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: 1,844
Median 1Y Volatility: 27.55%
Avg. Dividend Yield: 4.26%
Avg. 1 Year Return: 22.72%
Median P/E Ratio: 10.76
Median Risk/Return Score: 66 / 100

244 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
MUT.L	Murray Income Trust	Financial Services	Collective Investments	10.44%	8.00%	4.05%	76
MVI.L	Marwyn Value Investors Limited	Financial Services	Asset Management	2.98%	5.12%	6.52%	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	-1.30%	7.95%	1.10%	44
MYI.L	Murray International Trust	Financial Services	Collective Investments	10.27%	19.56%	3.51%	94
N91.L	Ninety One plc	Financial Services	Asset Management	3.77%	—	6.18%	65
NAIT.L	The North American Income Trust plc	Financial Services	Collective Investments	17.84%	11.07%	3.05%	93
NAS.L	North Atlantic Smaller Companies Investment Trust ...	Financial Services	Asset Management	19.91%	-15.72%	1.67%	56
NAVF.L	Nippon Active Value Fund plc	Financial Services	Collective Investments	11.85%	—	2.44%	62
NBPE.L	NB Private Equity Partners Ltd	Financial Services	Collective Investments	-9.33%	69.13%	2.45%	36
NBS.L	Nationwide Building Society	Financial Services	Banks - Regional	-1.15%	—	0.00%	24
NCYF.L	CQS New City High Yield Fund	Financial Services	Collective Investments	5.60%	7.28%	8.61%	71
NESF.L	NextEnergy Solar Fund Ltd	Financial Services	Collective Investments	9.87%	1.14%	16.73%	20
NSI.L	New Star Investment Trust plc	Financial Services	Asset Management	14.03%	9.52%	2.54%	85
NTV.L	Northern 2 Vct plc	Financial Services	Investment Banking & Investment Services	-2.80%	1.67%	5.77%	38
NVT.L	Northern Venture Trust	Financial Services	Asset Management	-2.65%	3.67%	5.64%	67
NWG.L	NatWest Group plc	Financial Services	Banks - Diversified	8.47%	17.41%	4.79%	80
OAP3.L	Octopus Apollo VCT plc	Financial Services	Investment Banking & Investment Services	1.53%	2.71%	5.69%	59
OCI.L	Oakley Capital Investments Limited	Financial Services	Asset Management	-11.23%	16.21%	0.00%	35
OIG.L	Oryx International Growth Fund	Financial Services	Asset Management	5.48%	7.95%	0.00%	42

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 22.72% and an average 5-year return of 9.33%, 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	66.52%
UNCRY	UniCredit SpA ADR	61.69%
BPXXY	Bper Banca SpA ADR	57.24%
BMA	Banco Macro S.A.	56.71%

Top Stocks Sectors

Industrials · 1,699 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.