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
SNFCA	Security National Financial Corporation	Financial Services	Credit Services	7.88%	12.29%	0.00%	41
SNMCY	Suncorp Group Ltd ADR	Financial Services	Insurance - Property & Casualty	12.71%	7.76%	3.29%	43
SNTG	Sentage Holdings Inc	Financial Services	Credit Services	8.74%	—	0.00%	63
SOFI	SoFi Technologies, Inc.	Financial Services	Credit Services	-30.33%	—	0.00%	44
SOR	Source Capital, Inc.	Financial Services	Asset Management	4.54%	9.68%	5.37%	69
SPFI	South Plains Financial, Inc.	Financial Services	Banks - Regional	10.58%	—	1.55%	63
SPGI	S&P Global Inc.	Financial Services	Financial Data & Stock Exchanges	-10.59%	16.81%	5.89%	28
SPMC	Sound Point Meridian Capital, Inc	Financial Services	Asset Management	-18.31%	—	28.23%	11
SPNT	SiriusPoint Ltd.	Financial Services	Insurance - Reinsurance	12.52%	7.80%	0.00%	72
SPXCY	Singapore Exchange Ltd ADR	Financial Services	Financial Data & Stock Exchanges	43.47%	17.06%	1.82%	96
SRBK	SR Bancorp Inc. Common stock	Financial Services	Banks - Regional	25.47%	—	1.07%	94
SRCE	1st Source Corporation	Financial Services	Banks - Regional	32.92%	12.54%	1.96%	81
SRL	Scully Royalty Ltd.	Financial Services	Capital Markets	-28.36%	-3.84%	0.00%	47
SSB	SouthState Corporation	Financial Services	Banks - Regional	7.69%	6.47%	2.40%	50
SSBI	Summit State Bank	Financial Services	Banks - Regional	14.27%	6.28%	0.00%	69
SSREY	Swiss Re Ltd	Financial Services	Insurance - Reinsurance	1.75%	13.38%	4.95%	40
STBA	S&T Bancorp, Inc.	Financial Services	Banks - Regional	26.96%	11.13%	2.91%	78
STC	Stewart Information Services Corporation	Financial Services	Insurance - Property & Casualty	-1.69%	8.21%	3.09%	49
STEP	StepStone Group Inc.	Financial Services	Asset Management	-34.29%	—	4.06%	21
STKE	Sol Strategies Inc	Financial Services	Capital Markets	-1.96%	-11.73%	0.00%	10

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.