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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
April 29, 2025 - Although long term trends for Financial sector are not good, the short and mid term trends are improving.

The overall Smart Investing & Trading Score is 57 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 42 and hence an improvement of trend.

 Year To Date Performance: 0.03 %
 Weekly Performance: 0.31 %
 Daily Performance: 26.65 %
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Financial Sector Trend
57 / 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 PriceTrend ScoreChange %YTD Change%
MSMorgan Stanley Brokerage115.83621.42%-7.25%
MAMastercard  Credit Services534.4962-0.38%1.82%
RNRRenaissanceRe  Insurance237.896137.40%-4.23%
PRAProAssurance  Insurance23.12612.28%45.32%
CBOECboe Global  Investments212.1961-0.15%8.92%
SSBKSouthern States Banks - Regional33.42607.53%0.61%
FAFFirst American Insurance61.17603.34%-1.20%
PXP10  Asset Mgmt11.25603.34%-10.54%
XPXP  Asset Mgmt16.21602.03%36.79%
EIGEmployers  Insurance48.68601.59%-4.41%
EFCEllington  Mortgage13.11601.33%11.47%
SCHWCharles Schwab Brokerage80.18600.37%8.70%
PAGSPagSeguro Digital Credit Services9.90600.21%58.15%
HBCPHome Bancorp S&L49.46596.84%7.59%
ARESAres Management Asset Mgmt153.385946.71%-12.68%
BPOPPopular  Foreign Banks96.10592.48%2.97%
GSGoldman Sachs Brokerage546.40592.48%-4.11%
CBUCommunity Bank Regional Banks55.655914.55%-9.03%
PDLBPDL Community REIT - Retail12.81591.64%-1.46%
TFSLTFS  Regional Banks12.9959-9.54%5.77%
WPCW. P. REIT - 60.76592.37%13.13%
CSGPCoStar  Property Mgmt81.74592.30%14.18%
IRTIndependence Realty REIT19.565822.25%-0.65%
NNNNational Retail REIT - 41.125816.84%2.15%
CMAComerica  Banks53.84578.56%-11.85%
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 0.03% and is currently outperforming the overall market by 6.18% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 57
YTD Performance: 0.03%
**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 [109%] Easterly Government[96%] PagSeguro Digital[58%]
Heritage Insurance[56%] ProAssurance [45%] Palomar [41%]
Medical Properties[41%] XP [37%] LendingTree [34%]
FirstCash [28%] CoreSite Realty[28%] OppFi [28%]
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
Angel Oak[10.6%] Civista Bancshares[5.8%] Granite Point[4.9%]
NexPoint Real[4.2%] Timberland Bancorp[4.2%] First [4%]
Trupanion [3.8%] LCNB [3.7%] 1st Source[3.7%]
USCB [3.4%] Ready Capital[3.4%] Navient [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
Offerpad [-64%] Orion Office[-53%] Claros Mortgage[-46%]
First Internet[-44%] Summit Hotel[-40%] Jefferies [-40%]
Granite Point[-37%] Ambac [-37%] B. Riley[-35%]
C3.ai [-34%] Camping World[-34%] Cipher Mining[-34%]
.
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
Root [100] Blackstone Mortgage[93] Travelers [93]
FirstCash [93] AXIS Capital[93] Donegal [93]
Unum [93] Intercontinental Exchange[90] Banco Latinoamericano[90]
Bankwell [90] Bank of N.T. Butterfield & Son[90] CoreCivic [90]
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  48.175726.650.310.03%
IAIBroker-Dealers & Secs 138.775731.39-0.08-3.38%
KBEBank  50.575728.030.54-8.18%
FASFinancial Bull 3X 134.59573.140.93-10.6%
FAZFinancial Bear 3X 5.6836-2.91-1.05-9.17%
UYGFinancials  81.77571.900.89-4.03%
KIEInsurance  56.96501.070.731.28%
 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 Morgan StanleyMS Morgan Stanley
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 55876.7 Millions
Recent Price: 115.83    
Smart Investing & Trading Score: 62
Day Percent Change: 1.42%    
Day Change: 1.43
Week Change: -0.16%    
Year-to-date Change: -7.3%
MS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MS to Watchlist:       View:      Get Complete MS Trend Analysis ➞

