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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%
WTBAWest Ban Regional - Southwest Banks18.35252.17%-14.28%
UBSIUnited Bankshares Regional Banks35.77252.11%-3.69%
WASHWashington Trust Regional Banks26.97252.04%-10.79%
SLMSLM  Credit Services31.86252.02%16.04%
GOODGladstone Commercial REIT - 13.24251.77%-16.30%
OLPOne Liberty REIT - 22.45251.54%-16.16%
CBSHCommerce Bancshares Regional Banks60.81251.49%-1.96%
EFXEquifax  Credit Services243.24251.35%-4.40%
LXPLexington Realty REIT - 7.85251.29%-1.81%
NMIHNMI  Insurance37.60251.10%2.29%
AGMFederal Agricultural Credit Services172.07251.05%-11.94%
AXSAXIS Capital Insurance94.09250.81%6.64%
STWDStarwood Property Mortgage19.51250.72%5.51%
BROBrown & Brown Insurance92.70250.50%-9.01%
SAFESafehold  REIT - 14.15250.43%-22.67%
PBProsperity Bancshares Regional - Southwest Banks66.19250.41%-11.42%
SKWDSkyward Specialty Insurance - Property & Casualty49.57250.36%-1.92%
KNSLKinsale Capital Insurance445.49250.22%-4.18%
AJGArthur J. Insurance284.61250.15%0.46%
MPWMedical Properties REIT4.0425-0.49%3.66%
IFNIndia Fund Asset Mgmt15.4525-0.58%1.03%
LCNBLCNB  Regional Banks14.59232.75%-2.18%
ONBOld National Regional Banks20.77231.81%-3.71%
VELVelocity  Mortgage Finance16.64231.77%-14.93%
FRMEFirst Merchants Regional Banks37.49231.02%-5.23%
For chart view version of above stock list: Chart 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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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 West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 18.35    
Smart Investing & Trading Score: 25
Day Percent Change: 2.17%    
Day Change: 0.39
Week Change: 2.17%    
Year-to-date Change: -14.3%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of United Bankshares, Inc.UBSI United Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2286.79 Millions
Recent Price: 35.77    
Smart Investing & Trading Score: 25
Day Percent Change: 2.11%    
Day Change: 0.74
Week Change: 2.11%    
Year-to-date Change: -3.7%
UBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBSI to Watchlist:       View:      Get Complete UBSI Trend Analysis ➞

Stock Chart of Washington Trust Bancorp, Inc.WASH Washington Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 590.099 Millions
Recent Price: 26.97    
Smart Investing & Trading Score: 25
Day Percent Change: 2.04%    
Day Change: 0.54
Week Change: 2.04%    
Year-to-date Change: -10.8%
WASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WASH to Watchlist:       View:      Get Complete WASH Trend Analysis ➞

Stock Chart of SLM CorporationSLM SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 3099.78 Millions
Recent Price: 31.86    
Smart Investing & Trading Score: 25
Day Percent Change: 2.02%    
Day Change: 0.63
Week Change: 2.02%    
Year-to-date Change: 16.0%
SLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLM to Watchlist:       View:      Get Complete SLM Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOOD Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 425.253 Millions
Recent Price: 13.24    
Smart Investing & Trading Score: 25
Day Percent Change: 1.77%    
Day Change: 0.23
Week Change: 1.77%    
Year-to-date Change: -16.3%
GOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOOD to Watchlist:       View:      Get Complete GOOD Trend Analysis ➞

Stock Chart of One Liberty Properties, Inc.OLP One Liberty Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 378.353 Millions
Recent Price: 22.45    
Smart Investing & Trading Score: 25
Day Percent Change: 1.54%    
Day Change: 0.34
Week Change: 1.54%    
Year-to-date Change: -16.2%
OLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OLP to Watchlist:       View:      Get Complete OLP Trend Analysis ➞

Stock Chart of Commerce Bancshares, Inc.CBSH Commerce Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 6201.5 Millions
Recent Price: 60.81    
Smart Investing & Trading Score: 25
Day Percent Change: 1.49%    
Day Change: 0.89
Week Change: 1.49%    
Year-to-date Change: -2.0%
CBSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBSH to Watchlist:       View:      Get Complete CBSH Trend Analysis ➞

Stock Chart of Equifax Inc.EFX Equifax Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 13754.6 Millions
Recent Price: 243.24    
Smart Investing & Trading Score: 25
Day Percent Change: 1.35%    
Day Change: 3.25
Week Change: 1.35%    
Year-to-date Change: -4.4%
EFX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFX to Watchlist:       View:      Get Complete EFX Trend Analysis ➞

