15 financial services stocks to watch in 2021 | finder.com

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Financial services stocks

Ready to invest in the finance industry? Consider these 15 stocks.

The best financial services stocks depend on your portfolio and investment goals — while volatility can be ideal for day traders, long-term investors will want to look to stocks with steadier gains over time.

How to buy financial services stocks

Sign up with an online broker or platform to invest in one of more of these financial services stocks.
  1. Compare share trading platforms. If you're a beginner, look for a platform with low commissions, expert ratings and investment tools to track your portfolio. Use our comparison table to narrow down top brokers by fees and bonuses.
  2. Open and fund your brokerage account. Complete an application with your personal and financial details, like your ID and bank information. Fund your account with a bank transfer, credit card or debit card.
  3. Search for the stock you're interested in. Find the stock by name or ticker symbol, like BAC or C. Research its history to confirm it's a solid investment against your financial goals.
  4. Purchase now or later. Invest in the finance industry today with a market order or use a limit order to delay your purchase until the stock reaches your desired price. To spread out your purchase, look into dollar-cost averaging, which smooths out buying at consistent intervals and amounts.
  5. Decide on how many to buy. Weigh your budget against a diversified portfolio that can minimize risk through the market's ups and downs. You may be able to buy fractional shares, depending on your broker.
  6. Check in on your investment. Congratulations, you own a part of a financial services company. Optimize your portfolio by tracking how your stock — and even the finance sector as a whole — performs with an eye on the long term. You may be eligible for dividends and shareholder voting rights on directors and management that can affect your stock.

Compare financial services stocks

We round up a selection of stocks in or related to the finance industry, weighting the list more heavily towards popular mid- and large-cap US stocks.

1. Bank of America Corporation (BAC)

Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, noninterest-and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The company's Global Wealth & Investment Management segment offers investment management, brokerage, banking, and trust and retirement products and services; and wealth management solutions, as well as customized solutions, including specialty asset management services.

Bank of America Corporation stock opened the day at $39.31 after a previous close of $38.74. The latest price was $39.15 (25 minute delay). Bank of America Corporation is listed on the NYSE, has a trailing 12-month revenue of around USD74.2 billion and employs 213,000 staff.

  • Market capitalization: $332,580,487,168
  • P/E ratio: 20.615
  • PEG ratio: 1.5954

2. Citigroup (C)

Citigroup Inc. , a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG).

Citigroup stock opened the day at $73.32 after a previous close of $72.54. The latest price was $72.45 (25 minute delay). Citigroup is listed on the NYSE, has a trailing 12-month revenue of around USD$58.4 billion and employs 210,000 staff.

  • Market capitalization: $152,140,578,816
  • P/E ratio: 15.4438
  • PEG ratio: 1.4309

3. Affiliated Managers Group (AMG)

Affiliated Managers Group, Inc. , through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds.

Affiliated Managers Group stock opened the day at $158.26 after a previous close of $157.81. The latest price was $157.50 (25 minute delay). Affiliated Managers Group is listed on the NYSE, has a trailing 12-month revenue of around USD$2 billion and employs 3,900 staff.

  • Market capitalization: $6,682,323,968
  • P/E ratio: 36.2079
  • PEG ratio: 0.7401

4. The Goldman Sachs Group (GS)

The Goldman Sachs Group, Inc. , a financial institution, provides range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management.

The Goldman Sachs Group stock opened the day at $340.29 after a previous close of $338.55. The latest price was $342.31 (25 minute delay). The Goldman Sachs Group is listed on the NYSE, has a trailing 12-month revenue of around USD$51.4 billion and employs 40,500 staff.

  • Market capitalization: $115,180,126,208
  • P/E ratio: 8.4085
  • PEG ratio: 2.1428

5. CME Group (CME)

CME Group Inc. , together with its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide. It offers futures and options products based on interest rates, equity indexes, foreign exchange, agricultural commodities, energy, and metals, as well as fixed income products through its electronic trading platforms, open outcry, and privately negotiated transactions.

CME Group stock opened the day at $205.23 after a previous close of $204.05. The latest price was $207.58 (25 minute delay). CME Group is listed on the NASDAQ, has a trailing 12-month revenue of around USD$4.9 billion and employs 4,370 staff.

  • Market capitalization: $73,516,711,936
  • P/E ratio: 34.8808
  • PEG ratio: 6.11

6. MSCI (MSCI)

MSCI Inc. , together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. The company operates through Index, Analytics, and All Other segments.

MSCI stock opened the day at $472.94 after a previous close of $469.65. The latest price was $473.52 (25 minute delay). MSCI is listed on the NYSE, has a trailing 12-month revenue of around USD$1.7 billion and employs 3,633 staff.

  • Market capitalization: $38,668,976,128
  • P/E ratio: 65.6307
  • PEG ratio: 3.8693

7. American Express Company (AXP)

American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services.

American Express Company stock opened the day at $149.71 after a previous close of $148.53. The latest price was $149.99 (25 minute delay). American Express Company is listed on the NYSE, has a trailing 12-month revenue of around USD$31.4 billion and employs 63,700 staff.

