PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

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
27.26%
Avg. Dividend Yield
4.12%
Avg. 1 Year Return
22.21%
Median P/E Ratio
9.98
Median Risk/Return Score
63 / 100
Financial Services Stock List

114 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
CGI.TO
Canadian General Investments, LimitedFinancial ServicesAsset Management
12.51%
14.63%
2.21%
90
CIX.TO
CI Financial Corp.Financial ServicesAsset Management——0.00%—
CM.TO
Canadian Imperial Bank of CommerceFinancial ServicesBanks - Diversified
23.06%
20.49%
2.69%
97
CRWN.TO
Crown Capital Partners Inc.Financial ServicesCredit Services
-10.77%
-22.44%
0.00%
29
CVG.TO
Clairvest Group Inc.Financial ServicesAsset Management
3.74%
12.66%
1.17%
50
CXI.TO
Currency Exchange International, Corp.Financial ServicesCapital Markets
9.26%
-0.60%
0.00%
60
CYB.TO
Cymbria CorporationFinancial ServicesAsset Management
2.21%
9.46%
0.00%
63
DELX.V
DelphX Capital Markets IncFinancial ServicesCapital Markets
-40.00%
—0.00%
17
DF.TO
Dividend 15 Split Corp. IIFinancial ServicesAsset Management
18.97%
14.08%
14.46%
96
DFN.TO
Dividend 15 Split Corp.Financial ServicesAsset Management
15.72%
12.33%
14.80%
96
DFY.TO
Definity Financial CorpFinancial ServicesInsurance - Property & Casualty
-9.50%
—1.14%
27
DGS.TO
Dividend Growth Split Corp.Financial ServicesAsset Management
16.47%
17.53%
14.05%
94
DLCG.TO
Dominion Lending Centres Inc.Financial ServicesMortgage Finance
-8.08%
8.53%
1.88%
37
DS.TO
Dividend Select 15 Corp.Financial ServicesAsset Management
12.79%
10.20%
8.86%
91
ECN.TO
ECN Capital Corp.Financial ServicesCredit Services——1.29%—
ELF.TO
E-L Financial Corporation LimitedFinancial ServicesInsurance - Life
12.73%
177.62%
7.03%
69
ENS.TO
E Split Corp.Financial ServicesCapital Markets
29.91%
—8.46%
91
EQB.TO
Equitable Group Inc.Financial ServicesMortgage Finance
15.01%
17.35%
1.88%
73
ESP.TO
Brompton Energy Split CorpFinancial ServicesAsset Management————
FA.V
Fountain Asset CorpFinancial ServicesCredit Services————

Rows per page

21–40 of 114

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.
SymbolNameRisk / Return Rank
BFCC
BankFirst Capital Corporation
100
FNRN
First Northern Community Bancorp
99
EZPW
EZCORP, Inc.
98
MSVB
Mid-Southern Bancorp, Inc.
98
ATLO
Ames National Corporation
98

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 22.21% and an average 5-year return of 7.33%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
UNCFF
UniCredit S.p.A
58.09%
UNCRY
UniCredit SpA ADR
53.31%
BPXXY
Bper Banca SpA ADR
51.95%
BMA
Banco Macro S.A.
47.02%
BNDSY
Banco de Sabadell SA ADR
45.17%

Top Stocks Sectors

Industrials · 1,761 StocksHealthcare · 1,725 StocksTechnology · 1,483 StocksConsumer Cyclical · 1,354 StocksBasic Materials · 1,168 StocksConsumer Defensive · 676 StocksCommunication Services · 669 StocksReal Estate · 624 StocksEnergy · 559 StocksUtilities · 338 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
TD.TO vs. VDY.TOTD.TO vs. ENB.TOTD.TO vs. RYTD.TO vs. CM.TOTD.TO vs. DGS.TODFN.TO vs. DF.TODFN.TO vs. FFN.TODFN.TO vs. DGS.TODFN.TO vs. BK.TODFN.TO vs. LBS.TORY.TO vs. VDY.TORY.TO vs. BMO.TORY.TO vs. CNR.TORY.TO vs. XDIV.TORY.TO vs. CM.TOPOW.TO vs. GWO.TOPOW.TO vs. CPX.TOPOW.TO vs. MFC.TOPOW.TO vs. MFCPOW.TO vs. BAM.TOFFH.TO vs. BRK-BFFH.TO vs. MKLFFH.TO vs. IFC.TOFFH.TO vs. VOOFFH.TO vs. FRFHFPSLV.TO vs. SIVRPSLV.TO vs. SVR.TOPSLV.TO vs. PHYSPSLV.TO vs. SLVPSLV.TO vs. MNS.TOPHYS.TO vs. CGL-C.TOPHYS.TO vs. MNT.TOPHYS.TO vs. GLDPHYS.TO vs. KILO.TOPHYS.TO vs. ZGLD.TOGLXY.TO vs. BTC-USDGLXY.TO vs. COINGLXY.TO vs. HUT.TOGLXY.TO vs. MSTRGLXY.TO vs. MARAFTN.TO vs. FFN.TOFTN.TO vs. BK.TOFTN.TO vs. FIE.TOFTN.TO vs. LBS.TOFTN.TO vs. DF.TOBNS.TO vs. BNSBNS.TO vs. CM.TOBNS.TO vs. NA.TOBNS.TO vs. MFC.TOBNS.TO vs. BMO.TO