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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
September 19, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.0735 %
 Weekly Performance: 1.82468 %
 Daily Performance: 0.0924556 %
12Stocks.com
Financial Sector Trend
90 / 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%
JDDNuveen Diversified Closed-End Fund - Equity4.32400.00%0.00%
AFTApollo Senior Asset Mgmt14.86400.00%0.00%
EVBNEvans Bancorp Regional Banks39.53400.00%-5.84%
ROICRetail Opportunity REIT - Retail17.49400.00%0.75%
BAFBlackRock Municipal Closed-End Fund - Debt26.94400.00%0.00%
GNTGAMCO Natural Closed-End Fund - Equity6.89400.00%34.41%
IHITInvesco High Asset Mgmt6.92400.00%0.00%
MBNKPMedallion Bank Banks Regional25.43400.00%6.02%
AOMRAngel Oak REIT - Mortgage9.73400.00%11.48%
ACGLOArch Capital Insurance21.7740-0.05%3.83%
ASGIabrdn Global Closed-End Fund - Equity21.0040-0.10%28.63%
PDOPIMCO Dynamic Closed-End Fund - Debt13.9840-0.14%10.57%
JRINuveen Real Closed-End Fund - Equity13.8340-0.14%22.61%
KYNKayne Anderson Closed-End Fund - Equity12.3140-0.16%-1.08%
FENFirst Trust Asset Mgmt16.0040-0.19%0.00%
IDEVoya Infrastructure Closed-End Fund - Equity12.4340-0.24%30.17%
QQQXNuveen NASDAQ Closed-End Fund - Equity27.0240-0.26%5.19%
AEGAegon  Insurance - 7.6840-0.26%34.20%
GERMETFMG Treatments Exchange Traded Fund19.1640-0.29%0.00%
AHPAshford Hospitality REIT46.9040-0.30%0.00%
IBKCIBERIABANK  Regional Banks22.9140-0.30%0.00%
CIKCredit Suisse Closed-End Fund - Debt2.9740-0.34%8.17%
EXRExtra Space REIT - Industrial142.6940-0.34%-1.29%
JRSNuveen Real Closed-End Fund - Debt8.1340-0.49%-4.24%
NACNuveen California Closed-End Fund - Debt11.3440-0.61%3.93%
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 13.0735% and is currently underperforming the overall market by -0.7866% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 90
YTD Performance: 13.0735%
**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
Oxford Lane[292%] Better Home[250%] Metalpha Technology[213%]
Robinhood Markets[207%] Cipher Mining[146%] Mr. Cooper[134%]
Banco Santander[130%] IHS Holding[118%] Deutsche Bank[115%]
LoanDepot [111%] Banco Bilbao[109%]
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
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
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
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-74%] Grupo Supervielle[-69%]
Banco Macro[-63%] BBVA Argentina[-62%] Grupo Financiero[-60%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-50%]
.
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
Better Home[100] AMREP Corp[100] PIMCO California[100]
Torchmark [100] PIMCO California[100] Triumph Bancorp[100]
StepStone [100] Radian [100] National Bank[100]
PIMCO Municipal[100] MARA [100] PIMCO Municipal[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 %
CHIXChina Financials  10.5720000%
 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 Nuveen Diversified Dividend and Income FundJDD Nuveen Diversified Dividend and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 113.447 Millions
Recent Price: 4.32    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.934579%    
Year-to-date Change: 0.0%
JDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JDD to Watchlist:       View:      Get Complete JDD Trend Analysis ➞

Stock Chart of Apollo Senior Floating Rate Fund Inc.AFT Apollo Senior Floating Rate Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 162.403 Millions
Recent Price: 14.86    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: -0.0672495%    
Year-to-date Change: 0.0%
AFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFT to Watchlist:       View:      Get Complete AFT Trend Analysis ➞

Stock Chart of Evans Bancorp, Inc.EVBN Evans Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 124.899 Millions
Recent Price: 39.53    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 2.1447%    
Year-to-date Change: -5.8%
EVBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVBN to Watchlist:       View:      Get Complete EVBN Trend Analysis ➞

Stock Chart of Retail Opportunity Investments Corp.ROIC Retail Opportunity Investments Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 943.414 Millions
Recent Price: 17.49    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.114482%    
Year-to-date Change: 0.7%
ROIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROIC to Watchlist:       View:      Get Complete ROIC Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Investment Quality TrustBAF BlackRock Municipal Income Investment Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 107.707 Millions
Recent Price: 26.94    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 7.76%    
Year-to-date Change: 0.0%
BAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAF to Watchlist:       View:      Get Complete BAF Trend Analysis ➞

Stock Chart of GAMCO Natural Resources, Gold & Income TrustGNT GAMCO Natural Resources, Gold & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 111.6 Millions
Recent Price: 6.89    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: 0.04
Week Change: -0.863309%    
Year-to-date Change: 34.4%
GNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNT to Watchlist:       View:      Get Complete GNT Trend Analysis ➞

Stock Chart of Invesco High Income 2023 Target Term FundIHIT Invesco High Income 2023 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 189.603 Millions
Recent Price: 6.92    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: -0.216294%    
Year-to-date Change: 0.0%
IHIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IHIT to Watchlist:       View:      Get Complete IHIT Trend Analysis ➞

