How are bank stocks doing?
Regional and money-center banks, which move with interest rates and credit. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
Lagging
Bank stocks are up 6% over the past year as an equal-weighted group, against +16% for the S&P 500. 25 of 79 beat the index. Affiliated Managers (AMG) leads at +60% and Blue Owl Capital (OWL) trails at −43%. Over the past month the group is −7%, against +3% for the S&P.
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
All 79 bank stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| AMG Affiliated Managers | 39Middling | +9.2% | +8% | +34% | +60% | Speculative Pop |
| STT State Street | 52Middling | −8.5% | −2% | +36% | +50% | Rolling Over |
| BEN Franklin Resources | 51Middling | −4.9% | −3% | +34% | +36% | Churning Winner |
| BNY BNY Mellon | 51Middling | −12.2% | −6% | +23% | +35% | Churning Winner |
| C Citigroup | 29Weak | −6.4% | −8% | +11% | +34% | Speculative Pop |
| PFG Principal Financial | 54Middling | −6.7% | −6% | +22% | +31% | Exhausted Rally |
| RGA Reinsurance Group of America | 71Strong | +3.4% | +8% | +26% | +30% | Bellwether |
| NTRS Northern Trust | 15Weak | −10.1% | −9% | +23% | +29% | Exhausted Rally |
| VOYA Voya Financial | 35Middling | −7.8% | −4% | +27% | +27% | Exhausted Rally |
| SEIC SEI Investments | 63Middling | −1.9% | +9% | +28% | +24% | Bellwether |
| BPOP Popular | 54Middling | −4.7% | −7% | +26% | +24% | Hot Hand |
| IVZ Invesco | 41Middling | −7.6% | +4% | +12% | +23% | Faith Trade |
| IBKR Interactive Brokers | 70Strong | −1.7% | −6% | +37% | +22% | Distribution Top |
| CFG Citizens Financial | 52Middling | −8.7% | −10% | +9% | +22% | Exhausted Rally |
| MS Morgan Stanley | 62Middling | −10.7% | −14% | +7% | +22% | Churning Winner |
| GL Globe Life | 63Middling | −3.9% | −8% | +17% | +21% | Rolling Over |
| USB U.S. Bancorp | 54Middling | −8.5% | −8% | +7% | +21% | Exhausted Rally |
| MET MetLife | 50Middling | +1.6% | +6% | +25% | +20% | Faith Trade |
| TFSL Third Federal S&L | 45Middling | −5.9% | −9% | +20% | +19% | Speculative Pop |
| CFR Frost Bank | 41Middling | −7.6% | −5% | +19% | +18% | Speculative Pop |
| EWBC East West Bancorp | 73Strong | −3.0% | −4% | +12% | +18% | Distribution Top |
| FCNCA First Citizens BancShares | 26Weak | −4.5% | −2% | −4% | +18% | Exhausted Rally |
| UNM Unum | 16Weak | −2.8% | +3% | +18% | +17% | Speculative Pop |
| FITB Fifth Third Bancorp | 17Weak | −7.0% | −11% | +8% | +16% | Exhausted Rally |
| MTB M&T Bank | 17Weak | −9.0% | −10% | +8% | +16% | Exhausted Rally |
| PNC PNC Financial Services | 23Weak | −9.8% | −13% | +5% | +15% | Exhausted Rally |
| GS Goldman Sachs | 46Middling | −12.2% | −14% | +2% | +15% | Exhausted Rally |
| ZION Zions Bancorporation | 21Weak | −8.5% | −11% | +7% | +11% | Exhausted Rally |
| COLB Columbia Banking System | 48Middling | −5.6% | −11% | +2% | +11% | Churning Winner |
| JPM JPMorgan Chase | 24Weak | −5.8% | 0% | +3% | +10% | Speculative Pop |
| PRU Prudential Financial | 57Middling | −4.5% | −3% | 0% | +10% | Faith Trade |
| KEY KeyCorp | 41Middling | −8.1% | −14% | −3% | +10% | Churning Winner |
| BOKF BOK Financial | 26Weak | −7.2% | −9% | +6% | +9% | Exhausted Rally |
| WTFC Wintrust Financial | 71Strong | −5.0% | −11% | +2% | +9% | Distribution Top |
| BAC Bank of America | 51Middling | −13.2% | −9% | −1% | +9% | Faith Trade |
| WTM White Mountains Insurance | 75Strong | −0.7% | −5% | −1% | +9% | Distribution Top |
| RF Regions Financial | 45Middling | −9.7% | −13% | 0% | +7% | Exhausted Rally |
| FNB FNB | 39Middling | −6.6% | −10% | 0% | +6% | Churning Winner |
| EQH Equitable | 9Weak | +0.6% | +11% | +11% | +5% | Speculative Pop |
