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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
August 6, 2025 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 33 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and an improvement of trend continues.

 Year To Date Performance: 7.36 %
 Weekly Performance: 0.58 %
 Daily Performance: -0.4 %
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Financial Sector Trend
33 / 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%
IVZInvesco  Asset Mgmt21.17850.81%22.47%
ARESAres Management Asset Mgmt187.9885-0.30%7.02%
NTSTNetSTREIT  REIT Retail18.5985-0.85%33.24%
SVCService Properties REIT2.75834.75%9.46%
JOESt. Joe Real Estatet51.00831.33%13.85%
TCITranscontinental Realty REIT - 42.00830.91%40.89%
TRCTejon Ranch Property Mgmt18.36830.66%15.47%
PKSTPeakstone Realty REIT - 13.92830.51%28.06%
APAMArtisan Partners Asset Mgmt46.72830.26%11.91%
ESSAESSA Bancorp S&L640.00830.00%NA
AMGAffiliated Managers Asset Mgmt212.6583-0.87%15.00%
CIOCity Office REIT - Office6.98830.43%31.92%
CBRECBRE  Property Mgmt156.47830.28%19.18%
GLGlobe Life Life Insurance139.51830.12%25.62%
AIVApartment  REIT8.68812.48%2.31%
NKSHNational Bankshares Regional Banks28.54812.40%-0.59%
AREAlexandria Real REIT - Office78.14811.32%-18.78%
TROWT. Rowe Asset Mgmt105.6581-0.27%-5.27%
VCTRVictory Capital Asset Mgmt69.24800.45%6.50%
LTCLTC Properties REIT35.15801.18%3.98%
ERIEErie Indemnity Insurance356.82800.17%-12.85%
BHBBar Harbor Regional Banks30.36784.69%0.18%
EGPEast Properties REIT - Industrial164.25780.40%3.16%
ORealty ome REIT - Retail57.2078-0.44%9.17%
ORCOrchid Island Mortgage7.1278-0.70%-4.30%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 7.36% and is currently outperforming the overall market by 0.31% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 33
YTD Performance: 7.36%
**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[3208%] Easterly Government[107%] Mr. Cooper[97%]
Heritage Insurance[79%] Root [73%] Industrial Logistics[70%]
Rocket [69%] Diversified Healthcare[50%] ProAssurance [50%]
World Acceptance[42%] XP [41%] Transcontinental Realty[41%]
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
Uniti [47.7%] Lemonade [31.7%] AlTi Global[24.1%]
MBIA [20.5%] Industrial Logistics[14.9%] Cushman & Wakefield[12.2%]
Tanger Factory[9.4%] Hippo [9.1%] Rocket [9%]
LGI Homes[8.9%] eXp World[8.8%] Mr. Cooper[8.7%]
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
Interactive Brokers[-64%] Offerpad [-61%] GoHealth [-56%]
SelectQuote [-53%] iShares iBonds[-46%] AFC Gamma[-43%]
First Internet[-39%] Ready Capital[-37%] Eagle Bancorp[-37%]
Claros Mortgage[-36%] LGI Homes[-34%] Armada Hoffler[-33%]
.
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
Lemonade [100] MBIA [100] AlTi Global[100]
Cushman & Wakefield[100] LGI Homes[100] Rocket [100]
Tanger Factory[100] Mr. Cooper[100] CBL & Associates Properties[100]
Hamilton Lane[100] Simon Property[100] Industrial Logistics[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  51.7033-0.40.587.36%
IAIBroker-Dealers & Secs 173.4553-0.871.4520.77%
KBEBank  56.27510.521.832.16%
FASFinancial Bull 3X 159.7733-1.271.616.12%
FAZFinancial Bear 3X 4.60621.32-1.5-26.44%
UYGFinancials  92.1426-0.790.928.14%
KIEInsurance  56.82350.711.991.03%
 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 Invesco Ltd.IVZ Invesco Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 4578.23 Millions
Recent Price: 21.17    
Smart Investing & Trading Score: 85
Day Percent Change: 0.81%    
Day Change: 0.17
Week Change: 2.72%    
Year-to-date Change: 22.5%
IVZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVZ to Watchlist:       View:      Get Complete IVZ Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 187.98    
Smart Investing & Trading Score: 85
Day Percent Change: -0.3%    
Day Change: -0.57
Week Change: 2.82%    
Year-to-date Change: 7.0%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of NetSTREIT Corp.NTST NetSTREIT Corp.
Sector: Financials
SubSector: REIT Retail
MarketCap: 51267 Millions
Recent Price: 18.59    
Smart Investing & Trading Score: 85
Day Percent Change: -0.85%    
Day Change: -0.16
Week Change: 1.53%    
Year-to-date Change: 33.2%
NTST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTST to Watchlist:       View:      Get Complete NTST Trend Analysis ➞

