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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%
RGAReinsurance  Life Insurance194.7970-0.55-9.19%
SNVSynovus  Regional Banks51.6180-0.55-2.51%
SRCE1st Source Regional Banks64.4260-0.556.65%
EOSEaton Vance Closed-End Fund - Equity23.9910-0.552.70%
ARDCAres Dynamic Asset Mgmt14.71100-0.551.72%
LNCLoln National Life Insurance42.9370-0.5633.69%
TCBKTriCo Bancshares Regional Banks45.42100-0.56-1.06%
HOMBHome Bancshares Banks29.7630-0.562.39%
TCPCBlackRock TCP Closed-End Fund - Debt7.2150-0.56-13.08%
ALTLPacer Lunt Exchange Traded Fund40.4850-0.565.65%
upstUpstart  Credit Services73.2850-0.563.17%
RWAYRunway Growth Credit Services10.8963-0.563.26%
WDHWaterdrop  Insurance - 1.7220-0.5651.92%
BBUCBrookfield Business Asset Mgmt33.0049-0.5638.46%
JPMJPMorgan Chase Banks299.770-0.5713.36%
GABCGerman American Regional Banks41.7860-0.571.44%
MAMastercard  Credit Services591.8790-0.576.87%
EDDMorgan Stanley Closed-End Fund - Debt5.3230-0.5722.87%
JCENuveen Core Closed-End Fund - Equity15.7380-0.581.21%
EMDWestern Asset Closed-End Fund - Debt10.3050-0.5814.74%
BHFBrighthouse  Life Insurance47.2610-0.58-3.37%
BYByline Bancorp Regional Banks28.9160-0.58-3.93%
FULTFulton  Regional Banks19.6650-0.59-2.16%
CTBICommunity Trust Regional Banks58.4260-0.597.23%
BMRCBank of Marin Bancorp Regional Banks24.5460-0.59-0.33%
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 Reinsurance Group of America, IncorporatedRGA Reinsurance Group of America, Incorporated
Sector: Financials
SubSector: Life Insurance
MarketCap: 4423.36 Millions
Recent Price: 194.79    
Smart Investing & Trading Score: 70
Day Percent Change: -0.55%    
Day Change: -1.05
Week Change: 1.13%    
Year-to-date Change: -9.2%
RGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RGA to Watchlist:       View:      Get Complete RGA Trend Analysis ➞

Stock Chart of Synovus Financial Corp.SNV Synovus Financial Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2697.29 Millions
Recent Price: 51.61    
Smart Investing & Trading Score: 80
Day Percent Change: -0.55%    
Day Change: -0.27
Week Change: -1.25%    
Year-to-date Change: -2.5%
SNV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SNV to Watchlist:       View:      Get Complete SNV Trend Analysis ➞

Stock Chart of 1st Source CorporationSRCE 1st Source Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 784.77 Millions
Recent Price: 64.42    
Smart Investing & Trading Score: 60
Day Percent Change: -0.55%    
Day Change: -0.34
Week Change: -0.71%    
Year-to-date Change: 6.7%
SRCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRCE to Watchlist:       View:      Get Complete SRCE Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income Fund IIEOS Eaton Vance Enhanced Equity Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 595.947 Millions
Recent Price: 23.99    
Smart Investing & Trading Score: 10
Day Percent Change: -0.55%    
Day Change: -0.13
Week Change: -2.89%    
Year-to-date Change: 2.7%
EOS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOS to Watchlist:       View:      Get Complete EOS Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 14.71    
Smart Investing & Trading Score: 100
Day Percent Change: -0.55%    
Day Change: -0.08
Week Change: 0.07%    
Year-to-date Change: 1.7%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 42.93    
Smart Investing & Trading Score: 70
Day Percent Change: -0.56%    
Day Change: -0.23
Week Change: -0.81%    
Year-to-date Change: 33.7%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of TriCo BancsharesTCBK TriCo Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 875.129 Millions
Recent Price: 45.42    
Smart Investing & Trading Score: 100
Day Percent Change: -0.56%    
Day Change: -0.24
Week Change: -1.87%    
Year-to-date Change: -1.1%
TCBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBK to Watchlist:       View:      Get Complete TCBK Trend Analysis ➞

Stock Chart of Home Bancshares, Inc. (Conway, AR)HOMB Home Bancshares, Inc. (Conway, AR)
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2090.49 Millions
Recent Price: 29.76    
Smart Investing & Trading Score: 30
Day Percent Change: -0.56%    
Day Change: -0.16
Week Change: -0.83%    
Year-to-date Change: 2.4%
HOMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOMB to Watchlist:       View:      Get Complete HOMB Trend Analysis ➞

