Sector · close of Oct 30, 2026
Financial Stocks
570 US-listed financial companies above our tradable floor ($5 and $1 million a day), largest first, with each one's stage, price and valuation after the close.
570
companies
136 (24%)
in a Stage 2 uptrend
-1.8%
3-month return, weighted by size
11 · 278 · 133
in Stage 1 · 3 · 4
Only the Stage 2 ones →Filter them in the screener →Sector rotation →
Industries in Financials
| Industry | Companies | In Stage 2 | 3-month return |
|---|---|---|---|
| Banks - Regional | 259 | 50 | -7.8% |
| Asset Management | 86 | 18 | -4.8% |
| Capital Markets | 49 | 13 | -11.2% |
| Insurance - Property & Casualty | 41 | 18 | +4.6% |
| Credit Services | 35 | 8 | +7.1% |
| Banks - Diversified | 20 | 1 | -7.9% |
| Insurance - Life | 15 | 5 | -2.5% |
| Insurance Brokers | 15 | 3 | +3.5% |
| Insurance - Specialty | 13 | 2 | -8.7% |
| Financial Data & Stock Exchanges | 11 | 8 | +10.1% |
| Insurance - Diversified | 10 | 5 | +5.5% |
| Insurance - Reinsurance | 6 | 4 | +9.0% |
| Mortgage Finance | 6 | 0 | -8.4% |
| Financial Conglomerates | 4 | 1 | -1.1% |
The 100 largest financial stocks
| Stock | Industry | Stage | Close | Day | 3 months | From high | RS | P/E | Yield | Market cap |
|---|---|---|---|---|---|---|---|---|---|---|
| BRK-ABerkshire Hathaway | Insurance - Diversified | Stage 2, wk 14 | $815,600.00 | -0.2% | +6.2% | -0.8% | 64 | 13.8 | — | $1.16T |
| BRK-BBerkshire Hathaway | Insurance - Diversified | Stage 2, wk 14 | $542.49 | +0.1% | +5.7% | -1.1% | 64 | 13.8 | — | $1.16T |
| JPMJP Morgan Chase | Banks - Diversified | Stage 3, wk 3 | $337.04 | -1.9% | -3.9% | -7.2% | 63 | 14.1 | 1.97% | $895B |
| VVisa | Credit Services | Stage 2, wk 17 | $413.59 | +0.7% | +13.3% | -0.2% | 71 | 35.3 | 0.66% | $773B |
| MAMastercard | Credit Services | Stage 2, wk 12 | $638.01 | +0.4% | +11.9% | 0.0% | 66 | 34.8 | 0.56% | $556B |
| BACBank of America | Banks - Diversified | Stage 3, wk 5 | $50.01 | -2.2% | -19.6% | -22.4% | 51 | 12.2 | 2.52% | $345B |
| HSBCHSBC Holdings | Banks - Diversified | Stage 3, wk 3 | $85.42 | -1.4% | -20.4% | -20.4% | 74 | 13.1 | 3.99% | $292B |
| MSMorgan Stanley | Capital Markets | Stage 3, wk 7 | $184.30 | -3.0% | -12.7% | -18.9% | 65 | 14.6 | 2.46% | $288B |
| RYRoyal Bank Of Canada | Banks - Diversified | Stage 3, wk 5 | $202.98 | -1.5% | -3.6% | -6.3% | 82 | 17.7 | 2.48% | $281B |
| GSGoldman Sachs Group | Capital Markets | Stage 4, wk 1 | $894.55 | -3.6% | -12.5% | -22.0% | 66 | 12.8 | 2.21% | $260B |
| WFCWells Fargo | Banks - Diversified | Stage 3, wk 4 | $83.40 | -1.7% | -4.6% | -12.1% | 53 | 11.7 | 2.43% | $250B |
| MUFGMitsubishi UFJ Financial Group | Banks - Diversified | Stage 3, wk 1 | $21.56 | -1.7% | -4.1% | -10.7% | 83 | 14.0 | 2.48% | $243B |
| AXPAmerican Express | Credit Services | Stage 4, wk 6 | $319.11 | -1.4% | -7.1% | -16.2% | 46 | 19.7 | 1.17% | $214B |
| TDToronto Dominion Bank | Banks - Diversified | Stage 3, wk 3 | $124.50 | -2.1% | +3.5% | -2.1% | 87 | 18.6 | 2.55% | $203B |
