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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 15, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 80 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and an improvement of trend continues.

 Year To Date Performance: 9.94 %
 Weekly Performance: 1.56 %
 Daily Performance: 26.65 %
12Stocks.com
Financial Sector Trend
80 / 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%
SYBTStock Yards Regional Banks77.177023.55%8.70%
SYBTStock Yards Regional Banks75.777023.55%8.70%
VBTXVeritex  Regional - Southwest Banks32.29906.91%21.79%
VBTXVeritex  Regional - Southwest Banks32.41906.91%21.79%
JPCNuveen Preferred Closed-End Fund - Debt8.10600.97%9.35%
UVEUniversal Insurance Insurance24.56602.91%19.04%
UVEUniversal Insurance Insurance24.36602.91%19.04%
GAMGeneral American Closed-End Fund - Equity58.85800.54%15.68%
GOFGuggenheim Strategic Closed-End Fund - Debt15.06700.62%7.40%
RPTRPT Realty REIT - Retail2.69500.00%-5.68%
RPTRPT Realty REIT - Retail2.64500.00%-5.68%
CTBICommunity Trust Regional Banks56.567026.70%8.63%
CTBICommunity Trust Regional Banks56.227026.70%8.63%
ATLCPAtlanticus  Credit Services23.19600.84%5.39%
TRTXTPG RE Mortgage9.06901.81%14.63%
VRTSVirtus  Asset Mgmt197.86905.29%-6.94%
VRTSVirtus  Asset Mgmt198.40905.29%-6.94%
EOSEaton Vance Closed-End Fund - Equity24.18501.26%6.11%
EMDWestern Asset Closed-End Fund - Debt10.30900.20%15.08%
NKXNuveen California Asset Mgmt12.041000.68%-0.49%
NKXNuveen California Asset Mgmt12.071000.68%-0.49%
NMFCNew Mountain Asset Mgmt10.51300.90%-0.91%
NMFCNew Mountain Asset Mgmt10.36300.90%-0.91%
AODAberdeen Total Closed-End Fund - Foreign9.14800.23%17.75%
ECCCEagle Point Closed-End Fund - Debt23.0710-0.15%5.03%
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 9.94% and is currently underperforming the overall market by -0.39% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 80
YTD Performance: 9.94%
**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[2924%]
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
AdvisorShares Pure[57.9%]
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
PHH [-90%] PHH [-90%] SunTrust Banks[-90%]
SunTrust Banks[-90%] CIM Commercial[-87%] CIM Commercial[-87%]
Fangdd Network[-82%] Office Properties[-75%] Signature Bank[-64%]
Signature Bank[-64%] eHealth [-62%] eHealth [-62%]
.
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
LendingTree [100] LendingTree [100] Newmark [100]
Jefferies [100] Axos [100] Nomura [100]
Nomura [100] Stewart Information[100] Stewart Information[100]
Lloyds Banking[100] Lloyds Banking[100] Investors Title[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  52.768026.651.569.94%
XLFFinancial  53.018026.651.569.94%
IAIBroker-Dealers & Secs 175.936031.391.4222.78%
IAIBroker-Dealers & Secs 176.406031.391.4222.78%
IYFFinancials  123.52801.361.712.44%
IYFFinancials  123.96801.361.712.44%
IYGFinancial Services  87.47801.271.6613.03%
IYGFinancial Services  88.01801.271.6613.03%
KRERegional Banking  62.649019.255.515.21%
KRERegional Banking  62.609019.255.515.21%
IXGGlobal Financials  114.711001.392.120.28%
VFHFinancials  129.18801.291.8710.29%
VFHFinancials  129.73801.291.8710.29%
KBEBank  58.869028.035.097.6%
KBEBank  58.859028.035.097.6%
FASFinancial Bull 3X 169.37803.144.4512.86%
FASFinancial Bull 3X 171.85803.144.4512.86%
FAZFinancial Bear 3X 4.3430-2.91-4.19-30.05%
FAZFinancial Bear 3X 4.2630-2.91-4.19-30.05%
UYGFinancials  95.80801.93.0112.59%
UYGFinancials  96.75801.93.0112.59%
IATRegional Banks  51.44803.214.33.58%
IATRegional Banks  51.65803.214.33.58%
KIEInsurance  58.76701.072.84.78%
KIEInsurance  58.50701.072.84.78%
PSCFSmallCap Financials  56.7510017.964.694.65%
EUFNEurope Financials  34.2210023.343.750.74%
EUFNEurope Financials  34.4510023.343.750.74%
PGFFinancial Preferred  14.481000.360.913.17%
PGFFinancial Preferred  14.411000.360.913.17%
 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 Stock Yards Bancorp, Inc.SYBT Stock Yards Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 629.235 Millions
Recent Price: 77.17    
Smart Investing & Trading Score: 70
Day Percent Change: 23.55%    
Day Change: 11.49
Week Change: 4.62%    
Year-to-date Change: 8.7%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of Stock Yards Bancorp, Inc.SYBT Stock Yards Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 629.235 Millions
Recent Price: 75.77    
Smart Investing & Trading Score: 70
Day Percent Change: 23.55%    
Day Change: 11.49
Week Change: 4.62%    
Year-to-date Change: 8.7%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of Veritex Holdings, Inc.VBTX Veritex Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 625.165 Millions
Recent Price: 32.29    
Smart Investing & Trading Score: 90
Day Percent Change: 6.91%    
Day Change: 1.58
Week Change: 5.08%    
Year-to-date Change: 21.8%
VBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBTX to Watchlist:       View:      Get Complete VBTX Trend Analysis ➞

