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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%
TECBiShares U.S. Exchange Traded Fund58.1920-0.367.85%
JEFJefferies  Brokerage64.8560-0.37-23.55%
PEBOPeoples Bancorp Regional Banks30.9460-0.37-3.00%
PEBKPeoples Bancorp Regional Banks31.6880-0.37-3.16%
VOYAVoya  Asset Mgmt75.0950-0.379.97%
FFWMFirst Foundation Regional Banks5.9560-0.37-13.04%
ARESAres Management Asset Mgmt179.2020-0.372.17%
HLNEHamilton Lane Asset Mgmt154.3410-0.371.98%
JGHNuveen Global Asset Mgmt13.5850-0.3710.24%
GOCOGoHealth  Insurance5.1120-0.37-59.75%
BKLCBNY  Exchange Traded Fund123.6430-0.379.39%
SPUSSP Funds Exchange Traded Fund46.8930-0.378.27%
AGMFederal Agricultural Credit Services209.5760-0.380.74%
NNNNational Retail REIT - 42.9120-0.387.69%
SHBIShore Bancshares Regional Banks17.1970-0.382.43%
TRINTrinity Capital Asset Mgmt16.20100-0.3816.76%
PDMPiedmont Office REIT - Office8.47100-0.38-12.60%
PBProsperity Bancshares Regional - Southwest Banks69.1340-0.38-8.97%
HOPEHope Bancorp Regional Banks11.1360-0.38-11.67%
BFEBInnovator S&P Exchange Traded Fund46.1430-0.385.98%
EMBDGlobal X Exchange Traded Fund23.6320-0.387.67%
EBCEastern Bankshares Banks Regional17.11100-0.38-6.67%
RPTRPT Realty REIT - Retail2.5740-0.39-10.59%
BFZBlackRock California Closed-End Fund - Debt10.4320-0.39-4.76%
DHFBNY  Closed-End Fund - Debt2.6080-0.394.99%
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 iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 58.19    
Smart Investing & Trading Score: 20
Day Percent Change: -0.36%    
Day Change: -0.21
Week Change: -1.83%    
Year-to-date Change: 7.9%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

Stock Chart of Jefferies Financial Group Inc.JEF Jefferies Financial Group Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 3987.15 Millions
Recent Price: 64.85    
Smart Investing & Trading Score: 60
Day Percent Change: -0.37%    
Day Change: -0.22
Week Change: -4.13%    
Year-to-date Change: -23.6%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 30.94    
Smart Investing & Trading Score: 60
Day Percent Change: -0.37%    
Day Change: -0.11
Week Change: -1.47%    
Year-to-date Change: -3.0%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of Peoples Bancorp of North Carolina, Inc.PEBK Peoples Bancorp of North Carolina, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 180.759 Millions
Recent Price: 31.68    
Smart Investing & Trading Score: 80
Day Percent Change: -0.37%    
Day Change: -0.11
Week Change: -2.02%    
Year-to-date Change: -3.2%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK Trend Analysis ➞

Stock Chart of Voya Financial, Inc.VOYA Voya Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 4771.23 Millions
Recent Price: 75.09    
Smart Investing & Trading Score: 50
Day Percent Change: -0.37%    
Day Change: -0.28
Week Change: -0.33%    
Year-to-date Change: 10.0%
VOYA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VOYA to Watchlist:       View:      Get Complete VOYA Trend Analysis ➞

Stock Chart of First Foundation Inc.FFWM First Foundation Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 457.17 Millions
Recent Price: 5.95    
Smart Investing & Trading Score: 60
Day Percent Change: -0.37%    
Day Change: -0.02
Week Change: -4.26%    
Year-to-date Change: -13.0%
FFWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFWM to Watchlist:       View:      Get Complete FFWM Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 179.20    
Smart Investing & Trading Score: 20
Day Percent Change: -0.37%    
Day Change: -0.67
Week Change: -6.4%    
Year-to-date Change: 2.2%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Hamilton Lane IncorporatedHLNE Hamilton Lane Incorporated
Sector: Financials
SubSector: Asset Management
MarketCap: 2484.13 Millions
Recent Price: 154.34    
Smart Investing & Trading Score: 10
Day Percent Change: -0.37%    
Day Change: -0.56
Week Change: -5.42%    
Year-to-date Change: 2.0%
HLNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLNE to Watchlist:       View:      Get Complete HLNE Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 13.58    
Smart Investing & Trading Score: 50
Day Percent Change: -0.37%    
Day Change: -0.05
Week Change: -1.55%    
Year-to-date Change: 10.2%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of GoHealth, Inc.GOCO GoHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 44157 Millions
Recent Price: 5.11    
Smart Investing & Trading Score: 20
Day Percent Change: -0.37%    
Day Change: -0.02
Week Change: -7.31%    
Year-to-date Change: -59.8%
GOCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOCO to Watchlist:       View:      Get Complete GOCO Trend Analysis ➞

