How are financial stocks doing?
Banks, insurers, asset managers, exchanges and payment networks. 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
22
Lagging
Financial stocks are flat over the past year as an equal-weighted group, against +16% for the S&P 500. 34 of 152 beat the index. XP (XP) leads at +99% and United Wholesale Mortgage (UWMC) trails at −80%. Over the past month the group is −5%, against +3% for the S&P.
−0% in a year152 stocksBest: XP +99%
Past year
Past monthThe group, equal-weighted−5%S&P 500 +3%; 14 of 152 stocks beat it
Past 3 monthsThe group, equal-weighted−4%S&P 500 +4%; 30 of 152 stocks beat it
This yearThe group, equal-weighted−1%S&P 500 +14%; 27 of 152 stocks beat it
Past yearThe group, equal-weighted−0%S&P 500 +16%; 34 of 152 stocks beat it
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.
Financial stocks against the S&P 500
$100 a year ago. The group flat, the S&P 500 +16%.
The groupS&P 500
All 152 financial 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 |
|---|---|---|---|---|---|---|
| XP XP | 40Middling | +61.3% | +97% | +97% | +99% | Faith Trade |
| VIRT Virtu Financial | 68Strong | −6.6% | −11% | +73% | +75% | Bellwether |
| 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 |
| CPAY Corpay | 36Middling | −2.6% | +10% | +32% | +36% | Hot Hand |
| 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 |
| TRV Travelers Companies | 69Strong | +0.3% | +8% | +27% | +30% | Bellwether |
| 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 |
| CBOE Cboe Global Markets | 78Strong | +5.8% | +10% | +21% | +26% | Bellwether |
| RNR RenaissanceRe | 62Middling | +1.5% | +3% | +18% | +26% | Distribution Top |
| 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 |
| AIZ Assurant | 40Middling | −5.2% | −5% | +11% | +22% | Churning Winner |
| 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 |
| THG Hanover Insurance | 52Middling | −2.1% | +1% | +20% | +19% | Hot Hand |
| CB Chubb | 34Middling | +0.7% | −4% | +9% | +19% | Exhausted Rally |
| 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 |
| V Visa | 51Middling | +5.0% | +8% | +10% | +10% | Faith Trade |
| 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 |
| WEX WEX | 16Weak | −9.3% | +8% | +16% | +8% | Speculative Pop |
| ALL Allstate | 38Middling | −8.9% | −11% | +10% | +8% | Churning Winner |
| CACC Credit Acceptance | 55Middling | −9.6% | −13% | +23% | +7% | Churning Winner |
| RF Regions Financial | 45Middling | −9.7% | −13% | 0% | +7% | Exhausted Rally |
| CME CME | 13Weak | +2.4% | +14% | +3% | +6% | Speculative Pop |
| 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 |
| L Loews | 47Middling | −2.2% | −8% | +1% | +4% | Rolling Over |
| NDAQ Nasdaq | 21Weak | +1.8% | +5% | −4% | +4% | Show-Me Grower |
| NU Nubank | 24Weak | +7.3% | +18% | −4% | +4% | Turning Up |
| TFC Truist Financial | 46Middling | −8.4% | −11% | −6% | +4% | Turning Up |
| BRK.B Berkshire Hathaway | 45Middling | +1.7% | +4% | +3% | +3% | Bottom Fished |
| TW Tradeweb | 32Weak | +8.4% | +11% | +3% | +3% | Hot Hand |
| ACGL Arch Capital | 25Weak | −0.7% | −7% | 0% | +3% | 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 |
