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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
WPCW. P. REIT - 66.081001.6923.04%
JPMJPMorgan Chase Banks294.26601.6924.15%
PXP10  Asset Mgmt12.09601.68-3.86%
AIGAmerican  Insurance78.29321.688.06%
HFWAHeritage  Regional Banks22.50171.67-7.30%
RBCAARepublic Bancorp Regional Banks68.63301.67-1.09%
MTGMGIC  Insurance26.72901.6713.29%
LMNDLemonade  Insurance Property & Casualty37.00581.650.87%
BPOPPopular  Foreign Banks115.06761.6523.28%
SCHWCharles Schwab Brokerage97.10601.6431.63%
ALLAllstate  Insurance203.03641.635.84%
MSMorgan Stanley Brokerage141.36581.6313.19%
CBANColony Bankcorp Regional Banks16.27361.621.50%
CFGCitizens  Regional Banks47.58531.629.68%
UHTUniversal Health REIT39.22371.617.34%
WDWalker & Dunlop Mortgage75.65931.60-21.56%
COFCapital One Credit Services210.79361.6018.56%
BKBank of New York Asset Mgmt101.41651.6033.57%
BOKFBOK  Regional - Southwest Banks100.13361.58-5.46%
AGNCAGNC  Mortgage9.63881.588.42%
AROWArrow  Regional Banks26.57611.57-6.48%
LADRLadder Capital Mortgage11.04661.560.68%
ERIEErie Indemnity Insurance356.21801.56-13.00%
ORealty ome REIT - Retail57.45881.569.64%
VBTXVeritex  Regional - Southwest Banks31.40431.5516.48%
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 W. P. Carey Inc.WPC W. P. Carey Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 9560.03 Millions
Recent Price: 66.08    
Smart Investing & Trading Score: 100
Day Percent Change: 1.69%    
Day Change: 1.1
Week Change: 1.69%    
Year-to-date Change: 23.0%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

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 American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 78.29    
Smart Investing & Trading Score: 32
Day Percent Change: 1.68%    
Day Change: 1.29
Week Change: 1.68%    
Year-to-date Change: 8.1%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of Heritage Financial CorporationHFWA Heritage Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 752.829 Millions
Recent Price: 22.50    
Smart Investing & Trading Score: 17
Day Percent Change: 1.67%    
Day Change: 0.37
Week Change: 1.67%    
Year-to-date Change: -7.3%
HFWA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HFWA to Watchlist:       View:      Get Complete HFWA Trend Analysis ➞

Stock Chart of Republic Bancorp, Inc.RBCAA Republic Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 671.835 Millions
Recent Price: 68.63    
Smart Investing & Trading Score: 30
Day Percent Change: 1.67%    
Day Change: 1.13
Week Change: 1.67%    
Year-to-date Change: -1.1%
RBCAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RBCAA to Watchlist:       View:      Get Complete RBCAA Trend Analysis ➞

Stock Chart of MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 26.72    
Smart Investing & Trading Score: 90
Day Percent Change: 1.67%    
Day Change: 0.44
Week Change: 1.67%    
Year-to-date Change: 13.3%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG 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 Popular, Inc.BPOP Popular, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 2671.99 Millions
Recent Price: 115.06    
Smart Investing & Trading Score: 76
Day Percent Change: 1.65%    
Day Change: 1.87
Week Change: 1.65%    
Year-to-date Change: 23.3%
BPOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPOP to Watchlist:       View:      Get Complete BPOP 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 The Allstate CorporationALL The Allstate Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25916.6 Millions
Recent Price: 203.03    
Smart Investing & Trading Score: 64
Day Percent Change: 1.63%    
Day Change: 3.26
Week Change: 1.63%    
Year-to-date Change: 5.8%
ALL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALL to Watchlist:       View:      Get Complete ALL 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 Colony Bankcorp, Inc.CBAN Colony Bankcorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 115.559 Millions
Recent Price: 16.27    
Smart Investing & Trading Score: 36
Day Percent Change: 1.62%    
Day Change: 0.26
Week Change: 1.62%    
Year-to-date Change: 1.5%
CBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBAN to Watchlist:       View:      Get Complete CBAN Trend Analysis ➞

Stock Chart of Citizens Financial Group, Inc.CFG Citizens Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 8225.19 Millions
Recent Price: 47.58    
Smart Investing & Trading Score: 53
Day Percent Change: 1.62%    
Day Change: 0.76
Week Change: 1.62%    
Year-to-date Change: 9.7%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 39.22    
Smart Investing & Trading Score: 37
Day Percent Change: 1.61%    
Day Change: 0.62
Week Change: 1.61%    
Year-to-date Change: 7.3%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Walker & Dunlop, Inc.WD Walker & Dunlop, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1312.99 Millions
Recent Price: 75.65    
Smart Investing & Trading Score: 93
Day Percent Change: 1.6%    
Day Change: 1.19
Week Change: 1.6%    
Year-to-date Change: -21.6%
WD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WD to Watchlist:       View:      Get Complete WD Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 210.79    
Smart Investing & Trading Score: 36
Day Percent Change: 1.6%    
Day Change: 3.32
Week Change: 1.6%    
Year-to-date Change: 18.6%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

Stock Chart of The Bank of New York Mellon CorporationBK The Bank of New York Mellon Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 29807.5 Millions
Recent Price: 101.41    
Smart Investing & Trading Score: 65
Day Percent Change: 1.6%    
Day Change: 1.6
Week Change: 1.6%    
Year-to-date Change: 33.6%
BK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BK to Watchlist:       View:      Get Complete BK Trend Analysis ➞

Stock Chart of BOK Financial CorporationBOKF BOK Financial Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 2945.35 Millions
Recent Price: 100.13    
Smart Investing & Trading Score: 36
Day Percent Change: 1.58%    
Day Change: 1.56
Week Change: 1.58%    
Year-to-date Change: -5.5%
BOKF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOKF to Watchlist:       View:      Get Complete BOKF Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNC AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 6622.19 Millions
Recent Price: 9.63    
Smart Investing & Trading Score: 88
Day Percent Change: 1.58%    
Day Change: 0.15
Week Change: 1.58%    
Year-to-date Change: 8.4%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 26.57    
Smart Investing & Trading Score: 61
Day Percent Change: 1.57%    
Day Change: 0.41
Week Change: 1.57%    
Year-to-date Change: -6.5%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 660.039 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 66
Day Percent Change: 1.56%    
Day Change: 0.17
Week Change: 1.56%    
Year-to-date Change: 0.7%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 356.21    
Smart Investing & Trading Score: 80
Day Percent Change: 1.56%    
Day Change: 5.46
Week Change: 1.56%    
Year-to-date Change: -13.0%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Realty Income CorporationO Realty Income Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 17647.4 Millions
Recent Price: 57.45    
Smart Investing & Trading Score: 88
Day Percent Change: 1.56%    
Day Change: 0.88
Week Change: 1.56%    
Year-to-date Change: 9.6%
O Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add O to Watchlist:       View:      Get Complete O Trend Analysis ➞

Stock Chart of Veritex Holdings, Inc.VBTX Veritex Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 625.165 Millions
Recent Price: 31.40    
Smart Investing & Trading Score: 43
Day Percent Change: 1.55%    
Day Change: 0.48
Week Change: 1.55%    
Year-to-date Change: 16.5%
VBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBTX to Watchlist:       View:      Get Complete VBTX 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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