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
- 1,965
- Median 1Y Volatility
- 27.06%
- Avg. Dividend Yield
- 4.29%
- Avg. 1 Year Return
- 23.69%
- Median P/E Ratio
- 9.99
- Median Risk/Return Score
- 62 / 100
Financial Services 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| loanDepot, Inc | Financial Services | Mortgage Finance | -38.96% | — | 0.00% | 42 | ||||||||
| Prudential Financial, Inc. | Financial Services | Insurance - Life | -5.51% | 6.75% | 4.58% | 40 | ||||||||
| Svenska Handelsbanken AB | Financial Services | Banks - Diversified | 3.81% | 2.84% | 1.17% | 47 | ||||||||
| Sydbank A/S | Financial Services | Banks - Regional | -4.66% | 12.69% | 0.63% | 63 |
Best Financial Services Stocks by Risk/Return Score
The top Financial Services Stocks by PortfoliosLab Risk/Return Score are BFCC (99) and FNRN (99).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank |
|---|---|---|
| BankFirst Capital Corporation | 99 | |
| First Northern Community Bancorp | 99 | |
| TeraWulf Inc. | 98 | |
| Hut 8 Corp. Common Stock | 98 | |
| The Toronto-Dominion Bank | 98 |
Best-Performing Financial Services Stocks Over 5 Years
The top Financial Services Stocks is UNCFF (59.29%).
Across the lineup, Financial Services Stocks show an average 1-year return of 23.69% and an average 5-year return of 7.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y |
|---|---|---|
| UniCredit S.p.A | 59.29% | |
| Applied Digital Corporation | 58.80% | |
| UniCredit SpA ADR | 54.58% | |
| Bper Banca SpA ADR | 51.95% | |
| Banco Macro S.A. | 49.00% |
Top Stocks Sectors
Top Stocks Comparisons
Compare the top Stocks symbols based on PortfoliosLab usage data.