Stock Chart of Veritex Holdings, Inc.VBTX Veritex Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 625.165 Millions
Recent Price: 32.41    
Smart Investing & Trading Score: 90
Day Percent Change: 6.91%    
Day Change: 1.58
Week Change: 5.08%    
Year-to-date Change: 21.8%
VBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBTX to Watchlist:       View:      Get Complete VBTX Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 8.10    
Smart Investing & Trading Score: 60
Day Percent Change: 0.97%    
Day Change: 0.08
Week Change: 0.25%    
Year-to-date Change: 9.4%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Universal Insurance Holdings, Inc.UVE Universal Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 616.212 Millions
Recent Price: 24.56    
Smart Investing & Trading Score: 60
Day Percent Change: 2.91%    
Day Change: 0.59
Week Change: 4.42%    
Year-to-date Change: 19.0%
UVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVE to Watchlist:       View:      Get Complete UVE Trend Analysis ➞

Stock Chart of Universal Insurance Holdings, Inc.UVE Universal Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 616.212 Millions
Recent Price: 24.36    
Smart Investing & Trading Score: 60
Day Percent Change: 2.91%    
Day Change: 0.59
Week Change: 4.42%    
Year-to-date Change: 19.0%
UVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVE to Watchlist:       View:      Get Complete UVE Trend Analysis ➞

Stock Chart of General American Investors Company, Inc.GAM General American Investors Company, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.747 Millions
Recent Price: 58.85    
Smart Investing & Trading Score: 80
Day Percent Change: 0.54%    
Day Change: 0.28
Week Change: 2.72%    
Year-to-date Change: 15.7%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM Trend Analysis ➞

Stock Chart of Guggenheim Strategic Opportunities FundGOF Guggenheim Strategic Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 609.107 Millions
Recent Price: 15.06    
Smart Investing & Trading Score: 70
Day Percent Change: 0.62%    
Day Change: 0.1
Week Change: 0.6%    
Year-to-date Change: 7.4%
GOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOF to Watchlist:       View:      Get Complete GOF Trend Analysis ➞

