Financial Services Stock List

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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: 1,848
Median 1Y Volatility: 27.53%
Avg. Dividend Yield: 4.32%
Avg. 1 Year Return: 24.68%
Median P/E Ratio: 10.66
Median Risk/Return Score: 65 / 100

1060 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BYFC	Broadway Financial Corporation	Financial Services	Banks - Regional	31.55%	-4.00%	0.00%	66
C	Citigroup Inc.	Financial Services	Banks - Diversified	21.15%	16.17%	1.71%	91
CAC	Camden National Corporation	Financial Services	Banks - Regional	28.06%	10.74%	3.08%	75
CACC	Credit Acceptance Corporation	Financial Services	Credit Services	48.18%	13.65%	0.00%	60
CAIXY	Caixabank SA ADR	Financial Services	Banks - Regional	21.18%	27.43%	4.07%	93
CARE	Carter Bankshares, Inc.	Financial Services	Banks - Regional	69.16%	10.43%	0.30%	96
CARV	Carver Bancorp, Inc.	Financial Services	Banks - Regional	11.86%	-9.79%	0.00%	38
CASH	Meta Financial Group, Inc.	Financial Services	Banks - Regional	25.10%	18.80%	0.23%	50
CATY	Cathay General Bancorp	Financial Services	Banks - Regional	30.57%	11.97%	2.31%	81
CB	Chubb Limited	Financial Services	Insurance - Property & Casualty	16.42%	12.75%	1.09%	86
CBAN	Colony Bankcorp, Inc.	Financial Services	Banks - Regional	14.88%	10.59%	2.32%	69
CBFV	CB Financial Services, Inc.	Financial Services	Banks - Regional	11.13%	10.08%	2.83%	83
CBNA	Chain Bridge Bancorp, Inc	Financial Services	Banks - Regional	26.88%	—	0.00%	90
CBNK	Capital Bancorp, Inc.	Financial Services	Banks - Regional	27.04%	—	1.35%	46
CBOE	Cboe Global Markets, Inc.	Financial Services	Financial Data & Stock Exchanges	-0.35%	15.74%	1.16%	51
CBSH	Commerce Bancshares, Inc.	Financial Services	Banks - Regional	12.05%	9.24%	1.87%	37
CBU	Community Bank System, Inc.	Financial Services	Banks - Regional	19.53%	8.26%	2.78%	65
CCAP	Crescent Capital BDC, Inc.	Financial Services	Asset Management	-15.30%	—	15.11%	24
CCB	Coastal Financial Corporation	Financial Services	Banks - Regional	-31.63%	—	0.00%	20
CCBG	Capital City Bank Group, Inc.	Financial Services	Banks - Regional	18.02%	16.20%	2.14%	73

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are AMBZ (100) and BFCC (99). 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
BFCC	BankFirst Capital Corporation	99
CPKF	Chesapeake Financial Shares, Inc.	99
FNRN	First Northern Community Bancorp	99
MCAG	Mountain Crest Acquisition Corp. V	98

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is CFNB (149.77%). Across the lineup, Financial Services Stocks show an average 1-year return of 24.68% and an average 5-year return of 8.83%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
CFNB	California First Leasing Corporation	149.77%
UNCFF	UniCredit S.p.A	62.78%
UNCRY	UniCredit SpA ADR	59.46%
BPXXY	Bper Banca SpA ADR	55.58%
BMA	Banco Macro S.A.	53.68%

Top Stocks Sectors

Industrials · 1,700 Stocks Healthcare · 1,628 Stocks Technology · 1,418 Stocks Consumer Cyclical · 1,300 Stocks Basic Materials · 1,124 Stocks Consumer Defensive · 653 Stocks Communication Services · 637 Stocks Real Estate · 589 Stocks Energy · 535 Stocks Utilities · 333 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.