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: 27.53%
Avg. Dividend Yield: 4.32%
Avg. 1 Year Return: 24.68%
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
BEN	Franklin Resources, Inc.	Financial Services	Asset Management	46.32%	5.42%	3.84%	82
BENF	Beneficient Class A Common Stock	Financial Services	Asset Management	-48.22%	—	0.00%	70
BENFW	Beneficient Warrant	Financial Services	Asset Management	0.94%	—	0.00%	69
BETRW	Better Home & Finance Holding Company	Financial Services	Mortgage Finance	80.00%	—	0.00%	65
BFC	Bank First Corporation	Financial Services	Banks - Regional	25.56%	20.47%	1.28%	71
BFCC	BankFirst Capital Corporation	Financial Services	Banks - Regional	31.54%	—	1.68%	99
BFH	Bread Financial Holdings Inc	Financial Services	Credit Services	38.83%	-2.69%	0.88%	87
BFST	Business First Bancshares, Inc.	Financial Services	Banks - Regional	18.48%	—	1.93%	68
BGC	BGC Group Inc.	Financial Services	Capital Markets	23.89%	2.78%	0.73%	46
BGR	BlackRock Energy and Resources Trust	Financial Services	Asset Management	14.69%	7.62%	7.80%	71
BHB	Bar Harbor Bankshares	Financial Services	Banks - Regional	23.64%	8.84%	3.45%	71
BHF	Brighthouse Financial, Inc.	Financial Services	Insurance - Life	-1.20%	—	0.00%	65
BHK	BlackRock Core Bond Trust	Financial Services	Asset Management	0.13%	3.03%	9.78%	52
BHKLY	BOC Hong Kong Holdings Ltd ADR	Financial Services	Banks - Regional	9.63%	13.12%	5.05%	78
BHRB	Burke & Herbert Financial Services Corp. Common St...	Financial Services	Banks - Regional	14.50%	7.69%	3.14%	63
BHV	BlackRock Virginia Municipal Bond Trust	Financial Services	Asset Management	24.55%	0.01%	4.54%	85
BIT	BlackRock Multi-Sector Income Trust	Financial Services	Asset Management	1.42%	7.38%	11.82%	32
BKEAY	Bank of East Asia Limited	Financial Services	Banks - Regional	-8.06%	-3.64%	4.65%	55
BKHYY	Bank Hapoalim ADR	Financial Services	Banks - Regional	-1.04%	21.05%	4.39%	69
BKNIY	Bankinter SA ADR	Financial Services	Banks - Regional	7.70%	18.16%	4.06%	80

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 24.68% and an average 5-year return of 8.83%, 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 · 1,628 Stocks Technology · 1,418 Stocks Consumer Cyclical · 1,300 Stocks Basic Materials · 1,124 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.