| EG Everest | 27Weak | −0.7% | −3% | +9% | +2% | Show-Me Grower |
| PRI Primerica | 35Middling | −4.8% | −11% | +7% | +2% | Broken Year |
| AFL Aflac | 55Middling | +0.1% | −7% | +4% | +2% | Wallflower |
| MA Mastercard | 61Middling | +4.2% | +10% | +3% | +2% | Wallflower |
| AMP Ameriprise Financial | 24Weak | −9.6% | −3% | +2% | +2% | Turning Up |
| FDS FactSet | 37Middling | +9.2% | +9% | −1% | +2% | Bottom Fished |
| 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 |
| FAF First American Financial | 38Middling | −14.0% | −13% | 0% | +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 |
| FRHC Freedom Holding | 15Weak | +4.3% | +5% | +39% | 0% | Falling Knife |
| MSCI MSCI | 25Weak | +3.2% | −9% | −2% | 0% | Show-Me Grower |
| FHN First Horizon | 46Middling | −6.8% | −11% | −3% | 0% | Show-Me Grower |
| AXS AXIS Capital | 29Weak | −2.2% | −16% | −10% | 0% | Turning Up |
| JKHY Jack Henry & Associates | 60Middling | −7.5% | −1% | −18% | 0% | Coiled Spring |
| BHF Brighthouse Financial | 11Weak | −4.5% | −27% | −25% | 0% | Broken Year |
| TROW T. Rowe Price | 15Weak | −2.2% | −7% | +3% | −1% | Broken Year |
| CINF Cincinnati Financial | 20Weak | −3.7% | −11% | 0% | −1% | Show-Me Grower |
| CNA CNA Financial | 32Weak | −2.8% | −11% | −3% | −1% | Broken Year |
| ICE Intercontinental Exchange | 38Middling | +0.2% | +13% | −4% | −2% | Turning Up |
| CBSH Commerce Bancshares | 41Middling | −6.7% | −7% | +4% | −3% | Broken Year |
| HIG Hartford | 51Middling | −5.6% | −8% | −6% | −3% | Show-Me Grower |
| AFG American Financial | 26Weak | −0.4% | −2% | +3% | −4% | Falling Knife |
| RJF Raymond James Financial | 15Weak | −8.7% | −5% | −1% | −4% | Broken Year |
| MKTX MarketAxess | 36Middling | +0.9% | +43% | −9% | −4% | Bottom Fished |
| ALLY Ally Financial | 38Middling | −10.9% | −17% | −17% | −4% | Show-Me Grower |
| XYZ Block | 49Middling | −2.3% | −2% | +19% | −5% | Wallflower |
| MCO Moody's | 25Weak | −0.7% | −6% | −9% | −5% | 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 |
| GPN Global Payments | 10Weak | −7.2% | +7% | +6% | −7% | Broken Year |
| BLK BlackRock | 31Weak | +1.9% | +5% | +1% | −7% | Broken Year |
| WRB W. R. Berkley | 12Weak | +2.7% | −3% | +3% | −8% | Broken Year |
| AIG American International | 26Weak | +2.7% | −4% | −10% | −8% | Bottom Fished |
| MORN Morningstar | 36Middling | +5.9% | +18% | −6% | −10% | Turning Up |
| WAL Western Alliance Bancorporation | 34Middling | −6.3% | −8% | −12% | −10% | Show-Me Grower |
| MKL Markel | 29Weak | −1.2% | −10% | −18% | −10% | Broken Year |
| PGR Progressive | 42Middling | +0.6% | −7% | −5% | −11% | Turning Up |
| ORI Old Republic International | 26Weak | −6.5% | −9% | −16% | −12% | Show-Me Grower |
| NLY Annaly Capital Management | 41Middling | −16.8% | −19% | −18% | −13% | Show-Me Grower |
| MRSH Marsh McLennan | 29Weak | −0.9% | −3% | −5% | −14% | Falling Knife |
| WTW Willis Towers Watson | 34Middling | −6.1% | 0% | −10% | −14% | Show-Me Grower |
| OZK Bank OZK | 21Weak | −8.9% | −12% | −3% | −15% | Sleepy Staple |
| RLI RLI | 34Middling | −7.8% | −9% | −13% | −15% | Turning Up |
