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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%
VTNInvesco Trust Closed-End Fund - Debt10.1240-0.591.46%
MFMMFS Municipal Closed-End Fund - Debt5.1970-0.59-2.75%
NTBBank of N.T. Butterfield & Son Foreign Banks45.1230-0.5924.94%
BKTBlackRock ome Closed-End Fund - Debt11.7650-0.606.94%
PGREParamount  Property Mgmt7.20100-0.6034.01%
CNNECannae  Asset Mgmt18.7040-0.60-7.72%
DMBBNY  Asset Mgmt10.0240-0.60-2.14%
BAMBrookfield Asset Real Estatet60.1620-0.6110.62%
EHIWestern Asset Closed-End Fund - Debt6.6240-0.615.97%
PNIPIMCO New Closed-End Fund - Debt6.6060-0.61-5.27%
OVBCOhio Valley Regional Banks37.00100-0.6150.99%
AVALGrupo Aval Foreign Banks3.3380-0.6165.43%
SPXXNuveen S&P Closed-End Fund - Equity18.1020-0.610.45%
TCBXThird Coast Banks - Regional39.8361-0.6113.03%
PGRProgressive  Insurance245.5230-0.62-0.30%
EVGEaton Vance Closed-End Fund - Debt11.2830-0.627.45%
IIFMorgan Stanley Closed-End Fund - Foreign26.250-0.628.59%
MPVBarings Participation Closed-End Fund - Debt19.9450-0.6212.35%
CLMCornerstone Strategic Asset Mgmt8.1340-0.625.82%
BBUBrookfield Business Real Estatet26.9160-0.6216.13%
HBANLHuntington Bancshares Banks - Regional25.3238-0.625.16%
USBU.S. Bancorp Regional Banks48.5270-0.633.90%
BACBank of America Banks50.4280-0.6310.23%
UBSUBS  Foreign Banks40.5240-0.6336.61%
MHDBlackRock Muni Closed-End Fund - Debt11.1860-0.63-2.16%
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 Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.12    
Smart Investing & Trading Score: 40
Day Percent Change: -0.59%    
Day Change: -0.06
Week Change: -2.59%    
Year-to-date Change: 1.5%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of MFS Municipal Income TrustMFM MFS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 228.107 Millions
Recent Price: 5.19    
Smart Investing & Trading Score: 70
Day Percent Change: -0.59%    
Day Change: -0.03
Week Change: -1.56%    
Year-to-date Change: -2.8%
MFM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFM to Watchlist:       View:      Get Complete MFM Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 45.12    
Smart Investing & Trading Score: 30
Day Percent Change: -0.59%    
Day Change: -0.26
Week Change: -1.76%    
Year-to-date Change: 24.9%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.76    
Smart Investing & Trading Score: 50
Day Percent Change: -0.6%    
Day Change: -0.07
Week Change: -0.85%    
Year-to-date Change: 6.9%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Paramount Group, Inc.PGRE Paramount Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1722.72 Millions
Recent Price: 7.20    
Smart Investing & Trading Score: 100
Day Percent Change: -0.6%    
Day Change: -0.04
Week Change: -3.92%    
Year-to-date Change: 34.0%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 18.70    
Smart Investing & Trading Score: 40
Day Percent Change: -0.6%    
Day Change: -0.11
Week Change: 1.06%    
Year-to-date Change: -7.7%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 10.02    
Smart Investing & Trading Score: 40
Day Percent Change: -0.6%    
Day Change: -0.06
Week Change: -1.59%    
Year-to-date Change: -2.1%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 60.16    
Smart Investing & Trading Score: 20
Day Percent Change: -0.61%    
Day Change: -0.36
Week Change: -4.99%    
Year-to-date Change: 10.6%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of Western Asset Global High Income Fund Inc.EHI Western Asset Global High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 299.407 Millions
Recent Price: 6.62    
Smart Investing & Trading Score: 40
Day Percent Change: -0.61%    
Day Change: -0.04
Week Change: -0.76%    
Year-to-date Change: 6.0%
EHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHI to Watchlist:       View:      Get Complete EHI Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 6.60    
Smart Investing & Trading Score: 60
Day Percent Change: -0.61%    
Day Change: -0.04
Week Change: 1.08%    
Year-to-date Change: -5.3%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of Ohio Valley Banc Corp.OVBC Ohio Valley Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 139.67 Millions
Recent Price: 37.00    
Smart Investing & Trading Score: 100
Day Percent Change: -0.61%    
Day Change: -0.22
Week Change: 1.27%    
Year-to-date Change: 51.0%
OVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVBC to Watchlist:       View:      Get Complete OVBC Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 3.33    
Smart Investing & Trading Score: 80
Day Percent Change: -0.61%    
Day Change: -0.02
Week Change: 2.83%    
Year-to-date Change: 65.4%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 18.10    
Smart Investing & Trading Score: 20
Day Percent Change: -0.61%    
Day Change: -0.11
Week Change: -1.55%    
Year-to-date Change: 0.5%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Third Coast Bancshares, Inc.TCBX Third Coast Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 212 Millions
Recent Price: 39.83    
Smart Investing & Trading Score: 61
Day Percent Change: -0.61%    
Day Change: -0.23
Week Change: -1.88%    
Year-to-date Change: 13.0%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of The Progressive CorporationPGR The Progressive Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 43112 Millions
Recent Price: 245.52    
Smart Investing & Trading Score: 30
Day Percent Change: -0.62%    
Day Change: -1.54
Week Change: -0.62%    
Year-to-date Change: -0.3%
PGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGR to Watchlist:       View:      Get Complete PGR Trend Analysis ➞

