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Financial Services Stocks — Banks, Insurers, Exchanges
The Financial Services sector contains companies that provide various financial services. Main sub-sectors include banking, insurance, and payment processing. Examples of companies in this sector include Royal Bank of Canada, Visa, and Mastercard.
Why invest
A Canadian investor may want exposure to the Financial Services sector for diversification, as it tends to perform differently than other sectors. Additionally, a positive macro thesis on the economy can support growth in financial services stocks.
How to choose
Canadian investors should consider balance-sheet quality and competitive moat when picking individual stocks in the Financial Services sector. A strong balance sheet and durable competitive advantage can provide stability and long-term growth potential.
Tax considerations
For Canadian investors in Financial Services stocks, a non-registered account is tax-optimal due to the Canadian dividend tax credit, which applies to eligible dividends received in this type of account. This credit can help reduce the tax payable on dividend income from Canadian financial services companies.
Popular stocks
Royal Bank of Canada (RY.TO) — provides personal and commercial banking services, as well as investment and insurance products to individuals and businesses. JPMorgan Chase (JPM) — operates as a diversified financial services company offering consumer and community banking, corporate and investment banking, and asset…
Best account
Non-registered — The Canadian Big Six banks (RY, TD, BMO, BNS, CM, NA) pay high eligible dividends — a non-registered account benefits from the dividend tax credit.
What are the best financial services stocks listed in Canada?
The Canadian financial services sector is home to several prominent stocks, including major banks and insurance companies. Many of these stocks are considered stable and reliable, offering investors a relatively low-risk investment opportunity.
How does Canadian vs U.S. dividend taxation compare in this sector?
In the Financial Services sector, Canadian dividend taxation can be more favorable than U.S. taxation due to the Canadian dividend tax credit, which applies to eligible dividends in non-registered accounts. However, this benefit does not extend to U.S.
Is it better to buy individual stocks or a sector ETF for this sector?
For the Financial Services sector, investors have the option to buy individual stocks or a sector-specific ETF. Buying individual stocks allows for targeted investment in specific companies, such as Canadian banks.
Financial Services Stocks — Banks, Insurers, Exchanges
The Financial Services sector contains companies that provide various financial services. Main sub-sectors include banking, insurance, and payment processing. Examples of companies in this sector include Royal Bank of Canada, Visa, and Mastercard.
Why invest
A Canadian investor may want exposure to the Financial Services sector for diversification, as it tends to perform differently than other sectors. Additionally, a positive macro thesis on the economy can support growth in financial services stocks.
How to choose
Canadian investors should consider balance-sheet quality and competitive moat when picking individual stocks in the Financial Services sector. A strong balance sheet and durable competitive advantage can provide stability and long-term growth potential.
Tax considerations
For Canadian investors in Financial Services stocks, a non-registered account is tax-optimal due to the Canadian dividend tax credit, which applies to eligible dividends received in this type of account. This credit can help reduce the tax payable on dividend income from Canadian financial services companies.
Popular stocks
Royal Bank of Canada (RY.TO) — provides personal and commercial banking services, as well as investment and insurance products to individuals and businesses. JPMorgan Chase (JPM) — operates as a diversified financial services company offering consumer and community banking, corporate and investment banking, and asset…
Best account
Non-registered — The Canadian Big Six banks (RY, TD, BMO, BNS, CM, NA) pay high eligible dividends — a non-registered account benefits from the dividend tax credit.
What are the best financial services stocks listed in Canada?
The Canadian financial services sector is home to several prominent stocks, including major banks and insurance companies. Many of these stocks are considered stable and reliable, offering investors a relatively low-risk investment opportunity.
How does Canadian vs U.S. dividend taxation compare in this sector?
In the Financial Services sector, Canadian dividend taxation can be more favorable than U.S. taxation due to the Canadian dividend tax credit, which applies to eligible dividends in non-registered accounts. However, this benefit does not extend to U.S.
Is it better to buy individual stocks or a sector ETF for this sector?
For the Financial Services sector, investors have the option to buy individual stocks or a sector-specific ETF. Buying individual stocks allows for targeted investment in specific companies, such as Canadian banks.
