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
OBT	Orange County Bancorp, Inc.	Financial Services	Banks - Regional	33.32%	15.31%	1.78%	80
OCCI	OFS Credit Company, Inc.	Financial Services	Asset Management	-36.22%	—	52.89%	5
OCCIN	OFS Credit Company, Inc.	Financial Services	Asset Management	2.75%	—	5.31%	88
OCCIO	OFS Credit Company, Inc.	Financial Services	Asset Management	—	—	5.09%	—
OCFC	OceanFirst Financial Corp.	Financial Services	Banks - Regional	8.41%	4.41%	4.20%	52
OCSL	Oaktree Specialty Lending Corporation	Financial Services	Credit Services	2.21%	8.14%	12.62%	40
OFED	Oconee Federal Financial Corp.	Financial Services	Banks - Regional	11.70%	1.63%	2.11%	91
OFG	OFG Bancorp	Financial Services	Banks - Regional	22.68%	22.08%	2.63%	61
OFS	OFS Capital Corporation	Financial Services	Asset Management	-16.18%	-0.35%	23.55%	9
OIA	Invesco Municipal Income Opportunities Trust	Financial Services	Asset Management	6.82%	2.66%	5.60%	79
OMF	OneMain Holdings, Inc.	Financial Services	Credit Services	-8.55%	19.15%	7.04%	50
ONB	Old National Bancorp	Financial Services	Banks - Regional	18.70%	11.19%	2.75%	64
ONIT	Onity Group Inc	Financial Services	Mortgage Finance	-14.92%	4.09%	0.00%	44
OPBK	OP Bancorp	Financial Services	Banks - Regional	9.16%	—	3.30%	58
OPHC	OptimumBank Holdings, Inc.	Financial Services	Banks - Regional	34.82%	4.33%	0.00%	73
OPRT	Oportun Financial Corporation	Financial Services	Credit Services	11.53%	—	0.00%	33
OPY	Oppenheimer Holdings Inc.	Financial Services	Capital Markets	52.05%	24.22%	1.59%	86
ORI	Old Republic International Corporation	Financial Services	Insurance - Diversified	-1.37%	16.31%	8.86%	69
ORRF	Orrstown Financial Services, Inc.	Financial Services	Banks - Regional	17.17%	11.89%	2.79%	74
OSBC	Old Second Bancorp, Inc.	Financial Services	Banks - Regional	19.95%	13.96%	1.16%	72

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.