Stock Chart of Service Properties TrustSVC Service Properties Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1067.74 Millions
Recent Price: 2.75    
Smart Investing & Trading Score: 83
Day Percent Change: 4.75%    
Day Change: 0.13
Week Change: 6.37%    
Year-to-date Change: 9.5%
SVC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVC to Watchlist:       View:      Get Complete SVC Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 51.00    
Smart Investing & Trading Score: 83
Day Percent Change: 1.33%    
Day Change: 0.67
Week Change: 2.29%    
Year-to-date Change: 13.9%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of Transcontinental Realty Investors, Inc.TCI Transcontinental Realty Investors, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 158.653 Millions
Recent Price: 42.00    
Smart Investing & Trading Score: 83
Day Percent Change: 0.91%    
Day Change: 0.38
Week Change: 5.58%    
Year-to-date Change: 40.9%
TCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCI to Watchlist:       View:      Get Complete TCI Trend Analysis ➞

Stock Chart of Tejon Ranch Co.TRC Tejon Ranch Co.
Sector: Financials
SubSector: Property Management
MarketCap: 346.442 Millions
Recent Price: 18.36    
Smart Investing & Trading Score: 83
Day Percent Change: 0.66%    
Day Change: 0.12
Week Change: 2.68%    
Year-to-date Change: 15.5%
TRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRC to Watchlist:       View:      Get Complete TRC Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 13.92    
Smart Investing & Trading Score: 83
Day Percent Change: 0.51%    
Day Change: 0.07
Week Change: 2.05%    
Year-to-date Change: 28.1%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 46.72    
Smart Investing & Trading Score: 83
Day Percent Change: 0.26%    
Day Change: 0.12
Week Change: 4.19%    
Year-to-date Change: 11.9%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM Trend Analysis ➞

Stock Chart of ESSA Bancorp, Inc.ESSA ESSA Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.33 Millions
Recent Price: 640.00    
Smart Investing & Trading Score: 83
Day Percent Change: 0%    
Day Change: 0
Week Change: 0.79%    
Year-to-date Change: 3,207.8%
ESSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESSA to Watchlist:       View:      Get Complete ESSA Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 212.65    
Smart Investing & Trading Score: 83
Day Percent Change: -0.87%    
Day Change: -1.87
Week Change: 2.7%    
Year-to-date Change: 15.0%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of City Office REIT, Inc.CIO City Office REIT, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 478.566 Millions
Recent Price: 6.98    
Smart Investing & Trading Score: 83
Day Percent Change: 0.43%    
Day Change: 0.03
Week Change: 0.72%    
Year-to-date Change: 31.9%
CIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIO to Watchlist:       View:      Get Complete CIO Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 156.47    
Smart Investing & Trading Score: 83
Day Percent Change: 0.28%    
Day Change: 0.44
Week Change: 1.64%    
Year-to-date Change: 19.2%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of Globe Life Inc.GL Globe Life Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 7596.46 Millions
Recent Price: 139.51    
Smart Investing & Trading Score: 83
Day Percent Change: 0.12%    
Day Change: 0.17
Week Change: 1.65%    
Year-to-date Change: 25.6%
GL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GL to Watchlist:       View:      Get Complete GL Trend Analysis ➞

