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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%
CMUMFS High Closed-End Fund - Debt3.3010-0.46-4.29%
PMOPutnam Municipal Closed-End Fund - Debt9.9120-0.46-1.46%
NQPNuveen Pennsylvania Closed-End Fund - Debt10.9670-0.460.96%
MVFBlackRock MuniVest Asset Mgmt6.6150-0.46-3.77%
EXGEaton Vance Closed-End Fund - Foreign8.9350-0.4612.90%
MSBIMidland States Regional Banks18.4260-0.46-26.86%
ASBAssociated Banc-Corp Regional Banks26.9760-0.477.53%
AIC3.ai  REIT Mortgage16.9110-0.47-51.03%
ARRARMOUR Residential Mortgage15.3160-0.47-13.73%
ASGIAberdeen Standard Exchange Traded Fund20.6020-0.4730.77%
FBCGFidelity Blue Exchange Traded Fund50.9830-0.478.07%
WFHDirexion Work Exchange Traded Fund67.0220-0.471.53%
PFSProvident  S&L19.8490-0.482.28%
WTBAWest Ban Regional - Southwest Banks19.9690-0.48-9.65%
JFRNuveen Floating Closed-End Fund - Debt8.4550-0.480.61%
NWFLNorwood  Regional Banks27.0690-0.48-4.60%
ACTEnact  Insurance - Specialty37.6560-0.4817.76%
DIAXNuveen Dow Closed-End Fund - Equity14.7480-0.480.21%
WFCWells Fargo Banks81.7860-0.495.48%
OFGOFG Bancorp Banks44.7540-0.492.49%
UMBFUMB  Regional - Southwest Banks121.9080-0.492.85%
VVisa  Credit Services350.0750-0.492.94%
BHBBar Harbor Regional Banks32.2750-0.491.92%
PDLBPDL Community REIT - Retail14.8470-0.4910.46%
MEGIMainStay CBRE Closed-End Fund - Equity14.5643-0.4925.10%
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 MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.30    
Smart Investing & Trading Score: 10
Day Percent Change: -0.46%    
Day Change: -0.01
Week Change: -1.95%    
Year-to-date Change: -4.3%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.91    
Smart Investing & Trading Score: 20
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -1.82%    
Year-to-date Change: -1.5%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

Stock Chart of Nuveen Pennsylvania Quality Municipal Income FundNQP Nuveen Pennsylvania Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 443.707 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 70
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -1.65%    
Year-to-date Change: 1.0%
NQP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NQP to Watchlist:       View:      Get Complete NQP Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.61    
Smart Investing & Trading Score: 50
Day Percent Change: -0.46%    
Day Change: -0.03
Week Change: -2.54%    
Year-to-date Change: -3.8%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF 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: 8.93    
Smart Investing & Trading Score: 50
Day Percent Change: -0.46%    
Day Change: -0.04
Week Change: -1.58%    
Year-to-date Change: 12.9%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 18.42    
Smart Investing & Trading Score: 60
Day Percent Change: -0.46%    
Day Change: -0.08
Week Change: -3.9%    
Year-to-date Change: -26.9%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of Associated Banc-CorpASB Associated Banc-Corp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1904.8 Millions
Recent Price: 26.97    
Smart Investing & Trading Score: 60
Day Percent Change: -0.47%    
Day Change: -0.12
Week Change: -0.94%    
Year-to-date Change: 7.5%
ASB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASB to Watchlist:       View:      Get Complete ASB Trend Analysis ➞

Stock Chart of C3.ai, Inc.AI C3.ai, Inc.
Sector: Financials
SubSector: REIT Mortgage
MarketCap: 12467 Millions
Recent Price: 16.91    
Smart Investing & Trading Score: 10
Day Percent Change: -0.47%    
Day Change: -0.08
Week Change: -6.12%    
Year-to-date Change: -51.0%
AI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AI to Watchlist:       View:      Get Complete AI Trend Analysis ➞

Stock Chart of ARMOUR Residential REIT, Inc.ARR ARMOUR Residential REIT, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 578.739 Millions
Recent Price: 15.31    
Smart Investing & Trading Score: 60
Day Percent Change: -0.47%    
Day Change: -0.07
Week Change: -3.6%    
Year-to-date Change: -13.7%
ARR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARR to Watchlist:       View:      Get Complete ARR Trend Analysis ➞

Stock Chart of Aberdeen Standard Global Infrastructure Income FundASGI Aberdeen Standard Global Infrastructure Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 20.60    
Smart Investing & Trading Score: 20
Day Percent Change: -0.47%    
Day Change: -0.1
Week Change: -0.37%    
Year-to-date Change: 30.8%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Growth ETFFBCG Fidelity Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 50.98    
Smart Investing & Trading Score: 30
Day Percent Change: -0.47%    
Day Change: -0.23
Week Change: -3.22%    
Year-to-date Change: 8.1%
FBCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCG to Watchlist:       View:      Get Complete FBCG Trend Analysis ➞

