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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 %Weekly Change%
MKLMarkel  Insurance1641.59881.28%1.44%
FUNDSprott Focus Closed-End Fund - Equity7.93931.63%1.41%
SCHWCharles Schwab Brokerage73.28681.95%1.40%
HOPEHope Bancorp Regional Banks10.53321.64%1.40%
SKTTanger Factory REIT - Retail27.75501.20%1.39%
BRTBRT Apartments Mortgage17.50681.39%1.39%
PCNPIMCO Corporate Closed-End Fund - Debt13.10691.39%1.39%
TCBITexas Capital Regional - Southwest Banks60.28680.97%1.38%
LADRLadder Capital Mortgage11.18761.82%1.36%
BTZBlackRock Credit Closed-End Fund - Debt10.59741.24%1.34%
AMGAffiliated Managers Asset Mgmt162.601001.26%1.33%
SAMGSilvercrest Asset Asset Mgmt15.2867-0.59%1.33%
CRFCornerstone Total Asset Mgmt7.65761.19%1.32%
FBMSFirst Bancshares Regional Banks25.35861.73%1.32%
HBANHuntington Bancshares Regional Banks13.92681.90%1.31%
GBABGuggenheim Taxable Closed-End Fund - Debt16.25870.93%1.31%
JRINuveen Real Closed-End Fund - Equity11.56782.17%1.31%
KBKB  Foreign Banks57.54830.12%1.30%
EVGEaton Vance Closed-End Fund - Debt10.94932.43%1.30%
TYGTortoise Energy Closed-End Fund - Equity33.51832.48%1.30%
OXLCOxford Lane Closed-End Fund - Debt5.46930.92%1.30%
HAFCHanmi  Regional Banks15.76681.81%1.29%
MBINMMerchants Bancorp Banks - Regional25.94540.54%1.29%
NUNu  Banks - 11.8860-2.38%1.28%
CEMClearBridge MLP Closed-End Fund - Equity47.29832.03%1.26%
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 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 Sprott Focus Trust, Inc.FUND Sprott Focus Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 122.747 Millions
Recent Price: 7.93    
Smart Investing & Trading Score: 93
Day Percent Change: 1.63%    
Day Change: 0.13
Week Change: 1.41%    
Year-to-date Change: -0.9%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 73.28    
Smart Investing & Trading Score: 68
Day Percent Change: 1.95%    
Day Change: 1.40
Week Change: 1.4%    
Year-to-date Change: 6.5%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 10.53    
Smart Investing & Trading Score: 32
Day Percent Change: 1.64%    
Day Change: 0.17
Week Change: 1.4%    
Year-to-date Change: -12.8%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Tanger Factory Outlet Centers, Inc.SKT Tanger Factory Outlet Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 720.214 Millions
Recent Price: 27.75    
Smart Investing & Trading Score: 50
Day Percent Change: 1.20%    
Day Change: 0.33
Week Change: 1.39%    
Year-to-date Change: 0.1%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of BRT Apartments Corp.BRT BRT Apartments Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 163.239 Millions
Recent Price: 17.50    
Smart Investing & Trading Score: 68
Day Percent Change: 1.39%    
Day Change: 0.24
Week Change: 1.39%    
Year-to-date Change: -5.9%
BRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRT to Watchlist:       View:      Get Complete BRT Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 13.10    
Smart Investing & Trading Score: 69
Day Percent Change: 1.39%    
Day Change: 0.18
Week Change: 1.39%    
Year-to-date Change: 5.6%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Texas Capital Bancshares, Inc.TCBI Texas Capital Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1202.75 Millions
Recent Price: 60.28    
Smart Investing & Trading Score: 68
Day Percent Change: 0.97%    
Day Change: 0.58
Week Change: 1.38%    
Year-to-date Change: -6.7%
TCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBI to Watchlist:       View:      Get Complete TCBI Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 660.039 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 76
Day Percent Change: 1.82%    
Day Change: 0.20
Week Change: 1.36%    
Year-to-date Change: -2.9%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of BlackRock Credit Allocation Income TrustBTZ BlackRock Credit Allocation Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1023.07 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 74
Day Percent Change: 1.24%    
Day Change: 0.13
Week Change: 1.34%    
Year-to-date Change: 2.6%
BTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTZ to Watchlist:       View:      Get Complete BTZ Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 162.60    
Smart Investing & Trading Score: 100
Day Percent Change: 1.26%    
Day Change: 2.03
Week Change: 1.33%    
Year-to-date Change: 7.4%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of Silvercrest Asset Management Group Inc.SAMG Silvercrest Asset Management Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 116.303 Millions
Recent Price: 15.28    
Smart Investing & Trading Score: 67
Day Percent Change: -0.59%    
Day Change: -0.09
Week Change: 1.33%    
Year-to-date Change: -10.1%
SAMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAMG to Watchlist:       View:      Get Complete SAMG Trend Analysis ➞

