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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%
JPMJPMorgan Chase Banks294.26601.69%24.15%
PXP10  Asset Mgmt12.09601.68%-3.86%
SCHWCharles Schwab Brokerage97.10601.64%31.63%
STTState Street Asset Mgmt109.78601.10%13.69%
SITCSITE Centers REIT - Retail11.13604.70%-27.21%
AFCGAFC Gamma REIT - Specialty4.54604.37%-43.36%
TWOTwo Harbors Mortgage9.98602.04%-9.17%
ACGLArch Capital Insurance88.51600.58%-4.16%
ELSEquity LifeStyle REIT61.43591.94%-7.03%
SAMGSilvercrest Asset Asset Mgmt16.30592.71%-10.30%
CIMChimera  Mortgage13.67581.71%0.48%
LMNDLemonade  Insurance Property & Casualty37.00581.65%0.87%
SVCService Properties REIT2.63581.54%4.49%
HTBKHeritage Commerce Regional Banks9.39581.51%1.43%
AREAlexandria Real REIT - Office77.12581.46%-19.84%
WSBFWaterstone  S&L13.32580.83%1.52%
EVREvercore  Asset Mgmt300.01582.04%8.60%
KKRKKR  Asset Mgmt145.13581.81%-1.76%
MSMorgan Stanley Brokerage141.36581.63%13.19%
EPRTEssential Properties REIT - 30.84570.98%-0.51%
EXPIeXp World Property Mgmt10.11567.27%-11.75%
UEUrban Edge REIT - 19.44562.15%-8.64%
ABRArbor Realty Mortgage11.39561.70%-14.78%
WRLDWorld Acceptance Credit Services158.50562.68%40.96%
DEAEasterly Government REIT - Office22.29562.15%108.45%
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 JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 294.26    
Smart Investing & Trading Score: 60
Day Percent Change: 1.69%    
Day Change: 4.89
Week Change: 1.69%    
Year-to-date Change: 24.2%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of P10, Inc.PX P10, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1300 Millions
Recent Price: 12.09    
Smart Investing & Trading Score: 60
Day Percent Change: 1.68%    
Day Change: 0.2
Week Change: 1.68%    
Year-to-date Change: -3.9%
PX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PX to Watchlist:       View:      Get Complete PX Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 97.10    
Smart Investing & Trading Score: 60
Day Percent Change: 1.64%    
Day Change: 1.57
Week Change: 1.64%    
Year-to-date Change: 31.6%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of State Street CorporationSTT State Street Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 18623 Millions
Recent Price: 109.78    
Smart Investing & Trading Score: 60
Day Percent Change: 1.1%    
Day Change: 1.19
Week Change: 1.1%    
Year-to-date Change: 13.7%
STT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STT to Watchlist:       View:      Get Complete STT Trend Analysis ➞

Stock Chart of SITE Centers Corp.SITC SITE Centers Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1449.54 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 60
Day Percent Change: 4.7%    
Day Change: 0.5
Week Change: 4.7%    
Year-to-date Change: -27.2%
SITC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SITC to Watchlist:       View:      Get Complete SITC Trend Analysis ➞

Stock Chart of AFC Gamma, Inc.AFCG AFC Gamma, Inc.
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 269 Millions
Recent Price: 4.54    
Smart Investing & Trading Score: 60
Day Percent Change: 4.37%    
Day Change: 0.19
Week Change: 4.37%    
Year-to-date Change: -43.4%
AFCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFCG to Watchlist:       View:      Get Complete AFCG Trend Analysis ➞

Stock Chart of Two Harbors Investment Corp.TWO Two Harbors Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1979.59 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 60
Day Percent Change: 2.04%    
Day Change: 0.2
Week Change: 2.04%    
Year-to-date Change: -9.2%
TWO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWO to Watchlist:       View:      Get Complete TWO Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 88.51    
Smart Investing & Trading Score: 60
Day Percent Change: 0.58%    
Day Change: 0.51
Week Change: 0.58%    
Year-to-date Change: -4.2%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of Equity LifeStyle Properties, Inc.ELS Equity LifeStyle Properties, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 9570.61 Millions
Recent Price: 61.43    
Smart Investing & Trading Score: 59
Day Percent Change: 1.94%    
Day Change: 1.17
Week Change: 1.94%    
Year-to-date Change: -7.0%
ELS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ELS to Watchlist:       View:      Get Complete ELS Trend Analysis ➞

Stock Chart of Silvercrest Asset Management Group Inc.SAMG Silvercrest Asset Management Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 116.303 Millions
Recent Price: 16.30    
Smart Investing & Trading Score: 59
Day Percent Change: 2.71%    
Day Change: 0.43
Week Change: 2.71%    
Year-to-date Change: -10.3%
SAMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAMG to Watchlist:       View:      Get Complete SAMG Trend Analysis ➞

