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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 16, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 30 (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 50 and hence a deterioration of trend.

 Year To Date Performance: 12.1335 %
 Weekly Performance: 1.14943 %
 Daily Performance: -0.223048 %
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Financial Sector Trend
30 / 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%
NOAHNoah  Asset Mgmt11.6510-1.2714.46%
SYBTStock Yards Banks - Regional75.910-1.278.89%
CLDTChatham Lodging REIT - Hotel & Motel7.0230-1.27-18.10%
OCFCOceanFirst  Banks - Regional17.8930-1.273.99%
ESGROEnstar  Insurance19.2120-1.28-2.14%
GLADGladstone Capital Closed-End Fund - Debt23.2120-1.28-16.78%
EDFVirtus Stone Closed-End Fund - Foreign5.0010-1.2815.01%
LADRLadder Capital REIT - Mortgage11.4730-1.297.24%
RWTRedwood Trust REIT - Mortgage6.1450-1.290.61%
GSHDGoosehead Insurance Insurance79.6320-1.29-20.02%
BBDCBarings BDC Asset Mgmt9.1820-1.291.29%
VLYValley National Banks - Regional10.6550-1.3022.32%
AUBAtlantic Union Banks - Regional34.9640-1.30-2.35%
CMECME  Financial Data & Stock Exchanges258.880-1.3112.30%
FANHFanhua  Insurance1.5110-1.310.00%
SARSaratoga  Asset Mgmt24.1910-1.318.27%
BITBlackRock Multi-Sector Closed-End Fund - Debt13.6110-1.31-0.80%
AMTAmerican Tower REIT - Specialty192.500-1.328.05%
AMNBAmerican National Regional Banks6.750-1.320.00%
HQHabrdn Healthcare Closed-End Fund - Equity16.4630-1.321.42%
ACGLNArch Capital Insurance - 17.9640-1.320.23%
EWBCEast West Banks - Regional107.9250-1.3316.41%
SHOSunstone Hotel REIT - Hotel & Motel9.6570-1.33-15.52%
PJTPJT Partners Capital Markets181.3760-1.3316.22%
NBHCNational Bank Banks - Regional37.9620-1.33-8.37%
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 12.1335% and is currently underperforming the overall market by -1.2673% 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: Good
Overall Trend Score: 30
YTD Performance: 12.1335%
**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[299%] Metalpha Technology[206%] Robinhood Markets[191%]
Better Home[187%] Mr. Cooper[134%] LoanDepot [131%]
Banco Santander[131%] IHS Holding[125%] Cipher Mining[125%]
Deutsche Bank[124%] Banco Bilbao[110%]
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[-73%] Grupo Supervielle[-67%]
Banco Macro[-61%] BBVA Argentina[-60%] Grupo Financiero[-57%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-52%]
.
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
PIMCO California[100] Torchmark [100] PIMCO California[100]
Triumph Bancorp[100] Lemonade [100] PIMCO Municipal[100]
Better Home[100] PIMCO Municipal[100] SuRo Capital[100]
Front Yard[100] Atlanticus [100] National General[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 Noah Holdings Ltd ADRNOAH Noah Holdings Ltd ADR
Sector: Financials
SubSector: Asset Management
MarketCap: 805.6 Millions
Recent Price: 11.65    
Smart Investing & Trading Score: 10
Day Percent Change: -1.27119%    
Day Change: 0.07
Week Change: -5.05297%    
Year-to-date Change: 14.5%
NOAH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NOAH to Watchlist:       View:      Get Complete NOAH Trend Analysis ➞

Stock Chart of Stock Yards Bancorp IncSYBT Stock Yards Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 2339 Millions
Recent Price: 75.91    
Smart Investing & Trading Score: 0
Day Percent Change: -1.27455%    
Day Change: -0.12
Week Change: -4.34728%    
Year-to-date Change: 8.9%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 362.93 Millions
Recent Price: 7.02    
Smart Investing & Trading Score: 30
Day Percent Change: -1.26582%    
Day Change: 0
Week Change: -5.26316%    
Year-to-date Change: -18.1%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of OceanFirst Financial CorpOCFC OceanFirst Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1052.45 Millions
Recent Price: 17.89    
Smart Investing & Trading Score: 30
Day Percent Change: -1.26932%    
Day Change: -0.13
Week Change: -2.45365%    
Year-to-date Change: 4.0%
OCFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCFC to Watchlist:       View:      Get Complete OCFC 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 Gladstone Capital CorpGLAD Gladstone Capital Corp
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 581.69 Millions
Recent Price: 23.21    
Smart Investing & Trading Score: 20
Day Percent Change: -1.27605%    
Day Change: 0.02
Week Change: -10.9021%    
Year-to-date Change: -16.8%
GLAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLAD to Watchlist:       View:      Get Complete GLAD Trend Analysis ➞

Stock Chart of Virtus Stone Harbor Emerging Markets Income FundEDF Virtus Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 159.39 Millions
Recent Price: 5.00    
Smart Investing & Trading Score: 10
Day Percent Change: -1.28332%    
Day Change: -0.04
Week Change: -2.81827%    
Year-to-date Change: 15.0%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1505.31 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 30
Day Percent Change: -1.29088%    
Day Change: -0.13
Week Change: -2.87892%    
Year-to-date Change: 7.2%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of Redwood Trust IncRWT Redwood Trust Inc
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 823.15 Millions
Recent Price: 6.14    
Smart Investing & Trading Score: 50
Day Percent Change: -1.28617%    
Day Change: -0.18
Week Change: -3.61068%    
Year-to-date Change: 0.6%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT Trend Analysis ➞