Stock Chart of Mastercard IncorporatedMA Mastercard Incorporated
Sector: Financials
SubSector: Credit Services
MarketCap: 234809 Millions
Recent Price: 534.49    
Smart Investing & Trading Score: 62
Day Percent Change: -0.38%    
Day Change: -1.79
Week Change: 0.19%    
Year-to-date Change: 1.8%
MA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MA to Watchlist:       View:      Get Complete MA Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 237.89    
Smart Investing & Trading Score: 61
Day Percent Change: 37.40%    
Day Change: 68.59
Week Change: 1.08%    
Year-to-date Change: -4.2%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of ProAssurance CorporationPRA ProAssurance Corporation
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1434.6 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 61
Day Percent Change: 2.28%    
Day Change: 0.31
Week Change: 0.09%    
Year-to-date Change: 45.3%
PRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRA to Watchlist:       View:      Get Complete PRA 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: 212.19    
Smart Investing & Trading Score: 61
Day Percent Change: -0.15%    
Day Change: -0.32
Week Change: -0.66%    
Year-to-date Change: 8.9%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Southern States Bancshares, Inc.SSBK Southern States Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 187 Millions
Recent Price: 33.42    
Smart Investing & Trading Score: 60
Day Percent Change: 7.53%    
Day Change: 2.22
Week Change: 1.64%    
Year-to-date Change: 0.6%
SSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSBK to Watchlist:       View:      Get Complete SSBK Trend Analysis ➞

Stock Chart of First American Financial CorporationFAF First American Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4163.82 Millions
Recent Price: 61.17    
Smart Investing & Trading Score: 60
Day Percent Change: 3.34%    
Day Change: 2.07
Week Change: 0.38%    
Year-to-date Change: -1.2%
FAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAF to Watchlist:       View:      Get Complete FAF Trend Analysis ➞

Stock Chart of P10, Inc.PX P10, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1300 Millions
Recent Price: 11.25    
Smart Investing & Trading Score: 60
Day Percent Change: 3.34%    
Day Change: 0.33
Week Change: 0.36%    
Year-to-date Change: -10.5%
PX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PX to Watchlist:       View:      Get Complete PX Trend Analysis ➞

Stock Chart of XP Inc.XP XP Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 12990.3 Millions
Recent Price: 16.21    
Smart Investing & Trading Score: 60
Day Percent Change: 2.03%    
Day Change: 0.39
Week Change: 1.57%    
Year-to-date Change: 36.8%
XP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XP to Watchlist:       View:      Get Complete XP Trend Analysis ➞

Stock Chart of Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 48.68    
Smart Investing & Trading Score: 60
Day Percent Change: 1.59%    
Day Change: 0.74
Week Change: 0.33%    
Year-to-date Change: -4.4%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Ellington Financial Inc.EFC Ellington Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 380.239 Millions
Recent Price: 13.11    
Smart Investing & Trading Score: 60
Day Percent Change: 1.33%    
Day Change: 0.18
Week Change: 1%    
Year-to-date Change: 11.5%
EFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFC to Watchlist:       View:      Get Complete EFC 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: 80.18    
Smart Investing & Trading Score: 60
Day Percent Change: 0.37%    
Day Change: 0.24
Week Change: 0.3%    
Year-to-date Change: 8.7%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of PagSeguro Digital Ltd.PAGS PagSeguro Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 6500.78 Millions
Recent Price: 9.90    
Smart Investing & Trading Score: 60
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 0.2%    
Year-to-date Change: 58.2%
PAGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAGS to Watchlist:       View:      Get Complete PAGS Trend Analysis ➞

