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
UNCFF	UniCredit S.p.A	Financial Services	Banks - Regional	14.00%	56.40%	2.18%	73
UNCRY	UniCredit SpA ADR	Financial Services	Banks - Regional	15.79%	—	3.87%	78
UNM	Unum Group	Financial Services	Insurance - Life	20.58%	14.99%	1.99%	63
UNTY	Unity Bancorp, Inc.	Financial Services	Banks - Regional	13.06%	19.09%	1.07%	62
UOVEY	United Overseas Bank Ltd ADR	Financial Services	Banks - Regional	16.08%	13.70%	4.56%	71
UPST	Upstart Holdings, Inc.	Financial Services	Credit Services	-20.47%	—	0.00%	15
USA	Liberty All-Star Equity Fund	Financial Services	Asset Management	-2.46%	12.16%	11.72%	24
USB	U.S. Bancorp	Financial Services	Banks - Regional	17.88%	8.33%	3.37%	82
USCB	USCB Financial Holdings, Inc.	Financial Services	Banks - Regional	12.49%	—	2.20%	70
UTF	Cohen & Steers Infrastructure Fund, Inc	Financial Services	Asset Management	18.53%	11.07%	6.83%	67
UTG	Reaves Utility Income Trust	Financial Services	Asset Management	11.59%	9.59%	6.02%	71
UTGN	UTG, Inc.	Financial Services	Insurance - Life	-0.18%	13.99%	0.00%	85
UVE	Universal Insurance Holdings, Inc.	Financial Services	Insurance - Property & Casualty	28.33%	12.81%	1.79%	89
UVSP	Univest Financial Corporation	Financial Services	Banks - Regional	36.45%	11.16%	2.02%	86
UWMC	UWM Holdings Corporation	Financial Services	Mortgage Finance	-46.74%	—	18.43%	13
V	Visa Inc.	Financial Services	Credit Services	3.68%	17.96%	0.72%	46
VABK	Virginia National Bankshares Corporation	Financial Services	Banks - Regional	13.37%	9.68%	3.24%	69
VALU	Value Line, Inc.	Financial Services	Financial Data & Stock Exchanges	3.39%	12.54%	3.40%	47
VBNK	VersaBank	Financial Services	Banks - Regional	46.53%	—	0.25%	93
VCTR	Victory Capital Holdings, Inc.	Financial Services	Asset Management	40.86%	—	2.25%	78

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.