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
CCD	Calamos Dynamic Convertible and Income Fund	Financial Services	Asset Management	27.18%	14.26%	9.19%	91
CCIX	Churchill Capital Corp IX	Financial Services	Shell Companies	2.82%	—	0.00%	68
CCNE	CNB Financial Corporation	Financial Services	Banks - Regional	30.38%	9.87%	2.20%	86
CD	Chaince Digital Holdings Inc	Financial Services	Capital Markets	-13.68%	-25.47%	0.00%	54
CEPO	Cantor Equity Partners I, Inc	Financial Services	Shell Companies	1.34%	—	0.00%	33
CEPT	Cantor Equity Partners II, Inc	Financial Services	Shell Companies	4.62%	—	0.00%	51
CET	Central Securities Corp.	Financial Services	Asset Management	4.54%	16.57%	5.24%	79
CEV	Eaton Vance California Municipal Income Trust	Financial Services	Asset Management	8.47%	1.66%	5.67%	82
CFBK	CF Bankshares Inc.	Financial Services	Banks - Regional	28.43%	16.26%	1.07%	78
CFFI	C&F Financial Corporation	Financial Services	Banks - Regional	15.42%	9.65%	2.27%	73
CFFN	Capitol Federal Financial, Inc.	Financial Services	Banks - Regional	28.40%	1.51%	4.97%	86
CFG	Citizens Financial Group, Inc.	Financial Services	Banks - Regional	23.25%	18.04%	2.54%	89
CFNB	California First Leasing Corporation	Financial Services	Credit Services	5,984.23%	64.28%	0.00%	98
CFR	Cullen/Frost Bankers, Inc.	Financial Services	Banks - Regional	24.09%	12.61%	2.60%	68
CG	The Carlyle Group Inc.	Financial Services	Asset Management	-26.54%	15.40%	3.27%	23
CGBD	TCG BDC, Inc.	Financial Services	Asset Management	-6.60%	—	14.23%	23
CHBAY	Chiba Bank Ltd ADR	Financial Services	Banks - Regional	37.65%	13.24%	1.02%	92
CHCJY	China Citic Bank Corp Ltd ADR	Financial Services	Banks - Regional	-1.63%	—	6.32%	38
CHCO	City Holding Company	Financial Services	Banks - Regional	14.72%	14.93%	2.52%	56
CHMG	Chemung Financial Corporation	Financial Services	Banks - Regional	35.04%	12.78%	1.83%	85

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.