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In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
August 5, 2025 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 33 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 7.8 %
 Weekly Performance: 0.99 %
 Daily Performance: 0.99 %
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Financial Sector Trend
33 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceSmart Investing & Trading ScoreChange %YTD Change%
ESSAESSA Bancorp S&L640.00830.79%NA
DEAEasterly Government REIT - Office22.29562.15%108.45%
COOPMr. Cooper S&L179.14932.80%86.58%
HRTGHeritage Insurance Insurance21.21250.95%75.29%
ROOTRoot  Insurance Property & Casualty119.99422.80%65.29%
ILPTIndustrial Logistics REIT - Industrial5.989511.36%64.89%
RKTRocket  Mortgage Finance16.881002.06%58.42%
DHCDiversified Healthcare REIT3.41684.28%49.61%
PRAProAssurance  Insurance23.80440.59%49.59%
UNITUniti  REIT - Industrial8.0910064.77%47.09%
SOFISoFi Technologies Credit Services21.81682.73%41.62%
WRLDWorld Acceptance Credit Services158.50562.68%40.96%
XPXP  Asset Mgmt16.69442.05%40.84%
TCITranscontinental Realty REIT - 41.62834.63%39.62%
OPFIOppFi  Credit Services10.2517-1.44%38.04%
TREELendingTree  Mortgage53.091007.32%37.01%
CSGPCoStar  Property Mgmt96.83702.36%35.26%
upstUpstart  Credit Services82.83884.56%34.53%
WELLWelltower  REIT168.78951.53%34.52%
NTSTNetSTREIT  REIT Retail18.75702.40%34.39%
JBGSJBG SMITH Property Mgmt20.5663-1.67%33.77%
BKBank of New York Asset Mgmt101.41651.60%33.57%
CCiti  Banks92.08430.27%31.72%
SCHWCharles Schwab Brokerage97.10601.64%31.63%
CIOCity Office REIT - Office6.95830.29%31.36%
For chart view version of above stock list: Chart View ➞
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Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 7.8% and is currently outperforming the overall market by 0.27% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 33
YTD Performance: 7.8%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2025 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
ESSA Bancorp[3208%] Easterly Government[108%] Mr. Cooper[87%]
Heritage Insurance[75%] Root [65%] Industrial Logistics[65%]
Rocket [58%] Diversified Healthcare[50%] ProAssurance [50%]
Uniti [47%] SoFi Technologies[42%] World Acceptance[41%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
Uniti [64.8%] Industrial Logistics[11.4%] LendingTree [7.3%]
eXp World[7.3%] EverQuote [6.9%] Camping World[6.8%]
First Foundation[6.7%] Diamond Hill[5.5%] Mercury General[5.4%]
Cipher Mining[5.3%] AlTi Global[5.1%] Hippo [5.1%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
Interactive Brokers[-63%] GoHealth [-58%] Offerpad [-58%]
SelectQuote [-53%] iShares iBonds[-45%] AFC Gamma[-43%]
First Internet[-39%] LGI Homes[-39%] Ready Capital[-37%]
Eagle Bancorp[-36%] Claros Mortgage[-36%] Ambac [-35%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
Uniti [100] LendingTree [100] Mercury General[100]
Broadstone Net[100] LendingClub [100] TPG RE[100]
CareTrust REIT[100] Stewart Information[100] Healthcare Realty[100]
VICI Properties[100] First American[100] Bankwell [100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
XLFFinancial  51.91330.990.997.8%
IAIBroker-Dealers & Secs 174.97632.342.3421.82%
KBEBank  55.98431.31.31.64%
FASFinancial Bull 3X 161.82332.912.917.48%
FAZFinancial Bear 3X 4.5462-2.78-2.78-27.4%
UYGFinancials  92.87261.721.729%
KIEInsurance  56.42251.271.270.32%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of ESSA Bancorp, Inc.ESSA ESSA Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.33 Millions
Recent Price: 640.00    
Smart Investing & Trading Score: 83
Day Percent Change: 0.79%    
Day Change: 5
Week Change: 0.79%    
Year-to-date Change: 3,207.8%
ESSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESSA to Watchlist:       View:      Get Complete ESSA Trend Analysis ➞

