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Best Financial Stocks

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%
BOEBlackRock Enhanced Closed-End Fund - Foreign11.5430-0.17%12.20%
TBLDThornburg ome Closed-End Fund - Equity19.8930-0.20%27.32%
EADAllspring ome Closed-End Fund - Debt7.0730-0.28%7.68%
TACOBerto Acquisition Shell Companies10.2430-0.29%-0.58%
UMHUMH Properties REIT15.0330-0.33%-18.43%
RYANRyan Specialty Insurance - Specialty53.1230-0.52%-14.72%
GSHDGoosehead Insurance Insurance80.3630-0.53%-19.29%
NUSINationwide Risk Exchange Traded Fund53.2330-0.58%105.53%
FGF&G Annuities Insurance - Life33.6030-0.62%-17.31%
IFNIndia Fund Closed-End Fund - Equity15.0330-0.73%-1.08%
GBABGuggenheim Taxbl Closed-End Fund - Debt15.3930-0.77%6.77%
IIFMorgan Stanley Closed-End Fund - Foreign27.0430-0.79%6.08%
IAFabrdn Australia Closed-End Fund - Equity4.5930-0.86%14.98%
LAMRLamar Advertising REIT - Specialty125.3230-1.01%6.41%
CUBECubeSmart  REIT - Industrial40.7930-1.04%0.49%
CBOECboe Global Financial Data & Stock Exchanges234.4330-1.07%20.03%
MFAMFA  REIT - Mortgage9.7330-1.32%2.39%
ESBAEmpire State REIT - Office7.4130-1.33%-24.44%
TIGRUP Fintech Capital Markets10.9030-1.36%63.17%
FUNDSprott Focus Closed-End Fund - Equity8.2130-1.44%15.80%
BHFBrighthouse  Insurance - Life45.2630-1.50%-5.69%
WDHWaterdrop  Insurance - 1.8630-2.11%61.00%
TGEGeneration Essentials Asset Mgmt2.5630-7.25%-74.37%
SWINSolowin  Capital Markets2.6330-8.36%31.83%
IBCPIndependent Bank Banks - Regional31.97202.50%-4.70%
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 BlackRock Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 658.08 Millions
Recent Price: 11.54    
Smart Investing & Trading Score: 30
Day Percent Change: -0.17301%    
Day Change: -0.02
Week Change: -1.36752%    
Year-to-date Change: 12.2%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 641.64 Millions
Recent Price: 19.89    
Smart Investing & Trading Score: 30
Day Percent Change: -0.195695%    
Day Change: -0.16
Week Change: -0.400601%    
Year-to-date Change: 27.3%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of Allspring Income Opportunities FundEAD Allspring Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 421.33 Millions
Recent Price: 7.07    
Smart Investing & Trading Score: 30
Day Percent Change: -0.282087%    
Day Change: -0.01
Week Change: -0.841515%    
Year-to-date Change: 7.7%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD Trend Analysis ➞

Stock Chart of Berto Acquisition CorpTACO Berto Acquisition Corp
Sector: Financials
SubSector: Shell Companies
MarketCap: 386.83 Millions
Recent Price: 10.24    
Smart Investing & Trading Score: 30
Day Percent Change: -0.292113%    
Day Change: 0.01
Week Change: -0.292113%    
Year-to-date Change: -0.6%
TACO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TACO to Watchlist:       View:      Get Complete TACO Trend Analysis ➞

Stock Chart of UMH Properties IncUMH UMH Properties Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 1294.32 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 30
Day Percent Change: -0.331565%    
Day Change: 0.05
Week Change: -0.13289%    
Year-to-date Change: -18.4%
UMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMH to Watchlist:       View:      Get Complete UMH Trend Analysis ➞

Stock Chart of Ryan Specialty Holdings IncRYAN Ryan Specialty Holdings Inc
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 14342.8 Millions
Recent Price: 53.12    
Smart Investing & Trading Score: 30
Day Percent Change: -0.524345%    
Day Change: -0.26
Week Change: 4.19772%    
Year-to-date Change: -14.7%
RYAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RYAN to Watchlist:       View:      Get Complete RYAN Trend Analysis ➞

Stock Chart of Goosehead Insurance IncGSHD Goosehead Insurance Inc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 3124.45 Millions
Recent Price: 80.36    
Smart Investing & Trading Score: 30
Day Percent Change: -0.532244%    
Day Change: -1.93
Week Change: 1.15811%    
Year-to-date Change: -19.3%
GSHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSHD to Watchlist:       View:      Get Complete GSHD Trend Analysis ➞

Stock Chart of Nationwide Risk Managed Income ETFNUSI Nationwide Risk Managed Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 53.23    
Smart Investing & Trading Score: 30
Day Percent Change: -0.58325%    
Day Change: -9999
Week Change: 0.638057%    
Year-to-date Change: 105.5%
NUSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUSI to Watchlist:       View:      Get Complete NUSI Trend Analysis ➞

