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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
1,923
Median 1Y Volatility
27.21%
Avg. Dividend Yield
4.20%
Avg. 1 Year Return
21.54%
Median P/E Ratio
9.97
Median Risk/Return Score
63 / 100
Financial Services Stock List

1120 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Invesco Quality Municipal Income TrustFinancial ServicesAsset Management
2.36%
2.43%
7.66%
76
IREN LimitedFinancial ServicesCapital Markets
43.90%
0.00%
94
IF Bancorp, Inc.Financial ServicesBanks - Regional0.75%
Intesa Sanpaolo SpA PKFinancial ServicesBanks - Regional
-2.78%
17.42%
6.70%
65
Investar Holding CorporationFinancial ServicesBanks - Regional
9.09%
8.33%
1.52%
90
Investec Ltd ADRFinancial ServicesBanks - Regional
25.78%
5.54%
65
Investors Title CompanyFinancial ServicesInsurance - Specialty
-2.46%
15.88%
4.35%
66
Itaú Unibanco Holding S.A.Financial ServicesBanks - Regional
6.52%
16.85%
8.46%
68
Invesco Ltd.Financial ServicesAsset Management
5.77%
3.90%
3.09%
92
ORIX CorporationFinancial ServicesCredit Services
29.64%
12.72%
1.58%
92
Julius Baer Group LtdFinancial ServicesAsset Management
9.15%
10.26%
4.07%
74
Jefferies Financial Group Inc.Financial ServicesFinancial Conglomerates
-8.76%
17.06%
2.87%
48
J and Friends Holdings LtdFinancial ServicesCredit Services
6.58%
0.00%
46
Janus Henderson Group plcFinancial ServicesAsset Management
8.81%
9.56%
1.55%
91
John Hancock Investors TrustFinancial ServicesAsset Management
-1.97%
6.27%
9.46%
58
John Hancock Income Securities TrustFinancial ServicesAsset Management
-4.55%
2.64%
5.49%
53
John Marshall Bancorp IncFinancial ServicesBanks - Regional
8.09%
3.44%
2.24%
70
JPMorgan Chase & Co.Financial ServicesBanks - Diversified
-2.12%
20.14%
1.89%
67
Japan Post Holdings Co Ltd ADRFinancial ServicesBanks - Regional
23.72%
0.00%
64
Japan Exchange Group Inc ADRFinancial ServicesFinancial Data & Stock Exchanges
14.07%
7.61%
0.00%
53

Rows per page

581–600 of 1120

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are AMBZ (100) and BFCC (100). 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 21.54% and an average 5-year return of 7.30%, 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.