| WFC Wells Fargo | 31Weak | −6.6% | −5% | −10% | +5% | Falling Knife |
| TFC Truist Financial | 46Middling | −8.4% | −11% | −6% | +4% | Turning Up |
| PNFP Pinnacle Financial Partners | 30Weak | −5.2% | −6% | −1% | +3% | Turning Up |
| SCHW Charles Schwab | 59Middling | −9.9% | −6% | −3% | +3% | Show-Me Grower |
| SYF Synchrony Financial | 29Weak | −3.5% | −1% | −13% | +3% | Falling Knife |
| OMF OneMain Financial | 59Middling | −9.7% | −5% | −17% | +3% | Wallflower |
| PRI Primerica | 35Middling | −4.8% | −11% | +7% | +2% | Broken Year |
| AMP Ameriprise Financial | 24Weak | −9.6% | −3% | +2% | +2% | Turning Up |
| MTG MGIC Investment | 13Weak | −11.1% | −3% | −6% | +2% | Falling Knife |
| LPLA LPL Financial | 46Middling | −4.7% | +3% | −7% | +2% | Show-Me Grower |
| SSB SouthState | 50Middling | −5.3% | 0% | +7% | +1% | Show-Me Grower |
| FHB First Hawaiian | 35Middling | −3.8% | −15% | −2% | +1% | Show-Me Grower |
| PB Prosperity Bancshares | 36Middling | −7.5% | −9% | −4% | +1% | Broken Year |
| LNC Lincoln Financial | 21Weak | −7.6% | −2% | −10% | +1% | Broken Year |
| FHN First Horizon | 46Middling | −6.8% | −11% | −3% | 0% | Show-Me Grower |
| BHF Brighthouse Financial | 11Weak | −4.5% | −27% | −25% | 0% | Broken Year |
| TROW T. Rowe Price | 15Weak | −2.2% | −7% | +3% | −1% | Broken Year |
| CBSH Commerce Bancshares | 41Middling | −6.7% | −7% | +4% | −3% | Broken Year |
| RJF Raymond James Financial | 15Weak | −8.7% | −5% | −1% | −4% | Broken Year |
| ALLY Ally Financial | 38Middling | −10.9% | −17% | −17% | −4% | Show-Me Grower |
| AXP American Express | 42Middling | −3.9% | −13% | −17% | −5% | Show-Me Grower |
| APO Apollo Global Management | 43Middling | −7.2% | 0% | −18% | −5% | Show-Me Grower |
| HBAN Huntington Bancshares | 33Middling | −8.4% | −15% | −12% | −6% | Broken Year |
| SF Stifel | 50Middling | −11.7% | −6% | −16% | −6% | Turning Up |
| COF Capital One | 28Weak | −3.8% | −2% | −18% | −6% | Turning Up |
| BLK BlackRock | 31Weak | +1.9% | +5% | +1% | −7% | Broken Year |
| WAL Western Alliance Bancorporation | 34Middling | −6.3% | −8% | −12% | −10% | Show-Me Grower |
| OZK Bank OZK | 21Weak | −8.9% | −12% | −3% | −15% | Sleepy Staple |
| SLM Sallie Mae | 35Middling | −12.0% | −10% | −17% | −15% | Show-Me Grower |
| EVR Evercore | 40Middling | −4.1% | −19% | −20% | −15% | Show-Me Grower |
| AGO Assured Guaranty | 19Weak | −4.2% | −16% | −22% | −15% | Sleepy Staple |
| JEF Jefferies Financial | 17Weak | −17.7% | −16% | −28% | −18% | Broken Year |
| ARES Ares Management | 42Middling | −10.3% | −3% | −27% | −22% | Coiled Spring |
| LAZ Lazard | 30Weak | −12.2% | −11% | −24% | −25% | Sleepy Staple |
| KKR KKR & | 34Middling | −9.8% | −6% | −29% | −27% | Show-Me Grower |
| HLNE Hamilton Lane | 30Weak | −10.6% | +6% | −36% | −28% | Bottom Fished |
| BX Blackstone | 20Weak | −8.9% | −6% | −26% | −30% | Show-Me Grower |
| HLI Houlihan Lokey | 26Weak | −4.3% | −2% | −25% | −32% | Show-Me Grower |
| CG Carlyle | 7Weak | −10.8% | −13% | −35% | −37% | Sleepy Staple |
| OWL Blue Owl Capital | 31Weak | −9.0% | +2% | −36% | −43% | Coiled Spring |
How to read this page
How it’s measured. A group of large US stocks whose prices have moved together over the past five years once the market’s own moves are taken out: the same groups as Stox’s co-movement clusters. The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores and co-movement groups from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
Groups are built from how stocks trade rather than from industry labels, so a company can sit with stocks from another sector that move like it.
This page is information, not investment advice. About our data and methods ›