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
DXF	Dunxin Financial Holdings Limited	Financial Services	Credit Services	-58.33%	—	0.00%	23
DXYZ	Destiny Tech100 Inc	Financial Services	Asset Management	-18.90%	—	0.00%	30
EBC	Eastern Bankshares, Inc.	Financial Services	Banks - Regional	23.06%	—	2.42%	84
EBKDY	Erste Group Bank AG PK	Financial Services	Banks - Regional	12.74%	25.00%	0.65%	87
EBMT	Eagle Bancorp Montana, Inc.	Financial Services	Banks - Regional	20.35%	9.27%	2.45%	86
ECBK	ECB Bancorp Inc.	Financial Services	Banks - Regional	16.16%	—	0.00%	76
ECC	Eagle Point Credit Company Inc	Financial Services	Asset Management	-23.70%	2.09%	37.31%	9
ECCC	Eagle Point Credit Company Inc.	Financial Services	Asset Management	4.24%	—	6.50%	82
ECF	Ellsworth Growth and Income Fund Ltd.	Financial Services	Asset Management	12.64%	12.61%	7.48%	84
ECPG	Encore Capital Group, Inc.	Financial Services	Mortgage Finance	66.72%	14.48%	0.00%	97
EDNMY	Edenred Malakoff ADR	Financial Services	Credit Services	24.21%	5.10%	5.94%	34
EFGXY	EFG International AG ADR	Financial Services	Banks - Diversified	58.54%	19.11%	4.03%	87
EFR	Eaton Vance Senior Floating-Rate Trust	Financial Services	Asset Management	-1.37%	5.84%	8.83%	17
EFSC	Enterprise Financial Services Corp	Financial Services	Banks - Regional	23.26%	11.12%	1.98%	66
EFSI	Eagle Financial Services, Inc	Financial Services	Banks - Regional	4.49%	9.62%	3.03%	76
EFT	Eaton Vance Floating-Rate Income Trust	Financial Services	Asset Management	-1.27%	5.62%	9.03%	17
EG	Everest Group Ltd	Financial Services	Insurance - Reinsurance	10.77%	9.90%	2.15%	60
EGBN	Eagle Bancorp, Inc.	Financial Services	Banks - Regional	28.90%	-2.89%	0.71%	69
EHTH	eHealth, Inc.	Financial Services	Insurance Brokers	-65.22%	-19.26%	0.00%	16
EIC	Eagle Point Income Company Inc.	Financial Services	Asset Management	-2.03%	—	16.76%	20

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.