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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 6, 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 30 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.

 Year To Date Performance: 3.84 %
 Weekly Performance: -0.93 %
 Daily Performance: -1.83 %
12Stocks.com
Financial Sector Trend
30 / 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%
OCCIOFS Credit Closed-End Fund - Debt5.97500.89%-3.72%
DCOMDime Community Banks - Regional30.7690-0.84%-3.73%
METMetlife  Insurance - Life78.4320-4.06%-3.76%
LAZLazard  Capital Markets57.1670-0.32%-3.78%
VLYValley National Banks - Regional10.46100-0.72%-3.78%
WRLDWorld Acceptance Credit Services171.43800.42%-3.78%
TRUTransUnion  Financial Data & Stock Exchanges88.4060-1.28%-3.80%
SPGIS&P Global Financial Data & Stock Exchanges535.1720-0.94%-3.86%
RCReady Capital REIT - Mortgage4.2680-3.64%-3.89%
MSBIMidland States Banks - Regional18.4240-0.46%-3.90%
PGREParamount  REIT - Office7.20100-0.60%-3.92%
UNBUnion Bankshares Banks - Regional26.1710-3.39%-3.93%
BCATBlackRock Capital Closed-End Fund - Equity15.0370-0.82%-3.96%
ITICInvestors Title Insurance - Specialty248.26901.52%-3.97%
HOODRobinhood Markets Capital Markets104.03500.91%-3.98%
ECATBlackRock ESG Closed-End Fund - Equity16.4948-0.67%-4.00%
SWINSolowin  Capital Markets4.0120-2.05%-4.01%
CGCarlyle  Asset Mgmt64.56501.57%-4.02%
SCHWCharles Schwab Capital Markets91.9610-5.81%-4.04%
CCSCentury Communities Real Estate - Development65.88100-1.48%-4.07%
IRSIrsa Inversiones Real Estate Services14.70400.07%-4.08%
ABAllianceBernstein Holding Asset Mgmt39.580-0.85%-4.10%
JEFJefferies  Capital Markets64.8550-0.37%-4.13%
LMNDLemonade  Insurance - Property & Casualty52.90300.63%-4.14%
PAXPatria s Asset Mgmt13.54700.84%-4.14%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 3.84% and is currently underperforming the overall market by -3.88% 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: Not Good
Overall Trend Score: 30
YTD Performance: 3.84%
**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%] Robinhood Markets[185%] Solowin [161%]
Metalpha Technology[143%] IHS Holding[139%] Altisource Portfolio[127%]
Banco Santander[113%] Banco Bilbao[103%] IREN [99%]
Grupo Cibest[94%] Mr. Cooper[91%] Heritage Insurance[91%]
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%] Altisource Portfolio[24.3%]
Seritage Growth[20.2%] MBIA [18.4%] Nu [13.8%]
Qudian [11.1%] Cipher Mining[10.9%] Brookfield Business[10.2%]
BXP [9.6%] Stratus Properties[8.9%] UP Fintech[7.8%]
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
eHealth [-62%] Offerpad [-53%] Advanced Flower[-52%]
CPI Card[-51%] The9 [-46%] Ready Capital[-43%]
Grupo Supervielle[-38%] First Internet[-35%] Uniti [-35%]
AMBAC [-33%] First Guaranty[-32%] Banco Macro[-31%]
.
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
Compass [100] Western Union[100] Whitestone REIT[100]
Healthcare Realty[100] Public Storage[100] Alexandria Real[100]
Omega Healthcare[100] LendingTree [100] Federal Realty[100]
OFS Capital[100] BXP [100] Realty ome[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 %
 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 OFS Credit Company IncOCCI OFS Credit Company Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 163.76 Millions
Recent Price: 5.97    
Smart Investing & Trading Score: 50
Day Percent Change: 0.89%    
Day Change: 0.05
Week Change: -3.72%    
Year-to-date Change: -9.6%
OCCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCCI to Watchlist:       View:      Get Complete OCCI Trend Analysis ➞

