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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 29, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

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

The Smart Investing & Trading Score from previous trading session is 100 and an improvement of trend continues.

 Year To Date Performance: 5.87 %
 Weekly Performance: 1.01 %
 Daily Performance: 0.48 %
12Stocks.com
Financial Sector Trend
100 / 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%
BFZBlackRock California Closed-End Fund - Debt10.3810-0.39%-4.76%
DGICADonegal  Insurance17.5650-0.17%16.92%
HPSJohn Hancock Closed-End Fund - Debt14.76600.00%4.11%
DSUBlackRock Debt Closed-End Fund - Debt10.61800.00%4.22%
JPINuveen Preferred Closed-End Fund - Debt20.2120-0.39%9.14%
HPIJohn Hancock Closed-End Fund - Debt16.10800.25%1.52%
TRCTejon Ranch Property Mgmt17.38701.52%8.87%
ENVAEnova  Credit Services119.781000.05%12.39%
MOFGMidWestOne  Regional - Southwest Banks30.2390-0.14%-0.40%
JFRNuveen Floating Closed-End Fund - Debt8.4430-0.48%0.61%
OPADOfferpad  Financials Services3.361002.29%-52.98%
GBABGuggenheim Taxable Closed-End Fund - Debt15.481000.59%6.49%
IFNIndia Fund Asset Mgmt15.130-3.14%1.61%
AFBAllianceBernstein National Closed-End Fund - Debt10.4290-0.20%-3.71%
CIACitizens  Life Insurance5.4590-0.20%25.19%
HIFSHingham Institution S&L294.04100-0.19%4.66%
GRBKGreen Brick Real Estatet69.6550-0.45%18.69%
ISDPGIM High Closed-End Fund - Debt14.5580-0.28%10.09%
FPHFive Point REIT - 5.62900.36%45.50%
TEITempleton Emerging Closed-End Fund - Debt6.14900.00%23.84%
FFICFlushing  S&L13.69100-1.25%-8.03%
RMAXRE/MAX  Property Mgmt9.3790-1.99%-21.37%
EADWells Fargo Asset Mgmt7.1190-0.14%8.63%
BBDCBarings BDC Credit Services9.831000.00%7.59%
YRDYiren Digital Credit Services5.89203.60%25.83%
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 5.87% and is currently underperforming the overall market by -1.36% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 100
YTD Performance: 5.87%
**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[85%] 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%]
Cipher Mining[10.9%] Brookfield Business[10.2%] Brookfield Business[9.8%]
Stratus Properties[8.9%] MicroSectors Gold[7.2%] Aegon N.V[6.9%]
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
HFF [-100%] Israel Acquisitions[-100%] Guggenheim Credit[-100%]
Goldman Sachs[-100%] PHH [-92%] SunTrust Banks[-91%]
CIM Commercial[-88%] Fangdd Network[-86%] Office Properties[-77%]
eHealth [-62%] GoHealth [-60%] iShares iBonds[-58%]
.
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
AdvisorShares Pure[100] MicroSectors Gold[100] MBIA [100]
Central Pacific[100] Broadstone Net[100] Offerpad [100]
ASA Gold[100] Healthcare Realty[100] Bancorp [100]
EZCORP [100] John Hancock[100] LendingClub [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  54.111000.481.015.87%
IAIBroker-Dealers & Secs 174.57601.920.612.72%
IYFFinancials  125.44100-0.32-0.8711.86%
IYGFinancial Services  89.34100-0.27-1.0812.5%
KRERegional Banking  65.75100-0.4-1.293.78%
IXGGlobal Financials  115.08100-0.21-0.3720.55%
VFHFinancials  131.57100-0.32-0.859.82%
KBEBank  61.281004.835.084.7%
FASFinancial Bull 3X 178.121004.685.86-1.42%
FAZFinancial Bear 3X 4.1010-4.81-5.67-19.26%
UYGFinancials  99.491003.14.072.59%
IATRegional Banks  54.13100-0.53-1.122.84%
KIEInsurance  59.06501.223.093.97%
PSCFSmallCap Financials  59.0180-0.44-0.752.76%
EUFNEurope Financials  33.5150-0.35-0.3251.27%
PGFFinancial Preferred  14.4960-0.140.353.03%
 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 BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 10.38    
Smart Investing & Trading Score: 10
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -2.65%    
Year-to-date Change: -4.8%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

Stock Chart of Donegal Group Inc.DGICA Donegal Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 350.512 Millions
Recent Price: 17.56    
Smart Investing & Trading Score: 50
Day Percent Change: -0.17%    
Day Change: -0.03
Week Change: 0.06%    
Year-to-date Change: 16.9%
DGICA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DGICA to Watchlist:       View:      Get Complete DGICA Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 14.76    
Smart Investing & Trading Score: 60
Day Percent Change: 0%    
Day Change: 0
Week Change: 0.82%    
Year-to-date Change: 4.1%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of BlackRock Debt Strategies Fund, Inc.DSU BlackRock Debt Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.307 Millions
Recent Price: 10.61    
Smart Investing & Trading Score: 80
Day Percent Change: 0%    
Day Change: 0
Week Change: -0.76%    
Year-to-date Change: 4.2%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 20.21    
Smart Investing & Trading Score: 20
Day Percent Change: -0.39%    
Day Change: -0.08
Week Change: -1.42%    
Year-to-date Change: 9.1%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.10    
Smart Investing & Trading Score: 80
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: 1.5%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of Tejon Ranch Co.TRC Tejon Ranch Co.
Sector: Financials
SubSector: Property Management
MarketCap: 346.442 Millions
Recent Price: 17.38    
Smart Investing & Trading Score: 70
Day Percent Change: 1.52%    
Day Change: 0.26
Week Change: -0.86%    
Year-to-date Change: 8.9%
TRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRC to Watchlist:       View:      Get Complete TRC Trend Analysis ➞

