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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
September 2, 2025 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 50 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 100 and hence a deterioration of trend.

 Year To Date Performance: 4.86 %
 Weekly Performance: -0.74 %
 Daily Performance: -0.74 %
12Stocks.com
Financial Sector Trend
50 / 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%
PHYSSprott Physical Exchange Traded Fund26.52100-0.3127.21%
FRPHFRP  Property Mgmt25.700-0.31-16.39%
JHGJanus Henderson Asset Mgmt44.3260-0.312.41%
BMARInnovator S&P Exchange Traded Fund50.5430-0.318.46%
PFEBInnovator S&P Exchange Traded Fund39.0150-0.315.15%
LAZLazard  Asset Mgmt57.1660-0.326.72%
PFBCPreferred Bank Regional Banks94.4050-0.328.06%
MCRMFS Charter Closed-End Fund - Debt6.3990-0.323.65%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity12.5440-0.326.39%
IQIInvesco Quality Closed-End Fund - Debt9.4260-0.32-1.45%
ZTRVirtus Total Closed-End Fund - Equity6.3830-0.3214.99%
AWAYETFMG Travel Exchange Traded Fund22.3030-0.320.71%
KIOKKR ome Closed-End Fund - Debt12.4950-0.320.74%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt12.6070-0.326.17%
NBBNuveen Taxable Asset Mgmt15.95100-0.328.78%
NJULInnovator Nasdaq Exchange Traded Fund69.4540-0.329.91%
USXFiShares ESG Exchange Traded Fund56.0530-0.3212.05%
AIGAmerican  Insurance81.0510-0.3311.15%
JOESt. Joe Real Estatet50.4620-0.339.74%
VKQInvesco Municipal Closed-End Fund - Debt9.1450-0.33-3.70%
LCNBLCNB  Regional Banks16.1840-0.333.55%
SIGIPSelective Insurance Insurance Property & Casualty17.3420-0.336.94%
FMAYFT Cboe Exchange Traded Fund51.4330-0.337.42%
TRMKTrustmark  Regional Banks40.2760-0.349.99%
UBFOUnited Security Regional Banks9.52100-0.34-8.27%
For chart view version of above stock list: Chart View ➞
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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 4.86% and is currently underperforming the overall market by -1.66% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 50
YTD Performance: 4.86%
**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[2924%] MicroSectors Gold[262%] Banco Santander[113%]
Banco Bilbao[103%] Iris Energy[99%] Bancolombia S.A[94%]
Mr. Cooper[91%] Heritage Insurance[91%] Inter & Co[87%]
Deutsche Bank[82%] X [80%] Woori [79%]
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
Plymouth Industrial[40.4%] SelectQuote [30.2%] Seritage Growth[20.2%]
MBIA [18.4%] iShares iBonds[14.6%] Nu [13.8%]
TD Ameritrade[11.2%] Cipher Mining[10.9%] Brookfield Business[10.2%]
Brookfield Business[9.8%] Stratus Properties[8.9%] MicroSectors Gold[7.2%]
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
Israel Acquisitions[-100%] Goldman Sachs[-100%] Xtrackers MSCI[-100%]
PHH [-92%] SunTrust Banks[-91%] CIM Commercial[-88%]
Fangdd Network[-86%] Office Properties[-77%] eHealth [-62%]
GoHealth [-60%] iShares iBonds[-58%] Offerpad [-53%]
.
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
MicroSectors Gold[100] Offerpad [100] NexGen Energy[100]
Healthcare Realty[100] Eagle Point[100] EZCORP [100]
Monroe Capital[100] KraneShares Trust[100] Infusive Compounding[100]
Credicorp [100] Mexico Fund[100] Sprott Physical[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  53.5950-0.74-0.744.86%
IAIBroker-Dealers & Secs 174.18201.920.612.72%
IYFFinancials  125.7360-0.32-0.8711.86%
IYGFinancial Services  89.6960-0.27-1.0812.5%
KRERegional Banking  65.5170-0.4-1.293.78%
IXGGlobal Financials  115.4950-0.21-0.3720.55%
VFHFinancials  131.9760-0.32-0.859.82%
KBEBank  61.06604.835.084.7%
FASFinancial Bull 3X 180.01504.685.86-1.42%
FAZFinancial Bear 3X 4.0660-4.81-5.67-19.26%
UYGFinancials  99.90503.14.072.59%
IATRegional Banks  54.1170-0.53-1.122.84%
KIEInsurance  58.86201.223.093.97%
PSCFSmallCap Financials  58.9050-0.44-0.752.76%
EUFNEurope Financials  33.4330-0.35-0.3251.27%
PGFFinancial Preferred  14.4460-0.140.353.03%
 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 Sprott Physical Gold TrustPHYS Sprott Physical Gold Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 2365.21 Millions
Recent Price: 26.52    
Smart Investing & Trading Score: 100
Day Percent Change: -0.31%    
Day Change: -0.08
Week Change: 0%    
Year-to-date Change: 27.2%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 25.70    
Smart Investing & Trading Score: 0
Day Percent Change: -0.31%    
Day Change: -0.08
Week Change: -1.54%    
Year-to-date Change: -16.4%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Janus Henderson Group plcJHG Janus Henderson Group plc
Sector: Financials
SubSector: Asset Management
MarketCap: 2992.33 Millions
Recent Price: 44.32    
Smart Investing & Trading Score: 60
Day Percent Change: -0.31%    
Day Change: -0.13
Week Change: -4.19%    
Year-to-date Change: 2.4%
JHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHG to Watchlist:       View:      Get Complete JHG Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   MarchBMAR Innovator S&P 500 Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 50.54    
Smart Investing & Trading Score: 30
Day Percent Change: -0.31%    
Day Change: -0.15
Week Change: -0.78%    
Year-to-date Change: 8.5%
BMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAR to Watchlist:       View:      Get Complete BMAR Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.01    
Smart Investing & Trading Score: 50
Day Percent Change: -0.31%    
Day Change: -0.12
Week Change: -0.68%    
Year-to-date Change: 5.2%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB Trend Analysis ➞