Stock Chart of RPT RealtyRPT RPT Realty
Sector: Financials
SubSector: REIT - Retail
MarketCap: 608.914 Millions
Recent Price: 2.69    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: 0
Week Change: 1.89%    
Year-to-date Change: -5.7%
RPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPT to Watchlist:       View:      Get Complete RPT Trend Analysis ➞

Stock Chart of RPT RealtyRPT RPT Realty
Sector: Financials
SubSector: REIT - Retail
MarketCap: 608.914 Millions
Recent Price: 2.64    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: 0
Week Change: 1.89%    
Year-to-date Change: -5.7%
RPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPT to Watchlist:       View:      Get Complete RPT Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 56.56    
Smart Investing & Trading Score: 70
Day Percent Change: 26.7%    
Day Change: 10.57
Week Change: 6.72%    
Year-to-date Change: 8.6%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 56.22    
Smart Investing & Trading Score: 70
Day Percent Change: 26.7%    
Day Change: 10.57
Week Change: 6.72%    
Year-to-date Change: 8.6%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 23.19    
Smart Investing & Trading Score: 60
Day Percent Change: 0.84%    
Day Change: 0.19
Week Change: 0%    
Year-to-date Change: 5.4%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of TPG RE Finance Trust, Inc.TRTX TPG RE Finance Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 607.739 Millions
Recent Price: 9.06    
Smart Investing & Trading Score: 90
Day Percent Change: 1.81%    
Day Change: 0.15
Week Change: 3.96%    
Year-to-date Change: 14.6%
TRTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRTX to Watchlist:       View:      Get Complete TRTX Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 197.86    
Smart Investing & Trading Score: 90
Day Percent Change: 5.29%    
Day Change: 10.89
Week Change: 3.89%    
Year-to-date Change: -6.9%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 198.40    
Smart Investing & Trading Score: 90
Day Percent Change: 5.29%    
Day Change: 10.89
Week Change: 3.89%    
Year-to-date Change: -6.9%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income Fund IIEOS Eaton Vance Enhanced Equity Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 595.947 Millions
Recent Price: 24.18    
Smart Investing & Trading Score: 50
Day Percent Change: 1.26%    
Day Change: 0.27
Week Change: 1.04%    
Year-to-date Change: 6.1%
EOS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOS to Watchlist:       View:      Get Complete EOS Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 90
Day Percent Change: 0.2%    
Day Change: 0.02
Week Change: 1.97%    
Year-to-date Change: 15.1%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of Nuveen California AMT-Free Quality Municipal Income FundNKX Nuveen California AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.04    
Smart Investing & Trading Score: 100
Day Percent Change: 0.68%    
Day Change: 0.09
Week Change: 2.21%    
Year-to-date Change: -0.5%
NKX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKX to Watchlist:       View:      Get Complete NKX Trend Analysis ➞

Stock Chart of Nuveen California AMT-Free Quality Municipal Income FundNKX Nuveen California AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.07    
Smart Investing & Trading Score: 100
Day Percent Change: 0.68%    
Day Change: 0.09
Week Change: 2.21%    
Year-to-date Change: -0.5%
NKX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKX to Watchlist:       View:      Get Complete NKX Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 30
Day Percent Change: 0.9%    
Day Change: 0.11
Week Change: 4.58%    
Year-to-date Change: -0.9%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 10.36    
Smart Investing & Trading Score: 30
Day Percent Change: 0.9%    
Day Change: 0.11
Week Change: 4.58%    
Year-to-date Change: -0.9%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of Aberdeen Total Dynamic Dividend FundAOD Aberdeen Total Dynamic Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 592.547 Millions
Recent Price: 9.14    
Smart Investing & Trading Score: 80
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 2.81%    
Year-to-date Change: 17.8%
AOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOD to Watchlist:       View:      Get Complete AOD Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 23.07    
Smart Investing & Trading Score: 10
Day Percent Change: -0.15%    
Day Change: -0.04
Week Change: -1.95%    
Year-to-date Change: 5.0%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

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