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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%
BGXBlackstone Long-Short Closed-End Fund - Debt12.3610-0.24%-1.04%
GHYPGIM Global Closed-End Fund - Debt13.220-0.15%-1.05%
EVGEaton Vance Closed-End Fund - Debt11.30300.00%-1.05%
JXNJackson  Insurance - Life99.5836-0.88%-1.05%
USALiberty All-Star Closed-End Fund - Equity6.49200.15%-1.07%
PKOPIMCO ome Closed-End Fund - Debt23.77200.00%-1.08%
THWabrdn World Closed-End Fund - Equity11.87800.85%-1.08%
INSIInsight Select Asset Mgmt16.23300.00%-1.10%
EVVEaton Vance Closed-End Fund - Debt10.21200.15%-1.11%
RABrookfield Real Closed-End Fund - Debt13.3850-0.37%-1.11%
NIEVirtus Equity Closed-End Fund - Equity24.84400.28%-1.11%
VVRInvesco Senior Closed-End Fund - Debt3.54400.28%-1.12%
NVGNuveen AMT-Free Closed-End Fund - Debt12.2160-0.49%-1.13%
CBChubb  Insurance - Property & Casualty274.28500.75%-1.14%
CCICrown Castle REIT - Specialty92.960-1.94%-1.14%
GABGabelli Equity Closed-End Fund - Equity6.09300.16%-1.14%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity12.87200.39%-1.15%
SLMBPSLM  Credit Services75.1510-1.34%-1.17%
NBBNuveen Taxable Closed-End Fund - Debt16.05300.25%-1.17%
VELVelocity  Mortgage Finance18.44300.82%-1.18%
TBNKTerritorial Bancorp Regional Banks8.3310-0.60%-1.19%
TAP.AMolson Coors N/A58.3020-0.83%-1.19%
BDJBlackRock Enhanced Closed-End Fund - Equity8.99200.11%-1.21%
UEUrban Edge REIT - Retail20.76601.17%-1.24%
QQQXNuveen NASDAQ Closed-End Fund - Equity27.0240-0.26%-1.24%
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 Blackstone Long-Short Credit Income FundBGX Blackstone Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 159.74 Millions
Recent Price: 12.36    
Smart Investing & Trading Score: 10
Day Percent Change: -0.242131%    
Day Change: -0.03
Week Change: -1.04083%    
Year-to-date Change: 2.2%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund IncGHY PGIM Global High Yield Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 546.74 Millions
Recent Price: 13.22    
Smart Investing & Trading Score: 0
Day Percent Change: -0.151057%    
Day Change: 0
Week Change: -1.0479%    
Year-to-date Change: 10.8%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Eaton Vance Short Duration Diversified Income FundEVG Eaton Vance Short Duration Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 153.36 Millions
Recent Price: 11.30    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -0.07
Week Change: -1.05079%    
Year-to-date Change: 7.8%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG Trend Analysis ➞

Stock Chart of Jackson Financial IncJXN Jackson Financial Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 6646.14 Millions
Recent Price: 99.58    
Smart Investing & Trading Score: 36
Day Percent Change: -0.88%    
Day Change: -0.85
Week Change: -1.05%    
Year-to-date Change: 11.8%
JXN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JXN to Watchlist:       View:      Get Complete JXN Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1939.61 Millions
Recent Price: 6.49    
Smart Investing & Trading Score: 20
Day Percent Change: 0.154321%    
Day Change: -0.08
Week Change: -1.06707%    
Year-to-date Change: -0.1%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of PIMCO Income Opportunity FundPKO PIMCO Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 320.807 Millions
Recent Price: 23.77    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: -1.08198%    
Year-to-date Change: 0.0%
PKO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKO to Watchlist:       View:      Get Complete PKO Trend Analysis ➞

