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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 17, 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 hence an improvement of trend.

 Year To Date Performance: 12.9691 %
 Weekly Performance: 1.38733 %
 Daily Performance: 0.970874 %
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%
CAFMorgan Stanley Closed-End Fund - Foreign16.251002.20%31.37%
GTSTriple-S Management Insurance47.23701.46%0.00%
SCDLMP Capital Closed-End Fund - Equity15.771000.13%-2.62%
RLTYCohen & Steers Real Estate Opportunities and ome Fund Closed-End Fund - Debt15.5248-0.84%9.47%
MMTMFS Multimarket Closed-End Fund - Debt4.7950-0.73%8.02%
FCTFirst Trust Closed-End Fund - Debt9.9530-0.10%2.80%
CIACitizens  Insurance - Life5.4070-0.55%25.29%
FTFFranklin  Closed-End Fund - Debt6.4670-0.69%4.86%
MYCBlackrock MuniYield Closed-End Fund - Debt13.849010.72%0.00%
NCZVirtus Convertible Closed-End Fund - Debt13.83600.00%19.91%
NHFNexPoint Strategic Closed-End Fund - Debt7.10804.87%0.00%
PMMPutnam Managed Closed-End Fund - Debt6.1590-0.16%5.17%
DOUGDouglas Elliman Real Estate Services2.90480.40%49.10%
EOTEaton Vance Closed-End Fund - Debt16.66600.30%3.08%
ARLAmerican Realty Real Estate Services16.1690-1.64%10.08%
IIFMorgan Stanley Closed-End Fund - Foreign27.2540-0.21%6.92%
MBRGMiddleburg  Regional Banks30.05301.35%0.00%
HMAHeartland Media SPAC10.54300.00%0.00%
JRONuveen Floating Closed-End Fund - Debt7.88300.00%0.00%
AEFabrdn Emerging Closed-End Fund - Equity6.5490-0.30%25.53%
IRRXIntegrated Rail SPAC17.00360.00%-100.00%
CHMGChemung  Banks - Regional52.50200.11%11.76%
MBTFMBT  Regional Banks56.81600.28%0.00%
NUWNuveen AMT-Free Closed-End Fund - Debt14.0760-0.07%5.76%
JRVRJames River Insurance - Specialty5.080-1.74%4.96%
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 12.9691% and is currently underperforming the overall market by -0.1777% 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: 12.9691%
**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[209%] Robinhood Markets[201%]
Metalpha Technology[196%] Cipher Mining[156%] Mr. Cooper[135%]
LoanDepot [134%] Banco Santander[129%] Deutsche Bank[118%]
IHS Holding[118%] Banco Bilbao[108%]
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[-72%] Grupo Supervielle[-66%]
Banco Macro[-60%] BBVA Argentina[-59%] Signature Bank[-57%]
eHealth [-57%] Grupo Financiero[-57%] CPI Card[-53%]
.
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
PIMCO California[100] Torchmark [100] B. Riley[100]
PIMCO California[100] Better Home[100] Triumph Bancorp[100]
Cipher Mining[100] PIMCO Municipal[100] PIMCO Municipal[100]
SuRo Capital[100] Front Yard[100] National General[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 Morgan Stanley China A Share Fund IncCAF Morgan Stanley China A Share Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 264.33 Millions
Recent Price: 16.25    
Smart Investing & Trading Score: 100
Day Percent Change: 2.20126%    
Day Change: 0.02
Week Change: 4.09994%    
Year-to-date Change: 31.4%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF Trend Analysis ➞

Stock Chart of Triple-S Management CorporationGTS Triple-S Management Corporation
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 264.06 Millions
Recent Price: 47.23    
Smart Investing & Trading Score: 70
Day Percent Change: 1.46079%    
Day Change: -9999
Week Change: 32.594%    
Year-to-date Change: 0.0%
GTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTS to Watchlist:       View:      Get Complete GTS Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund IncSCD LMP Capital and Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.83 Millions
Recent Price: 15.77    
Smart Investing & Trading Score: 100
Day Percent Change: 0.126984%    
Day Change: -0.04
Week Change: 2.13731%    
Year-to-date Change: -2.6%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of Cohen & Steers Real Estate Opportunities and Income FundRLTY Cohen & Steers Real Estate Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.71 Millions
Recent Price: 15.52    
Smart Investing & Trading Score: 48
Day Percent Change: -0.84%    
Day Change: -0.13
Week Change: 0.07%    
Year-to-date Change: 9.5%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.16 Millions
Recent Price: 4.79    
Smart Investing & Trading Score: 50
Day Percent Change: -0.726141%    
Day Change: 0.01
Week Change: -0.519751%    
Year-to-date Change: 8.0%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of First Trust Senior Floting Rate Income Fund IIFCT First Trust Senior Floting Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 262.69 Millions
Recent Price: 9.95    
Smart Investing & Trading Score: 30
Day Percent Change: -0.100402%    
Day Change: 0.03
Week Change: -0.100402%    
Year-to-date Change: 2.8%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Citizens, IncCIA Citizens, Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 261.78 Millions
Recent Price: 5.40    
Smart Investing & Trading Score: 70
Day Percent Change: -0.552486%    
Day Change: -0.01
Week Change: 3.25048%    
Year-to-date Change: 25.3%
CIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIA to Watchlist:       View:      Get Complete CIA Trend Analysis ➞

