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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

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):

JPMorgan Chase 60	Citi 43	Goldman Sachs 83
Wells Fargo 26	American Express 43	Bank of America 26
Morgan Stanley 58	Mastercard 64	Visa 0
American 32	Travelers 42	PNC 53
Capital One 36	BlackRock 76	Simon Property 48
CME 77	Allstate 64	PayPal 17

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

Ticker	Stock Name	Watchlist	Category	Recent Price	Smart Investing & Trading Score	Change %	Weekly Change%
AON	Aon		Insurance	360.40	64	1.96%	1.96%
NLY	Annaly Capital		Mortgage	20.91	100	1.95%	1.95%
ELS	Equity LifeStyle		REIT	61.43	59	1.94%	1.94%
JLL	Jones Lang		Property Mgmt	270.43	78	1.91%	1.91%
ATLC	Atlanticus		Credit Services	48.93	30	1.90%	1.90%
IVZ	Invesco		Asset Mgmt	21.00	70	1.89%	1.89%
FIHL	Fidelis Insurance		Insurance -	15.15	32	1.88%	1.88%
UVSP	Univest		Regional Banks	28.65	18	1.88%	1.88%
WAFD	Washington Federal		S&L	29.41	68	1.87%	1.87%
PFSI	PennyMac		Mortgage	97.63	78	1.86%	1.86%
FBNC	First Bancorp		Regional Banks	49.26	63	1.86%	1.86%
VLY	Valley National		Regional Banks	9.35	56	1.85%	1.85%
TPL	Texas Pacific		Real Estatet	952.04	22	1.84%	1.84%
HBCP	Home Bancorp		S&L	51.86	43	1.83%	1.83%
CBU	Community Bank		Regional Banks	52.40	17	1.83%	1.83%
COR	CoreSite Realty		REIT - Office	293.64	75	1.83%	1.83%
NDAQ	Nasdaq		Investments	96.91	90	1.83%	1.83%
INBK	First Internet		Regional Banks	21.85	17	1.82%	1.82%
ONB	Old National		Regional Banks	20.77	23	1.81%	1.81%
KKR	KKR		Asset Mgmt	145.13	58	1.81%	1.81%
TRV	Travelers		Insurance	263.00	42	1.81%	1.81%
EQH	Equitable		Insurance	50.99	32	1.80%	1.80%
ACRE	Ares Commercial		Mortgage	4.52	50	1.80%	1.80%
CPF	Central Pacific		Regional Banks	26.62	38	1.80%	1.80%
BANR	Banner		Regional Banks	62.18	43	1.80%	1.80%

For chart view version of above stock list: Chart View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575
	Click To Change The Sort Order: By Market Cap or Company Size 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

Ticker	ETF Name	Watchlist	Recent Price	Smart Investing & Trading Score	Change %	Week %	Year-to-date %
XLF	Financial		51.91	33	0.99	0.99	7.8%
IAI	Broker-Dealers & Secs		174.97	63	2.34	2.34	21.82%
KBE	Bank		55.98	43	1.3	1.3	1.64%
FAS	Financial Bull 3X		161.82	33	2.91	2.91	7.48%
FAZ	Financial Bear 3X		4.54	62	-2.78	-2.78	-27.4%
UYG	Financials		92.87	26	1.72	1.72	9%
KIE	Insurance		56.42	25	1.27	1.27	0.32%

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 (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.

	AON Aon plc
	Sector: Financials
	SubSector: Insurance Brokers
	MarketCap: 36870.1 Millions
	Recent Price: 360.40 Smart Investing & Trading Score: 64
	Day Percent Change: 1.96% Day Change: 6.94
	Week Change: 1.96% Year-to-date Change: 0.5%
AON Links: Profile News Message Board
Charts:- Daily , Weekly
Add AON to Watchlist: View: Get Complete AON Trend Analysis ➞

	NLY Annaly Capital Management, Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 9127.79 Millions
	Recent Price: 20.91 Smart Investing & Trading Score: 100
	Day Percent Change: 1.95% Day Change: 0.4
	Week Change: 1.95% Year-to-date Change: 18.3%
NLY Links: Profile News Message Board
Charts:- Daily , Weekly
Add NLY to Watchlist: View: Get Complete NLY Trend Analysis ➞

	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 ➞

	JLL Jones Lang LaSalle Incorporated
	Sector: Financials
	SubSector: Property Management
	MarketCap: 5259.32 Millions
	Recent Price: 270.43 Smart Investing & Trading Score: 78
	Day Percent Change: 1.91% Day Change: 5.08
	Week Change: 1.91% Year-to-date Change: 6.8%
JLL Links: Profile News Message Board
Charts:- Daily , Weekly
Add JLL to Watchlist: View: Get Complete JLL Trend Analysis ➞

