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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 19, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.0735 %
 Weekly Performance: 1.82468 %
 Daily Performance: 0.0924556 %
12Stocks.com
Financial Sector Trend
90 / 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%
USBU.S. Bancorp Banks - Regional50.211001.21%7.34%
NMINuveen Municipal Closed-End Fund - Debt9.92600.00%7.29%
MCRMFS Charter Closed-End Fund - Debt6.4750-0.01%7.28%
HYIWestern Asset Closed-End Fund - Debt12.06600.00%7.28%
TYGTortoise Energy Closed-End Fund - Equity42.45100.76%7.22%
HEQJohn Hancock Closed-End Fund - Equity10.5110-0.47%7.22%
RABrookfield Real Closed-End Fund - Debt13.3850-0.37%7.21%
FSFGFirst Savings Banks - Regional27.72902.59%7.19%
EVTEaton Vance Closed-End Fund - Equity24.39600.74%7.13%
VINPVi Compass Asset Mgmt10.33901.27%7.10%
PTYPIMCO Corporate Closed-End Fund - Debt14.39700.28%7.09%
BOKFBOK  Banks - Regional113.09802.70%7.07%
CIVBCivista Bancshares Banks - Regional21.30602.45%7.06%
CCICrown Castle REIT - Specialty92.960-1.94%7.03%
IGIWestern Asset Closed-End Fund - Debt16.9890-0.06%6.99%
JHSJohn Hancock Closed-End Fund - Debt11.72700.19%6.99%
GMREGlobal Medical REIT7.73801.71%6.96%
BKUBankUnited  Banks - Regional39.49703.51%6.95%
HQLabrdn Life Closed-End Fund - Equity14.15801.43%6.95%
NFJVirtus AllianzGI Closed-End Fund - Equity12.90500.55%6.94%
BXMXNuveen S&P Closed-End Fund - Equity14.10200.07%6.86%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity12.87200.39%6.86%
GBABGuggenheim Taxbl Closed-End Fund - Debt15.3930-0.77%6.77%
HTLFHeartland  Regional - Southwest Banks64.6720-2.16%6.76%
TSITCW Strategic Closed-End Fund - Debt5.01900.30%6.74%
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 13.0735% and is currently underperforming the overall market by -0.7866% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 90
YTD Performance: 13.0735%
**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
Oxford Lane[292%] Better Home[250%] Metalpha Technology[213%]
Robinhood Markets[207%] Cipher Mining[146%] Mr. Cooper[134%]
Banco Santander[130%] IHS Holding[118%] Deutsche Bank[115%]
LoanDepot [111%] Banco Bilbao[109%]
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
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
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
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-74%] Grupo Supervielle[-69%]
Banco Macro[-63%] BBVA Argentina[-62%] Grupo Financiero[-60%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-50%]
.
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
Better Home[100] AMREP Corp[100] PIMCO California[100]
Torchmark [100] PIMCO California[100] Triumph Bancorp[100]
StepStone [100] Radian [100] National Bank[100]
PIMCO Municipal[100] MARA [100] PIMCO Municipal[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 %
CHIXChina Financials  10.5720000%
 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 U.S. BancorpUSB U.S. Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 75942 Millions
Recent Price: 50.21    
Smart Investing & Trading Score: 100
Day Percent Change: 1.20943%    
Day Change: 0.52
Week Change: 2.05285%    
Year-to-date Change: 7.3%
USB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USB to Watchlist:       View:      Get Complete USB Trend Analysis ➞

Stock Chart of Nuveen Municipal Income FundNMI Nuveen Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.33 Millions
Recent Price: 9.92    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: 0
Week Change: 0.813008%    
Year-to-date Change: 7.3%
NMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMI to Watchlist:       View:      Get Complete NMI Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 268.47 Millions
Recent Price: 6.47    
Smart Investing & Trading Score: 50
Day Percent Change: -0.00927271%    
Day Change: -0.02
Week Change: -0.154321%    
Year-to-date Change: 7.3%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of Western Asset High Yield Opportunity Fund IncHYI Western Asset High Yield Opportunity Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 272.68 Millions
Recent Price: 12.06    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: -0.06
Week Change: 0.58382%    
Year-to-date Change: 7.3%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Tortoise Energy Infrastructure CorpTYG Tortoise Energy Infrastructure Corp
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 736.14 Millions
Recent Price: 42.45    
Smart Investing & Trading Score: 10
Day Percent Change: 0.759554%    
Day Change: -0.07
Week Change: -0.608757%    
Year-to-date Change: 7.2%
TYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TYG to Watchlist:       View:      Get Complete TYG Trend Analysis ➞

Stock Chart of John Hancock Diversified Income FundHEQ John Hancock Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 130.37 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 10
Day Percent Change: -0.473485%    
Day Change: -0.02
Week Change: -2.86506%    
Year-to-date Change: 7.2%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund IncRA Brookfield Real Assets Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 749.25 Millions
Recent Price: 13.38    
Smart Investing & Trading Score: 50
Day Percent Change: -0.372301%    
Day Change: -0.03
Week Change: -1.10865%    
Year-to-date Change: 7.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of First Savings Financial Group IncFSFG First Savings Financial Group Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 188.58 Millions
Recent Price: 27.72    
Smart Investing & Trading Score: 90
Day Percent Change: 2.59067%    
Day Change: -0.61
Week Change: 1.65016%    
Year-to-date Change: 7.2%
FSFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSFG to Watchlist:       View:      Get Complete FSFG Trend Analysis ➞