Stock Chart of Easterly Government Properties, Inc.DEA Easterly Government Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 1832.56 Millions
Recent Price: 22.29    
Smart Investing & Trading Score: 56
Day Percent Change: 2.15%    
Day Change: 0.47
Week Change: 2.15%    
Year-to-date Change: 108.5%
DEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEA to Watchlist:       View:      Get Complete DEA Trend Analysis ➞

Stock Chart of Mr. Cooper Group Inc.COOP Mr. Cooper Group Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 648.33 Millions
Recent Price: 179.14    
Smart Investing & Trading Score: 93
Day Percent Change: 2.8%    
Day Change: 4.88
Week Change: 2.8%    
Year-to-date Change: 86.6%
COOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COOP to Watchlist:       View:      Get Complete COOP Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings, Inc.HRTG Heritage Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 303.312 Millions
Recent Price: 21.21    
Smart Investing & Trading Score: 25
Day Percent Change: 0.95%    
Day Change: 0.2
Week Change: 0.95%    
Year-to-date Change: 75.3%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of Root, Inc.ROOT Root, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 35257 Millions
Recent Price: 119.99    
Smart Investing & Trading Score: 42
Day Percent Change: 2.8%    
Day Change: 3.27
Week Change: 2.8%    
Year-to-date Change: 65.3%
ROOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROOT to Watchlist:       View:      Get Complete ROOT Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 988.549 Millions
Recent Price: 5.98    
Smart Investing & Trading Score: 95
Day Percent Change: 11.36%    
Day Change: 0.61
Week Change: 11.36%    
Year-to-date Change: 64.9%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of Rocket Companies, Inc.RKT Rocket Companies, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 41287 Millions
Recent Price: 16.88    
Smart Investing & Trading Score: 100
Day Percent Change: 2.06%    
Day Change: 0.34
Week Change: 2.06%    
Year-to-date Change: 58.4%
RKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RKT to Watchlist:       View:      Get Complete RKT Trend Analysis ➞

Stock Chart of Diversified Healthcare TrustDHC Diversified Healthcare Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 814.114 Millions
Recent Price: 3.41    
Smart Investing & Trading Score: 68
Day Percent Change: 4.28%    
Day Change: 0.14
Week Change: 4.28%    
Year-to-date Change: 49.6%
DHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHC to Watchlist:       View:      Get Complete DHC Trend Analysis ➞

Stock Chart of ProAssurance CorporationPRA ProAssurance Corporation
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1434.6 Millions
Recent Price: 23.80    
Smart Investing & Trading Score: 44
Day Percent Change: 0.59%    
Day Change: 0.14
Week Change: 0.59%    
Year-to-date Change: 49.6%
PRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRA to Watchlist:       View:      Get Complete PRA Trend Analysis ➞

Stock Chart of Uniti Group Inc.UNIT Uniti Group Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1363.09 Millions
Recent Price: 8.09    
Smart Investing & Trading Score: 100
Day Percent Change: 64.77%    
Day Change: 3.18
Week Change: 64.77%    
Year-to-date Change: 47.1%
UNIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNIT to Watchlist:       View:      Get Complete UNIT Trend Analysis ➞

Stock Chart of SoFi Technologies, Inc.SOFI SoFi Technologies, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 7990 Millions
Recent Price: 21.81    
Smart Investing & Trading Score: 68
Day Percent Change: 2.73%    
Day Change: 0.58
Week Change: 2.73%    
Year-to-date Change: 41.6%
SOFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SOFI to Watchlist:       View:      Get Complete SOFI Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 158.50    
Smart Investing & Trading Score: 56
Day Percent Change: 2.68%    
Day Change: 4.14
Week Change: 2.68%    
Year-to-date Change: 41.0%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of XP Inc.XP XP Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 12990.3 Millions
Recent Price: 16.69    
Smart Investing & Trading Score: 44
Day Percent Change: 2.05%    
Day Change: 0.34
Week Change: 2.05%    
Year-to-date Change: 40.8%
XP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XP to Watchlist:       View:      Get Complete XP Trend Analysis ➞

