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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
August 5, 2025 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 33 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 7.8 %
 Weekly Performance: 0.99 %
 Daily Performance: 0.99 %
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Financial Sector Trend
33 / 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 %YTD Change%
HLNEHamilton Lane Asset Mgmt150.90382.102.29%
SIGISelective Insurance Insurance79.09282.09-15.04%
ICEIntercontinental Exchange  Investments188.45952.0926.82%
KWKennedy-Wilson  Property Mgmt7.39732.07-24.98%
RKTRocket  Mortgage Finance16.881002.0658.42%
JHGJanus Henderson Asset Mgmt43.17702.062.40%
PEBPebblebrook Hotel REIT9.90462.06-26.87%
XPXP  Asset Mgmt16.69442.0540.84%
WASHWashington Trust Regional Banks26.97252.04-10.79%
TWOTwo Harbors Mortgage9.98602.04-9.17%
EVREvercore  Asset Mgmt300.01582.048.60%
ENVAEnova  Credit Services102.60362.037.01%
LAZLazard  Asset Mgmt51.21432.030.42%
IBKRInteractive Brokers Brokerage64.90322.03-63.22%
SPGSimon Property REIT - Retail163.94482.03-3.62%
SLMSLM  Credit Services31.86252.0216.04%
GLPIGaming and REIT - 47.08852.02-0.72%
TRCTejon Ranch Property Mgmt18.24832.0114.72%
PFBCPreferred Bank Regional Banks90.86542.017.22%
ORCOrchid Island Mortgage7.17631.99-3.63%
UMBFUMB  Regional - Southwest Banks110.55801.99-1.67%
CNOBConnectOne Bancorp Regional Banks22.68101.98-0.34%
EFCEllington  Mortgage12.95511.9710.11%
BOHBank of Hawaii Regional Banks62.56511.97-11.32%
RILYB. Riley Asset Mgmt5.20551.9613.29%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 7.8% and is currently outperforming the overall market by 0.27% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 33
YTD Performance: 7.8%
**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
ESSA Bancorp[3208%] Easterly Government[108%] Mr. Cooper[87%]
Heritage Insurance[75%] Root [65%] Industrial Logistics[65%]
Rocket [58%] Diversified Healthcare[50%] ProAssurance [50%]
Uniti [47%] SoFi Technologies[42%] World Acceptance[41%]
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
Uniti [64.8%] Industrial Logistics[11.4%] LendingTree [7.3%]
eXp World[7.3%] EverQuote [6.9%] Camping World[6.8%]
First Foundation[6.7%] Diamond Hill[5.5%] Mercury General[5.4%]
Cipher Mining[5.3%] AlTi Global[5.1%] Hippo [5.1%]
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
Interactive Brokers[-63%] GoHealth [-58%] Offerpad [-58%]
SelectQuote [-53%] iShares iBonds[-45%] AFC Gamma[-43%]
First Internet[-39%] LGI Homes[-39%] Ready Capital[-37%]
Eagle Bancorp[-36%] Claros Mortgage[-36%] Ambac [-35%]
.
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
Uniti [100] LendingTree [100] Mercury General[100]
Perella Weinberg[100] Broadstone Net[100] LendingClub [100]
TPG RE[100] CareTrust REIT[100] Stewart Information[100]
Healthcare Realty[100] VICI Properties[100] NetSTREIT [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 %
XLFFinancial  51.91330.990.997.8%
IAIBroker-Dealers & Secs 174.97632.342.3421.82%
KBEBank  55.98431.31.31.64%
FASFinancial Bull 3X 161.82332.912.917.48%
FAZFinancial Bear 3X 4.5462-2.78-2.78-27.4%
UYGFinancials  92.87261.721.729%
KIEInsurance  56.42251.271.270.32%
 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 Hamilton Lane IncorporatedHLNE Hamilton Lane Incorporated
Sector: Financials
SubSector: Asset Management
MarketCap: 2484.13 Millions
Recent Price: 150.90    
Smart Investing & Trading Score: 38
Day Percent Change: 2.1%    
Day Change: 3.11
Week Change: 2.1%    
Year-to-date Change: 2.3%
HLNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLNE to Watchlist:       View:      Get Complete HLNE Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGI Selective Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3039.12 Millions
Recent Price: 79.09    
Smart Investing & Trading Score: 28
Day Percent Change: 2.09%    
Day Change: 1.62
Week Change: 2.09%    
Year-to-date Change: -15.0%
SIGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGI to Watchlist:       View:      Get Complete SIGI Trend Analysis ➞

