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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
BRP Group, Inc.Financial ServicesInsurance Brokers
-17.27%
0.00%
12
Banco Santander-ChileFinancial ServicesBanks - Regional
1.29%
9.96%
5.06%
67
Bogota Financial Corp.Financial ServicesBanks - Regional
5.68%
0.00%
70
Banco Santander (Brasil) S.A.Financial ServicesBanks - Regional
-10.95%
6.58%
8.23%
48
Sierra BancorpFinancial ServicesBanks - Regional
21.29%
12.40%
2.61%
84
BlackRock Science and Technology TrustFinancial ServicesAsset Management
17.01%
19.47%
9.13%
84
BlackRock Science and Technology Trust IIFinancial ServicesCapital Markets
32.96%
8.69%
94
Bank7 Corp.Financial ServicesBanks - Regional
10.78%
2.33%
61
BlackRock Long-Term Municipal Advantage TrustFinancial ServicesAsset Management4.58%
Bit Digital, Inc.Financial ServicesCapital Markets
-13.23%
0.00%
29
BTCS Inc.Financial ServicesCapital Markets
-50.76%
-51.36%
3.85%
29
Bitcoin Depot Inc.Financial ServicesCapital Markets
-94.55%
0.00%
5
Bitcoin Depot Inc.Financial ServicesCapital Markets
-99.11%
0.00%
8
Bit Origin LtdFinancial ServicesCapital Markets
-84.21%
0.00%
20
Blackrock Municipal 2030 Target Term TrustFinancial ServicesAsset Management
0.18%
2.73%
2.46%
81
BlackRock Technology and Private Equity Term TrustFinancial ServicesAsset Management
37.95%
8.42%
80
BlackRock Credit Allocation Income TrustFinancial ServicesAsset Management
-2.90%
5.69%
9.97%
50
BlackRock Utilities, Infrastructure & Power Opport...Financial ServicesAsset Management
11.75%
10.84%
9.57%
82
Burford Capital LtdFinancial ServicesAsset Management
-49.44%
-0.01%
2.81%
6
First Busey CorporationFinancial ServicesBanks - Regional
18.27%
5.83%
3.70%
75

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181–200 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.