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.

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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
BRK.L	Brooks Macdonald Group	Financial Services	Asset Management	-12.62%	1.01%	5.94%	17
BRSC.L	Blackrock Smaller Companies Trust plc	Financial Services	Collective Investments	15.19%	19.60%	16.57%	76
BRWM.L	Blackrock World Mining Trust plc	Financial Services	Collective Investments	6.70%	17.52%	2.84%	83
BSC.L	British Smaller Companies Vct 2 plc	Financial Services	Investment Banking & Investment Services	-1.57%	4.54%	6.10%	44
BSIF.L	Bluefield Solar Income Fund	Financial Services	Collective Investments	42.41%	4.11%	9.77%	51
BSRT.L	Baker Steel Resources Trust	Financial Services	Collective Investments	55.48%	16.13%	0.00%	95
BUR.L	Burford Capital Limited	Financial Services	Asset Management	-54.71%	-1.46%	3.17%	3
BUT.L	Brunner Investment Trust	Financial Services	Collective Investments	5.69%	12.35%	1.70%	61
BVA.L	Banco Bilbao Vizcaya Argentaria S.A	Financial Services	Banks - Diversified	17.02%	21.90%	3.54%	87
BVT.L	Baronsmead Venture Trust plc	Financial Services	Asset Management	-2.45%	-0.28%	8.26%	42
CABP.L	CAB Payments Holdings Ltd	Financial Services	Banks - Diversified	24.39%	—	0.00%	85
CAV.L	Cavendish PLC	Financial Services	Capital Markets	-9.76%	—	8.65%	13
CBG.L	Close Brothers Group plc	Financial Services	Banks - Regional	-20.88%	-6.53%	0.00%	45
CCJI.L	CC Japan Income and Growth Trust plc	Financial Services	Collective Investments	24.30%	11.56%	2.20%	91
CGT.L	Capital Gearing Trust	Financial Services	Collective Investments	6.85%	4.80%	1.27%	88
CHRY.L	Chrysalis Investments Ltd	Financial Services	Asset Management	-36.39%	—	0.00%	8
CLIG.L	City Of London Investment Group	Financial Services	Asset Management	31.39%	12.27%	6.85%	85
CMCX.L	CMC Markets plc	Financial Services	Capital Markets	135.20%	14.21%	1.99%	99
CRE.L	Conduit Holdings Ltd	Financial Services	Insurance - Reinsurance	16.21%	—	5.97%	64
CRS.L	Crystal Amber Fund Limited	Financial Services	Asset Management	-24.17%	2.33%	0.00%	2

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.