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
BEZ.L	Beazley plc	Financial Services	Insurance - Property & Casualty	57.86%	15.05%	1.94%	84
BGCG.L	Baillie Gifford China Growth Trust plc	Financial Services	Collective Investments	-1.65%	1.90%	0.83%	69
BGEO.L	Bank of Georgia Group plc	Financial Services	Banks - Regional	22.38%	25.94%	3.30%	89
BGFD.L	Baillie Gifford Japan Trust	Financial Services	Collective Investments	11.14%	7.85%	1.00%	79
BGS.L	Baillie Gifford Shin Nippon plc	Financial Services	Collective Investments	22.35%	3.35%	0.43%	85
BGUK.L	Baillie Gifford UK Growth Fund plc	Financial Services	Collective Investments	4.90%	5.46%	2.66%	61
BHMG.L	BH Macro Limited	Financial Services	Collective Investments	5.89%	8.11%	0.00%	63
BIOG.L	The Biotech Growth Trust plc	Financial Services	Asset Management	33.17%	8.73%	0.00%	98
BIPS.L	Invesco Bond Income Plus Limited	Financial Services	Collective Investments	3.02%	5.45%	7.16%	86
BIRG.L	Bank of Ireland Group plc	Financial Services	Banks - Regional	—	—	—	—
BLU.L	Blue Star Capital plc	Financial Services	Asset Management	-50.00%	-17.28%	0.00%	3
BNC.L	Banco Santander	Financial Services	Banks - Diversified	13.52%	13.31%	0.02%	89
BNKR.L	Bankers Investment Trust	Financial Services	Collective Investments	11.79%	22.99%	1.88%	88
BOOK.L	Literacy Capital plc	Financial Services	Collective Investments	-21.93%	—	33.44%	36
BPCR.L	BioPharma Credit plc	Financial Services	Asset Management	13.19%	—	10.30%	92
BPM.L	B P Marsh and Partners plc	Financial Services	Asset Management	4.60%	17.45%	5.34%	51
BPT.L	Bridgepoint Group plc	Financial Services	Asset Management	11.38%	—	3.02%	38
BRFI.L	BlackRock Frontiers Investment Trust plc	Financial Services	Collective Investments	8.55%	7.91%	4.03%	73
BRGE.L	BlackRock Greater Europe Investment Trust plc	Financial Services	Collective Investments	1.16%	9.60%	1.22%	40
BRIG.L	BlackRock Income and Growth Investment Trust plc	Financial Services	Asset Management	4.39%	6.04%	2.38%	71

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.