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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 6, 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 an improvement of trend continues.

 Year To Date Performance: 7.36 %
 Weekly Performance: 0.58 %
 Daily Performance: -0.4 %
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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%
EQREquity Residential REIT63.41251.18%-9.92%
INVHInvitation Homes Real Estatet30.46250.89%-3.91%
CBUCommunity Bank Regional Banks52.86250.88%-13.59%
BFSSaul Centers REIT - Retail32.26250.81%-14.00%
USCBUSCB  Banks - Regional16.52250.73%-6.44%
AGMFederal Agricultural Credit Services172.96250.52%-11.49%
CBNKCapital Bancorp S&L31.37250.48%10.41%
WASHWashington Trust Regional Banks27.08250.41%-10.42%
AJGArthur J. Insurance285.78250.41%0.87%
AFLAflac  Insurance98.92250.37%-3.84%
UVSPUnivest  Regional Banks28.74250.31%-1.94%
HOMBHome Bancshares Banks28.00250.25%-0.44%
PBProsperity Bancshares Regional - Southwest Banks66.31250.18%-11.25%
CBSHCommerce Bancshares Regional Banks60.8025-0.02%-1.98%
GOODGladstone Commercial REIT - 13.2325-0.08%-16.37%
CIVBCivista Bancshares Regional Banks19.3425-0.67%-7.33%
IBKRInteractive Brokers Brokerage63.7125-1.83%-63.89%
CNOBConnectOne Bancorp Regional Banks22.80230.53%0.19%
HSTHost Hotels REIT15.4023-1.85%-10.85%
RHPRyman Hospitality REIT93.74200.75%-9.02%
CLDTChatham Lodging REIT6.71200.30%-24.08%
SUNSSolar Senior Asset Mgmt9.94200.10%-27.46%
MSBIMidland States Regional Banks16.7120-0.12%-30.42%
AHHArmada Hoffler REIT - 6.7520-0.30%-32.80%
SLQTSelectQuote  Insurance1.7420-1.14%-53.23%
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 7.36% and is currently outperforming the overall market by 0.31% 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: 7.36%
**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[107%] Mr. Cooper[97%]
Heritage Insurance[79%] Root [73%] Industrial Logistics[70%]
Rocket [69%] Diversified Healthcare[50%] ProAssurance [50%]
World Acceptance[42%] XP [41%] Transcontinental Realty[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 [47.7%] Lemonade [31.7%] AlTi Global[24.1%]
MBIA [20.5%] Industrial Logistics[14.9%] Cushman & Wakefield[12.2%]
Tanger Factory[9.4%] Hippo [9.1%] Rocket [9%]
LGI Homes[8.9%] eXp World[8.8%] Mr. Cooper[8.7%]
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[-64%] Offerpad [-61%] GoHealth [-56%]
SelectQuote [-53%] iShares iBonds[-46%] AFC Gamma[-43%]
First Internet[-39%] Ready Capital[-37%] Eagle Bancorp[-37%]
Claros Mortgage[-36%] LGI Homes[-34%] Armada Hoffler[-33%]
.
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
Lemonade [100] MBIA [100] AlTi Global[100]
Cushman & Wakefield[100] LGI Homes[100] Rocket [100]
Tanger Factory[100] Mr. Cooper[100] CBL & Associates Properties[100]
Hamilton Lane[100] Simon Property[100] Industrial Logistics[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  51.7033-0.40.587.36%
IAIBroker-Dealers & Secs 173.4553-0.871.4520.77%
KBEBank  56.27510.521.832.16%
FASFinancial Bull 3X 159.7733-1.271.616.12%
FAZFinancial Bear 3X 4.60621.32-1.5-26.44%
UYGFinancials  92.1426-0.790.928.14%
KIEInsurance  56.82350.711.991.03%
 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 Equity ResidentialEQR Equity Residential
Sector: Financials
SubSector: REIT - Residential
MarketCap: 22061.9 Millions
Recent Price: 63.41    
Smart Investing & Trading Score: 25
Day Percent Change: 1.18%    
Day Change: 0.74
Week Change: 1.05%    
Year-to-date Change: -9.9%
EQR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQR to Watchlist:       View:      Get Complete EQR Trend Analysis ➞

Stock Chart of Invitation Homes Inc.INVH Invitation Homes Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 9782.89 Millions
Recent Price: 30.46    
Smart Investing & Trading Score: 25
Day Percent Change: 0.89%    
Day Change: 0.27
Week Change: 0.4%    
Year-to-date Change: -3.9%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of Community Bank System, Inc.CBU Community Bank System, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 2787.8 Millions
Recent Price: 52.86    
Smart Investing & Trading Score: 25
Day Percent Change: 0.88%    
Day Change: 0.46
Week Change: 2.72%    
Year-to-date Change: -13.6%
CBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBU to Watchlist:       View:      Get Complete CBU Trend Analysis ➞

Stock Chart of Saul Centers, Inc.BFS Saul Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 689.914 Millions
Recent Price: 32.26    
Smart Investing & Trading Score: 25
Day Percent Change: 0.81%    
Day Change: 0.26
Week Change: 1.67%    
Year-to-date Change: -14.0%
BFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFS to Watchlist:       View:      Get Complete BFS Trend Analysis ➞

