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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%
FIBKFirst Interstate Regional Banks32.72100-0.63-2.95%
BLWBlackRock  Closed-End Fund - Debt14.1770-0.645.16%
ACAssociated Capital Asset Mgmt33.1320-0.640.29%
NODKNI  Insurance13.3950-0.64-20.83%
PIPRPiper Sandler Asset Mgmt333.7950-0.648.35%
HTDJohn Hancock Closed-End Fund - Debt24.5890-0.6516.32%
FSBCFive Star Banks - Regional32.7780-0.655.89%
WELLWelltower  REIT167.1880-0.6524.16%
VTRVentas  REIT67.6360-0.6613.59%
KRNYKearny  S&L6.7590-0.66-10.10%
PFISPeoples  Regional Banks52.4160-0.660.11%
KMPRKemper  Insurance53.6560-0.67-18.84%
MBINMMerchants Bancorp Banks - Regional25.2636-0.671.93%
ECATBlackRock ESG Closed-End Fund - Equity16.4948-0.6713.30%
EGPEast Properties REIT - Industrial169.5610-0.683.73%
EDFStone Harbor Asset Mgmt5.1880-0.6818.97%
ETGEaton Vance Closed-End Fund - Equity20.8720-0.6817.67%
GBDCGolub Capital Asset Mgmt14.9250-0.681.50%
NMRNomura  Brokerage7.1940-0.6929.33%
IRTIndependence Realty REIT18.1140-0.69-12.01%
MACMacerich  REIT - Retail18.4060-0.70-12.54%
EWBCEast West Foreign Banks105.1460-0.707.17%
SIEBSiebert  Brokerage2.730-0.70-10.13%
PEBPebblebrook Hotel REIT11.1460-0.70-26.05%
ORCOrchid Island Mortgage7.0620-0.701.41%
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 First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 32.72    
Smart Investing & Trading Score: 100
Day Percent Change: -0.63%    
Day Change: -0.19
Week Change: -1.89%    
Year-to-date Change: -3.0%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 14.17    
Smart Investing & Trading Score: 70
Day Percent Change: -0.64%    
Day Change: -0.09
Week Change: -0.99%    
Year-to-date Change: 5.2%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of Associated Capital Group, Inc.AC Associated Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 657.503 Millions
Recent Price: 33.13    
Smart Investing & Trading Score: 20
Day Percent Change: -0.64%    
Day Change: -0.22
Week Change: -6.88%    
Year-to-date Change: 0.3%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC Trend Analysis ➞

Stock Chart of NI Holdings, Inc.NODK NI Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 238.112 Millions
Recent Price: 13.39    
Smart Investing & Trading Score: 50
Day Percent Change: -0.64%    
Day Change: -0.08
Week Change: -0.96%    
Year-to-date Change: -20.8%
NODK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NODK to Watchlist:       View:      Get Complete NODK Trend Analysis ➞

Stock Chart of Piper Sandler CompaniesPIPR Piper Sandler Companies
Sector: Financials
SubSector: Asset Management
MarketCap: 759.603 Millions
Recent Price: 333.79    
Smart Investing & Trading Score: 50
Day Percent Change: -0.64%    
Day Change: -2.07
Week Change: -3.5%    
Year-to-date Change: 8.4%
PIPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIPR to Watchlist:       View:      Get Complete PIPR Trend Analysis ➞

Stock Chart of John Hancock Tax-Advantaged Dividend Income FundHTD John Hancock Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 467.107 Millions
Recent Price: 24.58    
Smart Investing & Trading Score: 90
Day Percent Change: -0.65%    
Day Change: -0.16
Week Change: -0.37%    
Year-to-date Change: 16.3%
HTD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTD to Watchlist:       View:      Get Complete HTD Trend Analysis ➞

Stock Chart of Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 32.77    
Smart Investing & Trading Score: 80
Day Percent Change: -0.65%    
Day Change: -0.2
Week Change: -0.53%    
Year-to-date Change: 5.9%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

