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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 15, 2025 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 80 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and an improvement of trend continues.

 Year To Date Performance: 9.94 %
 Weekly Performance: 1.56 %
 Daily Performance: 26.65 %
12Stocks.com
Financial Sector Trend
80 / 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%
IVRInvesco Mortgage Mortgage7.7070-24.24%4.89%
ADXAdams Diversified Closed-End Fund - Equity21.971000.62%16.75%
MACMacerich  REIT - Retail17.87704.05%-8.49%
MACMacerich  REIT - Retail17.39704.05%-8.49%
FBRTFranklin BSP REIT - Mortgage11.00902.83%-5.46%
BBNBlackRock Taxable Closed-End Fund - Debt16.2450-0.40%5.62%
IBOC Bancshares Regional - Southwest Banks70.86703.94%13.41%
IBOC Bancshares Regional - Southwest Banks70.29703.94%13.41%
AMSFAmerisafe  Insurance46.1060-8.83%-9.08%
AMSFAmerisafe  Insurance45.7360-8.83%-9.08%
HFHFF  Property Mgmt20.79800.00%NA
VCTRVictory Capital Asset Mgmt71.195067.15%11.18%
SAFTSafety Insurance Insurance73.85702.01%-8.30%
SAFTSafety Insurance Insurance74.39702.01%-8.30%
TMPTompkins  Regional Banks67.52907.01%2.45%
TMPTompkins  Regional Banks66.76907.01%2.45%
STBAS&T Bancorp Regional Banks38.448037.18%2.35%
STBAS&T Bancorp Regional Banks38.058037.18%2.35%
PDIPIMCO Dynamic Closed-End Fund - Debt19.15800.32%14.41%
UHTUniversal Health REIT39.5110-6.92%10.09%
UHTUniversal Health REIT38.4010-6.92%10.09%
UEUrban Edge REIT - 19.63202.15%-6.80%
UEUrban Edge REIT - 19.38202.15%-6.80%
MBINNMerchants Bancorp Banks - Regional20.28902.44%5.50%
MBINMMerchants Bancorp Banks - Regional25.3736-0.14%2.82%
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 9.94% and is currently underperforming the overall market by -0.39% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 80
YTD Performance: 9.94%
**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%]
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
AdvisorShares Pure[57.9%]
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
PHH [-90%] PHH [-90%] SunTrust Banks[-90%]
SunTrust Banks[-90%] CIM Commercial[-87%] CIM Commercial[-87%]
Fangdd Network[-82%] Office Properties[-75%] Signature Bank[-64%]
Signature Bank[-64%] eHealth [-62%] eHealth [-62%]
.
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
LendingTree [100] LendingTree [100] Newmark [100]
Jefferies [100] Axos [100] Nomura [100]
Nomura [100] Stewart Information[100] Stewart Information[100]
Lloyds Banking[100] Lloyds Banking[100] Investors Title[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  52.768026.651.569.94%
XLFFinancial  53.018026.651.569.94%
IAIBroker-Dealers & Secs 175.936031.391.4222.78%
IAIBroker-Dealers & Secs 176.406031.391.4222.78%
IYFFinancials  123.52801.361.712.44%
IYFFinancials  123.96801.361.712.44%
IYGFinancial Services  87.47801.271.6613.03%
IYGFinancial Services  88.01801.271.6613.03%
KRERegional Banking  62.649019.255.515.21%
KRERegional Banking  62.609019.255.515.21%
IXGGlobal Financials  114.711001.392.120.28%
VFHFinancials  129.18801.291.8710.29%
VFHFinancials  129.73801.291.8710.29%
KBEBank  58.869028.035.097.6%
KBEBank  58.859028.035.097.6%
FASFinancial Bull 3X 169.37803.144.4512.86%
FASFinancial Bull 3X 171.85803.144.4512.86%
FAZFinancial Bear 3X 4.3430-2.91-4.19-30.05%
FAZFinancial Bear 3X 4.2630-2.91-4.19-30.05%
UYGFinancials  95.80801.93.0112.59%
UYGFinancials  96.75801.93.0112.59%
IATRegional Banks  51.44803.214.33.58%
IATRegional Banks  51.65803.214.33.58%
KIEInsurance  58.76701.072.84.78%
KIEInsurance  58.50701.072.84.78%
PSCFSmallCap Financials  56.7510017.964.694.65%
EUFNEurope Financials  34.2210023.343.750.74%
EUFNEurope Financials  34.4510023.343.750.74%
PGFFinancial Preferred  14.481000.360.913.17%
PGFFinancial Preferred  14.411000.360.913.17%
 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 Mortgage Capital Inc.IVR Invesco Mortgage Capital Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1182.19 Millions
Recent Price: 7.70    
Smart Investing & Trading Score: 70
Day Percent Change: -24.24%    
Day Change: -2.78
Week Change: 1.98%    
Year-to-date Change: 4.9%
IVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVR to Watchlist:       View:      Get Complete IVR Trend Analysis ➞

Stock Chart of Adams Diversified Equity Fund, Inc.ADX Adams Diversified Equity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1172.77 Millions
Recent Price: 21.97    
Smart Investing & Trading Score: 100
Day Percent Change: 0.62%    
Day Change: 0.13
Week Change: 2.75%    
Year-to-date Change: 16.8%
ADX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ADX to Watchlist:       View:      Get Complete ADX Trend Analysis ➞

