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: 1,954
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
NBS.L	Nationwide Building Society	Financial Services	Banks - Regional	-1.15%	—	0.00%	17
NCYF.L	CQS New City High Yield Fund	Financial Services	Collective Investments	3.18%	7.35%	8.81%	68
NESF.L	NextEnergy Solar Fund Ltd	Financial Services	Collective Investments	2.46%	0.93%	17.94%	18
NSI.L	New Star Investment Trust plc	Financial Services	Asset Management	10.35%	9.57%	2.63%	85
NTV.L	Northern 2 Vct plc	Financial Services	Investment Banking & Investment Services	0.00%	3.29%	5.61%	62
NVT.L	Northern Venture Trust	Financial Services	Asset Management	0.88%	3.76%	5.44%	66
NWG.L	NatWest Group plc	Financial Services	Banks - Diversified	-5.14%	13.64%	5.47%	61
OAP3.L	Octopus Apollo VCT plc	Financial Services	Investment Banking & Investment Services	1.53%	2.71%	5.69%	55
OCI.L	Oakley Capital Investments Limited	Financial Services	Asset Management	-8.07%	15.20%	0.00%	49
OIG.L	Oryx International Growth Fund	Financial Services	Asset Management	3.85%	7.22%	0.00%	52
OIT.L	Odyssean Investment Trust plc	Financial Services	Collective Investments	18.93%	—	0.00%	83
OMU.L	Old Mutual Ltd	Financial Services	Insurance - Life	-10.57%	—	7.00%	63
ONDO.L	Ondo InsurTech plc	Financial Services	Shell Companies	-84.37%	—	0.00%	4
OOA.L	Octopus Aim Vct plc	Financial Services	Investment Banking & Investment Services	-2.10%	-0.74%	24.12%	55
ORCH.L	Orchard Funding Group plc	Financial Services	Credit Services	-9.17%	-2.79%	5.50%	57
ORIT.L	Octopus Renewables Infra Trust	Financial Services	Collective Investments	9.67%	—	9.72%	35
OSB.L	OneSavings Bank plc	Financial Services	Mortgage Finance	-17.58%	9.24%	7.03%	51
OSEC.L	Octopus Aim VCT 2 plc	Financial Services	Investment Banking & Investment Services	-0.15%	0.10%	24.00%	65
PAC.L	Pacific Assets Trust plc	Financial Services	Asset Management	16.94%	8.87%	1.16%	80
PAG.L	Paragon Banking Group plc	Financial Services	Mortgage Finance	-9.96%	13.75%	5.90%	24

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.