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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

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):

JPMorgan Chase 60	Citi 43	Goldman Sachs 83
Wells Fargo 26	American Express 43	Bank of America 26
Morgan Stanley 58	Mastercard 64	Visa 0
American 32	Travelers 42	PNC 53
Capital One 36	BlackRock 76	Simon Property 48
CME 77	Allstate 64	PayPal 17

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

Ticker	Stock Name	Watchlist	Category	Recent Price	Smart Investing & Trading Score	Change %	YTD Change%
CG	Carlyle		Asset Mgmt	60.43	51	2.93	20.50%
BRT	BRT Apartments		Mortgage	14.94	28	2.89	-15.97%
TRTX	TPG RE		Mortgage	8.92	100	2.88	8.04%
LNC	Loln National		Life Insurance	37.92	95	2.85	23.08%
CTRE	CareTrust REIT		REIT	32.90	100	2.84	23.05%
ROOT	Root		Insurance Property & Casualty	119.99	42	2.80	65.29%
COOP	Mr. Cooper		S&L	179.14	93	2.80	86.58%
NKSH	National Bankshares		Regional Banks	27.87	53	2.80	-2.93%
FCFS	FirstCash		Credit Services	134.75	95	2.80	30.49%
L	Loews		Insurance	92.82	83	2.80	9.68%
TROW	T. Rowe		Asset Mgmt	105.94	81	2.79	-5.01%
GPMT	Granite Point		Mortgage	2.59	69	2.78	-5.35%
ATLO	Ames National		Regional Banks	18.51	93	2.78	13.90%
NTB	Bank of N.T. Butterfield & Son		Foreign Banks	45.96	78	2.77	27.20%
LCNB	LCNB		Regional Banks	14.59	23	2.75	-2.18%
SOFI	SoFi Technologies		Credit Services	21.81	68	2.73	41.62%
PFIS	Peoples		Regional Banks	48.18	38	2.73	-4.65%
OWL	Blue Owl		Asset Mgmt	19.35	43	2.71	-16.19%
SAMG	Silvercrest Asset		Asset Mgmt	16.30	59	2.71	-10.30%
WSR	Whitestone REIT		REIT - Retail	12.12	20	2.71	-13.35%
PMT	PennyMac Mortgage		Mortgage	12.12	42	2.71	-0.58%
KRC	Kilroy Realty		REIT - Office	37.54	88	2.71	-5.66%
APO	Apollo Global		Investments	142.02	43	2.70	-13.77%
WRLD	World Acceptance		Credit Services	158.50	56	2.68	40.96%
VNO	Vornado Realty		REIT -	38.65	66	2.68	-8.06%

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

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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

Ticker	ETF Name	Watchlist	Recent Price	Smart Investing & Trading Score	Change %	Week %	Year-to-date %
XLF	Financial		51.91	33	0.99	0.99	7.8%
IAI	Broker-Dealers & Secs		174.97	63	2.34	2.34	21.82%
KBE	Bank		55.98	43	1.3	1.3	1.64%
FAS	Financial Bull 3X		161.82	33	2.91	2.91	7.48%
FAZ	Financial Bear 3X		4.54	62	-2.78	-2.78	-27.4%
UYG	Financials		92.87	26	1.72	1.72	9%
KIE	Insurance		56.42	25	1.27	1.27	0.32%

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 (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.

	CG The Carlyle Group Inc.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 7269.33 Millions
	Recent Price: 60.43 Smart Investing & Trading Score: 51
	Day Percent Change: 2.93% Day Change: 1.72
	Week Change: 2.93% Year-to-date Change: 20.5%
CG Links: Profile News Message Board
Charts:- Daily , Weekly
Add CG to Watchlist: View: Get Complete CG Trend Analysis ➞

	BRT BRT Apartments Corp.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 163.239 Millions
	Recent Price: 14.94 Smart Investing & Trading Score: 28
	Day Percent Change: 2.89% Day Change: 0.42
	Week Change: 2.89% Year-to-date Change: -16.0%
BRT Links: Profile News Message Board
Charts:- Daily , Weekly
Add BRT to Watchlist: View: Get Complete BRT Trend Analysis ➞

	TRTX TPG RE Finance Trust, Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 607.739 Millions
	Recent Price: 8.92 Smart Investing & Trading Score: 100
	Day Percent Change: 2.88% Day Change: 0.25
	Week Change: 2.88% Year-to-date Change: 8.0%
TRTX Links: Profile News Message Board
Charts:- Daily , Weekly
Add TRTX to Watchlist: View: Get Complete TRTX Trend Analysis ➞

	LNC Lincoln National Corporation
	Sector: Financials
	SubSector: Life Insurance
	MarketCap: 4545.26 Millions
	Recent Price: 37.92 Smart Investing & Trading Score: 95
	Day Percent Change: 2.85% Day Change: 1.05
	Week Change: 2.85% Year-to-date Change: 23.1%
LNC Links: Profile News Message Board
Charts:- Daily , Weekly
Add LNC to Watchlist: View: Get Complete LNC Trend Analysis ➞