Stock Chart of Dime Community Bancshares IncDCOM Dime Community Bancshares Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1344.38 Millions
Recent Price: 30.76    
Smart Investing & Trading Score: 90
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 Metlife IncMET Metlife Inc
Sector: Financials
SubSector: Insurance - Life
MarketCap: 52876.2 Millions
Recent Price: 78.43    
Smart Investing & Trading Score: 20
Day Percent Change: -4.06%    
Day Change: -3.32
Week Change: -3.76%    
Year-to-date Change: -7.4%
MET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MET to Watchlist:       View:      Get Complete MET Trend Analysis ➞

Stock Chart of Lazard IncLAZ Lazard Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 5323.65 Millions
Recent Price: 57.16    
Smart Investing & Trading Score: 70
Day Percent Change: -0.32%    
Day Change: -0.17
Week Change: -3.78%    
Year-to-date Change: 6.7%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of Valley National BancorpVLY Valley National Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 6005.81 Millions
Recent Price: 10.46    
Smart Investing & Trading Score: 100
Day Percent Change: -0.72%    
Day Change: -0.07
Week Change: -3.78%    
Year-to-date Change: 9.6%
VLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VLY to Watchlist:       View:      Get Complete VLY Trend Analysis ➞

Stock Chart of World Acceptance CorpWRLD World Acceptance Corp
Sector: Financials
SubSector: Credit Services
MarketCap: 942.18 Millions
Recent Price: 171.43    
Smart Investing & Trading Score: 80
Day Percent Change: 0.42%    
Day Change: 0.68
Week Change: -3.78%    
Year-to-date Change: 46.0%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of TransUnionTRU TransUnion
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 17535.9 Millions
Recent Price: 88.40    
Smart Investing & Trading Score: 60
Day Percent Change: -1.28%    
Day Change: -1.12
Week Change: -3.8%    
Year-to-date Change: -6.3%
TRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRU to Watchlist:       View:      Get Complete TRU Trend Analysis ➞

Stock Chart of S&P Global IncSPGI S&P Global Inc
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 164270 Millions
Recent Price: 535.17    
Smart Investing & Trading Score: 20
Day Percent Change: -0.94%    
Day Change: -5.09
Week Change: -3.86%    
Year-to-date Change: 3.0%
SPGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPGI to Watchlist:       View:      Get Complete SPGI Trend Analysis ➞

Stock Chart of Ready Capital CorpRC Ready Capital Corp
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 704.96 Millions
Recent Price: 4.26    
Smart Investing & Trading Score: 80
Day Percent Change: -3.64%    
Day Change: -0.14
Week Change: -3.89%    
Year-to-date Change: -42.6%
RC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RC to Watchlist:       View:      Get Complete RC Trend Analysis ➞

Stock Chart of Midland States Bancorp IncMSBI Midland States Bancorp Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 390.65 Millions
Recent Price: 18.42    
Smart Investing & Trading Score: 40
Day Percent Change: -0.46%    
Day Change: -0.08
Week Change: -3.9%    
Year-to-date Change: -26.9%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of Paramount Group IncPGRE Paramount Group Inc
Sector: Financials
SubSector: REIT - Office
MarketCap: 1798.92 Millions
Recent Price: 7.20    
Smart Investing & Trading Score: 100
Day Percent Change: -0.6%    
Day Change: -0.04
Week Change: -3.92%    
Year-to-date Change: 34.0%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of Union Bankshares, IncUNB Union Bankshares, Inc
Sector: Financials
SubSector: Banks - Regional
MarketCap: 117.7 Millions
Recent Price: 26.17    
Smart Investing & Trading Score: 10
Day Percent Change: -3.39%    
Day Change: -0.91
Week Change: -3.93%    
Year-to-date Change: -7.2%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1576.87 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 70
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 Investors Title CoITIC Investors Title Co
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 475.16 Millions
Recent Price: 248.26    
Smart Investing & Trading Score: 90
Day Percent Change: 1.52%    
Day Change: 3.57
Week Change: -3.97%    
Year-to-date Change: 0.8%
ITIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ITIC to Watchlist:       View:      Get Complete ITIC Trend Analysis ➞

