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.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

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
BST	BlackRock Science and Technology Trust	Financial Services	Asset Management	23.96%	20.22%	8.66%	87
BSTZ	BlackRock Science and Technology Trust II	Financial Services	Capital Markets	35.23%	—	8.40%	93
BSVN	Bank7 Corp.	Financial Services	Banks - Regional	22.58%	—	2.18%	60
BTBT	Bit Digital, Inc.	Financial Services	Capital Markets	-12.70%	—	0.00%	28
BTCS	BTCS Inc.	Financial Services	Capital Markets	-57.58%	-39.49%	4.46%	29
BTOG	Bit Origin Ltd	Financial Services	Capital Markets	-87.60%	—	0.00%	17
BTT	Blackrock Municipal 2030 Target Term Trust	Financial Services	Asset Management	1.27%	2.61%	2.44%	79
BTX	BlackRock Technology and Private Equity Term Trust	Financial Services	Asset Management	36.22%	—	8.25%	76
BTZ	BlackRock Credit Allocation Income Trust	Financial Services	Asset Management	-0.54%	5.61%	9.81%	51
BUI	BlackRock Utilities, Infrastructure & Power Opport...	Financial Services	Asset Management	18.16%	11.31%	9.11%	83
BUR	Burford Capital Ltd	Financial Services	Asset Management	-51.60%	0.82%	2.93%	5
BUSE	First Busey Corporation	Financial Services	Banks - Regional	27.15%	7.26%	3.44%	78
BVFL	BV Financial Inc. Common Stock	Financial Services	Banks - Regional	19.29%	17.79%	0.00%	85
BWB	Bridgewater Bancshares, Inc.	Financial Services	Banks - Regional	22.42%	—	0.00%	73
BWFG	Bankwell Financial Group, Inc.	Financial Services	Banks - Regional	28.90%	12.75%	1.37%	92
BWIN	The Baldwin Insurance Group, Inc	Financial Services	Insurance Brokers	18.23%	—	0.00%	25
BX	Blackstone Inc.	Financial Services	Asset Management	-18.67%	22.86%	4.05%	26
BXSL	Blackstone Secured Lending Fund	Financial Services	Asset Management	-3.69%	—	12.96%	20
BXSY	Bexil Investment Trust	Financial Services	Collective Investments	14.76%	—	6.00%	91
BY	Byline Bancorp, Inc.	Financial Services	Banks - Regional	29.40%	—	1.18%	83

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.