Stock Chart of Goosehead Insurance IncGSHD Goosehead Insurance Inc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 3124.45 Millions
Recent Price: 79.63    
Smart Investing & Trading Score: 20
Day Percent Change: -1.2892%    
Day Change: -1.93
Week Change: -4.27936%    
Year-to-date Change: -20.0%
GSHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSHD to Watchlist:       View:      Get Complete GSHD Trend Analysis ➞

Stock Chart of Barings BDC IncBBDC Barings BDC Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 987.44 Millions
Recent Price: 9.18    
Smart Investing & Trading Score: 20
Day Percent Change: -1.29032%    
Day Change: 0
Week Change: -2.23642%    
Year-to-date Change: 1.3%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of Valley National BancorpVLY Valley National Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 6005.81 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 50
Day Percent Change: -1.2975%    
Day Change: -0.07
Week Change: -0.745573%    
Year-to-date Change: 22.3%
VLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VLY to Watchlist:       View:      Get Complete VLY Trend Analysis ➞

Stock Chart of Atlantic Union Bankshares CorpAUB Atlantic Union Bankshares Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5094.77 Millions
Recent Price: 34.96    
Smart Investing & Trading Score: 40
Day Percent Change: -1.2987%    
Day Change: -0.33
Week Change: -2.20979%    
Year-to-date Change: -2.4%
AUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUB to Watchlist:       View:      Get Complete AUB Trend Analysis ➞

Stock Chart of CME Group IncCME CME Group Inc
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 94398 Millions
Recent Price: 258.88    
Smart Investing & Trading Score: 0
Day Percent Change: -1.30576%    
Day Change: -2.57
Week Change: -1.17012%    
Year-to-date Change: 12.3%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 1.51    
Smart Investing & Trading Score: 10
Day Percent Change: -1.30719%    
Day Change: -9999
Week Change: -7.92683%    
Year-to-date Change: 0.0%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of Saratoga Investment CorpSAR Saratoga Investment Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 395.45 Millions
Recent Price: 24.19    
Smart Investing & Trading Score: 10
Day Percent Change: -1.30559%    
Day Change: 0.02
Week Change: -2.42033%    
Year-to-date Change: 8.3%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 567.75 Millions
Recent Price: 13.61    
Smart Investing & Trading Score: 10
Day Percent Change: -1.30529%    
Day Change: -0.2
Week Change: 0.294768%    
Year-to-date Change: -0.8%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of American Tower CorpAMT American Tower Corp
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 92863.6 Millions
Recent Price: 192.50    
Smart Investing & Trading Score: 0
Day Percent Change: -1.32253%    
Day Change: -3.16
Week Change: -2.93465%    
Year-to-date Change: 8.1%
AMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMT to Watchlist:       View:      Get Complete AMT Trend Analysis ➞

Stock Chart of American National Bankshares Inc.AMNB American National Bankshares Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 6.75    
Smart Investing & Trading Score: 0
Day Percent Change: -1.31579%    
Day Change: -9999
Week Change: -85.914%    
Year-to-date Change: 0.0%
AMNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMNB to Watchlist:       View:      Get Complete AMNB Trend Analysis ➞

Stock Chart of abrdn Healthcare InvestorsHQH abrdn Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 912.43 Millions
Recent Price: 16.46    
Smart Investing & Trading Score: 30
Day Percent Change: -1.31894%    
Day Change: 0.04
Week Change: -2.83353%    
Year-to-date Change: 1.4%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 17.96    
Smart Investing & Trading Score: 40
Day Percent Change: -1.31868%    
Day Change: -0.17
Week Change: 1.41163%    
Year-to-date Change: 0.2%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of East West Bancorp, IncEWBC East West Bancorp, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 14826.2 Millions
Recent Price: 107.92    
Smart Investing & Trading Score: 50
Day Percent Change: -1.3348%    
Day Change: -0.91
Week Change: 0.320706%    
Year-to-date Change: 16.4%
EWBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EWBC to Watchlist:       View:      Get Complete EWBC Trend Analysis ➞

Stock Chart of Sunstone Hotel Investors IncSHO Sunstone Hotel Investors Inc
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 1816.11 Millions
Recent Price: 9.65    
Smart Investing & Trading Score: 70
Day Percent Change: -1.32924%    
Day Change: 0.06
Week Change: 0.941423%    
Year-to-date Change: -15.5%
SHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHO to Watchlist:       View:      Get Complete SHO Trend Analysis ➞

Stock Chart of PJT Partners IncPJT PJT Partners Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 6267.7 Millions
Recent Price: 181.37    
Smart Investing & Trading Score: 60
Day Percent Change: -1.32746%    
Day Change: -1.45
Week Change: 0.716348%    
Year-to-date Change: 16.2%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of National Bank Holdings CorpNBHC National Bank Holdings Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1488.73 Millions
Recent Price: 37.96    
Smart Investing & Trading Score: 20
Day Percent Change: -1.32571%    
Day Change: 0
Week Change: -2.99003%    
Year-to-date Change: -8.4%
NBHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBHC to Watchlist:       View:      Get Complete NBHC Trend Analysis ➞

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