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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
IPX.L
Impax Asset Management Group plcFinancial ServicesAsset Management
-30.27%
11.59%
11.93%
7
JAGI.L
JPMorgan Asia Growth & Income plcFinancial ServicesAsset Management
37.30%
15.17%
4.76%
95
JAM.L
JPMorgan American Investment TrustFinancial ServicesCollective Investments
8.50%
16.72%
0.95%
84
JCH.L
JPMorgan Claverhouse Investment Trust plcFinancial ServicesCollective Investments
5.75%
9.40%
4.05%
78
JEDT.L
JPMorgan Euro Small Companies Trust plcFinancial ServicesCollective Investments
7.20%
10.47%
2.03%
70
JEMI.L
JPMorgan Global Emerging Markets Investment Trust ...Financial ServicesCollective Investments
19.64%
12.44%
3.25%
90
JFJ.L
JPMorgan Japanese Investment TrustFinancial ServicesAsset Management
13.91%
11.57%
1.11%
77
JGGI.L
JP Morgan Global Growth & Income plcFinancial ServicesCollective Investments
6.17%
15.12%
3.85%
76
JIM.L
Jarvis SecuritiesFinancial ServicesCapital Markets
-26.53%
-6.71%
32.22%
17
JLEN.L
JLEN Environmental Assets Group LtdFinancial ServicesCollective Investments——0.00%—
JPEL.L
JPEL Private Equity LtdFinancial ServicesAsset Management
43.38%
45.19%
28.30%
96
JTC.L
JTC plcFinancial ServicesAsset Management
2.88%
—0.38%
93
JUP.L
Jupiter Fund Management plcFinancial ServicesAsset Management
10.91%
-3.64%
6.04%
93
JUSC.L
JPmorgan US Smaller Companies Investment Trust plcFinancial ServicesCollective Investments
5.50%
9.43%
0.73%
58
JUST.L
Just Group plcFinancial ServicesInsurance - Specialty——0.38%—
JZCP.L
JZ Capital Partners LtdFinancial ServicesCollective Investments
-7.94%
-3.86%
0.00%
12
LBOW.L
ICG Longbow Senior Secured UK Property Debt Invest...Financial ServicesCollective Investments
-3.69%
-4.82%
61.30%
24
LEND.L
Sancus Lending Group LtdFinancial ServicesCredit Services
200.00%
-27.46%
0.00%
82
LGEN.L
Legal & General Group plcFinancial ServicesAsset Management
9.16%
9.14%
8.09%
60
LINV.L
Lendinvest plcFinancial ServicesMortgage Finance
-32.88%
—0.00%
15

Rows per page

161–180 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.
SymbolNameRisk / 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 22.21% and an average 5-year return of 7.33%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 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 StocksHealthcare · 1,725 StocksTechnology · 1,483 StocksConsumer Cyclical · 1,354 StocksBasic Materials · 1,168 StocksConsumer Defensive · 676 StocksCommunication Services · 669 StocksReal Estate · 624 StocksEnergy · 559 StocksUtilities · 338 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
JGGI.L vs. VWRP.LJGGI.L vs. VUSA.LJGGI.L vs. JEGP.LJGGI.L vs. JGPI.DEJGGI.L vs. SWDA.LIII.L vs. KKRIII.L vs. BRK-BIII.L vs. PGHN.SWIII.L vs. AIE.LIII.L vs. IGC.LLGEN.L vs. AV.LLGEN.L vs. MNG.LLGEN.L vs. BATS.LLGEN.L vs. NG.LLGEN.L vs. VOOJAM.L vs. VUSA.LJAM.L vs. VOOJAM.L vs. FCIT.LJAM.L vs. VUAG.LJAM.L vs. JEGI.LHSBK.L vs. KSPIHSBK.L vs. ALTN.LHSBK.L vs. ENGI.PAHSBK.L vs. BNDSYHSBK.L vs. SNMCYATT.L vs. EQQQ.LATT.L vs. QQQATT.L vs. MUV2.DEATT.L vs. PSH.ASATT.L vs. IITU.LPCT.L vs. QQQPCT.L vs. IXNPCT.L vs. XLKQ.LPCT.L vs. PRGTXPCT.L vs. ARKKLSEG.L vs. REL.LLSEG.L vs. DB1.DELSEG.L vs. EQQQ.LLSEG.L vs. LNSTYLSEG.L vs. CBOEBARC.L vs. HSBCBARC.L vs. SANBARC.L vs. HMWO.LBARC.L vs. GSBARC.L vs. SPYHSBA.L vs. 2888.HKHSBA.L vs. VOOHSBA.L vs. LLOY.LHSBA.L vs. BACHSBA.L vs. HMWO.L