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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 %Weekly Change%
UNITUniti  REIT - Industrial8.0910064.77%64.77%
TREELendingTree  Mortgage53.091007.32%7.32%
MCYMercury General Insurance71.691005.36%5.36%
SITCSITE Centers REIT - Retail11.13604.70%4.70%
upstUpstart  Credit Services82.83884.56%4.56%
PDMPiedmont Office REIT - Office7.62954.10%4.10%
CMTGClaros Mortgage REIT - Mortgage2.90533.94%3.94%
APAMArtisan Partners Asset Mgmt46.60763.93%3.93%
AMGAffiliated Managers Asset Mgmt214.52953.60%3.60%
PGREParamount  Property Mgmt6.28683.46%3.46%
PAXPatria s Asset Mgmt13.80613.45%3.45%
GSHDGoosehead Insurance Insurance88.65203.42%3.42%
PAGSPagSeguro Digital Credit Services8.01473.35%3.35%
CWKCushman & Wakefield Property Mgmt12.32883.27%3.27%
FBRTFranklin BSP REIT - Mortgage10.82743.24%3.24%
VCTRVictory Capital Asset Mgmt68.93633.19%3.19%
ARESAres Management Asset Mgmt188.55883.13%3.13%
INDBIndependent Bank Regional Banks63.96513.06%3.06%
FIBKFirst Interstate Regional Banks29.28683.06%3.06%
CGCarlyle  Asset Mgmt60.43512.93%2.93%
LNCLoln National Life Insurance37.92952.85%2.85%
CTRECareTrust REIT REIT32.901002.84%2.84%
FCFSFirstCash  Credit Services134.75952.80%2.80%
SOFISoFi Technologies Credit Services21.81682.73%2.73%
KRCKilroy Realty REIT - Office37.54882.71%2.71%
For chart view version of above stock list: Chart View ➞
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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
Easterly Government[108%] ProAssurance [50%] Uniti [47%]
SoFi Technologies[42%] LendingTree [37%] Upstart [35%]
JBG SMITH[34%] CoreSite Realty[31%] FirstCash [30%]
PagSeguro Digital[28%] Peakstone Realty[27%] Paramount [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
Uniti [64.8%] LendingTree [7.3%] Mercury General[5.4%]
SITE Centers[4.7%] Upstart [4.6%] Piedmont Office[4.1%]
Claros Mortgage[3.9%] Artisan Partners[3.9%] Affiliated Managers[3.6%]
Paramount [3.5%] Patria s[3.5%] Goosehead Insurance[3.4%]
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
LGI Homes[-39%] Claros Mortgage[-36%] Empire State[-30%]
Jefferies [-27%] RLJ Lodging[-27%] American Assets[-27%]
SITE Centers[-27%] Pebblebrook Hotel[-27%] Brandywine Realty[-27%]
Americold Realty[-26%] Sunstone Hotel[-25%] Kennedy-Wilson [-25%]
.
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]
CareTrust REIT[100] Healthcare Realty[100] VICI Properties[100]
First American[100] Omega Healthcare[100] Piedmont Office[95]
Affiliated Managers[95] Loln National[95] FirstCash [95]
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 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 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 Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 71.69    
Smart Investing & Trading Score: 100
Day Percent Change: 5.36%    
Day Change: 3.65
Week Change: 5.36%    
Year-to-date Change: 8.5%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of SITE Centers Corp.SITC SITE Centers Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1449.54 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 60
Day Percent Change: 4.7%    
Day Change: 0.5
Week Change: 4.7%    
Year-to-date Change: -27.2%
SITC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SITC to Watchlist:       View:      Get Complete SITC 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 Piedmont Office Realty Trust, Inc.PDM Piedmont Office Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 2097.46 Millions
Recent Price: 7.62    
Smart Investing & Trading Score: 95
Day Percent Change: 4.1%    
Day Change: 0.3
Week Change: 4.1%    
Year-to-date Change: -15.3%
PDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDM to Watchlist:       View:      Get Complete PDM Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 2.90    
Smart Investing & Trading Score: 53
Day Percent Change: 3.94%    
Day Change: 0.11
Week Change: 3.94%    
Year-to-date Change: -35.8%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 46.60    
Smart Investing & Trading Score: 76
Day Percent Change: 3.93%    
Day Change: 1.76
Week Change: 3.93%    
Year-to-date Change: 11.6%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 214.52    
Smart Investing & Trading Score: 95
Day Percent Change: 3.6%    
Day Change: 7.46
Week Change: 3.6%    
Year-to-date Change: 16.0%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of Paramount Group, Inc.PGRE Paramount Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1722.72 Millions
Recent Price: 6.28    
Smart Investing & Trading Score: 68
Day Percent Change: 3.46%    
Day Change: 0.21
Week Change: 3.46%    
Year-to-date Change: 27.1%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.80    
Smart Investing & Trading Score: 61
Day Percent Change: 3.45%    
Day Change: 0.46
Week Change: 3.45%    
Year-to-date Change: 20.2%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

