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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 %
12Stocks.com
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%
ROOTRoot  Insurance Property & Casualty119.99422.80%65.29%
RKTRocket  Mortgage Finance16.881002.06%58.42%
XPXP  Asset Mgmt16.69442.05%40.84%
CSGPCoStar  Property Mgmt96.83832.36%35.26%
WELLWelltower  REIT168.78951.53%34.52%
NTSTNetSTREIT  REIT Retail18.751002.40%34.39%
BKBank of New York Asset Mgmt101.41651.60%33.57%
CCiti  Banks92.08430.27%31.72%
SCHWCharles Schwab Brokerage97.10601.64%31.63%
CBOECboe Global  Investments250.871001.24%28.78%
COINCoinbase Global Financial Data & Stock Exchanges318.17261.11%28.14%
GSGoldman Sachs Brokerage726.03832.32%27.42%
ICEIntercontinental Exchange  Investments188.45952.09%26.82%
BENFranklin Resources Asset Mgmt25.13904.93%25.94%
NDAQNasdaq   Investments96.91901.83%25.77%
NTRSNorthern Trust Asset Mgmt127.65460.46%25.52%
CMECME  Brokerage287.10772.26%24.24%
JPMJPMorgan Chase Banks294.26601.69%24.15%
WPCW. P. REIT - 66.081001.69%23.04%
WRBW. R. Insurance70.48691.78%20.59%
CBRECBRE  Property Mgmt156.03751.36%18.84%
COFCapital One Credit Services210.79361.60%18.56%
NLYAnnaly Capital Mortgage20.911001.95%18.27%
AMTAmerican Tower REIT - 212.98250.41%17.08%
VTRVentas  REIT68.28901.16%16.76%
For chart view version of above stock list: Chart View ➞
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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
Root [65%] Rocket [58%] XP [41%]
CoStar [35%] Welltower [35%] NetSTREIT [34%]
Bank of New York[34%] Citi [32%] Charles Schwab[32%]
Cboe Global[29%] Coinbase Global[28%] Goldman Sachs[27%]
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
Franklin Resources[4.9%] CNA [4%] iShares iBonds[3.6%]
C3.ai [3.4%] Broadstone Net[3%] Root [2.8%]
Loews [2.8%] T. Rowe[2.8%] Blue Owl[2.7%]
Apollo Global[2.7%] Hartford [2.6%] Synchrony [2.6%]
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%] SelectQuote [-53%]
iShares iBonds[-45%] C3.ai [-33%] PayPal [-20%]
Alexandria Real[-20%] Equinix .[-17%] AvalonBay Communities[-16%]
Blue Owl[-16%] Velocity [-15%] Apollo Global[-14%]
.
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
Broadstone Net[100] NetSTREIT [100] Rocket [100]
Annaly Capital[100] W. P.[100] Cboe Global[100]
Intercontinental Exchange[95] Welltower [95] Franklin Resources[90]
Nasdaq [90] Ventas [90] Realty ome[88]
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 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 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 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 CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 96.83    
Smart Investing & Trading Score: 83
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 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: 100
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 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 Cboe Global Markets, Inc.CBOE Cboe Global Markets, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 8834.5 Millions
Recent Price: 250.87    
Smart Investing & Trading Score: 100
Day Percent Change: 1.24%    
Day Change: 3.08
Week Change: 1.24%    
Year-to-date Change: 28.8%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Coinbase Global, Inc.COIN Coinbase Global, Inc.
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 16390 Millions
Recent Price: 318.17    
Smart Investing & Trading Score: 26
Day Percent Change: 1.11%    
Day Change: 3.48
Week Change: 1.11%    
Year-to-date Change: 28.1%
COIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COIN to Watchlist:       View:      Get Complete COIN Trend Analysis ➞

