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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
27.26%
Avg. Dividend Yield
4.12%
Avg. 1 Year Return
22.21%
Median P/E Ratio
9.98
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
City Of London Investment GroupFinancial ServicesAsset Management
15.58%
11.73%
7.78%
69
CMC Markets plcFinancial ServicesCapital Markets
51.84%
9.61%
3.04%
94
Conduit Holdings LtdFinancial ServicesInsurance - Reinsurance
12.79%
6.16%
58
Crystal Amber Fund LimitedFinancial ServicesAsset Management
-13.33%
3.41%
0.00%
14
ChesnaraFinancial ServicesInsurance - Life
10.88%
10.36%
7.09%
84
The City of London Investment Trust plcFinancial ServicesAsset Management
7.61%
8.62%
3.92%
81
CVC Income & Growth LimitedFinancial ServicesCollective Investments
1.78%
7.58%
8.40%
50
CQS Natural Resources Growth and Income plcFinancial ServicesAsset Management
8.71%
19.27%
6.90%
85
Distribution Finance Capital Holdings plcFinancial ServicesCredit Services
6.86%
0.00%
73
Digital 9 Infrastructure plcFinancial ServicesInvestment Banking & Investment Services
-21.40%
1.20%
11
Dunedin Income Growth Investment Trust plcFinancial ServicesCollective Investments
3.17%
8.48%
6.30%
59
Diverse Income Trust plcFinancial ServicesCollective Investments
16.04%
7.04%
7.50%
84
Duke Royalty LtdFinancial ServicesAsset Management
-2.02%
1.10%
10.87%
34
Develop North plcFinancial ServicesCollective Investments
14.81%
5.23%
48
EARNZ PLCFinancial ServicesShell Companies
-10.53%
0.00%
62
Edinburgh Investment TrustFinancial ServicesCollective Investments
-0.14%
5.85%
4.02%
48
Ecofin Global Utilities and Infrastructure Trust p...Financial ServicesAsset Management
17.91%
3.24%
88
EJF Investments LtdFinancial ServicesAsset Management
9.62%
8.55%
90
Ecclesiastical Insurance Office plcFinancial ServicesInsurance - Life
-0.79%
6.35%
6.18%
47
Man Group plcFinancial ServicesAsset Management
31.04%
14.61%
4.37%
92

Rows per page

81–100 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 22.21% and an average 5-year return of 7.33%, 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.