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 | $622,000.00 | $890.3 Bil | 14.44% | 26.43% | 12.98% | $715,475.00 | Kjlt |
| Berkshire Hathaway Inc Class B | BRK.B | $412.05 | $890.3 Bil | 15.53% | 27.57% | 12.12% | $688.00 | Qlfvt |
| JPMorgan Chase & Co | JPM | $198.77 | $570.8 Bil | 18.15% | 48.75% | 9.37% | $637.00 | Yrr |
| Visa Inc Class A | V | $280.74 | $567.2 Bil | 7.51% | 21.39% | 8.28% | $789.00 | Vczzg |
| Mastercard Inc Class A | MA | $456.98 | $423.4 Bil | 7.64% | 20.50% | 8.84% | $377.00 | Kxpq |
| Bank of America Corp | BAC | $38.45 | $294.9 Bil | 14.91% | 44.18% | −0.78% | $26.00 | Kghll |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.51 | $252.6 Bil | 19.19% | 13.63% | 3.33% | $56.45 | Yzjlhn |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.54 | $251.9 Bil | 10.20% | −0.55% | 0.46% | $5.19 | Bkksw |
| Wells Fargo & Co | WFC | $61.89 | $213.5 Bil | 25.88% | 67.14% | 11.75% | $41.00 | Zsqqj |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $207.9 Bil | 16.67% | 10.15% | 9.21% | $5.16 | Dzlpgz |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.92 | $207.9 Bil | 24.79% | 31.51% | 13.47% | $13.16 | Tcztvc |
| American Express Co | AXP | $242.30 | $174.3 Bil | 30.03% | 64.65% | 16.17% | $968.00 | Qcgcd |
| Bank Of China Ltd Class H | BACHF | $0.46 | $171.8 Bil | 21.71% | 18.86% | 12.12% | $1.12 | Nfvldw |
| China Construction Bank Corp Class H | CICHF | $0.68 | $171.8 Bil | 22.03% | 14.78% | 2.46% | $5.44 | Jvxfmf |
| Bank Of China Ltd ADR | BACHY | $11.87 | $170.5 Bil | 25.23% | 24.80% | 12.25% | $35.38 | Wdmkzfc |
| China Construction Bank Corp ADR | CICHY | $14.34 | $169.5 Bil | 20.81% | 11.34% | 2.99% | $49.44 | Wvtkxny |
| HSBC Holdings PLC ADR | HSBC | $43.60 | $164.0 Bil | 15.18% | 26.46% | 17.07% | $46.10 | Ywstb |
| HSBC Holdings PLC | HBCYF | $8.56 | $162.5 Bil | 17.06% | 29.32% | 18.05% | $7.75 | Lxqqnd |
| Morgan Stanley | MS | $98.28 | $159.7 Bil | 7.22% | 21.45% | 7.55% | $38.00 | Ypqnnls |
| The Goldman Sachs Group Inc | GS | $454.73 | $146.6 Bil | 18.59% | 44.31% | 9.36% | $179.00 | Zlqfjd |
| Royal Bank of Canada | RY | $103.21 | $145.2 Bil | 4.06% | 11.24% | 4.86% | $538.00 | Dscy |
| Charles Schwab Corp | SCHW | $76.11 | $137.9 Bil | 9.30% | 54.68% | 3.20% | $72.00 | Pvfd |
| S&P Global Inc | SPGI | $431.57 | $135.3 Bil | −1.83% | 20.16% | 4.21% | $336.00 | Czz |
| HDFC Bank Ltd ADR | HDB | $55.50 | $131.0 Bil | −16.26% | −16.73% | −5.99% | $17.78 | Mgmrbz |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $130.1 Bil | 1.56% | 18.16% | 3.51% | $58.63 | Dmkb |
| Commonwealth Bank of Australia ADR | CMWAY | $77.81 | $130.1 Bil | 5.29% | 24.30% | 5.35% | $83.16 | Ptpr |
| Progressive Corp | PGR | $215.76 | $125.2 Bil | 36.06% | 61.42% | 27.51% | $563.00 | Fjjnnc |
| Wells Fargo & Co Pref Share | WFCpC | $19.24 | $124.7 Bil | 6.26% | 18.16% | −2.81% | — | — |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $124.0 Bil | 46.23% | −1.18% | −13.99% | $2.75 | Tdfkd |
| Citigroup Inc | C | $63.53 | $121.2 Bil | 25.31% | 44.16% | −2.59% | $19.00 | Twrlm |
| China Merchants Bank Co Ltd ADR | CIHKY | $24.11 | $120.7 Bil | 38.80% | −1.07% | −13.28% | $28.77 | Pghxwr |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.30 | $120.5 Bil | 22.31% | 62.37% | 25.02% | $98.68 | Mmqyd |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.31 | $119.7 Bil | 19.40% | 62.55% | 24.90% | $1.00 | Ptrl |
| BlackRock Inc | BLK | $796.67 | $115.7 Bil | −2.02% | 25.63% | 0.33% | $537.00 | Sxjr |
| Allianz SE | ALIZF | $284.04 | $112.0 Bil | 12.71% | 26.93% | 7.30% | $312.93 | Nbsm |
| Allianz SE ADR | ALIZY | $28.56 | $110.8 Bil | 12.62% | 28.95% | 7.69% | $76.00 | Njrfk |
| Chubb Ltd | CB | $254.84 | $103.5 Bil | 13.01% | 28.82% | 16.15% | $425.00 | Ycrrzm |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.12 | $103.3 Bil | 13.78% | −24.18% | −16.62% | $3.96 | Qzg |
| Marsh & McLennan Companies Inc | MMC | $205.55 | $101.3 Bil | 9.24% | 15.44% | 15.61% | $115.00 | Xntkyb |
| China Life Insurance Co Ltd Class H | CILJF | $1.48 | $100.5 Bil | 15.63% | −20.61% | −4.30% | $6.44 | Wbfc |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.47 | $100.2 Bil | 16.08% | −24.99% | −16.64% | $85.48 | Ybgmw |
| The Toronto-Dominion Bank | TD | $56.62 | $100.0 Bil | −9.82% | −1.74% | −3.10% | $83.00 | Wgrcz |
| UBS Group AG | UBS | $29.70 | $95.4 Bil | −1.62% | 56.78% | 26.45% | $95.60 | Pvznwm |
| ICICI Bank Ltd ADR | IBN | $26.79 | $94.1 Bil | 12.37% | 17.27% | 17.49% | $47.24 | Vgcghsj |
| Blackstone Inc | BX | $124.04 | $92.5 Bil | −5.36% | 51.45% | 16.18% | $916.00 | Msdpr |
| AIA Group Ltd | AAIGF | $8.22 | $92.3 Bil | −3.50% | −15.02% | −10.76% | $78.56 | Wmy |
| KKR & Co Inc Ordinary Shares | KKR | $103.13 | $91.5 Bil | 21.40% | 108.45% | 22.88% | $87.00 | Krjpzj |
| AIA Group Ltd ADR | AAGIY | $32.92 | $88.0 Bil | −5.05% | −18.55% | −12.39% | $63.89 | Wjkzw |
| State Bank of India DR | SBKFF | $99.78 | $87.4 Bil | 34.38% | 46.10% | 31.14% | $594.13 | Vmnr |
| BNP Paribas ADR | BNPQY | $38.45 | $85.8 Bil | 12.00% | 29.44% | 9.23% | $37.00 | Yfpc |