12Stocks.com
Market
Intelligence

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
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 %
12Stocks.com
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 PriceSmart Investing & Trading ScoreChange %YTD Change%
REFIChicago Atlantic REIT - Mortgage14.17102.22-5.19%
HMSTHomeStreet  S&L11.10362.21-2.80%
PMTPennyMac Mortgage Mortgage12.6172.193.44%
UEUrban Edge REIT - 18.53452.15-12.91%
BXMTBlackstone Mortgage Mortgage19.03932.1511.95%
CTOConsolidated-Tomoka Land Real Estatet18.22172.11-5.67%
GLGlobe Life Life Insurance123.60732.1011.30%
SHOSunstone Hotel REIT8.30502.10-29.23%
APAMArtisan Partners Asset Mgmt37.22102.09-10.85%
KIMKimco Realty REIT - Retail20.49452.09-11.52%
PFGPripal  Life Insurance73.87432.07-3.70%
PRUPrudential  Life Insurance103.61572.07-11.52%
BLKBlackRock  Asset Mgmt913.74572.07-10.38%
CUBECubeSmart  REIT - Industrial39.62382.06-5.25%
PJTPJT Partners Asset Mgmt135.35472.05-14.09%
HSTHost Hotels REIT13.98572.05-19.07%
XPXP  Asset Mgmt16.21602.0336.79%
ESNTEssent  Mortgage55.95502.033.37%
STTState Street Asset Mgmt87.57522.03-9.31%
TRVTravelers  Insurance261.61932.029.05%
SAFTSafety Insurance Insurance76.8272.01-5.66%
VNOVornado Realty REIT - 36.36572.00-13.51%
NYMTNew York Mortgage5.75241.99-2.10%
AIC3.ai  REIT Mortgage22.58641.98-34.42%
EPRTEssential Properties REIT - 31.77501.972.49%
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
Get the most comprehensive stock market coverage daily at 12Stocks.com ➞
Best Stocks Today ➞
Best Stocks Weekly ➞
Best Stocks Year-to-Date ➞
Best Stocks Trends ➞



Best Stocks Today
12Stocks.com


Best Nasdaq Stocks ➞
Best S&P 500 Stocks ➞
Best Tech Stocks ➞
Best Biotech Stocks ➞
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 Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 14.17    
Smart Investing & Trading Score: 10
Day Percent Change: 2.22%    
Day Change: 0.35
Week Change: -0.49%    
Year-to-date Change: -5.2%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI 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 PennyMac Mortgage Investment TrustPMT PennyMac Mortgage Investment Trust
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 917.639 Millions
Recent Price: 12.61    
Smart Investing & Trading Score: 7
Day Percent Change: 2.19%    
Day Change: 0.30
Week Change: 3.36%    
Year-to-date Change: 3.4%
PMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMT to Watchlist:       View:      Get Complete PMT Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 18.53    
Smart Investing & Trading Score: 45
Day Percent Change: 2.15%    
Day Change: 0.43
Week Change: 0.38%    
Year-to-date Change: -12.9%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Blackstone Mortgage Trust, Inc.BXMT Blackstone Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2820.69 Millions
Recent Price: 19.03    
Smart Investing & Trading Score: 93
Day Percent Change: 2.15%    
Day Change: 0.38
Week Change: 1.66%    
Year-to-date Change: 12.0%
BXMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMT to Watchlist:       View:      Get Complete BXMT Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 18.22    
Smart Investing & Trading Score: 17
Day Percent Change: 2.11%    
Day Change: 0.39
Week Change: 1.28%    
Year-to-date Change: -5.7%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of Globe Life Inc.GL Globe Life Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 7596.46 Millions
Recent Price: 123.60    
Smart Investing & Trading Score: 73
Day Percent Change: 2.10%    
Day Change: 2.08
Week Change: 0.52%    
Year-to-date Change: 11.3%
GL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GL to Watchlist:       View:      Get Complete GL Trend Analysis ➞

Stock Chart of Sunstone Hotel Investors, Inc.SHO Sunstone Hotel Investors, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1861.04 Millions
Recent Price: 8.30    
Smart Investing & Trading Score: 50
Day Percent Change: 2.10%    
Day Change: 0.21
Week Change: 0.73%    
Year-to-date Change: -29.2%
SHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHO to Watchlist:       View:      Get Complete SHO Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 37.22    
Smart Investing & Trading Score: 10
Day Percent Change: 2.09%    
Day Change: 0.86
Week Change: 0.46%    
Year-to-date Change: -10.9%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM Trend Analysis ➞

