Financial Services Stock List

Documentation

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: 1,849
Median 1Y Volatility: 27.46%
Avg. Dividend Yield: 4.20%
Avg. 1 Year Return: 21.18%
Median P/E Ratio: 10.83
Median Risk/Return Score: 67 / 100

1065 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ARBK	Argo Blockchain plc	Financial Services	Capital Markets	-17.01%	—	0.00%	89
ARCC	Ares Capital Corporation	Financial Services	Asset Management	0.62%	12.41%	9.94%	29
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	Financial Services	Asset Management	-0.57%	7.87%	10.86%	27
ARES	Ares Management Corporation	Financial Services	Asset Management	-11.46%	28.47%	4.14%	22
AROW	Arrow Financial Corporation	Financial Services	Banks - Regional	31.26%	8.66%	2.91%	92
ARZGY	Assicurazioni Generali SpA ADR	Financial Services	Insurance - Diversified	28.40%	20.92%	3.74%	91
ASA	ASA Gold and Precious Metals Limited	Financial Services	Asset Management	-8.24%	13.11%	0.13%	75
ASB	Associated Banc-Corp	Financial Services	Banks - Regional	24.60%	8.79%	3.01%	79
ASG	Liberty All-Star Growth	Financial Services	Asset Management	7.64%	11.42%	8.80%	54
ASIC	Ategrity Specialty Holdings LLC	Financial Services	Insurance - Property & Casualty	17.04%	—	0.00%	60
ASPS	Altisource Portfolio Solutions S.A.	Financial Services	Mortgage Finance	-19.57%	-30.24%	0.00%	14
ASRV	AmeriServ Financial, Inc.	Financial Services	Banks - Regional	48.24%	7.20%	2.60%	90
ASST	Strive, Inc.	Financial Services	Asset Management	-15.65%	—	0.00%	16
ASXFY	ASX Limited ADR	Financial Services	Financial Data & Stock Exchanges	18.86%	4.64%	3.66%	28
ATCH	AtlasClear Holdings, Inc.	Financial Services	Capital Markets	-29.53%	—	0.00%	56
ATLC	Atlanticus Holdings Corporation	Financial Services	Credit Services	66.26%	43.92%	0.00%	88
ATLCP	Atlanticus Holdings Corporation	Financial Services	Credit Services	6.09%	—	7.78%	75
ATLO	Ames National Corporation	Financial Services	Banks - Regional	38.76%	5.82%	2.81%	98
ATMH	All Things Mobile Analytic Inc.	Financial Services	Shell Companies	10.02%	55.18%	0.00%	58
AUB	Atlantic Union Bankshares Corporation	Financial Services	Banks - Regional	24.22%	8.08%	2.58%	80

Best Financial Services Stocks by Risk/Return Score

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

Symbol	Name	Risk / Return Rank
CPKF	Chesapeake Financial Shares, Inc.	100
AMBZ	American Business Bank	100
PPBN	Pinnacle Bankshares Corporation	100
BFCC	BankFirst Capital Corporation	100
MFGI	Merchants Financial Group, Inc.	99

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (64.44%). Across the lineup, Financial Services Stocks show an average 1-year return of 21.18% and an average 5-year return of 9.08%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
UNCFF	UniCredit S.p.A	64.44%
UNCRY	UniCredit SpA ADR	59.76%
BPXXY	Bper Banca SpA ADR	56.17%
BMA	Banco Macro S.A.	56.08%
BNDSY	Banco de Sabadell SA ADR	55.21%

Top Stocks Sectors

Industrials · 1,707 Stocks Healthcare · 1,623 Stocks Technology · 1,422 Stocks Consumer Cyclical · 1,290 Stocks Basic Materials · 1,123 Stocks Consumer Defensive · 652 Stocks Communication Services · 631 Stocks Real Estate · 588 Stocks Energy · 528 Stocks Utilities · 331 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.