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
PHYS	Sprott Physical Gold Trust	Financial Services	Asset Management	-5.88%	10.77%	0.00%	64
PINXY	Peoples Insurance Co Ltd ADR	Financial Services	Insurance - Property & Casualty	-29.32%	—	8.12%	55
PIPR	Piper Sandler Companies	Financial Services	Capital Markets	-14.48%	25.70%	2.78%	41
PJT	PJT Partners Inc.	Financial Services	Capital Markets	-2.20%	23.02%	0.61%	40
PKBK	Parke Bancorp, Inc.	Financial Services	Banks - Regional	34.10%	16.77%	2.25%	95
PLBC	Plumas Bancorp	Financial Services	Banks - Regional	34.02%	23.15%	2.13%	75
PLGO	Pelagos Insurance Capital Limited	Financial Services	Insurance - Diversified	32.50%	—	2.35%	94
PLMR	Palomar Holdings, Inc.	Financial Services	Insurance - Property & Casualty	3.89%	—	0.00%	40
PLUT	Plutus Financial Group Ltd	Financial Services	Capital Markets	-8.90%	—	0.00%	66
PMM	Putnam Managed Municipal Income Trust	Financial Services	Asset Management	6.78%	3.00%	4.98%	81
PMO	Putnam Municipal Opportunities Trust	Financial Services	Asset Management	2.59%	2.64%	4.52%	80
PMTS	CPI Card Group Inc.	Financial Services	Credit Services	38.83%	-1.53%	0.00%	36
PNBK	Patriot National Bancorp, Inc.	Financial Services	Banks - Regional	-25.82%	-20.46%	0.00%	40
PNC	The PNC Financial Services Group, Inc.	Financial Services	Banks - Regional	21.37%	15.63%	2.73%	79
PNFP	Pinnacle Financial Partners, Inc.	Financial Services	Banks - Regional	—	—	1.01%	—
PNGAY	Ping An Insurance Company of China	Financial Services	Insurance - Life	-17.65%	8.70%	5.84%	53
PNNT	PennantPark Investment Corporation	Financial Services	Asset Management	-35.79%	5.17%	27.83%	3
PPCCY	PICC Property and Casualty	Financial Services	Insurance - Property & Casualty	-10.29%	10.87%	7.96%	42
PPYA	Papaya Growth Opportunity Corp I	Financial Services	Shell Companies	0.00%	—	0.00%	—
PPYAU	Papaya Growth Opportunity Corp. I Unit	Financial Services	Shell Companies	0.00%	—	0.00%	—

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.