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.
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- Number of Stocks
- 10
- Median 1Y Volatility
- 39.41%
- Avg. Dividend Yield
- 4.36%
- Avg. 1 Year Return
- 25.64%
- Median P/E Ratio
- 7.09
- Median Risk/Return Score
- 55 / 100
Financial Conglomerates Stock List
2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| InvestSMART Group Limited | Financial Services | Financial Conglomerates | 16.67% | -8.36% | 0.00% | 61 | ||||||||
| Sequoia Financial Group Limited | Financial Services | Financial Conglomerates | -53.26% | -0.18% | 23.08% | 6 |
Best Financial Conglomerates Stocks by Risk/Return Score
The top Financial Conglomerates Stocks by PortfoliosLab Risk/Return Score are RILY (85) and VOYA (75).
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. | 85 | |
| Voya Financial, Inc. | 75 | |
| Jefferies Financial Group Inc. | 48 | |
| LendingTree, Inc. | 43 |
Best-Performing Financial Conglomerates Stocks Over 5 Years
The top Financial Conglomerates Stocks is JEF (16.15%).
Across the lineup, Financial Conglomerates Stocks show an average 1-year return of 25.64% and an average 5-year return of -2.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y |
|---|---|---|
| Jefferies Financial Group Inc. | 16.15% | |
| Voya Financial, Inc. | 7.93% | |
| LendingTree, Inc. | -29.02% | |
| B. Riley Financial, Inc. | -29.66% |
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