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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%
GLGlobe Life Life Insurance138.8870-0.7614.24%
HIGHartford  Insurance131.2950-0.7718.69%
NSANational Storage REIT - Industrial32.2340-0.77-15.32%
AFGAmerican  Insurance135.86100-0.780.58%
CASHMeta  S&L79.4740-0.782.29%
DEIDouglas Emmett REIT - 16.2190-0.80-18.34%
STWDStarwood Property Mortgage20.2760-0.8010.15%
LCGSterling Capital Exchange Traded Fund32.5320-0.806.57%
AOMRAngel Oak REIT - Mortgage9.8430-0.8014.15%
TBLDThornburg ome Closed-End Fund - Equity20.0220-0.8027.10%
PGCPeapack-Gladstone  Regional Banks29.0190-0.81-15.15%
NFBKNorthfield Bancorp Regional Banks11.8580-0.81-1.19%
AMPAmeriprise  Asset Mgmt510.6120-0.82-5.15%
PJTPJT Partners Asset Mgmt179.0030-0.8211.45%
BCATBlackRock Capital Closed-End Fund - Equity15.0360-0.829.66%
ABCBAmeris Bancorp Regional Banks73.2860-0.8311.15%
BFKBlackRock Municipal Closed-End Fund - Debt9.6860-0.830.40%
GABGabelli Equity Closed-End Fund - Equity6.11100-0.8310.41%
FTHMFathom  Real Estate Services1.99100-0.83-21.57%
OZKAPBank OZK Banks - Regional17.0638-0.8314.29%
DCOMDime Community S&L30.7670-0.84-5.22%
AMTBAmerant Bancorp Regional Banks21.5060-0.84-10.15%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt15.6148-0.849.47%
CIFRCipher Mining Capital Markets7.64100-0.8427.16%
WASHWashington Trust Regional Banks30.3390-0.85-5.27%
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 Globe Life Inc.GL Globe Life Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 7596.46 Millions
Recent Price: 138.88    
Smart Investing & Trading Score: 70
Day Percent Change: -0.76%    
Day Change: -1.07
Week Change: -0.76%    
Year-to-date Change: 14.2%
GL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GL to Watchlist:       View:      Get Complete GL Trend Analysis ➞

Stock Chart of The Hartford Financial Services Group, Inc.HIG The Hartford Financial Services Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12582.8 Millions
Recent Price: 131.29    
Smart Investing & Trading Score: 50
Day Percent Change: -0.77%    
Day Change: -1.02
Week Change: -0.77%    
Year-to-date Change: 18.7%
HIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIG to Watchlist:       View:      Get Complete HIG Trend Analysis ➞

Stock Chart of National Storage Affiliates TrustNSA National Storage Affiliates Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1623.99 Millions
Recent Price: 32.23    
Smart Investing & Trading Score: 40
Day Percent Change: -0.77%    
Day Change: -0.24
Week Change: 3.22%    
Year-to-date Change: -15.3%
NSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NSA to Watchlist:       View:      Get Complete NSA Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFG American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 5353.82 Millions
Recent Price: 135.86    
Smart Investing & Trading Score: 100
Day Percent Change: -0.78%    
Day Change: -1.05
Week Change: -0.22%    
Year-to-date Change: 0.6%
AFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFG to Watchlist:       View:      Get Complete AFG Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 79.47    
Smart Investing & Trading Score: 40
Day Percent Change: -0.78%    
Day Change: -0.59
Week Change: -1.93%    
Year-to-date Change: 2.3%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Douglas Emmett, Inc.DEI Douglas Emmett, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4917.83 Millions
Recent Price: 16.21    
Smart Investing & Trading Score: 90
Day Percent Change: -0.8%    
Day Change: -0.12
Week Change: 0.48%    
Year-to-date Change: -18.3%
DEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEI to Watchlist:       View:      Get Complete DEI Trend Analysis ➞