| SLM Sallie Mae | 35Middling | −12.0% | −10% | −17% | −15% | Show-Me Grower |
| AGNC AGNC Investment | 34Middling | −14.9% | −21% | −19% | −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 |
| SPGI S&P Global | 40Middling | −0.6% | −7% | −22% | −15% | Show-Me Grower |
| JEF Jefferies Financial | 17Weak | −17.7% | −16% | −28% | −18% | Broken Year |
| BAM Brookfield Asset Management | 35Middling | −2.9% | −2% | −12% | −21% | Bottom Fished |
| RITM Rithm Capital | 23Weak | −10.6% | −5% | −21% | −21% | Broken Year |
| ARES Ares Management | 42Middling | −10.3% | −3% | −27% | −22% | Coiled Spring |
| TPG TPG | 46Middling | −3.6% | +7% | −29% | −22% | Coiled Spring |
| AJG Arthur J. Gallagher & | 23Weak | −4.4% | −11% | −10% | −24% | Show-Me Grower |
| EEFT Euronet Worldwide | 23Weak | −8.7% | −17% | −15% | −25% | Broken Year |
| AON Aon | 27Weak | −11.1% | −26% | −23% | −25% | Show-Me Grower |
| LAZ Lazard | 30Weak | −12.2% | −11% | −24% | −25% | Sleepy Staple |
| PYPL PayPal | 7Weak | +4.2% | +17% | −5% | −27% | Falling Knife |
| KKR KKR & | 34Middling | −9.8% | −6% | −29% | −27% | Show-Me Grower |
| HOOD Robinhood Markets | 45Middling | −3.8% | −1% | −4% | −28% | Wallflower |
| HLNE Hamilton Lane | 30Weak | −10.6% | +6% | −36% | −28% | Bottom Fished |
| RKT Rocket Companies | 45Middling | −13.0% | −17% | −41% | −29% | Wallflower |
| KNSL Kinsale Capital | 29Weak | −7.1% | −2% | −14% | −30% | Turning Up |
| BX Blackstone | 20Weak | −8.9% | −6% | −26% | −30% | Show-Me Grower |
| ERIE Erie Indemnity | 21Weak | −7.6% | −10% | −23% | −32% | Broken Year |
| HLI Houlihan Lokey | 26Weak | −4.3% | −2% | −25% | −32% | Show-Me Grower |
| FNF Fidelity National Financial | 32Weak | −11.7% | −22% | −29% | −32% | Show-Me Grower |
| STWD Starwood Property Trust | 23Weak | −18.6% | −23% | −29% | −32% | Sleepy Staple |
| BRO Brown & Brown | 23Weak | −5.2% | −9% | −21% | −34% | Show-Me Grower |
| RYAN Ryan Specialty | 36Middling | −4.3% | −11% | −28% | −37% | Coiled Spring |
| CG Carlyle | 7Weak | −10.8% | −13% | −35% | −37% | Sleepy Staple |
| FIGR Figure Technology Solutions | 35Middling | −22.0% | −4% | −30% | −42% | Coiled Spring |
| OWL Blue Owl Capital | 31Weak | −9.0% | +2% | −36% | −43% | Coiled Spring |
| SOFI SoFi | 29Weak | −8.2% | −13% | −40% | −44% | Wallflower |
| KMPR Kemper | 6Weak | −0.3% | −10% | −34% | −46% | Falling Knife |
| FIS Fidelity National Information Services | 22Weak | −11.6% | −19% | −49% | −50% | Wallflower |
| BLSH Bullish | 10Weak | −3.8% | +43% | −14% | −52% | Bottom Fished |
| COIN Coinbase | 6Weak | +4.1% | +14% | −21% | −54% | Bottom Fished |
| FISV Fiserv | 6Weak | −6.7% | −11% | −32% | −64% | Sleepy Staple |
| UWMC United Wholesale Mortgage | 21Weak | −19.4% | −46% | −75% | −80% | Wallflower |
How to read this page
How it’s measured. Every stock in the Financials sector (the GICS classification) among the S&P 500, Nasdaq-100 and Russell 1000 companies with a page here, 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 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.
This page is information, not investment advice. About our data and methods ›
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