Stock Chart of Intercontinental Exchange, Inc.ICE Intercontinental Exchange, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 46054.6 Millions
Recent Price: 188.45    
Smart Investing & Trading Score: 95
Day Percent Change: 2.09%    
Day Change: 3.85
Week Change: 2.09%    
Year-to-date Change: 26.8%
ICE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ICE to Watchlist:       View:      Get Complete ICE Trend Analysis ➞

Stock Chart of Kennedy-Wilson Holdings, Inc.KW Kennedy-Wilson Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 2025.42 Millions
Recent Price: 7.39    
Smart Investing & Trading Score: 73
Day Percent Change: 2.07%    
Day Change: 0.15
Week Change: 2.07%    
Year-to-date Change: -25.0%
KW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KW to Watchlist:       View:      Get Complete KW Trend Analysis ➞

Stock Chart of Rocket Companies, Inc.RKT Rocket Companies, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 41287 Millions
Recent Price: 16.88    
Smart Investing & Trading Score: 100
Day Percent Change: 2.06%    
Day Change: 0.34
Week Change: 2.06%    
Year-to-date Change: 58.4%
RKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RKT to Watchlist:       View:      Get Complete RKT Trend Analysis ➞

Stock Chart of Janus Henderson Group plcJHG Janus Henderson Group plc
Sector: Financials
SubSector: Asset Management
MarketCap: 2992.33 Millions
Recent Price: 43.17    
Smart Investing & Trading Score: 70
Day Percent Change: 2.06%    
Day Change: 0.87
Week Change: 2.06%    
Year-to-date Change: 2.4%
JHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHG to Watchlist:       View:      Get Complete JHG Trend Analysis ➞

Stock Chart of Pebblebrook Hotel TrustPEB Pebblebrook Hotel Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1472.84 Millions
Recent Price: 9.90    
Smart Investing & Trading Score: 46
Day Percent Change: 2.06%    
Day Change: 0.2
Week Change: 2.06%    
Year-to-date Change: -26.9%
PEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEB to Watchlist:       View:      Get Complete PEB Trend Analysis ➞

Stock Chart of XP Inc.XP XP Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 12990.3 Millions
Recent Price: 16.69    
Smart Investing & Trading Score: 44
Day Percent Change: 2.05%    
Day Change: 0.34
Week Change: 2.05%    
Year-to-date Change: 40.8%
XP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XP to Watchlist:       View:      Get Complete XP Trend Analysis ➞

Stock Chart of Washington Trust Bancorp, Inc.WASH Washington Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 590.099 Millions
Recent Price: 26.97    
Smart Investing & Trading Score: 25
Day Percent Change: 2.04%    
Day Change: 0.54
Week Change: 2.04%    
Year-to-date Change: -10.8%
WASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WASH to Watchlist:       View:      Get Complete WASH Trend Analysis ➞

Stock Chart of Two Harbors Investment Corp.TWO Two Harbors Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1979.59 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 60
Day Percent Change: 2.04%    
Day Change: 0.2
Week Change: 2.04%    
Year-to-date Change: -9.2%
TWO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWO to Watchlist:       View:      Get Complete TWO Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 300.01    
Smart Investing & Trading Score: 58
Day Percent Change: 2.04%    
Day Change: 6
Week Change: 2.04%    
Year-to-date Change: 8.6%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of Enova International, Inc.ENVA Enova International, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 345.508 Millions
Recent Price: 102.60    
Smart Investing & Trading Score: 36
Day Percent Change: 2.03%    
Day Change: 2.04
Week Change: 2.03%    
Year-to-date Change: 7.0%
ENVA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENVA to Watchlist:       View:      Get Complete ENVA Trend Analysis ➞

