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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%
NFJAllianzGI NFJ Closed-End Fund - Equity13.0880-0.395.28%
EMFTempleton Emerging Closed-End Fund - Foreign15.2730-0.3928.03%
IVViShares Core Exchange Traded Fund648.3230-0.399.17%
PFLTPennantPark Floating Asset Mgmt10.2740-0.39-0.77%
JPINuveen Preferred Closed-End Fund - Debt20.2140-0.399.14%
FFEBFT Cboe Exchange Traded Fund53.9630-0.397.37%
JEPIJPMorgan Equity Exchange Traded Fund57.1520-0.393.95%
REGRegency Centers REIT - Retail72.2160-0.402.48%
UBSIUnited Bankshares Regional Banks38.3450-0.400.40%
UHTUniversal Health REIT40.5980-0.409.90%
LGILazard Global Closed-End Fund - Foreign17.8060-0.4017.96%
CHCTCommunity Healthcare REIT15.4150-0.40-16.25%
HLIHoulihan Lokey Brokerage199.2550-0.4011.32%
CWKCushman & Wakefield Property Mgmt15.7760-0.4013.30%
EQHEquitable  Insurance53.260-0.4011.64%
HTBKHeritage Commerce Regional Banks10.3360-0.418.21%
STBAS&T Bancorp Regional Banks39.5150-0.41-0.67%
AVKAdvent Convertible Closed-End Fund - Debt12.45100-0.4111.96%
IGRCBRE Clarion Closed-End Fund - Foreign5.0720-0.4110.23%
NHSNeuberger Berman Asset Mgmt7.5480-0.416.27%
ESRTEmpire State REIT - 7.6540-0.41-28.67%
VCTRVictory Capital Asset Mgmt71.2830-0.418.16%
QYLGGlobal X Exchange Traded Fund28.2520-0.413.83%
INDBIndependent Bank Regional Banks71.5160-0.426.28%
QQQXNuveen Nasdaq Closed-End Fund - Equity26.9130-0.422.01%
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 AllianzGI NFJ Dividend, Interest & Premium Strategy FundNFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 783.047 Millions
Recent Price: 13.08    
Smart Investing & Trading Score: 80
Day Percent Change: -0.39%    
Day Change: -0.05
Week Change: -0.39%    
Year-to-date Change: 5.3%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Templeton Emerging Markets FundEMF Templeton Emerging Markets Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 171.047 Millions
Recent Price: 15.27    
Smart Investing & Trading Score: 30
Day Percent Change: -0.39%    
Day Change: -0.06
Week Change: -0.26%    
Year-to-date Change: 28.0%
EMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMF to Watchlist:       View:      Get Complete EMF Trend Analysis ➞

Stock Chart of iShares Core S&P 500 ETFIVV iShares Core S&P 500 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 167045 Millions
Recent Price: 648.32    
Smart Investing & Trading Score: 30
Day Percent Change: -0.39%    
Day Change: -2.53
Week Change: -1.45%    
Year-to-date Change: 9.2%
IVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVV to Watchlist:       View:      Get Complete IVV Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital Ltd.PFLT PennantPark Floating Rate Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.903 Millions
Recent Price: 10.27    
Smart Investing & Trading Score: 40
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -3.06%    
Year-to-date Change: -0.8%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 20.21    
Smart Investing & Trading Score: 40
Day Percent Change: -0.39%    
Day Change: -0.08
Week Change: -1.42%    
Year-to-date Change: 9.1%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   FebruaryFFEB FT Cboe Vest US Eq Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 53.96    
Smart Investing & Trading Score: 30
Day Percent Change: -0.39%    
Day Change: -0.21
Week Change: -0.92%    
Year-to-date Change: 7.4%
FFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFEB to Watchlist:       View:      Get Complete FFEB Trend Analysis ➞

Stock Chart of JPMorgan Equity Premium Income ETFJEPI JPMorgan Equity Premium Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 57.15    
Smart Investing & Trading Score: 20
Day Percent Change: -0.39%    
Day Change: -0.22
Week Change: 0.46%    
Year-to-date Change: 4.0%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI Trend Analysis ➞

Stock Chart of Regency Centers CorporationREG Regency Centers Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 6345.84 Millions
Recent Price: 72.21    
Smart Investing & Trading Score: 60
Day Percent Change: -0.4%    
Day Change: -0.29
Week Change: -0.4%    
Year-to-date Change: 2.5%
REG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REG to Watchlist:       View:      Get Complete REG Trend Analysis ➞

