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 | $612,100.00 | $890.3 Bil | 13.49% | 23.41% | 12.10% | $385,972.00 | Gcgr |
| Berkshire Hathaway Inc Class B | BRK.B | $408.82 | $890.3 Bil | 15.53% | 27.57% | 12.12% | $138.00 | Glnmt |
| JPMorgan Chase & Co | JPM | $197.50 | $570.8 Bil | 18.15% | 48.75% | 9.37% | $486.00 | Bqss |
| Visa Inc Class A | V | $278.54 | $567.2 Bil | 8.03% | 22.23% | 8.13% | $441.00 | Qxcw |
| Mastercard Inc Class A | MA | $455.49 | $423.4 Bil | 6.94% | 18.60% | 7.10% | $365.00 | Ngwps |
| Bank of America Corp | BAC | $38.28 | $294.9 Bil | 14.91% | 44.18% | −0.78% | $47.00 | Nvhd |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.51 | $252.6 Bil | 18.42% | 8.82% | 2.98% | $33.18 | Xpppkpf |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.54 | $251.9 Bil | 10.20% | −0.55% | 1.49% | $8.91 | Bfszccy |
| Wells Fargo & Co | WFC | $61.28 | $213.5 Bil | 25.92% | 62.64% | 11.65% | $24.00 | Tmxx |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $207.9 Bil | 16.67% | 10.15% | 8.47% | $2.18 | Ykscsx |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.92 | $207.9 Bil | 18.65% | 19.80% | 11.65% | $84.53 | Gxkgmxq |
| American Express Co | AXP | $239.14 | $174.3 Bil | 30.03% | 64.65% | 16.17% | $397.00 | Zgk |
| Bank Of China Ltd Class H | BACHF | $0.46 | $171.8 Bil | 18.42% | 15.89% | 10.01% | $9.81 | Khrfn |
| China Construction Bank Corp Class H | CICHF | $0.68 | $171.8 Bil | 14.31% | 4.05% | 0.59% | $5.70 | Npmfpc |
| Bank Of China Ltd ADR | BACHY | $11.49 | $170.5 Bil | 25.44% | 22.23% | 12.46% | $95.79 | Cdzlwy |
| China Construction Bank Corp ADR | CICHY | $13.51 | $169.5 Bil | 20.81% | 11.34% | 2.99% | $75.29 | Pcdmxz |
| HSBC Holdings PLC ADR | HSBC | $43.49 | $164.0 Bil | 15.18% | 26.46% | 17.07% | $36.80 | Zzzpp |
| HSBC Holdings PLC | HBCYF | $8.56 | $162.5 Bil | 14.69% | 24.18% | 16.54% | $4.66 | Pljhfg |
| Morgan Stanley | MS | $98.11 | $159.7 Bil | 7.22% | 21.45% | 7.55% | $86.00 | Wzwjlx |
| The Goldman Sachs Group Inc | GS | $455.56 | $146.6 Bil | 16.57% | 40.18% | 8.55% | $215.00 | Hsnbtdw |
| Royal Bank of Canada | RY | $103.21 | $145.2 Bil | 4.06% | 11.24% | 4.86% | $237.00 | Bhgz |
| Charles Schwab Corp | SCHW | $75.44 | $137.9 Bil | 11.35% | 62.69% | 3.57% | $64.00 | Rzw |
| S&P Global Inc | SPGI | $431.57 | $135.3 Bil | −1.83% | 20.16% | 4.21% | $434.00 | Vmjn |
| HDFC Bank Ltd ADR | HDB | $55.33 | $131.0 Bil | −16.26% | −16.73% | −5.99% | $21.44 | Mklgvr |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $130.1 Bil | 1.56% | 18.17% | 3.19% | $65.77 | Qxttv |
| Commonwealth Bank of Australia ADR | CMWAY | $77.83 | $130.1 Bil | 3.96% | 21.85% | 5.19% | $61.67 | Cwjng |
| Progressive Corp | PGR | $213.72 | $125.2 Bil | 36.14% | 61.87% | 27.76% | $357.00 | Sphbwrj |
| Wells Fargo & Co Pref Share | WFCpC | $19.28 | $124.7 Bil | 6.15% | 18.66% | −3.49% | — | — |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $124.0 Bil | 46.23% | −1.18% | −13.99% | $5.24 | Sxmrs |
| Citigroup Inc | C | $63.32 | $121.2 Bil | 25.56% | 41.58% | −2.46% | $16.00 | Dcbc |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.16 | $120.7 Bil | 38.80% | −1.07% | −13.28% | $94.72 | Bjffds |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.00 | $120.5 Bil | 23.50% | 65.20% | 25.40% | $65.89 | Sgyrj |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.11 | $119.7 Bil | 19.74% | 64.30% | 24.79% | $8.00 | Fvnfd |
| BlackRock Inc | BLK | $796.67 | $115.7 Bil | −1.24% | 29.82% | −0.15% | $748.00 | Rvrs |
| Allianz SE | ALIZF | $288.92 | $112.0 Bil | 11.12% | 22.79% | 6.79% | $696.15 | Djntr |
| Allianz SE ADR | ALIZY | $28.30 | $110.8 Bil | 12.62% | 28.95% | 7.69% | $39.00 | Qzmyz |
| Chubb Ltd | CB | $251.95 | $103.5 Bil | 13.14% | 28.84% | 15.06% | $928.00 | Bhxfb |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.12 | $103.3 Bil | 13.78% | −24.18% | −16.98% | $1.14 | Wpn |
| Marsh & McLennan Companies Inc | MMC | $205.55 | $101.3 Bil | 9.24% | 15.44% | 15.61% | $362.00 | Jcpqh |
| China Life Insurance Co Ltd Class H | CILJF | $1.39 | $100.5 Bil | 15.63% | −20.61% | −4.30% | $6.51 | Cbpb |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.07 | $100.2 Bil | 16.08% | −24.99% | −16.64% | $67.48 | Hnnd |
| The Toronto-Dominion Bank | TD | $56.62 | $100.0 Bil | −10.80% | −2.84% | −3.13% | $91.00 | Lkmhw |
| UBS Group AG | UBS | $29.70 | $95.4 Bil | −1.62% | 56.78% | 26.45% | $29.90 | Sdfbz |
| ICICI Bank Ltd ADR | IBN | $26.75 | $94.1 Bil | 12.37% | 17.27% | 17.49% | $41.78 | Cpgtry |
| Blackstone Inc | BX | $119.80 | $92.5 Bil | −3.90% | 54.27% | 15.31% | $899.00 | Ngjbqx |
| AIA Group Ltd | AAIGF | $8.03 | $92.3 Bil | −5.74% | −18.43% | −12.12% | $41.41 | Xrrg |
| KKR & Co Inc Ordinary Shares | KKR | $102.22 | $91.5 Bil | 20.50% | 103.47% | 20.02% | $21.00 | Yzhnc |
| AIA Group Ltd ADR | AAGIY | $32.45 | $88.0 Bil | −5.05% | −18.55% | −12.39% | $99.71 | Hhbw |
| State Bank of India DR | SBKFF | $99.78 | $87.4 Bil | 34.38% | 46.10% | 31.14% | $366.87 | Dlfkx |
| BNP Paribas ADR | BNPQY | $38.23 | $85.8 Bil | 10.66% | 27.81% | 9.48% | $58.00 | Wnz |