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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | Financial Services | Banks - Regional | 10.19% | 13.02% | 2.89% | 57 | ||||||||
| The Carlyle Group Inc. | Financial Services | Asset Management | -20.74% | 16.44% | 3.01% | 42 | ||||||||
| TCG BDC, Inc. | Financial Services | Asset Management | -9.03% | — | 14.60% | 8 | ||||||||
| Challenger Limited | Financial Services | Insurance - Life | -10.72% | 3.36% | 3.69% | 81 | ||||||||
| Canadian General Investments Ltd | Financial Services | Asset Management | 2.01% | 97.17% | 2.35% | 88 | ||||||||
| Canadian General Investments, Limited | Financial Services | Asset Management | 1.69% | 14.03% | 2.35% | 82 | ||||||||
| Capital Gearing Trust | Financial Services | Collective Investments | 2.23% | 5.05% | 2.02% | 84 | ||||||||
| Chiba Bank Ltd ADR | Financial Services | Banks - Regional | 18.18% | 11.12% | 1.19% | 94 | ||||||||
| China Citic Bank Corp Ltd ADR | Financial Services | Banks - Regional | 20.65% | — | 4.65% | 74 | ||||||||
| City Holding Company | Financial Services | Banks - Regional | 3.08% | 13.24% | 2.72% | 47 | ||||||||
| CT UK High Income Ord | Financial Services | Asset Management | -1.55% | 8.08% | 3.77% | 55 | ||||||||
| Chemung Financial Corporation | Financial Services | Banks - Regional | -3.36% | 10.41% | 2.50% | 56 | ||||||||
| Cholamandalam Investment and Finance Company Limit... | Financial Services | Credit Services | -20.16% | 25.23% | 0.15% | 24 | ||||||||
| Chrysalis Investments Ltd | Financial Services | Asset Management | -30.17% | — | 0.00% | 25 | ||||||||
| Citizens, Inc. | Financial Services | Insurance - Life | 5.59% | -3.52% | 0.00% | 45 | ||||||||
| Bancolombia S.A. | Financial Services | Banks - Regional | 15.48% | 14.87% | 2.48% | 90 | ||||||||
| Commercial International Bank | Financial Services | Banks - Regional | 2.75% | 6.75% | 2.01% | 88 | ||||||||
| China Construction Bank Corporation | Financial Services | Banks - Diversified | 4.17% | 22.44% | 2.83% | 55 | ||||||||
| China Construction Bank Corp | Financial Services | Banks - Diversified | 9.58% | 13.83% | 5.03% | 75 | ||||||||
| Cipher Mining Inc. | Financial Services | Capital Markets | -13.14% | — | 0.00% | 94 |