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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 %
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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%
BRTBRT Apartments Mortgage17.50681.39-5.86%
PCNPIMCO Corporate Closed-End Fund - Debt13.10691.395.56%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.62801.395.18%
PDMPiedmont Office REIT - Office7.291001.392.53%
SBRASabra Health REIT14.58901.392.17%
BCSFBain Capital Asset Mgmt16.79701.3911.41%
SHOSunstone Hotel REIT10.28501.38-4.19%
AGNCNAGNC  Mortgage26.001001.384.71%
BGRBlackRock Energy Closed-End Fund - Equity13.30611.376.83%
PDOPimco Dynamic Closed-End Fund - Debt13.28861.379.12%
DEAEasterly Government REIT - Office11.84551.37-11.90%
CBRECBRE  Property Mgmt88.07471.37-5.39%
USALiberty All-Star Closed-End Fund - Equity6.72431.365.33%
ARRARMOUR Residential Mortgage19.34571.360.10%
NYMTNew York Mortgage5.95321.36-30.25%
WDWalker & Dunlop Mortgage95.99501.36-13.53%
OMFOneMain  Credit Services49.12581.36-0.16%
CNACNA  Insurance45.941001.358.58%
WTBAWest Ban Regional - Southwest Banks17.32651.35-18.30%
BLXBanco Latinoamericano Foreign Banks30.01581.3521.30%
BDJBlackRock Enhanced Closed-End Fund - Equity8.25711.357.28%
FSDFirst Trust Closed-End Fund - Debt12.051001.35-0.33%
FBRTFranklin BSP REIT - Mortgage12.74321.35-6.52%
NLYAnnaly Capital Mortgage19.70681.341.70%
GOODGladstone Commercial REIT - 14.39831.348.69%
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 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 Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 14.62    
Smart Investing & Trading Score: 80
Day Percent Change: 1.39%    
Day Change: 0.20
Week Change: 0.69%    
Year-to-date Change: 5.2%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

Stock Chart of Piedmont Office Realty Trust, Inc.PDM Piedmont Office Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 2097.46 Millions
Recent Price: 7.29    
Smart Investing & Trading Score: 100
Day Percent Change: 1.39%    
Day Change: 0.10
Week Change: 2.24%    
Year-to-date Change: 2.5%
PDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDM to Watchlist:       View:      Get Complete PDM Trend Analysis ➞

Stock Chart of Sabra Health Care REIT, Inc.SBRA Sabra Health Care REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2576.54 Millions
Recent Price: 14.58    
Smart Investing & Trading Score: 90
Day Percent Change: 1.39%    
Day Change: 0.20
Week Change: 1.11%    
Year-to-date Change: 2.2%
SBRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBRA to Watchlist:       View:      Get Complete SBRA Trend Analysis ➞

Stock Chart of Bain Capital Specialty Finance, Inc.BCSF Bain Capital Specialty Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 562.203 Millions
Recent Price: 16.79    
Smart Investing & Trading Score: 70
Day Percent Change: 1.39%    
Day Change: 0.23
Week Change: 3.83%    
Year-to-date Change: 11.4%
BCSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSF to Watchlist:       View:      Get Complete BCSF Trend Analysis ➞