| CCitigroup | Banks - Diversified | Stage 3, wk 8 | $122.64 | -2.5% | -8.2% | -15.4% | 74 | 11.9 | 2.16% | $203B |
| BLKBlackRock | Asset Management | Stage 2, wk 12 | $1,147.54 | -2.4% | +2.4% | -2.5% | 59 | 25.9 | 1.99% | $186B |
| SANBanco Santander, S.A. Sponsored ADR (Spain) | Banks - Diversified | Stage 3, wk 2 | $11.19 | -4.8% | -22.6% | -25.6% | 61 | 12.5 | 2.09% | $161B |
| SCHWCharles Schwab | Capital Markets | Stage 3, wk 4 | $88.05 | -1.6% | -16.6% | -22.5% | 49 | 15.6 | 1.40% | $152B |
| SMFGSumitomo Mitsui Financial Group Inc Unsponsored | Banks - Diversified | Stage 3, wk 2 | $24.20 | -1.9% | -4.2% | -12.2% | 86 | 13.9 | 2.42% | $152B |
| UBSUBS Group AG Registered | Banks - Diversified | Stage 3, wk 5 | $47.69 | -0.9% | -9.6% | -14.4% | 74 | 15.9 | 2.30% | $145B |
| BXBlackstone | Asset Management | Stage 4, wk 1 | $118.51 | -1.7% | -12.0% | -25.2% | 41 | 26.6 | 4.77% | $142B |
| CBChubb | Insurance - Property & Casualty | Stage 3, wk 5 | $364.12 | +0.5% | +4.9% | 0.0% | 77 | 12.8 | 1.15% | $139B |
| SPGIS&P Global | Financial Data & Stock Exchanges | Stage 2, wk 1 | $466.55 | +1.3% | +12.3% | -9.1% | 57 | 27.6 | 0.88% | $135B |
| PGRProgressive | Insurance - Property & Casualty | Stage 2, wk 2 | $231.28 | +0.5% | +9.9% | -1.3% | 68 | 11.6 | 0.18% | $134B |
| IBKRInteractive Brokers Group | Capital Markets | Stage 3, wk 6 | $76.90 | -6.0% | -12.3% | -21.6% | 62 | 31.4 | 0.41% | $131B |
| BBVABanco Bilbao Vizcaya Argentaria | Banks - Diversified | Stage 3, wk 2 | $23.44 | -4.1% | -16.0% | -19.7% | 71 | 11.4 | 4.18% | $129B |
| COFCapital One Financial | Credit Services | Stage 3, wk 4 | $204.85 | -1.9% | -5.6% | -19.7% | 50 | 12.5 | 1.55% | $126B |
| BMOBank Of Montreal | Banks - Diversified | Stage 3, wk 5 | $171.13 | -2.7% | -4.8% | -7.9% | 80 | 19.3 | 2.85% | $119B |
| MFGMizuho Financial Group, Inc. Sponosred ADR (Japan) | Banks - Regional | Stage 3, wk 1 | $9.66 | -3.3% | -5.8% | -15.6% | 84 | 13.3 | 1.83% | $117B |
| BNSBank Nova Scotia Halifax Pfd 3 | Banks - Diversified | Stage 2, wk 25 | $93.76 | -1.7% | +7.1% | -1.7% | 85 | 16.9 | 3.45% | $114B |
| HDBHDFC Bank | Banks - Regional | Stage 4, wk 41 | $22.18 | +1.7% | -8.0% | -40.3% | 29 | 14.5 | 1.80% | $114B |
| CMECME Group | Financial Data & Stock Exchanges | Stage 2, wk 2 | $303.14 | +2.3% | +14.4% | -4.0% | 69 | 25.1 | 1.76% | $109B |
| CMCanadian Imperial Bank of Commerce | Banks - Diversified | Stage 3, wk 5 | $116.48 | -2.0% | -1.7% | -5.2% | 83 | 15.3 | 2.65% | $106B |
| IBNICICI Bank | Banks - Regional | Stage 3, wk 5 | $29.45 | +1.1% | -2.7% | -5.4% | 50 | 17.5 | 0.85% | $106B |
| BNYBank of New York Mellon | Banks - Diversified | Stage 3, wk 4 | $147.11 | -1.5% | -5.8% | -10.8% | 81 | 16.0 | 1.52% | $99.0B |
| MRSHMarsh | Insurance Brokers | Stage 3, wk 4 | $200.62 | +1.8% | +4.6% | 0.0% | 64 | 23.8 | 2.08% | $95.4B |
| ICEIntercontinental Exchange | Financial Data & Stock Exchanges | Stage 2, wk 5 | $168.85 | +3.6% | +11.6% | -2.6% | 64 | 23.1 | 1.32% | $94.4B |