Stock Chart of Lazard LtdLAZ Lazard Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 3061.13 Millions
Recent Price: 57.16    
Smart Investing & Trading Score: 60
Day Percent Change: -0.32%    
Day Change: -0.17
Week Change: -3.78%    
Year-to-date Change: 6.7%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 94.40    
Smart Investing & Trading Score: 50
Day Percent Change: -0.32%    
Day Change: -0.29
Week Change: -2.86%    
Year-to-date Change: 8.1%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 90
Day Percent Change: -0.32%    
Day Change: -0.02
Week Change: -1.41%    
Year-to-date Change: 3.7%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, Inc.RQI Cohen & Steers Quality Income Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 811.847 Millions
Recent Price: 12.54    
Smart Investing & Trading Score: 40
Day Percent Change: -0.32%    
Day Change: -0.04
Week Change: 1.73%    
Year-to-date Change: 6.4%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.42    
Smart Investing & Trading Score: 60
Day Percent Change: -0.32%    
Day Change: -0.03
Week Change: -2.11%    
Year-to-date Change: -1.5%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 6.38    
Smart Investing & Trading Score: 30
Day Percent Change: -0.32%    
Day Change: -0.02
Week Change: 0.32%    
Year-to-date Change: 15.0%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.30    
Smart Investing & Trading Score: 30
Day Percent Change: -0.32%    
Day Change: -0.07
Week Change: 0%    
Year-to-date Change: 0.7%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY Trend Analysis ➞

Stock Chart of KKR Income Opportunities FundKIO KKR Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 208.607 Millions
Recent Price: 12.49    
Smart Investing & Trading Score: 50
Day Percent Change: -0.32%    
Day Change: -0.04
Week Change: -1.75%    
Year-to-date Change: 0.7%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 12.60    
Smart Investing & Trading Score: 70
Day Percent Change: -0.32%    
Day Change: -0.04
Week Change: -0.16%    
Year-to-date Change: 6.2%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 15.95    
Smart Investing & Trading Score: 100
Day Percent Change: -0.32%    
Day Change: -0.05
Week Change: -1.58%    
Year-to-date Change: 8.8%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 69.45    
Smart Investing & Trading Score: 40
Day Percent Change: -0.32%    
Day Change: -0.22
Week Change: -1.34%    
Year-to-date Change: 9.9%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of iShares ESG Advanced MSCI USA ETFUSXF iShares ESG Advanced MSCI USA ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 56.05    
Smart Investing & Trading Score: 30
Day Percent Change: -0.32%    
Day Change: -0.18
Week Change: -1.51%    
Year-to-date Change: 12.1%
USXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USXF to Watchlist:       View:      Get Complete USXF Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 81.05    
Smart Investing & Trading Score: 10
Day Percent Change: -0.33%    
Day Change: -0.27
Week Change: -0.33%    
Year-to-date Change: 11.2%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 50.46    
Smart Investing & Trading Score: 20
Day Percent Change: -0.33%    
Day Change: -0.16
Week Change: -3.35%    
Year-to-date Change: 9.7%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.14    
Smart Investing & Trading Score: 50
Day Percent Change: -0.33%    
Day Change: -0.03
Week Change: -2.06%    
Year-to-date Change: -3.7%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 16.18    
Smart Investing & Trading Score: 40
Day Percent Change: -0.33%    
Day Change: -0.05
Week Change: -0.59%    
Year-to-date Change: 3.6%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGIP Selective Insurance Group, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 60157 Millions
Recent Price: 17.34    
Smart Investing & Trading Score: 20
Day Percent Change: -0.33%    
Day Change: -0.06
Week Change: 1.33%    
Year-to-date Change: 6.9%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 51.43    
Smart Investing & Trading Score: 30
Day Percent Change: -0.33%    
Day Change: -0.17
Week Change: -0.8%    
Year-to-date Change: 7.4%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 40.27    
Smart Investing & Trading Score: 60
Day Percent Change: -0.34%    
Day Change: -0.13
Week Change: -1.89%    
Year-to-date Change: 10.0%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 9.52    
Smart Investing & Trading Score: 100
Day Percent Change: -0.34%    
Day Change: -0.03
Week Change: -1.55%    
Year-to-date Change: -8.3%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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