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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 PriceTrend ScoreChange %YTD Change%
ITICInvestors Title Insurance215.58642.52%-8.77%
AONAon  Insurance360.40641.96%0.53%
MAMastercard  Credit Services569.81641.77%8.55%
ALLAllstate  Insurance203.03641.63%5.84%
HMNHorace Mann Insurance41.90641.53%7.70%
THGHanover Insurance Insurance171.39641.52%11.42%
ESNTEssent  Mortgage56.93640.73%5.18%
ORCOrchid Island Mortgage7.17631.99%-3.63%
FBNCFirst Bancorp Regional Banks49.26631.86%12.65%
CBLCBL & Associates Properties REIT - Retail26.78630.83%-4.97%
ONLOrion Office REIT - Office2.5663-1.16%-30.35%
JBGSJBG SMITH Property Mgmt20.5663-1.67%33.77%
VCTRVictory Capital Asset Mgmt68.93633.19%6.02%
REGRegency Centers REIT - Retail72.18632.41%-1.42%
JEFJefferies  Brokerage56.57631.18%-27.44%
XHRXenia Hotels REIT12.79612.48%-12.90%
ALTIAlTi Global Asset Mgmt4.10615.13%-7.03%
PAXPatria s Asset Mgmt13.80613.45%20.19%
LAMRLamar Advertising REIT - 123.71612.32%3.06%
CADECadence Ban Regional Banks34.72612.30%1.74%
AROWArrow  Regional Banks26.57611.57%-6.48%
SBCFSeacoast Banking Regional Banks28.05611.48%2.62%
ISTRInvestar Holding Regional - Southwest Banks21.57611.43%-1.17%
AIVApartment  REIT8.47610.95%-0.17%
PPBIPacific Premier Regional Banks21.73602.60%-11.68%
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 Investors Title CompanyITIC Investors Title Company
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 219.518 Millions
Recent Price: 215.58    
Smart Investing & Trading Score: 64
Day Percent Change: 2.52%    
Day Change: 5.3
Week Change: 2.52%    
Year-to-date Change: -8.8%
ITIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ITIC to Watchlist:       View:      Get Complete ITIC Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 360.40    
Smart Investing & Trading Score: 64
Day Percent Change: 1.96%    
Day Change: 6.94
Week Change: 1.96%    
Year-to-date Change: 0.5%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Mastercard IncorporatedMA Mastercard Incorporated
Sector: Financials
SubSector: Credit Services
MarketCap: 234809 Millions
Recent Price: 569.81    
Smart Investing & Trading Score: 64
Day Percent Change: 1.77%    
Day Change: 9.92
Week Change: 1.77%    
Year-to-date Change: 8.6%
MA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MA to Watchlist:       View:      Get Complete MA Trend Analysis ➞

Stock Chart of The Allstate CorporationALL The Allstate Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25916.6 Millions
Recent Price: 203.03    
Smart Investing & Trading Score: 64
Day Percent Change: 1.63%    
Day Change: 3.26
Week Change: 1.63%    
Year-to-date Change: 5.8%
ALL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALL to Watchlist:       View:      Get Complete ALL Trend Analysis ➞

Stock Chart of Horace Mann Educators CorporationHMN Horace Mann Educators Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1545.52 Millions
Recent Price: 41.90    
Smart Investing & Trading Score: 64
Day Percent Change: 1.53%    
Day Change: 0.63
Week Change: 1.53%    
Year-to-date Change: 7.7%
HMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMN to Watchlist:       View:      Get Complete HMN Trend Analysis ➞

Stock Chart of The Hanover Insurance Group, Inc.THG The Hanover Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3677.92 Millions
Recent Price: 171.39    
Smart Investing & Trading Score: 64
Day Percent Change: 1.52%    
Day Change: 2.56
Week Change: 1.52%    
Year-to-date Change: 11.4%
THG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THG to Watchlist:       View:      Get Complete THG Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 56.93    
Smart Investing & Trading Score: 64
Day Percent Change: 0.73%    
Day Change: 0.41
Week Change: 0.73%    
Year-to-date Change: 5.2%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT 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 First BancorpFBNC First Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 664.959 Millions
Recent Price: 49.26    
Smart Investing & Trading Score: 63
Day Percent Change: 1.86%    
Day Change: 0.9
Week Change: 1.86%    
Year-to-date Change: 12.7%
FBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBNC to Watchlist:       View:      Get Complete FBNC Trend Analysis ➞

Stock Chart of CBL & Associates Properties, Inc.CBL CBL & Associates Properties, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 690 Millions
Recent Price: 26.78    
Smart Investing & Trading Score: 63
Day Percent Change: 0.83%    
Day Change: 0.22
Week Change: 0.83%    
Year-to-date Change: -5.0%
CBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBL to Watchlist:       View:      Get Complete CBL Trend Analysis ➞