Stock Chart of The Macerich CompanyMAC The Macerich Company
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1172.54 Millions
Recent Price: 17.87    
Smart Investing & Trading Score: 70
Day Percent Change: 4.05%    
Day Change: 0.61
Week Change: 5.06%    
Year-to-date Change: -8.5%
MAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAC to Watchlist:       View:      Get Complete MAC Trend Analysis ➞

Stock Chart of The Macerich CompanyMAC The Macerich Company
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1172.54 Millions
Recent Price: 17.39    
Smart Investing & Trading Score: 70
Day Percent Change: 4.05%    
Day Change: 0.61
Week Change: 5.06%    
Year-to-date Change: -8.5%
MAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAC to Watchlist:       View:      Get Complete MAC Trend Analysis ➞

Stock Chart of Franklin BSP Realty Trust, Inc.FBRT Franklin BSP Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1170 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 90
Day Percent Change: 2.83%    
Day Change: 0.37
Week Change: 3.14%    
Year-to-date Change: -5.5%
FBRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBRT to Watchlist:       View:      Get Complete FBRT Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1169.87 Millions
Recent Price: 16.24    
Smart Investing & Trading Score: 50
Day Percent Change: -0.4%    
Day Change: -0.07
Week Change: -0.79%    
Year-to-date Change: 5.6%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 70.86    
Smart Investing & Trading Score: 70
Day Percent Change: 3.94%    
Day Change: 2.37
Week Change: 2.16%    
Year-to-date Change: 13.4%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 70.29    
Smart Investing & Trading Score: 70
Day Percent Change: 3.94%    
Day Change: 2.37
Week Change: 2.16%    
Year-to-date Change: 13.4%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of Amerisafe, Inc.AMSF Amerisafe, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1159.32 Millions
Recent Price: 46.10    
Smart Investing & Trading Score: 60
Day Percent Change: -8.83%    
Day Change: -4.78
Week Change: 2.63%    
Year-to-date Change: -9.1%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of Amerisafe, Inc.AMSF Amerisafe, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1159.32 Millions
Recent Price: 45.73    
Smart Investing & Trading Score: 60
Day Percent Change: -8.83%    
Day Change: -4.78
Week Change: 2.63%    
Year-to-date Change: -9.1%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of HFF, Inc.HF HFF, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1151 Millions
Recent Price: 20.79    
Smart Investing & Trading Score: 80
Day Percent Change: 0%    
Day Change: 0
Week Change: 48176.4%    
Year-to-date Change: 48,962.8%
HF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HF to Watchlist:       View:      Get Complete HF 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: 71.19    
Smart Investing & Trading Score: 50
Day Percent Change: 67.15%    
Day Change: 21.97
Week Change: 3.67%    
Year-to-date Change: 11.2%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 73.85    
Smart Investing & Trading Score: 70
Day Percent Change: 2.01%    
Day Change: 1.69
Week Change: 4.87%    
Year-to-date Change: -8.3%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 74.39    
Smart Investing & Trading Score: 70
Day Percent Change: 2.01%    
Day Change: 1.69
Week Change: 4.87%    
Year-to-date Change: -8.3%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of Tompkins Financial CorporationTMP Tompkins Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1144.79 Millions
Recent Price: 67.52    
Smart Investing & Trading Score: 90
Day Percent Change: 7.01%    
Day Change: 4.05
Week Change: 8.49%    
Year-to-date Change: 2.5%
TMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TMP to Watchlist:       View:      Get Complete TMP Trend Analysis ➞

Stock Chart of Tompkins Financial CorporationTMP Tompkins Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1144.79 Millions
Recent Price: 66.76    
Smart Investing & Trading Score: 90
Day Percent Change: 7.01%    
Day Change: 4.05
Week Change: 8.49%    
Year-to-date Change: 2.5%
TMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TMP to Watchlist:       View:      Get Complete TMP Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 38.44    
Smart Investing & Trading Score: 80
Day Percent Change: 37.18%    
Day Change: 11.74
Week Change: 5.92%    
Year-to-date Change: 2.4%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 38.05    
Smart Investing & Trading Score: 80
Day Percent Change: 37.18%    
Day Change: 11.74
Week Change: 5.92%    
Year-to-date Change: 2.4%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income FundPDI PIMCO Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1135.47 Millions
Recent Price: 19.15    
Smart Investing & Trading Score: 80
Day Percent Change: 0.32%    
Day Change: 0.06
Week Change: 0.06%    
Year-to-date Change: 14.4%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 39.51    
Smart Investing & Trading Score: 10
Day Percent Change: -6.92%    
Day Change: -3.29
Week Change: 3.95%    
Year-to-date Change: 10.1%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 38.40    
Smart Investing & Trading Score: 10
Day Percent Change: -6.92%    
Day Change: -3.29
Week Change: 3.95%    
Year-to-date Change: 10.1%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 19.63    
Smart Investing & Trading Score: 20
Day Percent Change: 2.15%    
Day Change: 0.43
Week Change: -1.11%    
Year-to-date Change: -6.8%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 19.38    
Smart Investing & Trading Score: 20
Day Percent Change: 2.15%    
Day Change: 0.43
Week Change: -1.11%    
Year-to-date Change: -6.8%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 20.28    
Smart Investing & Trading Score: 90
Day Percent Change: 2.44%    
Day Change: 0.52
Week Change: 1.59%    
Year-to-date Change: 5.5%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.37    
Smart Investing & Trading Score: 36
Day Percent Change: -0.14%    
Day Change: -0.03
Week Change: 0.36%    
Year-to-date Change: 2.8%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

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