Stock Chart of Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 259.81 Millions
Recent Price: 6.46    
Smart Investing & Trading Score: 70
Day Percent Change: -0.691244%    
Day Change: -0.01
Week Change: 0.4662%    
Year-to-date Change: 4.9%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of Blackrock MuniYield California Fund, Inc.MYC Blackrock MuniYield California Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 259.107 Millions
Recent Price: 13.84    
Smart Investing & Trading Score: 90
Day Percent Change: 10.72%    
Day Change: -9999
Week Change: 9.06225%    
Year-to-date Change: 0.0%
MYC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYC to Watchlist:       View:      Get Complete MYC Trend Analysis ➞

Stock Chart of Virtus Convertible & Income Fund IINCZ Virtus Convertible & Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 258.6 Millions
Recent Price: 13.83    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: -0.03
Week Change: 0.508721%    
Year-to-date Change: 19.9%
NCZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCZ to Watchlist:       View:      Get Complete NCZ Trend Analysis ➞

Stock Chart of NexPoint Strategic Opportunities FundNHF NexPoint Strategic Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 258.507 Millions
Recent Price: 7.10    
Smart Investing & Trading Score: 80
Day Percent Change: 4.87445%    
Day Change: -9999
Week Change: 2.4531%    
Year-to-date Change: 0.0%
NHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHF to Watchlist:       View:      Get Complete NHF Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 257.48 Millions
Recent Price: 6.15    
Smart Investing & Trading Score: 90
Day Percent Change: -0.162338%    
Day Change: 0
Week Change: 2.5%    
Year-to-date Change: 5.2%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of Douglas Elliman IncDOUG Douglas Elliman Inc
Sector: Financials
SubSector: Real Estate Services
MarketCap: 257.25 Millions
Recent Price: 2.90    
Smart Investing & Trading Score: 48
Day Percent Change: 0.4%    
Day Change: 0.01
Week Change: 3.75%    
Year-to-date Change: 49.1%
DOUG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DOUG to Watchlist:       View:      Get Complete DOUG Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.72 Millions
Recent Price: 16.66    
Smart Investing & Trading Score: 60
Day Percent Change: 0.301023%    
Day Change: -0.05
Week Change: 0.54315%    
Year-to-date Change: 3.1%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of American Realty Investors IncARL American Realty Investors Inc
Sector: Financials
SubSector: Real Estate Services
MarketCap: 256.17 Millions
Recent Price: 16.16    
Smart Investing & Trading Score: 90
Day Percent Change: -1.64334%    
Day Change: -0.03
Week Change: 1%    
Year-to-date Change: 10.1%
ARL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARL to Watchlist:       View:      Get Complete ARL 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: 27.25    
Smart Investing & Trading Score: 40
Day Percent Change: -0.205776%    
Day Change: -0.17
Week Change: 1.58405%    
Year-to-date Change: 6.9%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of Middleburg Financial CorporationMBRG Middleburg Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 254.79 Millions
Recent Price: 30.05    
Smart Investing & Trading Score: 30
Day Percent Change: 1.34907%    
Day Change: -9999
Week Change: -15.041%    
Year-to-date Change: 0.0%
MBRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBRG to Watchlist:       View:      Get Complete MBRG Trend Analysis ➞

Stock Chart of Heartland Media Acquisition Corp.HMA Heartland Media Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
HMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMA to Watchlist:       View:      Get Complete HMA Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income Opportunity FundJRO Nuveen Floating Rate Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 7.88    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
JRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRO to Watchlist:       View:      Get Complete JRO Trend Analysis ➞

Stock Chart of abrdn Emerging Markets ex-China Fund IncAEF abrdn Emerging Markets ex-China Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 251.32 Millions
Recent Price: 6.54    
Smart Investing & Trading Score: 90
Day Percent Change: -0.304878%    
Day Change: -0.06
Week Change: 4.64%    
Year-to-date Change: 25.5%
AEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEF to Watchlist:       View:      Get Complete AEF Trend Analysis ➞

Stock Chart of Integrated Rail and Resources Acquisition Corp.IRRX Integrated Rail and Resources Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 251 Millions
Recent Price: 17.00    
Smart Investing & Trading Score: 36
Day Percent Change: 0%    
Day Change: -9999
Week Change: -100%    
Year-to-date Change: -100.0%
IRRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRRX to Watchlist:       View:      Get Complete IRRX Trend Analysis ➞

Stock Chart of Chemung Financial CorpCHMG Chemung Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 250.61 Millions
Recent Price: 52.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0.114416%    
Day Change: -0.71
Week Change: -0.980762%    
Year-to-date Change: 11.8%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG Trend Analysis ➞

Stock Chart of MBT Financial Corp.MBTF MBT Financial Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 250.58 Millions
Recent Price: 56.81    
Smart Investing & Trading Score: 60
Day Percent Change: 0.282436%    
Day Change: -9999
Week Change: 1606.01%    
Year-to-date Change: 0.0%
MBTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBTF to Watchlist:       View:      Get Complete MBTF Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Value FundNUW Nuveen AMT-Free Municipal Value Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.24 Millions
Recent Price: 14.07    
Smart Investing & Trading Score: 60
Day Percent Change: -0.0710227%    
Day Change: -0.03
Week Change: 0.142349%    
Year-to-date Change: 5.8%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of James River Group Holdings LtdJRVR James River Group Holdings Ltd
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 249.33 Millions
Recent Price: 5.08    
Smart Investing & Trading Score: 0
Day Percent Change: -1.74081%    
Day Change: -0.07
Week Change: -3.78788%    
Year-to-date Change: 5.0%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR Trend Analysis ➞

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