  • Market capitalization: $118,544,769,024
  • P/E ratio: 39.1379
  • PEG ratio: 0.9018

8. Ally Financial (ALLY)

Ally Financial Inc. , a bank holding company, provides various digital financial products and services to consumer, commercial, and corporate customers primarily in the United States and Canada. It operates through four segments: Automotive Finance Operations, Insurance Operations, Mortgage Finance Operations, and Corporate Finance Operations.

Ally Financial stock opened the day at $45.53 after a previous close of $45.47. The latest price was $45.68 (25 minute delay). Ally Financial is listed on the NYSE, has a trailing 12-month revenue of around USD$6.2 billion and employs 9,500 staff.

  • Market capitalization: $17,905,811,456
  • P/E ratio: 16.6736
  • PEG ratio: 0.3048

9. Berkshire Hathaway (BRK-B)

Berkshire Hathaway Inc. , through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America.

Berkshire Hathaway stock opened the day at $259.94 after a previous close of $258.82. The latest price was $258.19 (25 minute delay). Berkshire Hathaway is listed on the NYSE, has a trailing 12-month revenue of around USD$245.5 billion and employs 360,000 staff.

  • Market capitalization: $572,880,977,920
  • P/E ratio: 0.0093
  • PEG ratio: 0.2601

10. MetLife (MET)

MetLife, Inc. , a financial services company, provides insurance, annuities, employee benefits, and asset management services worldwide. It operates through five segments: U. S.

MetLife stock opened the day at $62.94 after a previous close of $62.30. The latest price was $63.07 (25 minute delay). MetLife is listed on the NYSE and has a trailing 12-month revenue of around USD$67.8 billion.

  • Market capitalization: $55,098,056,704
  • P/E ratio: 10.9683
  • PEG ratio: 2.5474

11. The Allstate Corporation (ALL)

The Allstate Corporation, through its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection, Protection Services, Allstate Life, and Allstate Benefits segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal lines products, such as renter, condominium, landlord, boat, umbrella, and manufactured home and stand-alone scheduled personal property; and commercial lines products under the Allstate and Encompass brand names.

The Allstate Corporation stock opened the day at $122.00 after a previous close of $121.59. The latest price was $122.20 (25 minute delay). The Allstate Corporation is listed on the NYSE, has a trailing 12-month revenue of around USD$44.8 billion and employs 41,860 staff.

  • Market capitalization: $36,167,184,384
  • P/E ratio: 6.9567
  • PEG ratio: 2.1181

12. Lemonade (LMND)

Lemonade, Inc. provides various insurance products in the United States and Europe. Its insurance products cover stolen or damaged property, and personal liability that protects its customers if they are responsible for an accident or damage to another person or their property.

Lemonade stock opened the day at $95.17 after a previous close of $94.01. The latest price was $98.65 (25 minute delay). Lemonade is listed on the NYSE, has a trailing 12-month revenue of around USD$94.4 million and employs 567 staff.

  • Market capitalization: $5,478,598,656

13. Visa (V)

Visa Inc. operates as a payments technology company worldwide. The company facilitates digital payments among consumers, merchants, financial institutions, businesses, strategic partners, and government entities.

Visa stock opened the day at $227.17 after a previous close of $226.28. The latest price was $226.41 (25 minute delay). Visa is listed on the NYSE, has a trailing 12-month revenue of around USD$21.5 billion and employs 20,500 staff.

  • Market capitalization: $490,623,205,376
  • P/E ratio: 45.9372
  • PEG ratio: 1.856

14. Rocket Companies (RKT)

Rocket Companies, Inc. engages in the tech-driven real estate, mortgage, and eCommerce businesses in the United States and Canada. It operates in two segments, Direct to Consumer and Partner Network.

Rocket Companies stock opened the day at $24.05 after a previous close of $23.80. The latest price was $23.20 (25 minute delay). Rocket Companies is listed on the NYSE, has a trailing 12-month revenue of around USD$16 billion and employs 24,000 staff.

  • Market capitalization: $45,166,084,096
  • P/E ratio: 484.0311

15. LendingTree (TREE)

LendingTree, Inc. , through its subsidiary, LT Intermediate Company, LLC, operates online consumer platform in the United States. It operates through three segments: Home, Consumer, and Insurance.

LendingTree stock opened the day at $242.22 after a previous close of $234.54. The latest price was $240.67 (25 minute delay). LendingTree is listed on the NASDAQ, has a trailing 12-month revenue of around USD$910 million and employs 1,289 staff.

  • Market capitalization: $3,011,917,568
  • P/E ratio: 134.4701
  • PEG ratio: 14.8904

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The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.

Bottom line

While it’s possible to turn a profit investing in financial services stocks, keep in mind that — like any investment — financial services stocks are not immune to risk. These stocks are subject to fluctuating conditions — both in the market and in the finance industry, so carefully vet your picks before you invest. And if you’re new to investing, or if it’s been awhile since you’ve taken a critical look at your investing accounts, compare brokers to make sure you’re getting the best features in your trading account.

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