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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 19, 2025 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 90 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 60 and an improvement of trend continues.

 Year To Date Performance: 13.0735 %
 Weekly Performance: 1.82468 %
 Daily Performance: 0.0924556 %
12Stocks.com
Financial Sector Trend
90 / 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%
PCFHigh ome Closed-End Fund - Debt6.43500.00%5.14%
ARGOArgo  Insurance29.99500.00%0.00%
FDEUFirst Trust Asset Mgmt12.59500.00%0.00%
PUYIPuyi  Asset Mgmt9.00500.00%0.00%
MCRMFS Charter Closed-End Fund - Debt6.4750-0.01%7.28%
INGING Groep Banks - 25.3250-0.08%74.87%
upstUpstart  Credit Services68.0550-0.10%11.92%
MMTMFS Multimarket Closed-End Fund - Debt4.7850-0.10%7.91%
AHLAspen Insurance Insurance - Property & Casualty36.5650-0.11%12.49%
ETWEaton Vance Closed-End Fund - Foreign9.0150-0.11%13.13%
ATLCPAtlanticus  Credit Services23.1250-0.13%5.42%
WAFDPWashington Federal Banks - Regional17.0850-0.18%3.66%
IGAVoya Global Closed-End Fund - Foreign9.9450-0.20%14.84%
MSDMorgan Stanley Closed-End Fund - Debt7.6250-0.26%5.21%
AIFApollo Tactical Asset Mgmt14.8250-0.27%0.00%
SBACSBA  REIT - Specialty198.8250-0.28%0.20%
SUISun Communities REIT128.0050-0.36%9.74%
WFWoori  Banks - Regional56.7850-0.37%92.29%
BROBrown & Brown Insurance91.8750-0.37%-8.37%
NGHCPNational General Insurance40.4950-0.37%0.00%
IXOrix  Financial Conglomerates26.8650-0.37%29.16%
RABrookfield Real Closed-End Fund - Debt13.3850-0.37%7.21%
EDFVirtus Stone Closed-End Fund - Foreign5.0650-0.39%16.39%
BRDGBridge  Asset Mgmt9.6050-0.41%18.63%
BBNBlackRock Taxable Closed-End Fund - Debt16.4650-0.42%6.40%
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 13.0735% and is currently underperforming the overall market by -0.7866% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 90
YTD Performance: 13.0735%
**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
Oxford Lane[292%] Better Home[250%] Metalpha Technology[213%]
Robinhood Markets[207%] Cipher Mining[146%] Mr. Cooper[134%]
Banco Santander[130%] IHS Holding[118%] Deutsche Bank[115%]
LoanDepot [111%] Banco Bilbao[109%]
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
Colony Starwood[15929900%] Blackhawk Network[91300%] Macquarie Global[81662.9%]
Credit Suisse[63241.6%] Pennsylvania Real[23823%] First Republic[22570.9%]
Select ome[14000%] CorEnergy Infrastructure[6797.8%] FedNat Holding[5525%]
BlackRock Municipal[5340%] BlackRock MuniYield[3379%] Waddell & Reed[2757.7%]
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
Spring Valley[-100%] Integrated Rail[-100%] Alchemy s[-100%]
Allied World[-96%] Generation Essentials[-74%] Grupo Supervielle[-69%]
Banco Macro[-63%] BBVA Argentina[-62%] Grupo Financiero[-60%]
Signature Bank[-57%] eHealth [-56%] CPI Card[-50%]
.
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
Better Home[100] AMREP Corp[100] PIMCO California[100]
Torchmark [100] PIMCO California[100] Triumph Bancorp[100]
StepStone [100] Radian [100] National Bank[100]
PIMCO Municipal[100] MARA [100] PIMCO Municipal[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 %
CHIXChina Financials  10.5720000%
 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 High Income Securities FundPCF High Income Securities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 120.16 Millions
Recent Price: 6.43    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -0.01
Week Change: 0.39032%    
Year-to-date Change: 5.1%
PCF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCF to Watchlist:       View:      Get Complete PCF Trend Analysis ➞