Stock Chart of Home Bancorp, Inc.HBCP Home Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 206.83 Millions
Recent Price: 49.46    
Smart Investing & Trading Score: 59
Day Percent Change: 6.84%    
Day Change: 2.81
Week Change: 0.08%    
Year-to-date Change: 7.6%
HBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBCP to Watchlist:       View:      Get Complete HBCP Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 153.38    
Smart Investing & Trading Score: 59
Day Percent Change: 46.71%    
Day Change: 46.80
Week Change: -0.32%    
Year-to-date Change: -12.7%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Popular, Inc.BPOP Popular, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 2671.99 Millions
Recent Price: 96.10    
Smart Investing & Trading Score: 59
Day Percent Change: 2.48%    
Day Change: 2.41
Week Change: 0.17%    
Year-to-date Change: 3.0%
BPOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPOP to Watchlist:       View:      Get Complete BPOP 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: 546.40    
Smart Investing & Trading Score: 59
Day Percent Change: 2.48%    
Day Change: 12.31
Week Change: 0.28%    
Year-to-date Change: -4.1%
GS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GS to Watchlist:       View:      Get Complete GS Trend Analysis ➞

Stock Chart of Community Bank System, Inc.CBU Community Bank System, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 2787.8 Millions
Recent Price: 55.65    
Smart Investing & Trading Score: 59
Day Percent Change: 14.55%    
Day Change: 7.81
Week Change: 0.76%    
Year-to-date Change: -9.0%
CBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBU to Watchlist:       View:      Get Complete CBU Trend Analysis ➞

Stock Chart of PDL Community BancorpPDLB PDL Community Bancorp
Sector: Financials
SubSector: REIT - Retail
MarketCap: 206.114 Millions
Recent Price: 12.81    
Smart Investing & Trading Score: 59
Day Percent Change: 1.64%    
Day Change: 0.18
Week Change: 2.64%    
Year-to-date Change: -1.5%
PDLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDLB to Watchlist:       View:      Get Complete PDLB Trend Analysis ➞

Stock Chart of TFS Financial CorporationTFSL TFS Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 4539.1 Millions
Recent Price: 12.99    
Smart Investing & Trading Score: 59
Day Percent Change: -9.54%    
Day Change: -1.42
Week Change: 0.39%    
Year-to-date Change: 5.8%
TFSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TFSL to Watchlist:       View:      Get Complete TFSL 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: 60.76    
Smart Investing & Trading Score: 59
Day Percent Change: 2.37%    
Day Change: 1.39
Week Change: 0.23%    
Year-to-date Change: 13.1%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 81.74    
Smart Investing & Trading Score: 59
Day Percent Change: 2.30%    
Day Change: 1.73
Week Change: -1.3%    
Year-to-date Change: 14.2%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP Trend Analysis ➞

Stock Chart of Independence Realty Trust, Inc.IRT Independence Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 980.161 Millions
Recent Price: 19.56    
Smart Investing & Trading Score: 58
Day Percent Change: 22.25%    
Day Change: 3.66
Week Change: -0.1%    
Year-to-date Change: -0.7%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of National Retail Properties, Inc.NNN National Retail Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 5459.93 Millions
Recent Price: 41.12    
Smart Investing & Trading Score: 58
Day Percent Change: 16.84%    
Day Change: 6.72
Week Change: 0.66%    
Year-to-date Change: 2.2%
NNN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNN to Watchlist:       View:      Get Complete NNN Trend Analysis ➞

Stock Chart of Comerica IncorporatedCMA Comerica Incorporated
Sector: Financials
SubSector: Money Center Banks
MarketCap: 4449.49 Millions
Recent Price: 53.84    
Smart Investing & Trading Score: 57
Day Percent Change: 8.56%    
Day Change: 4.53
Week Change: 1.37%    
Year-to-date Change: -11.9%
CMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMA to Watchlist:       View:      Get Complete CMA 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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