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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%
TBBK	Bancorp		Regional Banks	64.48	68	3.18%	22.52%
VIRT	Virtu		Brokerage	43.41	33	0.09%	22.49%
AX	Axos		S&L	85.53	68	1.33%	22.45%
IVZ	Invesco		Asset Mgmt	21.00	70	1.89%	21.49%
NMRK	Newmark		Property Mgmt	15.50	95	2.51%	21.25%
WRB	W. R.		Insurance	70.48	69	1.78%	20.59%
CG	Carlyle		Asset Mgmt	60.43	51	2.93%	20.50%
BBUC	Brookfield Business		Asset Mgmt	29.11	26	-0.95%	20.27%
PAX	Patria s		Asset Mgmt	13.80	61	3.45%	20.19%
HCI	HCI		Insurance	139.49	28	0.45%	20.11%
CBRE	CBRE		Property Mgmt	156.03	75	1.36%	18.84%
COF	Capital One		Credit Services	210.79	36	1.60%	18.56%
MCB	Metropolitan Bank		Regional Banks	69.19	36	0.63%	18.48%
NLY	Annaly Capital		Mortgage	20.91	100	1.95%	18.27%
THFF	First		Regional Banks	53.23	43	1.51%	17.76%
VICI	VICI Properties		REIT -	33.93	100	2.48%	17.73%
ARI	Apollo Commercial		Mortgage	9.91	83	1.33%	17.47%
NNI	Nelnet		Credit Services	124.83	81	1.41%	17.16%
AMT	American Tower		REIT -	212.98	25	0.41%	17.08%
VTR	Ventas		REIT	68.28	90	1.16%	16.76%
VBTX	Veritex		Regional - Southwest Banks	31.40	43	1.55%	16.48%
NU	Nu		Banks -	12.03	23	-0.17%	16.12%
SLM	SLM		Credit Services	31.86	25	2.02%	16.04%
AMG	Affiliated Managers		Asset Mgmt	214.52	95	3.60%	16.01%
BLX	Banco Latinoamericano		Foreign Banks	40.57	25	3.15%	15.89%

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.

	TBBK The Bancorp, Inc.
	Sector: Financials
	SubSector: Regional - Mid-Atlantic Banks
	MarketCap: 267.859 Millions
	Recent Price: 64.48 Smart Investing & Trading Score: 68
	Day Percent Change: 3.18% Day Change: 1.99
	Week Change: 3.18% Year-to-date Change: 22.5%
TBBK Links: Profile News Message Board
Charts:- Daily , Weekly
Add TBBK to Watchlist: View: Get Complete TBBK Trend Analysis ➞

	VIRT Virtu Financial, Inc.
	Sector: Financials
	SubSector: Investment Brokerage - National
	MarketCap: 4305.15 Millions
	Recent Price: 43.41 Smart Investing & Trading Score: 33
	Day Percent Change: 0.09% Day Change: 0.04
	Week Change: 0.09% Year-to-date Change: 22.5%
VIRT Links: Profile News Message Board
Charts:- Daily , Weekly
Add VIRT to Watchlist: View: Get Complete VIRT Trend Analysis ➞

	AX Axos Financial, Inc.
	Sector: Financials
	SubSector: Savings & Loans
	MarketCap: 1037.3 Millions
	Recent Price: 85.53 Smart Investing & Trading Score: 68
	Day Percent Change: 1.33% Day Change: 1.12
	Week Change: 1.33% Year-to-date Change: 22.5%
AX Links: Profile News Message Board
Charts:- Daily , Weekly
Add AX to Watchlist: View: Get Complete AX Trend Analysis ➞

	IVZ Invesco Ltd.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 4578.23 Millions
	Recent Price: 21.00 Smart Investing & Trading Score: 70
	Day Percent Change: 1.89% Day Change: 0.39
	Week Change: 1.89% Year-to-date Change: 21.5%
IVZ Links: Profile News Message Board
Charts:- Daily , Weekly
Add IVZ to Watchlist: View: Get Complete IVZ Trend Analysis ➞

	NMRK Newmark Group, Inc.
	Sector: Financials
	SubSector: Property Management
	MarketCap: 767.542 Millions
	Recent Price: 15.50 Smart Investing & Trading Score: 95
	Day Percent Change: 2.51% Day Change: 0.38
	Week Change: 2.51% Year-to-date Change: 21.3%
NMRK Links: Profile News Message Board
Charts:- Daily , Weekly
Add NMRK to Watchlist: View: Get Complete NMRK Trend Analysis ➞

