Financials Stocks That Beat the S&P 500 Most Consistently
Steady sector leaders, not one-month wonders
Updated August 30, 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 24 winning weeks of 52.
| # | Stock | Weeks > SPY | 1Y excess | 1Y return | 1M |
|---|---|---|---|---|---|
| 1 | BNYBNY Mellon | 34 / 52 | +31.1% | +54.7% | +4.1% |
| Beat the S&P 500 in 34 of its last 52 weeks, on a +54.7% total return — +31.1% ahead of the index for the year. | |||||
| 2 | IVZInvesco | 31 / 52 | +30.4% | +49.0% | +11.7% |
| Beat the S&P 500 in 31 of its last 52 weeks, on a +49.0% total return — +30.4% ahead of the index for the year. | |||||
| 3 | NTRSNorthern Trust | 31 / 52 | +23.5% | +42.0% | +2.3% |
| Beat the S&P 500 in 31 of its last 52 weeks, on a +42.0% total return — +23.5% ahead of the index for the year. | |||||
| 4 | SCHWCharles Schwab Corporation | 31 / 52 | −2.0% | +13.7% | +5.6% |
| Beat the S&P 500 in 31 of its last 52 weeks, on a +13.7% total return — −2.0% ahead of the index for the year. | |||||
| 5 | CCitigroup | 30 / 52 | +20.7% | +37.1% | +0.4% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +37.1% total return — +20.7% ahead of the index for the year. | |||||
| 6 | AIZAssurant | 30 / 52 | +13.4% | +30.6% | +2.3% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +30.6% total return — +13.4% ahead of the index for the year. | |||||
| 7 | BACBank of America | 30 / 52 | +12.3% | +23.7% | +1.0% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +23.7% total return — +12.3% ahead of the index for the year. | |||||
| 8 | CBOECboe Global Markets | 30 / 52 | +10.8% | +30.5% | +4.7% |
| Beat the S&P 500 in 30 of its last 52 weeks, on a +30.5% total return — +10.8% ahead of the index for the year. | |||||
| 9 | GSGoldman Sachs | 29 / 52 | +19.4% | +37.9% | +0.9% |
| Beat the S&P 500 in 29 of its last 52 weeks, on a +37.9% total return — +19.4% ahead of the index for the year. | |||||
| 10 | XYZBlock, Inc. | 29 / 52 | +1.8% | +5.3% | +1.2% |
| Beat the S&P 500 in 29 of its last 52 weeks, on a +5.3% total return — +1.8% ahead of the index for the year. | |||||
| 11 | STTState Street Corporation | 28 / 52 | +39.8% | +67.8% | +5.0% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +67.8% total return — +39.8% ahead of the index for the year. | |||||
| 12 | AMPAmeriprise Financial | 28 / 52 | −4.5% | +7.9% | +2.7% |
| Beat the S&P 500 in 28 of its last 52 weeks, on a +7.9% total return — −4.5% ahead of the index for the year. | |||||
| 13 | PFGPrincipal Financial Group | 27 / 52 | +20.1% | +37.8% | −2.2% |
| Beat the S&P 500 in 27 of its last 52 weeks, on a +37.8% total return — +20.1% ahead of the index for the year. | |||||
| 14 | FDSFactSet | 27 / 52 | −25.1% | −18.7% | +17.5% |
| Beat the S&P 500 in 27 of its last 52 weeks, on a −18.7% total return — −25.1% ahead of the index for the year. | |||||
| 15 | BXBlackstone Inc. | 27 / 52 | −31.2% | −17.1% | +11.2% |
| Beat the S&P 500 in 27 of its last 52 weeks, on a −17.1% total return — −31.2% ahead of the index for the year. | |||||
| 16 | IBKRInteractive Brokers | 26 / 52 | +28.5% | +55.1% | +5.9% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +55.1% total return — +28.5% ahead of the index for the year. | |||||
| 17 | MSMorgan Stanley | 26 / 52 | +24.1% | +43.0% | +2.0% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +43.0% total return — +24.1% ahead of the index for the year. | |||||
| 18 | BENFranklin Resources | 26 / 52 | +15.8% | +35.1% | +4.5% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +35.1% total return — +15.8% ahead of the index for the year. | |||||
| 19 | JPMJPMorgan Chase | 26 / 52 | +4.4% | +19.5% | +1.9% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +19.5% total return — +4.4% ahead of the index for the year. | |||||
| 20 | RJFRaymond James Financial | 26 / 52 | −6.3% | +6.8% | +2.5% |
| Beat the S&P 500 in 26 of its last 52 weeks, on a +6.8% total return — −6.3% ahead of the index for the year. | |||||