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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%
INVHInvitation Homes REIT29.520-0.40%-1.63%
DIAXNuveen Dow Closed-End Fund - Equity14.45200.07%-1.63%
GGTGabelli Multimedia Closed-End Fund - Equity4.23300.24%-1.63%
BMEBlackRock Health Closed-End Fund - Equity36.51400.47%-1.64%
JFRNuveen Floating Closed-End Fund - Debt8.240-0.24%-1.67%
PRUPrudential  Insurance - Life103.87100.83%-1.70%
PSAPublic Storage REIT - Industrial283.7910-0.12%-1.70%
EOIEaton Vance Closed-End Fund - Equity21.09200.00%-1.72%
ESGROEnstar  Insurance19.2120-1.28%-1.74%
EODAllspring Global Closed-End Fund - Equity5.65200.71%-1.74%
PGRProgressive Corp Insurance - Property & Casualty242.0020-0.66%-1.79%
BGCBGC  Capital Markets9.85201.76%-1.79%
UNBUnion Bankshares Banks - Regional25.8310-0.62%-1.79%
NLYAnnaly Capital REIT - Mortgage21.7040-0.91%-1.81%
JHIJohn Hancock Closed-End Fund - Debt14.1120-1.12%-1.81%
CGBDCarlyle Secured Asset Mgmt13.49201.28%-1.82%
GLPIGaming and REIT - Specialty47.1720-0.44%-1.83%
BTXBlackRock Technology Asset Mgmt6.99401.16%-1.83%
IRTIndependence Realty REIT17.06200.77%-1.84%
VTRVentas  REIT67.97200.94%-1.85%
SCMStellus Capital Asset Mgmt14.10400.43%-1.88%
BXMXNuveen S&P Closed-End Fund - Equity14.10200.07%-1.88%
TCBXThird Coast Banks - Regional41.0061-0.61%-1.88%
LTCLTC Properties REIT35.85300.87%-1.92%
SPXXNuveen S&P Closed-End Fund - Equity17.9120-0.33%-1.92%
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 Invitation Homes IncINVH Invitation Homes Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 18543.5 Millions
Recent Price: 29.52    
Smart Investing & Trading Score: 0
Day Percent Change: -0.404858%    
Day Change: 0
Week Change: -1.63279%    
Year-to-date Change: -4.4%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH 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 Gabelli Multimedia Trust IncGGT Gabelli Multimedia Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 142.93 Millions
Recent Price: 4.23    
Smart Investing & Trading Score: 30
Day Percent Change: 0.236967%    
Day Change: 0.03
Week Change: -1.62791%    
Year-to-date Change: 5.7%
GGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGT to Watchlist:       View:      Get Complete GGT Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 479.87 Millions
Recent Price: 36.51    
Smart Investing & Trading Score: 40
Day Percent Change: 0.467804%    
Day Change: 0.07
Week Change: -1.64332%    
Year-to-date Change: 2.3%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1131.43 Millions
Recent Price: 8.24    
Smart Investing & Trading Score: 0
Day Percent Change: -0.242131%    
Day Change: -0.04
Week Change: -1.67064%    
Year-to-date Change: -1.5%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

Stock Chart of Prudential Financial IncPRU Prudential Financial Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 37209.9 Millions
Recent Price: 103.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.83487%    
Day Change: 1.3
Week Change: -1.70342%    
Year-to-date Change: -10.0%
PRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRU to Watchlist:       View:      Get Complete PRU Trend Analysis ➞

Stock Chart of Public StoragePSA Public Storage
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 52249.9 Millions
Recent Price: 283.79    
Smart Investing & Trading Score: 10
Day Percent Change: -0.119664%    
Day Change: 0.76
Week Change: -1.69732%    
Year-to-date Change: -2.4%
PSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSA to Watchlist:       View:      Get Complete PSA Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 874.98 Millions
Recent Price: 21.09    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -0.02
Week Change: -1.72414%    
Year-to-date Change: 6.6%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 19.21    
Smart Investing & Trading Score: 20
Day Percent Change: -1.28469%    
Day Change: -9999
Week Change: -1.73913%    
Year-to-date Change: -2.1%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of Allspring Global Dividend Opportunity FundEOD Allspring Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 245.91 Millions
Recent Price: 5.65    
Smart Investing & Trading Score: 20
Day Percent Change: 0.713012%    
Day Change: -0.03
Week Change: -1.73913%    
Year-to-date Change: 17.5%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of Progressive CorpPGR Progressive Corp
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 142953 Millions
Recent Price: 242.00    
Smart Investing & Trading Score: 20
Day Percent Change: -0.660892%    
Day Change: -0.72
Week Change: -1.7897%    
Year-to-date Change: 2.6%
PGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGR to Watchlist:       View:      Get Complete PGR Trend Analysis ➞

