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Financial Services Stock List

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.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

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
Financial Services Stock List

1060 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Octave Specialty Group, IncFinancial ServicesInsurance - Specialty
-18.51%
0.00%
Otc Markets GroupFinancial ServicesFinancial Data & Stock Exchanges
1.45%
16.57%
5.27%
36
Blue Owl Technology Finance CorpFinancial ServicesAsset Management
-22.83%
15.30%
11
Ohio Valley Banc Corp.Financial ServicesBanks - Regional
7.74%
10.19%
2.21%
77
Overseas Chinese Banking Corp Ltd ADRFinancial ServicesBanks - Regional
28.89%
17.05%
3.96%
96
Oak Valley BancorpFinancial ServicesBanks - Regional
13.98%
15.21%
1.99%
77
Blue Owl Capital Inc.Financial ServicesAsset Management
-36.84%
10.01%
6
Oxbridge Re Holdings LimitedFinancial ServicesInsurance - Reinsurance
-3.03%
-11.86%
0.00%
26
Oxbridge Re Holdings LimitedFinancial ServicesInsurance - Reinsurance
-50.25%
-14.05%
0.00%
25
Oxford Lane Capital Corp.Financial ServicesAsset Management
-8.42%
5.92%
72.34%
21
Oxford Lane Capital Corp. 7.125% Series 2029 Term ...Financial ServicesAsset Management
4.62%
7.26%
84
Oxford Lane Capital Corp.Financial ServicesAsset Management
5.17%
6.29%
74
Oxford Lane Capital Corp.Financial ServicesAsset Management
4.37%
5.73%
96
Oxford Square Capital Corp.Financial ServicesAsset Management
-14.61%
31.58%
16
Bank OZKFinancial ServicesBanks - Regional
10.43%
6.40%
3.65%
43
Bank OZKFinancial ServicesBanks - Regional
0.28%
7.23%
46
Pineapple Financial Inc.Financial ServicesMortgage Finance
-29.82%
0.00%
90
Patria Investments LimitedFinancial ServicesAsset Management
-28.36%
5.52%
20
Prosperity Bancshares, Inc.Financial ServicesBanks - Regional
4.40%
6.51%
3.36%
41
Pioneer Bancorp, Inc.Financial ServicesBanks - Regional
28.26%
0.00%
87

Rows per page

741–760 of 1060

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.

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.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.