Stock Chart of Transcontinental Realty Investors, Inc.TCI Transcontinental Realty Investors, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 158.653 Millions
Recent Price: 41.62    
Smart Investing & Trading Score: 83
Day Percent Change: 4.63%    
Day Change: 1.84
Week Change: 4.63%    
Year-to-date Change: 39.6%
TCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCI to Watchlist:       View:      Get Complete TCI Trend Analysis ➞

Stock Chart of OppFi Inc.OPFI OppFi Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 226 Millions
Recent Price: 10.25    
Smart Investing & Trading Score: 17
Day Percent Change: -1.44%    
Day Change: -0.15
Week Change: -1.44%    
Year-to-date Change: 38.0%
OPFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPFI to Watchlist:       View:      Get Complete OPFI Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 53.09    
Smart Investing & Trading Score: 100
Day Percent Change: 7.32%    
Day Change: 3.62
Week Change: 7.32%    
Year-to-date Change: 37.0%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 96.83    
Smart Investing & Trading Score: 70
Day Percent Change: 2.36%    
Day Change: 2.23
Week Change: 2.36%    
Year-to-date Change: 35.3%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP Trend Analysis ➞

Stock Chart of Upstart Holdings, Inc.upst Upstart Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2900 Millions
Recent Price: 82.83    
Smart Investing & Trading Score: 88
Day Percent Change: 4.56%    
Day Change: 3.61
Week Change: 4.56%    
Year-to-date Change: 34.5%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of Welltower Inc.WELL Welltower Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 21398.8 Millions
Recent Price: 168.78    
Smart Investing & Trading Score: 95
Day Percent Change: 1.53%    
Day Change: 2.54
Week Change: 1.53%    
Year-to-date Change: 34.5%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of NetSTREIT Corp.NTST NetSTREIT Corp.
Sector: Financials
SubSector: REIT Retail
MarketCap: 51267 Millions
Recent Price: 18.75    
Smart Investing & Trading Score: 70
Day Percent Change: 2.4%    
Day Change: 0.44
Week Change: 2.4%    
Year-to-date Change: 34.4%
NTST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTST to Watchlist:       View:      Get Complete NTST Trend Analysis ➞

Stock Chart of JBG SMITH PropertiesJBGS JBG SMITH Properties
Sector: Financials
SubSector: Property Management
MarketCap: 4335.32 Millions
Recent Price: 20.56    
Smart Investing & Trading Score: 63
Day Percent Change: -1.67%    
Day Change: -0.35
Week Change: -1.67%    
Year-to-date Change: 33.8%
JBGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JBGS to Watchlist:       View:      Get Complete JBGS Trend Analysis ➞

Stock Chart of The Bank of New York Mellon CorporationBK The Bank of New York Mellon Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 29807.5 Millions
Recent Price: 101.41    
Smart Investing & Trading Score: 65
Day Percent Change: 1.6%    
Day Change: 1.6
Week Change: 1.6%    
Year-to-date Change: 33.6%
BK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BK to Watchlist:       View:      Get Complete BK Trend Analysis ➞

Stock Chart of Citigroup Inc.C Citigroup Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 94128 Millions
Recent Price: 92.08    
Smart Investing & Trading Score: 43
Day Percent Change: 0.27%    
Day Change: 0.25
Week Change: 0.27%    
Year-to-date Change: 31.7%
C Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add C to Watchlist:       View:      Get Complete C Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 97.10    
Smart Investing & Trading Score: 60
Day Percent Change: 1.64%    
Day Change: 1.57
Week Change: 1.64%    
Year-to-date Change: 31.6%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of City Office REIT, Inc.CIO City Office REIT, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 478.566 Millions
Recent Price: 6.95    
Smart Investing & Trading Score: 83
Day Percent Change: 0.29%    
Day Change: 0.02
Week Change: 0.29%    
Year-to-date Change: 31.4%
CIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIO to Watchlist:       View:      Get Complete CIO Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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