Stock Chart of Apartment Investment and Management CompanyAIV Apartment Investment and Management Company
Sector: Financials
SubSector: REIT - Residential
MarketCap: 4485.11 Millions
Recent Price: 8.68    
Smart Investing & Trading Score: 81
Day Percent Change: 2.48%    
Day Change: 0.21
Week Change: 3.46%    
Year-to-date Change: 2.3%
AIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIV to Watchlist:       View:      Get Complete AIV Trend Analysis ➞

Stock Chart of National Bankshares, Inc.NKSH National Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 209.759 Millions
Recent Price: 28.54    
Smart Investing & Trading Score: 81
Day Percent Change: 2.4%    
Day Change: 0.67
Week Change: 5.27%    
Year-to-date Change: -0.6%
NKSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKSH to Watchlist:       View:      Get Complete NKSH Trend Analysis ➞

Stock Chart of Alexandria Real Estate Equities, Inc.ARE Alexandria Real Estate Equities, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 16793.6 Millions
Recent Price: 78.14    
Smart Investing & Trading Score: 81
Day Percent Change: 1.32%    
Day Change: 1.02
Week Change: 2.8%    
Year-to-date Change: -18.8%
ARE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARE to Watchlist:       View:      Get Complete ARE Trend Analysis ➞

Stock Chart of T. Rowe Price Group, Inc.TROW T. Rowe Price Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 24530 Millions
Recent Price: 105.65    
Smart Investing & Trading Score: 81
Day Percent Change: -0.27%    
Day Change: -0.29
Week Change: 2.51%    
Year-to-date Change: -5.3%
TROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TROW to Watchlist:       View:      Get Complete TROW 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: 69.24    
Smart Investing & Trading Score: 80
Day Percent Change: 0.45%    
Day Change: 0.31
Week Change: 3.65%    
Year-to-date Change: 6.5%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of LTC Properties, Inc.LTC LTC Properties, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1369.24 Millions
Recent Price: 35.15    
Smart Investing & Trading Score: 80
Day Percent Change: 1.18%    
Day Change: 0.41
Week Change: 2.51%    
Year-to-date Change: 4.0%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 356.82    
Smart Investing & Trading Score: 80
Day Percent Change: 0.17%    
Day Change: 0.61
Week Change: 1.73%    
Year-to-date Change: -12.9%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Bar Harbor BanksharesBHB Bar Harbor Bankshares
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 298.099 Millions
Recent Price: 30.36    
Smart Investing & Trading Score: 78
Day Percent Change: 4.69%    
Day Change: 1.36
Week Change: 6.01%    
Year-to-date Change: 0.2%
BHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHB to Watchlist:       View:      Get Complete BHB Trend Analysis ➞

Stock Chart of EastGroup Properties, Inc.EGP EastGroup Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4034.29 Millions
Recent Price: 164.25    
Smart Investing & Trading Score: 78
Day Percent Change: 0.4%    
Day Change: 0.65
Week Change: 1.41%    
Year-to-date Change: 3.2%
EGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EGP to Watchlist:       View:      Get Complete EGP Trend Analysis ➞

Stock Chart of Realty Income CorporationO Realty Income Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 17647.4 Millions
Recent Price: 57.20    
Smart Investing & Trading Score: 78
Day Percent Change: -0.44%    
Day Change: -0.25
Week Change: 1.11%    
Year-to-date Change: 9.2%
O Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add O to Watchlist:       View:      Get Complete O Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 7.12    
Smart Investing & Trading Score: 78
Day Percent Change: -0.7%    
Day Change: -0.05
Week Change: 1.28%    
Year-to-date Change: -4.3%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Performance: Year-to-date, Week and Day
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