ETFs | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
BR BRK.TO Berkshire Hathaway Inc. | Financial Services | TSX | — | $878.7B | $34.66 | -7.7% | 13.50 | — | 0.62 | |
JP JPM JPMorgan Chase & Co. | Financial Services | NYSE | +307 | $806.1B | US$300.85 | +18.0% | 14.33 | 2.00% | 1.02 | |
V V Visa Inc. | Financial Services | NYSE | +314 | $518.5B | US$312.40 | -7.9% | 28.48 | 0.82% | 0.78 | |
MA MA Mastercard Incorporated | Financial Services | NYSE | +299 | $413.6B | US$471.55 | -12.9% | 28.57 | 0.70% | 0.76 | |
BA BAC Bank of America Corporation | Financial Services | NYSE | +211 | $371.9B | US$52.40 | +20.1% | 12.80 | 2.17% | 1.22 | |
RY RY.TO Royal Bank of Canada | Financial Services | TSX | +164 | $369.4B | $265.81 | +53.8% | 17.18 | 2.66% | 0.94 | |
MS MS Morgan Stanley | Financial Services | NYSE | +211 | $331.5B | US$210.14 | +60.4% | 18.84 | 1.92% | 1.21 | |
HS HSBC HSBC Holdings plc | Financial Services | NYSE | $321.2B | US$93.64 | +64.5% | 15.49 | 4.00% | 0.57 | ||
GS GS The Goldman Sachs Group, Inc. | Financial Services | NYSE | +205 | $307.1B | US$1,041.02 | +66.4% | 18.73 | 1.76% | 1.27 | |
RY RY Royal Bank of Canada | Financial Services | NYSE | +164 | $265.5B | US$191.08 | +50.4% | 17.06 | 2.69% | 0.94 | |
TD TD.TO The Toronto-Dominion Bank | Financial Services | TSX | +154 | $258.1B | $156.24 | +72.7% | 18.52 | 2.84% | 0.87 | |
WF WFC Wells Fargo & Company | Financial Services | NYSE | +193 | $240.8B | US$78.68 | +5.0% | 11.98 | 2.32% | 0.96 | |
C C Citigroup Inc. | Financial Services | NYSE | +183 | $221.6B | US$129.93 | +70.0% | 15.54 | 1.91% | 1.12 | |
MU MUFG Mitsubishi UFJ Financial Group, Inc. | Financial Services | NYSE | $219.5B | US$19.45 | +37.8% | 14.07 | 2.64% | 0.33 | ||
AX AXP American Express Company | Financial Services | NYSE | +205 | $205.1B | US$300.57 | +7.4% | 19.77 | 1.20% | 1.08 | |
TD TD The Toronto-Dominion Bank | Financial Services | NYSE | +154 | $185.6B | US$112.36 | +68.3% | 18.44 | 2.86% | 0.87 | |
SA SAN Banco Santander, S.A. | Financial Services | NYSE | +3 | $175.1B | US$12.16 | +50.4% | 12.12 | 2.23% | 0.95 | |
BM BMO.TO Bank of Montreal | Financial Services | TSX | +122 | $158.0B | $225.53 | +60.0% | 17.21 | 3.05% | 1.17 | |
UB UBS UBS Group AG | Financial Services | NYSE | — | $155.1B | US$47.32 | +51.2% | 16.87 | 2.34% | 0.83 | |
BL BLK BlackRock, Inc. | Financial Services | NYSE | +154 | $153.8B | US$990.87 | +11.8% | 26.32 | 2.19% | 1.46 | |
SC SCHW The Charles Schwab Corporation | Financial Services | NYSE | +181 | $150.6B | US$86.59 | +2.7% | 17.37 | 1.47% | 0.80 | |
SM SMFG Sumitomo Mitsui Financial Group, Inc. | Financial Services | NYSE | $146.1B | US$22.97 | +47.8% | 14.17 | 2.50% | 0.39 | ||
BN BNS.TO The Bank of Nova Scotia | Financial Services | TSX | +128 | $136.6B | $111.40 | +62.3% | 15.26 | 4.12% | 1.22 | |
CM CM.TO Canadian Imperial Bank of Commerce | Financial Services | TSX | +137 | $136.5B | $149.27 | +77.2% | 14.93 | 2.84% | 1.30 | |
BN BN.TO Brookfield Corporation | Financial Services | TSX | +60 | $136.1B | $60.94 | +19.9% | 89.73 | 0.61% | 1.85 | |