	ATLC Atlanticus Holdings Corporation
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 122.008 Millions
	Recent Price: 48.93 Smart Investing & Trading Score: 30
	Day Percent Change: 1.9% Day Change: 0.91
	Week Change: 1.9% Year-to-date Change: -12.3%
ATLC Links: Profile News Message Board
Charts:- Daily , Weekly
Add ATLC to Watchlist: View: Get Complete ATLC Trend Analysis ➞

	IVZ Invesco Ltd.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 4578.23 Millions
	Recent Price: 21.00 Smart Investing & Trading Score: 70
	Day Percent Change: 1.89% Day Change: 0.39
	Week Change: 1.89% Year-to-date Change: 21.5%
IVZ Links: Profile News Message Board
Charts:- Daily , Weekly
Add IVZ to Watchlist: View: Get Complete IVZ Trend Analysis ➞

	FIHL Fidelis Insurance Holdings Limited
	Sector: Financials
	SubSector: Insurance - Diversified
	MarketCap: 1590 Millions
	Recent Price: 15.15 Smart Investing & Trading Score: 32
	Day Percent Change: 1.88% Day Change: 0.28
	Week Change: 1.88% Year-to-date Change: -15.9%
FIHL Links: Profile News Message Board
Charts:- Daily , Weekly
Add FIHL to Watchlist: View: Get Complete FIHL Trend Analysis ➞

	UVSP Univest Financial Corporation
	Sector: Financials
	SubSector: Regional - Northeast Banks
	MarketCap: 467.999 Millions
	Recent Price: 28.65 Smart Investing & Trading Score: 18
	Day Percent Change: 1.88% Day Change: 0.53
	Week Change: 1.88% Year-to-date Change: -2.3%
UVSP Links: Profile News Message Board
Charts:- Daily , Weekly
Add UVSP to Watchlist: View: Get Complete UVSP Trend Analysis ➞

	WAFD Washington Federal, Inc.
	Sector: Financials
	SubSector: Savings & Loans
	MarketCap: 2219.2 Millions
	Recent Price: 29.41 Smart Investing & Trading Score: 68
	Day Percent Change: 1.87% Day Change: 0.54
	Week Change: 1.87% Year-to-date Change: -8.0%
WAFD Links: Profile News Message Board
Charts:- Daily , Weekly
Add WAFD to Watchlist: View: Get Complete WAFD Trend Analysis ➞

	PFSI PennyMac Financial Services, Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 1588.09 Millions
	Recent Price: 97.63 Smart Investing & Trading Score: 78
	Day Percent Change: 1.86% Day Change: 1.78
	Week Change: 1.86% Year-to-date Change: -4.1%
PFSI Links: Profile News Message Board
Charts:- Daily , Weekly
Add PFSI to Watchlist: View: Get Complete PFSI Trend Analysis ➞

	FBNC First Bancorp
	Sector: Financials
	SubSector: Regional - Mid-Atlantic Banks
	MarketCap: 664.959 Millions
	Recent Price: 49.26 Smart Investing & Trading Score: 63
	Day Percent Change: 1.86% Day Change: 0.9
	Week Change: 1.86% Year-to-date Change: 12.7%
FBNC Links: Profile News Message Board
Charts:- Daily , Weekly
Add FBNC to Watchlist: View: Get Complete FBNC Trend Analysis ➞

	VLY Valley National Bancorp
	Sector: Financials
	SubSector: Regional - Northeast Banks
	MarketCap: 2843.09 Millions
	Recent Price: 9.35 Smart Investing & Trading Score: 56
	Day Percent Change: 1.85% Day Change: 0.17
	Week Change: 1.85% Year-to-date Change: 4.5%
VLY Links: Profile News Message Board
Charts:- Daily , Weekly
Add VLY to Watchlist: View: Get Complete VLY Trend Analysis ➞

	TPL Texas Pacific Land Trust
	Sector: Financials
	SubSector: Real Estate Development
	MarketCap: 3052.29 Millions
	Recent Price: 952.04 Smart Investing & Trading Score: 22
	Day Percent Change: 1.84% Day Change: 17.24
	Week Change: 1.84% Year-to-date Change: -13.8%
TPL Links: Profile News Message Board
Charts:- Daily , Weekly
Add TPL to Watchlist: View: Get Complete TPL Trend Analysis ➞

	HBCP Home Bancorp, Inc.
	Sector: Financials
	SubSector: Savings & Loans
	MarketCap: 206.83 Millions
	Recent Price: 51.86 Smart Investing & Trading Score: 43
	Day Percent Change: 1.83% Day Change: 0.93
	Week Change: 1.83% Year-to-date Change: 12.8%
HBCP Links: Profile News Message Board
Charts:- Daily , Weekly
Add HBCP to Watchlist: View: Get Complete HBCP Trend Analysis ➞

