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 | $400.60 | $865.4 Bil | 12.40% | 24.02% | 12.82% | $379.00 | Plfqp |
| Berkshire Hathaway Inc Class A | BRK.A | $606,413.45 | $865.4 Bil | 11.76% | 22.73% | 13.71% | $241,289.00 | Npmt |
| Visa Inc Class A | V | $267.61 | $549.4 Bil | 3.33% | 19.67% | 5.54% | $856.00 | Vsj |
| JPMorgan Chase & Co | JPM | $191.66 | $547.1 Bil | 13.97% | 41.02% | 9.84% | $849.00 | Krp |
| Mastercard Inc Class A | MA | $441.10 | $412.4 Bil | 4.31% | 18.98% | 5.86% | $283.00 | Pmz |
| Bank of America Corp | BAC | $36.88 | $291.3 Bil | 10.25% | 34.30% | −0.85% | $87.00 | Ttv |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $10.89 | $249.7 Bil | 12.55% | 12.20% | 1.50% | $68.79 | Dbnvbxs |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.51 | $249.1 Bil | 3.06% | 1.64% | −1.69% | $7.18 | Bfnnrg |
| Wells Fargo & Co | WFC | $59.83 | $209.0 Bil | 22.49% | 58.58% | 11.59% | $68.00 | Tsp |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $207.7 Bil | 16.67% | 19.73% | 10.34% | $7.46 | Zybxfjs |
| Agricultural Bank of China Ltd ADR | ACGBY | $10.95 | $207.5 Bil | 14.06% | 22.98% | 11.00% | $93.89 | Dfkldpy |
| Bank Of China Ltd ADR | BACHY | $11.15 | $171.3 Bil | 17.83% | 20.51% | 10.98% | $41.29 | Cnvqp |
| Bank Of China Ltd Class H | BACHF | $0.45 | $171.0 Bil | 18.42% | 19.97% | 11.13% | $3.88 | Qlwzszb |
| China Construction Bank Corp Class H | CICHF | $0.65 | $168.8 Bil | 9.98% | 4.24% | 1.62% | $5.37 | Lrjnqv |
| China Construction Bank Corp ADR | CICHY | $13.25 | $168.8 Bil | 11.83% | 10.08% | 1.67% | $31.87 | Bskdjj |
| HSBC Holdings PLC ADR | HSBC | $44.51 | $166.4 Bil | 13.60% | 28.28% | 17.31% | $21.60 | Dbt |
| HSBC Holdings PLC | HBCYF | $8.75 | $166.4 Bil | 15.34% | 27.95% | 18.39% | $75.22 | Npftrm |
| American Express Co | AXP | $232.50 | $166.0 Bil | 24.80% | 53.34% | 15.94% | $182.00 | Ftjqf |
| Morgan Stanley | MS | $92.65 | $148.9 Bil | 1.18% | 11.31% | 7.29% | $18.00 | Wxlcd |
| Royal Bank of Canada | RY | $99.22 | $143.2 Bil | 2.05% | 9.31% | 5.42% | $515.00 | Lbds |
| The Goldman Sachs Group Inc | GS | $432.57 | $141.3 Bil | 12.84% | 32.98% | 9.71% | $233.00 | Gkmpgk |
| Charles Schwab Corp | SCHW | $75.33 | $138.9 Bil | 10.89% | 60.40% | 3.51% | $13.00 | Ncztf |
| HDFC Bank Ltd ADR | HDB | $58.87 | $138.5 Bil | −12.81% | −14.81% | −4.89% | $33.80 | Szplt |
| S&P Global Inc | SPGI | $416.96 | $133.0 Bil | −5.14% | 18.13% | 3.04% | $788.00 | Zwpm |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $126.7 Bil | 1.56% | 17.21% | 6.05% | $83.43 | Bfh |
| Commonwealth Bank of Australia ADR | CMWAY | $76.07 | $126.7 Bil | 2.21% | 20.81% | 6.64% | $24.43 | Gddq |
| Wells Fargo & Co Pref Share | WFCpC | $19.39 | $124.7 Bil | 7.78% | 17.00% | −3.05% | — | — |
| Progressive Corp | PGR | $209.03 | $122.4 Bil | 31.83% | 63.81% | 28.24% | $871.00 | Gtfxrf |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.02 | $119.3 Bil | 17.77% | 69.35% | 25.65% | $8.00 | Vdx |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.10 | $119.3 Bil | 21.13% | 68.14% | 25.47% | $46.82 | Zdmyd |
| China Merchants Bank Co Ltd ADR | CIHKY | $23.36 | $119.0 Bil | 34.31% | 2.88% | −12.79% | $53.15 | Drrsqs |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $119.0 Bil | 46.23% | −1.18% | −12.76% | $6.99 | Zwdrb |
| Citigroup Inc | C | $61.54 | $117.3 Bil | 20.66% | 37.24% | −1.92% | $11.00 | Hnvct |
| BlackRock Inc | BLK | $757.00 | $113.6 Bil | −6.12% | 19.29% | −0.22% | $447.00 | Xfh |
| Allianz SE | ALIZF | $286.64 | $112.2 Bil | 8.08% | 20.66% | 7.15% | $339.32 | Prj |
| Allianz SE ADR | ALIZY | $28.70 | $112.2 Bil | 6.50% | 19.94% | 6.26% | $74.00 | Cpm |
| Chubb Ltd | CB | $250.25 | $100.9 Bil | 10.35% | 27.40% | 14.54% | $877.00 | Hsksk |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.01 | $99.2 Bil | 13.64% | −21.84% | −17.78% | $23.98 | Nxsy |
| China Life Insurance Co Ltd Class H | CILJF | $1.38 | $98.9 Bil | 11.72% | −15.83% | −6.31% | $2.82 | Yyp |
| Marsh & McLennan Companies Inc | MMC | $199.36 | $98.4 Bil | 5.92% | 13.62% | 15.16% | $323.00 | Krsgqqj |
| The Toronto-Dominion Bank | TD | $58.08 | $96.8 Bil | −7.78% | 2.51% | −1.14% | $88.00 | Vnxh |
| ICICI Bank Ltd ADR | IBN | $27.57 | $96.2 Bil | 15.65% | 23.56% | 19.50% | $46.12 | Trcxw |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.11 | $95.7 Bil | 13.56% | −22.16% | −17.78% | $8.99 | Hpl |
| Blackstone Inc | BX | $118.99 | $89.2 Bil | −7.76% | 44.52% | 13.92% | $547.00 | Cwbgbp |
| State Bank of India DR | SBKFF | $102.60 | $89.0 Bil | 34.38% | 59.55% | 32.65% | $479.64 | Mxkqd |
| AIA Group Ltd ADR | AAGIY | $31.03 | $88.2 Bil | −8.57% | −24.24% | −12.11% | $58.19 | Kgf |
| UBS Group AG | UBS | $26.82 | $86.7 Bil | −10.94% | 38.22% | 22.81% | $85.80 | Tsvydk |
| KKR & Co Inc Ordinary Shares | KKR | $97.13 | $84.1 Bil | 14.88% | 86.45% | 19.85% | $43.00 | Xhntj |
| AIA Group Ltd | AAIGF | $7.80 | $83.0 Bil | −10.15% | −26.68% | −12.66% | $51.49 | Ghpy |
| BNP Paribas ADR | BNPQY | $36.34 | $81.7 Bil | 5.04% | 25.49% | 9.27% | $47.00 | Wfjv |