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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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
PDOPIMCO Dynamic Closed-End Fund - Debt13.9840-0.14%0.14%
HIGHartford Insurance Insurance - Property & Casualty131.41500.58%0.13%
JCONuveen Credit Closed-End Fund - Debt7.95300.00%0.13%
AGNCMAGNC  Mortgage25.13600.20%0.12%
MAVPioneer Municipal Closed-End Fund - Debt8.08300.12%0.12%
USCBUSCB  Banks - Regional17.40401.52%0.12%
ROICRetail Opportunity REIT - Retail17.49400.00%0.11%
GZTGazit Globe Real Estatet59.2120-0.77%0.10%
CUBLionheart  Shell Companies10.50200.00%0.10%
HTGCHercules Capital Asset Mgmt19.35500.68%0.10%
VIRSPacer BioThreat Exchange Traded Fund40.03500.00%0.10%
IBCPIndependent Bank Banks - Regional31.97202.50%0.09%
AACTAres Acquisition Shell Companies11.40360.09%0.09%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity12.50300.16%0.08%
PLBCPlumas Bancorp Banks - Regional45.13904.15%0.07%
RLTYCohen & Steers Real Estate Opportunities and ome Fund Closed-End Fund - Debt15.4548-0.84%0.07%
HSTHost Hotels REIT - Hotel & Motel17.60700.46%0.06%
BOHBank of Hawaii Corp Banks - Regional67.98601.57%0.06%
AIGAmerican  Insurance - 78.03401.60%0.04%
IBTEiShares iBonds Exchange Traded Fund23.87300.00%0.04%
VVisa  Credit Services338.180-2.32%0.02%
MTUMitsubishi UFJ Banks6.64100.00%0.00%
CBGCBRE  Property Mgmt47.31200.00%0.00%
SIVBSVB  Regional Banks106.04100.00%0.00%
LUKLeucadia National Brokerage23.47100.00%0.00%
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 PIMCO Dynamic Income Opportunities FundPDO PIMCO Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1782.24 Millions
Recent Price: 13.98    
Smart Investing & Trading Score: 40
Day Percent Change: -0.142857%    
Day Change: 0
Week Change: 0.143266%    
Year-to-date Change: 10.6%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Hartford Insurance Group Inc.(The)HIG Hartford Insurance Group Inc.(The)
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 37021.9 Millions
Recent Price: 131.41    
Smart Investing & Trading Score: 50
Day Percent Change: 0.581707%    
Day Change: 1.26
Week Change: 0.129534%    
Year-to-date Change: 21.5%
HIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIG to Watchlist:       View:      Get Complete HIG Trend Analysis ➞

Stock Chart of Nuveen Credit Opportunities 2022 Target Term FundJCO Nuveen Credit Opportunities 2022 Target Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 184.707 Millions
Recent Price: 7.95    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.125945%    
Year-to-date Change: 0.0%
JCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCO to Watchlist:       View:      Get Complete JCO Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCM AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 7568.89 Millions
Recent Price: 25.13    
Smart Investing & Trading Score: 60
Day Percent Change: 0.199362%    
Day Change: -0.06
Week Change: 0.119522%    
Year-to-date Change: 4.5%
AGNCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCM to Watchlist:       View:      Get Complete AGNCM Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income Advantage Fund IncMAV Pioneer Municipal High Income Advantage Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 193.23 Millions
Recent Price: 8.08    
Smart Investing & Trading Score: 30
Day Percent Change: 0.123916%    
Day Change: 0.01
Week Change: 0.123916%    
Year-to-date Change: -2.3%
MAV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAV to Watchlist:       View:      Get Complete MAV Trend Analysis ➞

Stock Chart of USCB Financial Holdings IncUSCB USCB Financial Holdings Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 349.97 Millions
Recent Price: 17.40    
Smart Investing & Trading Score: 40
Day Percent Change: 1.51692%    
Day Change: -0.21
Week Change: 0.115075%    
Year-to-date Change: 0.5%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of Retail Opportunity Investments Corp.ROIC Retail Opportunity Investments Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 943.414 Millions
Recent Price: 17.49    
Smart Investing & Trading Score: 40
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.114482%    
Year-to-date Change: 0.7%
ROIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROIC to Watchlist:       View:      Get Complete ROIC Trend Analysis ➞

Stock Chart of Gazit Globe LtdGZT Gazit Globe Ltd
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1931.8 Millions
Recent Price: 59.21    
Smart Investing & Trading Score: 20
Day Percent Change: -0.770907%    
Day Change: -9999
Week Change: 0.101437%    
Year-to-date Change: 0.0%
GZT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GZT to Watchlist:       View:      Get Complete GZT Trend Analysis ➞

Stock Chart of Lionheart HoldingsCUB Lionheart Holdings
Sector: Financials
SubSector: Shell Companies
MarketCap: 322.04 Millions
Recent Price: 10.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9988.5
Week Change: 0.0953289%    
Year-to-date Change: 4.0%
CUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUB to Watchlist:       View:      Get Complete CUB Trend Analysis ➞

