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
MSBI	Midland States Bancorp, Inc.	Financial Services	Banks - Regional	47.11%	8.20%	4.22%	91
MSBIP	Midland States Bancorp Inc	Financial Services	Banks - Regional	4.36%	—	7.71%	89
MSCI	MSCI Inc.	Financial Services	Financial Data & Stock Exchanges	5.92%	24.23%	1.28%	48
MSD	Morgan Stanley Emerging Markets Debt Fund, Inc.	Financial Services	Asset Management	2.57%	5.24%	8.38%	48
MSDL	Morgan Stanley Direct Lending Fund	Financial Services	Asset Management	-0.62%	—	12.34%	26
MSIF	MSC Income Fund, Inc.	Financial Services	Asset Management	-8.81%	—	10.33%	11
MTB	M&T Bank Corporation	Financial Services	Banks - Regional	20.22%	10.55%	2.51%	71
MTG	MGIC Investment Corporation	Financial Services	Insurance - Specialty	-2.28%	18.63%	2.13%	46
MUFG	Mitsubishi UFJ Financial Group, Inc.	Financial Services	Banks - Diversified	32.50%	19.55%	2.62%	88
MURGY	Muenchener Rueckver Ges	Financial Services	Insurance - Reinsurance	-9.24%	17.91%	4.85%	28
MVBF	MVB Financial Corp.	Financial Services	Banks - Regional	15.29%	11.45%	2.31%	74
MYFW	First Western Financial, Inc.	Financial Services	Banks - Regional	23.05%	—	0.00%	82
NABZY	National Australia Bank Ltd ADR	Financial Services	Banks - Diversified	-3.25%	10.21%	4.37%	50
NAD	Nuveen Quality Municipal Income Fund	Financial Services	Asset Management	3.94%	2.89%	7.10%	78
NASB	NASB Financial, Inc.	Financial Services	Banks - Regional	9.40%	6.92%	4.09%	92
NAVI	Navient Corporation	Financial Services	Credit Services	-27.65%	1.72%	11.79%	13
NBBK	NB Bancorp, Inc	Financial Services	Banks - Regional	7.37%	—	1.32%	61
NBGRY	National Bank of Greece S.A	Financial Services	Banks - Regional	18.41%	—	3.31%	70
NBH	Neuberger Berman Municipal Fund Inc.	Financial Services	Asset Management	7.38%	0.64%	6.17%	82
NBHC	National Bank Holdings Corporation	Financial Services	Banks - Regional	18.93%	10.74%	2.81%	64

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.