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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
1,954
Median 1Y Volatility
27.28%
Avg. Dividend Yield
4.16%
Avg. 1 Year Return
22.23%
Median P/E Ratio
9.99
Median Risk/Return Score
63 / 100
Financial Services Stock List

1127 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Barings BDC, Inc.Financial ServicesCredit Services
-3.44%
13.07%
51
Banco Bradesco S.A.Financial ServicesBanks - Regional
3.60%
2.61%
8.73%
61
BB Seguridade Participacoes SAFinancial ServicesInsurance - Diversified
13.56%
7.42%
11.88%
61
Brookfield Business CorpFinancial ServicesAsset Management
-7.97%
0.76%
53
Banco Bilbao Vizcaya Argentaria, S.A.Financial ServicesBanks - Diversified
-1.70%
19.67%
4.87%
80
Southern California Bancorp Common StockFinancial ServicesBanks - Regional
3.75%
8.97%
1.04%
79
BlackRock Capital Allocation TrustFinancial ServicesCapital Markets
19.06%
20.62%
89
BCB Bancorp, Inc.Financial ServicesBanks - Regional
41.74%
5.56%
4.27%
82
Binah Capital Group, IncFinancial ServicesAsset Management
-46.18%
0.00%
31
Banco de ChileFinancial ServicesBanks - Regional
1.86%
12.75%
6.00%
66
Grayscale Bitcoin Cash TrustFinancial ServicesAsset Management
-63.74%
0.00%
12
BCP Investment CorpFinancial ServicesAsset Management
-33.20%
-1.31%
20.14%
12
BayCom CorpFinancial ServicesBanks - Regional
9.19%
11.15%
3.31%
68
Bank of Communications Co Ltd ADRFinancial ServicesBanks - Diversified
2.60%
13.83%
2.33%
65
1895 Bancorp of Wisconsin, Inc.Financial ServicesBanks - Regional
-3.48%
0.00%
55
Barclays PLCFinancial ServicesBanks - Diversified
-3.49%
12.14%
1.92%
73
Bain Capital Specialty Finance, Inc.Financial ServicesAsset Management
-4.81%
15.01%
29
Bancroft Fund Ltd.Financial ServicesAsset Management
18.62%
12.27%
5.19%
91
Banco Do Brasil SAFinancial ServicesBanks - Regional
-1.68%
11.17%
2.75%
37
BDO Unibank Inc ADRFinancial ServicesBanks - Regional
-12.67%
1.29%
4.81%
10

Rows per page

101–120 of 1127

Best Financial Services Stocks by Risk/Return Score

The top Financial Services Stocks by PortfoliosLab Risk/Return Score are BFCC (100) and FNRN (99). 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 22.23% and an average 5-year return of 7.33%, 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.