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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%
LEOBNY  Closed-End Fund - Debt5.9570-0.34-1.33%
CIKCredit Suisse Asset Mgmt2.9520-0.348.18%
EVMEaton Vance Asset Mgmt9.0980-0.34-0.09%
IYYiShares Dow Exchange Traded Fund157.4930-0.348.89%
IGDVoya Global Closed-End Fund - Foreign5.9950-0.3414.65%
FCCOFirst Community Regional - Southwest Banks27.2780-0.3410.62%
SMBCSouthern Missouri S&L57.5340-0.34-3.52%
EOTEaton Vance Closed-End Fund - Debt16.60100-0.340.33%
DFAUDimensional US Exchange Traded Fund44.4330-0.348.40%
JOETVirtus Terranova Exchange Traded Fund41.8150-0.348.81%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt20.1870-0.3510.12%
PSECProspect Capital Asset Mgmt2.9870-0.35-28.28%
GGALGrupo Financiero Foreign Banks39.280-0.35-25.44%
BMABanco Macro Foreign Banks57.9330-0.35-31.07%
JHSJohn Hancock Closed-End Fund - Debt11.5830-0.355.20%
NUVNuveen Municipal Closed-End Fund - Debt8.6890-0.352.90%
THQTekla Healthcare Closed-End Fund - Equity17.0160-0.35-3.55%
AMALAmalgamated Bank Regional Banks28.890-0.35-14.08%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.70100-0.3511.06%
BCSBarclays  Foreign Banks19.5630-0.3636.72%
BKNBlackRock  Closed-End Fund - Debt10.7560-0.36-1.13%
WEAWestern Asset Closed-End Fund - Debt11.0380-0.366.47%
OIAInvesco Municipal Closed-End Fund - Debt5.7330-0.36-3.13%
GDLGDL Fund Closed-End Fund - Equity8.53100-0.364.99%
SSUSDay Hagan/Ned Exchange Traded Fund46.5530-0.369.21%
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 BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.95    
Smart Investing & Trading Score: 70
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: -1.02%    
Year-to-date Change: -1.3%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.95    
Smart Investing & Trading Score: 20
Day Percent Change: -0.34%    
Day Change: -0.01
Week Change: -1.33%    
Year-to-date Change: 8.2%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.09    
Smart Investing & Trading Score: 80
Day Percent Change: -0.34%    
Day Change: -0.03
Week Change: -0.89%    
Year-to-date Change: -0.1%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of iShares Dow Jones U.S. ETFIYY iShares Dow Jones U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 994.051 Millions
Recent Price: 157.49    
Smart Investing & Trading Score: 30
Day Percent Change: -0.34%    
Day Change: -0.53
Week Change: -1.44%    
Year-to-date Change: 8.9%
IYY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IYY to Watchlist:       View:      Get Complete IYY Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.99    
Smart Investing & Trading Score: 50
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: -0.17%    
Year-to-date Change: 14.7%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of First Community CorporationFCCO First Community Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 123.865 Millions
Recent Price: 27.27    
Smart Investing & Trading Score: 80
Day Percent Change: -0.34%    
Day Change: -0.09
Week Change: -0.31%    
Year-to-date Change: 10.6%
FCCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCCO to Watchlist:       View:      Get Complete FCCO 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: 57.53    
Smart Investing & Trading Score: 40
Day Percent Change: -0.34%    
Day Change: -0.19
Week Change: -0.62%    
Year-to-date Change: -3.5%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 264.607 Millions
Recent Price: 16.60    
Smart Investing & Trading Score: 100
Day Percent Change: -0.34%    
Day Change: -0.05
Week Change: -1.23%    
Year-to-date Change: 0.3%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of Dimensional US Core Equity Market ETFDFAU Dimensional US Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.43    
Smart Investing & Trading Score: 30
Day Percent Change: -0.34%    
Day Change: -0.15
Week Change: -1.38%    
Year-to-date Change: 8.4%
DFAU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAU to Watchlist:       View:      Get Complete DFAU Trend Analysis ➞

