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
Jefferies Financial Group IncJEF$43.53$9.2 Bil11.09%46.29%15.55%$35.63Ycj
Assurant IncAIZ$173.83$9.2 Bil5.07%52.79%5.82%$594.29Wtyw
Houlihan Lokey Inc Class AHLI$127.97$9.0 Bil8.64%39.13%24.85%$561.25Vgqz
SEI Investments CoSEIC$67.00$8.8 Bil5.43%16.19%6.30%$76.00Mvfjfj
Banco de Sabadell SA ADRBNDSY$3.00$8.7 Bil40.55%33.77%43.97%$9.15Gpfv
Futu Holdings Ltd ADRFUTU$61.91$8.6 Bil13.33%33.83%−24.49%$86.29Vtxq
Banco Santander Chile ADRBSAC$18.12$8.6 Bil−2.54%7.02%−2.96%$53.00Qrwbp
Banco de Sabadell SABNDSF$1.53$8.6 Bil31.25%48.60%41.50%$6.78Znsg
Blue Owl Capital Inc Ordinary Shares - Class AOWL$18.70$8.6 Bil26.44%76.86%$71.13Gxlmqdb
Ageas SA/ NVAGESF$46.97$8.6 Bil11.44%13.99%−1.30%$46.62Fzwqf
Ageas SA/ NV ADRAGESY$47.24$8.6 Bil8.95%13.79%−1.58%$74.00Bhdr
T&D Holdings Inc ADRTDHOY$8.14$8.6 Bil4.65%32.56%13.93%$3.55Zlkx
T&D Holdings IncTDHOF$14.67$8.6 Bil−1.97%41.98%11.78%$23.58Mgtq
Old Republic International CorpORI$30.21$8.2 Bil4.00%23.95%13.82%$72.87Kzl
First Horizon CorpFHN$14.88$8.2 Bil6.14%−15.18%−2.45%$18.95Qtgd
BanColombia SA ADRCIB$32.62$8.1 Bil8.98%26.41%6.80%$74.35Xwd
ASX LtdASXFF$40.60$8.0 Bil−3.36%−9.53%−6.98%$37.53Lhhvk
SoFi Technologies Inc Ordinary SharesSOFI$7.26$8.0 Bil−23.82%27.61%$61.00Tmd
Kasikornbank Public Co Ltd Shs Foreign RegisteredKPCPF$3.21$8.0 Bil−10.31%−15.35%−6.06%$9.14Xggn
Kasikornbank Public Co Ltd Units Non-Voting Depository ReceiptKPCUF$3.36$8.0 Bil−6.91%−23.59%−5.26%$4.44Cbf
Kasikornbank Public Co Ltd ADRKPCPY$13.71$8.0 Bil−8.00%−1.41%−2.63%$16.93Jxmh
Stifel Financial CorpSF$77.25$7.9 Bil13.23%29.07%5.51%$64.00Phyy
ASX Ltd ADRASXFY$40.72$7.9 Bil−1.76%−7.17%−6.63%$39.28Vwkgc
Banca MediolanumBNMDF$10.45$7.8 Bil29.25%28.96%12.11%$52.66Lqqcvkw
MarketAxess Holdings IncMKTX$204.43$7.7 Bil−29.82%−36.49%−25.11%$152.00Bdty
Webster Financial CorpWBS$44.88$7.7 Bil−10.80%20.17%−2.33%$79.63Llcr
Eurobank Ergasias Services And Holdings SA ADREGFEY$0.94$7.7 Bil11.24%34.86%27.83%$6.17Qqms
Banca Mediolanum ADRBNCDY$20.06$7.7 Bil9.16%16.27%11.59%$79.85Rzwtnph
Washington H Soul Pattinson & Co LtdWSOUF$21.00$7.7 Bil3.69%8.05%18.91%$94.92Ftsh
Woori Financial Group Inc ADRWF$31.16$7.6 Bil7.80%26.11%10.11%$31.21Dvcvf
Sofina SASFNXF$230.88$7.6 Bil2.04%5.16%−9.91%$622.43Mqtwvk
Gjensidige Forsikring ASAGJNSF$15.23$7.6 Bil−2.40%−1.05%−7.65%$51.83Bqrldgm
Evercore Inc Class AEVR$192.08$7.6 Bil15.09%59.73%13.10%$799.00Mxtjwc
Gjensidige Forsikring ASA ADRGJNSY$15.30$7.5 Bil−14.16%−6.88%−10.24%$29.45Yhgvs
Eurobank Ergasias Services And Holdings SAEGFEF$1.90$7.5 Bil9.57%52.59%28.98%$6.84Prc
Bangkok Bank PCL Shs Foreign RegisteredBKKPF$3.41$7.5 Bil−9.57%−18.52%−0.31%$8.82Wwy
Schroders PLCSHNWF$5.12$7.4 Bil−3.45%−7.34%−10.71%$6.29Dzqwyhq
Mapfre SAMPFRF$2.51$7.4 Bil32.80%37.91%12.61%$2.43Xtnp
TMX Group LtdTMXXF$26.31$7.4 Bil10.46%31.22%8.15%$52.99Slstc
Mapfre SA ADRMPFRY$5.34$7.3 Bil21.41%19.08%12.91%$5.34Vvstm
Bangkok Bank PCL ADRBKKLY$20.29$7.3 Bil−12.66%−9.24%2.54%$67.87Yckj
Bangkok Bank PCL DRBGKKF$3.61$7.3 Bil−16.24%−13.90%−0.85%$7.36Jxvz
Primerica IncPRI$215.04$7.3 Bil6.50%22.51%12.06%$551.43Jqvsbr
Cullen/Frost Bankers IncCFR$113.27$7.3 Bil6.34%13.93%2.49%$382.15Kpnzt
Japan Post Insurance Co LtdJPPIF$18.52$7.3 Bil3.12%14.64%19.60%$67.78Xgdw
Baloise Holding AGBLHEF$157.49$7.2 Bil6.95%4.29%1.38%$879.11Flqx
Singapore Exchange LtdSPXCF$6.67$7.2 Bil−8.39%−4.39%−2.22%$5.24Jmv
Singapore Exchange Ltd ADRSPXCY$102.05$7.2 Bil−6.13%−2.53%−2.18%$385.25Zbjs
Commerce Bancshares IncCBSH$55.10$7.1 Bil3.67%8.05%−4.52%$58.26Gddhh
Intermediate Capital Group PLCICGUF$26.00$7.0 Bil25.00%82.98%2.29%$67.63Tjykp

Sponsor Center

Sponsor Center