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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%
SPESpecial Opportunities Closed-End Fund - Equity15.60200.39%-1.45%
AGNCAGNC  REIT - Mortgage10.1040-1.08%-1.46%
HEOPHeritage Oaks Banks258.01400.12%-1.46%
XFLTXAI Octagon Closed-End Fund - Debt5.4010-5.26%-1.46%
FSVFirstService Corp Real Estate Services201.6050-0.79%-1.47%
RPTRithm Property REIT - Mortgage2.66401.92%-1.48%
GAINGladstone  Asset Mgmt14.0100.21%-1.48%
EQREquity Residential REIT64.87100.37%-1.50%
HTDJohn Hancock Closed-End Fund - Debt24.3120-0.29%-1.50%
TEAFTortoise Sustainable Closed-End Fund - Equity11.810-1.09%-1.50%
GLUGabelli Global Closed-End Fund - Equity17.8420-0.86%-1.50%
GTYGetty Realty REIT - Retail27.7810-0.04%-1.52%
NADNuveen Quality Closed-End Fund - Debt11.6560-0.85%-1.52%
PMTPennymac Mortgage REIT - Mortgage12.1910-0.41%-1.53%
SFBCSound  Banks - Regional46.46402.47%-1.53%
NFJVirtus AllianzGI Closed-End Fund - Equity12.90500.55%-1.53%
BGRBlackrock Energy Closed-End Fund - Equity13.43300.45%-1.54%
ETJEaton Vance Closed-End Fund - Equity8.9110-0.45%-1.55%
CEECentral and Closed-End Fund - Foreign15.8620-0.81%-1.55%
RGAReinsurance  Insurance - Reinsurance188.60401.41%-1.58%
NOAHNoah  Asset Mgmt11.81301.37%-1.58%
EXRExtra Space REIT - Industrial142.6940-0.34%-1.59%
KRGKite Realty REIT - Retail22.23200.91%-1.59%
COLDAmericold Realty REIT - Industrial12.990-1.96%-1.59%
NZFNuveen Municipal Closed-End Fund - Debt12.2450-0.73%-1.61%
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 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 AGNC Investment CorpAGNC AGNC Investment Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 10802.8 Millions
Recent Price: 10.10    
Smart Investing & Trading Score: 40
Day Percent Change: -1.07738%    
Day Change: -0.08
Week Change: -1.46341%    
Year-to-date Change: 18.9%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of Heritage Oaks BancorpHEOP Heritage Oaks Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 456.56 Millions
Recent Price: 258.01    
Smart Investing & Trading Score: 40
Day Percent Change: 0.12418%    
Day Change: -9999
Week Change: -1.45896%    
Year-to-date Change: 0.0%
HEOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEOP to Watchlist:       View:      Get Complete HEOP Trend Analysis ➞

Stock Chart of XAI Octagon Floating Rate & Alternative Income TrustXFLT XAI Octagon Floating Rate & Alternative Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 425.5 Millions
Recent Price: 5.40    
Smart Investing & Trading Score: 10
Day Percent Change: -5.26316%    
Day Change: -0.01
Week Change: -1.45985%    
Year-to-date Change: -12.2%
XFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XFLT to Watchlist:       View:      Get Complete XFLT Trend Analysis ➞

Stock Chart of FirstService CorpFSV FirstService Corp
Sector: Financials
SubSector: Real Estate Services
MarketCap: 9181.97 Millions
Recent Price: 201.60    
Smart Investing & Trading Score: 50
Day Percent Change: -0.792284%    
Day Change: -1.98
Week Change: -1.46628%    
Year-to-date Change: 13.1%
FSV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSV to Watchlist:       View:      Get Complete FSV Trend Analysis ➞

Stock Chart of Rithm Property Trust IncRPT Rithm Property Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 120.82 Millions
Recent Price: 2.66    
Smart Investing & Trading Score: 40
Day Percent Change: 1.91571%    
Day Change: -0.01
Week Change: -1.48148%    
Year-to-date Change: -4.5%
RPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPT to Watchlist:       View:      Get Complete RPT Trend Analysis ➞

Stock Chart of Gladstone Investment CorporationGAIN Gladstone Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 543.1 Millions
Recent Price: 14.01    
Smart Investing & Trading Score: 0
Day Percent Change: 0.214592%    
Day Change: 0.04
Week Change: -1.47679%    
Year-to-date Change: 14.2%
GAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAIN to Watchlist:       View:      Get Complete GAIN Trend Analysis ➞

Stock Chart of Equity Residential Properties TrustEQR Equity Residential Properties Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 25514.6 Millions
Recent Price: 64.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.371345%    
Day Change: 0.26
Week Change: -1.50319%    
Year-to-date Change: -5.6%
EQR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQR to Watchlist:       View:      Get Complete EQR Trend Analysis ➞

Stock Chart of John Hancock Tax- Advantaged Dividend IncomeHTD John Hancock Tax- Advantaged Dividend Income
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 868.08 Millions
Recent Price: 24.31    
Smart Investing & Trading Score: 20
Day Percent Change: -0.287121%    
Day Change: -0.16
Week Change: -1.49919%    
Year-to-date Change: 14.7%
HTD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTD to Watchlist:       View:      Get Complete HTD Trend Analysis ➞

Stock Chart of Tortoise Sustainable and Social Impact Term FundTEAF Tortoise Sustainable and Social Impact Term Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 162.97 Millions
Recent Price: 11.81    
Smart Investing & Trading Score: 0
Day Percent Change: -1.08878%    
Day Change: 0.08
Week Change: -1.50125%    
Year-to-date Change: 3.2%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of Gabelli Global Utility & Income TrustGLU Gabelli Global Utility & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 107.07 Millions
Recent Price: 17.84    
Smart Investing & Trading Score: 20
Day Percent Change: -0.855285%    
Day Change: 0.04
Week Change: -1.50285%    
Year-to-date Change: 23.2%
GLU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLU to Watchlist:       View:      Get Complete GLU Trend Analysis ➞

