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.
Sector is Financial Services
Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of South Carolina Corporation | Financial Services | Banks - Regional | 0.89% | 5.05% | 5.41% | 77 | ||||||||
| Bankinter | Financial Services | Banks - Regional | -2.47% | 17.85% | 4.44% | 85 | ||||||||
| BankUnited, Inc. | Financial Services | Banks - Regional | 2.87% | 5.93% | 2.72% | 74 | ||||||||
| BlackRock Municipal Income Trust II | Financial Services | Asset Management | — | — | 5.64% | — | ||||||||
| Blue Foundry Bancorp | Financial Services | Banks - Regional | 6.52% | — | 0.00% | 75 | ||||||||
| Baloise Holding Ltd ADR | Financial Services | Insurance - Diversified | 0.00% | — | 4.04% | 70 | ||||||||
| BlackRock, Inc. | Financial Services | Asset Management | -9.19% | 13.85% | 2.21% | 41 | ||||||||
| Blue Star Capital plc | Financial Services | Asset Management | 38.89% | -4.59% | 0.00% | 73 | ||||||||
| BlackRock Limited Duration Income Trust | Financial Services | Asset Management | -6.57% | 6.76% | 10.85% | 29 | ||||||||
| Banco Latinoamericano de Comercio Exterior, S.A | Financial Services | Banks - Regional | 18.87% | 15.40% | 4.90% | 88 | ||||||||
| Banco Macro S.A. | Financial Services | Banks - Regional | -12.88% | 6.29% | 4.24% | 44 | ||||||||
| BlackRock Health Sciences Trust | Financial Services | Asset Management | -3.87% | 7.61% | 8.11% | 58 | ||||||||
| Banca Mediolanum SpA | Financial Services | Banks - Regional | -8.94% | 18.27% | 6.94% | 70 | ||||||||
| BlackRock Health Sciences Trust II | Financial Services | Capital Markets | -2.43% | — | 11.62% | 56 | ||||||||
| Bitmine Immersion Technologies Inc | Financial Services | Capital Markets | -28.36% | — | 0.05% | — | ||||||||
| Bank of Montreal | Financial Services | Banks - Diversified | 5.89% | 13.60% | 3.48% | 91 | ||||||||
| Bank of Montreal | Financial Services | Banks - Diversified | 7.33% | 14.24% | 3.44% | 90 | ||||||||
| Banca Monte dei Paschi di Siena SpA | Financial Services | Banks - Regional | -19.00% | -37.79% | 11.63% | 49 | ||||||||
| Bank of Marin Bancorp | Financial Services | Banks - Regional | 0.26% | 3.67% | 3.87% | 64 | ||||||||
| Brookfield Corp | Financial Services | Asset Management | -10.74% | 14.68% | 0.61% | 53 |