Stock Chart of Goosehead Insurance, IncGSHD Goosehead Insurance, Inc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1863.57 Millions
Recent Price: 88.65    
Smart Investing & Trading Score: 20
Day Percent Change: 3.42%    
Day Change: 2.93
Week Change: 3.42%    
Year-to-date Change: -12.6%
GSHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSHD to Watchlist:       View:      Get Complete GSHD Trend Analysis ➞

Stock Chart of PagSeguro Digital Ltd.PAGS PagSeguro Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 6500.78 Millions
Recent Price: 8.01    
Smart Investing & Trading Score: 47
Day Percent Change: 3.35%    
Day Change: 0.26
Week Change: 3.35%    
Year-to-date Change: 28.0%
PAGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAGS to Watchlist:       View:      Get Complete PAGS Trend Analysis ➞

Stock Chart of Cushman & Wakefield plcCWK Cushman & Wakefield plc
Sector: Financials
SubSector: Property Management
MarketCap: 2651.62 Millions
Recent Price: 12.32    
Smart Investing & Trading Score: 88
Day Percent Change: 3.27%    
Day Change: 0.39
Week Change: 3.27%    
Year-to-date Change: -5.8%
CWK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CWK to Watchlist:       View:      Get Complete CWK Trend Analysis ➞

Stock Chart of Franklin BSP Realty Trust, Inc.FBRT Franklin BSP Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1170 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 74
Day Percent Change: 3.24%    
Day Change: 0.34
Week Change: 3.24%    
Year-to-date Change: -11.3%
FBRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBRT to Watchlist:       View:      Get Complete FBRT Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 68.93    
Smart Investing & Trading Score: 63
Day Percent Change: 3.19%    
Day Change: 2.13
Week Change: 3.19%    
Year-to-date Change: 6.0%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 188.55    
Smart Investing & Trading Score: 88
Day Percent Change: 3.13%    
Day Change: 5.72
Week Change: 3.13%    
Year-to-date Change: 7.3%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Independent Bank Corp.INDB Independent Bank Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2347.09 Millions
Recent Price: 63.96    
Smart Investing & Trading Score: 51
Day Percent Change: 3.06%    
Day Change: 1.9
Week Change: 3.06%    
Year-to-date Change: 0.6%
INDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INDB to Watchlist:       View:      Get Complete INDB Trend Analysis ➞

Stock Chart of First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 29.28    
Smart Investing & Trading Score: 68
Day Percent Change: 3.06%    
Day Change: 0.87
Week Change: 3.06%    
Year-to-date Change: -8.5%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

Stock Chart of The Carlyle Group Inc.CG The Carlyle Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 7269.33 Millions
Recent Price: 60.43    
Smart Investing & Trading Score: 51
Day Percent Change: 2.93%    
Day Change: 1.72
Week Change: 2.93%    
Year-to-date Change: 20.5%
CG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CG to Watchlist:       View:      Get Complete CG Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 37.92    
Smart Investing & Trading Score: 95
Day Percent Change: 2.85%    
Day Change: 1.05
Week Change: 2.85%    
Year-to-date Change: 23.1%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 32.90    
Smart Investing & Trading Score: 100
Day Percent Change: 2.84%    
Day Change: 0.91
Week Change: 2.84%    
Year-to-date Change: 23.1%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE Trend Analysis ➞

Stock Chart of FirstCash, Inc.FCFS FirstCash, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2795.48 Millions
Recent Price: 134.75    
Smart Investing & Trading Score: 95
Day Percent Change: 2.8%    
Day Change: 3.67
Week Change: 2.8%    
Year-to-date Change: 30.5%
FCFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCFS to Watchlist:       View:      Get Complete FCFS 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 Kilroy Realty CorporationKRC Kilroy Realty Corporation
Sector: Financials
SubSector: REIT - Office
MarketCap: 6390.46 Millions
Recent Price: 37.54    
Smart Investing & Trading Score: 88
Day Percent Change: 2.71%    
Day Change: 0.99
Week Change: 2.71%    
Year-to-date Change: -5.7%
KRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRC to Watchlist:       View:      Get Complete KRC Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Performance: Year-to-date, Week and Day
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