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
ALL	The Allstate Corporation	Financial Services	Insurance - Property & Casualty	21.74%	16.22%	1.84%	80
ALLY	Ally Financial Inc.	Financial Services	Credit Services	1.47%	13.59%	2.65%	57
ALRS	Alerus Financial Corporation	Financial Services	Banks - Regional	40.36%	9.13%	2.73%	86
ALTI	Alvarium Tiedemann Holdings Inc.	Financial Services	Asset Management	-20.26%	—	0.00%	36
AMAL	Amalgamated Financial Corp.	Financial Services	Banks - Regional	44.96%	—	1.35%	77
AMBZ	American Business Bank	Financial Services	Banks - Regional	13.60%	10.48%	1.51%	100
AMDUF	Amundi SA	Financial Services	Asset Management	3.33%	—	0.00%	—
AMG	Affiliated Managers Group, Inc.	Financial Services	Asset Management	20.02%	9.95%	0.40%	91
AMIGY	Admiral Group PLC ADR	Financial Services	Insurance - Property & Casualty	15.63%	12.98%	5.59%	58
AMP	Ameriprise Financial, Inc.	Financial Services	Asset Management	0.42%	20.90%	1.33%	28
AMSF	AMERISAFE, Inc.	Financial Services	Insurance - Specialty	-6.55%	1.22%	7.43%	25
AMTB	Amerant Bancorp Inc.	Financial Services	Banks - Regional	31.08%	—	1.42%	74
AMTD	AMTD IDEA Group	Financial Services	Asset Management	-4.53%	—	0.00%	39
ANTA	Antalpha Platform Holding Co	Financial Services	Credit Services	-39.37%	—	0.00%	10
ANZGY	ANZ Group Holdings Limited	Financial Services	Banks - Diversified	1.90%	—	4.71%	75
AOD	Abrdn Total Dynamic Dividend Fund	Financial Services	Asset Management	12.72%	13.39%	11.80%	85
AOGOU	Arogo Capital Acquisition Corp. Unit	Financial Services	Shell Companies	0.00%	—	0.00%	—
AON	Aon plc	Financial Services	Insurance Brokers	1.78%	13.59%	0.85%	45
APAM	Artisan Partners Asset Management Inc.	Financial Services	Asset Management	-7.93%	12.43%	11.18%	15
APO	Apollo Global Management, Inc.	Financial Services	Asset Management	-17.38%	28.00%	1.76%	25

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.