Financial Conglomerates Stock List
Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.
Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.
- Number of Stocks
- 10
- Median 1Y Volatility
- 39.27%
- Avg. Dividend Yield
- 4.45%
- Avg. 1 Year Return
- 28.28%
- Median P/E Ratio
- 7.03
- Median Risk/Return Score
- 50 / 100
Financial Conglomerates Stock List
4 results
| Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | Financial Services | Financial Conglomerates | -11.14% | 17.01% | 2.95% | 49 | ||||||||
| B. Riley Financial, Inc. | Financial Services | Financial Conglomerates | 109.64% | 5.97% | 0.00% | 87 | ||||||||
| LendingTree, Inc. | Financial Services | Financial Conglomerates | -28.03% | -7.79% | 0.00% | 45 | ||||||||
| Voya Financial, Inc. | Financial Services | Financial Conglomerates | 12.21% | 11.52% | 2.25% | 68 |
Best Financial Conglomerates Stocks by Risk/Return Score
The top Financial Conglomerates Stocks by PortfoliosLab Risk/Return Score are RILY (87) and VOYA (68).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank |
|---|---|---|
| B. Riley Financial, Inc. | 87 | |
| Voya Financial, Inc. | 68 | |
| Jefferies Financial Group Inc. | 49 | |
| LendingTree, Inc. | 45 |
Best-Performing Financial Conglomerates Stocks Over 5 Years
The top Financial Conglomerates Stocks is JEF (15.64%).
Across the lineup, Financial Conglomerates Stocks show an average 1-year return of 28.28% and an average 5-year return of -2.25%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y |
|---|---|---|
| Jefferies Financial Group Inc. | 15.64% | |
| Voya Financial, Inc. | 6.84% | |
| B. Riley Financial, Inc. | -28.10% | |
| LendingTree, Inc. | -28.23% |
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