Stock Chart of Starwood Property Trust, Inc.STWD Starwood Property Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 3447.09 Millions
Recent Price: 20.27    
Smart Investing & Trading Score: 60
Day Percent Change: -0.8%    
Day Change: -0.16
Week Change: -0.2%    
Year-to-date Change: 10.2%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.53    
Smart Investing & Trading Score: 20
Day Percent Change: -0.8%    
Day Change: -0.26
Week Change: -0.78%    
Year-to-date Change: 6.6%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 30
Day Percent Change: -0.8%    
Day Change: -0.08
Week Change: 2.8%    
Year-to-date Change: 14.2%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 489 Millions
Recent Price: 20.02    
Smart Investing & Trading Score: 20
Day Percent Change: -0.8%    
Day Change: -0.16
Week Change: -0.55%    
Year-to-date Change: 27.1%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 29.01    
Smart Investing & Trading Score: 90
Day Percent Change: -0.81%    
Day Change: -0.22
Week Change: 0.97%    
Year-to-date Change: -15.2%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of Northfield Bancorp, Inc. (Staten Island, NY)NFBK Northfield Bancorp, Inc. (Staten Island, NY)
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 540.699 Millions
Recent Price: 11.85    
Smart Investing & Trading Score: 80
Day Percent Change: -0.81%    
Day Change: -0.09
Week Change: -2.55%    
Year-to-date Change: -1.2%
NFBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFBK to Watchlist:       View:      Get Complete NFBK Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 510.61    
Smart Investing & Trading Score: 20
Day Percent Change: -0.82%    
Day Change: -4.2
Week Change: -0.82%    
Year-to-date Change: -5.2%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 179.00    
Smart Investing & Trading Score: 30
Day Percent Change: -0.82%    
Day Change: -1.45
Week Change: -4.52%    
Year-to-date Change: 11.5%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 60
Day Percent Change: -0.82%    
Day Change: -0.12
Week Change: -3.96%    
Year-to-date Change: 9.7%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Ameris BancorpABCB Ameris Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1537.79 Millions
Recent Price: 73.28    
Smart Investing & Trading Score: 60
Day Percent Change: -0.83%    
Day Change: -0.58
Week Change: -3.07%    
Year-to-date Change: 11.2%
ABCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABCB to Watchlist:       View:      Get Complete ABCB Trend Analysis ➞

Stock Chart of BlackRock Municipal Income TrustBFK BlackRock Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 500.707 Millions
Recent Price: 9.68    
Smart Investing & Trading Score: 60
Day Percent Change: -0.83%    
Day Change: -0.08
Week Change: -3.34%    
Year-to-date Change: 0.4%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of The Gabelli Equity Trust Inc.GAB The Gabelli Equity Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 969.147 Millions
Recent Price: 6.11    
Smart Investing & Trading Score: 100
Day Percent Change: -0.83%    
Day Change: -0.05
Week Change: -0.83%    
Year-to-date Change: 10.4%
GAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAB to Watchlist:       View:      Get Complete GAB Trend Analysis ➞

Stock Chart of Fathom Holdings Inc.FTHM Fathom Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 37267 Millions
Recent Price: 1.99    
Smart Investing & Trading Score: 100
Day Percent Change: -0.83%    
Day Change: -0.01
Week Change: 2.56%    
Year-to-date Change: -21.6%
FTHM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTHM to Watchlist:       View:      Get Complete FTHM Trend Analysis ➞

Stock Chart of Bank OZKOZKAP Bank OZK
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5170 Millions
Recent Price: 17.06    
Smart Investing & Trading Score: 38
Day Percent Change: -0.83%    
Day Change: -0.14
Week Change: -0.57%    
Year-to-date Change: 14.3%
OZKAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZKAP to Watchlist:       View:      Get Complete OZKAP Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 30.76    
Smart Investing & Trading Score: 70
Day Percent Change: -0.84%    
Day Change: -0.24
Week Change: -3.73%    
Year-to-date Change: -5.2%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of Amerant Bancorp Inc.AMTB Amerant Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 653.87 Millions
Recent Price: 21.50    
Smart Investing & Trading Score: 60
Day Percent Change: -0.84%    
Day Change: -0.17
Week Change: -2.59%    
Year-to-date Change: -10.2%
AMTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTB to Watchlist:       View:      Get Complete AMTB Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 15.61    
Smart Investing & Trading Score: 48
Day Percent Change: -0.84%    
Day Change: -0.13
Week Change: 0.07%    
Year-to-date Change: 9.5%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of Cipher Mining Inc.CIFR Cipher Mining Inc.
Sector: Financials
SubSector: Capital Markets
MarketCap: 712 Millions
Recent Price: 7.64    
Smart Investing & Trading Score: 100
Day Percent Change: -0.84%    
Day Change: -0.05
Week Change: 10.9%    
Year-to-date Change: 27.2%
CIFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIFR to Watchlist:       View:      Get Complete CIFR Trend Analysis ➞

Stock Chart of Washington Trust Bancorp, Inc.WASH Washington Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 590.099 Millions
Recent Price: 30.33    
Smart Investing & Trading Score: 90
Day Percent Change: -0.85%    
Day Change: -0.24
Week Change: -3.21%    
Year-to-date Change: -5.3%
WASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WASH to Watchlist:       View:      Get Complete WASH Trend Analysis ➞

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