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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 %
12Stocks.com
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%
OCCIOFS Credit Closed-End Fund - Debt6.0040-1.80-5.61%
OFCCorporate Office REIT - Office24.1150-1.830.00%
CCAPCrescent Capital Asset Mgmt15.5230-1.83-14.24%
STEPStepStone  Asset Mgmt60.8030-1.845.22%
INVHInvitation Homes REIT29.650-1.85-4.02%
FSDFirst Trust Closed-End Fund - Debt12.2210-1.850.00%
GECCGreat Elm Asset Mgmt11.0820-1.868.67%
ILPTIndustrial Logistics REIT - Industrial6.2780-1.8876.00%
BEKEKE  Real Estate Services19.6960-1.8912.56%
AMPAmeriprise  Asset Mgmt487.650-1.90-7.13%
CCICrown Castle REIT - Specialty93.5710-1.917.73%
BGRBlackrock Energy Closed-End Fund - Equity13.3720-1.9110.35%
DRHDiamondrock Hospitality REIT - Hotel & Motel8.1930-1.92-6.27%
JRSNuveen Real Closed-End Fund - Debt8.1960-1.92-3.53%
CSWCCapital Southwest Asset Mgmt22.3620-1.938.09%
MMACMMA Capital Mortgage19.980-1.960.00%
PSAPublic Storage REIT - Industrial286.5610-1.97-1.43%
TCBITexas Capital Banks - Regional85.2620-1.9811.00%
TCAPTriangle Capital Credit Services12.8660-1.980.00%
UBAUrstadt Biddle REIT - Retail12.860-1.980.00%
PCHPotlatchDeltic Corp REIT - Specialty40.5120-2.015.87%
BCSFBain Capital Asset Mgmt15.1510-2.01-8.72%
AMHAmerican Homes REIT33.440-2.02-7.45%
HTHHilltop  Financial Conglomerates33.9430-2.0221.77%
HRTGHeritage Insurance Insurance - Property & Casualty24.0960-2.0397.14%
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 OFS Credit Company IncOCCI OFS Credit Company Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.76 Millions
Recent Price: 6.00    
Smart Investing & Trading Score: 40
Day Percent Change: -1.80033%    
Day Change: 0.05
Week Change: 0.502513%    
Year-to-date Change: -5.6%
OCCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCCI to Watchlist:       View:      Get Complete OCCI Trend Analysis ➞

Stock Chart of Corporate Office Properties TrustOFC Corporate Office Properties Trust
Sector: Financials
SubSector: REIT - Office
MarketCap: 2015.76 Millions
Recent Price: 24.11    
Smart Investing & Trading Score: 50
Day Percent Change: -1.83225%    
Day Change: -9999
Week Change: 2.33447%    
Year-to-date Change: 0.0%
OFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFC to Watchlist:       View:      Get Complete OFC Trend Analysis ➞

Stock Chart of Crescent Capital BDC IncCCAP Crescent Capital BDC Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 590.76 Millions
Recent Price: 15.52    
Smart Investing & Trading Score: 30
Day Percent Change: -1.83428%    
Day Change: -0.03
Week Change: -2.63488%    
Year-to-date Change: -14.2%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP Trend Analysis ➞

Stock Chart of StepStone Group IncSTEP StepStone Group Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 7189.68 Millions
Recent Price: 60.80    
Smart Investing & Trading Score: 30
Day Percent Change: -1.84049%    
Day Change: 0.14
Week Change: -0.164204%    
Year-to-date Change: 5.2%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of Invitation Homes IncINVH Invitation Homes Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 18543.5 Millions
Recent Price: 29.65    
Smart Investing & Trading Score: 0
Day Percent Change: -1.85369%    
Day Change: -0.52
Week Change: -1.98347%    
Year-to-date Change: -4.0%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 12.22    
Smart Investing & Trading Score: 10
Day Percent Change: -1.84739%    
Day Change: -9999
Week Change: -0.407498%    
Year-to-date Change: 0.0%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of Great Elm Capital CorpGECC Great Elm Capital Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 145.17 Millions
Recent Price: 11.08    
Smart Investing & Trading Score: 20
Day Percent Change: -1.86005%    
Day Change: 0
Week Change: -1.86005%    
Year-to-date Change: 8.7%
GECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GECC to Watchlist:       View:      Get Complete GECC Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 407.3 Millions
Recent Price: 6.27    
Smart Investing & Trading Score: 80
Day Percent Change: -1.87793%    
Day Change: -0.17
Week Change: 2.11726%    
Year-to-date Change: 76.0%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of KE Holdings Inc ADRBEKE KE Holdings Inc ADR
Sector: Financials
SubSector: Real Estate Services
MarketCap: 20791.6 Millions
Recent Price: 19.69    
Smart Investing & Trading Score: 60
Day Percent Change: -1.89337%    
Day Change: -0.04
Week Change: 3.68615%    
Year-to-date Change: 12.6%
BEKE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEKE to Watchlist:       View:      Get Complete BEKE Trend Analysis ➞

