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: 1,854
Median 1Y Volatility: 27.38%
Avg. Dividend Yield: 4.30%
Avg. 1 Year Return: 29.83%
Median P/E Ratio: 10.53
Median Risk/Return Score: 65 / 100

1061 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
UNCFF	UniCredit S.p.A	Financial Services	Banks - Regional	5.43%	52.44%	2.36%	65
UNCRY	UniCredit SpA ADR	Financial Services	Banks - Regional	4.73%	—	4.28%	70
UNM	Unum Group	Financial Services	Insurance - Life	21.09%	14.26%	1.98%	65
UNTY	Unity Bancorp, Inc.	Financial Services	Banks - Regional	10.16%	19.19%	1.09%	68
UOVEY	United Overseas Bank Ltd ADR	Financial Services	Banks - Regional	11.36%	13.61%	4.75%	67
UPST	Upstart Holdings, Inc.	Financial Services	Credit Services	-30.25%	—	0.00%	20
USA	Liberty All-Star Equity Fund	Financial Services	Asset Management	-3.46%	12.13%	11.85%	27
USB	U.S. Bancorp	Financial Services	Banks - Regional	11.60%	7.51%	3.50%	83
USCB	USCB Financial Holdings, Inc.	Financial Services	Banks - Regional	7.54%	—	2.30%	65
UTF	Cohen & Steers Infrastructure Fund, Inc	Financial Services	Asset Management	17.84%	11.75%	6.87%	70
UTG	Reaves Utility Income Trust	Financial Services	Asset Management	13.63%	10.23%	5.86%	76
UTGN	UTG, Inc.	Financial Services	Insurance - Life	-2.90%	12.79%	0.00%	82
UVE	Universal Insurance Holdings, Inc.	Financial Services	Insurance - Property & Casualty	13.24%	11.07%	2.03%	76
UVSP	Univest Financial Corporation	Financial Services	Banks - Regional	31.66%	11.14%	2.09%	85
UWMC	UWM Holdings Corporation	Financial Services	Mortgage Finance	-44.15%	—	16.81%	13
V	Visa Inc.	Financial Services	Credit Services	-7.69%	15.98%	0.81%	15
VABK	Virginia National Bankshares Corporation	Financial Services	Banks - Regional	14.90%	10.06%	3.20%	68
VALU	Value Line, Inc.	Financial Services	Financial Data & Stock Exchanges	-9.73%	12.37%	3.89%	25
VBNK	VersaBank	Financial Services	Banks - Regional	35.16%	—	0.36%	91
VCTR	Victory Capital Holdings, Inc.	Financial Services	Asset Management	36.21%	—	2.32%	76

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 (57.13%). Across the lineup, Financial Services Stocks show an average 1-year return of 29.83% and an average 5-year return of 7.97%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
UNCFF	UniCredit S.p.A	57.13%
UNCRY	UniCredit SpA ADR	52.99%
BPXXY	Bper Banca SpA ADR	51.95%
BMA	Banco Macro S.A.	51.51%
BBAR	Banco BBVA Argentina S.A.	49.16%

Top Stocks Sectors

Industrials · 1,702 Stocks Healthcare · 1,635 Stocks Technology · 1,419 Stocks Consumer Cyclical · 1,309 Stocks Basic Materials · 1,126 Stocks Consumer Defensive · 653 Stocks Communication Services · 637 Stocks Real Estate · 592 Stocks Energy · 537 Stocks Utilities · 332 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.