Stock Chart of The Goldman Sachs Group, Inc.GS The Goldman Sachs Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 54579.3 Millions
Recent Price: 726.03    
Smart Investing & Trading Score: 83
Day Percent Change: 2.32%    
Day Change: 16.46
Week Change: 2.32%    
Year-to-date Change: 27.4%
GS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GS to Watchlist:       View:      Get Complete GS Trend Analysis ➞

Stock Chart of Intercontinental Exchange, Inc.ICE Intercontinental Exchange, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 46054.6 Millions
Recent Price: 188.45    
Smart Investing & Trading Score: 95
Day Percent Change: 2.09%    
Day Change: 3.85
Week Change: 2.09%    
Year-to-date Change: 26.8%
ICE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ICE to Watchlist:       View:      Get Complete ICE Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 25.13    
Smart Investing & Trading Score: 90
Day Percent Change: 4.93%    
Day Change: 1.18
Week Change: 4.93%    
Year-to-date Change: 25.9%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of Nasdaq, Inc.NDAQ Nasdaq, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 14885.2 Millions
Recent Price: 96.91    
Smart Investing & Trading Score: 90
Day Percent Change: 1.83%    
Day Change: 1.74
Week Change: 1.83%    
Year-to-date Change: 25.8%
NDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NDAQ to Watchlist:       View:      Get Complete NDAQ Trend Analysis ➞

Stock Chart of Northern Trust CorporationNTRS Northern Trust Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 15316.8 Millions
Recent Price: 127.65    
Smart Investing & Trading Score: 46
Day Percent Change: 0.46%    
Day Change: 0.59
Week Change: 0.46%    
Year-to-date Change: 25.5%
NTRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTRS to Watchlist:       View:      Get Complete NTRS Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 287.10    
Smart Investing & Trading Score: 77
Day Percent Change: 2.26%    
Day Change: 6.34
Week Change: 2.26%    
Year-to-date Change: 24.2%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 294.26    
Smart Investing & Trading Score: 60
Day Percent Change: 1.69%    
Day Change: 4.89
Week Change: 1.69%    
Year-to-date Change: 24.2%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of W. P. Carey Inc.WPC W. P. Carey Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 9560.03 Millions
Recent Price: 66.08    
Smart Investing & Trading Score: 100
Day Percent Change: 1.69%    
Day Change: 1.1
Week Change: 1.69%    
Year-to-date Change: 23.0%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of W. R. Berkley CorporationWRB W. R. Berkley Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9863.82 Millions
Recent Price: 70.48    
Smart Investing & Trading Score: 69
Day Percent Change: 1.78%    
Day Change: 1.23
Week Change: 1.78%    
Year-to-date Change: 20.6%
WRB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRB to Watchlist:       View:      Get Complete WRB Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 156.03    
Smart Investing & Trading Score: 75
Day Percent Change: 1.36%    
Day Change: 2.09
Week Change: 1.36%    
Year-to-date Change: 18.8%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 210.79    
Smart Investing & Trading Score: 36
Day Percent Change: 1.6%    
Day Change: 3.32
Week Change: 1.6%    
Year-to-date Change: 18.6%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 20.91    
Smart Investing & Trading Score: 100
Day Percent Change: 1.95%    
Day Change: 0.4
Week Change: 1.95%    
Year-to-date Change: 18.3%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of American Tower Corporation (REIT)AMT American Tower Corporation (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 92527 Millions
Recent Price: 212.98    
Smart Investing & Trading Score: 25
Day Percent Change: 0.41%    
Day Change: 0.88
Week Change: 0.41%    
Year-to-date Change: 17.1%
AMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMT to Watchlist:       View:      Get Complete AMT Trend Analysis ➞

Stock Chart of Ventas, Inc.VTR Ventas, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 11180.4 Millions
Recent Price: 68.28    
Smart Investing & Trading Score: 90
Day Percent Change: 1.16%    
Day Change: 0.78
Week Change: 1.16%    
Year-to-date Change: 16.8%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125
Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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