Stock Chart of Direxion Work From Home ETFWFH Direxion Work From Home ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 67.02    
Smart Investing & Trading Score: 20
Day Percent Change: -0.47%    
Day Change: -0.3
Week Change: -2.36%    
Year-to-date Change: 1.5%
WFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFH to Watchlist:       View:      Get Complete WFH Trend Analysis ➞

Stock Chart of Provident Financial Services, Inc.PFS Provident Financial Services, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 829.73 Millions
Recent Price: 19.84    
Smart Investing & Trading Score: 90
Day Percent Change: -0.48%    
Day Change: -0.09
Week Change: -2.44%    
Year-to-date Change: 2.3%
PFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFS to Watchlist:       View:      Get Complete PFS Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 19.96    
Smart Investing & Trading Score: 90
Day Percent Change: -0.48%    
Day Change: -0.09
Week Change: 0.05%    
Year-to-date Change: -9.7%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 345.007 Millions
Recent Price: 8.45    
Smart Investing & Trading Score: 50
Day Percent Change: -0.48%    
Day Change: -0.04
Week Change: -1.65%    
Year-to-date Change: 0.6%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

Stock Chart of Norwood Financial Corp.NWFL Norwood Financial Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 201.899 Millions
Recent Price: 27.06    
Smart Investing & Trading Score: 90
Day Percent Change: -0.48%    
Day Change: -0.12
Week Change: -1.07%    
Year-to-date Change: -4.6%
NWFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWFL to Watchlist:       View:      Get Complete NWFL Trend Analysis ➞

Stock Chart of Enact Holdings, Inc.ACT Enact Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 4010 Millions
Recent Price: 37.65    
Smart Investing & Trading Score: 60
Day Percent Change: -0.48%    
Day Change: -0.18
Week Change: -1.44%    
Year-to-date Change: 17.8%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of Nuveen Dow 30 Dynamic Overwrite FundDIAX Nuveen Dow 30 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 379.747 Millions
Recent Price: 14.74    
Smart Investing & Trading Score: 80
Day Percent Change: -0.48%    
Day Change: -0.07
Week Change: 0.07%    
Year-to-date Change: 0.2%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 81.78    
Smart Investing & Trading Score: 60
Day Percent Change: -0.49%    
Day Change: -0.4
Week Change: -0.49%    
Year-to-date Change: 5.5%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 44.75    
Smart Investing & Trading Score: 40
Day Percent Change: -0.49%    
Day Change: -0.21
Week Change: -1.57%    
Year-to-date Change: 2.5%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

Stock Chart of UMB Financial CorporationUMBF UMB Financial Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 2207.35 Millions
Recent Price: 121.90    
Smart Investing & Trading Score: 80
Day Percent Change: -0.49%    
Day Change: -0.57
Week Change: -1.6%    
Year-to-date Change: 2.9%
UMBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMBF to Watchlist:       View:      Get Complete UMBF Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 350.07    
Smart Investing & Trading Score: 50
Day Percent Change: -0.49%    
Day Change: -1.71
Week Change: -0.49%    
Year-to-date Change: 2.9%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Bar Harbor BanksharesBHB Bar Harbor Bankshares
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 298.099 Millions
Recent Price: 32.27    
Smart Investing & Trading Score: 50
Day Percent Change: -0.49%    
Day Change: -0.15
Week Change: -2.86%    
Year-to-date Change: 1.9%
BHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHB to Watchlist:       View:      Get Complete BHB Trend Analysis ➞

Stock Chart of PDL Community BancorpPDLB PDL Community Bancorp
Sector: Financials
SubSector: REIT - Retail
MarketCap: 206.114 Millions
Recent Price: 14.84    
Smart Investing & Trading Score: 70
Day Percent Change: -0.49%    
Day Change: -0.07
Week Change: -2.45%    
Year-to-date Change: 10.5%
PDLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDLB to Watchlist:       View:      Get Complete PDLB Trend Analysis ➞

Stock Chart of MainStay CBRE Global Infrastructure Megatrends FundMEGI MainStay CBRE Global Infrastructure Megatrends Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 713 Millions
Recent Price: 14.56    
Smart Investing & Trading Score: 43
Day Percent Change: -0.49%    
Day Change: -0.07
Week Change: -1.38%    
Year-to-date Change: 25.1%
MEGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MEGI to Watchlist:       View:      Get Complete MEGI Trend Analysis ➞

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