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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
April 29, 2025 - Although long term trends for Financial sector are not good, the short and mid term trends are improving.

The overall Smart Investing & Trading Score is 57 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 42 and hence an improvement of trend.

 Year To Date Performance: 0.03 %
 Weekly Performance: 0.31 %
 Daily Performance: 26.65 %
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Financial Sector Trend
57 / 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%
CBANColony Bankcorp Regional Banks15.42404.49%-3.80%
ESSAESSA Bancorp S&L18.39404.13%-4.95%
GOCOGoHealth  Insurance10.494031.70%-21.66%
CBRECBRE  Property Mgmt121.36403.87%-7.56%
USCBUSCB  Banks - Regional16.72403.37%-5.31%
PFBCPreferred Bank Regional Banks79.644024.29%-6.02%
WAFDWashington Federal S&L28.24405.17%-11.61%
PGREParamount  Property Mgmt4.38403.85%-11.34%
ELSEquity LifeStyle REIT63.88400.36%-3.33%
HLNEHamilton Lane Asset Mgmt150.59393.32%2.08%
UMBFUMB  Regional - Southwest Banks95.93386.24%-14.67%
CATYCathay General Regional Banks42.01385.88%-11.11%
EXRExtra Space REIT - Industrial141.913838.42%-4.06%
IBOC Bancshares Regional - Southwest Banks61.29383.94%-1.91%
CUBECubeSmart  REIT - Industrial39.62382.06%-5.25%
FRTFederal Realty REIT - Retail94.753813.82%-13.55%
AKRAcadia Realty Property Mgmt19.79372.66%-17.30%
FHBFirst Hawaiian Regional Banks22.943719.04%-10.75%
CHCTCommunity Healthcare REIT16.0137-45.70%-14.53%
HONEHarborOne Bancorp S&L11.31366.34%-3.46%
HMSTHomeStreet  S&L11.10362.21%-2.80%
TREELendingTree  Mortgage52.1136170.20%34.48%
TCITranscontinental Realty REIT - 27.07361.21%-9.19%
AJGArthur J. Insurance323.8136-1.21%14.30%
MKTXMarketAxess  Brokerage218.6336-0.51%-2.90%
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 0.03% and is currently outperforming the overall market by 6.18% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Not Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 57
YTD Performance: 0.03%
**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
Root [109%] Easterly Government[96%] PagSeguro Digital[58%]
Heritage Insurance[56%] ProAssurance [45%] Palomar [41%]
Medical Properties[41%] XP [37%] LendingTree [34%]
FirstCash [28%] CoreSite Realty[28%] OppFi [28%]
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
Angel Oak[10.6%] Civista Bancshares[5.8%] Granite Point[4.9%]
NexPoint Real[4.2%] Timberland Bancorp[4.2%] First [4%]
Trupanion [3.8%] LCNB [3.7%] 1st Source[3.7%]
USCB [3.4%] Ready Capital[3.4%] Navient [3.4%]
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
Offerpad [-64%] Orion Office[-53%] Claros Mortgage[-46%]
First Internet[-44%] Summit Hotel[-40%] Jefferies [-40%]
Granite Point[-37%] Ambac [-37%] B. Riley[-35%]
C3.ai [-34%] Camping World[-34%] Cipher Mining[-34%]
.
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
Root [100] Blackstone Mortgage[93] Travelers [93]
FirstCash [93] AXIS Capital[93] Donegal [93]
Unum [93] Intercontinental Exchange[90] Banco Latinoamericano[90]
Bankwell [90] Bank of N.T. Butterfield & Son[90] CoreCivic [90]
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  48.175726.650.310.03%
IAIBroker-Dealers & Secs 138.775731.39-0.08-3.38%
KBEBank  50.575728.030.54-8.18%
FASFinancial Bull 3X 134.59573.140.93-10.6%
FAZFinancial Bear 3X 5.6836-2.91-1.05-9.17%
UYGFinancials  81.77571.900.89-4.03%
KIEInsurance  56.96501.070.731.28%
 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 Colony Bankcorp, Inc.CBAN Colony Bankcorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 115.559 Millions
Recent Price: 15.42    
Smart Investing & Trading Score: 40
Day Percent Change: 4.49%    
Day Change: 0.64
Week Change: 0.06%    
Year-to-date Change: -3.8%
CBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBAN to Watchlist:       View:      Get Complete CBAN Trend Analysis ➞

