Financial Stocks List

List of Financial Stocks

The Bullish Bears break down a list of the largest financial stocks and ETFs list. Financial stocks provide financial services such as banking, insurance, investing, and real estate. They can be divided into several categories: banks, insurance, financial services, mortgage REITs, fintech, blockchain and cryptocurrencies, and SPACs. To analyze financial sector investments, investors can use metrics such as return on equity, return on assets, net interest margin, efficiency ratio, and the price-to-book ratio. In addition, investors need to consider the risks associated with financial stocks, such as economic downturns, regulatory changes, and changes in consumer behavior.

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Chart by TradingView

SymbolNameIndustry
BRK-BBerkshire Hathaway Inc.Insurance - Diversified
BRK-ABerkshire Hathaway Inc.Insurance - Diversified
VVisa Inc.Credit Services
JPMJPMorgan Chase & Co.Banks - Diversified
MAMastercard IncorporatedCredit Services
BACBank of America CorporationBanks - Diversified
WFCWells Fargo & CompanyBanks - Diversified
SCHWThe Charles Schwab CorporationCapital Markets
MSMorgan StanleyCapital Markets
GSThe Goldman Sachs Group, Inc.Capital Markets
SPGIS&P Global Inc.Financial Data & Stock Exchanges
AXPAmerican Express CompanyCredit Services
BLKBlackRock, Inc.Asset Management
BXBlackstone Inc.Asset Management
CCitigroup Inc.Banks - Diversified
MMCMarsh & McLennan Companies, Inc.Insurance Brokers
PYPLPayPal Holdings, Inc.Credit Services
PGRThe Progressive CorporationInsurance - Property & Casualty
USBU.S. BancorpBanks - Regional
PNCThe PNC Financial Services Group, Inc.Banks - Regional

Financials ETF List

SymbolNameIndustry
XLFFinancial Select Sector SPDR FundBroad Financials
VFHVanguard Financials ETFBroad Financials
KRESPDR S&P Regional Banking ETFRegional Banks
IYFiShares U.S. Financials ETFBroad Financials
FASDirexion Daily Financial Bull 3X SharesFinancial Services
KBWBInvesco KBW Bank ETFBanks
KBESPDR S&P Bank ETFBanks
FNCLFidelity MSCI Financials Index ETFBroad Financials
IYGiShares U.S. Financial Services ETFFinancial Services
EUFNiShares MSCI Europe Financials ETFBroad Financials
FXOFirst Trust Financials AlphaDEX FundBroad Financials
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFBroker-Dealers
IATiShares U.S. Regional Banks ETFRegional Banks
IAKiShares U.S. Insurance ETFInsurance
UYGProShares Ultra FinancialsBroad Financials
IXGiShares Global Financials ETFBroad Financials
KIESPDR S&P Insurance ETFInsurance
BIZDVanEck BDC Income ETFBusiness Development Company
RYFInvesco S&P 500® Equal Weight Financials ETFBroad Financials
FINXGlobal X FinTech ETFFinancial Services
KBWPInvesco KBW Property & Casualty Insurance ETFInsurance
KBWDInvesco KBW High Dividend Yield Financial ETFBroad Financials
PHDGInvesco S&P 500® Downside Hedged ETFBroad Financials
PSPInvesco Global Listed Private Equity ETFPrivate Equity
FTXOFirst Trust Nasdaq Bank ETFBanks
QABAFirst Trust NASDAQ ABA Community Bank Index FundCommunity Banks
FAZDirexion Daily Financial Bear 3X SharesFinancial Services
DFNLDavis Select Financial ETFBroad Financials
DPSTDirexion Daily Regional Banks Bull 3X SharesRegional Banks
GREKGlobal X MSCI Greece ETFBroad Financials
KCESPDR S&P Capital Markets ETFCapital Markets
KBWRInvesco KBW Regional Banking ETFRegional Banks
BNKUMicroSectors U.S. Big Banks Index 3X Leveraged ETNsBroad Financials
PFIInvesco DWA Financial Momentum ETFBroad Financials
BDCZETRACS MVIS Business Development Companies Index ETNBusiness Development Company
ZIGAcquirers FundBroad Financials
BITQBitwise Crypto Industry Innovators ETFBroad Financials
SEFProShares Short FinancialsBroad Financials
CHIXGlobal X MSCI China Financials ETFBroad Financials
PSCFInvesco S&P SmallCap Financials ETFBroad Financials
BDCXETRACS Quarterly Pay 1.5X Leveraged MVIS BDC Index ETNBusiness Development Company
SKFProShares UltraShort FinancialsBroad Financials
VPCVirtus Private Credit Strategy ETFBroad Financials
PEXProShares Global Listed Private Equity ETFPrivate Equity
BNKDMicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNsBroad Financials
INDFNifty India Financials ETFBroad Financials

What Are Financial Stocks? 

Most people think of banks when they hear about the financial sector. While it’s true that banks make up a large portion of the industry, plenty of other businesses are considered financial stocks. 

As mentioned, the financial sector covers everything from insurance providers to credit cards to mortgage companies. Generally speaking, financial stocks are considered value investments. This means that the companies are profitable with high cash flow and a fairly strong moat within the industry. 