| USBU.S. Bancorp | Banks - Regional | Stage 3, wk 5 | $59.45 | -2.0% | -6.2% | -8.3% | 77 | 11.7 | 3.66% | $92.6B |
| PNCPNC Financial Services Group | Banks - Regional | Stage 3, wk 6 | $227.86 | -1.7% | -8.6% | -10.5% | 76 | 12.0 | 3.59% | $90.5B |
| INGING Group | Banks - Diversified | Stage 3, wk 1 | $31.46 | -2.4% | -9.8% | -15.6% | 79 | 12.1 | 3.95% | $89.4B |
| BNBrookfield Corporation Class A Limited Voting Shares | Asset Management | Stage 4, wk 16 | $39.28 | -0.6% | -9.6% | -19.7% | 42 | 70.9 | 0.75% | $87.7B |
| KKRKKR | Asset Management | Stage 4, wk 3 | $94.39 | -1.5% | -11.3% | -33.5% | 39 | 29.6 | 0.87% | $87.2B |
| MCOMoody's | Financial Data & Stock Exchanges | Stage 3, wk 5 | $493.91 | +1.0% | +2.4% | -7.9% | 58 | 31.2 | 0.86% | $85.2B |
| TRVTravelers Companies | Insurance - Property & Casualty | Stage 2, wk 20 | $396.22 | -0.5% | +6.4% | -2.3% | 86 | 10.7 | 1.25% | $81.2B |
| BAMBrookfield Asset Management Inc Class A Limited Voting Shares | Asset Management | Stage 4, wk 1 | $48.26 | -0.7% | -3.9% | -12.8% | 48 | 27.4 | 4.36% | $77.1B |
| HOODRobinhood Markets | Capital Markets | Stage 2, wk 12 | $84.99 | -7.2% | -5.9% | -42.2% | 28 | 42.5 | — | $76.5B |
| BCSBarclays | Banks - Diversified | Stage 4, wk 1 | $22.30 | -3.5% | -19.0% | -21.0% | 59 | 8.5 | 2.73% | $74.1B |
| MFCManulife Financial | Insurance - Life | Stage 2, wk 26 | $44.63 | -1.4% | +1.1% | -2.2% | 82 | 17.1 | 3.01% | $73.8B |
| LYGLloyds Banking Group | Banks - Regional | Stage 3, wk 4 | $5.00 | -4.8% | -19.0% | -19.5% | 62 | 12.5 | 3.97% | $71.4B |
| AJGArthur J. Gallagher | Insurance Brokers | Stage 3, wk 5 | $276.07 | +2.9% | +11.7% | 0.0% | 58 | 44.7 | 1.08% | $70.8B |
| APOApollo Global Management, Inc. (New) | Asset Management | Stage 4, wk 1 | $115.84 | -2.3% | -10.1% | -23.2% | 49 | 41.2 | 2.01% | $68.4B |
| AONAon | Insurance Brokers | Stage 4, wk 5 | $321.67 | 0.0% | -10.1% | -15.4% | 53 | 16.9 | 1.11% | $68.2B |
| ALLAllstate | Insurance - Property & Casualty | Stage 3, wk 5 | $259.87 | +1.5% | -0.7% | -5.1% | 81 | 5.2 | 1.72% | $65.7B |
| METMetLife | Insurance - Life | Stage 2, wk 21 | $100.02 | -0.8% | +4.5% | -3.4% | 77 | 19.8 | 2.32% | $63.6B |
| DBDeutsche Bank | Banks - Regional | Stage 3, wk 3 | $33.64 | -3.5% | -9.5% | -19.1% | 51 | 8.2 | 3.61% | $62.4B |
| AFLAFLAC | Insurance - Life | Stage 3, wk 6 | $123.89 | +0.3% | -1.7% | -3.9% | 69 | 13.2 | 2.03% | $62.1B |
| NWGNatWest Group | Banks - Regional | Stage 3, wk 2 | $15.47 | -9.0% | -19.0% | -19.0% | 58 | 8.5 | 5.42% | $61.1B |
| NDAQNasdaq | Financial Data & Stock Exchanges | Stage 2, wk 11 | $106.23 | +0.6% | +13.2% | 0.0% | 73 | 30.1 | 1.21% | $59.4B |
| TFCTruist Financial | Banks - Regional | Stage 4, wk 2 | $48.79 | -1.1% | -5.1% | -9.9% | 66 | 12.5 | 4.36% | $58.5B |
| NUNu Holdings | Banks - Regional | Stage 1, wk 13 | $11.61 | -3.7% | -19.6% | -38.1% | 35 | 20.2 | — | $56.1B |
