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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
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
12Stocks.com
Financial Sector Trend
78 / 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 %YTD Change%
BBDCBarings BDC Credit Services10.05930.60%17.13%
SFStifel  Brokerage80.95612.38%17.06%
HTLFHeartland  Regional - Southwest Banks43.96762.07%16.88%
CEFSprott Physical Asset Mgmt22.3751-1.19%16.81%
TYGTortoise Energy Closed-End Fund - Equity33.51832.48%16.48%
FDGAmerican Century Exchange Traded Fund82.87560.32%16.47%
GLREGreenlight Capital Insurance13.29760.99%16.37%
AIGAmerican  Insurance78.82680.73%16.34%
SLMBPSLM  Credit Services76.9541-0.19%16.33%
RNRRenaissanceRe  Insurance227.86660.13%16.26%
PRUPrudential  Life Insurance120.351001.53%16.04%
BRK.BBERKSHIRE HTH-B Insurance414.40781.42%15.96%
BSIGBrightSphere  Asset Mgmt22.1710-1.55%15.71%
MKLMarkel  Insurance1641.59881.28%15.61%
LAZLazard  Asset Mgmt40.2356-2.07%15.60%
BRK.ABERKSHIRE HTH-A Insurance627400.00781.57%15.47%
ADXAdams Diversified Closed-End Fund - Equity20.44831.74%15.42%
CHWCalamos Global Closed-End Fund - Equity6.66440.00%15.42%
CIBBancolombia S.A Foreign Banks35.4658-0.31%15.24%
TWNTaiwan Fund Closed-End Fund - Foreign39.8463-1.73%15.18%
JEFJefferies  Brokerage46.52831.59%15.12%
WELLWelltower  REIT103.671001.49%14.97%
AMPAmeriprise  Asset Mgmt436.61861.42%14.95%
AMKAssetMark  Asset Mgmt34.39590.20%14.82%
GOFGuggenheim Strategic Closed-End Fund - Debt14.68761.66%14.69%
For chart view version of above stock list: Chart View ➞
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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 10.74% and is currently outperforming the overall market by 0.95% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 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
Root [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
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
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
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
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-47%]
.
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
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[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 %
XLFFinancial  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 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 Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 10.05    
Smart Investing & Trading Score: 93
Day Percent Change: 0.60%    
Day Change: 0.06
Week Change: 1.01%    
Year-to-date Change: 17.1%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of Stifel Financial Corp.SF Stifel Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 2783.65 Millions
Recent Price: 80.95    
Smart Investing & Trading Score: 61
Day Percent Change: 2.38%    
Day Change: 1.88
Week Change: -0.15%    
Year-to-date Change: 17.1%
SF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SF to Watchlist:       View:      Get Complete SF Trend Analysis ➞

Stock Chart of Heartland Financial USA, Inc.HTLF Heartland Financial USA, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1143.85 Millions
Recent Price: 43.96    
Smart Investing & Trading Score: 76
Day Percent Change: 2.07%    
Day Change: 0.89
Week Change: 0.46%    
Year-to-date Change: 16.9%
HTLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTLF to Watchlist:       View:      Get Complete HTLF Trend Analysis ➞

Stock Chart of Sprott Physical Gold and Silver TrustCEF Sprott Physical Gold and Silver Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 2485.33 Millions
Recent Price: 22.37    
Smart Investing & Trading Score: 51
Day Percent Change: -1.19%    
Day Change: -0.27
Week Change: -0.27%    
Year-to-date Change: 16.8%
CEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEF to Watchlist:       View:      Get Complete CEF Trend Analysis ➞

Stock Chart of Tortoise Energy Infrastructure CorporationTYG Tortoise Energy Infrastructure Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.547 Millions
Recent Price: 33.51    
Smart Investing & Trading Score: 83
Day Percent Change: 2.48%    
Day Change: 0.81
Week Change: 1.3%    
Year-to-date Change: 16.5%
TYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TYG to Watchlist:       View:      Get Complete TYG Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 82.87    
Smart Investing & Trading Score: 56
Day Percent Change: 0.32%    
Day Change: 0.27
Week Change: -0.85%    
Year-to-date Change: 16.5%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG Trend Analysis ➞