Stock Chart of Sunstone Hotel Investors, Inc.SHO Sunstone Hotel Investors, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1861.04 Millions
Recent Price: 10.28    
Smart Investing & Trading Score: 50
Day Percent Change: 1.38%    
Day Change: 0.14
Week Change: -0.39%    
Year-to-date Change: -4.2%
SHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHO to Watchlist:       View:      Get Complete SHO Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 26.00    
Smart Investing & Trading Score: 100
Day Percent Change: 1.38%    
Day Change: 0.36
Week Change: 0.93%    
Year-to-date Change: 4.7%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 61
Day Percent Change: 1.37%    
Day Change: 0.18
Week Change: 1.22%    
Year-to-date Change: 6.8%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 13.28    
Smart Investing & Trading Score: 86
Day Percent Change: 1.37%    
Day Change: 0.18
Week Change: 0.11%    
Year-to-date Change: 9.1%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Easterly Government Properties, Inc.DEA Easterly Government Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 1832.56 Millions
Recent Price: 11.84    
Smart Investing & Trading Score: 55
Day Percent Change: 1.37%    
Day Change: 0.16
Week Change: 1.46%    
Year-to-date Change: -11.9%
DEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEA to Watchlist:       View:      Get Complete DEA Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 88.07    
Smart Investing & Trading Score: 47
Day Percent Change: 1.37%    
Day Change: 1.19
Week Change: 0.65%    
Year-to-date Change: -5.4%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 43
Day Percent Change: 1.36%    
Day Change: 0.09
Week Change: -0.88%    
Year-to-date Change: 5.3%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of ARMOUR Residential REIT, Inc.ARR ARMOUR Residential REIT, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 578.739 Millions
Recent Price: 19.34    
Smart Investing & Trading Score: 57
Day Percent Change: 1.36%    
Day Change: 0.26
Week Change: 1.9%    
Year-to-date Change: 0.1%
ARR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARR to Watchlist:       View:      Get Complete ARR Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 5.95    
Smart Investing & Trading Score: 32
Day Percent Change: 1.36%    
Day Change: 0.08
Week Change: 0.85%    
Year-to-date Change: -30.3%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of Walker & Dunlop, Inc.WD Walker & Dunlop, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1312.99 Millions
Recent Price: 95.99    
Smart Investing & Trading Score: 50
Day Percent Change: 1.36%    
Day Change: 1.29
Week Change: 0.8%    
Year-to-date Change: -13.5%
WD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WD to Watchlist:       View:      Get Complete WD Trend Analysis ➞

Stock Chart of OneMain Holdings, Inc.OMF OneMain Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2753.38 Millions
Recent Price: 49.12    
Smart Investing & Trading Score: 58
Day Percent Change: 1.36%    
Day Change: 0.66
Week Change: 1.59%    
Year-to-date Change: -0.2%
OMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OMF to Watchlist:       View:      Get Complete OMF Trend Analysis ➞

Stock Chart of CNA Financial CorporationCNA CNA Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9123.32 Millions
Recent Price: 45.94    
Smart Investing & Trading Score: 100
Day Percent Change: 1.35%    
Day Change: 0.61
Week Change: 4.29%    
Year-to-date Change: 8.6%
CNA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNA to Watchlist:       View:      Get Complete CNA Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 17.32    
Smart Investing & Trading Score: 65
Day Percent Change: 1.35%    
Day Change: 0.23
Week Change: -1.59%    
Year-to-date Change: -18.3%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Banco Latinoamericano de Comercio Exterior, S.ABLX Banco Latinoamericano de Comercio Exterior, S.A
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 390.471 Millions
Recent Price: 30.01    
Smart Investing & Trading Score: 58
Day Percent Change: 1.35%    
Day Change: 0.40
Week Change: -0.76%    
Year-to-date Change: 21.3%
BLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLX to Watchlist:       View:      Get Complete BLX Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.25    
Smart Investing & Trading Score: 71
Day Percent Change: 1.35%    
Day Change: 0.11
Week Change: 0%    
Year-to-date Change: 7.3%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 12.05    
Smart Investing & Trading Score: 100
Day Percent Change: 1.35%    
Day Change: 0.16
Week Change: 1.6%    
Year-to-date Change: -0.3%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of Franklin BSP Realty Trust, Inc.FBRT Franklin BSP Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1170 Millions
Recent Price: 12.74    
Smart Investing & Trading Score: 32
Day Percent Change: 1.35%    
Day Change: 0.17
Week Change: 0.71%    
Year-to-date Change: -6.5%
FBRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBRT to Watchlist:       View:      Get Complete FBRT Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 19.70    
Smart Investing & Trading Score: 68
Day Percent Change: 1.34%    
Day Change: 0.26
Week Change: 1.13%    
Year-to-date Change: 1.7%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOOD Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 425.253 Millions
Recent Price: 14.39    
Smart Investing & Trading Score: 83
Day Percent Change: 1.34%    
Day Change: 0.19
Week Change: 1.55%    
Year-to-date Change: 8.7%
GOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOOD to Watchlist:       View:      Get Complete GOOD Trend Analysis ➞

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