Stock Chart of abrdn World Healthcare FundTHW abrdn World Healthcare Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 478.6 Millions
Recent Price: 11.87    
Smart Investing & Trading Score: 80
Day Percent Change: 0.849618%    
Day Change: 0.08
Week Change: -1.08333%    
Year-to-date Change: 15.3%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 16.23    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: -1.09689%    
Year-to-date Change: 12,384.6%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1203.87 Millions
Recent Price: 10.21    
Smart Investing & Trading Score: 20
Day Percent Change: 0.147203%    
Day Change: -0.02
Week Change: -1.11434%    
Year-to-date Change: 8.0%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund IncRA Brookfield Real Assets Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 749.25 Millions
Recent Price: 13.38    
Smart Investing & Trading Score: 50
Day Percent Change: -0.372301%    
Day Change: -0.03
Week Change: -1.10865%    
Year-to-date Change: 7.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of Virtus Equity & Convertible Income FundNIE Virtus Equity & Convertible Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 689.4 Millions
Recent Price: 24.84    
Smart Investing & Trading Score: 40
Day Percent Change: 0.2826%    
Day Change: 0.03
Week Change: -1.11465%    
Year-to-date Change: 8.5%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 554.6 Millions
Recent Price: 3.54    
Smart Investing & Trading Score: 40
Day Percent Change: 0.283286%    
Day Change: 0.02
Week Change: -1.11732%    
Year-to-date Change: -4.7%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 2558 Millions
Recent Price: 12.21    
Smart Investing & Trading Score: 60
Day Percent Change: -0.488998%    
Day Change: -0.03
Week Change: -1.1336%    
Year-to-date Change: 2.7%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Chubb LimitedCB Chubb Limited
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 110589 Millions
Recent Price: 274.28    
Smart Investing & Trading Score: 50
Day Percent Change: 0.745638%    
Day Change: 2.16
Week Change: -1.14255%    
Year-to-date Change: 1.3%
CB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CB to Watchlist:       View:      Get Complete CB Trend Analysis ➞

Stock Chart of Crown Castle IncCCI Crown Castle Inc
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 41870.4 Millions
Recent Price: 92.96    
Smart Investing & Trading Score: 0
Day Percent Change: -1.94093%    
Day Change: -1.71
Week Change: -1.13793%    
Year-to-date Change: 7.0%
CCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCI to Watchlist:       View:      Get Complete CCI Trend Analysis ➞

Stock Chart of Gabelli Equity Trust IncGAB Gabelli Equity Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1886.48 Millions
Recent Price: 6.09    
Smart Investing & Trading Score: 30
Day Percent Change: 0.164474%    
Day Change: -0.05
Week Change: -1.13636%    
Year-to-date Change: 13.4%
GAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAB to Watchlist:       View:      Get Complete GAB Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund IncFOF Cohen & Steers Closed-End Opportunity Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 362.99 Millions
Recent Price: 12.87    
Smart Investing & Trading Score: 20
Day Percent Change: 0.390016%    
Day Change: 0.03
Week Change: -1.15207%    
Year-to-date Change: 6.9%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of SLM CorporationSLMBP SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 11675.8 Millions
Recent Price: 75.15    
Smart Investing & Trading Score: 10
Day Percent Change: -1.33911%    
Day Change: -0.01
Week Change: -1.17044%    
Year-to-date Change: 5.8%
SLMBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLMBP to Watchlist:       View:      Get Complete SLMBP Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 472.67 Millions
Recent Price: 16.05    
Smart Investing & Trading Score: 30
Day Percent Change: 0.249844%    
Day Change: -0.05
Week Change: -1.16995%    
Year-to-date Change: 11.4%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Velocity Financial IncVEL Velocity Financial Inc
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 735.71 Millions
Recent Price: 18.44    
Smart Investing & Trading Score: 30
Day Percent Change: 0.82012%    
Day Change: -0.22
Week Change: -1.17899%    
Year-to-date Change: -3.6%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of Territorial Bancorp Inc.TBNK Territorial Bancorp Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 220.029 Millions
Recent Price: 8.33    
Smart Investing & Trading Score: 10
Day Percent Change: -0.596659%    
Day Change: -9999
Week Change: -1.18624%    
Year-to-date Change: -11.9%
TBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBNK to Watchlist:       View:      Get Complete TBNK Trend Analysis ➞

Stock Chart of Molson Coors Brewing A TAP.A Molson Coors Brewing A
Sector: Financials
SubSector: N/A
MarketCap: 284.166 Millions
Recent Price: 58.30    
Smart Investing & Trading Score: 20
Day Percent Change: -0.833475%    
Day Change: -9999
Week Change: -1.18644%    
Year-to-date Change: 0.0%
TAP.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TAP.A to Watchlist:       View:      Get Complete TAP.A Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1597.81 Millions
Recent Price: 8.99    
Smart Investing & Trading Score: 20
Day Percent Change: 0.111359%    
Day Change: -0.02
Week Change: -1.20879%    
Year-to-date Change: 14.1%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Retail
MarketCap: 2806.92 Millions
Recent Price: 20.76    
Smart Investing & Trading Score: 60
Day Percent Change: 1.16959%    
Day Change: -0.2
Week Change: -1.23692%    
Year-to-date Change: -0.2%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE 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 ➞

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