Financials Stocks That Beat the S&P 500 Most Consistently
Steady sector leaders, not one-month wonders
Updated October 13, 2026
Sector rotation makes raw-return lists whiplash — a sector’s whole cohort looks brilliant in its quarter and terrible after. Weekly consistency cuts through that: it asks which Financials names finished ahead of the index week after week, through their sector’s good stretches and bad ones. For scale: the typical Financials stock managed 23 winning weeks of 52.
| # | Stock | Weeks > SPY | 1Y excess | 1Y return | 1M |
|---|---|---|---|---|---|
| 1 | BNYBNY Mellon | 30 / 52 | +12.0% | +34.9% | −10.6% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +34.9% total return — +12.0% ahead of the index for the year. | |||||
| 2 | CBOECboe Global Markets | 30 / 52 | +10.1% | +19.4% | +2.7% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +19.4% total return — +10.1% ahead of the index for the year. | |||||
| 3 | AIZAssurant | 29 / 52 | +8.4% | +24.7% | −4.3% |
| Beat the S&P 500 in 29 of its last 52 weeks, on a +24.7% total return — +8.4% ahead of the index for the year. | |||||
| 4 | FDSFactSet | 29 / 52 | −6.7% | +2.7% | +5.0% |
| Beat the S&P 500 in 29 of its last 52 weeks, on a +2.7% total return — −6.7% ahead of the index for the year. | |||||
| 5 | IVZInvesco | 28 / 52 | +12.4% | +28.7% | −8.2% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +28.7% total return — +12.4% ahead of the index for the year. | |||||
| 6 | CCitigroup | 28 / 52 | +12.3% | +32.6% | −8.6% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +32.6% total return — +12.3% ahead of the index for the year. | |||||
| 7 | XYZBlock, Inc. | 28 / 52 | −4.1% | +2.9% | −3.3% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +2.9% total return — −4.1% ahead of the index for the year. | |||||
| 8 | AMPAmeriprise Financial | 28 / 52 | −12.8% | +2.9% | −11.7% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +2.9% total return — −12.8% ahead of the index for the year. | |||||
| 9 | SCHWCharles Schwab Corporation | 28 / 52 | −13.2% | +4.3% | −10.6% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +4.3% total return — −13.2% ahead of the index for the year. | |||||
| 10 | BACBank of America | 27 / 52 | −10.0% | +10.9% | −9.3% |
| Beat the S&P 500 in 27 of its last 52 weeks, on a +10.9% total return — −10.0% ahead of the index for the year. | |||||
| 11 | WRBW. R. Berkley Corporation | 27 / 52 | −18.4% | −5.3% | +3.8% |
| Beat the S&P 500 in 27 of its last 52 weeks, on a −5.3% total return — −18.4% ahead of the index for the year. | |||||
| 12 | STTState Street Corporation | 26 / 52 | +26.3% | +56.7% | −7.5% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +56.7% total return — +26.3% ahead of the index for the year. | |||||
| 13 | BENFranklin Resources | 26 / 52 | +17.3% | +37.5% | −6.8% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +37.5% total return — +17.3% ahead of the index for the year. | |||||
| 14 | PFGPrincipal Financial Group | 26 / 52 | +12.8% | +35.5% | −7.9% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +35.5% total return — +12.8% ahead of the index for the year. | |||||
| 15 | NTRSNorthern Trust | 26 / 52 | +9.4% | +34.3% | −7.8% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +34.3% total return — +9.4% ahead of the index for the year. | |||||
| 16 | NDAQNasdaq, Inc. | 26 / 52 | −7.0% | +5.2% | +2.1% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +5.2% total return — −7.0% ahead of the index for the year. | |||||
| 17 | CMECME Group | 26 / 52 | −11.2% | +2.4% | −0.9% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +2.4% total return — −11.2% ahead of the index for the year. | |||||
| 18 | ICEIntercontinental Exchange | 26 / 52 | −19.6% | −0.7% | −0.8% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a −0.7% total return — −19.6% ahead of the index for the year. | |||||
| 19 | CPAYCorpay | 25 / 52 | +17.8% | +42.5% | −3.3% |
| Beat the S&P 500 in 25 of its last 52 weeks, on a +42.5% total return — +17.8% ahead of the index for the year. | |||||
| 20 | IBKRInteractive Brokers | 25 / 52 | +13.5% | +26.8% | −3.6% |
| Beat the S&P 500 in 25 of its last 52 weeks, on a +26.8% total return — +13.5% ahead of the index for the year. | |||||