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 B | BRK.B | $412.76 | $893.4 Bil | 15.83% | 27.60% | 12.43% | $418.00 | Wzxkd |
| Berkshire Hathaway Inc Class A | BRK.A | $622,815.02 | $893.4 Bil | 15.20% | 25.37% | 12.65% | $245,778.00 | Fmzr |
| JPMorgan Chase & Co | JPM | $202.11 | $581.4 Bil | 20.32% | 53.90% | 9.38% | $526.00 | Jbzl |
| Visa Inc Class A | V | $281.50 | $572.6 Bil | 7.89% | 22.29% | 7.89% | $122.00 | Dlknm |
| Mastercard Inc Class A | MA | $458.00 | $425.5 Bil | 7.90% | 21.33% | 8.54% | $199.00 | Thy |
| Bank of America Corp | BAC | $38.91 | $306.7 Bil | 16.28% | 44.12% | −0.66% | $99.00 | Glv |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.57 | $254.4 Bil | 10.20% | −0.55% | 0.46% | $4.16 | Kmzbbkp |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.41 | $250.2 Bil | 16.77% | 11.48% | 2.30% | $63.31 | Mbfjh |
| Wells Fargo & Co | WFC | $62.34 | $212.9 Bil | 27.16% | 68.82% | 11.67% | $52.00 | Mhzr |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $207.3 Bil | 16.67% | 10.15% | 9.21% | $6.62 | Kdmftt |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.69 | $206.0 Bil | 21.80% | 25.12% | 12.18% | $37.83 | Cmcfyh |
| China Construction Bank Corp ADR | CICHY | $14.32 | $180.5 Bil | 27.34% | 19.52% | 4.36% | $19.87 | Rjk |
| China Construction Bank Corp Class H | CICHF | $0.70 | $180.4 Bil | 23.38% | 16.08% | 3.99% | $7.45 | Lxbv |
| American Express Co | AXP | $241.53 | $173.6 Bil | 29.51% | 64.29% | 16.39% | $212.00 | Pbgz |
| Bank Of China Ltd ADR | BACHY | $11.80 | $171.9 Bil | 30.83% | 27.88% | 13.56% | $68.46 | Gvq |
| Bank Of China Ltd Class H | BACHF | $0.46 | $168.3 Bil | 26.32% | 24.84% | 12.85% | $5.98 | Cmhj |
| HSBC Holdings PLC ADR | HSBC | $44.77 | $166.1 Bil | 18.07% | 27.12% | 18.06% | $41.40 | Fzzq |
| HSBC Holdings PLC | HBCYF | $8.91 | $166.1 Bil | 19.06% | 31.49% | 18.44% | $68.66 | Bddx |
| Morgan Stanley | MS | $100.52 | $161.8 Bil | 9.62% | 25.28% | 7.93% | $19.00 | Zrhbfnb |
| The Goldman Sachs Group Inc | GS | $466.09 | $150.3 Bil | 21.13% | 48.15% | 10.09% | $873.00 | Dvhzfg |
| Royal Bank of Canada | RY | $105.49 | $147.3 Bil | 6.32% | 12.65% | 5.19% | $775.00 | Yjs |
| Charles Schwab Corp | SCHW | $78.68 | $142.7 Bil | 15.09% | 56.42% | 3.57% | $67.00 | Gqn |
| Commonwealth Bank of Australia ADR | CMWAY | $79.49 | $137.1 Bil | 7.56% | 26.41% | 5.53% | $14.76 | Byz |
| S&P Global Inc | SPGI | $435.70 | $137.1 Bil | −0.36% | 23.14% | 5.73% | $591.00 | Jlm |
| HDFC Bank Ltd ADR | HDB | $55.66 | $133.1 Bil | −15.45% | −15.31% | −5.96% | $15.42 | Rczwv |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $131.5 Bil | 1.56% | 18.19% | 3.03% | $99.45 | Bfdvw |
| Wells Fargo & Co Pref Share | WFCpC | $19.46 | $124.7 Bil | 5.99% | 17.87% | −3.13% | — | — |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.95 | $122.6 Bil | 37.88% | −2.11% | −14.10% | $19.36 | Tyrwx |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $122.6 Bil | 46.23% | −3.52% | −14.13% | $2.49 | Pztj |
| Citigroup Inc | C | $64.24 | $122.3 Bil | 26.75% | 46.33% | −2.78% | $18.00 | Hlpsj |
| Progressive Corp | PGR | $209.25 | $121.2 Bil | 30.56% | 60.42% | 25.25% | $675.00 | Qrwgdd |
| BlackRock Inc | BLK | $815.70 | $120.0 Bil | 0.12% | 30.60% | 0.30% | $313.00 | Rkm |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.24 | $119.2 Bil | 22.79% | 58.09% | 25.17% | $14.94 | Vrv |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.41 | $115.7 Bil | 13.36% | 47.75% | 22.23% | $5.00 | Sgqg |
| Allianz SE ADR | ALIZY | $28.60 | $113.5 Bil | 13.60% | 33.98% | 7.36% | $56.00 | Sjtg |
| Allianz SE | ALIZF | $280.85 | $112.1 Bil | 13.63% | 30.76% | 6.55% | $544.43 | Ywyqx |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.26 | $105.2 Bil | 24.61% | −18.38% | −15.24% | $65.90 | Nwztc |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.25 | $105.2 Bil | 27.11% | −17.96% | −14.83% | $8.35 | Zjd |
| China Life Insurance Co Ltd Class H | CILJF | $1.48 | $105.2 Bil | 18.75% | −14.15% | −3.41% | $1.95 | Jplp |
| Marsh & McLennan Companies Inc | MMC | $206.33 | $103.0 Bil | 11.13% | 17.71% | 17.17% | $542.00 | Tzlwkyt |
| Chubb Ltd | CB | $252.97 | $102.8 Bil | 12.31% | 28.17% | 15.61% | $384.00 | Hshpqw |
| The Toronto-Dominion Bank | TD | $56.89 | $100.7 Bil | −9.64% | −1.05% | −3.42% | $26.00 | Bpsj |
| UBS Group AG | UBS | $30.66 | $97.6 Bil | −0.58% | 60.84% | 26.72% | $28.70 | Sjmykq |
| Blackstone Inc | BX | $125.97 | $96.1 Bil | −0.97% | 63.23% | 16.89% | $578.00 | Tjcbv |
| ICICI Bank Ltd ADR | IBN | $27.19 | $94.6 Bil | 13.67% | 18.51% | 18.25% | $92.64 | Csxyh |
| KKR & Co Inc Ordinary Shares | KKR | $107.67 | $92.4 Bil | 26.12% | 119.68% | 23.61% | $57.00 | Ywrvzt |
| AIA Group Ltd | AAIGF | $8.10 | $90.9 Bil | −7.06% | −18.08% | −13.01% | $3.45 | Fxbdh |
| AIA Group Ltd ADR | AAGIY | $32.68 | $90.9 Bil | −5.54% | −18.58% | −12.84% | $31.28 | Lkpxbk |
| BNP Paribas ADR | BNPQY | $38.80 | $87.7 Bil | 12.12% | 28.47% | 8.48% | $15.00 | Bwrxx |
| BNP Paribas Act. Cat.A | BNPQF | $78.47 | $87.7 Bil | 10.21% | 28.17% | 7.89% | $76.73 | Lqct |