Stock Chart of F&G Annuities & Life IncFG F&G Annuities & Life Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 4645.38 Millions
Recent Price: 33.60    
Smart Investing & Trading Score: 30
Day Percent Change: -0.621118%    
Day Change: 0.16
Week Change: -2.0979%    
Year-to-date Change: -17.3%
FG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FG to Watchlist:       View:      Get Complete FG Trend Analysis ➞

Stock Chart of India Fund IncIFN India Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 597.66 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 30
Day Percent Change: -0.726552%    
Day Change: -0.5
Week Change: -0.792079%    
Year-to-date Change: -1.1%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf IntGBAB Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 422.41 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 30
Day Percent Change: -0.773694%    
Day Change: 0.09
Week Change: -2.43439%    
Year-to-date Change: 6.8%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB 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 abrdn Australia Equity Fund IncIAF abrdn Australia Equity Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 125.7 Millions
Recent Price: 4.59    
Smart Investing & Trading Score: 30
Day Percent Change: -0.863931%    
Day Change: 0.04
Week Change: -0.217391%    
Year-to-date Change: 15.0%
IAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IAF to Watchlist:       View:      Get Complete IAF 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 CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 9564.24 Millions
Recent Price: 40.79    
Smart Investing & Trading Score: 30
Day Percent Change: -1.04318%    
Day Change: -0.44
Week Change: 0.171906%    
Year-to-date Change: 0.5%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of Cboe Global Markets IncCBOE Cboe Global Markets Inc
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 24325.6 Millions
Recent Price: 234.43    
Smart Investing & Trading Score: 30
Day Percent Change: -1.06769%    
Day Change: -3.15
Week Change: -0.0341137%    
Year-to-date Change: 20.0%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of MFA Financial IncMFA MFA Financial Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1067.75 Millions
Recent Price: 9.73    
Smart Investing & Trading Score: 30
Day Percent Change: -1.31846%    
Day Change: -0.18
Week Change: -4.51423%    
Year-to-date Change: 2.4%
MFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFA to Watchlist:       View:      Get Complete MFA Trend Analysis ➞

Stock Chart of Empire State Realty OP LPESBA Empire State Realty OP LP
Sector: Financials
SubSector: REIT - Office
MarketCap: 2137.77 Millions
Recent Price: 7.41    
Smart Investing & Trading Score: 30
Day Percent Change: -1.33156%    
Day Change: 0.09
Week Change: -0.803213%    
Year-to-date Change: -24.4%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of UP Fintech Holding Ltd ADRTIGR UP Fintech Holding Ltd ADR
Sector: Financials
SubSector: Capital Markets
MarketCap: 2091.14 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 30
Day Percent Change: -1.35747%    
Day Change: 0.7
Week Change: -2.67857%    
Year-to-date Change: 63.2%
TIGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TIGR to Watchlist:       View:      Get Complete TIGR Trend Analysis ➞

Stock Chart of Sprott Focus Trust IncFUND Sprott Focus Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 246.92 Millions
Recent Price: 8.21    
Smart Investing & Trading Score: 30
Day Percent Change: -1.44058%    
Day Change: 0.01
Week Change: 0.366748%    
Year-to-date Change: 15.8%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

Stock Chart of Brighthouse Financial IncBHF Brighthouse Financial Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2478.13 Millions
Recent Price: 45.26    
Smart Investing & Trading Score: 30
Day Percent Change: -1.50163%    
Day Change: -0.78
Week Change: -7.15897%    
Year-to-date Change: -5.7%
BHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHF to Watchlist:       View:      Get Complete BHF Trend Analysis ➞

Stock Chart of Waterdrop Inc ADRWDH Waterdrop Inc ADR
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 509.46 Millions
Recent Price: 1.86    
Smart Investing & Trading Score: 30
Day Percent Change: -2.10526%    
Day Change: -0.01
Week Change: -0.534759%    
Year-to-date Change: 61.0%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of Generation Essentials GroupTGE Generation Essentials Group
Sector: Financials
SubSector: Asset Management
MarketCap: 142.96 Millions
Recent Price: 2.56    
Smart Investing & Trading Score: 30
Day Percent Change: -7.24638%    
Day Change: -0.07
Week Change: -17.4194%    
Year-to-date Change: -74.4%
TGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TGE to Watchlist:       View:      Get Complete TGE Trend Analysis ➞

Stock Chart of Solowin HoldingsSWIN Solowin Holdings
Sector: Financials
SubSector: Capital Markets
MarketCap: 155.27 Millions
Recent Price: 2.63    
Smart Investing & Trading Score: 30
Day Percent Change: -8.36237%    
Day Change: -0.09
Week Change: -8.74709%    
Year-to-date Change: 31.8%
SWIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SWIN to Watchlist:       View:      Get Complete SWIN Trend Analysis ➞

Stock Chart of Independent Bank Corporation (Ionia, MI)IBCP Independent Bank Corporation (Ionia, MI)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 679.69 Millions
Recent Price: 31.97    
Smart Investing & Trading Score: 20
Day Percent Change: 2.5008%    
Day Change: -0.14
Week Change: 0.0939261%    
Year-to-date Change: -4.7%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

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