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.

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Number of Stocks: 1,923
Median 1Y Volatility: 27.36%
Avg. Dividend Yield: 4.30%
Avg. 1 Year Return: 21.51%
Median P/E Ratio: 9.98
Median Risk/Return Score: 62 / 100

1120 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PBHC	Pathfinder Bancorp, Inc.	Financial Services	Banks - Regional	1.74%	4.37%	2.83%	34
PCB	PCB Bancorp	Financial Services	Banks - Regional	19.37%	11.81%	3.31%	80
PCSC	Perceptive Capital Solutions Corp	Financial Services	Shell Companies	-14.43%	—	0.00%	48
PDI	PIMCO Dynamic Income Fund	Financial Services	Asset Management	0.27%	7.56%	15.84%	44
PDLB	PDL Community Bancorp	Financial Services	Banks - Regional	15.54%	—	0.00%	88
PDO	Pimco Dynamic Income Opportunities Fund	Financial Services	Asset Management	-0.87%	—	11.72%	65
PEBK	Peoples Bancorp of North Carolina, Inc.	Financial Services	Banks - Regional	21.68%	12.52%	2.28%	88
PEBO	Peoples Bancorp Inc.	Financial Services	Banks - Regional	20.85%	9.80%	4.66%	74
PFBC	Preferred Bank	Financial Services	Banks - Regional	5.56%	14.85%	3.16%	65
PFC	Premier Financial Corp.	Financial Services	Banks - Regional	—	—	—	—
PFG	Principal Financial Group, Inc.	Financial Services	Insurance - Diversified	21.10%	13.61%	3.04%	86
PFIS	Peoples Financial Services Corp.	Financial Services	Banks - Regional	27.59%	9.00%	4.09%	73
PFLT	PennantPark Floating Rate Capital Ltd.	Financial Services	Asset Management	-8.56%	6.15%	15.39%	19
PFS	Provident Financial Services, Inc.	Financial Services	Banks - Regional	17.22%	5.97%	4.24%	82
PFSI	PennyMac Financial Services, Inc.	Financial Services	Mortgage Finance	-39.24%	20.17%	1.51%	29
PFX	PhenixFIN Corporation	Financial Services	Asset Management	0.23%	-6.63%	0.17%	29
PGC	Peapack-Gladstone Financial Corporation	Financial Services	Banks - Regional	61.03%	9.66%	0.45%	85
PGR	The Progressive Corporation	Financial Services	Insurance - Property & Casualty	-6.42%	23.25%	6.94%	6
PGZ	Principal Real Estate Income Fund	Financial Services	Asset Management	3.99%	3.73%	12.75%	58
PHD	Pioneer Floating Rate Fund, Inc.	Financial Services	Asset Management	—	—	—	—

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.

Symbol	Name	Risk / Return Rank
AMBZ	American Business Bank	100
BFCC	BankFirst Capital Corporation	100
FNRN	First Northern Community Bancorp	99
CPKF	Chesapeake Financial Shares, Inc.	99
TD	The Toronto-Dominion Bank	98

Best-Performing Financial Services Stocks Over 5 Years

The top Financial Services Stocks is UNCFF (55.75%). Across the lineup, Financial Services Stocks show an average 1-year return of 21.51% and an average 5-year return of 7.34%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
UNCFF	UniCredit S.p.A	55.75%
UNCRY	UniCredit SpA ADR	52.37%
BPXXY	Bper Banca SpA ADR	51.95%
BMA	Banco Macro S.A.	45.54%
GGAL	Grupo Financiero Galicia S.A.	43.59%

Top Stocks Sectors

Industrials · 1,742 Stocks Healthcare · 1,707 Stocks Technology · 1,471 Stocks Consumer Cyclical · 1,343 Stocks Basic Materials · 1,142 Stocks Consumer Defensive · 668 Stocks Communication Services · 662 Stocks Real Estate · 616 Stocks Energy · 549 Stocks Utilities · 335 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.