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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 PriceTrend ScoreChange %YTD Change%
IBTXIndependent Bank Regional Banks60.67200.46%0.00%
PGREParamount  REIT - Office6.56200.46%32.26%
CFBKCF Bankshares Banks - Regional24.41200.45%-2.16%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity12.87200.39%6.86%
SPESpecial Opportunities Closed-End Fund - Equity15.60200.39%11.62%
DSUBlackRock Debt Closed-End Fund - Debt10.53200.38%3.65%
KSMDWS Strategic Closed-End Fund - Debt10.07200.35%0.00%
PJCPiper Jaffray Brokerage80.29200.30%0.00%
ETYEaton Vance Closed-End Fund - Equity15.83200.25%10.99%
BGBBlackstone Strategic Closed-End Fund - Debt12.35200.24%5.40%
PPRVoya Prime Closed-End Fund - Debt4.60200.22%0.00%
USALiberty All-Star Closed-End Fund - Equity6.49200.15%-0.10%
EVVEaton Vance Closed-End Fund - Debt10.21200.15%7.96%
BDJBlackRock Enhanced Closed-End Fund - Equity8.99200.11%14.06%
CIICCIIG Merger SPAC9.81200.10%0.00%
BTZBlackRock Credit Closed-End Fund - Debt11.06200.09%11.34%
FRABlackrock Floating Closed-End Fund - Debt13.13200.08%2.35%
BXMXNuveen S&P Closed-End Fund - Equity14.10200.07%6.86%
BLWBlackRock  Closed-End Fund - Debt14.11200.07%5.16%
DIAXNuveen Dow Closed-End Fund - Equity14.45200.07%0.81%
TCBTCF  Banks16.86200.00%0.00%
CUBLionheart  Shell Companies10.50200.00%3.96%
CBGCBRE  Property Mgmt47.31200.00%0.00%
REEverest Re Insurance351.28200.00%0.00%
ATCOAtlas  Asset Mgmt15.48200.00%0.00%
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 Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 60.67    
Smart Investing & Trading Score: 20
Day Percent Change: 0.463653%    
Day Change: -9999
Week Change: 0.646981%    
Year-to-date Change: 0.0%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of Paramount Group IncPGRE Paramount Group Inc
Sector: Financials
SubSector: REIT - Office
MarketCap: 1798.92 Millions
Recent Price: 6.56    
Smart Investing & Trading Score: 20
Day Percent Change: 0.459418%    
Day Change: -0.04
Week Change: -9.39227%    
Year-to-date Change: 32.3%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of CF Bankshares IncCFBK CF Bankshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 159.51 Millions
Recent Price: 24.41    
Smart Investing & Trading Score: 20
Day Percent Change: 0.452675%    
Day Change: 0
Week Change: -3.32673%    
Year-to-date Change: -2.2%
CFBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFBK to Watchlist:       View:      Get Complete CFBK 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 Special Opportunities Fund IncSPE Special Opportunities Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.13 Millions
Recent Price: 15.60    
Smart Investing & Trading Score: 20
Day Percent Change: 0.3861%    
Day Change: -0.03
Week Change: -1.45294%    
Year-to-date Change: 11.6%
SPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPE to Watchlist:       View:      Get Complete SPE Trend Analysis ➞

Stock Chart of BlackRock Debt Strategies Fund, IncDSU BlackRock Debt Strategies Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 576.25 Millions
Recent Price: 10.53    
Smart Investing & Trading Score: 20
Day Percent Change: 0.381316%    
Day Change: 0
Week Change: -0.47259%    
Year-to-date Change: 3.7%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 10.07    
Smart Investing & Trading Score: 20
Day Percent Change: 0.348606%    
Day Change: -9999
Week Change: -0.738916%    
Year-to-date Change: 0.0%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of Piper Jaffray CompaniesPJC Piper Jaffray Companies
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 1019.93 Millions
Recent Price: 80.29    
Smart Investing & Trading Score: 20
Day Percent Change: 0.299813%    
Day Change: -9999
Week Change: -2.96108%    
Year-to-date Change: 0.0%
PJC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJC to Watchlist:       View:      Get Complete PJC Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Diversified Equity Income FundETY Eaton Vance Tax-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2499.56 Millions
Recent Price: 15.83    
Smart Investing & Trading Score: 20
Day Percent Change: 0.253325%    
Day Change: 0
Week Change: -0.627746%    
Year-to-date Change: 11.0%
ETY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETY to Watchlist:       View:      Get Complete ETY Trend Analysis ➞

