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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
MBWMMercantile Bank Regional Banks42.231727.39-4.31%
ORIOld Republic Insurance37.664626.7211.04%
CTBICommunity Trust Regional Banks49.103226.70-6.55%
ISTRInvestar Holding Regional - Southwest Banks18.513226.69-15.21%
AMPAmeriprise  Asset Mgmt468.383026.69-11.79%
LLoews  Insurance85.966326.321.57%
SMBCSouthern Missouri S&L52.631025.93-7.91%
FRBAFirst Bank Regional Banks14.201725.901.31%
HBNCHorizon Bancorp Regional Banks14.743225.74-6.49%
NBHCNational Bank Regional Banks35.86725.44-16.14%
CGCarlyle  Asset Mgmt39.106425.39-22.03%
WDWalker & Dunlop Mortgage76.63724.96-20.54%
BLXBanco Latinoamericano Foreign Banks38.659024.3910.40%
COFCapital One Credit Services183.135024.393.00%
PFBCPreferred Bank Regional Banks79.644024.29-6.02%
BYByline Bancorp Regional Banks25.651823.99-11.24%
SYBTStock Yards Regional Banks74.197623.554.07%
AMTAmerican Tower REIT - 211.304122.9616.15%
GSHDGoosehead Insurance Insurance94.565722.88-6.82%
TIPTTiptree  Life Insurance22.166622.866.51%
THGHanover Insurance Insurance162.917922.615.91%
CINFCinnati  Insurance135.877022.43-4.88%
IRTIndependence Realty REIT19.565822.25-0.65%
PSAPublic Storage REIT - Industrial292.112520.97-1.47%
BRXBrixmor Property REIT - Retail26.017819.95-4.55%
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 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 Mercantile Bank CorporationMBWM Mercantile Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 372.77 Millions
Recent Price: 42.23    
Smart Investing & Trading Score: 17
Day Percent Change: 27.39%    
Day Change: 9.95
Week Change: 0.93%    
Year-to-date Change: -4.3%
MBWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBWM to Watchlist:       View:      Get Complete MBWM Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 37.66    
Smart Investing & Trading Score: 46
Day Percent Change: 26.72%    
Day Change: 7.43
Week Change: 1.02%    
Year-to-date Change: 11.0%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 49.10    
Smart Investing & Trading Score: 32
Day Percent Change: 26.70%    
Day Change: 10.57
Week Change: 0.57%    
Year-to-date Change: -6.6%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 18.51    
Smart Investing & Trading Score: 32
Day Percent Change: 26.69%    
Day Change: 3.86
Week Change: 1.48%    
Year-to-date Change: -15.2%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 468.38    
Smart Investing & Trading Score: 30
Day Percent Change: 26.69%    
Day Change: 92.62
Week Change: 0.52%    
Year-to-date Change: -11.8%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Loews CorporationL Loews Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 10768.2 Millions
Recent Price: 85.96    
Smart Investing & Trading Score: 63
Day Percent Change: 26.32%    
Day Change: 16.74
Week Change: 0.81%    
Year-to-date Change: 1.6%
L Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add L to Watchlist:       View:      Get Complete L Trend Analysis ➞

Stock Chart of Southern Missouri Bancorp, Inc.SMBC Southern Missouri Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 272.53 Millions
Recent Price: 52.63    
Smart Investing & Trading Score: 10
Day Percent Change: 25.93%    
Day Change: 11.95
Week Change: -0.15%    
Year-to-date Change: -7.9%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 14.20    
Smart Investing & Trading Score: 17
Day Percent Change: 25.90%    
Day Change: 3.18
Week Change: 2.23%    
Year-to-date Change: 1.3%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of Horizon Bancorp, Inc.HBNC Horizon Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 405.999 Millions
Recent Price: 14.74    
Smart Investing & Trading Score: 32
Day Percent Change: 25.74%    
Day Change: 3.23
Week Change: 1.24%    
Year-to-date Change: -6.5%
HBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBNC to Watchlist:       View:      Get Complete HBNC Trend Analysis ➞

Stock Chart of National Bank Holdings CorporationNBHC National Bank Holdings Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 766.87 Millions
Recent Price: 35.86    
Smart Investing & Trading Score: 7
Day Percent Change: 25.44%    
Day Change: 8.88
Week Change: 1.5%    
Year-to-date Change: -16.1%
NBHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBHC to Watchlist:       View:      Get Complete NBHC Trend Analysis ➞

Stock Chart of The Carlyle Group Inc.CG The Carlyle Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 7269.33 Millions
Recent Price: 39.10    
Smart Investing & Trading Score: 64
Day Percent Change: 25.39%    
Day Change: 8.15
Week Change: 0.18%    
Year-to-date Change: -22.0%
CG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CG to Watchlist:       View:      Get Complete CG Trend Analysis ➞