Stock Chart of Getty Realty CorpGTY Getty Realty Corp
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1633.83 Millions
Recent Price: 27.78    
Smart Investing & Trading Score: 10
Day Percent Change: -0.0359842%    
Day Change: 0.01
Week Change: -1.52428%    
Year-to-date Change: -3.0%
GTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTY to Watchlist:       View:      Get Complete GTY Trend Analysis ➞

Stock Chart of Nuveen Quality Municipal Income FundNAD Nuveen Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 2681.82 Millions
Recent Price: 11.65    
Smart Investing & Trading Score: 60
Day Percent Change: -0.851064%    
Day Change: 0.01
Week Change: -1.52156%    
Year-to-date Change: 3.2%
NAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAD to Watchlist:       View:      Get Complete NAD Trend Analysis ➞

Stock Chart of Pennymac Mortgage Investment TrustPMT Pennymac Mortgage Investment Trust
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1096.41 Millions
Recent Price: 12.19    
Smart Investing & Trading Score: 10
Day Percent Change: -0.408497%    
Day Change: -0.28
Week Change: -1.53473%    
Year-to-date Change: 3.4%
PMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMT to Watchlist:       View:      Get Complete PMT Trend Analysis ➞

Stock Chart of Sound Financial Bancorp IncSFBC Sound Financial Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 121.4 Millions
Recent Price: 46.46    
Smart Investing & Trading Score: 40
Day Percent Change: 2.47022%    
Day Change: -0.98
Week Change: -1.52607%    
Year-to-date Change: -14.5%
SFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBC to Watchlist:       View:      Get Complete SFBC Trend Analysis ➞

Stock Chart of Virtus AllianzGI Dividend Interest & Premium Strategy FundNFJ Virtus AllianzGI Dividend Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1238.11 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 50
Day Percent Change: 0.545596%    
Day Change: -0.05
Week Change: -1.52672%    
Year-to-date Change: 6.9%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Blackrock Energy & Resources TrustBGR Blackrock Energy & Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 343.15 Millions
Recent Price: 13.43    
Smart Investing & Trading Score: 30
Day Percent Change: 0.448766%    
Day Change: 0
Week Change: -1.53959%    
Year-to-date Change: 10.8%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 609.08 Millions
Recent Price: 8.91    
Smart Investing & Trading Score: 10
Day Percent Change: -0.446927%    
Day Change: 0.02
Week Change: -1.54696%    
Year-to-date Change: 1.7%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

Stock Chart of Central and Eastern Europe Fund IncCEE Central and Eastern Europe Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 105.01 Millions
Recent Price: 15.86    
Smart Investing & Trading Score: 20
Day Percent Change: -0.813008%    
Day Change: -0.19
Week Change: -1.55183%    
Year-to-date Change: 41.4%
CEE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEE to Watchlist:       View:      Get Complete CEE Trend Analysis ➞

Stock Chart of Reinsurance Group Of America, IncRGA Reinsurance Group Of America, Inc
Sector: Financials
SubSector: Insurance - Reinsurance
MarketCap: 12772 Millions
Recent Price: 188.60    
Smart Investing & Trading Score: 40
Day Percent Change: 1.40875%    
Day Change: 3.12
Week Change: -1.57604%    
Year-to-date Change: -11.2%
RGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RGA to Watchlist:       View:      Get Complete RGA Trend Analysis ➞

Stock Chart of Noah Holdings Ltd ADRNOAH Noah Holdings Ltd ADR
Sector: Financials
SubSector: Asset Management
MarketCap: 805.6 Millions
Recent Price: 11.81    
Smart Investing & Trading Score: 30
Day Percent Change: 1.37339%    
Day Change: 0.07
Week Change: -1.58333%    
Year-to-date Change: 16.0%
NOAH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NOAH to Watchlist:       View:      Get Complete NOAH Trend Analysis ➞

Stock Chart of Extra Space Storage IncEXR Extra Space Storage Inc
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 32637.5 Millions
Recent Price: 142.69    
Smart Investing & Trading Score: 40
Day Percent Change: -0.342227%    
Day Change: 0.17
Week Change: -1.5931%    
Year-to-date Change: -1.3%
EXR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXR to Watchlist:       View:      Get Complete EXR Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5113.9 Millions
Recent Price: 22.23    
Smart Investing & Trading Score: 20
Day Percent Change: 0.907853%    
Day Change: -0.16
Week Change: -1.59363%    
Year-to-date Change: -6.6%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of Americold Realty Trust IncCOLD Americold Realty Trust Inc
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 3978.63 Millions
Recent Price: 12.99    
Smart Investing & Trading Score: 0
Day Percent Change: -1.96226%    
Day Change: -0.24
Week Change: -1.59091%    
Year-to-date Change: -37.7%
COLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COLD to Watchlist:       View:      Get Complete COLD Trend Analysis ➞

Stock Chart of Nuveen Municipal Credit Income FundNZF Nuveen Municipal Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 2361.56 Millions
Recent Price: 12.24    
Smart Investing & Trading Score: 50
Day Percent Change: -0.729927%    
Day Change: 0.02
Week Change: -1.60772%    
Year-to-date Change: 3.9%
NZF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NZF to Watchlist:       View:      Get Complete NZF Trend Analysis ➞

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