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% | $634.00 | Fpms |
| Berkshire Hathaway Inc Class A | BRK.A | $625,100.00 | $893.4 Bil | 15.20% | 25.37% | 12.65% | $969,112.00 | Rgkm |
| JPMorgan Chase & Co | JPM | $202.11 | $581.4 Bil | 20.32% | 53.90% | 9.38% | $426.00 | Bxrt |
| Visa Inc Class A | V | $281.50 | $572.6 Bil | 7.89% | 22.29% | 7.89% | $315.00 | Wbrj |
| Mastercard Inc Class A | MA | $458.87 | $426.6 Bil | 7.90% | 21.33% | 8.54% | $963.00 | Wvrrq |
| Bank of America Corp | BAC | $38.91 | $306.7 Bil | 17.20% | 46.78% | −0.41% | $51.00 | Tvjpg |
| Industrial And Commercial Bank Of China Ltd Class H | IDCBF | $0.57 | $254.4 Bil | 10.20% | −0.55% | 0.46% | $5.78 | Gbqpnps |
| Industrial And Commercial Bank Of China Ltd ADR | IDCBY | $12.07 | $250.2 Bil | 24.17% | 15.48% | 4.04% | $48.13 | Qkmzwdc |
| Wells Fargo & Co | WFC | $61.06 | $212.9 Bil | 25.48% | 62.70% | 11.19% | $12.00 | Wksb |
| Agricultural Bank of China Ltd Class H | ACGBF | $0.42 | $207.3 Bil | 16.67% | 10.15% | 9.21% | $5.64 | Nbssl |
| Agricultural Bank of China Ltd ADR | ACGBY | $12.23 | $206.0 Bil | 27.37% | 31.16% | 13.60% | $18.45 | Pjjtmbw |
| China Construction Bank Corp Class H | CICHF | $0.77 | $191.2 Bil | 23.38% | 16.08% | 3.99% | $5.96 | Lcwvwx |
| China Construction Bank Corp ADR | CICHY | $15.12 | $180.5 Bil | 27.34% | 19.52% | 4.36% | $29.24 | Mbckfsy |
| American Express Co | AXP | $241.53 | $173.6 Bil | 29.51% | 64.29% | 16.39% | $324.00 | Mntzk |
| Bank Of China Ltd ADR | BACHY | $12.38 | $171.9 Bil | 30.83% | 27.88% | 13.56% | $21.39 | Hmwbbpv |
| Bank Of China Ltd Class H | BACHF | $0.48 | $168.3 Bil | 26.32% | 24.84% | 12.85% | $9.49 | Wqrmjl |
| HSBC Holdings PLC ADR | HSBC | $44.77 | $166.2 Bil | 17.23% | 28.24% | 17.80% | $55.10 | Cxv |
| HSBC Holdings PLC | HBCYF | $8.91 | $166.1 Bil | 19.06% | 31.49% | 18.44% | $5.62 | Mzcnfz |
| Morgan Stanley | MS | $99.58 | $161.8 Bil | 8.61% | 25.80% | 7.62% | $86.00 | Btswq |
| The Goldman Sachs Group Inc | GS | $466.09 | $150.3 Bil | 21.13% | 48.15% | 10.09% | $938.00 | Qgpnbbv |
| Royal Bank of Canada | RY | $105.99 | $150.1 Bil | 6.32% | 12.65% | 5.19% | $526.00 | Yhtm |
| Charles Schwab Corp | SCHW | $78.04 | $142.7 Bil | 14.16% | 57.80% | 3.30% | $91.00 | Csbs |
| Commonwealth Bank of Australia ADR | CMWAY | $81.21 | $137.1 Bil | 8.42% | 29.74% | 5.79% | $88.89 | Fstww |
| S&P Global Inc | SPGI | $438.02 | $137.1 Bil | −0.36% | 23.14% | 5.73% | $377.00 | Zlqrp |
| HDFC Bank Ltd ADR | HDB | $55.66 | $133.1 Bil | −15.45% | −15.31% | −5.96% | $18.44 | Wjvbh |
