PortfoliosLab logoPortfoliosLab logo

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
1,921
Median 1Y Volatility
27.23%
Avg. Dividend Yield
4.21%
Avg. 1 Year Return
21.48%
Median P/E Ratio
9.97
Median Risk/Return Score
63 / 100
Financial Services Stock List

1118 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
China Taiping Insurance Holdings Co Ltd ADRFinancial ServicesInsurance - Life
177.01%
0.00%
93
Lionheart HoldingsFinancial ServicesShell Companies
2.44%
0.00%
85
Customers Bancorp, Inc.Financial ServicesBanks - Regional
1.03%
10.63%
0.00%
76
Cullman Bancorp, Inc.Financial ServicesBanks - Regional
25.20%
-3.08%
0.77%
97
CVB Financial Corp.Financial ServicesBanks - Regional
11.36%
5.18%
3.90%
58
Community West BancsharesFinancial ServicesBanks - Regional
10.63%
8.45%
1.95%
85
CaliberCos Inc. Class A Common StockFinancial ServicesAsset Management
-32.14%
0.00%
40
MFS High Income Municipal TrustFinancial ServicesAsset Management
1.94%
1.24%
6.81%
74
MFS Investment Grade Municipal TrustFinancial ServicesAsset Management
0.24%
1.71%
7.56%
70
Citizens Bancshares CorpFinancial ServicesBanks - Regional
21.52%
25.91%
2.26%
52
Citizens Financial Services Inc. Common StockFinancial ServicesBanks - Regional
15.61%
7.67%
3.05%
54
Citizens & Northern CorporationFinancial ServicesBanks - Regional
8.52%
5.56%
5.25%
70
Citizens Community Bancorp, Inc.Financial ServicesBanks - Regional
17.67%
9.95%
1.01%
90
Deutsche Bank AktiengesellschaftFinancial ServicesBanks - Regional
-15.30%
9.38%
3.70%
54
Deutsche Boerse AG ADRFinancial ServicesFinancial Data & Stock Exchanges
9.51%
14.45%
1.75%
24
DBS Group Holdings Ltd ADRFinancial ServicesBanks - Regional
13.97%
22.92%
4.24%
93
Dime Community Bancshares, Inc.Financial ServicesBanks - Regional
27.46%
5.86%
2.65%
82
Discovery Ltd ADRFinancial ServicesInsurance - Life
0.55%
1.52%
95
DeFi Technologies IncFinancial ServicesCapital Markets
-26.72%
0.00%
6
Donnelley Financial Solutions, Inc.Financial ServicesCapital Markets
-21.31%
0.00%
12

Rows per page

301–320 of 1118

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 21.48% and an average 5-year return of 7.29%, 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.