Stock Chart of Argo Group International Holdings, Ltd.ARGO Argo Group International Holdings, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1299.72 Millions
Recent Price: 29.99    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.33456%    
Year-to-date Change: 0.0%
ARGO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARGO to Watchlist:       View:      Get Complete ARGO Trend Analysis ➞

Stock Chart of First Trust Dynamic Europe Equity Income FundFDEU First Trust Dynamic Europe Equity Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 139.503 Millions
Recent Price: 12.59    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -9999
Week Change: 2.35772%    
Year-to-date Change: 0.0%
FDEU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDEU to Watchlist:       View:      Get Complete FDEU Trend Analysis ➞

Stock Chart of Puyi Inc.PUYI Puyi Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 320.803 Millions
Recent Price: 9.00    
Smart Investing & Trading Score: 50
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.559783%    
Year-to-date Change: 0.0%
PUYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUYI to Watchlist:       View:      Get Complete PUYI Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 268.47 Millions
Recent Price: 6.47    
Smart Investing & Trading Score: 50
Day Percent Change: -0.00927271%    
Day Change: -0.02
Week Change: -0.154321%    
Year-to-date Change: 7.3%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of ING Groep N.V. ADRING ING Groep N.V. ADR
Sector: Financials
SubSector: Banks - Diversified
MarketCap: 68804.1 Millions
Recent Price: 25.32    
Smart Investing & Trading Score: 50
Day Percent Change: -0.0789266%    
Day Change: 0.04
Week Change: 2.22043%    
Year-to-date Change: 74.9%
ING Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ING to Watchlist:       View:      Get Complete ING Trend Analysis ➞

Stock Chart of Upstart Holdings Incupst Upstart Holdings Inc
Sector: Financials
SubSector: Credit Services
MarketCap: 6436.97 Millions
Recent Price: 68.05    
Smart Investing & Trading Score: 50
Day Percent Change: -0.10276%    
Day Change: -0.36
Week Change: 9.01954%    
Year-to-date Change: 11.9%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.16 Millions
Recent Price: 4.78    
Smart Investing & Trading Score: 50
Day Percent Change: -0.104493%    
Day Change: 0.01
Week Change: -0.623701%    
Year-to-date Change: 7.9%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Aspen Insurance Holdings LtdAHL Aspen Insurance Holdings Ltd
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3362.2 Millions
Recent Price: 36.56    
Smart Investing & Trading Score: 50
Day Percent Change: -0.10929%    
Day Change: 0.05
Week Change: -0.10929%    
Year-to-date Change: 12.5%
AHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHL to Watchlist:       View:      Get Complete AHL Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 974.12 Millions
Recent Price: 9.01    
Smart Investing & Trading Score: 50
Day Percent Change: -0.110865%    
Day Change: 0.04
Week Change: -0.661521%    
Year-to-date Change: 13.1%
ETW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETW to Watchlist:       View:      Get Complete ETW Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 50
Day Percent Change: -0.127001%    
Day Change: 0
Week Change: -0.344828%    
Year-to-date Change: 5.4%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of Washington Federal, Inc.WAFDP Washington Federal, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1740 Millions
Recent Price: 17.08    
Smart Investing & Trading Score: 50
Day Percent Change: -0.175336%    
Day Change: -0.14
Week Change: -1.38568%    
Year-to-date Change: 3.7%
WAFDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAFDP to Watchlist:       View:      Get Complete WAFDP Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 151.42 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 50
Day Percent Change: -0.200803%    
Day Change: -0.02
Week Change: 0.70922%    
Year-to-date Change: 14.8%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund IncMSD Morgan Stanley Emerging Markets Debt Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 152.19 Millions
Recent Price: 7.62    
Smart Investing & Trading Score: 50
Day Percent Change: -0.26178%    
Day Change: -0.04
Week Change: 1.06101%    
Year-to-date Change: 5.2%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Apollo Tactical Income Fund Inc.AIF Apollo Tactical Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.803 Millions
Recent Price: 14.82    
Smart Investing & Trading Score: 50
Day Percent Change: -0.269179%    
Day Change: -9999
Week Change: -0.0674309%    
Year-to-date Change: 0.0%
AIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIF to Watchlist:       View:      Get Complete AIF Trend Analysis ➞