Stock Chart of Lexington Realty TrustLXP Lexington Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2483.43 Millions
Recent Price: 7.85    
Smart Investing & Trading Score: 25
Day Percent Change: 1.29%    
Day Change: 0.1
Week Change: 1.29%    
Year-to-date Change: -1.8%
LXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LXP to Watchlist:       View:      Get Complete LXP Trend Analysis ➞

Stock Chart of NMI Holdings, Inc.NMIH NMI Holdings, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 816.018 Millions
Recent Price: 37.60    
Smart Investing & Trading Score: 25
Day Percent Change: 1.1%    
Day Change: 0.41
Week Change: 1.1%    
Year-to-date Change: 2.3%
NMIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMIH to Watchlist:       View:      Get Complete NMIH Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 172.07    
Smart Investing & Trading Score: 25
Day Percent Change: 1.05%    
Day Change: 1.79
Week Change: 1.05%    
Year-to-date Change: -11.9%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 94.09    
Smart Investing & Trading Score: 25
Day Percent Change: 0.81%    
Day Change: 0.76
Week Change: 0.81%    
Year-to-date Change: 6.6%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS Trend Analysis ➞

Stock Chart of Starwood Property Trust, Inc.STWD Starwood Property Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 3447.09 Millions
Recent Price: 19.51    
Smart Investing & Trading Score: 25
Day Percent Change: 0.72%    
Day Change: 0.14
Week Change: 0.72%    
Year-to-date Change: 5.5%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Brown & Brown, Inc.BRO Brown & Brown, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 10475.7 Millions
Recent Price: 92.70    
Smart Investing & Trading Score: 25
Day Percent Change: 0.5%    
Day Change: 0.46
Week Change: 0.5%    
Year-to-date Change: -9.0%
BRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRO to Watchlist:       View:      Get Complete BRO Trend Analysis ➞

Stock Chart of Safehold Inc.SAFE Safehold Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2994.63 Millions
Recent Price: 14.15    
Smart Investing & Trading Score: 25
Day Percent Change: 0.43%    
Day Change: 0.06
Week Change: 0.43%    
Year-to-date Change: -22.7%
SAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFE to Watchlist:       View:      Get Complete SAFE Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 66.19    
Smart Investing & Trading Score: 25
Day Percent Change: 0.41%    
Day Change: 0.27
Week Change: 0.41%    
Year-to-date Change: -11.4%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB Trend Analysis ➞

Stock Chart of Skyward Specialty Insurance Group, Inc.SKWD Skyward Specialty Insurance Group, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 936 Millions
Recent Price: 49.57    
Smart Investing & Trading Score: 25
Day Percent Change: 0.36%    
Day Change: 0.18
Week Change: 0.36%    
Year-to-date Change: -1.9%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of Kinsale Capital Group, Inc.KNSL Kinsale Capital Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2198.12 Millions
Recent Price: 445.49    
Smart Investing & Trading Score: 25
Day Percent Change: 0.22%    
Day Change: 1
Week Change: 0.22%    
Year-to-date Change: -4.2%
KNSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KNSL to Watchlist:       View:      Get Complete KNSL 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: 284.61    
Smart Investing & Trading Score: 25
Day Percent Change: 0.15%    
Day Change: 0.44
Week Change: 0.15%    
Year-to-date Change: 0.5%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Medical Properties Trust, Inc.MPW Medical Properties Trust, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 8586.74 Millions
Recent Price: 4.04    
Smart Investing & Trading Score: 25
Day Percent Change: -0.49%    
Day Change: -0.02
Week Change: -0.49%    
Year-to-date Change: 3.7%
MPW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPW to Watchlist:       View:      Get Complete MPW Trend Analysis ➞

Stock Chart of The India Fund, Inc.IFN The India Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 344.303 Millions
Recent Price: 15.45    
Smart Investing & Trading Score: 25
Day Percent Change: -0.58%    
Day Change: -0.09
Week Change: -0.58%    
Year-to-date Change: 1.0%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 14.59    
Smart Investing & Trading Score: 23
Day Percent Change: 2.75%    
Day Change: 0.39
Week Change: 2.75%    
Year-to-date Change: -2.2%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

Stock Chart of Old National BancorpONB 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 ➞

Stock Chart of Velocity Financial, Inc.VEL Velocity Financial, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 12157 Millions
Recent Price: 16.64    
Smart Investing & Trading Score: 23
Day Percent Change: 1.77%    
Day Change: 0.29
Week Change: 1.77%    
Year-to-date Change: -14.9%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of First Merchants CorporationFRME First Merchants Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1490.4 Millions
Recent Price: 37.49    
Smart Investing & Trading Score: 23
Day Percent Change: 1.02%    
Day Change: 0.38
Week Change: 1.02%    
Year-to-date Change: -5.2%
FRME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRME to Watchlist:       View:      Get Complete FRME Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Performance: Year-to-date, Week and Day
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