Stock Chart of Robinhood Markets IncHOOD Robinhood Markets Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 89978.4 Millions
Recent Price: 104.03    
Smart Investing & Trading Score: 50
Day Percent Change: 0.91%    
Day Change: 0.96
Week Change: -3.98%    
Year-to-date Change: 185.3%
HOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOOD to Watchlist:       View:      Get Complete HOOD 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: 1645.17 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 Solowin HoldingsSWIN Solowin Holdings
Sector: Financials
SubSector: Capital Markets
MarketCap: 155.27 Millions
Recent Price: 4.01    
Smart Investing & Trading Score: 20
Day Percent Change: -2.05%    
Day Change: -0.09
Week Change: -4.01%    
Year-to-date Change: 161.2%
SWIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SWIN to Watchlist:       View:      Get Complete SWIN Trend Analysis ➞

Stock Chart of Carlyle Group IncCG Carlyle Group Inc
Sector: Financials
SubSector: Asset Management
MarketCap: 23058.7 Millions
Recent Price: 64.56    
Smart Investing & Trading Score: 50
Day Percent Change: 1.57%    
Day Change: 0.96
Week Change: -4.02%    
Year-to-date Change: 25.2%
CG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CG to Watchlist:       View:      Get Complete CG Trend Analysis ➞

Stock Chart of Charles Schwab CorpSCHW Charles Schwab Corp
Sector: Financials
SubSector: Capital Markets
MarketCap: 167091 Millions
Recent Price: 91.96    
Smart Investing & Trading Score: 10
Day Percent Change: -5.81%    
Day Change: -5.67
Week Change: -4.04%    
Year-to-date Change: 12.2%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of Century Communities IncCCS Century Communities Inc
Sector: Financials
SubSector: Real Estate - Development
MarketCap: 2067.49 Millions
Recent Price: 65.88    
Smart Investing & Trading Score: 100
Day Percent Change: -1.48%    
Day Change: -0.94
Week Change: -4.07%    
Year-to-date Change: -13.8%
CCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCS to Watchlist:       View:      Get Complete CCS Trend Analysis ➞

Stock Chart of Irsa Inversiones Y Representaciones S.A. ADRIRS Irsa Inversiones Y Representaciones S.A. ADR
Sector: Financials
SubSector: Real Estate Services
MarketCap: 1092.66 Millions
Recent Price: 14.70    
Smart Investing & Trading Score: 40
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: -4.08%    
Year-to-date Change: 0.8%
IRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRS to Watchlist:       View:      Get Complete IRS Trend Analysis ➞

Stock Chart of AllianceBernstein Holding LpAB AllianceBernstein Holding Lp
Sector: Financials
SubSector: Asset Management
MarketCap: 4294.94 Millions
Recent Price: 39.58    
Smart Investing & Trading Score: 0
Day Percent Change: -0.85%    
Day Change: -0.34
Week Change: -4.1%    
Year-to-date Change: 14.0%
AB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AB to Watchlist:       View:      Get Complete AB Trend Analysis ➞

Stock Chart of Jefferies Financial Group IncJEF Jefferies Financial Group Inc
Sector: Financials
SubSector: Capital Markets
MarketCap: 13098.8 Millions
Recent Price: 64.85    
Smart Investing & Trading Score: 50
Day Percent Change: -0.37%    
Day Change: -0.22
Week Change: -4.13%    
Year-to-date Change: -23.6%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of Lemonade IncLMND Lemonade Inc
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3712.79 Millions
Recent Price: 52.90    
Smart Investing & Trading Score: 30
Day Percent Change: 0.63%    
Day Change: 0.35
Week Change: -4.14%    
Year-to-date Change: 52.9%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Patria Investments LtdPAX Patria Investments Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 2208.62 Millions
Recent Price: 13.54    
Smart Investing & Trading Score: 70
Day Percent Change: 0.84%    
Day Change: 0.11
Week Change: -4.14%    
Year-to-date Change: 16.5%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

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