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
PBHC	Pathfinder Bancorp, Inc.	Financial Services	Banks - Regional	16.12%	5.81%	2.48%	54
PCB	PCB Bancorp	Financial Services	Banks - Regional	34.14%	12.51%	2.95%	81
PCSC	Perceptive Capital Solutions Corp	Financial Services	Shell Companies	-15.58%	—	0.00%	46
PDI	PIMCO Dynamic Income Fund	Financial Services	Asset Management	1.62%	7.37%	15.84%	44
PDLB	PDL Community Bancorp	Financial Services	Banks - Regional	23.00%	—	0.00%	89
PDO	PIMCO Dynamic Income Opportunities Fund	Financial Services	Asset Management	1.34%	—	11.58%	70
PEBK	Peoples Bancorp of North Carolina, Inc.	Financial Services	Banks - Regional	21.57%	12.54%	2.28%	86
PEBO	Peoples Bancorp Inc.	Financial Services	Banks - Regional	32.15%	10.92%	4.26%	78
PFBC	Preferred Bank	Financial Services	Banks - Regional	15.44%	16.60%	2.89%	69
PFG	Principal Financial Group, Inc.	Financial Services	Insurance - Diversified	27.83%	14.60%	2.88%	88
PFH	Prudential Financial, Inc. 4.125% Junior Subordina...	Financial Services	Insurance - Life	-1.73%	—	6.27%	39
PFIS	Peoples Financial Services Corp.	Financial Services	Banks - Regional	40.81%	9.48%	3.70%	78
PFLT	PennantPark Floating Rate Capital Ltd.	Financial Services	Asset Management	-13.49%	5.23%	16.19%	11
PFS	Provident Financial Services, Inc.	Financial Services	Banks - Regional	21.78%	6.70%	4.08%	79
PFSI	PennyMac Financial Services, Inc.	Financial Services	Mortgage Finance	-36.26%	22.53%	1.44%	29
PFX	PhenixFIN Corporation	Financial Services	Asset Management	-3.52%	-7.93%	0.17%	20
PGC	Peapack-Gladstone Financial Corporation	Financial Services	Banks - Regional	70.57%	10.34%	0.42%	87
PGR	The Progressive Corporation	Financial Services	Insurance - Property & Casualty	8.56%	24.88%	5.99%	35
PGZ	Principal Real Estate Income Fund	Financial Services	Asset Management	9.64%	4.53%	12.22%	72
PHK	PIMCO High Income Fund	Financial Services	Asset Management	1.48%	3.72%	12.41%	66

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.