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
VCV	Invesco California Value Municipal Income Trust	Financial Services	Asset Management	-1.33%	2.30%	7.27%	73
VEL	Velocity Financial, Inc.	Financial Services	Mortgage Finance	-15.41%	—	0.00%	25
VFL	Delaware Investments National Municipal Income Fun...	Financial Services	Asset Management	2.29%	1.39%	5.85%	78
VGM	Invesco Trust for Investment Grade Municipals	Financial Services	Asset Management	1.56%	2.15%	7.59%	82
VINP	Vinci Partners Investments Ltd.	Financial Services	Asset Management	-22.70%	—	6.56%	50
VIRT	Virtu Financial, Inc.	Financial Services	Capital Markets	74.77%	17.29%	1.67%	75
VKI	Invesco Advantage Municipal Income Trust II	Financial Services	Asset Management	4.58%	2.29%	7.25%	82
VKQ	Invesco Municipal Trust	Financial Services	Asset Management	5.19%	2.33%	7.67%	87
VLT	Invesco High Income Trust II	Financial Services	Asset Management	-2.26%	6.39%	10.79%	66
VLY	Valley National Bancorp	Financial Services	Banks - Regional	26.43%	9.48%	3.01%	92
VLYPO	Valley National Bancorp	Financial Services	Banks - Regional	0.23%	—	8.00%	77
VLYPP	Valley National Bancorp	Financial Services	Banks - Regional	0.89%	4.88%	7.70%	79
VMO	Invesco Municipal Opportunity Trust	Financial Services	Asset Management	5.19%	1.72%	7.69%	85
VNRFY	Vienna Insurance Group AG Wiener Versicherung Grup...	Financial Services	Insurance - Diversified	-2.78%	19.28%	2.67%	87
VOYA	Voya Financial, Inc.	Financial Services	Financial Conglomerates	24.35%	13.63%	2.03%	78
VPV	Invesco Pennsylvania Value Municipal Income Trust	Financial Services	Asset Management	12.09%	3.32%	7.04%	91
VRTS	Virtus Investment Partners, Inc.	Financial Services	Asset Management	-8.17%	9.73%	6.51%	28
VTN	Invesco Trust for Investment Grade New York Munici...	Financial Services	Asset Management	1.16%	1.72%	7.27%	82
VVR	Invesco Senior Income Trust	Financial Services	Asset Management	-2.84%	5.91%	14.90%	18
WABC	Westamerica Bancorporation	Financial Services	Banks - Regional	23.77%	5.27%	3.20%	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.