Financials stocks YTD
Year-to-date returns for all 76 S&P 500 financials stocks · Updated November 04, 2026
Sector avg YTD+10.10%
Median YTD+12.45%
Best: BENFranklin Resources +45.29%
Worst: FISFidelity National Information Services -53.79%
Stocks tracked76
S&P 500 index YTD+12.32%
vs S&P 500underperforming by 2.22 pp
| Rank | Company | Ticker | Price | YTD Return | vs Sector Avg |
|---|---|---|---|---|---|
| 1 | Franklin Resources | BEN | $33.87 | +45.29% | +35.19 pts |
| 2 | Travelers Companies (The) | TRV | $409.25 | +42.68% | +32.58 pts |
| 3 | Corpay | CPAY | $418.60 | +39.10% | +29.00 pts |
| 4 | Cboe Global Markets | CBOE | $345.21 | +38.55% | +28.45 pts |
| 5 | State Street Corporation | STT | $173.41 | +36.88% | +26.78 pts |
| 6 | Principal Financial Group | PFG | $117.31 | +36.28% | +26.18 pts |
| 7 | Block, Inc. | XYZ | $87.63 | +34.63% | +24.53 pts |
| 8 | BNY Mellon | BNY | $152.72 | +33.30% | +23.20 pts |
| 9 | MetLife | MET | $102.89 | +33.10% | +23.00 pts |
| 10 | Northern Trust | NTRS | $178.02 | +32.29% | +22.19 pts |
| 11 | Allstate | ALL | $269.06 | +31.14% | +21.04 pts |
| 12 | Assurant | AIZ | $308.52 | +29.46% | +19.36 pts |
| 13 | Everest Group | EG | $421.30 | +26.36% | +16.26 pts |
| 14 | Global Payments | GPN | $96.09 | +25.39% | +15.29 pts |
| 15 | Visa Inc. | V | $436.57 | +25.23% | +15.13 pts |
| 16 | Interactive Brokers | IBKR | $77.88 | +21.46% | +11.36 pts |
| 17 | Chubb Limited | CB | $374.17 | +20.97% | +10.87 pts |
| 18 | FactSet | FDS | $342.19 | +19.55% | +9.45 pts |
| 19 | MSCI | MSCI | $674.30 | +18.84% | +8.74 pts |
| 20 | Fifth Third Bancorp | FITB | $54.72 | +18.79% | +8.69 pts |
| 21 | Mastercard | MA | $672.68 | +18.41% | +8.31 pts |
| 22 | Cincinnati Financial | CINF | $190.48 | +17.96% | +7.86 pts |
| 23 | CME Group | CME | $308.27 | +16.73% | +6.63 pts |
| 24 | Prudential Financial | PRU | $126.63 | +16.58% | +6.48 pts |
| 25 | U.S. Bancorp | USB | $61.03 | +16.54% | +6.44 pts |
| 26 | Globe Life | GL | $161.72 | +16.34% | +6.24 pts |
| 27 | BlackRock | BLK | $1,224.37 | +16.27% | +6.17 pts |
| 28 | Aflac | AFL | $125.30 | +15.40% | +5.30 pts |
| 29 | Arch Capital Group | ACGL | $110.68 | +15.39% | +5.29 pts |
| 30 | Berkshire Hathaway | BRK.B | $579.09 | +15.21% | +5.11 pts |
| 31 | Marsh McLennan | MRSH | $210.38 | +15.21% | +5.11 pts |
| 32 | Citizens Financial Group | CFG | $65.90 | +15.18% | +5.08 pts |
| 33 | Invesco | IVZ | $29.44 | +14.62% | +4.52 pts |
| 34 | PNC Financial Services | PNC | $233.45 | +14.47% | +4.37 pts |
| 35 | T. Rowe Price | TROW | $112.57 | +14.33% | +4.23 pts |
| 36 | Nasdaq, Inc. | NDAQ | $109.70 | +14.09% | +3.99 pts |
| 37 | M&T Bank | MTB | $224.64 | +13.79% | +3.69 pts |
| 38 | Arthur J. Gallagher & Co. | AJG | $288.38 | +12.45% | +2.35 pts |
| 39 | Morgan Stanley | MS | $193.97 | +11.06% | +0.96 pts |
| 40 | JPMorgan Chase | JPM | $352.11 | +10.83% | +0.73 pts |
