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.
Sector is Financial Services
Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NatWest Group plc | Financial Services | Banks - Diversified | -2.20% | 16.51% | 5.34% | 80 | ||||||||
| NatWest Group plc | Financial Services | Banks - Diversified | -2.87% | 15.81% | 5.35% | 77 | ||||||||
| Wells Fargo & Company | Financial Services | Banks - Diversified | -9.84% | 8.27% | 1.79% | 48 | ||||||||
| Nuveen California Select Tax-Free Income Portfolio | Financial Services | Asset Management | — | — | 3.01% | — | ||||||||
| Nuveen New York Select Tax-Free Income Portfolio | Financial Services | Asset Management | — | — | 3.11% | — | ||||||||
| Nuveen Select Tax-Free Income Portfolio | Financial Services | Asset Management | 3.13% | 3.48% | 4.41% | 67 | ||||||||
| OVB Holding AG | Financial Services | Capital Markets | 5.94% | 8.50% | 4.67% | 30 | ||||||||
| Octopus Apollo VCT plc | Financial Services | Investment Banking & Investment Services | 0.86% | — | 556.75% | 13 | ||||||||
| Blue Owl Capital Corporation | Financial Services | Credit Services | -10.47% | — | 14.05% | 25 | ||||||||
| Origin Bancorp, Inc | Financial Services | Banks - Regional | 16.83% | — | 1.37% | 76 | ||||||||
| Orange County Bancorp, Inc. | Financial Services | Banks - Regional | 20.52% | 13.94% | 1.81% | 74 | ||||||||
| OFS Credit Company, Inc. | Financial Services | Asset Management | -35.18% | — | 44.88% | 5 | ||||||||
| OFS Credit Company, Inc. | Financial Services | Asset Management | 1.00% | — | 5.33% | 84 | ||||||||
| OFS Credit Company, Inc. | Financial Services | Asset Management | 2.11% | — | 6.11% | 86 | ||||||||
| OceanFirst Financial Corp. | Financial Services | Banks - Regional | 6.88% | 4.58% | 4.21% | 64 | ||||||||
| Oakley Capital Investments Limited | Financial Services | Asset Management | -13.33% | 15.72% | 0.00% | 46 | ||||||||
| Oaktree Specialty Lending Corporation | Financial Services | Credit Services | -3.31% | 7.88% | 13.64% | 32 | ||||||||
| Oconee Federal Financial Corp. | Financial Services | Banks - Regional | -11.73% | 0.01% | 2.65% | 65 | ||||||||
| OFG Bancorp | Financial Services | Banks - Regional | 4.95% | 23.87% | 2.93% | 60 | ||||||||
| OFS Capital Corporation | Financial Services | Asset Management | -16.25% | -0.36% | 27.06% | 5 |