	CTRE CareTrust REIT, Inc.
	Sector: Financials
	SubSector: REIT - Healthcare Facilities
	MarketCap: 1507.94 Millions
	Recent Price: 32.90 Smart Investing & Trading Score: 100
	Day Percent Change: 2.84% Day Change: 0.91
	Week Change: 2.84% Year-to-date Change: 23.1%
CTRE Links: Profile News Message Board
Charts:- Daily , Weekly
Add CTRE to Watchlist: View: Get Complete CTRE Trend Analysis ➞

	ROOT Root, Inc.
	Sector: Financials
	SubSector: Insurance Property & Casualty
	MarketCap: 35257 Millions
	Recent Price: 119.99 Smart Investing & Trading Score: 42
	Day Percent Change: 2.8% Day Change: 3.27
	Week Change: 2.8% Year-to-date Change: 65.3%
ROOT Links: Profile News Message Board
Charts:- Daily , Weekly
Add ROOT to Watchlist: View: Get Complete ROOT Trend Analysis ➞

	COOP Mr. Cooper Group Inc.
	Sector: Financials
	SubSector: Savings & Loans
	MarketCap: 648.33 Millions
	Recent Price: 179.14 Smart Investing & Trading Score: 93
	Day Percent Change: 2.8% Day Change: 4.88
	Week Change: 2.8% Year-to-date Change: 86.6%
COOP Links: Profile News Message Board
Charts:- Daily , Weekly
Add COOP to Watchlist: View: Get Complete COOP Trend Analysis ➞

	NKSH National Bankshares, Inc.
	Sector: Financials
	SubSector: Regional - Mid-Atlantic Banks
	MarketCap: 209.759 Millions
	Recent Price: 27.87 Smart Investing & Trading Score: 53
	Day Percent Change: 2.8% Day Change: 0.76
	Week Change: 2.8% Year-to-date Change: -2.9%
NKSH Links: Profile News Message Board
Charts:- Daily , Weekly
Add NKSH to Watchlist: View: Get Complete NKSH Trend Analysis ➞

	FCFS FirstCash, Inc.
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 2795.48 Millions
	Recent Price: 134.75 Smart Investing & Trading Score: 95
	Day Percent Change: 2.8% Day Change: 3.67
	Week Change: 2.8% Year-to-date Change: 30.5%
FCFS Links: Profile News Message Board
Charts:- Daily , Weekly
Add FCFS to Watchlist: View: Get Complete FCFS Trend Analysis ➞

	L Loews Corporation
	Sector: Financials
	SubSector: Property & Casualty Insurance
	MarketCap: 10768.2 Millions
	Recent Price: 92.82 Smart Investing & Trading Score: 83
	Day Percent Change: 2.8% Day Change: 2.53
	Week Change: 2.8% Year-to-date Change: 9.7%
L Links: Profile News Message Board
Charts:- Daily , Weekly
Add L to Watchlist: View: Get Complete L Trend Analysis ➞

	TROW T. Rowe Price Group, Inc.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 24530 Millions
	Recent Price: 105.94 Smart Investing & Trading Score: 81
	Day Percent Change: 2.79% Day Change: 2.88
	Week Change: 2.79% Year-to-date Change: -5.0%
TROW Links: Profile News Message Board
Charts:- Daily , Weekly
Add TROW to Watchlist: View: Get Complete TROW Trend Analysis ➞

	GPMT Granite Point Mortgage Trust Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 289.739 Millions
	Recent Price: 2.59 Smart Investing & Trading Score: 69
	Day Percent Change: 2.78% Day Change: 0.07
	Week Change: 2.78% Year-to-date Change: -5.4%
GPMT Links: Profile News Message Board
Charts:- Daily , Weekly
Add GPMT to Watchlist: View: Get Complete GPMT Trend Analysis ➞

	ATLO Ames National Corporation
	Sector: Financials
	SubSector: Regional - Northeast Banks
	MarketCap: 195.999 Millions
	Recent Price: 18.51 Smart Investing & Trading Score: 93
	Day Percent Change: 2.78% Day Change: 0.5
	Week Change: 2.78% Year-to-date Change: 13.9%
ATLO Links: Profile News Message Board
Charts:- Daily , Weekly
Add ATLO to Watchlist: View: Get Complete ATLO Trend Analysis ➞

	NTB The Bank of N.T. Butterfield & Son Limited
	Sector: Financials
	SubSector: Foreign Regional Banks
	MarketCap: 889.379 Millions
	Recent Price: 45.96 Smart Investing & Trading Score: 78
	Day Percent Change: 2.77% Day Change: 1.24
	Week Change: 2.77% Year-to-date Change: 27.2%
NTB Links: Profile News Message Board
Charts:- Daily , Weekly
Add NTB to Watchlist: View: Get Complete NTB Trend Analysis ➞