Stock Chart of BGC Group IncBGC BGC Group Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 4714.69 Millions
Recent Price: 9.85    
Smart Investing & Trading Score: 20
Day Percent Change: 1.7562%    
Day Change: 0.03
Week Change: -1.79462%    
Year-to-date Change: 6.0%
BGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGC to Watchlist:       View:      Get Complete BGC Trend Analysis ➞

Stock Chart of Union Bankshares, IncUNB Union Bankshares, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 117.7 Millions
Recent Price: 25.83    
Smart Investing & Trading Score: 10
Day Percent Change: -0.615621%    
Day Change: -0.91
Week Change: -1.78707%    
Year-to-date Change: -5.4%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of Annaly Capital Management IncNLY Annaly Capital Management Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 14183.5 Millions
Recent Price: 21.70    
Smart Investing & Trading Score: 40
Day Percent Change: -0.913242%    
Day Change: -0.12
Week Change: -1.80995%    
Year-to-date Change: 26.8%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of John Hancock Investors TrustJHI John Hancock Investors Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 124.7 Millions
Recent Price: 14.11    
Smart Investing & Trading Score: 20
Day Percent Change: -1.12123%    
Day Change: -0.03
Week Change: -1.80932%    
Year-to-date Change: 6.2%
JHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHI to Watchlist:       View:      Get Complete JHI Trend Analysis ➞

Stock Chart of Carlyle Secured Lending IncCGBD Carlyle Secured Lending Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 1005.33 Millions
Recent Price: 13.49    
Smart Investing & Trading Score: 20
Day Percent Change: 1.27628%    
Day Change: -0.01
Week Change: -1.81951%    
Year-to-date Change: -21.2%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

Stock Chart of Gaming and Leisure Properties IncGLPI Gaming and Leisure Properties Inc
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 13706.1 Millions
Recent Price: 47.17    
Smart Investing & Trading Score: 20
Day Percent Change: -0.443225%    
Day Change: -0.25
Week Change: -1.83143%    
Year-to-date Change: 2.0%
GLPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLPI to Watchlist:       View:      Get Complete GLPI Trend Analysis ➞

Stock Chart of BlackRock Technology and Private Equity Term TrustBTX BlackRock Technology and Private Equity Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 1497.63 Millions
Recent Price: 6.99    
Smart Investing & Trading Score: 40
Day Percent Change: 1.15774%    
Day Change: -0.04
Week Change: -1.82584%    
Year-to-date Change: 1.9%
BTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTX to Watchlist:       View:      Get Complete BTX Trend Analysis ➞

Stock Chart of Independence Realty Trust IncIRT Independence Realty Trust Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 4325.25 Millions
Recent Price: 17.06    
Smart Investing & Trading Score: 20
Day Percent Change: 0.767868%    
Day Change: -0.12
Week Change: -1.8412%    
Year-to-date Change: -12.2%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of Ventas IncVTR Ventas Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 31644.1 Millions
Recent Price: 67.97    
Smart Investing & Trading Score: 20
Day Percent Change: 0.935551%    
Day Change: 1.15
Week Change: -1.84838%    
Year-to-date Change: 19.0%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorpSCM Stellus Capital Investment Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 420.56 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 40
Day Percent Change: 0.42735%    
Day Change: 0.03
Week Change: -1.87891%    
Year-to-date Change: 8.4%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM 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 Third Coast Bancshares IncTCBX Third Coast Bancshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 554.17 Millions
Recent Price: 41.00    
Smart Investing & Trading Score: 61
Day Percent Change: -0.61%    
Day Change: -0.23
Week Change: -1.88%    
Year-to-date Change: 13.0%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of LTC Properties, IncLTC LTC Properties, Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1686.91 Millions
Recent Price: 35.85    
Smart Investing & Trading Score: 30
Day Percent Change: 0.872257%    
Day Change: 0.27
Week Change: -1.91518%    
Year-to-date Change: 9.4%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 326.15 Millions
Recent Price: 17.91    
Smart Investing & Trading Score: 20
Day Percent Change: -0.33389%    
Day Change: -0.11
Week Change: -1.91676%    
Year-to-date Change: 2.6%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

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