Stock Chart of Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 13.67    
Smart Investing & Trading Score: 58
Day Percent Change: 1.71%    
Day Change: 0.23
Week Change: 1.71%    
Year-to-date Change: 0.5%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 37.00    
Smart Investing & Trading Score: 58
Day Percent Change: 1.65%    
Day Change: 0.6
Week Change: 1.65%    
Year-to-date Change: 0.9%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Service Properties TrustSVC Service Properties Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1067.74 Millions
Recent Price: 2.63    
Smart Investing & Trading Score: 58
Day Percent Change: 1.54%    
Day Change: 0.04
Week Change: 1.54%    
Year-to-date Change: 4.5%
SVC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVC to Watchlist:       View:      Get Complete SVC Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 416.129 Millions
Recent Price: 9.39    
Smart Investing & Trading Score: 58
Day Percent Change: 1.51%    
Day Change: 0.14
Week Change: 1.51%    
Year-to-date Change: 1.4%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of Alexandria Real Estate Equities, Inc.ARE Alexandria Real Estate Equities, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 16793.6 Millions
Recent Price: 77.12    
Smart Investing & Trading Score: 58
Day Percent Change: 1.46%    
Day Change: 1.11
Week Change: 1.46%    
Year-to-date Change: -19.8%
ARE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARE to Watchlist:       View:      Get Complete ARE Trend Analysis ➞

Stock Chart of Waterstone Financial, Inc.WSBF Waterstone Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 371.93 Millions
Recent Price: 13.32    
Smart Investing & Trading Score: 58
Day Percent Change: 0.83%    
Day Change: 0.11
Week Change: 0.83%    
Year-to-date Change: 1.5%
WSBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSBF to Watchlist:       View:      Get Complete WSBF Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 300.01    
Smart Investing & Trading Score: 58
Day Percent Change: 2.04%    
Day Change: 6
Week Change: 2.04%    
Year-to-date Change: 8.6%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of KKR & Co. Inc.KKR KKR & Co. Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 17722.5 Millions
Recent Price: 145.13    
Smart Investing & Trading Score: 58
Day Percent Change: 1.81%    
Day Change: 2.58
Week Change: 1.81%    
Year-to-date Change: -1.8%
KKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KKR to Watchlist:       View:      Get Complete KKR Trend Analysis ➞

Stock Chart of Morgan StanleyMS Morgan Stanley
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 55876.7 Millions
Recent Price: 141.36    
Smart Investing & Trading Score: 58
Day Percent Change: 1.63%    
Day Change: 2.27
Week Change: 1.63%    
Year-to-date Change: 13.2%
MS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MS to Watchlist:       View:      Get Complete MS Trend Analysis ➞

Stock Chart of Essential Properties Realty Trust, Inc.EPRT Essential Properties Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1424.43 Millions
Recent Price: 30.84    
Smart Investing & Trading Score: 57
Day Percent Change: 0.98%    
Day Change: 0.3
Week Change: 0.98%    
Year-to-date Change: -0.5%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT Trend Analysis ➞

Stock Chart of eXp World Holdings, Inc.EXPI eXp World Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 448.042 Millions
Recent Price: 10.11    
Smart Investing & Trading Score: 56
Day Percent Change: 7.27%    
Day Change: 0.69
Week Change: 7.27%    
Year-to-date Change: -11.8%
EXPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXPI to Watchlist:       View:      Get Complete EXPI Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 19.44    
Smart Investing & Trading Score: 56
Day Percent Change: 2.15%    
Day Change: 0.41
Week Change: 2.15%    
Year-to-date Change: -8.6%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Arbor Realty Trust, Inc.ABR Arbor Realty Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 648.939 Millions
Recent Price: 11.39    
Smart Investing & Trading Score: 56
Day Percent Change: 1.7%    
Day Change: 0.19
Week Change: 1.7%    
Year-to-date Change: -14.8%
ABR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABR to Watchlist:       View:      Get Complete ABR Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 158.50    
Smart Investing & Trading Score: 56
Day Percent Change: 2.68%    
Day Change: 4.14
Week Change: 2.68%    
Year-to-date Change: 41.0%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of Easterly Government Properties, Inc.DEA Easterly Government Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 1832.56 Millions
Recent Price: 22.29    
Smart Investing & Trading Score: 56
Day Percent Change: 2.15%    
Day Change: 0.47
Week Change: 2.15%    
Year-to-date Change: 108.5%
DEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEA to Watchlist:       View:      Get Complete DEA Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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