BB BBVA Banco Bilbao Vizcaya Argentaria, S.A. | Financial Services | NYSE | +2 | $126.2B | US$22.65 | +53.3% | 11.09 | 4.61% | 0.89 | |
SP SPGI S&P Global Inc. | Financial Services | NYSE | +188 | $122.0B | US$412.29 | -18.8% | 26.80 | 0.92% | 1.10 | |
CB CB Chubb Limited | Financial Services | NYSE | $121.3B | US$312.75 | +14.1% | 11.03 | 1.31% | 0.44 | ||
HD HDB HDFC Bank Limited | Financial Services | NYSE | +14 | $120.9B | US$23.55 | -32.8% | 17.11 | 1.76% | 0.48 | |
MF MFG Mizuho Financial Group, Inc. | Financial Services | NYSE | $115.3B | US$9.46 | +65.9% | 14.24 | 2.19% | 0.40 | ||
BM BMO Bank of Montreal | Financial Services | NYSE | +122 | $113.7B | US$162.33 | +56.2% | 17.24 | 3.06% | 1.17 | |
PG PGR The Progressive Corporation | Financial Services | NYSE | +187 | $112.9B | US$193.46 | -24.1% | 9.68 | 7.30% | 0.29 | |
CO COF Capital One Financial Corporation | Financial Services | NYSE | +160 | $110.5B | US$177.62 | -1.2% | 57.82 | 1.70% | 1.05 | |
BA BAM.TO Brookfield Asset Management Ltd. | Financial Services | TSX | +29 | $100.4B | $62.85 | -13.9% | 30.87 | 4.11% | 1.25 | |
BN BNS The Bank of Nova Scotia | Financial Services | NYSE | +128 | $98.4B | US$80.26 | +54.5% | 15.28 | 4.13% | 1.22 | |
CM CM Canadian Imperial Bank of Commerce | Financial Services | NYSE | +137 | $98.3B | US$107.41 | +73.3% | 14.92 | 2.84% | 1.30 | |
BN BN Brookfield Corporation | Financial Services | NYSE | +60 | $98.0B | US$43.88 | +18.0% | 89.39 | 0.61% | 1.85 | |
BK BK Bank of New York Mellon Corp | Financial Services | NYSE | +171 | $97.0B | US$141.28 | +58.2% | 17.02 | 0.02% | 1.07 | |
IB IBN ICICI Bank Limited | Financial Services | NYSE | +15 | $91.4B | US$25.50 | -24.0% | 16.92 | 0.95% | 0.28 | |
CM CME CME Group Inc. | Financial Services | NASDAQ | +205 | $91.3B | US$252.64 | +6.4% | 23.36 | 1.90% | 0.26 | |
MF MFC.TO Manulife Financial Corporation | Financial Services | TSX | +56 | $88.5B | $53.03 | +27.3% | 15.20 | 3.51% | 0.76 | |
PN PNC The PNC Financial Services Group, Inc. | Financial Services | NYSE | +131 | $87.6B | US$218.27 | +29.0% | 12.86 | 3.08% | 0.93 | |
IN ING ING Groep N.V. | Financial Services | NYSE | $87.3B | US$30.43 | +48.3% | 12.18 | 4.09% | 0.90 | ||
BC BCS Barclays PLC | Financial Services | NYSE | $83.7B | US$24.69 | +36.4% | 10.53 | 1.87% | 0.90 | ||
US USB U.S. Bancorp | Financial Services | NYSE | +146 | $82.5B | US$53.14 | +31.2% | 11.50 | 3.76% | 1.02 | |
BX BX Blackstone Inc. | Financial Services | NYSE | +129 | $81.8B | US$110.28 | -12.8% | 29.99 | 4.25% | 1.63 | |
KK KKR KKR & Co. Inc. | Financial Services | NYSE | +125 | $81.3B | US$90.53 | -22.1% | 32.63 | 0.78% | 1.85 | |
MC MCO Moody's Corporation | Financial Services | NYSE | +152 | $78.3B | US$448.39 | -6.2% | 32.47 | 0.91% | 1.37 | |
IC ICE Intercontinental Exchange, Inc. | Financial Services | NYSE | +157 | $78.3B | US$138.45 | -13.5% | 21.49 | 1.41% | 0.96 | |
LY LYG Lloyds Banking Group plc | Financial Services | NYSE | $77.6B | US$5.34 | +30.5% | 13.34 | 3.66% | 0.94 |