The BalancedInvestor Club

Banks Diversified Industry Analysis

21 companies analyzed • Returns from -194.2% to +48.4%

Company List (21 Results)

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Industry Performance

(21/21 companies)
2025-09-02 → 2026-08-31
Weighted Avg
+25.0%
Best
+48.4%
Worst
-194.2%
Returns Distribution
Top 5
1. TD+48.4%2. HSBC+47.5%3. BBVA+47.0%4. SMFG+45.0%5. SAN+43.3%
Bottom 5
1. BK-194.2%2. FRBT+0.9%3. WFC+5.5%4. JPM+17.3%5. BAC+20.6%

TD

+48.4%

Toronto Dominion Bank

HSBC

+47.5%

HSBC Holdings PLC ADR

BBVA

+47.0%

Banco Bilbao Viscaya Argentaria SA ADR

SMFG

+45.0%

Sumitomo Mitsui Financial Group Inc

SAN

+43.3%

Banco Santander SA ADR

BNY

+43.2%

Bank Of New York Mellon Corp

MUFG

+39.6%

Mitsubishi UFJ Financial Group Inc ADR

BNS

+38.9%

Bank of Nova Scotia

ING

+38.9%

ING Group NV ADR

CM

+38.5%

Canadian Imperial Bank Of Commerce

RY

+34.4%

Royal Bank of Canada

UBS

+34.0%

UBS Group AG

BMO

+33.6%

Bank of Montreal

C

+32.8%

Citigroup Inc

BCS

+30.9%

Barclays PLC ADR

NTB

+28.9%

Bank of N.T. Butterfield & Son Ltd

BAC

+20.6%

Bank of America Corp

JPM

+17.3%

JPMorgan Chase & Co

WFC

+5.5%

Wells Fargo & Company

FRBT

+0.9%

Forbright Inc - Class A

1–20 of 21
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Methodology

The Weighted Average return (+25.0%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

20 companies with market cap data included: TD, HSBC, BBVA, SMFG, SAN, BNY, MUFG, BNS, ING, CM and 10 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer