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Best Financial Stocks

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
August 15, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 80 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and an improvement of trend continues.

 Year To Date Performance: 9.94 %
 Weekly Performance: 1.56 %
 Daily Performance: 26.65 %
12Stocks.com
Financial Sector Trend
80 / 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 PriceTrend ScoreChange %YTD Change%
GEOGEO  REIT20.64104.10%-26.23%
GEOGEO  REIT20.76104.10%-26.23%
MCMoelis &  Asset Mgmt75.061003.84%4.70%
MCMoelis &  Asset Mgmt74.351003.84%4.70%
LXLexinFintech  Credit Services6.6510-32.95%21.89%
NNINelnet  Credit Services128.689015.64%21.07%
NNINelnet  Credit Services128.639015.64%21.07%
BCATBlackRock Capital Closed-End Fund - Equity15.161000.49%14.93%
CFFNCapitol Federal S&L6.1780-3.92%8.99%
CFFNCapitol Federal S&L6.1380-3.92%8.99%
EXGEaton Vance Closed-End Fund - Foreign8.87902.11%14.84%
ESRTEmpire State REIT - 7.53503.17%-26.42%
ESRTEmpire State REIT - 7.40503.17%-26.42%
TRMKTrustmark  Regional Banks39.29905.10%12.60%
TRMKTrustmark  Regional Banks39.12905.10%12.60%
NSANational Storage REIT - Industrial30.32401.79%-17.37%
NSANational Storage REIT - Industrial30.10401.79%-17.37%
BBUBrookfield Business Real Estatet24.65405.30%4.97%
ECATBlackRock ESG Closed-End Fund - Equity16.98482.46%18.51%
CMTGClaros Mortgage REIT - Mortgage3.47462.73%-22.79%
SFBSServisFirst Bancshares Foreign Banks83.83904.84%0.16%
SFBSServisFirst Bancshares Foreign Banks82.81904.84%0.16%
FIHLFidelis Insurance Insurance - 17.11173.88%-2.54%
PFSIPennyMac  Mortgage108.331002.36%6.70%
PFSIPennyMac  Mortgage108.411002.36%6.70%
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 9.94% and is currently underperforming the overall market by -0.39% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 80
YTD Performance: 9.94%
**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%]
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
AdvisorShares Pure[57.9%]
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
PHH [-90%] PHH [-90%] SunTrust Banks[-90%]
SunTrust Banks[-90%] CIM Commercial[-87%] CIM Commercial[-87%]
Fangdd Network[-82%] Office Properties[-75%] Signature Bank[-64%]
Signature Bank[-64%] eHealth [-62%] eHealth [-62%]
.
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
LendingTree [100] LendingTree [100] Newmark [100]
Jefferies [100] Axos [100] Nomura [100]
Nomura [100] Stewart Information[100] Stewart Information[100]
Lloyds Banking[100] Lloyds Banking[100] Investors Title[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  52.768026.651.569.94%
XLFFinancial  53.018026.651.569.94%
IAIBroker-Dealers & Secs 175.936031.391.4222.78%
IAIBroker-Dealers & Secs 176.406031.391.4222.78%
IYFFinancials  123.52801.361.712.44%
IYFFinancials  123.96801.361.712.44%
IYGFinancial Services  87.47801.271.6613.03%
IYGFinancial Services  88.01801.271.6613.03%
KRERegional Banking  62.649019.255.515.21%
KRERegional Banking  62.609019.255.515.21%
IXGGlobal Financials  114.711001.392.120.28%
VFHFinancials  129.18801.291.8710.29%
VFHFinancials  129.73801.291.8710.29%
KBEBank  58.869028.035.097.6%
KBEBank  58.859028.035.097.6%
FASFinancial Bull 3X 169.37803.144.4512.86%
FASFinancial Bull 3X 171.85803.144.4512.86%
FAZFinancial Bear 3X 4.3430-2.91-4.19-30.05%
FAZFinancial Bear 3X 4.2630-2.91-4.19-30.05%
UYGFinancials  95.80801.93.0112.59%
UYGFinancials  96.75801.93.0112.59%
IATRegional Banks  51.44803.214.33.58%
IATRegional Banks  51.65803.214.33.58%
KIEInsurance  58.76701.072.84.78%
KIEInsurance  58.50701.072.84.78%
PSCFSmallCap Financials  56.7510017.964.694.65%
EUFNEurope Financials  34.2210023.343.750.74%
EUFNEurope Financials  34.4510023.343.750.74%
PGFFinancial Preferred  14.481000.360.913.17%
PGFFinancial Preferred  14.411000.360.913.17%
 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 The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 20.64    
Smart Investing & Trading Score: 10
Day Percent Change: 4.1%    
Day Change: 0.56
Week Change: -9.79%    
Year-to-date Change: -26.2%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 20.76    
Smart Investing & Trading Score: 10
Day Percent Change: 4.1%    
Day Change: 0.56
Week Change: -9.79%    
Year-to-date Change: -26.2%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 75.06    
Smart Investing & Trading Score: 100
Day Percent Change: 3.84%    
Day Change: 2.5
Week Change: 7.09%    
Year-to-date Change: 4.7%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 74.35    
Smart Investing & Trading Score: 100
Day Percent Change: 3.84%    
Day Change: 2.5
Week Change: 7.09%    
Year-to-date Change: 4.7%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC Trend Analysis ➞

Stock Chart of LexinFintech Holdings Ltd.LX LexinFintech Holdings Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 1674.18 Millions
Recent Price: 6.65    
Smart Investing & Trading Score: 10
Day Percent Change: -32.95%    
Day Change: -0.86
Week Change: 3.73%    
Year-to-date Change: 21.9%
LX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LX to Watchlist:       View:      Get Complete LX Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 128.68    
Smart Investing & Trading Score: 90
Day Percent Change: 15.64%    
Day Change: 15.22
Week Change: 2.28%    
Year-to-date Change: 21.1%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 128.63    
Smart Investing & Trading Score: 90
Day Percent Change: 15.64%    
Day Change: 15.22
Week Change: 2.28%    
Year-to-date Change: 21.1%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.16    
Smart Investing & Trading Score: 100
Day Percent Change: 0.49%    
Day Change: 0.08
Week Change: 2.07%    
Year-to-date Change: 14.9%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Capitol Federal Financial, Inc.CFFN Capitol Federal Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1639.1 Millions
Recent Price: 6.17    
Smart Investing & Trading Score: 80
Day Percent Change: -3.92%    
Day Change: -0.25
Week Change: 6.56%    
Year-to-date Change: 9.0%
CFFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFN to Watchlist:       View:      Get Complete CFFN Trend Analysis ➞

Stock Chart of Capitol Federal Financial, Inc.CFFN Capitol Federal Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1639.1 Millions
Recent Price: 6.13    
Smart Investing & Trading Score: 80
Day Percent Change: -3.92%    
Day Change: -0.25
Week Change: 6.56%    
Year-to-date Change: 9.0%
CFFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFN to Watchlist:       View:      Get Complete CFFN Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Diversified Equity Income FundEXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 1635.47 Millions
Recent Price: 8.87    
Smart Investing & Trading Score: 90
Day Percent Change: 2.11%    
Day Change: 0.18
Week Change: 1.95%    
Year-to-date Change: 14.8%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG 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: 7.53    
Smart Investing & Trading Score: 50
Day Percent Change: 3.17%    
Day Change: 0.32
Week Change: 0.13%    
Year-to-date Change: -26.4%
ESRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESRT to Watchlist:       View:      Get Complete ESRT 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: 7.40    
Smart Investing & Trading Score: 50
Day Percent Change: 3.17%    
Day Change: 0.32
Week Change: 0.13%    
Year-to-date Change: -26.4%
ESRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESRT to Watchlist:       View:      Get Complete ESRT Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 39.29    
Smart Investing & Trading Score: 90
Day Percent Change: 5.1%    
Day Change: 1.61
Week Change: 6.64%    
Year-to-date Change: 12.6%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 39.12    
Smart Investing & Trading Score: 90
Day Percent Change: 5.1%    
Day Change: 1.61
Week Change: 6.64%    
Year-to-date Change: 12.6%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of National Storage Affiliates TrustNSA National Storage Affiliates Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1623.99 Millions
Recent Price: 30.32    
Smart Investing & Trading Score: 40
Day Percent Change: 1.79%    
Day Change: 0.8
Week Change: 0.43%    
Year-to-date Change: -17.4%
NSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NSA to Watchlist:       View:      Get Complete NSA Trend Analysis ➞

Stock Chart of National Storage Affiliates TrustNSA National Storage Affiliates Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1623.99 Millions
Recent Price: 30.10    
Smart Investing & Trading Score: 40
Day Percent Change: 1.79%    
Day Change: 0.8
Week Change: 0.43%    
Year-to-date Change: -17.4%
NSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NSA to Watchlist:       View:      Get Complete NSA Trend Analysis ➞

Stock Chart of Brookfield Business Partners L.P.BBU Brookfield Business Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1612.19 Millions
Recent Price: 24.65    
Smart Investing & Trading Score: 40
Day Percent Change: 5.3%    
Day Change: 1.07
Week Change: -3.17%    
Year-to-date Change: 5.0%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.98    
Smart Investing & Trading Score: 48
Day Percent Change: 2.46%    
Day Change: 0.43
Week Change: 3.58%    
Year-to-date Change: 18.5%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 3.47    
Smart Investing & Trading Score: 46
Day Percent Change: 2.73%    
Day Change: 0.21
Week Change: 22.03%    
Year-to-date Change: -22.8%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 83.83    
Smart Investing & Trading Score: 90
Day Percent Change: 4.84%    
Day Change: 3.77
Week Change: 8.03%    
Year-to-date Change: 0.2%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 82.81    
Smart Investing & Trading Score: 90
Day Percent Change: 4.84%    
Day Change: 3.77
Week Change: 8.03%    
Year-to-date Change: 0.2%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of Fidelis Insurance Holdings LimitedFIHL Fidelis Insurance Holdings Limited
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 1590 Millions
Recent Price: 17.11    
Smart Investing & Trading Score: 17
Day Percent Change: 3.88%    
Day Change: 0.7
Week Change: 8.53%    
Year-to-date Change: -2.5%
FIHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIHL to Watchlist:       View:      Get Complete FIHL Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 108.33    
Smart Investing & Trading Score: 100
Day Percent Change: 2.36%    
Day Change: 2.36
Week Change: 9.62%    
Year-to-date Change: 6.7%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 108.41    
Smart Investing & Trading Score: 100
Day Percent Change: 2.36%    
Day Change: 2.36
Week Change: 9.62%    
Year-to-date Change: 6.7%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

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