Financial Services Stock List

Documentation

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: 1,845
Median 1Y Volatility: 27.57%
Avg. Dividend Yield: 4.28%
Avg. 1 Year Return: 22.01%
Median P/E Ratio: 10.84
Median Risk/Return Score: 66 / 100

244 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
0HZC.L	Eurazeo	Financial Services	Asset Management	-12.26%	2.28%	6.68%	15
0MGD.L	Jyske Bank A/S	Financial Services	Banks - Diversified	16.89%	16.36%	2.52%	96
0QMG.L	Swiss Life Holding AG	Financial Services	Insurance - Property & Casualty	8.64%	20.80%	3.84%	75
0QP2.L	Zurich Insurance Group AG	Financial Services	Insurance - Property & Casualty	9.32%	16.53%	4.83%	72
3IN.L	3I Infrastructure plc	Financial Services	Collective Investments	6.45%	10.02%	3.44%	73
AAEV.L	Albion Enterprise VCT plc	Financial Services	Investment Banking & Investment Services	2.69%	8.67%	5.33%	63
AAIF.L	abrdn Asian Income Fund Limited	Financial Services	Collective Investments	23.06%	10.43%	5.42%	90
AAS.L	Abrdn Asia Focus plc	Financial Services	Collective Investments	17.65%	14.69%	1.51%	81
AATG.L	Albion Technology & General VCT plc	Financial Services	Investment Banking & Investment Services	1.94%	6.66%	5.40%	47
ABDN.L	Abrdn plc	Financial Services	Asset Management	24.53%	4.56%	5.91%	79
ADM.L	Admiral Group plc	Financial Services	Insurance - Property & Casualty	15.71%	11.57%	5.73%	61
AEET.L	Aquila Energy Efficiency Trust plc	Financial Services	Collective Investments	-10.40%	—	17.86%	20
AGT.L	AVI Global Trust plc	Financial Services	Collective Investments	-2.34%	16.26%	1.80%	46
AIBG.L	AIB Group plc	Financial Services	Banks - Regional	15.33%	—	5.75%	90
AIE.L	Ashoka India Equity Investment Trust plc	Financial Services	Collective Investments	-7.90%	—	0.00%	21
AJB.L	AJ Bell plc	Financial Services	Asset Management	40.25%	—	2.46%	63
ALK.L	Alkemy Capital Investments plc	Financial Services	Shell Companies	6.84%	—	0.00%	75
AMGO.L	Amigo Holdings plc	Financial Services	Credit Services	150.00%	—	0.00%	98
ANIC.L	Agronomics Ltd	Financial Services	Asset Management	-16.13%	0.39%	0.00%	6
ARBB.L	Arbuthnot Banking Group plc	Financial Services	Banks - Regional	-2.23%	-2.08%	6.39%	29

Best Financial Services Stocks by Risk/Return Score

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

Symbol	Name	Risk / Return Rank
AMBZ	American Business Bank	100
CPKF	Chesapeake Financial Shares, Inc.	100
BFCC	BankFirst Capital Corporation	100
FNRN	First Northern Community Bancorp	99
BOTJ	Bank of the James Financial Group, Inc.	99

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is CFNB (149.50%). Across the lineup, Financial Services Stocks show an average 1-year return of 22.01% and an average 5-year return of 9.16%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
CFNB	California First Leasing Corporation	149.50%
UNCFF	UniCredit S.p.A	65.71%
UNCRY	UniCredit SpA ADR	60.97%
BPXXY	Bper Banca SpA ADR	57.24%
BMA	Banco Macro S.A.	54.92%

Top Stocks Sectors

Industrials · 1,698 Stocks Healthcare · 1,626 Stocks Technology · 1,416 Stocks Consumer Cyclical · 1,294 Stocks Basic Materials · 1,123 Stocks Consumer Defensive · 652 Stocks Communication Services · 635 Stocks Real Estate · 589 Stocks Energy · 534 Stocks Utilities · 332 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.