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Financial Services Stock List

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
1,943
Median 1Y Volatility
27.26%
Avg. Dividend Yield
4.19%
Avg. 1 Year Return
21.49%
Median P/E Ratio
9.94
Median Risk/Return Score
63 / 100
Financial Services Stock List

1121 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Bridgewater Bancshares, Inc.Financial ServicesBanks - Regional
9.81%
0.00%
73
Bankwell Financial Group, Inc.Financial ServicesBanks - Regional
18.06%
12.00%
1.49%
88
The Baldwin Insurance Group, IncFinancial ServicesInsurance Brokers
-17.27%
0.00%
12
Blackstone Inc.Financial ServicesAsset Management
-23.59%
21.04%
4.31%
27
Blackstone Secured Lending FundFinancial ServicesAsset Management
-7.49%
13.07%
13
Bexil Investment TrustFinancial ServicesCollective Investments
11.43%
6.03%
91
Byline Bancorp, Inc.Financial ServicesBanks - Regional
16.75%
1.30%
79
Broadway Financial CorporationFinancial ServicesBanks - Regional
30.81%
-4.36%
0.00%
78
BlackRock Municipal Income Quality TrustFinancial ServicesAsset Management4.52%
Citigroup Inc.Financial ServicesBanks - Diversified
14.65%
14.65%
1.81%
92
Camden National CorporationFinancial ServicesBanks - Regional
18.49%
9.49%
3.33%
73
Credit Acceptance CorporationFinancial ServicesCredit Services
22.83%
11.53%
0.00%
52
Cadence BancorporationFinancial ServicesBanks - Regional2.78%
Caixabank SA ADRFinancial ServicesBanks - Regional
10.47%
23.88%
4.47%
87
Carter Bankshares, Inc.Financial ServicesBanks - Regional
45.72%
8.66%
0.35%
93
Carver Bancorp, Inc.Financial ServicesBanks - Regional
19.49%
-9.00%
0.00%
47
Meta Financial Group, Inc.Financial ServicesBanks - Regional
12.58%
17.09%
0.25%
45
Cathay General BancorpFinancial ServicesBanks - Regional
22.00%
9.97%
2.47%
80
Chubb LimitedFinancial ServicesInsurance - Property & Casualty
4.84%
11.98%
1.19%
63
Colony Bankcorp, Inc.Financial ServicesBanks - Regional
14.94%
10.26%
2.32%
79

Rows per page

201–220 of 1121

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are BFCC (100) and FNRN (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (58.09%). Across the lineup, Financial Services Stocks show an average 1-year return of 21.49% and an average 5-year return of 7.31%, providing a clearer view of performance across different investment horizons.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.