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 | $625,100.00 | $900.8 Bil | 15.99% | 25.72% | 13.16% | $178,138.00 | Nfxqt |
| Berkshire Hathaway Inc Class B | BRK.B | $412.76 | $900.8 Bil | 16.90% | 27.35% | 12.97% | $168.00 | Fcd |
| JPMorgan Chase & Co | JPM | $202.47 | $588.1 Bil | 21.69% | 50.99% | 9.62% | $929.00 | Qzdf |
| Visa Inc Class A | V | $279.84 | $573.1 Bil | 7.99% | 21.26% | 8.00% | $269.00 | Vdmx |
| Mastercard Inc Class A | MA | $458.87 | $426.6 Bil | 8.22% | 19.57% | 8.71% | $512.00 | Rdgfc |
| Bank of America Corp | BAC | $38.91 | $306.7 Bil | 17.40% | 40.81% | −0.65% | $47.00 | Kdc |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.61 | $256.7 Bil | 24.49% | 11.41% | 4.28% | $6.68 | Hsnxclt |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $12.07 | $250.2 Bil | 23.87% | 15.52% | 4.73% | $98.72 | Cnyzpx |
| Wells Fargo & Co | WFC | $61.06 | $212.9 Bil | 25.52% | 54.42% | 10.47% | $37.00 | Zmnhd |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $208.7 Bil | 16.67% | 10.15% | 9.21% | $8.45 | Gsppqmt |
| Agricultural Bank of China Ltd ADR | ACGBY | $12.23 | $208.7 Bil | 26.77% | 31.97% | 13.66% | $81.97 | Clqtsrn |
| China Construction Bank Corp Class H | CICHF | $0.77 | $189.8 Bil | 30.96% | 23.58% | 5.71% | $2.95 | Wpknns |
| China Construction Bank Corp ADR | CICHY | $15.12 | $189.8 Bil | 26.20% | 19.01% | 4.38% | $91.38 | Bcdstxk |
| American Express Co | AXP | $241.32 | $174.7 Bil | 30.31% | 61.30% | 16.70% | $219.00 | Rrs |
| Bank Of China Ltd ADR | BACHY | $12.38 | $172.5 Bil | 30.30% | 28.02% | 13.58% | $85.67 | Ktfdwhj |
| Bank Of China Ltd Class H | BACHF | $0.48 | $172.5 Bil | 34.21% | 38.32% | 15.92% | $4.25 | Qzrrbjn |
| HSBC Holdings PLC ADR | HSBC | $44.43 | $166.2 Bil | 17.23% | 28.24% | 17.80% | $51.70 | Qjn |
| HSBC Holdings PLC | HBCYF | $8.91 | $166.0 Bil | 18.31% | 29.80% | 18.15% | $39.85 | Blzsvj |
| Morgan Stanley | MS | $99.58 | $162.9 Bil | 9.30% | 23.49% | 7.53% | $86.00 | Gstzrw |
| Royal Bank of Canada | RY | $105.99 | $150.9 Bil | 7.60% | 15.84% | 5.33% | $583.00 | Ydmgp |
| The Goldman Sachs Group Inc | GS | $464.52 | $150.8 Bil | 21.96% | 44.91% | 10.28% | $363.00 | Flnybr |
| Charles Schwab Corp | SCHW | $78.04 | $142.7 Bil | 15.23% | 53.96% | 3.73% | $45.00 | Tkw |
| S&P Global Inc | SPGI | $438.02 | $138.3 Bil | 0.52% | 23.42% | 6.43% | $175.00 | Lyjtn |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $135.3 Bil | 1.56% | 18.19% | 3.03% | $41.83 | Gqsf |
| Commonwealth Bank of Australia ADR | CMWAY | $81.21 | $135.3 Bil | 8.61% | 29.62% | 5.63% | $37.49 | Bkzv |
| HDFC Bank Ltd ADR | HDB | $55.66 | $133.4 Bil | −14.35% | −14.08% | −6.26% | $22.32 | Hvwptht |
| China Merchants Bank Co Ltd ADR | CIHKY | $25.40 | $128.5 Bil | 45.42% | 6.29% | −13.31% | $52.25 | Cdntv |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $128.5 Bil | 46.23% | −3.52% | −14.13% | $3.92 | Wwbqrj |
| Wells Fargo & Co Pref Share | WFCpC | $19.46 | $124.7 Bil | 6.64% | 17.61% | −2.91% | — | — |
| Progressive Corp | PGR | $207.01 | $122.5 Bil | 31.95% | 54.00% | 25.90% | $227.00 | Lkzght |
| Citigroup Inc | C | $64.14 | $122.2 Bil | 26.61% | 40.59% | −3.18% | $44.00 | Ndfg |
| BlackRock Inc | BLK | $807.71 | $120.7 Bil | 0.68% | 27.92% | 0.77% | $612.00 | Nqpv |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $9.76 | $117.2 Bil | 16.49% | 46.74% | 22.85% | $8.00 | Htsd |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.24 | $117.2 Bil | 19.35% | 53.72% | 24.06% | $35.97 | Syq |
| Allianz SE | ALIZF | $286.48 | $113.8 Bil | 16.75% | 36.39% | 7.70% | $721.94 | Pgdx |
| Allianz SE ADR | ALIZY | $28.83 | $113.5 Bil | 14.12% | 34.47% | 7.48% | $47.00 | Pbx |
| Chubb Ltd | CB | $264.88 | $111.4 Bil | 21.74% | 39.61% | 19.04% | $658.00 | Hllxmp |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.72 | $110.8 Bil | 33.56% | −14.04% | −13.43% | $2.55 | Pghb |
| China Life Insurance Co Ltd Class H | CILJF | $1.60 | $107.5 Bil | 31.25% | −5.50% | −2.29% | $8.72 | Ckdfp |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $11.24 | $105.2 Bil | 29.82% | −13.00% | −14.17% | $31.15 | Fbhh |
| Marsh & McLennan Companies Inc | MMC | $209.14 | $103.0 Bil | 11.57% | 19.49% | 17.34% | $763.00 | Wrbjn |
| The Toronto-Dominion Bank | TD | $56.88 | $101.2 Bil | −9.08% | −1.65% | −3.62% | $13.00 | Rkzj |
| UBS Group AG | UBS | $30.02 | $97.4 Bil | −0.58% | 60.84% | 26.72% | $87.80 | Mfztz |
| ICICI Bank Ltd ADR | IBN | $27.10 | $95.3 Bil | 14.14% | 19.30% | 17.21% | $99.97 | Ffcwhc |
| Blackstone Inc | BX | $127.88 | $94.4 Bil | −2.66% | 54.12% | 16.13% | $762.00 | Yrkmpff |
| AIA Group Ltd ADR | AAGIY | $32.75 | $94.0 Bil | −2.51% | −14.90% | −12.27% | $91.69 | Wwcp |
| AIA Group Ltd | AAIGF | $8.23 | $94.0 Bil | −3.67% | −15.25% | −12.49% | $27.56 | Ndztq |
| KKR & Co Inc Ordinary Shares | KKR | $104.15 | $92.9 Bil | 26.71% | 113.56% | 24.32% | $46.00 | Jdhhz |
| BNP Paribas ADR | BNPQY | $39.14 | $88.9 Bil | 14.45% | 29.39% | 9.33% | $49.00 | Dpfm |
| BNP Paribas Act. Cat.A | BNPQF | $76.92 | $88.9 Bil | 13.18% | 31.45% | 9.53% | $96.52 | Lght |