Stock Chart of Enova International, Inc.ENVA Enova International, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 345.508 Millions
Recent Price: 119.78    
Smart Investing & Trading Score: 100
Day Percent Change: 0.05%    
Day Change: 0.05
Week Change: -2.12%    
Year-to-date Change: 12.4%
ENVA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENVA to Watchlist:       View:      Get Complete ENVA Trend Analysis ➞

Stock Chart of MidWestOne Financial Group, Inc.MOFG MidWestOne Financial Group, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 345.265 Millions
Recent Price: 30.23    
Smart Investing & Trading Score: 90
Day Percent Change: -0.14%    
Day Change: -0.04
Week Change: -2.66%    
Year-to-date Change: -0.4%
MOFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOFG to Watchlist:       View:      Get Complete MOFG 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: 8.44    
Smart Investing & Trading Score: 30
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 Offerpad Solutions Inc.OPAD Offerpad Solutions Inc.
Sector: Financials
SubSector: Financials Services
MarketCap: 345 Millions
Recent Price: 3.36    
Smart Investing & Trading Score: 100
Day Percent Change: 2.29%    
Day Change: 0.03
Week Change: -11.26%    
Year-to-date Change: -53.0%
OPAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPAD to Watchlist:       View:      Get Complete OPAD Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.48    
Smart Investing & Trading Score: 100
Day Percent Change: 0.59%    
Day Change: 0.09
Week Change: -0.13%    
Year-to-date Change: 6.5%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of The India Fund, Inc.IFN The India Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 344.303 Millions
Recent Price: 15.13    
Smart Investing & Trading Score: 0
Day Percent Change: -3.14%    
Day Change: -0.5
Week Change: -0.58%    
Year-to-date Change: 1.6%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 90
Day Percent Change: -0.2%    
Day Change: -0.02
Week Change: -0.59%    
Year-to-date Change: -3.7%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Citizens, Inc.CIA Citizens, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 341.986 Millions
Recent Price: 5.45    
Smart Investing & Trading Score: 90
Day Percent Change: -0.2%    
Day Change: -0.01
Week Change: -1.18%    
Year-to-date Change: 25.2%
CIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIA to Watchlist:       View:      Get Complete CIA Trend Analysis ➞

Stock Chart of Hingham Institution for SavingsHIFS Hingham Institution for Savings
Sector: Financials
SubSector: Savings & Loans
MarketCap: 341.93 Millions
Recent Price: 294.04    
Smart Investing & Trading Score: 100
Day Percent Change: -0.19%    
Day Change: -0.51
Week Change: 1.91%    
Year-to-date Change: 4.7%
HIFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIFS to Watchlist:       View:      Get Complete HIFS Trend Analysis ➞

Stock Chart of Green Brick Partners, Inc.GRBK Green Brick Partners, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 341.819 Millions
Recent Price: 69.65    
Smart Investing & Trading Score: 50
Day Percent Change: -0.45%    
Day Change: -0.3
Week Change: -4.68%    
Year-to-date Change: 18.7%
GRBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRBK to Watchlist:       View:      Get Complete GRBK Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 14.55    
Smart Investing & Trading Score: 80
Day Percent Change: -0.28%    
Day Change: -0.04
Week Change: -0.48%    
Year-to-date Change: 10.1%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Five Point Holdings, LLCFPH Five Point Holdings, LLC
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 339.953 Millions
Recent Price: 5.62    
Smart Investing & Trading Score: 90
Day Percent Change: 0.36%    
Day Change: 0.02
Week Change: -0.9%    
Year-to-date Change: 45.5%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income FundTEI Templeton Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 337.907 Millions
Recent Price: 6.14    
Smart Investing & Trading Score: 90
Day Percent Change: 0%    
Day Change: 0
Week Change: -1.16%    
Year-to-date Change: 23.8%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of Flushing Financial CorporationFFIC Flushing Financial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 336.43 Millions
Recent Price: 13.69    
Smart Investing & Trading Score: 100
Day Percent Change: -1.25%    
Day Change: -0.16
Week Change: -2.08%    
Year-to-date Change: -8.0%
FFIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFIC to Watchlist:       View:      Get Complete FFIC Trend Analysis ➞

Stock Chart of RE/MAX Holdings, Inc.RMAX RE/MAX Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 334.742 Millions
Recent Price: 9.37    
Smart Investing & Trading Score: 90
Day Percent Change: -1.99%    
Day Change: -0.17
Week Change: -4.44%    
Year-to-date Change: -21.4%
RMAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMAX to Watchlist:       View:      Get Complete RMAX Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Income Opportunities FundEAD Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 332.403 Millions
Recent Price: 7.11    
Smart Investing & Trading Score: 90
Day Percent Change: -0.14%    
Day Change: -0.01
Week Change: -0.71%    
Year-to-date Change: 8.6%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD Trend Analysis ➞

Stock Chart of Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 9.83    
Smart Investing & Trading Score: 100
Day Percent Change: 0%    
Day Change: 0
Week Change: -0.1%    
Year-to-date Change: 7.6%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of Yiren Digital Ltd.YRD Yiren Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 330.208 Millions
Recent Price: 5.89    
Smart Investing & Trading Score: 20
Day Percent Change: 3.6%    
Day Change: 0.21
Week Change: 2.37%    
Year-to-date Change: 25.8%
YRD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add YRD to Watchlist:       View:      Get Complete YRD Trend Analysis ➞

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