Stock Chart of ESSA Bancorp, Inc.ESSA ESSA Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.33 Millions
Recent Price: 18.39    
Smart Investing & Trading Score: 40
Day Percent Change: 4.13%    
Day Change: 0.74
Week Change: 0.27%    
Year-to-date Change: -5.0%
ESSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESSA to Watchlist:       View:      Get Complete ESSA Trend Analysis ➞

Stock Chart of GoHealth, Inc.GOCO GoHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 44157 Millions
Recent Price: 10.49    
Smart Investing & Trading Score: 40
Day Percent Change: 31.70%    
Day Change: 2.39
Week Change: 2.14%    
Year-to-date Change: -21.7%
GOCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOCO to Watchlist:       View:      Get Complete GOCO Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 121.36    
Smart Investing & Trading Score: 40
Day Percent Change: 3.87%    
Day Change: 4.36
Week Change: 0.52%    
Year-to-date Change: -7.6%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of USCB Financial Holdings, Inc.USCB USCB Financial Holdings, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 198 Millions
Recent Price: 16.72    
Smart Investing & Trading Score: 40
Day Percent Change: 3.37%    
Day Change: 0.47
Week Change: 3.4%    
Year-to-date Change: -5.3%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 79.64    
Smart Investing & Trading Score: 40
Day Percent Change: 24.29%    
Day Change: 16.08
Week Change: -0.61%    
Year-to-date Change: -6.0%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of Washington Federal, Inc.WAFD Washington Federal, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 2219.2 Millions
Recent Price: 28.24    
Smart Investing & Trading Score: 40
Day Percent Change: 5.17%    
Day Change: 1.81
Week Change: 0.07%    
Year-to-date Change: -11.6%
WAFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAFD to Watchlist:       View:      Get Complete WAFD Trend Analysis ➞

Stock Chart of Paramount Group, Inc.PGRE Paramount Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1722.72 Millions
Recent Price: 4.38    
Smart Investing & Trading Score: 40
Day Percent Change: 3.85%    
Day Change: 0.19
Week Change: -0.23%    
Year-to-date Change: -11.3%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE 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: 63.88    
Smart Investing & Trading Score: 40
Day Percent Change: 0.36%    
Day Change: 0.25
Week Change: 1.3%    
Year-to-date Change: -3.3%
ELS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ELS to Watchlist:       View:      Get Complete ELS Trend Analysis ➞

Stock Chart of Hamilton Lane IncorporatedHLNE Hamilton Lane Incorporated
Sector: Financials
SubSector: Asset Management
MarketCap: 2484.13 Millions
Recent Price: 150.59    
Smart Investing & Trading Score: 39
Day Percent Change: 3.32%    
Day Change: 4.86
Week Change: 1.52%    
Year-to-date Change: 2.1%
HLNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLNE to Watchlist:       View:      Get Complete HLNE Trend Analysis ➞

Stock Chart of UMB Financial CorporationUMBF UMB Financial Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 2207.35 Millions
Recent Price: 95.93    
Smart Investing & Trading Score: 38
Day Percent Change: 6.24%    
Day Change: 6.11
Week Change: 0.28%    
Year-to-date Change: -14.7%
UMBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMBF to Watchlist:       View:      Get Complete UMBF Trend Analysis ➞