Stock Chart of Hercules Capital IncHTGC Hercules Capital Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 3493.62 Millions
Recent Price: 19.35    
Smart Investing & Trading Score: 50
Day Percent Change: 0.676379%    
Day Change: 0.02
Week Change: 0.103466%    
Year-to-date Change: 1.4%
HTGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTGC to Watchlist:       View:      Get Complete HTGC Trend Analysis ➞

Stock Chart of Pacer BioThreat Strategy ETFVIRS Pacer BioThreat Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.03    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00374766%    
Day Change: -9999
Week Change: 0.103789%    
Year-to-date Change: 0.0%
VIRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRS to Watchlist:       View:      Get Complete VIRS Trend Analysis ➞

Stock Chart of Independent Bank Corporation (Ionia, MI)IBCP Independent Bank Corporation (Ionia, MI)
Sector: Financials
SubSector: Banks - Regional
MarketCap: 679.69 Millions
Recent Price: 31.97    
Smart Investing & Trading Score: 20
Day Percent Change: 2.5008%    
Day Change: -0.14
Week Change: 0.0939261%    
Year-to-date Change: -4.7%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: Shell Companies
MarketCap: 706.44 Millions
Recent Price: 11.40    
Smart Investing & Trading Score: 36
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 3.8%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, IncRQI Cohen & Steers Quality Income Realty Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1697.87 Millions
Recent Price: 12.50    
Smart Investing & Trading Score: 30
Day Percent Change: 0.160256%    
Day Change: -0.04
Week Change: 0.0800641%    
Year-to-date Change: 7.9%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of Plumas BancorpPLBC Plumas Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 311.23 Millions
Recent Price: 45.13    
Smart Investing & Trading Score: 90
Day Percent Change: 4.15417%    
Day Change: -0.12
Week Change: 0.0665189%    
Year-to-date Change: 0.1%
PLBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLBC to Watchlist:       View:      Get Complete PLBC Trend Analysis ➞

Stock Chart of Cohen & Steers Real Estate Opportunities and Income FundRLTY Cohen & Steers Real Estate Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.71 Millions
Recent Price: 15.45    
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 Host Hotels & Resorts IncHST Host Hotels & Resorts Inc
Sector: Financials
SubSector: REIT - Hotel & Motel
MarketCap: 11983.9 Millions
Recent Price: 17.60    
Smart Investing & Trading Score: 70
Day Percent Change: 0.456621%    
Day Change: 0.06
Week Change: 0.0568505%    
Year-to-date Change: 5.1%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of Bank of Hawaii CorpBOH Bank of Hawaii Corp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 2716.52 Millions
Recent Price: 67.98    
Smart Investing & Trading Score: 60
Day Percent Change: 1.5688%    
Day Change: -0.08
Week Change: 0.0588755%    
Year-to-date Change: -1.0%
BOH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOH to Watchlist:       View:      Get Complete BOH Trend Analysis ➞

Stock Chart of American International Group IncAIG American International Group Inc
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 43882.6 Millions
Recent Price: 78.03    
Smart Investing & Trading Score: 40
Day Percent Change: 1.60156%    
Day Change: 1.15
Week Change: 0.0384615%    
Year-to-date Change: 8.0%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2024 Term Treasury ETFIBTE iShares iBonds Dec 2024 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.87    
Smart Investing & Trading Score: 30
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0.0419111%    
Year-to-date Change: 0.0%
IBTE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTE to Watchlist:       View:      Get Complete IBTE Trend Analysis ➞

Stock Chart of Visa IncV Visa Inc
Sector: Financials
SubSector: Credit Services
MarketCap: 661248 Millions
Recent Price: 338.18    
Smart Investing & Trading Score: 0
Day Percent Change: -2.31658%    
Day Change: -5.2
Week Change: 0.0177452%    
Year-to-date Change: 8.1%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Mitsubishi UFJ Financial Group, Inc.MTU Mitsubishi UFJ Financial Group, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 94306.7 Millions
Recent Price: 6.64    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
MTU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTU to Watchlist:       View:      Get Complete MTU Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBG CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12111.7 Millions
Recent Price: 47.31    
Smart Investing & Trading Score: 20
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
CBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBG to Watchlist:       View:      Get Complete CBG Trend Analysis ➞

Stock Chart of SVB Financial GroupSIVB SVB Financial Group
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 8432.89 Millions
Recent Price: 106.04    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
SIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIVB to Watchlist:       View:      Get Complete SIVB Trend Analysis ➞

Stock Chart of Leucadia National CorporationLUK Leucadia National Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 9693.28 Millions
Recent Price: 23.47    
Smart Investing & Trading Score: 10
Day Percent Change: 0%    
Day Change: -9999
Week Change: 0%    
Year-to-date Change: 0.0%
LUK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LUK to Watchlist:       View:      Get Complete LUK Trend Analysis ➞

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