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.

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Number of Stocks: 1,954
Median 1Y Volatility: 27.28%
Avg. Dividend Yield: 4.16%
Avg. 1 Year Return: 22.23%
Median P/E Ratio: 9.99
Median Risk/Return Score: 63 / 100

254 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
MMIT.L	Mobius Investment Trust plc	Financial Services	Collective Investments	22.35%	—	1.01%	83
MNG.L	M&G plc	Financial Services	Asset Management	14.12%	—	6.57%	88
MNL.L	Manchester and London Investment Trust plc	Financial Services	Collective Investments	38.44%	20.16%	3.15%	77
MNTN.L	Schiehallion Fund Ltd	Financial Services	Collective Investments	52.82%	—	0.00%	96
MPO.L	Macau Property Opportunities Fund Ltd	Financial Services	Collective Investments	-7.69%	-26.99%	0.00%	9
MRC.L	The Mercantile Investment Trust plc	Financial Services	Collective Investments	5.15%	13.53%	2.49%	59
MRCH.L	Merchants Trust plc	Financial Services	Collective Investments	7.53%	8.66%	4.71%	71
MTE.L	Montanaro European Smaller Companies Trust plc	Financial Services	Asset Management	10.81%	19.15%	0.74%	56
MTRO.L	Metro Bank plc	Financial Services	Banks - Regional	32.67%	-23.23%	0.00%	72
MTU.L	Montanaro UK Smaller Companies Investment Trust pl...	Financial Services	Investment Banking & Investment Services	10.16%	8.83%	6.00%	63
MUT.L	Murray Income Trust	Financial Services	Collective Investments	5.30%	8.35%	4.25%	71
MVI.L	Marwyn Value Investors Limited	Financial Services	Asset Management	3.35%	4.38%	6.49%	93
MVIR.L	Marwyn Value Investors Ltd	Financial Services	Investment Banking & Investment Services	0.00%	—	0.00%	—
MWY.L	Mid Wynd International Investment Trust plc	Financial Services	Collective Investments	-3.11%	9.24%	1.12%	43
MYI.L	Murray International Trust	Financial Services	Collective Investments	8.35%	21.17%	3.49%	93
N91.L	Ninety One plc	Financial Services	Asset Management	2.31%	—	5.79%	75
NAIT.L	The North American Income Trust plc	Financial Services	Collective Investments	10.15%	16.41%	3.19%	90
NAS.L	North Atlantic Smaller Companies Investment Trust ...	Financial Services	Asset Management	9.92%	-15.93%	1.82%	41
NAVF.L	Nippon Active Value Fund plc	Financial Services	Collective Investments	5.31%	—	0.00%	63
NBPE.L	NB Private Equity Partners Ltd	Financial Services	Collective Investments	-7.71%	70.56%	4.75%	50

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.

Symbol	Name	Risk / 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 22.23% and an average 5-year return of 7.33%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 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 · 1,757 Stocks Healthcare · 1,720 Stocks Technology · 1,478 Stocks Consumer Cyclical · 1,350 Stocks Basic Materials · 1,167 Stocks Consumer Defensive · 675 Stocks Communication Services · 669 Stocks Real Estate · 624 Stocks Energy · 558 Stocks Utilities · 338 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.