Stock Chart of Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 42.01    
Smart Investing & Trading Score: 38
Day Percent Change: 5.88%    
Day Change: 2.49
Week Change: -0.43%    
Year-to-date Change: -11.1%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of Extra Space Storage Inc.EXR Extra Space Storage Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 11203.9 Millions
Recent Price: 141.91    
Smart Investing & Trading Score: 38
Day Percent Change: 38.42%    
Day Change: 49.47
Week Change: 0.61%    
Year-to-date Change: -4.1%
EXR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXR to Watchlist:       View:      Get Complete EXR Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 61.29    
Smart Investing & Trading Score: 38
Day Percent Change: 3.94%    
Day Change: 2.37
Week Change: 0.34%    
Year-to-date Change: -1.9%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 39.62    
Smart Investing & Trading Score: 38
Day Percent Change: 2.06%    
Day Change: 1.04
Week Change: -0.45%    
Year-to-date Change: -5.3%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of Federal Realty Investment TrustFRT Federal Realty Investment Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5878.64 Millions
Recent Price: 94.75    
Smart Investing & Trading Score: 38
Day Percent Change: 13.82%    
Day Change: 14.11
Week Change: 0.39%    
Year-to-date Change: -13.6%
FRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRT to Watchlist:       View:      Get Complete FRT Trend Analysis ➞

Stock Chart of Acadia Realty TrustAKR Acadia Realty Trust
Sector: Financials
SubSector: Property Management
MarketCap: 1367.42 Millions
Recent Price: 19.79    
Smart Investing & Trading Score: 37
Day Percent Change: 2.66%    
Day Change: 0.58
Week Change: 0.97%    
Year-to-date Change: -17.3%
AKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AKR to Watchlist:       View:      Get Complete AKR Trend Analysis ➞

Stock Chart of First Hawaiian, Inc.FHB First Hawaiian, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2398.99 Millions
Recent Price: 22.94    
Smart Investing & Trading Score: 37
Day Percent Change: 19.04%    
Day Change: 3.88
Week Change: 0.39%    
Year-to-date Change: -10.8%
FHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHB to Watchlist:       View:      Get Complete FHB Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 16.01    
Smart Investing & Trading Score: 37
Day Percent Change: -45.70%    
Day Change: -16.16
Week Change: -1.23%    
Year-to-date Change: -14.5%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of HarborOne Bancorp, Inc.HONE HarborOne Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 456.03 Millions
Recent Price: 11.31    
Smart Investing & Trading Score: 36
Day Percent Change: 6.34%    
Day Change: 0.79
Week Change: 0.09%    
Year-to-date Change: -3.5%
HONE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HONE to Watchlist:       View:      Get Complete HONE Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 11.10    
Smart Investing & Trading Score: 36
Day Percent Change: 2.21%    
Day Change: 0.34
Week Change: -0.63%    
Year-to-date Change: -2.8%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 52.11    
Smart Investing & Trading Score: 36
Day Percent Change: 170.20%    
Day Change: 36.10
Week Change: 1.11%    
Year-to-date Change: 34.5%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of Transcontinental Realty Investors, Inc.TCI Transcontinental Realty Investors, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 158.653 Millions
Recent Price: 27.07    
Smart Investing & Trading Score: 36
Day Percent Change: 1.21%    
Day Change: 0.36
Week Change: -2.2%    
Year-to-date Change: -9.2%
TCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCI to Watchlist:       View:      Get Complete TCI Trend Analysis ➞

Stock Chart of Arthur J. Gallagher & Co.AJG Arthur J. Gallagher & Co.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 14852.2 Millions
Recent Price: 323.81    
Smart Investing & Trading Score: 36
Day Percent Change: -1.21%    
Day Change: -3.53
Week Change: 0.47%    
Year-to-date Change: 14.3%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 218.63    
Smart Investing & Trading Score: 36
Day Percent Change: -0.51%    
Day Change: -1.21
Week Change: -0.17%    
Year-to-date Change: -2.9%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX 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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