Stock Chart of Virtus Terranova U.S. Quality Momentum ETFJOET Virtus Terranova U.S. Quality Momentum ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 41.81    
Smart Investing & Trading Score: 50
Day Percent Change: -0.34%    
Day Change: -0.14
Week Change: -0.97%    
Year-to-date Change: 8.8%
JOET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOET to Watchlist:       View:      Get Complete JOET Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 20.18    
Smart Investing & Trading Score: 70
Day Percent Change: -0.35%    
Day Change: -0.07
Week Change: 1.06%    
Year-to-date Change: 10.1%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Prospect Capital CorporationPSEC Prospect Capital Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1764.73 Millions
Recent Price: 2.98    
Smart Investing & Trading Score: 70
Day Percent Change: -0.35%    
Day Change: -0.01
Week Change: -0.35%    
Year-to-date Change: -28.3%
PSEC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSEC to Watchlist:       View:      Get Complete PSEC Trend Analysis ➞

Stock Chart of Grupo Financiero Galicia S.A.GGAL Grupo Financiero Galicia S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1274.69 Millions
Recent Price: 39.28    
Smart Investing & Trading Score: 0
Day Percent Change: -0.35%    
Day Change: -0.16
Week Change: -6.74%    
Year-to-date Change: -25.4%
GGAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGAL to Watchlist:       View:      Get Complete GGAL Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 57.93    
Smart Investing & Trading Score: 30
Day Percent Change: -0.35%    
Day Change: -0.23
Week Change: -5.03%    
Year-to-date Change: -31.1%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 30
Day Percent Change: -0.35%    
Day Change: -0.04
Week Change: -0.61%    
Year-to-date Change: 5.2%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.68    
Smart Investing & Trading Score: 90
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -0.35%    
Year-to-date Change: 2.9%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Tekla Healthcare Opportunities FundTHQ Tekla Healthcare Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 518.247 Millions
Recent Price: 17.01    
Smart Investing & Trading Score: 60
Day Percent Change: -0.35%    
Day Change: -0.06
Week Change: 4.73%    
Year-to-date Change: -3.6%
THQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THQ to Watchlist:       View:      Get Complete THQ Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 28.89    
Smart Investing & Trading Score: 0
Day Percent Change: -0.35%    
Day Change: -0.1
Week Change: -3.67%    
Year-to-date Change: -14.1%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.70    
Smart Investing & Trading Score: 100
Day Percent Change: -0.35%    
Day Change: -0.03
Week Change: -1.38%    
Year-to-date Change: 11.1%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Barclays PLCBCS Barclays PLC
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 21013.4 Millions
Recent Price: 19.56    
Smart Investing & Trading Score: 30
Day Percent Change: -0.36%    
Day Change: -0.07
Week Change: -0.36%    
Year-to-date Change: 36.7%
BCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCS to Watchlist:       View:      Get Complete BCS Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 10.75    
Smart Investing & Trading Score: 60
Day Percent Change: -0.36%    
Day Change: -0.04
Week Change: -1.65%    
Year-to-date Change: -1.1%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 11.03    
Smart Investing & Trading Score: 80
Day Percent Change: -0.36%    
Day Change: -0.04
Week Change: 0.37%    
Year-to-date Change: 6.5%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 5.73    
Smart Investing & Trading Score: 30
Day Percent Change: -0.36%    
Day Change: -0.02
Week Change: -1.78%    
Year-to-date Change: -3.1%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 8.53    
Smart Investing & Trading Score: 100
Day Percent Change: -0.36%    
Day Change: -0.03
Week Change: 1.08%    
Year-to-date Change: 5.0%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of Day Hagan/Ned Davis Research Smart Sector ETFSSUS Day Hagan/Ned Davis Research Smart Sector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.55    
Smart Investing & Trading Score: 30
Day Percent Change: -0.36%    
Day Change: -0.17
Week Change: -1.17%    
Year-to-date Change: 9.2%
SSUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSUS to Watchlist:       View:      Get Complete SSUS Trend Analysis ➞

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