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
BNT	Brookfield Wealth Solutions Ltd	Financial Services	Insurance - Diversified	-5.42%	—	0.60%	47
BNY	The Bank of New York Mellon Corporation	Financial Services	Banks - Diversified	27.36%	17.41%	1.45%	96
BOH	Bank of Hawaii Corporation	Financial Services	Banks - Regional	23.21%	5.86%	3.38%	69
BOKF	BOK Financial Corporation	Financial Services	Banks - Regional	18.72%	11.14%	1.77%	86
BOLSY	B3 S.A. - Brasil Bolsa Balcão	Financial Services	Financial Data & Stock Exchanges	10.01%	—	5.06%	50
BOTJ	Bank of the James Financial Group, Inc.	Financial Services	Banks - Regional	39.17%	10.71%	1.56%	98
BOW	Bowhead Specialty Holdings Inc	Financial Services	Insurance - Property & Casualty	10.30%	—	0.00%	32
BPOP	Popular, Inc.	Financial Services	Banks - Regional	35.88%	22.35%	1.87%	88
BPRN	The Bank of Princeton	Financial Services	Banks - Regional	14.53%	—	3.46%	73
BPXXY	Bper Banca SpA ADR	Financial Services	Banks - Regional	26.55%	21.66%	4.91%	89
BRBS	Blue Ridge Bankshares, Inc.	Financial Services	Banks - Regional	-1.83%	-4.89%	23.68%	70
BREJY	mBank S.A	Financial Services	Banks - Regional	0.00%	—	0.00%	—
BRK-A	Berkshire Hathaway Inc.	Financial Services	Insurance - Diversified	0.90%	13.41%	0.00%	55
BRK-B	Berkshire Hathaway Inc.	Financial Services	Insurance - Diversified	1.02%	13.43%	0.00%	55
BRO	Brown & Brown, Inc.	Financial Services	Insurance Brokers	-11.71%	15.21%	0.92%	10
BRP	BRP Group, Inc.	Financial Services	Insurance Brokers	18.23%	—	0.00%	25
BSAC	Banco Santander-Chile	Financial Services	Banks - Regional	10.20%	10.57%	4.65%	76
BSBK	Bogota Financial Corp.	Financial Services	Banks - Regional	7.22%	—	0.00%	62
BSBR	Banco Santander (Brasil) S.A.	Financial Services	Banks - Regional	-11.80%	5.51%	8.31%	44
BSRR	Sierra Bancorp	Financial Services	Banks - Regional	27.51%	13.29%	2.48%	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 24.68% 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.