This also means you will likely see little capital appreciation compared to technology stocks. Financial stocks are considered safer investments and typically less volatile over time. 

Are Financial Stocks Good Investments?

The financial sector has historically been one of the strongest and best-performing sectors on the stock market. The stock market itself was built on a foundation of financial stocks, and even today, five of the 30 constituents of the Dow Jones Industrial Average are from the financial sector. 

Investing in financial stocks will depend on a few factors. Generally, financial stocks are good investments for those nearing retirement who want less portfolio volatility. They also make for a good investment if you are more risk-averse. 

Another advantage to investing in financial stocks is dividends. Most financial stocks pay out dividends to shareholders as an incentive to remain invested in the company. Since the stock isn’t likely to provide outsized returns, dividends can compensate for a lack of capital appreciation. Over time, dividend distributions can be re-invested or “DRIP’d” into the original investment. This can compound with time and grow the initial principal exponentially. 

Financial stocks might not be the best investment for younger investors with a higher risk tolerance. With so many years ahead, younger investors have time to take chances with investments with a higher risk-reward profile. 

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List of the Best Financial Stocks

There are a lot of financial stocks that can be considered for any diversified stock portfolio. If you are looking at bank stocks, the big banks are the most financially secure and stable, especially compared to regional banks. Here is our list of the best financial stocks.

1. Berkshire Hathaway (NYSE: BRK.B) 

We start the list with one of the largest companies in the world: Berkshire Hathaway. You’ve probably heard of this company because of its owners, Warren Buffett and the recently deceased Charlie Munger. But what does Berkshire Hathaway do? 

A holding company owns stakes in a long list of other companies. While Berkshire Hathaway is closely associated with Buffett’s stock portfolio, the company owns several businesses, including GEICO, Benjamin Moore paintings, Duracell Batteries, and Helzberg Diamonds. 

As for its stock portfolio, Berkshire famously owns large positions in Coca-Cola, Apple, Bank of America, and American Express. Berkshire Hathaway does not pay dividends to shareholders, but the stock has returned more than 85% to shareholders over the past five years. 

BRK-B Stock Rover Report 

2. Visa Inc. (NYSE: V)

A company that needs no introduction, Visa is one of the largest credit card providers in the world. It operates the world’s largest payment network through its credit and debit cards and is accepted in more than 200 countries worldwide. It has nearly 4 billion cards in circulation, generating more than $14 trillion in transactions annually. 

Visa has a market capitalization of $520 billion as of the start of 2024 and is one of the largest constituents of the S&P 500 and the Dow Jones Industrial Average. The stock pays out a dividend yield of 0.80%, which it pays to shareholders quarterly. 

3. JP Morgan Chase (NYSE: JPM)

JP Morgan is the world’s largest bank by market capitalization and is valued at just shy of $500 billion. It is also the largest US bank by assets and offers consumer and commercial banking services worldwide. 

The company is run by outspoken CEO Jamie Dimon, who is well-respected on Wall Street. Recently, Dimon has waged a war against cryptocurrencies like Bitcoin and other digital assets. JPMorgan is another heavily weighted constituent of both the S&P 500 and the Dow Jones Industrial Average, where it was added in 1991. The stock pays out a dividend yield of 2.44%, which is paid out to shareholders every quarter. 

4. Bank of America (NYSE: BAC)

The Bank of America is the second-largest American bank and the second-largest bank in the world by market capitalization. It trails JPMorgan above Chase in both categories and has a current valuation of about $268 billion. 

Bank of America as we know it today was founded in 1923, although its roots can be traced back to 1784. Its primary financial services include commercial banking, investment banking, and wealth management. Bank of America is a long-time favorite of Warren Buffett, as he owns more than $30 billion in BAC stock. This financial stock pays out a dividend yield of 2.83%, paid quarterly to shareholders. 

5. Blackrock Inc (NYSE: BLK)

If you haven’t heard of Blackrock, you’ve more than likely heard of its popular ETF line called iShares. Blackrock is the world’s largest asset manager, with nearly $10 trillion in assets under management. 

Blackrock is one of the big three asset managers, along with State Street and Vanguard. The company was founded in 1988, and one of its founders, Larry Fink, remains Blackrock’s CEO. This stock pays out a dividend yield of 2.50%, but a warning: shares are high-priced—currently, Blackrock’s stock trades at more than $800.00 per share. 

Final Thoughts: Financial Stocks List

We already noted that a financial stocks list usually does not provide the same potential for growth as other sectors can. On top of that, the financial sector is heavily influenced by macroeconomic factors like interest rates, inflation, and the economy’s strength. 

Financial stocks are also cyclical, so their performance can ebb and flow with the markets. These stocks can perform well when the economy is strong but thrive in high-interest-rate environments. 

We also saw a weakness in financial stocks in 2023 due to the instability of regional banks. When one bank falls, the industry can have a domino effect. This is why it is generally safer to stick to the larger banks. 

Finally, looking ahead, the financial system can be disrupted. More people are looking to fintech companies for more flexible financial services and lower fees. As well, deflationary assets like Bitcoin could become a threat to the traditional financial system at some point in the future. 

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