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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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
NEANuveen AMT-Free Closed-End Fund - Debt11.2760-0.44%-0.88%
PFLPimco ome Closed-End Fund - Debt8.4830-0.06%-0.88%
IIFMorgan Stanley Closed-End Fund - Foreign27.0430-0.79%-0.88%
ACTEnact  Insurance - Specialty38.34501.59%-0.90%
AMSFAmerisafe  Insurance - Specialty44.71501.45%-0.91%
NRONeuberger Berman Closed-End Fund - Equity3.27300.31%-0.91%
HTBIHomeTrust Bancshares Regional Banks36.550-1.75%-0.92%
WELLWelltower  REIT166.53400.37%-0.93%
NNNNNN REIT REIT - Retail42.2810-0.68%-0.94%
SKTTanger  REIT - Retail33.8160-0.44%-0.94%
MACMacerich Co REIT - Retail17.75300.57%-0.95%
CPSSConsumer Portfolio Credit Services8.24402.23%-0.96%
BBNBlackRock Taxable Closed-End Fund - Debt16.4650-0.42%-0.96%
DBLDoubleLine Opportunistic Closed-End Fund - Debt15.4820-0.32%-0.96%
MBINMMerchants Bancorp Banks - Regional24.9036-0.67%-0.96%
FCPTFour Corners REIT - Retail25.45300.16%-0.97%
AXAxos  Banks - Regional90.94703.81%-0.98%
BCXBlackRock Resources Closed-End Fund - Equity10.04400.20%-0.99%
PHKPimco High Closed-End Fund - Debt4.94600.41%-1.00%
LAMRLamar Advertising REIT - Specialty125.3230-1.01%-1.01%
LGILazard Global Closed-End Fund - Foreign17.61700.51%-1.01%
KCLIKansas City Life Insurance35.75901.42%-1.02%
NECBNorthEast Community Banks - Regional21.28202.31%-1.02%
CBTXCBTX  Regional Banks29.1500.10%-1.02%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity12.4320-0.08%-1.04%
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 AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 3321.81 Millions
Recent Price: 11.27    
Smart Investing & Trading Score: 60
Day Percent Change: -0.441696%    
Day Change: -0.01
Week Change: -0.879507%    
Year-to-date Change: 3.8%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of Pimco Income Strategy FundPFL Pimco Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 383.47 Millions
Recent Price: 8.48    
Smart Investing & Trading Score: 30
Day Percent Change: -0.0588928%    
Day Change: -0.02
Week Change: -0.876168%    
Year-to-date Change: 8.3%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund IncIIF Morgan Stanley India Investment Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 255 Millions
Recent Price: 27.04    
Smart Investing & Trading Score: 30
Day Percent Change: -0.788846%    
Day Change: -0.17
Week Change: -0.879765%    
Year-to-date Change: 6.1%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of Enact Holdings IncACT Enact Holdings Inc
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 5689.29 Millions
Recent Price: 38.34    
Smart Investing & Trading Score: 50
Day Percent Change: 1.58983%    
Day Change: -0.18
Week Change: -0.904626%    
Year-to-date Change: 20.0%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of Amerisafe IncAMSF Amerisafe Inc
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 871.1 Millions
Recent Price: 44.71    
Smart Investing & Trading Score: 50
Day Percent Change: 1.45224%    
Day Change: 0.25
Week Change: -0.908688%    
Year-to-date Change: -11.3%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund IncNRO Neuberger Berman Real Estate Securities Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 207.83 Millions
Recent Price: 3.27    
Smart Investing & Trading Score: 30
Day Percent Change: 0.306748%    
Day Change: -0.01
Week Change: -0.909091%    
Year-to-date Change: 3.9%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of HomeTrust Bancshares, Inc.HTBI HomeTrust Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 238.899 Millions
Recent Price: 36.55    
Smart Investing & Trading Score: 0
Day Percent Change: -1.74731%    
Day Change: -9999
Week Change: -0.921659%    
Year-to-date Change: 10.6%
HTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBI to Watchlist:       View:      Get Complete HTBI Trend Analysis ➞

Stock Chart of Welltower IncWELL Welltower Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 112094 Millions
Recent Price: 166.53    
Smart Investing & Trading Score: 40
Day Percent Change: 0.373697%    
Day Change: 1.24
Week Change: -0.928074%    
Year-to-date Change: 35.3%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of NNN REIT IncNNN NNN REIT Inc
Sector: Financials
SubSector: REIT - Retail
MarketCap: 8183.69 Millions
Recent Price: 42.28    
Smart Investing & Trading Score: 10
Day Percent Change: -0.681231%    
Day Change: -0.19
Week Change: -0.937207%    
Year-to-date Change: 10.1%
NNN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNN to Watchlist:       View:      Get Complete NNN Trend Analysis ➞

Stock Chart of Tanger IncSKT Tanger Inc
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3936.19 Millions
Recent Price: 33.81    
Smart Investing & Trading Score: 60
Day Percent Change: -0.441696%    
Day Change: -0.24
Week Change: -0.937592%    
Year-to-date Change: 2.2%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of Macerich CoMAC Macerich Co
Sector: Financials
SubSector: REIT - Retail
MarketCap: 4943.11 Millions
Recent Price: 17.75    
Smart Investing & Trading Score: 30
Day Percent Change: 0.566572%    
Day Change: -0.12
Week Change: -0.948661%    
Year-to-date Change: -10.5%
MAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAC to Watchlist:       View:      Get Complete MAC Trend Analysis ➞

