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 | $611,560.00 | $883.9 Bil | 11.85% | 23.48% | 14.20% | $811,442.00 | Ksp |
| Berkshire Hathaway Inc Class B | BRK.B | $404.91 | $869.3 Bil | 12.74% | 25.45% | 14.08% | $956.00 | Vrk |
| Visa Inc Class A | V | $275.16 | $561.7 Bil | 5.83% | 18.99% | 6.78% | $992.00 | Crkp |
| JPMorgan Chase & Co | JPM | $193.37 | $555.4 Bil | 15.04% | 46.22% | 10.95% | $838.00 | Djm |
| Mastercard Inc Class A | MA | $462.11 | $431.4 Bil | 8.66% | 26.06% | 6.58% | $555.00 | Qlkzz |
| Bank of America Corp | BAC | $37.91 | $297.6 Bil | 13.07% | 36.32% | 0.87% | $17.00 | Nwchb |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $10.61 | $247.1 Bil | 8.13% | 6.48% | −1.65% | $25.70 | Bpfxx |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.50 | $247.1 Bil | 3.06% | 1.07% | −3.24% | $2.26 | Sckxgy |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.28 | $211.7 Bil | 17.92% | 26.99% | 11.65% | $98.94 | Zvbgrs |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.44 | $210.0 Bil | 21.08% | 23.26% | 9.88% | $4.97 | Xbpnl |
| Wells Fargo & Co | WFC | $59.93 | $209.8 Bil | 22.43% | 55.25% | 12.69% | $72.00 | Qzxc |
| American Express Co | AXP | $239.12 | $170.5 Bil | 27.26% | 53.47% | 19.06% | $669.00 | Dpk |
| Bank Of China Ltd ADR | BACHY | $11.06 | $169.7 Bil | 15.99% | 18.88% | 10.60% | $86.73 | Zqnhc |
| Bank Of China Ltd Class H | BACHF | $0.45 | $169.7 Bil | 15.79% | 21.73% | 10.24% | $9.63 | Gtvzsy |
| China Construction Bank Corp Class H | CICHF | $0.61 | $162.1 Bil | 3.07% | 1.21% | −0.97% | $6.95 | Mmght |
| China Construction Bank Corp ADR | CICHY | $12.72 | $162.1 Bil | 6.15% | 3.21% | −1.36% | $18.17 | Rhjtkfg |
| HSBC Holdings PLC | HBCYF | $7.89 | $156.7 Bil | 6.81% | 25.89% | 17.48% | $9.61 | Zsrhz |
| HSBC Holdings PLC ADR | HSBC | $41.81 | $156.0 Bil | 7.17% | 26.43% | 17.68% | $18.00 | Zbmm |
| Morgan Stanley | MS | $92.56 | $150.6 Bil | 0.46% | 8.72% | 7.63% | $82.00 | Pjpgb |
| Royal Bank of Canada | RY | $97.68 | $138.9 Bil | −0.93% | 5.42% | 5.22% | $113.00 | Qflfs |
| HDFC Bank Ltd ADR | HDB | $58.33 | $137.7 Bil | −13.07% | −15.25% | −5.57% | $54.40 | Cnnzvn |
| Charles Schwab Corp | SCHW | $74.89 | $136.8 Bil | 9.36% | 50.18% | 4.63% | $22.00 | Qsyt |
| The Goldman Sachs Group Inc | GS | $420.05 | $136.3 Bil | 11.55% | 30.24% | 9.83% | $146.00 | Ppksmck |
| S&P Global Inc | SPGI | $415.50 | $133.2 Bil | −5.41% | 23.32% | 3.52% | $576.00 | Zbxd |
| Commonwealth Bank of Australia | CBAUF | $72.66 | $125.0 Bil | 0.09% | 12.59% | 5.95% | $63.59 | Tjwc |
| Wells Fargo & Co Pref Share | WFCpC | $19.21 | $124.7 Bil | 5.88% | 11.49% | −3.59% | — | — |
| Commonwealth Bank of Australia ADR | CMWAY | $74.89 | $123.3 Bil | −0.93% | 17.45% | 5.78% | $32.91 | Qqq |
| Progressive Corp | PGR | $210.07 | $121.8 Bil | 31.20% | 56.29% | 28.42% | $392.00 | Xlkfmt |
| Citigroup Inc | C | $61.79 | $119.5 Bil | 22.84% | 38.20% | −1.58% | $25.00 | Rchx |
| China Merchants Bank Co Ltd ADR | CIHKY | $21.76 | $118.3 Bil | 25.27% | −8.28% | −14.58% | $23.35 | Ztldpf |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.01 | $118.3 Bil | 26.10% | −14.11% | −15.81% | $1.54 | Nmbqdv |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $9.90 | $117.4 Bil | 18.76% | 59.70% | 26.16% | $28.19 | Lnrrv |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.06 | $117.3 Bil | 15.10% | 59.51% | 25.14% | $4.00 | Sdgfm |
| BlackRock Inc | BLK | $757.65 | $112.7 Bil | −6.04% | 17.89% | 0.06% | $787.00 | Wwtjg |
| Allianz SE | ALIZF | $291.30 | $110.0 Bil | 11.12% | 25.99% | 7.47% | $361.26 | Lbd |
| Allianz SE ADR | ALIZY | $28.53 | $110.0 Bil | 6.29% | 21.04% | 6.79% | $13.00 | Llfsl |
| The Toronto-Dominion Bank | TD | $59.11 | $105.1 Bil | −5.77% | 4.71% | −0.09% | $53.00 | Qpxj |
| Chubb Ltd | CB | $245.96 | $99.9 Bil | 8.99% | 25.47% | 15.44% | $561.00 | Hjplbf |
| Marsh & McLennan Companies Inc | MMC | $201.47 | $97.5 Bil | 7.08% | 14.91% | 17.82% | $957.00 | Gjqbgwd |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $8.98 | $95.8 Bil | 0.89% | −27.84% | −21.46% | $59.61 | Mmgb |
| China Life Insurance Co Ltd Class H | CILJF | $1.22 | $94.8 Bil | 3.13% | −21.13% | −7.93% | $4.16 | Xvkwq |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $4.22 | $94.5 Bil | −6.22% | −30.69% | −23.37% | $7.65 | Xkn |
| ICICI Bank Ltd ADR | IBN | $26.60 | $93.9 Bil | 11.28% | 19.94% | 18.88% | $86.57 | Hpytj |
| Blackstone Inc | BX | $123.36 | $93.0 Bil | −5.09% | 48.48% | 15.77% | $568.00 | Knyyyz |
| UBS Group AG | UBS | $27.49 | $88.1 Bil | −11.04% | 40.26% | 22.66% | $12.20 | Gwbhn |
| KKR & Co Inc Ordinary Shares | KKR | $94.87 | $85.6 Bil | 15.52% | 91.25% | 20.57% | $67.00 | Myxzmf |
| BNP Paribas ADR | BNPQY | $36.80 | $81.5 Bil | 3.28% | 20.37% | 9.81% | $11.00 | Svwq |
| BNP Paribas Act. Cat.A | BNPQF | $71.69 | $81.5 Bil | 4.66% | 21.48% | 10.32% | $74.67 | Hrs |
| Banco Santander SA | BCDRF | $4.98 | $81.4 Bil | 37.63% | 51.38% | 18.46% | $4.37 | Gygh |
| AXA SA | AXAHF | $36.70 | $80.9 Bil | 12.95% | 18.25% | 14.19% | $27.20 | Lsr |