Stock Chart of BlackRock TCP Capital Corp.TCPC BlackRock TCP Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 7.21    
Smart Investing & Trading Score: 50
Day Percent Change: -0.56%    
Day Change: -0.04
Week Change: -0.7%    
Year-to-date Change: -13.1%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of Pacer Lunt Large Cap Alternator ETFALTL Pacer Lunt Large Cap Alternator ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.48    
Smart Investing & Trading Score: 50
Day Percent Change: -0.56%    
Day Change: -0.22
Week Change: -2.68%    
Year-to-date Change: 5.7%
ALTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTL to Watchlist:       View:      Get Complete ALTL Trend Analysis ➞

Stock Chart of Upstart Holdings, Inc.upst Upstart Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2900 Millions
Recent Price: 73.28    
Smart Investing & Trading Score: 50
Day Percent Change: -0.56%    
Day Change: -0.36
Week Change: -0.49%    
Year-to-date Change: 3.2%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 10.89    
Smart Investing & Trading Score: 63
Day Percent Change: -0.56%    
Day Change: -0.06
Week Change: -3.47%    
Year-to-date Change: 3.3%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.72    
Smart Investing & Trading Score: 20
Day Percent Change: -0.56%    
Day Change: -0.01
Week Change: -1.67%    
Year-to-date Change: 51.9%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of Brookfield Business CorporationBBUC Brookfield Business Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1810 Millions
Recent Price: 33.00    
Smart Investing & Trading Score: 49
Day Percent Change: -0.56%    
Day Change: -0.19
Week Change: 10.18%    
Year-to-date Change: 38.5%
BBUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBUC to Watchlist:       View:      Get Complete BBUC Trend Analysis ➞

Stock Chart of JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 299.7    
Smart Investing & Trading Score: 70
Day Percent Change: -0.57%    
Day Change: -1.72
Week Change: -0.57%    
Year-to-date Change: 13.4%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of German American Bancorp, Inc.GABC German American Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 731.47 Millions
Recent Price: 41.78    
Smart Investing & Trading Score: 60
Day Percent Change: -0.57%    
Day Change: -0.23
Week Change: -0.35%    
Year-to-date Change: 1.4%
GABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GABC to Watchlist:       View:      Get Complete GABC Trend Analysis ➞

Stock Chart of Mastercard IncorporatedMA Mastercard Incorporated
Sector: Financials
SubSector: Credit Services
MarketCap: 234809 Millions
Recent Price: 591.87    
Smart Investing & Trading Score: 90
Day Percent Change: -0.57%    
Day Change: -3.42
Week Change: -0.57%    
Year-to-date Change: 6.9%
MA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MA to Watchlist:       View:      Get Complete MA Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 5.32    
Smart Investing & Trading Score: 30
Day Percent Change: -0.57%    
Day Change: -0.03
Week Change: -1.13%    
Year-to-date Change: 22.9%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Nuveen Core Equity Alpha FundJCE Nuveen Core Equity Alpha Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 15.73    
Smart Investing & Trading Score: 80
Day Percent Change: -0.58%    
Day Change: -0.09
Week Change: -1.56%    
Year-to-date Change: 1.2%
JCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCE to Watchlist:       View:      Get Complete JCE Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 50
Day Percent Change: -0.58%    
Day Change: -0.06
Week Change: 0.39%    
Year-to-date Change: 14.7%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHF Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2045.06 Millions
Recent Price: 47.26    
Smart Investing & Trading Score: 10
Day Percent Change: -0.58%    
Day Change: -0.27
Week Change: -0.56%    
Year-to-date Change: -3.4%
BHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHF to Watchlist:       View:      Get Complete BHF Trend Analysis ➞

Stock Chart of Byline Bancorp, Inc.BY Byline Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 381.87 Millions
Recent Price: 28.91    
Smart Investing & Trading Score: 60
Day Percent Change: -0.58%    
Day Change: -0.16
Week Change: 0.18%    
Year-to-date Change: -3.9%
BY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BY to Watchlist:       View:      Get Complete BY Trend Analysis ➞

Stock Chart of Fulton Financial CorporationFULT Fulton Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2030.89 Millions
Recent Price: 19.66    
Smart Investing & Trading Score: 50
Day Percent Change: -0.59%    
Day Change: -0.11
Week Change: -1.54%    
Year-to-date Change: -2.2%
FULT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FULT to Watchlist:       View:      Get Complete FULT Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 58.42    
Smart Investing & Trading Score: 60
Day Percent Change: -0.59%    
Day Change: -0.33
Week Change: -0.69%    
Year-to-date Change: 7.2%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Bank of Marin BancorpBMRC Bank of Marin Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 367.929 Millions
Recent Price: 24.54    
Smart Investing & Trading Score: 60
Day Percent Change: -0.59%    
Day Change: -0.14
Week Change: -1.36%    
Year-to-date Change: -0.3%
BMRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMRC to Watchlist:       View:      Get Complete BMRC Trend Analysis ➞

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