Stock Chart of BNY Mellon US Large Cap Core Equity ETFBKLC BNY Mellon US Large Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 123.64    
Smart Investing & Trading Score: 30
Day Percent Change: -0.37%    
Day Change: -0.45
Week Change: -1.41%    
Year-to-date Change: 9.4%
BKLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKLC to Watchlist:       View:      Get Complete BKLC Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.89    
Smart Investing & Trading Score: 30
Day Percent Change: -0.37%    
Day Change: -0.17
Week Change: -1.93%    
Year-to-date Change: 8.3%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 209.57    
Smart Investing & Trading Score: 60
Day Percent Change: -0.38%    
Day Change: -0.75
Week Change: 3.73%    
Year-to-date Change: 0.7%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of National Retail Properties, Inc.NNN National Retail Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 5459.93 Millions
Recent Price: 42.91    
Smart Investing & Trading Score: 20
Day Percent Change: -0.38%    
Day Change: -0.16
Week Change: 2.41%    
Year-to-date Change: 7.7%
NNN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNN to Watchlist:       View:      Get Complete NNN Trend Analysis ➞

Stock Chart of Shore Bancshares, Inc.SHBI Shore Bancshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 131.359 Millions
Recent Price: 17.19    
Smart Investing & Trading Score: 70
Day Percent Change: -0.38%    
Day Change: -0.06
Week Change: -1.25%    
Year-to-date Change: 2.4%
SHBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHBI to Watchlist:       View:      Get Complete SHBI Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 16.20    
Smart Investing & Trading Score: 100
Day Percent Change: -0.38%    
Day Change: -0.06
Week Change: -2.08%    
Year-to-date Change: 16.8%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Piedmont Office Realty Trust, Inc.PDM Piedmont Office Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 2097.46 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 100
Day Percent Change: -0.38%    
Day Change: -0.03
Week Change: 1.29%    
Year-to-date Change: -12.6%
PDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDM to Watchlist:       View:      Get Complete PDM Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 69.13    
Smart Investing & Trading Score: 40
Day Percent Change: -0.38%    
Day Change: -0.26
Week Change: -1.24%    
Year-to-date Change: -9.0%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 60
Day Percent Change: -0.38%    
Day Change: -0.04
Week Change: -1.09%    
Year-to-date Change: -11.7%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.14    
Smart Investing & Trading Score: 30
Day Percent Change: -0.38%    
Day Change: -0.17
Week Change: -1.05%    
Year-to-date Change: 6.0%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB Trend Analysis ➞

Stock Chart of Global X Emerging Markets Bond ETFEMBD Global X Emerging Markets Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.63    
Smart Investing & Trading Score: 20
Day Percent Change: -0.38%    
Day Change: -0.09
Week Change: -0.3%    
Year-to-date Change: 7.7%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of Eastern Bankshares, Inc.EBC Eastern Bankshares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 30057 Millions
Recent Price: 17.11    
Smart Investing & Trading Score: 100
Day Percent Change: -0.38%    
Day Change: -0.06
Week Change: -1.49%    
Year-to-date Change: -6.7%
EBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBC to Watchlist:       View:      Get Complete EBC Trend Analysis ➞

Stock Chart of RPT RealtyRPT RPT Realty
Sector: Financials
SubSector: REIT - Retail
MarketCap: 608.914 Millions
Recent Price: 2.57    
Smart Investing & Trading Score: 40
Day Percent Change: -0.39%    
Day Change: -0.01
Week Change: -3.41%    
Year-to-date Change: -10.6%
RPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPT to Watchlist:       View:      Get Complete RPT Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 20
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -2.65%    
Year-to-date Change: -4.8%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.60    
Smart Investing & Trading Score: 80
Day Percent Change: -0.39%    
Day Change: -0.01
Week Change: -1.54%    
Year-to-date Change: 5.0%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

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