Stock Chart of Welltower Inc.WELL Welltower Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 21398.8 Millions
Recent Price: 167.18    
Smart Investing & Trading Score: 80
Day Percent Change: -0.65%    
Day Change: -1.1
Week Change: -0.65%    
Year-to-date Change: 24.2%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of Ventas, Inc.VTR Ventas, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 11180.4 Millions
Recent Price: 67.63    
Smart Investing & Trading Score: 60
Day Percent Change: -0.66%    
Day Change: -0.45
Week Change: -0.66%    
Year-to-date Change: 13.6%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 6.75    
Smart Investing & Trading Score: 90
Day Percent Change: -0.66%    
Day Change: -0.04
Week Change: -2.42%    
Year-to-date Change: -10.1%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 52.41    
Smart Investing & Trading Score: 60
Day Percent Change: -0.66%    
Day Change: -0.33
Week Change: -1.25%    
Year-to-date Change: 0.1%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 53.65    
Smart Investing & Trading Score: 60
Day Percent Change: -0.67%    
Day Change: -0.36
Week Change: -1.31%    
Year-to-date Change: -18.8%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.26    
Smart Investing & Trading Score: 36
Day Percent Change: -0.67%    
Day Change: -0.17
Week Change: -0.96%    
Year-to-date Change: 1.9%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.49    
Smart Investing & Trading Score: 48
Day Percent Change: -0.67%    
Day Change: -0.11
Week Change: -4%    
Year-to-date Change: 13.3%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of EastGroup Properties, Inc.EGP EastGroup Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4034.29 Millions
Recent Price: 169.56    
Smart Investing & Trading Score: 10
Day Percent Change: -0.68%    
Day Change: -1.12
Week Change: 1.16%    
Year-to-date Change: 3.7%
EGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EGP to Watchlist:       View:      Get Complete EGP Trend Analysis ➞

Stock Chart of Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.18    
Smart Investing & Trading Score: 80
Day Percent Change: -0.68%    
Day Change: -0.04
Week Change: -0.68%    
Year-to-date Change: 19.0%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 759.147 Millions
Recent Price: 20.87    
Smart Investing & Trading Score: 20
Day Percent Change: -0.68%    
Day Change: -0.14
Week Change: -1.3%    
Year-to-date Change: 17.7%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of Golub Capital BDC, Inc.GBDC Golub Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1493.23 Millions
Recent Price: 14.92    
Smart Investing & Trading Score: 50
Day Percent Change: -0.68%    
Day Change: -0.1
Week Change: -1.22%    
Year-to-date Change: 1.5%
GBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBDC to Watchlist:       View:      Get Complete GBDC Trend Analysis ➞

Stock Chart of Nomura Holdings, Inc.NMR Nomura Holdings, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 15277 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 40
Day Percent Change: -0.69%    
Day Change: -0.05
Week Change: -0.69%    
Year-to-date Change: 29.3%
NMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMR to Watchlist:       View:      Get Complete NMR Trend Analysis ➞

Stock Chart of Independence Realty Trust, Inc.IRT Independence Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 980.161 Millions
Recent Price: 18.11    
Smart Investing & Trading Score: 40
Day Percent Change: -0.69%    
Day Change: -0.12
Week Change: -0.92%    
Year-to-date Change: -12.0%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of The Macerich CompanyMAC The Macerich Company
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1172.54 Millions
Recent Price: 18.40    
Smart Investing & Trading Score: 60
Day Percent Change: -0.7%    
Day Change: -0.12
Week Change: -1.78%    
Year-to-date Change: -12.5%
MAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAC to Watchlist:       View:      Get Complete MAC Trend Analysis ➞

Stock Chart of East West Bancorp, Inc.EWBC East West Bancorp, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 4618.31 Millions
Recent Price: 105.14    
Smart Investing & Trading Score: 60
Day Percent Change: -0.7%    
Day Change: -0.71
Week Change: -2.46%    
Year-to-date Change: 7.2%
EWBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EWBC to Watchlist:       View:      Get Complete EWBC Trend Analysis ➞

Stock Chart of Siebert Financial Corp.SIEB Siebert Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 272.365 Millions
Recent Price: 2.73    
Smart Investing & Trading Score: 0
Day Percent Change: -0.7%    
Day Change: -0.02
Week Change: -27.18%    
Year-to-date Change: -10.1%
SIEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIEB to Watchlist:       View:      Get Complete SIEB Trend Analysis ➞

Stock Chart of Pebblebrook Hotel TrustPEB Pebblebrook Hotel Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1472.84 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 60
Day Percent Change: -0.7%    
Day Change: -0.07
Week Change: -1.38%    
Year-to-date Change: -26.1%
PEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEB to Watchlist:       View:      Get Complete PEB 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: 7.06    
Smart Investing & Trading Score: 20
Day Percent Change: -0.7%    
Day Change: -0.05
Week Change: -1.4%    
Year-to-date Change: 1.4%
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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