	CBU Community Bank System, Inc.
	Sector: Financials
	SubSector: Regional - Midwest Banks
	MarketCap: 2787.8 Millions
	Recent Price: 52.40 Smart Investing & Trading Score: 17
	Day Percent Change: 1.83% Day Change: 0.94
	Week Change: 1.83% Year-to-date Change: -14.3%
CBU Links: Profile News Message Board
Charts:- Daily , Weekly
Add CBU to Watchlist: View: Get Complete CBU Trend Analysis ➞

	COR CoreSite Realty Corporation
	Sector: Financials
	SubSector: REIT - Office
	MarketCap: 4164.46 Millions
	Recent Price: 293.64 Smart Investing & Trading Score: 75
	Day Percent Change: 1.83% Day Change: 5.29
	Week Change: 1.83% Year-to-date Change: 31.0%
COR Links: Profile News Message Board
Charts:- Daily , Weekly
Add COR to Watchlist: View: Get Complete COR Trend Analysis ➞

	NDAQ Nasdaq, Inc.
	Sector: Financials
	SubSector: Diversified Investments
	MarketCap: 14885.2 Millions
	Recent Price: 96.91 Smart Investing & Trading Score: 90
	Day Percent Change: 1.83% Day Change: 1.74
	Week Change: 1.83% Year-to-date Change: 25.8%
NDAQ Links: Profile News Message Board
Charts:- Daily , Weekly
Add NDAQ to Watchlist: View: Get Complete NDAQ Trend Analysis ➞

	INBK First Internet Bancorp
	Sector: Financials
	SubSector: Regional - Midwest Banks
	MarketCap: 149.07 Millions
	Recent Price: 21.85 Smart Investing & Trading Score: 17
	Day Percent Change: 1.82% Day Change: 0.39
	Week Change: 1.82% Year-to-date Change: -39.2%
INBK Links: Profile News Message Board
Charts:- Daily , Weekly
Add INBK to Watchlist: View: Get Complete INBK Trend Analysis ➞

	ONB Old National Bancorp
	Sector: Financials
	SubSector: Regional - Midwest Banks
	MarketCap: 2340.8 Millions
	Recent Price: 20.77 Smart Investing & Trading Score: 23
	Day Percent Change: 1.81% Day Change: 0.37
	Week Change: 1.81% Year-to-date Change: -3.7%
ONB Links: Profile News Message Board
Charts:- Daily , Weekly
Add ONB to Watchlist: View: Get Complete ONB Trend Analysis ➞

	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 ➞

	TRV The Travelers Companies, Inc.
	Sector: Financials
	SubSector: Property & Casualty Insurance
	MarketCap: 25155.9 Millions
	Recent Price: 263.00 Smart Investing & Trading Score: 42
	Day Percent Change: 1.81% Day Change: 4.68
	Week Change: 1.81% Year-to-date Change: 9.6%
TRV Links: Profile News Message Board
Charts:- Daily , Weekly
Add TRV to Watchlist: View: Get Complete TRV Trend Analysis ➞

	EQH Equitable Holdings, Inc.
	Sector: Financials
	SubSector: Insurance Brokers
	MarketCap: 5520.07 Millions
	Recent Price: 50.99 Smart Investing & Trading Score: 32
	Day Percent Change: 1.8% Day Change: 0.9
	Week Change: 1.8% Year-to-date Change: 8.6%
EQH Links: Profile News Message Board
Charts:- Daily , Weekly
Add EQH to Watchlist: View: Get Complete EQH Trend Analysis ➞

	ACRE Ares Commercial Real Estate Corporation
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 242.339 Millions
	Recent Price: 4.52 Smart Investing & Trading Score: 50
	Day Percent Change: 1.8% Day Change: 0.08
	Week Change: 1.8% Year-to-date Change: -20.7%
ACRE Links: Profile News Message Board
Charts:- Daily , Weekly
Add ACRE to Watchlist: View: Get Complete ACRE Trend Analysis ➞

	CPF Central Pacific Financial Corp.
	Sector: Financials
	SubSector: Regional - Pacific Banks
	MarketCap: 407.429 Millions
	Recent Price: 26.62 Smart Investing & Trading Score: 38
	Day Percent Change: 1.8% Day Change: 0.47
	Week Change: 1.8% Year-to-date Change: -7.5%
CPF Links: Profile News Message Board
Charts:- Daily , Weekly
Add CPF to Watchlist: View: Get Complete CPF Trend Analysis ➞

	BANR Banner Corporation
	Sector: Financials
	SubSector: Regional - Mid-Atlantic Banks
	MarketCap: 1187.09 Millions
	Recent Price: 62.18 Smart Investing & Trading Score: 43
	Day Percent Change: 1.8% Day Change: 1.1
	Week Change: 1.8% Year-to-date Change: -6.2%
BANR Links: Profile News Message Board
Charts:- Daily , Weekly
Add BANR to Watchlist: View: Get Complete BANR Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575
	Click To Change The Sort Order: By Market Cap or Company Size Performance: Year-to-date, Week and Day
	Select Chart Type: Long Term Daily Weekly

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