Stock Chart of Greenlight Capital Re, Ltd.GLRE Greenlight Capital Re, Ltd.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 228.66 Millions
Recent Price: 13.29    
Smart Investing & Trading Score: 76
Day Percent Change: 0.99%    
Day Change: 0.13
Week Change: -1.26%    
Year-to-date Change: 16.4%
GLRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLRE to Watchlist:       View:      Get Complete GLRE Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 78.82    
Smart Investing & Trading Score: 68
Day Percent Change: 0.73%    
Day Change: 0.57
Week Change: 1.01%    
Year-to-date Change: 16.3%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of SLM CorporationSLMBP SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 11675.8 Millions
Recent Price: 76.95    
Smart Investing & Trading Score: 41
Day Percent Change: -0.19%    
Day Change: -0.15
Week Change: -0.11%    
Year-to-date Change: 16.3%
SLMBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLMBP to Watchlist:       View:      Get Complete SLMBP Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 227.86    
Smart Investing & Trading Score: 66
Day Percent Change: 0.13%    
Day Change: 0.30
Week Change: -0.35%    
Year-to-date Change: 16.3%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of Prudential Financial, Inc.PRU Prudential Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 21001.6 Millions
Recent Price: 120.35    
Smart Investing & Trading Score: 100
Day Percent Change: 1.53%    
Day Change: 1.81
Week Change: 0.83%    
Year-to-date Change: 16.0%
PRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRU to Watchlist:       View:      Get Complete PRU Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 414.40    
Smart Investing & Trading Score: 78
Day Percent Change: 1.42%    
Day Change: 5.79
Week Change: 1.72%    
Year-to-date Change: 16.0%
BRK.B Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.B to Watchlist:       View:      Get Complete BRK.B Trend Analysis ➞

Stock Chart of BrightSphere Investment Group Inc.BSIG BrightSphere Investment Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 430.103 Millions
Recent Price: 22.17    
Smart Investing & Trading Score: 10
Day Percent Change: -1.55%    
Day Change: -0.35
Week Change: -1.73%    
Year-to-date Change: 15.7%
BSIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSIG to Watchlist:       View:      Get Complete BSIG Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1641.59    
Smart Investing & Trading Score: 88
Day Percent Change: 1.28%    
Day Change: 20.76
Week Change: 1.44%    
Year-to-date Change: 15.6%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of Lazard LtdLAZ Lazard Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 3061.13 Millions
Recent Price: 40.23    
Smart Investing & Trading Score: 56
Day Percent Change: -2.07%    
Day Change: -0.85
Week Change: -3.29%    
Year-to-date Change: 15.6%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 627400.00    
Smart Investing & Trading Score: 78
Day Percent Change: 1.57%    
Day Change: 9710.00
Week Change: 1.87%    
Year-to-date Change: 15.5%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of Adams Diversified Equity Fund, Inc.ADX Adams Diversified Equity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1172.77 Millions
Recent Price: 20.44    
Smart Investing & Trading Score: 83
Day Percent Change: 1.74%    
Day Change: 0.35
Week Change: -1.4%    
Year-to-date Change: 15.4%
ADX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ADX to Watchlist:       View:      Get Complete ADX Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.66    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.45%    
Year-to-date Change: 15.4%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Bancolombia S.A.CIB Bancolombia S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 5031.99 Millions
Recent Price: 35.46    
Smart Investing & Trading Score: 58
Day Percent Change: -0.31%    
Day Change: -0.11
Week Change: 0.45%    
Year-to-date Change: 15.2%
CIB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIB to Watchlist:       View:      Get Complete CIB Trend Analysis ➞

Stock Chart of The Taiwan Fund, Inc.TWN The Taiwan Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 110.547 Millions
Recent Price: 39.84    
Smart Investing & Trading Score: 63
Day Percent Change: -1.73%    
Day Change: -0.70
Week Change: -1.82%    
Year-to-date Change: 15.2%
TWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWN to Watchlist:       View:      Get Complete TWN Trend Analysis ➞

Stock Chart of Jefferies Financial Group Inc.JEF Jefferies Financial Group Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 3987.15 Millions
Recent Price: 46.52    
Smart Investing & Trading Score: 83
Day Percent Change: 1.59%    
Day Change: 0.73
Week Change: 0.11%    
Year-to-date Change: 15.1%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of Welltower Inc.WELL Welltower Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 21398.8 Millions
Recent Price: 103.67    
Smart Investing & Trading Score: 100
Day Percent Change: 1.49%    
Day Change: 1.52
Week Change: 2.78%    
Year-to-date Change: 15.0%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 436.61    
Smart Investing & Trading Score: 86
Day Percent Change: 1.42%    
Day Change: 6.10
Week Change: -0.99%    
Year-to-date Change: 15.0%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of AssetMark Financial Holdings, Inc.AMK AssetMark Financial Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1296.33 Millions
Recent Price: 34.39    
Smart Investing & Trading Score: 59
Day Percent Change: 0.20%    
Day Change: 0.07
Week Change: 0.85%    
Year-to-date Change: 14.8%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK Trend Analysis ➞

Stock Chart of Guggenheim Strategic Opportunities FundGOF Guggenheim Strategic Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 609.107 Millions
Recent Price: 14.68    
Smart Investing & Trading Score: 76
Day Percent Change: 1.66%    
Day Change: 0.24
Week Change: 0.14%    
Year-to-date Change: 14.7%
GOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOF to Watchlist:       View:      Get Complete GOF Trend Analysis ➞

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