| 41 | W. R. Berkley Corporation | WRB | $76.71 | +10.52% | +0.42 pts |
| 42 | Regions Financial Corporation | RF | $29.03 | +10.29% | +0.19 pts |
| 43 | Progressive Corporation | PGR | $234.82 | +9.77% | -0.33 pts |
| 44 | Intercontinental Exchange | ICE | $174.92 | +9.11% | -0.99 pts |
| 45 | Ameriprise Financial | AMP | $527.41 | +8.61% | -1.49 pts |
| 46 | Citigroup | C | $124.74 | +8.51% | -1.59 pts |
| 47 | KeyCorp | KEY | $21.55 | +7.51% | -2.59 pts |
| 48 | Goldman Sachs | GS | $928.00 | +7.12% | -2.98 pts |
| 49 | Truist Financial | TFC | $50.87 | +6.56% | -3.54 pts |
| 50 | Loews Corporation | L | $111.67 | +6.22% | -3.88 pts |
| 51 | Raymond James Financial | RJF | $168.69 | +6.17% | -3.93 pts |
| 52 | Moody's Corporation | MCO | $528.34 | +4.11% | -5.99 pts |
| 53 | PayPal | PYPL | $60.20 | +4.03% | -6.07 pts |
| 54 | Willis Towers Watson | WTW | $337.37 | +3.39% | -6.71 pts |
| 55 | Hartford (The) | HIG | $138.11 | +1.57% | -8.53 pts |
| 56 | Jack Henry & Associates | JKHY | $179.16 | -0.66% | -10.76 pts |
| 57 | Erie Indemnity | ERIE | $279.96 | -0.69% | -10.79 pts |
| 58 | Aon plc | AON | $344.67 | -1.85% | -11.95 pts |
| 59 | S&P Global | SPGI | $481.69 | -1.90% | -12.00 pts |
| 60 | American International Group | AIG | $81.71 | -2.65% | -12.75 pts |
| 61 | Bank of America | BAC | $51.63 | -4.62% | -14.72 pts |
| 62 | Wells Fargo | WFC | $87.43 | -4.65% | -14.75 pts |
| 63 | Huntington Bancshares | HBAN | $16.06 | -4.72% | -14.82 pts |
| 64 | Charles Schwab Corporation | SCHW | $93.37 | -5.62% | -15.72 pts |
| 65 | Brown & Brown | BRO | $73.89 | -6.59% | -16.69 pts |
| 66 | Fiserv | FISV | $62.05 | -7.62% | -17.72 pts |
| 67 | Synchrony Financial | SYF | $75.03 | -8.94% | -19.04 pts |
| 68 | American Express | AXP | $332.59 | -9.37% | -19.47 pts |
| 69 | Ares Management | ARES | $136.85 | -12.40% | -22.50 pts |
| 70 | Capital One | COF | $206.31 | -13.88% | -23.98 pts |
| 71 | Apollo Global Management | APO | $122.76 | -14.13% | -24.23 pts |
| 72 | Blackstone Inc. | BX | $125.57 | -15.98% | -26.08 pts |
| 73 | KKR & Co. | KKR | $101.34 | -20.05% | -30.15 pts |
| 74 | Robinhood Markets | HOOD | $87.41 | -22.71% | -32.81 pts |
| 75 | Coinbase | COIN | $151.50 | -33.01% | -43.11 pts |
| 76 | Fidelity National Information Services | FIS | $29.76 | -53.79% | -63.89 pts |
Sector averages are equal-weighted across S&P 500 constituents with usable price data. Stocks without a usable December 31, 2025 baseline are excluded. Data: Yahoo Finance; sector assignments: Wikipedia GICS sectors.
Financials is averaging +10.10% year-to-date in 2026 across 76 S&P 500 stocks, with a median return of +12.45%. The sector's best performer is Franklin Resources (BEN) at +45.29%, and the weakest is Fidelity National Information Services (FIS) at -53.79%, as of November 04, 2026.
← All sectorsFor informational purposes only, not financial advice.
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