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 | $408.61 | $883.3 Bil | 16.19% | 29.06% | 12.71% | $339.00 | Hqq |
| Berkshire Hathaway Inc Class A | BRK.A | $627,400.00 | $872.3 Bil | 12.23% | 25.14% | 11.78% | $944,236.00 | Sdb |
| JPMorgan Chase & Co | JPM | $202.63 | $581.9 Bil | 20.42% | 52.44% | 9.35% | $556.00 | Srly |
| Visa Inc Class A | V | $272.46 | $555.1 Bil | 5.05% | 24.18% | 6.90% | $237.00 | Hkj |
| Mastercard Inc Class A | MA | $447.07 | $411.3 Bil | 5.13% | 23.15% | 7.94% | $373.00 | Fmjnz |
| Bank of America Corp | BAC | $38.63 | $302.1 Bil | 19.48% | 47.28% | 0.17% | $54.00 | Jdjf |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $11.36 | $255.1 Bil | 16.87% | 14.88% | 1.94% | $69.66 | Rmzpk |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.61 | $255.1 Bil | 24.38% | 22.91% | 3.91% | $6.49 | Lrjkpyz |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $210.1 Bil | 25.67% | 25.51% | 11.28% | $2.82 | Bnqnz |
| Agricultural Bank of China Ltd ADR | ACGBY | $10.49 | $210.0 Bil | 17.58% | 28.95% | 10.25% | $34.86 | Thpdfh |
| Wells Fargo & Co | WFC | $59.21 | $208.9 Bil | 23.16% | 54.03% | 10.72% | $54.00 | Mjr |
| China Construction Bank Corp Class H | CICHF | $0.71 | $181.8 Bil | 19.45% | 18.82% | 2.57% | $3.54 | Jbgndj |
| China Construction Bank Corp ADR | CICHY | $14.17 | $179.9 Bil | 19.36% | 19.22% | 1.83% | $67.84 | Gmhcqrm |
| American Express Co | AXP | $240.00 | $172.6 Bil | 28.80% | 52.94% | 15.46% | $179.00 | Pfsp |
| Bank Of China Ltd Class H | BACHF | $0.48 | $172.2 Bil | 25.08% | 29.91% | 11.35% | $7.60 | Lpvnbnq |
| Bank Of China Ltd ADR | BACHY | $11.78 | $171.3 Bil | 25.97% | 29.19% | 12.86% | $72.51 | Smdsbhd |
| HSBC Holdings PLC ADR | HSBC | $44.65 | $166.2 Bil | 16.93% | 29.36% | 16.92% | $94.90 | Mbkj |
| HSBC Holdings PLC | HBCYF | $8.62 | $166.2 Bil | 15.41% | 27.29% | 15.85% | $2.53 | Hvslbj |
| Morgan Stanley | MS | $97.23 | $159.0 Bil | 6.13% | 19.99% | 5.43% | $55.00 | Kbbfd |
| Royal Bank of Canada | RY | $109.27 | $152.8 Bil | 10.06% | 26.62% | 5.13% | $395.00 | Tkzqb |
| The Goldman Sachs Group Inc | GS | $456.52 | $147.4 Bil | 19.77% | 44.34% | 9.28% | $877.00 | Lwfwjz |
| HDFC Bank Ltd ADR | HDB | $57.22 | $138.2 Bil | −12.69% | −9.02% | −7.72% | $26.90 | Chygk |
| S&P Global Inc | SPGI | $427.51 | $133.8 Bil | −3.88% | 16.71% | 4.41% | $193.00 | Crc |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $132.6 Bil | 1.56% | 18.19% | 3.30% | $31.54 | Znqz |
| Charles Schwab Corp | SCHW | $71.88 | $131.4 Bil | 7.24% | 40.98% | 0.95% | $57.00 | Yvnx |
| Commonwealth Bank of Australia ADR | CMWAY | $79.89 | $130.6 Bil | 6.69% | 31.52% | 4.30% | $13.15 | Vggrs |
| Wells Fargo & Co Pref Share | WFCpC | $19.22 | $124.7 Bil | 7.31% | 17.76% | −3.51% | — | — |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.25 | $123.9 Bil | 22.90% | 58.94% | 22.98% | $43.98 | Djkm |
| Progressive Corp | PGR | $211.18 | $123.7 Bil | 33.18% | 66.00% | 29.39% | $249.00 | Cytxv |
| China Merchants Bank Co Ltd ADR | CIHKY | $22.45 | $120.0 Bil | 29.25% | 1.62% | −17.85% | $94.87 | Vzmz |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $120.0 Bil | 46.23% | 8.46% | −16.30% | $7.53 | Cdb |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.64 | $118.9 Bil | 23.58% | 63.08% | 24.72% | $62.84 | Tdbg |
| Citigroup Inc | C | $62.31 | $118.9 Bil | 22.45% | 43.29% | −4.70% | $23.00 | Ylcsx |
| Allianz SE | ALIZF | $282.99 | $113.8 Bil | 12.32% | 40.87% | 7.09% | $435.67 | Bgsr |
| Allianz SE ADR | ALIZY | $29.08 | $113.8 Bil | 14.53% | 42.97% | 7.60% | $57.00 | Gmxwf |
| BlackRock Inc | BLK | $772.03 | $112.4 Bil | −4.27% | 20.47% | −1.86% | $658.00 | Ftn |
| Chubb Ltd | CB | $270.82 | $107.7 Bil | 20.21% | 47.61% | 18.21% | $743.00 | Vrpghj |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.00 | $103.6 Bil | 11.11% | −15.37% | −18.80% | $5.97 | Czzwb |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.15 | $102.9 Bil | 12.53% | −14.43% | −18.58% | $44.64 | Bspjr |
| China Life Insurance Co Ltd Class H | CILJF | $1.45 | $102.7 Bil | 13.28% | −9.85% | −7.84% | $1.24 | Fvp |
| Marsh & McLennan Companies Inc | MMC | $207.58 | $102.3 Bil | 10.31% | 21.50% | 15.82% | $272.00 | Vpdnqg |
| UBS Group AG | UBS | $31.88 | $101.1 Bil | 5.44% | 72.29% | 26.81% | $19.50 | Wpplnsy |
| The Toronto-Dominion Bank | TD | $55.92 | $96.4 Bil | −11.12% | 3.98% | −3.76% | $71.00 | Rtwf |
| ICICI Bank Ltd ADR | IBN | $26.37 | $94.6 Bil | 12.16% | 17.51% | 14.43% | $93.58 | Jxwtcq |
| KKR & Co Inc Ordinary Shares | KKR | $102.84 | $91.3 Bil | 24.54% | 101.03% | 23.43% | $66.00 | Tfgtzh |
| Blackstone Inc | BX | $120.50 | $89.7 Bil | −6.61% | 44.63% | 12.61% | $637.00 | Xxkwgg |
| State Bank of India DR | SBKFF | $92.15 | $88.9 Bil | 26.32% | 35.47% | 28.54% | $68.23 | Jqnwwc |
| AIA Group Ltd ADR | AAGIY | $31.01 | $86.9 Bil | −8.37% | −17.10% | −14.45% | $81.61 | Gjxr |
| AIA Group Ltd | AAIGF | $7.76 | $86.8 Bil | −9.21% | −17.06% | −14.53% | $9.93 | Wwgty |
| Sumitomo Mitsui Financial Group Inc | SMFNF | $66.30 | $86.1 Bil | 41.96% | 69.03% | 25.33% | $15.22 | Rhr |