PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

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.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

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
Financial Services Stock List

79 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
0998.HK
China Citic Bank Corp LtdFinancial ServicesBanks - Regional
7.65%
11.52%
5.87%
45
1288.HK
Agricultural Bank Of ChinaFinancial ServicesBanks - Diversified
4.83%
14.78%
4.76%
65
1299.HK
AIA Group LtdFinancial ServicesInsurance - Life
-3.55%
6.50%
2.55%
58
1336.HK
New China Life InsuranceFinancial ServicesInsurance - Life
-8.53%
10.96%
6.57%
56
1339.HK
People’s Insurance Group of China Co LtdFinancial ServicesInsurance - Property & Casualty
-19.82%
10.59%
4.77%
40
1359.HK
China Cinda Asset Mgmt Co LtdFinancial ServicesAsset Management
-21.62%
-3.23%
3.32%
15
1398.HK
Industrial and Commercial Bank of ChinaFinancial ServicesBanks - Diversified
16.25%
11.67%
4.92%
76
1658.HK
Postal Savings Bank of ChinaFinancial ServicesBanks - Regional
-1.60%
—4.93%
21
1776.HK
GF Securities Co LtdFinancial ServicesCapital Markets
-0.29%
3.56%
4.03%
54
1788.HK
Guotai Junan International Holdings LtdFinancial ServicesCapital Markets
-15.70%
2.19%
3.29%
5
1911.HK
China Renaissance HoldingsFinancial ServicesCapital Markets
-23.24%
—0.00%
14
1988.HK
China Minsheng BankingFinancial ServicesBanks - Regional
-8.05%
1.59%
5.92%
7
2318.HK
Ping An InsuranceFinancial ServicesInsurance - Life
-11.55%
8.63%
5.48%
56
2328.HK
PICC Property & Casualty-HFinancial ServicesInsurance - Property & Casualty
-7.43%
16.17%
5.26%
42
2356.HK
Dah Sing Banking Group LtdFinancial ServicesBanks - Regional
24.01%
3.94%
6.28%
84
2378.HK
Prudential PLCFinancial ServicesInsurance - Life
-6.99%
0.00%
1.90%
60
2388.HK
BOC Hong Kong Holdings LtdFinancial ServicesBanks - Regional
23.64%
12.23%
4.51%
85
2601.HK
China Pacific InsuranceFinancial ServicesInsurance - Life
-12.71%
5.47%
4.49%
48
2611.HK
Guotai Junan Securities Co LtdFinancial ServicesCapital Markets
-8.57%
—3.82%
43
2628.HK
China Life Insurance Co LtdFinancial ServicesInsurance - Life
2.26%
8.17%
3.56%
74

Rows per page

41–60 of 79

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.
SymbolNameRisk / 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.
SymbolNameReturn 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 StocksHealthcare · 1,626 StocksTechnology · 1,416 StocksConsumer Cyclical · 1,294 StocksBasic Materials · 1,123 StocksConsumer Defensive · 652 StocksCommunication Services · 635 StocksReal Estate · 589 StocksEnergy · 534 StocksUtilities · 332 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
0005.HK vs. 0941.HK0005.HK vs. ^HSI0005.HK vs. 0002.HK0005.HK vs. 1810.HK0005.HK vs. 0006.HK3988.HK vs. HSBC3988.HK vs. 1211.HK3988.HK vs. MPNGY3988.HK vs. C3988.HK vs. 1810.HK0388.HK vs. ^HSI0388.HK vs. 1810.HK0388.HK vs. 0700.HK0388.HK vs. ICE0388.HK vs. ^N2250939.HK vs. 0001.HK0939.HK vs. 0175.HK0939.HK vs. 0386.HK0939.HK vs. 0267.HK0939.HK vs. 2333.HK2388.HK vs. VOO2388.HK vs. ^HSI2388.HK vs. 3968.HK2388.HK vs. 0700.HK2388.HK vs. 0002.HK1398.HK vs. 1288.HK1398.HK vs. ^HSI1398.HK vs. 9909.HK1398.HK vs. ^GSPC1398.HK vs. SPY2318.HK vs. CS.PA2318.HK vs. 0066.HK2318.HK vs. BRK-B2318.HK vs. SPY2318.HK vs. VONG1299.HK vs. UNH1299.HK vs. ZURN.SW1299.HK vs. SPUS1299.HK vs. BX1299.HK vs. TLT2888.HK vs. HSBA.L2888.HK vs. SPY2628.HK vs. 2328.HK2628.HK vs. 6060.HK2628.HK vs. 1336.HK2628.HK vs. 2601.HK2628.HK vs. 0966.HK