| Commonwealth Bank of Australia | CBAUF | $73.75 | $131.5 Bil | 1.56% | 18.19% | 3.03% | $81.75 | Yhcw |
| China Merchants Bank Co Ltd ADR | CIHKY | $25.40 | $126.6 Bil | 46.23% | 5.00% | −12.60% | $23.35 | Hmrspf |
| Wells Fargo & Co Pref Share | WFCpC | $19.46 | $124.7 Bil | 5.99% | 17.87% | −3.13% | — | — |
| China Merchants Bank Co Ltd Class H | CIHHF | $4.65 | $122.6 Bil | 46.23% | −3.52% | −14.13% | $7.46 | Vnvpwy |
| Citigroup Inc | C | $64.14 | $122.3 Bil | 26.75% | 46.33% | −2.78% | $49.00 | Lcqx |
| Progressive Corp | PGR | $207.01 | $121.2 Bil | 30.56% | 60.42% | 25.25% | $582.00 | Ygpxtx |
| BlackRock Inc | BLK | $807.71 | $120.0 Bil | 0.12% | 30.60% | 0.30% | $265.00 | Cmfm |
| Mitsubishi UFJ Financial Group Inc | MBFJF | $10.24 | $119.2 Bil | 22.79% | 58.09% | 25.17% | $77.96 | Hclj |
| Mitsubishi UFJ Financial Group Inc ADR | MUFG | $10.41 | $115.7 Bil | 13.36% | 47.75% | 22.23% | $2.00 | Nxk |
| Allianz SE | ALIZF | $280.85 | $113.5 Bil | 13.63% | 30.76% | 6.55% | $448.83 | Yzvt |
| Allianz SE ADR | ALIZY | $28.83 | $113.5 Bil | 13.60% | 33.98% | 7.36% | $74.00 | Msrb |
| Chubb Ltd | CB | $252.97 | $107.6 Bil | 17.58% | 34.43% | 17.32% | $164.00 | Lfrmh |
| Ping An Insurance (Group) Co. of China Ltd ADR | PNGAY | $10.26 | $105.2 Bil | 24.61% | −18.38% | −15.24% | $17.34 | Nxlt |
| Ping An Insurance (Group) Co. of China Ltd Class H | PIAIF | $5.72 | $105.2 Bil | 27.11% | −17.96% | −14.83% | $7.58 | Lzbbp |
| China Life Insurance Co Ltd Class H | CILJF | $1.60 | $105.2 Bil | 18.75% | −14.15% | −3.41% | $6.50 | Sxstm |
| Marsh & McLennan Companies Inc | MMC | $209.14 | $103.0 Bil | 11.13% | 17.71% | 17.17% | $896.00 | Hwgkdf |
| The Toronto-Dominion Bank | TD | $56.89 | $100.7 Bil | −9.64% | −1.05% | −3.42% | $65.00 | Xsvs |
| UBS Group AG | UBS | $30.02 | $97.6 Bil | −0.58% | 60.84% | 26.72% | $61.90 | Hnfkjsm |
| Blackstone Inc | BX | $125.97 | $96.1 Bil | −0.97% | 63.23% | 16.89% | $495.00 | Rqzdhd |
| ICICI Bank Ltd ADR | IBN | $27.10 | $95.3 Bil | 13.67% | 18.51% | 18.25% | $36.77 | Qwxcy |
| KKR & Co Inc Ordinary Shares | KKR | $107.67 | $92.4 Bil | 26.12% | 119.68% | 23.61% | $38.00 | Dgfrvt |
| AIA Group Ltd | AAIGF | $8.23 | $90.9 Bil | −5.57% | −18.09% | −12.57% | $58.16 | Cqy |
| AIA Group Ltd ADR | AAGIY | $32.68 | $90.9 Bil | −5.54% | −18.58% | −12.84% | $29.23 | Bkjdf |
| BNP Paribas ADR | BNPQY | $38.80 | $88.2 Bil | 12.12% | 28.47% | 8.48% | $51.00 | Xlwd |
| BNP Paribas Act. Cat.A | BNPQF | $78.47 | $87.7 Bil | 10.21% | 28.17% | 7.89% | $77.85 | Cplw |