Stock Chart of Ameriprise Financial IncAMP Ameriprise Financial Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 46125.2 Millions
Recent Price: 487.65    
Smart Investing & Trading Score: 0
Day Percent Change: -1.89708%    
Day Change: -6.01
Week Change: -0.333143%    
Year-to-date Change: -7.1%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Crown Castle IncCCI Crown Castle Inc
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 41870.4 Millions
Recent Price: 93.57    
Smart Investing & Trading Score: 10
Day Percent Change: -1.90796%    
Day Change: -1.85
Week Change: -2.68331%    
Year-to-date Change: 7.7%
CCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCI to Watchlist:       View:      Get Complete CCI Trend Analysis ➞

Stock Chart of Blackrock Energy & Resources TrustBGR Blackrock Energy & Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 343.15 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 20
Day Percent Change: -1.90756%    
Day Change: 0
Week Change: -0.816024%    
Year-to-date Change: 10.4%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Diamondrock Hospitality CoDRH Diamondrock Hospitality Co
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 1767.32 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 30
Day Percent Change: -1.91617%    
Day Change: 0.01
Week Change: -4.54545%    
Year-to-date Change: -6.3%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 236.34 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 60
Day Percent Change: -1.91617%    
Day Change: -0.04
Week Change: 1.99253%    
Year-to-date Change: -3.5%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Capital Southwest CorpCSWC Capital Southwest Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 1277.23 Millions
Recent Price: 22.36    
Smart Investing & Trading Score: 20
Day Percent Change: -1.92982%    
Day Change: 0
Week Change: -2.61324%    
Year-to-date Change: 8.1%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of MMA Capital Holdings, Inc.MMAC MMA Capital Holdings, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 147.939 Millions
Recent Price: 19.98    
Smart Investing & Trading Score: 0
Day Percent Change: -1.96271%    
Day Change: -9999
Week Change: -28.0519%    
Year-to-date Change: 0.0%
MMAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMAC to Watchlist:       View:      Get Complete MMAC Trend Analysis ➞

Stock Chart of Public StoragePSA Public Storage
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 52249.9 Millions
Recent Price: 286.56    
Smart Investing & Trading Score: 10
Day Percent Change: -1.97044%    
Day Change: -5.11
Week Change: -3.77435%    
Year-to-date Change: -1.4%
PSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSA to Watchlist:       View:      Get Complete PSA Trend Analysis ➞

Stock Chart of Texas Capital Bancshares, IncTCBI Texas Capital Bancshares, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 3958.74 Millions
Recent Price: 85.26    
Smart Investing & Trading Score: 20
Day Percent Change: -1.97747%    
Day Change: -0.39
Week Change: -1.45631%    
Year-to-date Change: 11.0%
TCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBI to Watchlist:       View:      Get Complete TCBI Trend Analysis ➞

Stock Chart of Triangle Capital CorporationTCAP Triangle Capital Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 757.02 Millions
Recent Price: 12.86    
Smart Investing & Trading Score: 60
Day Percent Change: -1.98171%    
Day Change: -9999
Week Change: 61.761%    
Year-to-date Change: 0.0%
TCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCAP to Watchlist:       View:      Get Complete TCAP Trend Analysis ➞

Stock Chart of Urstadt Biddle Properties Inc.UBA Urstadt Biddle Properties Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 508.914 Millions
Recent Price: 12.86    
Smart Investing & Trading Score: 0
Day Percent Change: -1.98171%    
Day Change: -9999
Week Change: -39.1675%    
Year-to-date Change: 0.0%
UBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBA to Watchlist:       View:      Get Complete UBA Trend Analysis ➞

Stock Chart of PotlatchDeltic CorpPCH PotlatchDeltic Corp
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 3313.25 Millions
Recent Price: 40.51    
Smart Investing & Trading Score: 20
Day Percent Change: -2.00774%    
Day Change: -0.35
Week Change: -5.50502%    
Year-to-date Change: 5.9%
PCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCH to Watchlist:       View:      Get Complete PCH Trend Analysis ➞

Stock Chart of Bain Capital Specialty Finance IncBCSF Bain Capital Specialty Finance Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 1016.49 Millions
Recent Price: 15.15    
Smart Investing & Trading Score: 10
Day Percent Change: -2.00517%    
Day Change: -0.02
Week Change: -3.31844%    
Year-to-date Change: -8.7%
BCSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSF to Watchlist:       View:      Get Complete BCSF Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 12926.2 Millions
Recent Price: 33.44    
Smart Investing & Trading Score: 0
Day Percent Change: -2.02168%    
Day Change: -0.73
Week Change: -4.04591%    
Year-to-date Change: -7.5%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of Hilltop Holdings IncHTH Hilltop Holdings Inc
Sector: Financials
SubSector: Financial Conglomerates
MarketCap: 2221.44 Millions
Recent Price: 33.94    
Smart Investing & Trading Score: 30
Day Percent Change: -2.02079%    
Day Change: 0.16
Week Change: -3.74362%    
Year-to-date Change: 21.8%
HTH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTH to Watchlist:       View:      Get Complete HTH Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings IncHRTG Heritage Insurance Holdings Inc
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 747.21 Millions
Recent Price: 24.09    
Smart Investing & Trading Score: 60
Day Percent Change: -2.03335%    
Day Change: 0.15
Week Change: 0%    
Year-to-date Change: 97.1%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

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