Stock Chart of Medallion BankMBNKP Medallion Bank
Sector: Financials
SubSector: Banks Regional
MarketCap: 60157 Millions
Recent Price: 25.43    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 6.0%
MBNKP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBNKP to Watchlist:       View:      Get Complete MBNKP Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT IncAOMR Angel Oak Mortgage REIT Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 238.84 Millions
Recent Price: 9.73    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -0.08
Week Change: -0.205128%    
Year-to-date Change: 11.5%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLO Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 7204.57 Millions
Recent Price: 21.77    
Smart Investing & Trading Score: 40
Day Percent Change: -0.0459137%    
Day Change: -0.04
Week Change: -0.457247%    
Year-to-date Change: 3.8%
ACGLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLO to Watchlist:       View:      Get Complete ACGLO Trend Analysis ➞

Stock Chart of abrdn Global Infrastructure Income FundASGI abrdn Global Infrastructure Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 586.12 Millions
Recent Price: 21.00    
Smart Investing & Trading Score: 40
Day Percent Change: -0.0951475%    
Day Change: -0.1
Week Change: 2.89074%    
Year-to-date Change: 28.6%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income Opportunities FundPDO PIMCO Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1782.24 Millions
Recent Price: 13.98    
Smart Investing & Trading Score: 40
Day Percent Change: -0.142857%    
Day Change: 0
Week Change: 0.143266%    
Year-to-date Change: 10.6%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 373.42 Millions
Recent Price: 13.83    
Smart Investing & Trading Score: 40
Day Percent Change: -0.144404%    
Day Change: 0
Week Change: -1.35521%    
Year-to-date Change: 22.6%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of Kayne Anderson Energy Infrastructure Fund IncKYN Kayne Anderson Energy Infrastructure Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2076.87 Millions
Recent Price: 12.31    
Smart Investing & Trading Score: 40
Day Percent Change: -0.162206%    
Day Change: 0.03
Week Change: 1.56766%    
Year-to-date Change: -1.1%
KYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KYN to Watchlist:       View:      Get Complete KYN Trend Analysis ➞

Stock Chart of First Trust Energy Income and Growth FundFEN First Trust Energy Income and Growth Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 178.703 Millions
Recent Price: 16.00    
Smart Investing & Trading Score: 40
Day Percent Change: -0.187149%    
Day Change: -9999
Week Change: -1.32593%    
Year-to-date Change: 0.0%
FEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEN to Watchlist:       View:      Get Complete FEN Trend Analysis ➞

Stock Chart of Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 186.57 Millions
Recent Price: 12.43    
Smart Investing & Trading Score: 40
Day Percent Change: -0.24077%    
Day Change: 0.01
Week Change: 0.322841%    
Year-to-date Change: 30.2%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

Stock Chart of Nuveen NASDAQ 100 Dynamic Overwrite FundQQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1330.04 Millions
Recent Price: 27.02    
Smart Investing & Trading Score: 40
Day Percent Change: -0.258398%    
Day Change: -0.11
Week Change: -1.24269%    
Year-to-date Change: 5.2%
QQQX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQX to Watchlist:       View:      Get Complete QQQX Trend Analysis ➞

Stock Chart of Aegon LtdAEG Aegon Ltd
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 11772.8 Millions
Recent Price: 7.68    
Smart Investing & Trading Score: 40
Day Percent Change: -0.25974%    
Day Change: 0.57
Week Change: 0.392157%    
Year-to-date Change: 34.2%
AEG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEG to Watchlist:       View:      Get Complete AEG Trend Analysis ➞

Stock Chart of ETFMG Treatments, Testing and Advancements ETFGERM ETFMG Treatments, Testing and Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.16    
Smart Investing & Trading Score: 40
Day Percent Change: -0.287307%    
Day Change: -9999
Week Change: -0.00365375%    
Year-to-date Change: 0.0%
GERM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GERM to Watchlist:       View:      Get Complete GERM Trend Analysis ➞

Stock Chart of Ashford Hospitality Prime, Inc.AHP Ashford Hospitality Prime, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 283.84 Millions
Recent Price: 46.90    
Smart Investing & Trading Score: 40
Day Percent Change: -0.297619%    
Day Change: -9999
Week Change: 6.59091%    
Year-to-date Change: 0.0%
AHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHP to Watchlist:       View:      Get Complete AHP Trend Analysis ➞

Stock Chart of IBERIABANK CorporationIBKC IBERIABANK Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1874.75 Millions
Recent Price: 22.91    
Smart Investing & Trading Score: 40
Day Percent Change: -0.304613%    
Day Change: -9999
Week Change: -2.59354%    
Year-to-date Change: 0.0%
IBKC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKC to Watchlist:       View:      Get Complete IBKC Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund IncCIK Credit Suisse Asset Management Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.07 Millions
Recent Price: 2.97    
Smart Investing & Trading Score: 40
Day Percent Change: -0.33557%    
Day Change: -0.01
Week Change: -0.569133%    
Year-to-date Change: 8.2%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Extra Space Storage IncEXR Extra Space Storage Inc
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 32637.5 Millions
Recent Price: 142.69    
Smart Investing & Trading Score: 40
Day Percent Change: -0.342227%    
Day Change: 0.17
Week Change: -1.5931%    
Year-to-date Change: -1.3%
EXR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXR to Watchlist:       View:      Get Complete EXR Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 236.34 Millions
Recent Price: 8.13    
Smart Investing & Trading Score: 40
Day Percent Change: -0.489596%    
Day Change: -0.04
Week Change: 0.618812%    
Year-to-date Change: -4.2%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1646.94 Millions
Recent Price: 11.34    
Smart Investing & Trading Score: 40
Day Percent Change: -0.613497%    
Day Change: 0.01
Week Change: -2.07254%    
Year-to-date Change: 3.9%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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