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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 %Weekly Change%
MAMastercard  Credit Services586.0540-2.10%1.15%
PUKPrudential  Insurance - Life28.121001.08%1.15%
RKTRocket  Mortgage Finance21.1480-0.09%1.15%
HDBHDFC Bank Banks - Regional35.6250-0.97%1.14%
MTBM & T Bank Corp Banks - Regional200.43600.92%1.14%
SCHWCharles Schwab Capital Markets93.28501.29%1.13%
HIWHighwoods Properties REIT - Office32.17601.13%1.13%
NHSNeuberger Berman Closed-End Fund - Debt7.67900.39%1.12%
BCVBancroft Fund Closed-End Fund - Debt21.6080-0.00%1.12%
PFISPeoples  Banks - Regional52.98502.46%1.11%
NASBNASB  S&L34.5020-0.89%1.11%
MUEBlackRock Muni Closed-End Fund - Debt10.0490-0.20%1.11%
FNBF.N.B. Corp Banks - Regional16.56701.91%1.10%
CSWCCapital Southwest Asset Mgmt22.95601.59%1.10%
PAIWestern Asset Closed-End Fund - Debt12.9060-0.46%1.10%
RBCAARepublic Bancorp Banks - Regional77.31802.95%1.09%
EVNEaton Vance Closed-End Fund - Debt11.08900.27%1.09%
NCZVirtus Convertible Closed-End Fund - Debt13.951000.87%1.09%
WBSWebster  Banks - Regional62.32802.75%1.07%
NGHCNational General Insurance100.1050-0.93%1.07%
EQBKEquity Bancshares Banks - Regional42.53903.78%1.07%
TDFTempleton Dragon Closed-End Fund - Foreign11.4750-3.13%1.06%
NCVVirtus Convertible Closed-End Fund - Debt15.251000.93%1.06%
MSDMorgan Stanley Closed-End Fund - Debt7.6250-0.26%1.06%
APLEApple Hospitality REIT - Hotel & Motel12.66501.69%1.04%
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 Mastercard IncorporatedMA Mastercard Incorporated
Sector: Financials
SubSector: Credit Services
MarketCap: 528142 Millions
Recent Price: 586.05    
Smart Investing & Trading Score: 40
Day Percent Change: -2.10146%    
Day Change: -11.23
Week Change: 1.15123%    
Year-to-date Change: 12.7%
MA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MA to Watchlist:       View:      Get Complete MA Trend Analysis ➞

Stock Chart of Prudential plc ADRPUK Prudential plc ADR
Sector: Financials
SubSector: Insurance - Life
MarketCap: 33752 Millions
Recent Price: 28.12    
Smart Investing & Trading Score: 100
Day Percent Change: 1.07836%    
Day Change: 0.3
Week Change: 1.15108%    
Year-to-date Change: 81.8%
PUK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUK to Watchlist:       View:      Get Complete PUK Trend Analysis ➞

Stock Chart of Rocket Companies IncRKT Rocket Companies Inc
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 42637.6 Millions
Recent Price: 21.14    
Smart Investing & Trading Score: 80
Day Percent Change: -0.094518%    
Day Change: 0.19
Week Change: 1.14833%    
Year-to-date Change: 105.9%
RKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RKT to Watchlist:       View:      Get Complete RKT Trend Analysis ➞

Stock Chart of HDFC Bank Ltd. ADRHDB HDFC Bank Ltd. ADR
Sector: Financials
SubSector: Banks - Regional
MarketCap: 361333 Millions
Recent Price: 35.62    
Smart Investing & Trading Score: 50
Day Percent Change: -0.973033%    
Day Change: 0.43
Week Change: 1.13572%    
Year-to-date Change: -43.8%
HDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HDB to Watchlist:       View:      Get Complete HDB Trend Analysis ➞

Stock Chart of M & T Bank CorpMTB M & T Bank Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 31188.6 Millions
Recent Price: 200.43    
Smart Investing & Trading Score: 60
Day Percent Change: 0.92145%    
Day Change: 1.69
Week Change: 1.14043%    
Year-to-date Change: 7.8%
MTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTB to Watchlist:       View:      Get Complete MTB Trend Analysis ➞

Stock Chart of Charles Schwab CorpSCHW Charles Schwab Corp
Sector: Financials
SubSector: Capital Markets
MarketCap: 167091 Millions
Recent Price: 93.28    
Smart Investing & Trading Score: 50
Day Percent Change: 1.29221%    
Day Change: 1.17
Week Change: 1.12749%    
Year-to-date Change: 27.5%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of Highwoods Properties, IncHIW Highwoods Properties, Inc
Sector: Financials
SubSector: REIT - Office
MarketCap: 3442.13 Millions
Recent Price: 32.17    
Smart Investing & Trading Score: 60
Day Percent Change: 1.13172%    
Day Change: 0.42
Week Change: 1.13172%    
Year-to-date Change: 8.5%
HIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIW to Watchlist:       View:      Get Complete HIW Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies FundNHS Neuberger Berman High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 229.5 Millions
Recent Price: 7.67    
Smart Investing & Trading Score: 90
Day Percent Change: 0.39267%    
Day Change: -0.03
Week Change: 1.12063%    
Year-to-date Change: 10.2%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of Bancroft Fund LtdBCV Bancroft Fund Ltd
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 121.81 Millions
Recent Price: 21.60    
Smart Investing & Trading Score: 80
Day Percent Change: -0.00231481%    
Day Change: 0.07
Week Change: 1.12125%    
Year-to-date Change: 21.9%
BCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCV to Watchlist:       View:      Get Complete BCV Trend Analysis ➞