Stock Chart of Orion Office REIT Inc.ONL Orion Office REIT Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 375 Millions
Recent Price: 2.56    
Smart Investing & Trading Score: 63
Day Percent Change: -1.16%    
Day Change: -0.03
Week Change: -1.16%    
Year-to-date Change: -30.4%
ONL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONL to Watchlist:       View:      Get Complete ONL Trend Analysis ➞

Stock Chart of JBG SMITH PropertiesJBGS JBG SMITH Properties
Sector: Financials
SubSector: Property Management
MarketCap: 4335.32 Millions
Recent Price: 20.56    
Smart Investing & Trading Score: 63
Day Percent Change: -1.67%    
Day Change: -0.35
Week Change: -1.67%    
Year-to-date Change: 33.8%
JBGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JBGS to Watchlist:       View:      Get Complete JBGS Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 68.93    
Smart Investing & Trading Score: 63
Day Percent Change: 3.19%    
Day Change: 2.13
Week Change: 3.19%    
Year-to-date Change: 6.0%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Regency Centers CorporationREG Regency Centers Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 6345.84 Millions
Recent Price: 72.18    
Smart Investing & Trading Score: 63
Day Percent Change: 2.41%    
Day Change: 1.7
Week Change: 2.41%    
Year-to-date Change: -1.4%
REG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REG to Watchlist:       View:      Get Complete REG Trend Analysis ➞

Stock Chart of Jefferies Financial Group Inc.JEF Jefferies Financial Group Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 3987.15 Millions
Recent Price: 56.57    
Smart Investing & Trading Score: 63
Day Percent Change: 1.18%    
Day Change: 0.66
Week Change: 1.18%    
Year-to-date Change: -27.4%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 12.79    
Smart Investing & Trading Score: 61
Day Percent Change: 2.48%    
Day Change: 0.31
Week Change: 2.48%    
Year-to-date Change: -12.9%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of AlTi Global, Inc.ALTI AlTi Global, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 917 Millions
Recent Price: 4.10    
Smart Investing & Trading Score: 61
Day Percent Change: 5.13%    
Day Change: 0.2
Week Change: 5.13%    
Year-to-date Change: -7.0%
ALTI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTI to Watchlist:       View:      Get Complete ALTI Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.80    
Smart Investing & Trading Score: 61
Day Percent Change: 3.45%    
Day Change: 0.46
Week Change: 3.45%    
Year-to-date Change: 20.2%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

Stock Chart of Lamar Advertising Company (REIT)LAMR Lamar Advertising Company (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4838.33 Millions
Recent Price: 123.71    
Smart Investing & Trading Score: 61
Day Percent Change: 2.32%    
Day Change: 2.8
Week Change: 2.32%    
Year-to-date Change: 3.1%
LAMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAMR to Watchlist:       View:      Get Complete LAMR Trend Analysis ➞

Stock Chart of Cadence BancorporationCADE Cadence Bancorporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 756.335 Millions
Recent Price: 34.72    
Smart Investing & Trading Score: 61
Day Percent Change: 2.3%    
Day Change: 0.78
Week Change: 2.3%    
Year-to-date Change: 1.7%
CADE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CADE to Watchlist:       View:      Get Complete CADE Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 26.57    
Smart Investing & Trading Score: 61
Day Percent Change: 1.57%    
Day Change: 0.41
Week Change: 1.57%    
Year-to-date Change: -6.5%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Seacoast Banking Corporation of FloridaSBCF Seacoast Banking Corporation of Florida
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 881.559 Millions
Recent Price: 28.05    
Smart Investing & Trading Score: 61
Day Percent Change: 1.48%    
Day Change: 0.41
Week Change: 1.48%    
Year-to-date Change: 2.6%
SBCF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBCF to Watchlist:       View:      Get Complete SBCF Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 21.57    
Smart Investing & Trading Score: 61
Day Percent Change: 1.43%    
Day Change: 0.31
Week Change: 1.43%    
Year-to-date Change: -1.2%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Apartment Investment and Management CompanyAIV Apartment Investment and Management Company
Sector: Financials
SubSector: REIT - Residential
MarketCap: 4485.11 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 61
Day Percent Change: 0.95%    
Day Change: 0.08
Week Change: 0.95%    
Year-to-date Change: -0.2%
AIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIV to Watchlist:       View:      Get Complete AIV Trend Analysis ➞

Stock Chart of Pacific Premier Bancorp, Inc.PPBI Pacific Premier Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 978.029 Millions
Recent Price: 21.73    
Smart Investing & Trading Score: 60
Day Percent Change: 2.6%    
Day Change: 0.55
Week Change: 2.6%    
Year-to-date Change: -11.7%
PPBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPBI to Watchlist:       View:      Get Complete PPBI Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Performance: Year-to-date, Week and Day
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