Stock Chart of USCB Financial Holdings, Inc.USCB USCB Financial Holdings, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 198 Millions
Recent Price: 16.52    
Smart Investing & Trading Score: 25
Day Percent Change: 0.73%    
Day Change: 0.12
Week Change: 2.16%    
Year-to-date Change: -6.4%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 172.96    
Smart Investing & Trading Score: 25
Day Percent Change: 0.52%    
Day Change: 0.89
Week Change: 1.57%    
Year-to-date Change: -11.5%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 31.37    
Smart Investing & Trading Score: 25
Day Percent Change: 0.48%    
Day Change: 0.15
Week Change: 1.49%    
Year-to-date Change: 10.4%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK 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: 27.08    
Smart Investing & Trading Score: 25
Day Percent Change: 0.41%    
Day Change: 0.11
Week Change: 2.46%    
Year-to-date Change: -10.4%
WASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WASH to Watchlist:       View:      Get Complete WASH 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: 285.78    
Smart Investing & Trading Score: 25
Day Percent Change: 0.41%    
Day Change: 1.17
Week Change: 0.57%    
Year-to-date Change: 0.9%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Aflac IncorporatedAFL Aflac Incorporated
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 22706 Millions
Recent Price: 98.92    
Smart Investing & Trading Score: 25
Day Percent Change: 0.37%    
Day Change: 0.36
Week Change: 0.85%    
Year-to-date Change: -3.8%
AFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFL to Watchlist:       View:      Get Complete AFL Trend Analysis ➞

Stock Chart of Univest Financial CorporationUVSP Univest Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 467.999 Millions
Recent Price: 28.74    
Smart Investing & Trading Score: 25
Day Percent Change: 0.31%    
Day Change: 0.09
Week Change: 2.2%    
Year-to-date Change: -1.9%
UVSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVSP to Watchlist:       View:      Get Complete UVSP Trend Analysis ➞

Stock Chart of Home Bancshares, Inc. (Conway, AR)HOMB Home Bancshares, Inc. (Conway, AR)
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2090.49 Millions
Recent Price: 28.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.07
Week Change: 1.45%    
Year-to-date Change: -0.4%
HOMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOMB to Watchlist:       View:      Get Complete HOMB Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 66.31    
Smart Investing & Trading Score: 25
Day Percent Change: 0.18%    
Day Change: 0.12
Week Change: 0.59%    
Year-to-date Change: -11.3%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB Trend Analysis ➞

Stock Chart of Commerce Bancshares, Inc.CBSH Commerce Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 6201.5 Millions
Recent Price: 60.80    
Smart Investing & Trading Score: 25
Day Percent Change: -0.02%    
Day Change: -0.01
Week Change: 1.47%    
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 Gladstone Commercial CorporationGOOD Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 425.253 Millions
Recent Price: 13.23    
Smart Investing & Trading Score: 25
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 1.69%    
Year-to-date Change: -16.4%
GOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOOD to Watchlist:       View:      Get Complete GOOD Trend Analysis ➞

Stock Chart of Civista Bancshares, Inc.CIVB Civista Bancshares, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 255.929 Millions
Recent Price: 19.34    
Smart Investing & Trading Score: 25
Day Percent Change: -0.67%    
Day Change: -0.13
Week Change: -0.05%    
Year-to-date Change: -7.3%
CIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIVB to Watchlist:       View:      Get Complete CIVB Trend Analysis ➞

Stock Chart of Interactive Brokers Group, Inc.IBKR Interactive Brokers Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 16975.7 Millions
Recent Price: 63.71    
Smart Investing & Trading Score: 25
Day Percent Change: -1.83%    
Day Change: -1.19
Week Change: 0.16%    
Year-to-date Change: -63.9%
IBKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKR to Watchlist:       View:      Get Complete IBKR Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 22.80    
Smart Investing & Trading Score: 23
Day Percent Change: 0.53%    
Day Change: 0.12
Week Change: 2.52%    
Year-to-date Change: 0.2%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB 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: 15.40    
Smart Investing & Trading Score: 23
Day Percent Change: -1.85%    
Day Change: -0.29
Week Change: -0.84%    
Year-to-date Change: -10.9%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of Ryman Hospitality Properties, Inc.RHP Ryman Hospitality Properties, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1519.74 Millions
Recent Price: 93.74    
Smart Investing & Trading Score: 20
Day Percent Change: 0.75%    
Day Change: 0.7
Week Change: 0.89%    
Year-to-date Change: -9.0%
RHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RHP to Watchlist:       View:      Get Complete RHP Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 6.71    
Smart Investing & Trading Score: 20
Day Percent Change: 0.3%    
Day Change: 0.02
Week Change: 0.9%    
Year-to-date Change: -24.1%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of Solar Senior Capital Ltd.SUNS Solar Senior Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.203 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 20
Day Percent Change: 0.1%    
Day Change: 0.01
Week Change: 0.71%    
Year-to-date Change: -27.5%
SUNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUNS to Watchlist:       View:      Get Complete SUNS Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 16.71    
Smart Investing & Trading Score: 20
Day Percent Change: -0.12%    
Day Change: -0.02
Week Change: 1.09%    
Year-to-date Change: -30.4%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of Armada Hoffler Properties, Inc.AHH Armada Hoffler Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 550.653 Millions
Recent Price: 6.75    
Smart Investing & Trading Score: 20
Day Percent Change: -0.3%    
Day Change: -0.02
Week Change: 0.9%    
Year-to-date Change: -32.8%
AHH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHH to Watchlist:       View:      Get Complete AHH Trend Analysis ➞

Stock Chart of SelectQuote, Inc.SLQT SelectQuote, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 38257 Millions
Recent Price: 1.74    
Smart Investing & Trading Score: 20
Day Percent Change: -1.14%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: -53.2%
SLQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLQT to Watchlist:       View:      Get Complete SLQT 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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