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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
1,958
Median 1Y Volatility
27.18%
Avg. Dividend Yield
4.34%
Avg. 1 Year Return
22.02%
Median P/E Ratio
10.01
Median Risk/Return Score
63 / 100
Financial Services Stock List

254 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Brown Advisory US Smaller Companies plcFinancial ServicesCollective Investments
7.55%
8.54%
0.00%
76
Bay Capital PLCFinancial ServicesShell Companies
33.33%
0.00%
72
Bellevue Healthcare Trust plcFinancial ServicesCollective Investments
-1.23%
3.92%
66
Baring Emerging Europe plcFinancial ServicesCollective Investments
0.64%
8.55%
2.48%
66
Beazley plcFinancial ServicesInsurance - Property & Casualty
57.25%
16.22%
1.95%
75
Baillie Gifford China Growth Trust plcFinancial ServicesCollective Investments
4.07%
4.76%
1.37%
82
Bank of Georgia Group plcFinancial ServicesBanks - Regional
17.48%
20.69%
4.05%
88
Baillie Gifford Japan TrustFinancial ServicesCollective Investments
9.91%
8.60%
1.01%
79
Baillie Gifford Shin Nippon plcFinancial ServicesCollective Investments
19.91%
4.21%
0.44%
82
Baillie Gifford UK Growth Fund plcFinancial ServicesCollective Investments
2.94%
5.81%
2.71%
59
BH Macro LimitedFinancial ServicesCollective Investments
9.02%
8.44%
0.00%
63
The Biotech Growth Trust plcFinancial ServicesAsset Management
5.33%
7.00%
0.00%
93
Invesco Bond Income Plus LimitedFinancial ServicesCollective Investments
2.10%
43.24%
7.10%
82
Bank of Ireland Group plcFinancial ServicesBanks - Regional
8.53%
12.30%
4.05%
81
Blue Star Capital plcFinancial ServicesAsset Management
-5.56%
-11.85%
0.00%
15
Banco SantanderFinancial ServicesBanks - Diversified
5.67%
16.40%
2.26%
86
Bankers Investment TrustFinancial ServicesCollective Investments
13.76%
12.52%
1.84%
91
Literacy Capital plcFinancial ServicesCollective Investments
-20.37%
32.79%
35
BioPharma Credit plcFinancial ServicesAsset Management
12.06%
14.04%
91
B P Marsh and Partners plcFinancial ServicesAsset Management
5.21%
18.36%
5.23%
67

Rows per page

41–60 of 254

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.

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 22.02% and an average 5-year return of 7.00%, providing a clearer view of performance across different investment horizons.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.