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
|
|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Class A | BRK.A | $611,258.00 | $877.2 Bil | 12.80% | 23.16% | 11.88% | $529,419.00 | Dgn |
| Berkshire Hathaway Inc Class B | BRK.B | $406.14 | $876.5 Bil | 13.94% | 24.60% | 11.78% | $318.00 | Nkkb |
| Visa Inc Class A | V | $276.46 | $565.7 Bil | 6.39% | 20.11% | 6.63% | $124.00 | Frds |
| JPMorgan Chase & Co | JPM | $191.75 | $561.8 Bil | 16.31% | 45.84% | 8.82% | $132.00 | Llqjv |
| Mastercard Inc Class A | MA | $453.06 | $421.2 Bil | 6.53% | 18.42% | 6.97% | $411.00 | Lhvv |
| Bank of America Corp | BAC | $37.84 | $295.9 Bil | 12.71% | 39.58% | −1.48% | $25.00 | Brs |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.54 | $253.2 Bil | 10.20% | −0.55% | 1.49% | $7.84 | Hxhdx |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $10.93 | $252.6 Bil | 12.45% | 3.52% | 1.08% | $28.55 | Kgsjrj |
| Wells Fargo & Co | WFC | $60.26 | $213.5 Bil | 23.14% | 61.60% | 10.86% | $56.00 | Qkmh |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $211.0 Bil | 16.67% | 10.15% | 8.47% | $3.83 | Xgvvydr |
| Agricultural Bank of China Ltd ADR | ACGBY | $11.22 | $211.0 Bil | 17.92% | 16.64% | 11.46% | $28.47 | Dhqgyd |
| Bank Of China Ltd ADR | BACHY | $11.32 | $171.4 Bil | 20.69% | 12.77% | 11.11% | $72.40 | Fxscn |
| Bank Of China Ltd Class H | BACHF | $0.45 | $171.4 Bil | 18.42% | 15.89% | 10.01% | $3.68 | Gtfqct |
| American Express Co | AXP | $234.66 | $169.9 Bil | 25.95% | 55.36% | 14.90% | $838.00 | Hmwy |
| China Construction Bank Corp Class H | CICHF | $0.68 | $169.5 Bil | 14.31% | 5.68% | 0.59% | $2.22 | Hlpzpm |
| China Construction Bank Corp ADR | CICHY | $13.32 | $169.5 Bil | 12.05% | 0.92% | 0.85% | $74.00 | Ngxkjl |
| HSBC Holdings PLC ADR | HSBC | $44.98 | $168.5 Bil | 14.76% | 25.72% | 17.20% | $78.70 | Vjwf |
| HSBC Holdings PLC | HBCYF | $8.83 | $168.5 Bil | 16.37% | 29.41% | 17.06% | $13.60 | Htnclfk |
| Morgan Stanley | MS | $95.79 | $155.7 Bil | 4.55% | 16.86% | 6.22% | $37.00 | Dpyzbb |
| Royal Bank of Canada | RY | $101.02 | $144.0 Bil | 1.90% | 7.26% | 4.34% | $964.00 | Vpf |
| The Goldman Sachs Group Inc | GS | $443.80 | $143.1 Bil | 16.57% | 40.18% | 8.55% | $665.00 | Nxcpzmb |
| Charles Schwab Corp | SCHW | $75.54 | $138.0 Bil | 10.16% | 55.44% | 2.90% | $77.00 | Vkpn |
| HDFC Bank Ltd ADR | HDB | $56.76 | $137.2 Bil | −15.41% | −14.38% | −6.52% | $14.36 | Gxvhq |
| S&P Global Inc | SPGI | $428.56 | $134.1 Bil | −2.51% | 22.02% | 3.94% | $735.00 | Ckh |
| Commonwealth Bank of Australia ADR | CMWAY | $78.75 | $132.0 Bil | 5.14% | 24.39% | 5.76% | $15.36 | Nzxq |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $131.9 Bil | 1.56% | 20.04% | 6.05% | $61.89 | Vpqc |
| Progressive Corp | PGR | $215.46 | $126.2 Bil | 36.14% | 61.87% | 27.76% | $436.00 | Blfwlx |
| Wells Fargo & Co Pref Share | WFCpC | $19.52 | $124.7 Bil | 7.46% | 18.47% | −3.15% | — | — |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.16 | $122.8 Bil | 30.80% | −9.23% | −15.52% | $57.55 | Bpqlgxy |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $121.1 Bil | 46.23% | −1.18% | −13.99% | $7.14 | Qzkyf |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.21 | $118.8 Bil | 17.42% | 62.43% | 24.10% | $5.00 | Mvlk |
| Citigroup Inc | C | $62.00 | $118.3 Bil | 22.59% | 38.43% | −3.15% | $64.00 | Khn |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.00 | $117.8 Bil | 19.95% | 64.36% | 25.08% | $37.24 | Bhks |
| BlackRock Inc | BLK | $780.92 | $116.0 Bil | −3.49% | 24.15% | −1.49% | $231.00 | Qcvpl |
| Allianz SE ADR | ALIZY | $29.14 | $115.1 Bil | 9.59% | 22.95% | 6.69% | $18.00 | Qdkm |
| Allianz SE | ALIZF | $296.93 | $114.9 Bil | 11.12% | 22.79% | 6.79% | $721.44 | Wzh |
| China Life Insurance Co Ltd Class H | CILJF | $1.39 | $103.5 Bil | 8.59% | −26.73% | −7.94% | $4.45 | Rcr |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.11 | $102.4 Bil | 13.56% | −30.09% | −17.81% | $4.12 | Yhkb |
| Chubb Ltd | CB | $251.95 | $102.3 Bil | 11.72% | 27.75% | 14.04% | $564.00 | Kxrjxy |
| Marsh & McLennan Companies Inc | MMC | $203.71 | $100.4 Bil | 8.20% | 14.56% | 15.20% | $537.00 | Zgvlcg |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.14 | $99.7 Bil | 7.98% | −33.38% | −18.47% | $25.74 | Dwdyx |
| The Toronto-Dominion Bank | TD | $55.32 | $98.3 Bil | −12.05% | −6.42% | −3.54% | $68.00 | Jqnb |
| ICICI Bank Ltd ADR | IBN | $27.12 | $95.3 Bil | 13.00% | 17.61% | 17.69% | $78.50 | Lmymkzl |
| UBS Group AG | UBS | $29.54 | $94.7 Bil | −2.14% | 53.35% | 25.24% | $25.50 | Scklvrm |
| Blackstone Inc | BX | $121.50 | $90.0 Bil | −7.14% | 51.73% | 13.49% | $559.00 | Lcypmh |
| KKR & Co Inc Ordinary Shares | KKR | $99.54 | $88.1 Bil | 20.34% | 94.53% | 19.97% | $44.00 | Zxbqpx |
| AIA Group Ltd ADR | AAGIY | $31.61 | $88.0 Bil | −8.97% | −24.09% | −13.62% | $13.62 | Lnqb |
| AIA Group Ltd | AAIGF | $7.88 | $88.0 Bil | −10.50% | −24.54% | −14.25% | $41.64 | Mstq |
| State Bank of India DR | SBKFF | $99.78 | $86.7 Bil | 34.38% | 46.10% | 31.14% | $592.69 | Svxpkf |
| BNP Paribas Act. Cat.A | BNPQF | $76.21 | $85.0 Bil | 7.53% | 23.36% | 9.23% | $14.30 | Lcbg |