Stock Chart of Eaton Vance Tax Advantaged Dividend Income FundEVT Eaton Vance Tax Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1812.88 Millions
Recent Price: 24.39    
Smart Investing & Trading Score: 60
Day Percent Change: 0.743494%    
Day Change: -0.11
Week Change: 0.535861%    
Year-to-date Change: 7.1%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Vinci Compass Investments LtdVINP Vinci Compass Investments Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 641.93 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 90
Day Percent Change: 1.27451%    
Day Change: -0.02
Week Change: 3.71486%    
Year-to-date Change: 7.1%
VINP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VINP to Watchlist:       View:      Get Complete VINP Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 2667.32 Millions
Recent Price: 14.39    
Smart Investing & Trading Score: 70
Day Percent Change: 0.278746%    
Day Change: 0.02
Week Change: 0.278746%    
Year-to-date Change: 7.1%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of BOK Financial CorpBOKF BOK Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 7176.6 Millions
Recent Price: 113.09    
Smart Investing & Trading Score: 80
Day Percent Change: 2.69706%    
Day Change: 3.17
Week Change: 2.45515%    
Year-to-date Change: 7.1%
BOKF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOKF to Watchlist:       View:      Get Complete BOKF Trend Analysis ➞

Stock Chart of Civista Bancshares IncCIVB Civista Bancshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 405.96 Millions
Recent Price: 21.30    
Smart Investing & Trading Score: 60
Day Percent Change: 2.4531%    
Day Change: -0.19
Week Change: 0.995733%    
Year-to-date Change: 7.1%
CIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIVB to Watchlist:       View:      Get Complete CIVB Trend Analysis ➞

Stock Chart of Crown Castle IncCCI Crown Castle Inc
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 41870.4 Millions
Recent Price: 92.96    
Smart Investing & Trading Score: 0
Day Percent Change: -1.94093%    
Day Change: -1.71
Week Change: -1.13793%    
Year-to-date Change: 7.0%
CCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCI to Watchlist:       View:      Get Complete CCI Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Opportunity Trust IncIGI Western Asset Investment Grade Opportunity Trust Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.03 Millions
Recent Price: 16.98    
Smart Investing & Trading Score: 90
Day Percent Change: -0.0588582%    
Day Change: -0.01
Week Change: 0.861301%    
Year-to-date Change: 7.0%
IGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGI to Watchlist:       View:      Get Complete IGI Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.22 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 70
Day Percent Change: 0.186325%    
Day Change: -0.04
Week Change: 0.702749%    
Year-to-date Change: 7.0%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of Global Medical REIT IncGMRE Global Medical REIT Inc
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 552.97 Millions
Recent Price: 7.73    
Smart Investing & Trading Score: 80
Day Percent Change: 1.71053%    
Day Change: 0.01
Week Change: 1.17801%    
Year-to-date Change: 7.0%
GMRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GMRE to Watchlist:       View:      Get Complete GMRE Trend Analysis ➞

Stock Chart of BankUnited IncBKU BankUnited Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 2931.79 Millions
Recent Price: 39.49    
Smart Investing & Trading Score: 70
Day Percent Change: 3.51245%    
Day Change: -0.44
Week Change: 2.2792%    
Year-to-date Change: 6.9%
BKU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKU to Watchlist:       View:      Get Complete BKU Trend Analysis ➞

Stock Chart of abrdn Life Sciences InvestorsHQL abrdn Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 413.45 Millions
Recent Price: 14.15    
Smart Investing & Trading Score: 80
Day Percent Change: 1.43369%    
Day Change: 0.08
Week Change: 0.141543%    
Year-to-date Change: 7.0%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of Virtus AllianzGI Dividend Interest & Premium Strategy FundNFJ Virtus AllianzGI Dividend Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1238.11 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 50
Day Percent Change: 0.545596%    
Day Change: -0.05
Week Change: -1.52672%    
Year-to-date Change: 6.9%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Buy-Write Income FundBXMX Nuveen S&P 500 Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1486.44 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 20
Day Percent Change: 0.0709723%    
Day Change: -0.01
Week Change: -1.87891%    
Year-to-date Change: 6.9%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund IncFOF Cohen & Steers Closed-End Opportunity Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 362.99 Millions
Recent Price: 12.87    
Smart Investing & Trading Score: 20
Day Percent Change: 0.390016%    
Day Change: 0.03
Week Change: -1.15207%    
Year-to-date Change: 6.9%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf IntGBAB Guggenheim Taxbl Muni Bnd & Invtmnt Grd Debt Trst Com Shrs Of benf Int
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 422.41 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 30
Day Percent Change: -0.773694%    
Day Change: 0.09
Week Change: -2.43439%    
Year-to-date Change: 6.8%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Heartland Financial USA, Inc.HTLF Heartland Financial USA, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1143.85 Millions
Recent Price: 64.67    
Smart Investing & Trading Score: 20
Day Percent Change: -2.16339%    
Day Change: -9999
Week Change: -2.45852%    
Year-to-date Change: 6.8%
HTLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTLF to Watchlist:       View:      Get Complete HTLF Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund IncTSI TCW Strategic Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 237.97 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 90
Day Percent Change: 0.3003%    
Day Change: -0.01
Week Change: 0.501505%    
Year-to-date Change: 6.7%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

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