Stock Chart of Blackstone Strategic Credit 2027 Term FundBGB Blackstone Strategic Credit 2027 Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.09 Millions
Recent Price: 12.35    
Smart Investing & Trading Score: 20
Day Percent Change: 0.243506%    
Day Change: -0.04
Week Change: -1.35783%    
Year-to-date Change: 5.4%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of Voya Prime Rate TrustPPR Voya Prime Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 508.307 Millions
Recent Price: 4.60    
Smart Investing & Trading Score: 20
Day Percent Change: 0.217865%    
Day Change: -9999
Week Change: 0.217865%    
Year-to-date Change: 0.0%
PPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPR to Watchlist:       View:      Get Complete PPR 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 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 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 CIIG Merger Corp.CIIC CIIG Merger Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 10157 Millions
Recent Price: 9.81    
Smart Investing & Trading Score: 20
Day Percent Change: 0.102041%    
Day Change: -9999
Week Change: -54.5833%    
Year-to-date Change: 0.0%
CIIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIIC to Watchlist:       View:      Get Complete CIIC Trend Analysis ➞

Stock Chart of BlackRock Credit Allocation Income TrustBTZ BlackRock Credit Allocation Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1033.1 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0904977%    
Day Change: -0.05
Week Change: -0.718133%    
Year-to-date Change: 11.3%
BTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTZ to Watchlist:       View:      Get Complete BTZ Trend Analysis ➞

Stock Chart of Blackrock Floating Rate Income Strategies Fund IncFRA Blackrock Floating Rate Income Strategies Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 472 Millions
Recent Price: 13.13    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0762195%    
Day Change: 0.04
Week Change: -0.830816%    
Year-to-date Change: 2.4%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Buy-Write Income FundBXMX Nuveen S&P 500 Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1486.44 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0709723%    
Day Change: -0.01
Week Change: -1.87891%    
Year-to-date Change: 6.9%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 549.14 Millions
Recent Price: 14.11    
Smart Investing & Trading Score: 20
Day Percent Change: 0.070922%    
Day Change: -0.09
Week Change: -0.0708215%    
Year-to-date Change: 5.2%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of Nuveen Dow 30SM Dynamic Overwrite FundDIAX Nuveen Dow 30SM Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 535.32 Millions
Recent Price: 14.45    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0692521%    
Day Change: -0.07
Week Change: -1.63376%    
Year-to-date Change: 0.8%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of TCF Financial CorporationTCB TCF Financial Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2943.43 Millions
Recent Price: 16.86    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
TCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCB to Watchlist:       View:      Get Complete TCB Trend Analysis ➞

Stock Chart of Lionheart HoldingsCUB Lionheart Holdings
Sector: Financials
SubSector: Shell Companies
MarketCap: 322.04 Millions
Recent Price: 10.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9988.5
Week Change: 0.0953289%    
Year-to-date Change: 4.0%
CUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUB to Watchlist:       View:      Get Complete CUB Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBG CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12111.7 Millions
Recent Price: 47.31    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
CBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBG to Watchlist:       View:      Get Complete CBG Trend Analysis ➞

Stock Chart of Everest Re Group, Ltd.RE Everest Re Group, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9018.12 Millions
Recent Price: 351.28    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
RE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RE to Watchlist:       View:      Get Complete RE Trend Analysis ➞

Stock Chart of Atlas Corp.ATCO Atlas Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 1668.33 Millions
Recent Price: 15.48    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
ATCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATCO to Watchlist:       View:      Get Complete ATCO Trend Analysis ➞

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