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Best Financial Stocks

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 PriceTrend ScoreChange %YTD Change%
BPYBrookfield Property Real Estatet1.08100.00%0.00%
OMAMOM Asset Asset Mgmt15.35100.00%0.00%
SBCPSunshine Bancorp Regional Banks0.17100.00%0.00%
OCCIOFS Credit Closed-End Fund - Debt5.77100.00%-9.22%
KMFKayne Anderson Closed-End Fund - Equity6.71100.00%0.00%
EHTEaton Vance Asset Mgmt9.84100.00%0.00%
FIVFirst Trust Asset Mgmt0.52100.00%0.00%
ECCBEagle Point Asset Mgmt24.99100.00%0.00%
AMTRETRACS Alerian Exchange Traded Fund76.66100.00%0.00%
GTYGetty Realty REIT - Retail27.7810-0.04%-3.02%
PSAPublic Storage REIT - Industrial283.7910-0.12%-2.38%
CHFCChemical  Regional Banks27.7710-0.14%0.00%
ERIEErie Indemnity Insurance319.6210-0.23%-21.10%
BGXBlackstone Long-Short Closed-End Fund - Debt12.3610-0.24%2.19%
NSANational Storage REIT - Industrial30.6210-0.26%-15.41%
SKWDSkyward Specialty Insurance - Property & Casualty47.8910-0.30%-2.18%
FCTFirst Trust Closed-End Fund - Debt9.9210-0.30%2.49%
BUIBlackRock Utility Closed-End Fund - Equity25.7010-0.31%16.09%
NYMTLNew York REIT - Mortgage21.8210-0.32%-0.34%
NAZNuveen Arizona Closed-End Fund - Debt11.6610-0.40%6.47%
PMTPennymac Mortgage REIT - Mortgage12.1910-0.41%3.38%
ETJEaton Vance Closed-End Fund - Equity8.9110-0.45%1.66%
CVLYCodorus Valley Regional Banks10.7910-0.46%0.00%
HEQJohn Hancock Closed-End Fund - Equity10.5110-0.47%7.22%
EVBSEastern Virginia Regional Banks3.5210-0.56%0.00%
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 Brookfield Property Partners L.P.BPY Brookfield Property Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 4511.09 Millions
Recent Price: 1.08    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
BPY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPY to Watchlist:       View:      Get Complete BPY Trend Analysis ➞

Stock Chart of OM Asset Management plcOMAM OM Asset Management plc
Sector: Financials
SubSector: Asset Management
MarketCap: 1718.41 Millions
Recent Price: 15.35    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
OMAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OMAM to Watchlist:       View:      Get Complete OMAM Trend Analysis ➞

Stock Chart of Sunshine Bancorp, Inc.SBCP Sunshine Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 154.09 Millions
Recent Price: 0.17    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -93.3594%    
Year-to-date Change: 0.0%
SBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBCP to Watchlist:       View:      Get Complete SBCP Trend Analysis ➞

Stock Chart of OFS Credit Company IncOCCI OFS Credit Company Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.76 Millions
Recent Price: 5.77    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: 0.05
Week Change: -3.83333%    
Year-to-date Change: -9.2%
OCCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCCI to Watchlist:       View:      Get Complete OCCI Trend Analysis ➞

Stock Chart of Kayne Anderson Midstream/Energy Fund, Inc.KMF Kayne Anderson Midstream/Energy Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 117.947 Millions
Recent Price: 6.71    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -6.21508%    
Year-to-date Change: 0.0%
KMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMF to Watchlist:       View:      Get Complete KMF Trend Analysis ➞

Stock Chart of Eaton Vance High Income 2021 Target Term TrustEHT Eaton Vance High Income 2021 Target Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 172.703 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
EHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHT to Watchlist:       View:      Get Complete EHT Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate 2022 Target Term FundFIV First Trust Senior Floating Rate 2022 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 222.803 Millions
Recent Price: 0.52    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -17.4603%    
Year-to-date Change: 0.0%
FIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIV to Watchlist:       View:      Get Complete FIV Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCB Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 394.603 Millions
Recent Price: 24.99    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -0.04%    
Year-to-date Change: 0.0%
ECCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCB to Watchlist:       View:      Get Complete ECCB Trend Analysis ➞