Stock Chart of Lazard LtdLAZ Lazard Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 3061.13 Millions
Recent Price: 51.21    
Smart Investing & Trading Score: 43
Day Percent Change: 2.03%    
Day Change: 1.02
Week Change: 2.03%    
Year-to-date Change: 0.4%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of Interactive Brokers Group, Inc.IBKR Interactive Brokers Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 16975.7 Millions
Recent Price: 64.90    
Smart Investing & Trading Score: 32
Day Percent Change: 2.03%    
Day Change: 1.29
Week Change: 2.03%    
Year-to-date Change: -63.2%
IBKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKR to Watchlist:       View:      Get Complete IBKR Trend Analysis ➞

Stock Chart of Simon Property Group, Inc.SPG Simon Property Group, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 17959.6 Millions
Recent Price: 163.94    
Smart Investing & Trading Score: 48
Day Percent Change: 2.03%    
Day Change: 3.26
Week Change: 2.03%    
Year-to-date Change: -3.6%
SPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPG to Watchlist:       View:      Get Complete SPG Trend Analysis ➞

Stock Chart of SLM CorporationSLM SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 3099.78 Millions
Recent Price: 31.86    
Smart Investing & Trading Score: 25
Day Percent Change: 2.02%    
Day Change: 0.63
Week Change: 2.02%    
Year-to-date Change: 16.0%
SLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLM to Watchlist:       View:      Get Complete SLM Trend Analysis ➞

Stock Chart of Gaming and Leisure Properties, Inc.GLPI Gaming and Leisure Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4922.33 Millions
Recent Price: 47.08    
Smart Investing & Trading Score: 85
Day Percent Change: 2.02%    
Day Change: 0.93
Week Change: 2.02%    
Year-to-date Change: -0.7%
GLPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLPI to Watchlist:       View:      Get Complete GLPI Trend Analysis ➞

Stock Chart of Tejon Ranch Co.TRC Tejon Ranch Co.
Sector: Financials
SubSector: Property Management
MarketCap: 346.442 Millions
Recent Price: 18.24    
Smart Investing & Trading Score: 83
Day Percent Change: 2.01%    
Day Change: 0.36
Week Change: 2.01%    
Year-to-date Change: 14.7%
TRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRC to Watchlist:       View:      Get Complete TRC Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 90.86    
Smart Investing & Trading Score: 54
Day Percent Change: 2.01%    
Day Change: 1.79
Week Change: 2.01%    
Year-to-date Change: 7.2%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 63
Day Percent Change: 1.99%    
Day Change: 0.14
Week Change: 1.99%    
Year-to-date Change: -3.6%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of UMB Financial CorporationUMBF UMB Financial Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 2207.35 Millions
Recent Price: 110.55    
Smart Investing & Trading Score: 80
Day Percent Change: 1.99%    
Day Change: 2.16
Week Change: 1.99%    
Year-to-date Change: -1.7%
UMBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMBF to Watchlist:       View:      Get Complete UMBF Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 22.68    
Smart Investing & Trading Score: 10
Day Percent Change: 1.98%    
Day Change: 0.44
Week Change: 1.98%    
Year-to-date Change: -0.3%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Ellington Financial Inc.EFC Ellington Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 380.239 Millions
Recent Price: 12.95    
Smart Investing & Trading Score: 51
Day Percent Change: 1.97%    
Day Change: 0.25
Week Change: 1.97%    
Year-to-date Change: 10.1%
EFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFC to Watchlist:       View:      Get Complete EFC Trend Analysis ➞

Stock Chart of Bank of Hawaii CorporationBOH Bank of Hawaii Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2305.19 Millions
Recent Price: 62.56    
Smart Investing & Trading Score: 51
Day Percent Change: 1.97%    
Day Change: 1.21
Week Change: 1.97%    
Year-to-date Change: -11.3%
BOH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOH to Watchlist:       View:      Get Complete BOH Trend Analysis ➞

Stock Chart of B. Riley Financial, Inc.RILY B. Riley Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 443.703 Millions
Recent Price: 5.20    
Smart Investing & Trading Score: 55
Day Percent Change: 1.96%    
Day Change: 0.1
Week Change: 1.96%    
Year-to-date Change: 13.3%
RILY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RILY to Watchlist:       View:      Get Complete RILY Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575
Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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