Stock Chart of Walker & Dunlop, Inc.WD Walker & Dunlop, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1312.99 Millions
Recent Price: 76.63    
Smart Investing & Trading Score: 7
Day Percent Change: 24.96%    
Day Change: 21.45
Week Change: 1.07%    
Year-to-date Change: -20.5%
WD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WD to Watchlist:       View:      Get Complete WD Trend Analysis ➞

Stock Chart of Banco Latinoamericano de Comercio Exterior, S.ABLX Banco Latinoamericano de Comercio Exterior, S.A
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 390.471 Millions
Recent Price: 38.65    
Smart Investing & Trading Score: 90
Day Percent Change: 24.39%    
Day Change: 5.94
Week Change: -0.15%    
Year-to-date Change: 10.4%
BLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLX to Watchlist:       View:      Get Complete BLX Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 183.13    
Smart Investing & Trading Score: 50
Day Percent Change: 24.39%    
Day Change: 27.95
Week Change: 0.22%    
Year-to-date Change: 3.0%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF 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 Byline Bancorp, Inc.BY Byline Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 381.87 Millions
Recent Price: 25.65    
Smart Investing & Trading Score: 18
Day Percent Change: 23.99%    
Day Change: 5.36
Week Change: 0.16%    
Year-to-date Change: -11.2%
BY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BY to Watchlist:       View:      Get Complete BY Trend Analysis ➞

Stock Chart of Stock Yards Bancorp, Inc.SYBT Stock Yards Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 629.235 Millions
Recent Price: 74.19    
Smart Investing & Trading Score: 76
Day Percent Change: 23.55%    
Day Change: 11.49
Week Change: -0.64%    
Year-to-date Change: 4.1%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of American Tower Corporation (REIT)AMT American Tower Corporation (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 92527 Millions
Recent Price: 211.30    
Smart Investing & Trading Score: 41
Day Percent Change: 22.96%    
Day Change: 42.39
Week Change: 0.23%    
Year-to-date Change: 16.2%
AMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMT to Watchlist:       View:      Get Complete AMT Trend Analysis ➞

Stock Chart of Goosehead Insurance, IncGSHD Goosehead Insurance, Inc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1863.57 Millions
Recent Price: 94.56    
Smart Investing & Trading Score: 57
Day Percent Change: 22.88%    
Day Change: 14.95
Week Change: -5%    
Year-to-date Change: -6.8%
GSHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSHD to Watchlist:       View:      Get Complete GSHD Trend Analysis ➞

Stock Chart of Tiptree Inc.TIPT Tiptree Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 183.486 Millions
Recent Price: 22.16    
Smart Investing & Trading Score: 66
Day Percent Change: 22.86%    
Day Change: 3.61
Week Change: -0.14%    
Year-to-date Change: 6.5%
TIPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TIPT to Watchlist:       View:      Get Complete TIPT Trend Analysis ➞

Stock Chart of The Hanover Insurance Group, Inc.THG The Hanover Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3677.92 Millions
Recent Price: 162.91    
Smart Investing & Trading Score: 79
Day Percent Change: 22.61%    
Day Change: 25.32
Week Change: 0.77%    
Year-to-date Change: 5.9%
THG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THG to Watchlist:       View:      Get Complete THG Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 135.87    
Smart Investing & Trading Score: 70
Day Percent Change: 22.43%    
Day Change: 24.33
Week Change: 1.63%    
Year-to-date Change: -4.9%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF Trend Analysis ➞

Stock Chart of Independence Realty Trust, Inc.IRT Independence Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 980.161 Millions
Recent Price: 19.56    
Smart Investing & Trading Score: 58
Day Percent Change: 22.25%    
Day Change: 3.66
Week Change: -0.1%    
Year-to-date Change: -0.7%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of Public StoragePSA Public Storage
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 32733.9 Millions
Recent Price: 292.11    
Smart Investing & Trading Score: 25
Day Percent Change: 20.97%    
Day Change: 59.11
Week Change: 0.41%    
Year-to-date Change: -1.5%
PSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSA to Watchlist:       View:      Get Complete PSA Trend Analysis ➞

Stock Chart of Brixmor Property Group Inc.BRX Brixmor Property Group Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3561.54 Millions
Recent Price: 26.01    
Smart Investing & Trading Score: 78
Day Percent Change: 19.95%    
Day Change: 4.51
Week Change: 0.89%    
Year-to-date Change: -4.6%
BRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRX to Watchlist:       View:      Get Complete BRX 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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