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
AUBN	Auburn National Bancorporation, Inc.	Financial Services	Banks - Regional	-0.39%	2.75%	4.11%	44
AVAL	Grupo Aval Acciones y Valores S.A.	Financial Services	Banks - Regional	33.53%	1.40%	2.84%	88
AVHIW	Achari Ventures Holdings Corp. I Warrant	Financial Services	Shell Companies	—	—	0.00%	—
AVVIY	Aviva plc	Financial Services	Insurance - Diversified	5.54%	12.36%	5.55%	63
AVX	Avax One Technology Ltd	Financial Services	Asset Management	-82.67%	—	0.00%	10
AX	Axos Financial, Inc.	Financial Services	Banks - Regional	20.49%	—	0.00%	63
AXAHY	AXA SA ADR	Financial Services	Insurance - Diversified	14.06%	16.54%	5.25%	65
AXG	Solowin Holdings	Financial Services	Capital Markets	-32.36%	—	0.00%	—
AXP	American Express Company	Financial Services	Credit Services	-4.90%	19.84%	1.01%	62
AXS	AXIS Capital Holdings Limited	Financial Services	Insurance - Property & Casualty	-1.83%	9.40%	1.69%	59
BAC	Bank of America Corporation	Financial Services	Banks - Diversified	16.25%	18.04%	1.77%	85
BACHY	Bank of China Ltd ADR	Financial Services	Banks - Diversified	20.09%	11.84%	4.89%	74
BAFN	Bayfirst Financial Corp	Financial Services	Banks - Regional	-20.57%	—	0.00%	13
BAM	Brookfield Asset Management Ltd.	Financial Services	Asset Management	2.56%	—	3.57%	26
BANC	Banc of California, Inc.	Financial Services	Banks - Regional	1.69%	0.62%	2.27%	75
BANF	BancFirst Corporation	Financial Services	Banks - Regional	8.57%	15.35%	1.68%	32
BANR	Banner Corporation	Financial Services	Banks - Regional	15.41%	8.69%	2.89%	63
BANX	StoneCastle Financial Corp.	Financial Services	Asset Management	-0.96%	9.81%	12.00%	64
BAP	Credicorp Ltd.	Financial Services	Banks - Regional	44.09%	14.34%	3.62%	91
BBAR	Banco BBVA Argentina S.A.	Financial Services	Banks - Regional	0.62%	2.87%	2.60%	51

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 · 1,708 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 · 527 Stocks Utilities · 331 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.