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
MGLD	The Marygold Companies, Inc.	Financial Services	Asset Management	32.53%	1.09%	0.00%	70
MGYR	Magyar Bancorp, Inc.	Financial Services	Banks - Regional	3.19%	9.10%	2.04%	54
MIN	MFS Intermediate Income Trust	Financial Services	Asset Management	-0.98%	2.75%	9.34%	39
MIUFY	Mitsubishi UFJ Lease & Finance Co Ltd ADR	Financial Services	Credit Services	3.83%	—	0.00%	56
MKL	Markel Group Inc.	Financial Services	Insurance - Property & Casualty	-7.91%	7.70%	0.00%	42
MKTX	MarketAxess Holdings Inc.	Financial Services	Capital Markets	-35.07%	-1.10%	2.64%	2
MLYBY	Malayan Banking Berhad	Financial Services	Banks - Regional	-3.95%	9.03%	6.24%	57
MNSB	MainStreet Bancshares, Inc.	Financial Services	Banks - Regional	22.06%	8.95%	1.62%	70
MNTN	Everest Consolidator Acquisition Corporation	Financial Services	Shell Companies	-6.62%	—	0.00%	21
MOFG	MidWestOne Financial Group, Inc.	Financial Services	Banks - Regional	28.82%	9.00%	1.48%	93
MORN	Morningstar, Inc.	Financial Services	Financial Data & Stock Exchanges	-23.24%	8.26%	1.15%	6
MPB	Mid Penn Bancorp, Inc.	Financial Services	Banks - Regional	15.06%	11.54%	2.59%	69
MPFRY	Mapfre SA ADR	Financial Services	Insurance - Diversified	13.17%	16.48%	4.19%	70
MPV	Barings Participation Investors	Financial Services	Asset Management	4.99%	8.85%	9.06%	16
MQBKY	Macquarie Group Ltd ADR	Financial Services	Capital Markets	30.86%	18.00%	2.70%	65
MRBK	Meridian Corporation	Financial Services	Banks - Regional	13.32%	—	2.70%	85
MRSH	Marsh & McLennan Companies, Inc	Financial Services	Insurance Brokers	-2.78%	11.98%	2.02%	20
MRX	Marex Group PLC	Financial Services	Capital Markets	—	—	0.00%	—
MS	Morgan Stanley	Financial Services	Capital Markets	21.82%	27.04%	1.87%	88
MSADY	MS&AD Insurance Group Holdings PK	Financial Services	Insurance - Property & Casualty	16.94%	13.40%	0.00%	70

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.