Stock Chart of Peoples Financial Services CorpPFIS Peoples Financial Services Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 529.12 Millions
Recent Price: 52.98    
Smart Investing & Trading Score: 50
Day Percent Change: 2.456%    
Day Change: -0.33
Week Change: 1.10687%    
Year-to-date Change: 10.1%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of NASB Financial, Inc.NASB NASB Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 287.77 Millions
Recent Price: 34.50    
Smart Investing & Trading Score: 20
Day Percent Change: -0.890549%    
Day Change: -9999
Week Change: 1.11372%    
Year-to-date Change: -6.3%
NASB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NASB to Watchlist:       View:      Get Complete NASB Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II IncMUE BlackRock MuniHoldings Quality Fund II Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.61 Millions
Recent Price: 10.04    
Smart Investing & Trading Score: 90
Day Percent Change: -0.198807%    
Day Change: -0.02
Week Change: 1.10775%    
Year-to-date Change: 2.9%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of F.N.B. CorpFNB F.N.B. Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5918.68 Millions
Recent Price: 16.56    
Smart Investing & Trading Score: 70
Day Percent Change: 1.90769%    
Day Change: 0.32
Week Change: 1.0989%    
Year-to-date Change: 15.8%
FNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNB to Watchlist:       View:      Get Complete FNB Trend Analysis ➞

Stock Chart of Capital Southwest CorpCSWC Capital Southwest Corp
Sector: Financials
SubSector: Asset Management
MarketCap: 1277.23 Millions
Recent Price: 22.95    
Smart Investing & Trading Score: 60
Day Percent Change: 1.59363%    
Day Change: 0
Week Change: 1.10132%    
Year-to-date Change: 10.9%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund IncPAI Western Asset Investment Grade Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 120.88 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 60
Day Percent Change: -0.462963%    
Day Change: 0.02
Week Change: 1.09718%    
Year-to-date Change: 8.0%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Republic Bancorp, Inc. (KY)RBCAA Republic Bancorp, Inc. (KY)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1335.43 Millions
Recent Price: 77.31    
Smart Investing & Trading Score: 80
Day Percent Change: 2.94979%    
Day Change: 0.04
Week Change: 1.09193%    
Year-to-date Change: 13.6%
RBCAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RBCAA to Watchlist:       View:      Get Complete RBCAA Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 423.65 Millions
Recent Price: 11.08    
Smart Investing & Trading Score: 90
Day Percent Change: 0.271493%    
Day Change: 0.03
Week Change: 1.09489%    
Year-to-date Change: 13.2%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of Virtus Convertible & Income Fund IINCZ Virtus Convertible & Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 258.6 Millions
Recent Price: 13.95    
Smart Investing & Trading Score: 100
Day Percent Change: 0.867679%    
Day Change: -0.03
Week Change: 1.08696%    
Year-to-date Change: 21.0%
NCZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCZ to Watchlist:       View:      Get Complete NCZ Trend Analysis ➞

Stock Chart of Webster Financial CorpWBS Webster Financial Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 10305.4 Millions
Recent Price: 62.32    
Smart Investing & Trading Score: 80
Day Percent Change: 2.7535%    
Day Change: 1.6
Week Change: 1.07039%    
Year-to-date Change: 16.2%
WBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WBS to Watchlist:       View:      Get Complete WBS Trend Analysis ➞

Stock Chart of National General Holdings Corp.NGHC National General Holdings Corp.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1713.62 Millions
Recent Price: 100.10    
Smart Investing & Trading Score: 50
Day Percent Change: -0.930325%    
Day Change: -9999
Week Change: 1.07027%    
Year-to-date Change: 0.0%
NGHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NGHC to Watchlist:       View:      Get Complete NGHC Trend Analysis ➞

Stock Chart of Equity Bancshares IncEQBK Equity Bancshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 811 Millions
Recent Price: 42.53    
Smart Investing & Trading Score: 90
Day Percent Change: 3.78233%    
Day Change: -0.59
Week Change: 1.06939%    
Year-to-date Change: 3.3%
EQBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQBK to Watchlist:       View:      Get Complete EQBK Trend Analysis ➞

Stock Chart of Templeton Dragon Fund IncTDF Templeton Dragon Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 284.21 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 50
Day Percent Change: -3.125%    
Day Change: 0
Week Change: 1.05727%    
Year-to-date Change: 39.7%
TDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDF to Watchlist:       View:      Get Complete TDF Trend Analysis ➞

Stock Chart of Virtus Convertible & Income FundNCV Virtus Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 335.51 Millions
Recent Price: 15.25    
Smart Investing & Trading Score: 100
Day Percent Change: 0.926539%    
Day Change: -0.03
Week Change: 1.0603%    
Year-to-date Change: 19.4%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund IncMSD Morgan Stanley Emerging Markets Debt Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 152.19 Millions
Recent Price: 7.62    
Smart Investing & Trading Score: 50
Day Percent Change: -0.26178%    
Day Change: -0.04
Week Change: 1.06101%    
Year-to-date Change: 5.2%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Apple Hospitality REIT IncAPLE Apple Hospitality REIT Inc
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 3090.35 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 50
Day Percent Change: 1.68675%    
Day Change: -0.01
Week Change: 1.03751%    
Year-to-date Change: -12.6%
APLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APLE to Watchlist:       View:      Get Complete APLE Trend Analysis ➞

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