Stock Chart of Eaton Vance Short Duration Diversified Income FundEVG Eaton Vance Short Duration Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 183.207 Millions
Recent Price: 11.28    
Smart Investing & Trading Score: 30
Day Percent Change: -0.62%    
Day Change: -0.07
Week Change: -1.76%    
Year-to-date Change: 7.5%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund, Inc.IIF Morgan Stanley India Investment Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.247 Millions
Recent Price: 26.25    
Smart Investing & Trading Score: 0
Day Percent Change: -0.62%    
Day Change: -0.17
Week Change: 2.43%    
Year-to-date Change: 8.6%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of Barings Participation InvestorsMPV Barings Participation Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 101.207 Millions
Recent Price: 19.94    
Smart Investing & Trading Score: 50
Day Percent Change: -0.62%    
Day Change: -0.12
Week Change: 1.64%    
Year-to-date Change: 12.4%
MPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPV to Watchlist:       View:      Get Complete MPV Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 8.13    
Smart Investing & Trading Score: 40
Day Percent Change: -0.62%    
Day Change: -0.05
Week Change: -2.07%    
Year-to-date Change: 5.8%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM 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: 26.91    
Smart Investing & Trading Score: 60
Day Percent Change: -0.62%    
Day Change: -0.17
Week Change: 9.78%    
Year-to-date Change: 16.1%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANL Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 25.32    
Smart Investing & Trading Score: 38
Day Percent Change: -0.62%    
Day Change: -0.16
Week Change: 0.98%    
Year-to-date Change: 5.2%
HBANL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANL to Watchlist:       View:      Get Complete HBANL Trend Analysis ➞

Stock Chart of U.S. BancorpUSB U.S. Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 56757.8 Millions
Recent Price: 48.52    
Smart Investing & Trading Score: 70
Day Percent Change: -0.63%    
Day Change: -0.31
Week Change: -0.63%    
Year-to-date Change: 3.9%
USB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USB to Watchlist:       View:      Get Complete USB Trend Analysis ➞

Stock Chart of Bank of America CorporationBAC Bank of America Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189690 Millions
Recent Price: 50.42    
Smart Investing & Trading Score: 80
Day Percent Change: -0.63%    
Day Change: -0.32
Week Change: -0.63%    
Year-to-date Change: 10.2%
BAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAC to Watchlist:       View:      Get Complete BAC Trend Analysis ➞

Stock Chart of UBS Group AGUBS UBS Group AG
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 36840.4 Millions
Recent Price: 40.52    
Smart Investing & Trading Score: 40
Day Percent Change: -0.63%    
Day Change: -0.25
Week Change: -0.93%    
Year-to-date Change: 36.6%
UBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBS to Watchlist:       View:      Get Complete UBS Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Fund, Inc.MHD BlackRock MuniHoldings Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 190.907 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 60
Day Percent Change: -0.63%    
Day Change: -0.07
Week Change: -2.31%    
Year-to-date Change: -2.2%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

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