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
OIT.L	Odyssean Investment Trust plc	Financial Services	Collective Investments	29.59%	—	0.00%	88
OMU.L	Old Mutual Ltd	Financial Services	Insurance - Life	-8.72%	—	6.86%	63
ONDO.L	Ondo InsurTech plc	Financial Services	Shell Companies	-65.52%	—	0.00%	17
OOA.L	Octopus Aim Vct plc	Financial Services	Investment Banking & Investment Services	-2.10%	-0.40%	24.12%	42
ORCH.L	Orchard Funding Group plc	Financial Services	Credit Services	4.19%	0.30%	3.25%	50
ORIT.L	Octopus Renewables Infra Trust	Financial Services	Collective Investments	7.08%	—	9.95%	32
OSB.L	OneSavings Bank plc	Financial Services	Mortgage Finance	-7.81%	16.31%	6.29%	51
OSEC.L	Octopus Aim VCT 2 plc	Financial Services	Investment Banking & Investment Services	-0.15%	0.37%	24.00%	48
PAC.L	Pacific Assets Trust plc	Financial Services	Asset Management	14.08%	6.90%	1.41%	72
PAG.L	Paragon Banking Group plc	Financial Services	Mortgage Finance	-0.30%	16.33%	5.62%	24
PCFT.L	Polar Capital Global Financials Trust plc	Financial Services	Collective Investments	11.02%	12.03%	4.60%	81
PCGH.L	Polar Capital Global Healthcare Trust plc	Financial Services	Collective Investments	3.21%	9.47%	0.51%	86
PCT.L	Polar Capital Technology Trust	Financial Services	Collective Investments	40.95%	57.06%	0.00%	95
PEEL.L	Peel Hunt Ltd	Financial Services	Capital Markets	-7.73%	—	5.16%	56
PEMB.L	Pembroke VCT plc	Financial Services	Investment Banking & Investment Services	1.66%	3.57%	3.80%	81
PEY.L	Princess Private Equity Holding Ltd	Financial Services	Asset Management	-25.53%	5.93%	9.36%	15
PGH.L	Personal Group Holdings PLC	Financial Services	Insurance - Property & Casualty	32.57%	3.74%	5.86%	75
PIN.L	Pantheon International PLC	Financial Services	Asset Management	3.17%	11.27%	0.00%	78
PINT.L	Pantheon Infrastructure PLC	Financial Services	Asset Management	9.05%	—	3.75%	73
PLUS.L	Plus500 Ltd	Financial Services	Capital Markets	14.73%	29.10%	4.21%	72

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.