	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 ➞

	SOFI SoFi Technologies, Inc.
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 7990 Millions
	Recent Price: 21.81 Smart Investing & Trading Score: 68
	Day Percent Change: 2.73% Day Change: 0.58
	Week Change: 2.73% Year-to-date Change: 41.6%
SOFI Links: Profile News Message Board
Charts:- Daily , Weekly
Add SOFI to Watchlist: View: Get Complete SOFI Trend Analysis ➞

	PFIS Peoples Financial Services Corp.
	Sector: Financials
	SubSector: Regional - Northeast Banks
	MarketCap: 305.499 Millions
	Recent Price: 48.18 Smart Investing & Trading Score: 38
	Day Percent Change: 2.73% Day Change: 1.28
	Week Change: 2.73% Year-to-date Change: -4.7%
PFIS Links: Profile News Message Board
Charts:- Daily , Weekly
Add PFIS to Watchlist: View: Get Complete PFIS Trend Analysis ➞

	OWL Blue Owl Capital Inc.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 16240 Millions
	Recent Price: 19.35 Smart Investing & Trading Score: 43
	Day Percent Change: 2.71% Day Change: 0.51
	Week Change: 2.71% Year-to-date Change: -16.2%
OWL Links: Profile News Message Board
Charts:- Daily , Weekly
Add OWL to Watchlist: View: Get Complete OWL Trend Analysis ➞

	SAMG Silvercrest Asset Management Group Inc.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 116.303 Millions
	Recent Price: 16.30 Smart Investing & Trading Score: 59
	Day Percent Change: 2.71% Day Change: 0.43
	Week Change: 2.71% Year-to-date Change: -10.3%
SAMG Links: Profile News Message Board
Charts:- Daily , Weekly
Add SAMG to Watchlist: View: Get Complete SAMG Trend Analysis ➞

	WSR Whitestone REIT
	Sector: Financials
	SubSector: REIT - Retail
	MarketCap: 316.114 Millions
	Recent Price: 12.12 Smart Investing & Trading Score: 20
	Day Percent Change: 2.71% Day Change: 0.32
	Week Change: 2.71% Year-to-date Change: -13.4%
WSR Links: Profile News Message Board
Charts:- Daily , Weekly
Add WSR to Watchlist: View: Get Complete WSR Trend Analysis ➞

	PMT PennyMac Mortgage Investment Trust
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 917.639 Millions
	Recent Price: 12.12 Smart Investing & Trading Score: 42
	Day Percent Change: 2.71% Day Change: 0.32
	Week Change: 2.71% Year-to-date Change: -0.6%
PMT Links: Profile News Message Board
Charts:- Daily , Weekly
Add PMT to Watchlist: View: Get Complete PMT Trend Analysis ➞

	KRC Kilroy Realty Corporation
	Sector: Financials
	SubSector: REIT - Office
	MarketCap: 6390.46 Millions
	Recent Price: 37.54 Smart Investing & Trading Score: 88
	Day Percent Change: 2.71% Day Change: 0.99
	Week Change: 2.71% Year-to-date Change: -5.7%
KRC Links: Profile News Message Board
Charts:- Daily , Weekly
Add KRC to Watchlist: View: Get Complete KRC Trend Analysis ➞

	APO Apollo Global Management, Inc.
	Sector: Financials
	SubSector: Diversified Investments
	MarketCap: 12706 Millions
	Recent Price: 142.02 Smart Investing & Trading Score: 43
	Day Percent Change: 2.7% Day Change: 3.73
	Week Change: 2.7% Year-to-date Change: -13.8%
APO Links: Profile News Message Board
Charts:- Daily , Weekly
Add APO to Watchlist: View: Get Complete APO Trend Analysis ➞

	WRLD World Acceptance Corporation
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 486.408 Millions
	Recent Price: 158.50 Smart Investing & Trading Score: 56
	Day Percent Change: 2.68% Day Change: 4.14
	Week Change: 2.68% Year-to-date Change: 41.0%
WRLD Links: Profile News Message Board
Charts:- Daily , Weekly
Add WRLD to Watchlist: View: Get Complete WRLD Trend Analysis ➞

	VNO Vornado Realty Trust
	Sector: Financials
	SubSector: REIT - Diversified
	MarketCap: 6300.63 Millions
	Recent Price: 38.65 Smart Investing & Trading Score: 66
	Day Percent Change: 2.68% Day Change: 1.01
	Week Change: 2.68% Year-to-date Change: -8.1%
VNO Links: Profile News Message Board
Charts:- Daily , Weekly
Add VNO to Watchlist: View: Get Complete VNO 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

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