Stock Chart of United Bankshares, Inc.UBSI United Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2286.79 Millions
Recent Price: 38.34    
Smart Investing & Trading Score: 50
Day Percent Change: -0.4%    
Day Change: -0.15
Week Change: -2.17%    
Year-to-date Change: 0.4%
UBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBSI to Watchlist:       View:      Get Complete UBSI Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 40.59    
Smart Investing & Trading Score: 80
Day Percent Change: -0.4%    
Day Change: -0.16
Week Change: 2.71%    
Year-to-date Change: 9.9%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 17.80    
Smart Investing & Trading Score: 60
Day Percent Change: -0.4%    
Day Change: -0.07
Week Change: 0.75%    
Year-to-date Change: 18.0%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 15.41    
Smart Investing & Trading Score: 50
Day Percent Change: -0.4%    
Day Change: -0.06
Week Change: 2%    
Year-to-date Change: -16.3%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Houlihan Lokey, Inc.HLI Houlihan Lokey, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 3352.65 Millions
Recent Price: 199.25    
Smart Investing & Trading Score: 50
Day Percent Change: -0.4%    
Day Change: -0.78
Week Change: -1.1%    
Year-to-date Change: 11.3%
HLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLI to Watchlist:       View:      Get Complete HLI Trend Analysis ➞

Stock Chart of Cushman & Wakefield plcCWK Cushman & Wakefield plc
Sector: Financials
SubSector: Property Management
MarketCap: 2651.62 Millions
Recent Price: 15.77    
Smart Investing & Trading Score: 60
Day Percent Change: -0.4%    
Day Change: -0.06
Week Change: -0.6%    
Year-to-date Change: 13.3%
CWK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CWK to Watchlist:       View:      Get Complete CWK Trend Analysis ➞

Stock Chart of Equitable Holdings, Inc.EQH Equitable Holdings, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 5520.07 Millions
Recent Price: 53.26    
Smart Investing & Trading Score: 0
Day Percent Change: -0.4%    
Day Change: -0.21
Week Change: -5.07%    
Year-to-date Change: 11.6%
EQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQH to Watchlist:       View:      Get Complete EQH Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 416.129 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 60
Day Percent Change: -0.41%    
Day Change: -0.04
Week Change: -1.72%    
Year-to-date Change: 8.2%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 39.51    
Smart Investing & Trading Score: 50
Day Percent Change: -0.41%    
Day Change: -0.16
Week Change: -1.96%    
Year-to-date Change: -0.7%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 12.45    
Smart Investing & Trading Score: 100
Day Percent Change: -0.41%    
Day Change: -0.05
Week Change: -2.07%    
Year-to-date Change: 12.0%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of CBRE Clarion Global Real Estate Income FundIGR CBRE Clarion Global Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.347 Millions
Recent Price: 5.07    
Smart Investing & Trading Score: 20
Day Percent Change: -0.41%    
Day Change: -0.02
Week Change: -1.21%    
Year-to-date Change: 10.2%
IGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGR to Watchlist:       View:      Get Complete IGR Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.54    
Smart Investing & Trading Score: 80
Day Percent Change: -0.41%    
Day Change: -0.03
Week Change: -1.74%    
Year-to-date Change: 6.3%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of Empire State Realty Trust, Inc.ESRT Empire State Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1632.13 Millions
Recent Price: 7.65    
Smart Investing & Trading Score: 40
Day Percent Change: -0.41%    
Day Change: -0.03
Week Change: -1.35%    
Year-to-date Change: -28.7%
ESRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESRT to Watchlist:       View:      Get Complete ESRT Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 71.28    
Smart Investing & Trading Score: 30
Day Percent Change: -0.41%    
Day Change: -0.29
Week Change: -1.98%    
Year-to-date Change: 8.2%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.25    
Smart Investing & Trading Score: 20
Day Percent Change: -0.41%    
Day Change: -0.11
Week Change: -2.95%    
Year-to-date Change: 3.8%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of Independent Bank Corp.INDB Independent Bank Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2347.09 Millions
Recent Price: 71.51    
Smart Investing & Trading Score: 60
Day Percent Change: -0.42%    
Day Change: -0.28
Week Change: -1.53%    
Year-to-date Change: 6.3%
INDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INDB to Watchlist:       View:      Get Complete INDB Trend Analysis ➞

Stock Chart of Nuveen Nasdaq 100 Dynamic Overwrite FundQQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 643.347 Millions
Recent Price: 26.91    
Smart Investing & Trading Score: 30
Day Percent Change: -0.42%    
Day Change: -0.11
Week Change: -2.73%    
Year-to-date Change: 2.0%
QQQX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQX to Watchlist:       View:      Get Complete QQQX Trend Analysis ➞

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