PortfoliosLab logoPortfoliosLab logo

Financial Services 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
1,958
Median 1Y Volatility
27.18%
Avg. Dividend Yield
4.34%
Avg. 1 Year Return
22.02%
Median P/E Ratio
10.01
Median Risk/Return Score
63 / 100
Financial Services Stock List

67 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Australian Bond Exchange Holdings LimitedFinancial ServicesCapital Markets
-42.31%
0.00%
14
Acorn Capital Investment Fund LimitedFinancial ServicesAsset Management
3.80%
6.70%
6.68%
76
Australian Finance Group LtdFinancial ServicesMortgage Finance
-24.04%
12.12%
6.19%
16
Australian Foundation Investment Company LimitedFinancial ServicesAsset Management
-7.72%
5.66%
5.23%
14
Argo Global Listed Infrastructure LimitedFinancial ServicesAsset Management
-2.96%
5.79%
4.13%
52
AMP LimitedFinancial ServicesAsset Management5.63%
ANZ Group Holdings LimitedFinancial ServicesBanks - Diversified
0.19%
0.00%
39
ANZ Group Holdings LimitedFinancial ServicesBanks - Diversified
0.03%
0.00%
41
ANZ Group Holdings LimitedFinancial ServicesBanks - Regional
1.25%
4.83%
83
ANZ Group Holdings LimitedFinancial ServicesBanks - Diversified
-2.93%
8.68%
4.81%
68
Ariadne Australia LimitedFinancial ServicesAsset Management
-4.97%
6.77%
2.08%
44
Argo Investments LimitedFinancial ServicesAsset Management
-1.19%
5.91%
4.36%
44
Australian United Investment Company LimitedFinancial ServicesAsset Management
-3.25%
8.22%
4.18%
39
Bendigo and Adelaide Bank LimitedFinancial ServicesBanks - Regional
1.28%
5.22%
78
Bell Financial Group LimitedFinancial ServicesCapital Markets
9.68%
18.22%
6.88%
64
BSP Financial Group LimitedFinancial ServicesBanks - Regional
6.26%
6.20%
59
Benjamin Hornigold LtdFinancial ServicesAsset Management
-10.00%
0.00%
46
BKI Investment Company LimitedFinancial ServicesAsset Management
2.04%
4.32%
2.29%
46
Bank of Queensland LimitedFinancial ServicesBanks - Regional
1.23%
5.18%
73
Bank of Queensland LimitedFinancial ServicesBanks - Regional
1.05%
4.89%
75

Rows per page

1–20 of 67

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are BFCC (100) and FNRN (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (58.09%). Across the lineup, Financial Services Stocks show an average 1-year return of 22.02% and an average 5-year return of 7.00%, providing a clearer view of performance across different investment horizons.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.