| FITBFifth Third Bancorp | Banks - Regional | Stage 3, wk 6 | $53.87 | -1.0% | -4.5% | -8.5% | 78 | 17.9 | 3.18% | $48.9B |
| PYPLPayPal Holdings | Credit Services | Stage 3, wk 3 | $57.01 | +0.1% | -1.2% | -16.8% | 41 | 10.9 | 0.98% | $47.4B |
| STTState Street | Asset Management | Stage 3, wk 3 | $169.77 | -2.3% | -7.1% | -12.1% | 85 | 13.7 | 2.18% | $46.2B |
| MSCIMSCI | Financial Data & Stock Exchanges | Stage 1, wk 1 | $623.38 | +0.8% | +8.9% | -2.8% | 62 | 33.9 | 1.36% | $45.3B |
| SLFSun Life Financial | Insurance - Diversified | Stage 3, wk 4 | $80.91 | -1.1% | -1.0% | -2.9% | 79 | 18.9 | 3.36% | $45.0B |
| AIGAmerican International Group | Insurance - Diversified | Stage 2, wk 1 | $81.90 | +0.6% | +4.6% | -3.6% | 59 | 15.2 | 2.45% | $42.8B |
| AMPAmeriprise Financial | Asset Management | Stage 3, wk 4 | $490.83 | -1.4% | -11.1% | -14.0% | 57 | 12.0 | 1.39% | $42.6B |
| ARESAres Management | Asset Management | Stage 3, wk 3 | $128.15 | +0.5% | -6.5% | -25.1% | 45 | 57.0 | 4.61% | $42.5B |
| PRUPrudential Financial | Insurance - Life | Stage 3, wk 3 | $116.45 | -0.4% | -4.2% | -5.9% | 70 | 10.7 | 4.88% | $40.2B |
| IXORIX | Financial Conglomerates | Stage 3, wk 4 | $36.83 | -1.4% | -7.9% | -10.8% | 86 | 10.2 | 2.67% | $39.6B |
| KBKB Financial Group | Banks - Regional | Stage 2, wk 21 | $112.70 | -1.6% | -6.2% | -15.2% | 80 | 10.0 | 2.75% | $39.1B |
| COINCoinbase Global | Financial Data & Stock Exchanges | Stage 2, wk 1 | $143.54 | -10.6% | -2.0% | -58.2% | 20 | — | — | $38.0B |
| RKTRocket Companies | Mortgage Finance | Stage 4, wk 7 | $12.80 | +7.4% | -6.4% | -45.4% | 38 | — | — | $36.3B |
| HIGHartford Insurance Group | Insurance - Diversified | Stage 4, wk 4 | $132.59 | +0.4% | -6.8% | -8.6% | 62 | 9.9 | 1.77% | $35.5B |
| CBOECboe Global Markets | Financial Data & Stock Exchanges | Stage 2, wk 2 | $335.53 | +6.8% | +13.0% | -8.1% | 84 | 26.5 | 1.01% | $35.0B |
| ACGLArch Capital Group | Insurance - Diversified | Stage 3, wk 6 | $106.36 | +2.3% | +5.2% | -0.1% | 72 | 8.0 | — | $34.7B |
| HBANHuntington Bancshares | Banks - Regional | Stage 4, wk 4 | $15.78 | -1.2% | -8.2% | -15.7% | 60 | 12.0 | 3.94% | $31.8B |
| MTBM&T Bank | Banks - Regional | Stage 3, wk 6 | $220.72 | -1.5% | -11.0% | -12.6% | 73 | 11.8 | 2.73% | $31.7B |
| NTRSNorthern Trust | Asset Management | Stage 3, wk 4 | $169.16 | -2.2% | -6.7% | -11.2% | 79 | 13.0 | 2.11% | $30.6B |
| SHGShinhan Financial Group | Banks - Regional | Stage 3, wk 1 | $65.59 | -0.5% | -7.9% | -22.4% | 72 | 9.0 | 2.86% | $30.4B |
| PUKPrudential Public | Insurance - Life | Stage 4, wk 6 | $24.70 | +1.3% | -17.3% | -25.0% | 47 | 8.5 | 2.28% | $30.2B |
| RJFRaymond James Financial | Asset Management | Stage 3, wk 4 | $157.22 | -2.5% | -11.2% | -12.9% | 54 | 13.9 | 1.39% | $30.2B |
| WTWWillis Towers Watson Public | Insurance Brokers | Stage 3, wk 3 | $324.42 | +1.2% | -4.7% | -7.2% | 56 | 20.6 | 1.21% | $29.9B |