	WRB W. R. Berkley Corporation
	Sector: Financials
	SubSector: Property & Casualty Insurance
	MarketCap: 9863.82 Millions
	Recent Price: 70.48 Smart Investing & Trading Score: 69
	Day Percent Change: 1.78% Day Change: 1.23
	Week Change: 1.78% Year-to-date Change: 20.6%
WRB Links: Profile News Message Board
Charts:- Daily , Weekly
Add WRB to Watchlist: View: Get Complete WRB Trend Analysis ➞

	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 ➞

	BBUC Brookfield Business Corporation
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 1810 Millions
	Recent Price: 29.11 Smart Investing & Trading Score: 26
	Day Percent Change: -0.95% Day Change: -0.28
	Week Change: -0.95% Year-to-date Change: 20.3%
BBUC Links: Profile News Message Board
Charts:- Daily , Weekly
Add BBUC to Watchlist: View: Get Complete BBUC Trend Analysis ➞

	PAX Patria Investments Limited
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 2130 Millions
	Recent Price: 13.80 Smart Investing & Trading Score: 61
	Day Percent Change: 3.45% Day Change: 0.46
	Week Change: 3.45% Year-to-date Change: 20.2%
PAX Links: Profile News Message Board
Charts:- Daily , Weekly
Add PAX to Watchlist: View: Get Complete PAX Trend Analysis ➞

	HCI HCI Group, Inc.
	Sector: Financials
	SubSector: Property & Casualty Insurance
	MarketCap: 297.412 Millions
	Recent Price: 139.49 Smart Investing & Trading Score: 28
	Day Percent Change: 0.45% Day Change: 0.63
	Week Change: 0.45% Year-to-date Change: 20.1%
HCI Links: Profile News Message Board
Charts:- Daily , Weekly
Add HCI to Watchlist: View: Get Complete HCI Trend Analysis ➞

	CBRE CBRE Group, Inc.
	Sector: Financials
	SubSector: Property Management
	MarketCap: 12799.2 Millions
	Recent Price: 156.03 Smart Investing & Trading Score: 75
	Day Percent Change: 1.36% Day Change: 2.09
	Week Change: 1.36% Year-to-date Change: 18.8%
CBRE Links: Profile News Message Board
Charts:- Daily , Weekly
Add CBRE to Watchlist: View: Get Complete CBRE Trend Analysis ➞

	COF Capital One Financial Corporation
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 23094.2 Millions
	Recent Price: 210.79 Smart Investing & Trading Score: 36
	Day Percent Change: 1.6% Day Change: 3.32
	Week Change: 1.6% Year-to-date Change: 18.6%
COF Links: Profile News Message Board
Charts:- Daily , Weekly
Add COF to Watchlist: View: Get Complete COF Trend Analysis ➞

	MCB Metropolitan Bank Holding Corp.
	Sector: Financials
	SubSector: Regional - Northeast Banks
	MarketCap: 212.999 Millions
	Recent Price: 69.19 Smart Investing & Trading Score: 36
	Day Percent Change: 0.63% Day Change: 0.43
	Week Change: 0.63% Year-to-date Change: 18.5%
MCB Links: Profile News Message Board
Charts:- Daily , Weekly
Add MCB to Watchlist: View: Get Complete MCB Trend Analysis ➞

	NLY Annaly Capital Management, Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 9127.79 Millions
	Recent Price: 20.91 Smart Investing & Trading Score: 100
	Day Percent Change: 1.95% Day Change: 0.4
	Week Change: 1.95% Year-to-date Change: 18.3%
NLY Links: Profile News Message Board
Charts:- Daily , Weekly
Add NLY to Watchlist: View: Get Complete NLY Trend Analysis ➞

	THFF First Financial Corporation
	Sector: Financials
	SubSector: Regional - Midwest Banks
	MarketCap: 433.07 Millions
	Recent Price: 53.23 Smart Investing & Trading Score: 43
	Day Percent Change: 1.51% Day Change: 0.79
	Week Change: 1.51% Year-to-date Change: 17.8%
THFF Links: Profile News Message Board
Charts:- Daily , Weekly
Add THFF to Watchlist: View: Get Complete THFF Trend Analysis ➞