Stock Chart of Kimco Realty CorporationKIM Kimco Realty Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5358.64 Millions
Recent Price: 20.49    
Smart Investing & Trading Score: 45
Day Percent Change: 2.09%    
Day Change: 0.48
Week Change: 0.69%    
Year-to-date Change: -11.5%
KIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIM to Watchlist:       View:      Get Complete KIM Trend Analysis ➞

Stock Chart of Principal Financial Group, Inc.PFG Principal Financial Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 8178.86 Millions
Recent Price: 73.87    
Smart Investing & Trading Score: 43
Day Percent Change: 2.07%    
Day Change: 1.62
Week Change: 0.56%    
Year-to-date Change: -3.7%
PFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFG to Watchlist:       View:      Get Complete PFG Trend Analysis ➞

Stock Chart of Prudential Financial, Inc.PRU Prudential Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 21001.6 Millions
Recent Price: 103.61    
Smart Investing & Trading Score: 57
Day Percent Change: 2.07%    
Day Change: 2.38
Week Change: 0.69%    
Year-to-date Change: -11.5%
PRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRU to Watchlist:       View:      Get Complete PRU Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 913.74    
Smart Investing & Trading Score: 57
Day Percent Change: 2.07%    
Day Change: 17.89
Week Change: 0.67%    
Year-to-date Change: -10.4%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK 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 PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 135.35    
Smart Investing & Trading Score: 47
Day Percent Change: 2.05%    
Day Change: 2.52
Week Change: 0.5%    
Year-to-date Change: -14.1%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of Host Hotels & Resorts, Inc.HST Host Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 8253.74 Millions
Recent Price: 13.98    
Smart Investing & Trading Score: 57
Day Percent Change: 2.05%    
Day Change: 0.35
Week Change: 0.72%    
Year-to-date Change: -19.1%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of XP Inc.XP XP Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 12990.3 Millions
Recent Price: 16.21    
Smart Investing & Trading Score: 60
Day Percent Change: 2.03%    
Day Change: 0.39
Week Change: 1.57%    
Year-to-date Change: 36.8%
XP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XP to Watchlist:       View:      Get Complete XP Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 55.95    
Smart Investing & Trading Score: 50
Day Percent Change: 2.03%    
Day Change: 1.25
Week Change: 0.74%    
Year-to-date Change: 3.4%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of State Street CorporationSTT State Street Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 18623 Millions
Recent Price: 87.57    
Smart Investing & Trading Score: 52
Day Percent Change: 2.03%    
Day Change: 1.68
Week Change: 0.22%    
Year-to-date Change: -9.3%
STT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STT to Watchlist:       View:      Get Complete STT Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 261.61    
Smart Investing & Trading Score: 93
Day Percent Change: 2.02%    
Day Change: 4.40
Week Change: 0.95%    
Year-to-date Change: 9.1%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 76.82    
Smart Investing & Trading Score: 7
Day Percent Change: 2.01%    
Day Change: 1.69
Week Change: 0.42%    
Year-to-date Change: -5.7%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of Vornado Realty TrustVNO Vornado Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 6300.63 Millions
Recent Price: 36.36    
Smart Investing & Trading Score: 57
Day Percent Change: 2.00%    
Day Change: 0.68
Week Change: 1.71%    
Year-to-date Change: -13.5%
VNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VNO to Watchlist:       View:      Get Complete VNO Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 5.75    
Smart Investing & Trading Score: 24
Day Percent Change: 1.99%    
Day Change: 0.13
Week Change: 1.95%    
Year-to-date Change: -2.1%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of C3.ai, Inc.AI C3.ai, Inc.
Sector: Financials
SubSector: REIT Mortgage
MarketCap: 12467 Millions
Recent Price: 22.58    
Smart Investing & Trading Score: 64
Day Percent Change: 1.98%    
Day Change: 0.47
Week Change: -0.04%    
Year-to-date Change: -34.4%
AI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AI to Watchlist:       View:      Get Complete AI 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: 31.77    
Smart Investing & Trading Score: 50
Day Percent Change: 1.97%    
Day Change: 0.61
Week Change: 0.13%    
Year-to-date Change: 2.5%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT 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   


     Best Performing Stocks of 2025 Across Global Stock Markets

Best Stocks Today
12Stocks.com


© 2025 12Stocks.com       Terms & Conditions   Privacy   Contact Us
All Information Provided Only For Education And Not To Be Used For Investing or Trading. See Terms & Conditions

 WatchListmy12Stocks
Best Stocks Today