| CINFCincinnati Financial | Insurance - Property & Casualty | Stage 3, wk 7 | $181.19 | -0.4% | +2.4% | -5.1% | 71 | 8.4 | 2.17% | $27.8B |
| BAPCredicorp | Banks - Regional | Stage 3, wk 6 | $348.96 | -3.4% | -11.8% | -13.3% | 81 | 14.0 | 3.71% | $27.7B |
| WRBW.R. Berkley | Insurance - Property & Casualty | Stage 2, wk 1 | $73.86 | +1.0% | +2.6% | -2.9% | 58 | 16.0 | 0.54% | $27.4B |
| NMRNomura Holdings Inc ADR | Capital Markets | Stage 3, wk 2 | $9.38 | -1.0% | -2.2% | -13.6% | 77 | 10.5 | 3.51% | $27.4B |
| CFGCitizens Financial Group | Banks - Regional | Stage 3, wk 6 | $63.81 | -3.0% | -12.2% | -14.6% | 75 | 14.2 | 3.21% | $26.7B |
| TWTradeweb Markets | Capital Markets | Stage 1, wk 10 | $122.54 | +3.1% | +21.5% | -2.9% | 66 | 29.2 | 0.47% | $26.5B |
| FCNCAFirst Citizens BancShares | Banks - Regional | Stage 3, wk 3 | $2,352.64 | -1.3% | +6.2% | -1.3% | 77 | 11.8 | 0.39% | $26.1B |
| AFRMAffirm Holdings | Credit Services | Stage 3, wk 7 | $73.47 | -1.8% | -2.9% | -14.4% | 55 | 13.1 | — | $24.8B |
| SYFSynchrony Financial | Credit Services | Stage 3, wk 3 | $75.35 | -2.1% | -2.8% | -13.8% | 57 | 7.8 | 1.83% | $24.5B |
| RFRegions Financial | Banks - Regional | Stage 3, wk 6 | $28.57 | -1.1% | -8.3% | -10.9% | 72 | 11.1 | 4.28% | $24.3B |
| PFGPrincipal Financial Group | Asset Management | Stage 3, wk 2 | $111.63 | -1.8% | -2.3% | -5.8% | 81 | 15.7 | 3.10% | $23.7B |
| BROBrown & Brown | Insurance Brokers | Stage 3, wk 5 | $69.76 | +2.8% | -2.6% | -14.6% | 45 | 23.5 | 0.94% | $23.1B |
| MKLMarkel Group | Insurance - Property & Casualty | Stage 4, wk 8 | $1,869.82 | +0.1% | -0.5% | -14.7% | 56 | 10.5 | — | $22.9B |
| LLoews | Insurance - Property & Casualty | Stage 4, wk 3 | $111.32 | -0.3% | -4.2% | -6.7% | 64 | 13.9 | 0.22% | $22.8B |
| KEYKeyCorp | Banks - Regional | Stage 4, wk 3 | $21.12 | -1.7% | -6.5% | -11.1% | 74 | 12.3 | 3.90% | $22.3B |
| TROWT. Rowe Price Group | Asset Management | Stage 3, wk 7 | $103.90 | -2.6% | -7.3% | -13.5% | 58 | 10.4 | 5.03% | $22.2B |
| LPLALPL Financial Holdings | Capital Markets | Stage 3, wk 3 | $283.74 | +1.5% | -21.2% | -27.6% | 41 | 25.4 | 0.37% | $22.1B |
And 470 more. See all of them in the screener →
Financial Stocks: quick answers
How many financial stocks are in an uptrend?
As of Oct 30, 2026, 136 of the 570 US-listed financial stocks we cover are in Stage 2, the uptrend phase, including Berkshire Hathaway (BRK-A), Berkshire Hathaway (BRK-B), Visa (V), Mastercard (MA) and BlackRock (BLK).
What is the largest financial stock?
Berkshire Hathaway (BRK-A), with a market value of $1.16T. It closed at $815,600.00 on Oct 30, 2026, in Stage 2.
Which financial stocks are near their 52-week high?
As of Oct 30, 2026, 6 are within 5% of a 52-week high: Berkshire Hathaway (BRK-A), Berkshire Hathaway (BRK-B), Visa (V), Mastercard (MA), Toronto Dominion Bank (TD) and BlackRock (BLK).
End-of-day data for common stocks and ADRs on the NYSE, Nasdaq and NYSE American, computed after each US close and dated to the trading session.