Skip to Content

Financial Services Stocks

Companies that provide financial services, including banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies.

Subscribe to Morningstar Investor to get the full picture of a stock's potential. You'll get unlimited access to all our trusted ratings and key metrics on thousands of companies, plus independent analysis and pre-built screens from our seasoned stock analysts.
Name
Ticker
Previous Close Price
Market Cap
Market Return
YTD
Market Return
1 Year
Market Return
3 Year
Fair Value
Economic Moat
Hang Seng Bank Ltd ADRHSNGY$12.82$24.3 Bil13.06%−5.15%−8.16%$78.88Cby
ORIX Corp ADRIX$104.26$24.2 Bil11.59%23.31%10.72%$587.52Yzmxc
ORIX CorpORXCF$21.22$24.2 Bil19.14%30.39%13.52%$42.46Gwpc
China Everbright Bank Co Ltd Class HCEBCF$0.28$23.6 Bil−17.93%21.54%−9.88%$2.84Swq
First Citizens BancShares Inc Class BFCNCB$1,425.13$23.6 Bil9.86%52.95%23.41%$5,321.72Gtnq
Brown & Brown IncBRO$82.13$23.1 Bil15.68%35.31%18.24%$71.24Nwrd
China Minsheng Banking Corp Ltd ADRCMAKY$3.62$22.4 Bil13.13%10.15%−6.87%$2.61Xmnsw
State Street CorporationSTT$74.39$22.4 Bil−3.20%4.79%0.23%$14.00Mqdp
First Citizens BancShares Inc Class AFCNCA$1,622.72$22.3 Bil15.67%61.78%23.04%$1,325.12Pdbpj
Sampo Oyj Class ASAXPF$43.45$21.8 Bil0.30%2.45%6.43%$72.44Dqggsm
Standard Chartered PLC ADRSCBFY$16.87$21.7 Bil2.19%10.54%10.30%$64.26Pbnsf
Sampo Oyj ADRSAXPY$21.76$21.7 Bil−0.37%1.07%5.50%$86.25Wsnqhm
Tradeweb Markets IncTW$102.96$21.6 Bil13.40%44.86%9.03%$79.00Msfff
Swedbank AB ADRSWDBY$19.11$21.6 Bil2.06%13.48%8.99%$37.23Xkxr
Swedbank AB Class ASWDBF$19.90$21.6 Bil5.76%24.68%10.31%$42.97Dfdk
Standard Chartered PLCSCBFF$8.50$21.6 Bil4.19%8.61%11.44%$89.76Wxx
Dai-ichi Life Holdings Inc ADRDLICY$22.94$21.5 Bil8.20%24.55%22.85%$79.26Mynq
Dai-ichi Life Holdings IncDCNSF$23.68$21.5 Bil19.22%32.50%11.79%$86.19Vkwr
Societe Generale SASCGLF$26.90$21.5 Bil0.76%14.97%4.86%$79.23Hjpy
Societe Generale SA ADRSCGLY$5.48$21.5 Bil2.05%17.35%6.65%$1.50Tcnr
Erie Indemnity Co Class AERIE$382.66$20.2 Bil15.92%71.11%20.38%$534.39Zff
WR Berkley CorpWRB$77.85$20.0 Bil10.24%36.99%14.79%$16.00Bwvybd
Sompo Holdings Inc ADRSMPNY$9.89$19.8 Bil21.30%46.06%20.31%$5.72Bjts
Huntington Bancshares IncHBAN$13.63$19.8 Bil8.37%24.56%1.28%$26.64Zqsfy
Banco Santander (Brasil) SA ADRBSBR$5.29$19.7 Bil−17.10%7.50%0.32%$2.79Fcpw
Sompo Holdings IncNHOLF$19.64$19.5 Bil29.17%48.50%−3.55%$58.35Yqfv
LPL Financial Holdings IncLPLA$264.54$19.4 Bil16.35%29.38%21.70%$559.00Zbmldch
Markel Group IncMKL$1,462.36$19.3 Bil4.21%11.29%7.57%$6,413.00Pgsc
PKO Bank Polski SA ADRPSZKY$14.50$19.3 Bil182.31%182.31%22.09%$42.50Jppjs
KB Financial Group Inc ADRKB$49.67$19.3 Bil22.81%39.27%4.49%$34.82Cskpc
Erste Group Bank AG. ADREBKDY$23.91$19.2 Bil16.44%37.15%15.13%$87.26Bdbw
Erste Group Bank AG.EBKOF$46.25$19.2 Bil19.88%35.87%14.20%$99.94Bzkv
Principal Financial Group IncPFG$82.16$19.2 Bil5.31%11.98%12.75%$79.62Byc
Swiss Life Holding AG ADRSZLMY$34.24$19.1 Bil−1.23%6.88%14.52%$41.79Bft
Swiss Life Holding AGSWSDF$679.94$19.0 Bil0.66%10.66%14.44%$187.46Hrrx
Cincinnati Financial CorpCINF$119.92$18.9 Bil16.69%16.50%5.49%$823.66Stqxz
Cboe Global Markets IncCBOE$178.82$18.9 Bil0.77%29.93%21.11%$115.46Frmy
Legal & General Group PLC ADRLGGNY$15.90$18.5 Bil−2.81%7.71%−0.72%$35.20Hrmrqjl
Legal & General Group PLCLGGNF$3.08$18.5 Bil4.15%9.56%−0.30%$5.61Dsgv
Commerzbank AGCRZBF$14.25$18.4 Bil19.15%23.63%34.92%$67.22Pzmm
Svenska Handelsbanken AB Class ASVNLF$9.41$18.3 Bil−3.07%14.22%2.54%$99.24Nntlg
Svenska Handelsbanken AB ADRSVNLY$4.52$18.3 Bil−4.97%10.79%1.95%$4.43Qzqnf
Regions Financial CorpRF$19.77$18.2 Bil3.25%13.06%2.36%$46.00Skxs
Firstrand LtdFANDF$3.44$18.2 Bil−7.43%7.64%4.79%$3.63Lzwhj
Firstrand Ltd ADRFANDY$33.05$18.2 Bil−1.13%−4.27%3.33%$92.00Gbfmp
Commerzbank AG ADRCRZBY$14.83$17.9 Bil26.29%28.32%36.11%$27.73Xphs
Power Corporation of Canada Shs Subord.VotingPWCDF$27.05$17.8 Bil−4.07%8.31%4.25%$98.33Qwmt
Nomura Holdings IncNRSCF$5.70$17.7 Bil29.14%46.65%4.57%$3.65Jydd
Grupo Financiero Inbursa SAB de CV Series OGPFOF$2.98$17.4 Bil13.74%43.27%45.37%$8.34Sghdwms
Synchrony FinancialSYF$45.02$17.4 Bil18.54%55.51%5.52%$23.00Brhn

Sponsor Center

Sponsor Center