Stock Chart of SBA Communications CorpSBAC SBA Communications Corp
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 21233.1 Millions
Recent Price: 198.82    
Smart Investing & Trading Score: 50
Day Percent Change: -0.280871%    
Day Change: -0.69
Week Change: 2.7122%    
Year-to-date Change: 0.2%
SBAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBAC to Watchlist:       View:      Get Complete SBAC Trend Analysis ➞

Stock Chart of Sun Communities, IncSUI Sun Communities, Inc
Sector: Financials
SubSector: REIT - Residential
MarketCap: 16247.7 Millions
Recent Price: 128.00    
Smart Investing & Trading Score: 50
Day Percent Change: -0.358088%    
Day Change: -0.65
Week Change: -0.31929%    
Year-to-date Change: 9.7%
SUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUI to Watchlist:       View:      Get Complete SUI Trend Analysis ➞

Stock Chart of Woori Financial Group Inc ADRWF Woori Financial Group Inc ADR
Sector: Financials
SubSector: Banks - Regional
MarketCap: 12892 Millions
Recent Price: 56.78    
Smart Investing & Trading Score: 50
Day Percent Change: -0.368486%    
Day Change: 0
Week Change: 0.548964%    
Year-to-date Change: 92.3%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of Brown & Brown, IncBRO Brown & Brown, Inc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 31265.8 Millions
Recent Price: 91.87    
Smart Investing & Trading Score: 50
Day Percent Change: -0.368724%    
Day Change: 0.08
Week Change: -0.681081%    
Year-to-date Change: -8.4%
BRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRO to Watchlist:       View:      Get Complete BRO Trend Analysis ➞

Stock Chart of National General Holdings Corp.NGHCP National General Holdings Corp.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1696.32 Millions
Recent Price: 40.49    
Smart Investing & Trading Score: 50
Day Percent Change: -0.369094%    
Day Change: -9999
Week Change: 0.696344%    
Year-to-date Change: 0.0%
NGHCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NGHCP to Watchlist:       View:      Get Complete NGHCP Trend Analysis ➞

Stock Chart of Orix Corporation ADRIX Orix Corporation ADR
Sector: Financials
SubSector: Financial Conglomerates
MarketCap: 29685.2 Millions
Recent Price: 26.86    
Smart Investing & Trading Score: 50
Day Percent Change: -0.37092%    
Day Change: -0.27
Week Change: 0.750188%    
Year-to-date Change: 29.2%
IX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IX to Watchlist:       View:      Get Complete IX Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund IncRA Brookfield Real Assets Income Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 749.25 Millions
Recent Price: 13.38    
Smart Investing & Trading Score: 50
Day Percent Change: -0.372301%    
Day Change: -0.03
Week Change: -1.10865%    
Year-to-date Change: 7.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of Virtus Stone Harbor Emerging Markets Income FundEDF Virtus Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 159.39 Millions
Recent Price: 5.06    
Smart Investing & Trading Score: 50
Day Percent Change: -0.393701%    
Day Change: -0.04
Week Change: -0.784314%    
Year-to-date Change: 16.4%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Bridge Investment Group Holdings IncBRDG Bridge Investment Group Holdings Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 2578.25 Millions
Recent Price: 9.60    
Smart Investing & Trading Score: 50
Day Percent Change: -0.414938%    
Day Change: -0.11
Week Change: 1.37276%    
Year-to-date Change: 18.6%
BRDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRDG to Watchlist:       View:      Get Complete BRDG Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1022.67 Millions
Recent Price: 16.46    
Smart Investing & Trading Score: 50
Day Percent Change: -0.423472%    
Day Change: -0.07
Week Change: -0.962696%    
Year-to-date Change: 6.4%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

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