	VICI VICI Properties Inc.
	Sector: Financials
	SubSector: REIT - Diversified
	MarketCap: 7327.03 Millions
	Recent Price: 33.93 Smart Investing & Trading Score: 100
	Day Percent Change: 2.48% Day Change: 0.82
	Week Change: 2.48% Year-to-date Change: 17.7%
VICI Links: Profile News Message Board
Charts:- Daily , Weekly
Add VICI to Watchlist: View: Get Complete VICI Trend Analysis ➞

	ARI Apollo Commercial Real Estate Finance, Inc.
	Sector: Financials
	SubSector: Mortgage Investment
	MarketCap: 1302.19 Millions
	Recent Price: 9.91 Smart Investing & Trading Score: 83
	Day Percent Change: 1.33% Day Change: 0.13
	Week Change: 1.33% Year-to-date Change: 17.5%
ARI Links: Profile News Message Board
Charts:- Daily , Weekly
Add ARI to Watchlist: View: Get Complete ARI Trend Analysis ➞

	NNI Nelnet, Inc.
	Sector: Financials
	SubSector: Credit Services
	MarketCap: 1664.38 Millions
	Recent Price: 124.83 Smart Investing & Trading Score: 81
	Day Percent Change: 1.41% Day Change: 1.74
	Week Change: 1.41% Year-to-date Change: 17.2%
NNI Links: Profile News Message Board
Charts:- Daily , Weekly
Add NNI to Watchlist: View: Get Complete NNI Trend Analysis ➞

	AMT American Tower Corporation (REIT)
	Sector: Financials
	SubSector: REIT - Diversified
	MarketCap: 92527 Millions
	Recent Price: 212.98 Smart Investing & Trading Score: 25
	Day Percent Change: 0.41% Day Change: 0.88
	Week Change: 0.41% Year-to-date Change: 17.1%
AMT Links: Profile News Message Board
Charts:- Daily , Weekly
Add AMT to Watchlist: View: Get Complete AMT Trend Analysis ➞

	VTR Ventas, Inc.
	Sector: Financials
	SubSector: REIT - Healthcare Facilities
	MarketCap: 11180.4 Millions
	Recent Price: 68.28 Smart Investing & Trading Score: 90
	Day Percent Change: 1.16% Day Change: 0.78
	Week Change: 1.16% Year-to-date Change: 16.8%
VTR Links: Profile News Message Board
Charts:- Daily , Weekly
Add VTR to Watchlist: View: Get Complete VTR Trend Analysis ➞

	VBTX Veritex Holdings, Inc.
	Sector: Financials
	SubSector: Regional - Southwest Banks
	MarketCap: 625.165 Millions
	Recent Price: 31.40 Smart Investing & Trading Score: 43
	Day Percent Change: 1.55% Day Change: 0.48
	Week Change: 1.55% Year-to-date Change: 16.5%
VBTX Links: Profile News Message Board
Charts:- Daily , Weekly
Add VBTX to Watchlist: View: Get Complete VBTX Trend Analysis ➞

	NU Nu Holdings Ltd.
	Sector: Financials
	SubSector: Banks - Diversified
	MarketCap: 37240 Millions
	Recent Price: 12.03 Smart Investing & Trading Score: 23
	Day Percent Change: -0.17% Day Change: -0.02
	Week Change: -0.17% Year-to-date Change: 16.1%
NU Links: Profile News Message Board
Charts:- Daily , Weekly
Add NU to Watchlist: View: Get Complete NU Trend Analysis ➞

	SLM 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 ➞

	AMG Affiliated Managers Group, Inc.
	Sector: Financials
	SubSector: Asset Management
	MarketCap: 2849.63 Millions
	Recent Price: 214.52 Smart Investing & Trading Score: 95
	Day Percent Change: 3.6% Day Change: 7.46
	Week Change: 3.6% Year-to-date Change: 16.0%
AMG Links: Profile News Message Board
Charts:- Daily , Weekly
Add AMG to Watchlist: View: Get Complete AMG Trend Analysis ➞

	BLX Banco Latinoamericano de Comercio Exterior, S.A
	Sector: Financials
	SubSector: Foreign Money Center Banks
	MarketCap: 390.471 Millions
	Recent Price: 40.57 Smart Investing & Trading Score: 25
	Day Percent Change: 3.15% Day Change: 1.24
	Week Change: 3.15% Year-to-date Change: 15.9%
BLX Links: Profile News Message Board
Charts:- Daily , Weekly
Add BLX to Watchlist: View: Get Complete BLX 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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