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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
MainStreet Bancshares, Inc.Financial ServicesBanks - Regional
18.25%
8.89%
1.68%
74
Everest Consolidator Acquisition CorporationFinancial ServicesShell Companies
-21.52%
0.00%
12
MidWestOne Financial Group, Inc.Financial ServicesBanks - Regional
28.82%
8.29%
1.48%
94
Morningstar, Inc.Financial ServicesFinancial Data & Stock Exchanges
-14.07%
9.07%
1.03%
8
Mid Penn Bancorp, Inc.Financial ServicesBanks - Regional
7.48%
10.71%
2.77%
72
Mapfre SA ADRFinancial ServicesInsurance - Diversified
4.63%
12.86%
4.54%
67
Barings Participation InvestorsFinancial ServicesAsset Management
6.73%
9.53%
8.92%
40
Macquarie Group Ltd ADRFinancial ServicesCapital Markets
23.95%
16.75%
2.95%
63
Meridian CorporationFinancial ServicesBanks - Regional
8.99%
2.81%
82
Marsh & McLennan Companies, IncFinancial ServicesInsurance Brokers
-9.91%
11.38%
2.18%
6
Marex Group PLCFinancial ServicesCapital Markets
44.70%
1.11%
63
Morgan StanleyFinancial ServicesCapital Markets
20.68%
26.63%
1.89%
89
MS&AD Insurance Group Holdings PKFinancial ServicesInsurance - Property & Casualty
13.91%
11.65%
0.00%
54
Midland States Bancorp, Inc.Financial ServicesBanks - Regional
38.29%
7.07%
4.49%
90
Midland States Bancorp IncFinancial ServicesBanks - Regional
3.49%
7.63%
80
MSCI Inc.Financial ServicesFinancial Data & Stock Exchanges
8.09%
24.33%
1.25%
53
Morgan Stanley Emerging Markets Debt Fund, Inc.Financial ServicesAsset Management
-0.75%
5.03%
9.04%
39
Morgan Stanley Direct Lending FundFinancial ServicesAsset Management
-5.04%
12.87%
19
MSC Income Fund, Inc.Financial ServicesAsset Management
-7.00%
12.14%
12
Mid-Southern Bancorp, Inc.Financial ServicesBanks - Regional
0.00%
11.63%
0.00%
98

Rows per page

681–700 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.