Stock Chart of Cornerstone Total Return Fund, Inc.CRF Cornerstone Total Return Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 262.903 Millions
Recent Price: 7.65    
Smart Investing & Trading Score: 76
Day Percent Change: 1.19%    
Day Change: 0.09
Week Change: 1.32%    
Year-to-date Change: 8.4%
CRF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRF to Watchlist:       View:      Get Complete CRF Trend Analysis ➞

Stock Chart of The First Bancshares, Inc.FBMS The First Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 359.535 Millions
Recent Price: 25.35    
Smart Investing & Trading Score: 86
Day Percent Change: 1.73%    
Day Change: 0.43
Week Change: 1.32%    
Year-to-date Change: -13.6%
FBMS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBMS to Watchlist:       View:      Get Complete FBMS Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBAN Huntington Bancshares Incorporated
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 8468.1 Millions
Recent Price: 13.92    
Smart Investing & Trading Score: 68
Day Percent Change: 1.90%    
Day Change: 0.26
Week Change: 1.31%    
Year-to-date Change: 9.4%
HBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBAN to Watchlist:       View:      Get Complete HBAN Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 16.25    
Smart Investing & Trading Score: 87
Day Percent Change: 0.93%    
Day Change: 0.15
Week Change: 1.31%    
Year-to-date Change: 0.4%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.56    
Smart Investing & Trading Score: 78
Day Percent Change: 2.17%    
Day Change: 0.25
Week Change: 1.31%    
Year-to-date Change: -1.4%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of KB Financial Group Inc.KB KB Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 10853.9 Millions
Recent Price: 57.54    
Smart Investing & Trading Score: 83
Day Percent Change: 0.12%    
Day Change: 0.07
Week Change: 1.3%    
Year-to-date Change: 39.1%
KB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KB to Watchlist:       View:      Get Complete KB Trend Analysis ➞

Stock Chart of Eaton Vance Short Duration Diversified Income FundEVG Eaton Vance Short Duration Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 183.207 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 93
Day Percent Change: 2.43%    
Day Change: 0.26
Week Change: 1.3%    
Year-to-date Change: 5.4%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG 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 Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 5.46    
Smart Investing & Trading Score: 93
Day Percent Change: 0.92%    
Day Change: 0.05
Week Change: 1.3%    
Year-to-date Change: 10.5%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 15.76    
Smart Investing & Trading Score: 68
Day Percent Change: 1.81%    
Day Change: 0.28
Week Change: 1.29%    
Year-to-date Change: -18.8%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.94    
Smart Investing & Trading Score: 54
Day Percent Change: 0.54%    
Day Change: 0.14
Week Change: 1.29%    
Year-to-date Change: 5.1%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of Nu Holdings Ltd.NU Nu Holdings Ltd.
Sector: Financials
SubSector: Banks - Diversified
MarketCap: 37240 Millions
Recent Price: 11.88    
Smart Investing & Trading Score: 60
Day Percent Change: -2.38%    
Day Change: -0.29
Week Change: 1.28%    
Year-to-date Change: 42.5%
NU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NU to Watchlist:       View:      Get Complete NU Trend Analysis ➞

Stock Chart of ClearBridge MLP and Midstream Fund IncCEM ClearBridge MLP and Midstream Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 114.747 Millions
Recent Price: 47.29    
Smart Investing & Trading Score: 83
Day Percent Change: 2.03%    
Day Change: 0.94
Week Change: 1.26%    
Year-to-date Change: 18.0%
CEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEM to Watchlist:       View:      Get Complete CEM Trend Analysis ➞

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