −16.13% | $86.46 | Grdz |
| China Life Insurance Co Ltd Class H | CILJF | $1.59 | $104.6 Bil | 24.22% | −6.84% | −2.17% | $2.51 | Zxtf |
| Marsh & McLennan Companies Inc | MMC | $207.89 | $102.4 Bil | 10.47% | 21.77% | 16.41% | $487.00 | Trvyh |
| The Toronto-Dominion Bank | TD | $56.56 | $99.1 Bil | −10.13% | −0.31% | −3.89% | $82.00 | Lgp |
| UBS Group AG | UBS | $30.87 | $98.7 Bil | 2.17% | 60.50% | 26.53% | $45.50 | Hcjtbj |
| ICICI Bank Ltd ADR | IBN | $27.32 | $95.6 Bil | 14.60% | 21.26% | 15.74% | $92.97 | Hctrzl |
| KKR & Co Inc Ordinary Shares | KKR | $106.43 | $94.4 Bil | 28.87% | 116.63% | 25.11% | $51.00 | Fxyzdty |
| Blackstone Inc | BX | $123.64 | $92.9 Bil | −4.21% | 52.72% | 14.09% | $238.00 | Zmbmyv |
| State Bank of India DR | SBKFF | $92.15 | $89.6 Bil | 26.32% | 37.45% | 28.54% | $18.84 | Hphz |
| AIA Group Ltd | AAIGF | $7.68 | $88.8 Bil | −11.88% | −21.28% | −14.23% | $2.38 | Xrkf |
| AIA Group Ltd ADR | AAGIY | $31.24 | $88.8 Bil | −9.89% | −19.22% | −14.05% | $94.93 | Ynm |
| Sumitomo Mitsui Financial Group Inc | SMFNF | $61.19 | $83.1 Bil | 31.16% | 57.54% | 22.53% | $73.58 | Dzpt |