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: 1,954
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

1127 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BEN	Franklin Resources, Inc.	Financial Services	Asset Management	33.06%	3.76%	4.15%	83
BENF	Beneficient Class A Common Stock	Financial Services	Asset Management	-49.64%	—	0.00%	64
BENFW	Beneficient Warrant	Financial Services	Asset Management	-1.89%	—	0.00%	70
BETRW	Better Home & Finance Holding Company	Financial Services	Mortgage Finance	51.82%	—	0.00%	66
BFC	Bank First Corporation	Financial Services	Banks - Regional	15.64%	19.63%	1.32%	69
BFCC	BankFirst Capital Corporation	Financial Services	Banks - Regional	31.01%	—	1.69%	100
BFH	Bread Financial Holdings Inc	Financial Services	Credit Services	23.75%	-5.15%	0.99%	88
BFK	BlackRock Municipal Income Trust	Financial Services	Asset Management	—	—	4.46%	—
BFST	Business First Bancshares, Inc.	Financial Services	Banks - Regional	10.01%	—	2.07%	70
BGC	BGC Group Inc.	Financial Services	Capital Markets	22.09%	2.04%	0.74%	55
BGR	BlackRock Energy and Resources Trust	Financial Services	Asset Management	20.00%	8.07%	7.41%	84
BHB	Bar Harbor Bankshares	Financial Services	Banks - Regional	18.02%	8.27%	3.62%	73
BHF	Brighthouse Financial, Inc.	Financial Services	Insurance - Life	-3.30%	—	0.00%	51
BHK	BlackRock Core Bond Trust	Financial Services	Asset Management	-3.52%	2.87%	10.07%	40
BHKLY	BOC Hong Kong Holdings Ltd ADR	Financial Services	Banks - Regional	18.74%	14.10%	4.91%	87
BHRB	Burke & Herbert Financial Services Corp. Common St...	Financial Services	Banks - Regional	5.27%	6.69%	3.41%	64
BHV	BlackRock Virginia Municipal Bond Trust	Financial Services	Asset Management	21.17%	-0.43%	4.69%	85
BIGZ	Blackrock Innovation & Growth Trust	Financial Services	Asset Management	37.95%	—	8.42%	79
BIPC	Brookfield Infrastructure Corporation	Financial Services	Asset Management	-7.17%	—	4.28%	44
BIT	BlackRock Multi-Sector Income Trust	Financial Services	Asset Management	0.58%	7.16%	11.77%	40

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.

Symbol	Name	Risk / Return Rank
BFCC	BankFirst Capital Corporation	100
FNRN	First Northern Community Bancorp	99
EZPW	EZCORP, Inc.	98
MSVB	Mid-Southern Bancorp, Inc.	98
ATLO	Ames National Corporation	98

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.

Symbol	Name	Return 5Y
UNCFF	UniCredit S.p.A	58.09%
UNCRY	UniCredit SpA ADR	53.31%
BPXXY	Bper Banca SpA ADR	51.95%
BMA	Banco Macro S.A.	47.02%
BNDSY	Banco de Sabadell SA ADR	45.17%

Top Stocks Sectors

Industrials · 1,757 Stocks Healthcare · 1,720 Stocks Technology · 1,478 Stocks Consumer Cyclical · 1,350 Stocks Basic Materials · 1,167 Stocks Consumer Defensive · 675 Stocks Communication Services · 669 Stocks Real Estate · 624 Stocks Energy · 558 Stocks Utilities · 338 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.