Stock Chart of Consumer Portfolio Service, IncCPSS Consumer Portfolio Service, Inc
Sector: Financials
SubSector: Credit Services
MarketCap: 172.02 Millions
Recent Price: 8.24    
Smart Investing & Trading Score: 40
Day Percent Change: 2.23325%    
Day Change: -0.12
Week Change: -0.961538%    
Year-to-date Change: -22.6%
CPSS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPSS to Watchlist:       View:      Get Complete CPSS Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1022.67 Millions
Recent Price: 16.46    
Smart Investing & Trading Score: 50
Day Percent Change: -0.423472%    
Day Change: -0.07
Week Change: -0.962696%    
Year-to-date Change: 6.4%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 295.22 Millions
Recent Price: 15.48    
Smart Investing & Trading Score: 20
Day Percent Change: -0.321957%    
Day Change: 0.09
Week Change: -0.959693%    
Year-to-date Change: 4.9%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 24.90    
Smart Investing & Trading Score: 36
Day Percent Change: -0.67%    
Day Change: -0.17
Week Change: -0.96%    
Year-to-date Change: 1.9%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of Four Corners Property Trust IncFCPT Four Corners Property Trust Inc
Sector: Financials
SubSector: REIT - Retail
MarketCap: 2727.56 Millions
Recent Price: 25.45    
Smart Investing & Trading Score: 30
Day Percent Change: 0.157418%    
Day Change: -0.13
Week Change: -0.972763%    
Year-to-date Change: -2.6%
FCPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCPT to Watchlist:       View:      Get Complete FCPT Trend Analysis ➞

Stock Chart of Axos Financial IncAX Axos Financial Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5127.81 Millions
Recent Price: 90.94    
Smart Investing & Trading Score: 70
Day Percent Change: 3.81279%    
Day Change: -0.77
Week Change: -0.979965%    
Year-to-date Change: 32.1%
AX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AX to Watchlist:       View:      Get Complete AX Trend Analysis ➞

Stock Chart of BlackRock Resources & Commodities Strategy TrustBCX BlackRock Resources & Commodities Strategy Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 784.27 Millions
Recent Price: 10.04    
Smart Investing & Trading Score: 40
Day Percent Change: 0.199601%    
Day Change: 0.07
Week Change: -0.986193%    
Year-to-date Change: 21.9%
BCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCX to Watchlist:       View:      Get Complete BCX Trend Analysis ➞

Stock Chart of Pimco High Income FundPHK Pimco High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 856.6 Millions
Recent Price: 4.94    
Smart Investing & Trading Score: 60
Day Percent Change: 0.406504%    
Day Change: 0
Week Change: -1.002%    
Year-to-date Change: 9.2%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of Lamar Advertising CoLAMR Lamar Advertising Co
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 12956 Millions
Recent Price: 125.32    
Smart Investing & Trading Score: 30
Day Percent Change: -1.01497%    
Day Change: -1.28
Week Change: -1.01106%    
Year-to-date Change: 6.4%
LAMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAMR to Watchlist:       View:      Get Complete LAMR Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund IncLGI Lazard Global Total Return and Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 230.33 Millions
Recent Price: 17.61    
Smart Investing & Trading Score: 70
Day Percent Change: 0.513699%    
Day Change: -0.07
Week Change: -1.0118%    
Year-to-date Change: 18.6%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

Stock Chart of Kansas City Life Insurance CompanyKCLI Kansas City Life Insurance Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 495.24 Millions
Recent Price: 35.75    
Smart Investing & Trading Score: 90
Day Percent Change: 1.41844%    
Day Change: -9999
Week Change: -1.02436%    
Year-to-date Change: 1.3%
KCLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCLI to Watchlist:       View:      Get Complete KCLI Trend Analysis ➞

Stock Chart of NorthEast Community Bancorp IncNECB NorthEast Community Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 311.09 Millions
Recent Price: 21.28    
Smart Investing & Trading Score: 20
Day Percent Change: 2.30769%    
Day Change: -0.28
Week Change: -1.02326%    
Year-to-date Change: -9.8%
NECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NECB to Watchlist:       View:      Get Complete NECB Trend Analysis ➞

Stock Chart of CBTX, Inc.CBTX CBTX, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 421.235 Millions
Recent Price: 29.15    
Smart Investing & Trading Score: 0
Day Percent Change: 0.103022%    
Day Change: -9999
Week Change: -1.01868%    
Year-to-date Change: 0.0%
CBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBTX to Watchlist:       View:      Get Complete CBTX Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund IncDPG Duff & Phelps Utility and Infrastructure Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 460.84 Millions
Recent Price: 12.43    
Smart Investing & Trading Score: 20
Day Percent Change: -0.0803858%    
Day Change: -0.02
Week Change: -1.03503%    
Year-to-date Change: 10.9%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG Trend Analysis ➞

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