3 Financial Stocks That Can Diversify a Tech-Heavy Portfolio

2026-01-07 18:03:00 ET

In 2025, big tech remained in the driver's seat, both in terms of economic growth and stock market gains. All bets are off whether the key factor behind this, the artificial intelligence (AI) boom, will persist into 2026. However, whether tech takes off again this year, it may be time to start cycling into another promising sector: financials.

Financial stocks held up well during the prior year, in large part thanks to favorable developments such as interest rate cuts from the Federal Reserve . However, in contrast to 2025, the macroeconomic backdrop could improve more rapidly as inflation eases and the Fed possibly speeds up rate cuts.

So, what are some of the financial stocks that stand to win this year? These three stand out: SoFi Technologies (NASDAQ: SOFI) , S&P Global (NYSE: SPGI) , and UWM Holdings (NYSE: UWMC) .

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