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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
1,854
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
Financial Services Stock List

1061 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
WisdomTree Inc.Financial ServicesAsset Management
47.93%
8.07%
0.67%
85
West Bancorporation, Inc.Financial ServicesBanks - Regional
16.19%
7.03%
3.96%
76
Waton Financial LtdFinancial ServicesAsset Management
-24.55%
0.00%
17
Wintrust Financial CorporationFinancial ServicesBanks - Regional
14.73%
13.99%
1.32%
76
White Mountains Insurance Group, Ltd.Financial ServicesInsurance - Property & Casualty
-2.55%
9.70%
0.05%
63
Willis Towers Watson Public Limited CompanyFinancial ServicesInsurance Brokers
-19.81%
9.23%
1.42%
25
The Western Union CompanyFinancial ServicesCredit Services
-16.85%
-3.54%
12.45%
29
TeraWulf Inc.Financial ServicesCapital Markets
126.81%
10.71%
0.00%
98
WVS Financial Corp.Financial ServicesBanks - Regional
15.09%
4.64%
3.36%
77
XAI Octagon Floating Rate & Alternative Income Ter...Financial ServicesCapital Markets
-19.80%
21.19%
8
XChange TEC.INCFinancial ServicesInsurance Brokers
18.52%
0.00%
37
XP Inc.Financial ServicesCapital Markets
-0.87%
2.37%
25
Armada Acquisition Corp. IIFinancial ServicesShell Companies
1.56%
0.00%
X FinancialFinancial ServicesCredit Services
-4.78%
16.11%
6
Yiren Digital Ltd.Financial ServicesCredit Services
-68.11%
-20.24%
18.64%
1
Zhibao Technology IncFinancial ServicesInsurance Brokers
-30.53%
0.00%
23
Zions Bancorporation, National AssociationFinancial ServicesBanks - Regional
16.59%
12.79%
2.68%
78
Zions Bancorporation, National AssociationFinancial ServicesBanks - Regional
-3.08%
2.52%
6.61%
11
ZeroStack Corp.Financial ServicesAsset Management
-27.16%
0.00%
11
Zurich Insurance Group LtdFinancial ServicesInsurance - Diversified
-1.47%
18.97%
5.36%
54

Rows per page

1041–1060 of 1061

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.

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.

Top Stocks Sectors


Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.