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.

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Number of Stocks: 1,958
Median 1Y Volatility: 27.28%
Avg. Dividend Yield: 4.11%
Avg. 1 Year Return: 22.33%
Median P/E Ratio: 9.98
Median Risk/Return Score: 63 / 100

254 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BPT.L	Bridgepoint Group plc	Financial Services	Asset Management	-10.48%	—	3.76%	28
BRFI.L	BlackRock Frontiers Investment Trust plc	Financial Services	Collective Investments	5.12%	9.04%	4.16%	71
BRGE.L	BlackRock Greater Europe Investment Trust plc	Financial Services	Collective Investments	-0.22%	10.16%	1.24%	37
BRIG.L	BlackRock Income and Growth Investment Trust plc	Financial Services	Asset Management	6.37%	6.14%	3.36%	72
BRK.L	Brooks Macdonald Group	Financial Services	Asset Management	-15.78%	0.55%	6.17%	21
BRSC.L	Blackrock Smaller Companies Trust plc	Financial Services	Collective Investments	1.48%	5.82%	3.42%	46
BRWM.L	Blackrock World Mining Trust plc	Financial Services	Collective Investments	20.43%	20.69%	1.93%	90
BSC.L	British Smaller Companies Vct 2 plc	Financial Services	Investment Banking & Investment Services	1.13%	6.89%	5.93%	54
BSIF.L	Bluefield Solar Income Fund	Financial Services	Collective Investments	41.64%	4.71%	9.83%	50
BSRT.L	Baker Steel Resources Trust	Financial Services	Collective Investments	69.03%	17.22%	0.00%	97
BUR.L	Burford Capital Limited	Financial Services	Asset Management	-49.65%	0.55%	2.86%	4
BUT.L	Brunner Investment Trust	Financial Services	Collective Investments	3.23%	13.23%	1.70%	54
BVA.L	Banco Bilbao Vizcaya Argentaria S.A	Financial Services	Banks - Diversified	-0.18%	19.04%	4.14%	75
BVT.L	Baronsmead Venture Trust plc	Financial Services	Asset Management	-7.60%	0.04%	8.72%	35
CABP.L	CAB Payments Holdings Ltd	Financial Services	Banks - Diversified	28.59%	—	0.00%	86
CAV.L	Cavendish PLC	Financial Services	Capital Markets	-9.76%	—	8.65%	29
CBG.L	Close Brothers Group plc	Financial Services	Banks - Regional	-13.26%	-6.35%	0.00%	66
CCJI.L	CC Japan Income and Growth Trust plc	Financial Services	Collective Investments	22.17%	12.74%	2.19%	90
CGT.L	Capital Gearing Trust	Financial Services	Collective Investments	4.26%	4.87%	0.00%	84
CHRY.L	Chrysalis Investments Ltd	Financial Services	Asset Management	-36.13%	—	0.00%	11

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 22.33% and an average 5-year return of 7.30%, 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 · 1,761 Stocks Healthcare · 1,725 Stocks Technology · 1,483 Stocks Consumer Cyclical · 1,354 Stocks Basic Materials · 1,168 Stocks Consumer Defensive · 676 Stocks Communication Services · 669 Stocks Real Estate · 624 Stocks Energy · 559 Stocks Utilities · 338 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.