By sector
Bank & finance shares, explained
Financial companies make money from the flow of money itself: banks on the gap between what they pay savers and charge borrowers, insurers on premiums, and payment networks on a tiny slice of every card tap.
Because of that, the whole sector tends to move with interest rates and the health of the economy. That shared sensitivity is worth understanding before you read any single name below - each links to its full plain-English explainer.
Berkshire Hathaway Inc.
BRK-B
Balanced+7%
JPMorgan Chase & Co.
JPM
Dividend payer+20%
Visa Inc.
V
High quality+5%
Mastercard Incorporated
MA
High quality+3%
Bank of America Corporation
BAC
Dividend payer+32%
Morgan Stanley
MS
High-growth+49%
Goldman Sachs
GS
Dividend payer+42%
HSBC Holdings
HSBA.L
Balanced+71%
Wells Fargo & Company
WFC
Dividend payer+8%
American Express Company
AXP
Dividend payer+12%
Citigroup
C
Dividend payer+41%
Charles Schwab
SCHW
Dividend payer+8%
BlackRock, Inc.
BLK
Balanced-0%
Blackstone Inc.
BX
High quality-24%
Interactive Brokers Group, Inc.
IBKR
High-growth+33%
Chubb
CB
Dividend payer+32%
Capital One Financial Corporation
COF
Dividend payer-1%
The Progressive Corporation
PGR
Balanced-7%
S&P Global Inc.
SPGI
Out of favour-17%
BNY Mellon
BNY
Dividend payer+55%
PNC Financial
PNC
Dividend payer+34%
U.S. Bancorp
USB
Dividend payer+43%
CME Group Inc.
CME
High quality+0%
KKR & Co. Inc.
KKR
Balanced-32%
Marsh & McLennan Companies, Inc.
MRSH
Balanced-3%
Intercontinental Exchange, Inc.
ICE
Balanced-17%
Moody's Corporation
MCO
Balanced-6%
Travelers
TRV
Dividend payer+47%
Robinhood Markets, Inc.
HOOD
Out of favour-18%
Aon plc
AON
Dividend payer+2%
Apollo Global Management, Inc.
APO
Balanced-12%
Nu Holdings Ltd.
NU
Balanced+14%
Barclays PLC
BARC.L
Dividend payer+37%
Allstate
ALL
Dividend payer+40%
Lloyds Banking Group
LLOY.L
Dividend payer+51%
Aflac
AFL
Dividend payer+32%
Arthur J. Gallagher & Co.
AJG
Balanced-12%
Truist Financial Corporation
TFC
Dividend payer+22%
MetLife, Inc.
MET
Balanced+32%
NatWest Group
NWG.L
Dividend payer+38%
40 names · each links to its full, plain-English explainer.