Stock Chart of ETRACS Alerian Midstream Energy Total Return Index ETNAMTR ETRACS Alerian Midstream Energy Total Return Index ETN
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 76.66    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: -2.44585%    
Year-to-date Change: 0.0%
AMTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTR to Watchlist:       View:      Get Complete AMTR 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 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 Chemical Financial CorporationCHFC Chemical Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 3828.63 Millions
Recent Price: 27.77    
Smart Investing & Trading Score: 10
Day Percent Change: -0.143833%    
Day Change: -9999
Week Change: -2.1494%    
Year-to-date Change: 0.0%
CHFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHFC to Watchlist:       View:      Get Complete CHFC Trend Analysis ➞

Stock Chart of Erie Indemnity CoERIE Erie Indemnity Co
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 15604.3 Millions
Recent Price: 319.62    
Smart Investing & Trading Score: 10
Day Percent Change: -0.234104%    
Day Change: -4.46
Week Change: -3.14545%    
Year-to-date Change: -21.1%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Blackstone Long-Short Credit Income FundBGX Blackstone Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 159.74 Millions
Recent Price: 12.36    
Smart Investing & Trading Score: 10
Day Percent Change: -0.242131%    
Day Change: -0.03
Week Change: -1.04083%    
Year-to-date Change: 2.2%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of National Storage Affiliates TrustNSA National Storage Affiliates Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4502.32 Millions
Recent Price: 30.62    
Smart Investing & Trading Score: 10
Day Percent Change: -0.260586%    
Day Change: -0.07
Week Change: -4.13275%    
Year-to-date Change: -15.4%
NSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NSA to Watchlist:       View:      Get Complete NSA Trend Analysis ➞

Stock Chart of Skyward Specialty Insurance Group IncSKWD Skyward Specialty Insurance Group Inc
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 2033.64 Millions
Recent Price: 47.89    
Smart Investing & Trading Score: 10
Day Percent Change: -0.3%    
Day Change: -0.15
Week Change: 1.85%    
Year-to-date Change: -2.2%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of First Trust Senior Floting Rate Income Fund IIFCT First Trust Senior Floting Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 262.69 Millions
Recent Price: 9.92    
Smart Investing & Trading Score: 10
Day Percent Change: -0.301508%    
Day Change: 0.03
Week Change: -0.130877%    
Year-to-date Change: 2.5%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of BlackRock Utility Infrastructure & Power Opportunities TrustBUI BlackRock Utility Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.73 Millions
Recent Price: 25.70    
Smart Investing & Trading Score: 10
Day Percent Change: -0.310318%    
Day Change: -0.08
Week Change: -4.99076%    
Year-to-date Change: 16.1%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 21.82    
Smart Investing & Trading Score: 10
Day Percent Change: -0.319781%    
Day Change: 0.02
Week Change: -0.365297%    
Year-to-date Change: -0.3%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of Nuveen Arizona Quality Municipal Income FundNAZ Nuveen Arizona Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.03 Millions
Recent Price: 11.66    
Smart Investing & Trading Score: 10
Day Percent Change: -0.397096%    
Day Change: 0
Week Change: -0.0556984%    
Year-to-date Change: 6.5%
NAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAZ to Watchlist:       View:      Get Complete NAZ 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 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 Codorus Valley Bancorp, Inc.CVLY Codorus Valley Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 173.799 Millions
Recent Price: 10.79    
Smart Investing & Trading Score: 10
Day Percent Change: -0.461255%    
Day Change: -9999
Week Change: -52.8821%    
Year-to-date Change: 0.0%
CVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVLY to Watchlist:       View:      Get Complete CVLY Trend Analysis ➞

Stock Chart of John Hancock Diversified Income FundHEQ John Hancock Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 130.37 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 10
Day Percent Change: -0.473485%    
Day Change: -0.02
Week Change: -2.86506%    
Year-to-date Change: 7.2%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Eastern Virginia Bankshares, Inc.EVBS Eastern Virginia Bankshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 141.64 Millions
Recent Price: 3.52    
Smart Investing & Trading Score: 10
Day Percent Change: -0.564972%    
Day Change: -9999
Week Change: -64.7295%    
Year-to-date Change: 0.0%
EVBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVBS to Watchlist:       View:      Get Complete EVBS Trend Analysis ➞

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