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: 27.45%
Avg. Dividend Yield: 4.23%
Avg. 1 Year Return: 24.26%
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
IVZ	Invesco Ltd.	Financial Services	Asset Management	4.46%	5.48%	3.13%	88
IX	ORIX Corporation	Financial Services	Credit Services	33.68%	13.97%	1.53%	93
JBAXY	Julius Baer Group Ltd	Financial Services	Asset Management	19.17%	12.48%	3.72%	78
JEF	Jefferies Financial Group Inc.	Financial Services	Financial Conglomerates	-13.79%	16.67%	3.04%	39
JF	J and Friends Holdings Ltd	Financial Services	Credit Services	15.37%	—	0.00%	54
JHG	Janus Henderson Group plc	Financial Services	Asset Management	—	—	—	—
JHI	John Hancock Investors Trust	Financial Services	Asset Management	1.87%	5.89%	9.29%	57
JHS	John Hancock Income Securities Trust	Financial Services	Asset Management	-3.38%	2.63%	5.59%	51
JMSB	John Marshall Bancorp Inc	Financial Services	Banks - Regional	11.88%	3.80%	0.81%	64
JPM	JPMorgan Chase & Co.	Financial Services	Banks - Diversified	4.80%	21.60%	1.35%	65
JPPHY	Japan Post Holdings Co Ltd ADR	Financial Services	Banks - Regional	13.40%	—	0.00%	64
JPXGY	Japan Exchange Group Inc ADR	Financial Services	Financial Data & Stock Exchanges	23.08%	9.56%	0.00%	66
JRI	Nuveen Real Asset Income and Growth Fund	Financial Services	Asset Management	2.25%	6.90%	12.27%	59
JRS	Nuveen Real Estate Income Fund	Financial Services	Asset Management	17.68%	5.56%	8.12%	79
JRVR	James River Group Holdings, Ltd.	Financial Services	Insurance - Specialty	-29.59%	-16.28%	0.90%	26
JXN	Jackson Financial Inc.	Financial Services	Asset Management	-0.35%	—	3.25%	66
KB	KB Financial Group Inc.	Financial Services	Banks - Regional	28.27%	17.96%	2.17%	72
KBCSY	KBC Groep NV ADR	Financial Services	Banks - Regional	10.47%	17.61%	4.30%	83
KCLI	Kansas City Life Insurance Company	Financial Services	Insurance - Life	5.24%	0.66%	1.92%	53
KEEL	Keel Infrastructure Corporation	Financial Services	Capital Markets	95.32%	—	0.00%	92

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 24.26% and an average 5-year return of 8.89%, 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 · 1,629 Stocks Technology · 1,418 Stocks Consumer Cyclical · 1,300 Stocks Basic Materials · 1,125 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.