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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%
SHGShinhan  Foreign Banks34.40631.2711.76%
AMGAffiliated Managers Asset Mgmt162.601001.267.38%
GAMGeneral American Closed-End Fund - Equity48.15811.2612.11%
GRBKGreen Brick Real Estatet54.60251.265.12%
NMRKNewmark  Property Mgmt10.41521.26-5.02%
HRHealthcare Realty REIT16.231001.25-5.80%
KRNYKearny  S&L5.67521.25-36.79%
RMAXRE/MAX  Property Mgmt8.09271.25-39.31%
EPRTEssential Properties REIT - 26.78681.254.77%
BTZBlackRock Credit Closed-End Fund - Debt10.59741.242.62%
ETVEaton Vance Closed-End Fund - Equity13.04731.245.76%
HBNCHorizon Bancorp Regional Banks12.22681.24-14.61%
FCPTFour Corners REIT24.41761.24-3.52%
PAGSPagSeguro Digital Credit Services12.25321.24-1.76%
THQTekla Healthcare Closed-End Fund - Equity19.83481.239.50%
FSKFS KKR Asset Mgmt20.501001.232.65%
REFIChicago Atlantic REIT - Mortgage15.70421.23-3.03%
BMEBlackRock Health Closed-End Fund - Equity39.89501.22-1.41%
EXGEaton Vance Closed-End Fund - Foreign8.27761.227.12%
GCBCGreene County S&L31.43731.2211.45%
BIGZBlackRock Innovation Closed-End Fund - Equity7.46451.221.08%
CATYCathay General Regional Banks36.84421.21-17.34%
VVRInvesco Senior Closed-End Fund - Debt4.18301.211.95%
NEANuveen AMT-Free  Investments10.87551.21-1.18%
FSBCFive Star Banks - Regional22.96421.21-12.30%
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 Shinhan Financial Group Co., Ltd.SHG Shinhan Financial Group Co., Ltd.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 9959.09 Millions
Recent Price: 34.40    
Smart Investing & Trading Score: 63
Day Percent Change: 1.27%    
Day Change: 0.43
Week Change: -1.71%    
Year-to-date Change: 11.8%
SHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHG to Watchlist:       View:      Get Complete SHG 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 General American Investors Company, Inc.GAM General American Investors Company, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.747 Millions
Recent Price: 48.15    
Smart Investing & Trading Score: 81
Day Percent Change: 1.26%    
Day Change: 0.60
Week Change: -0.02%    
Year-to-date Change: 12.1%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM Trend Analysis ➞

Stock Chart of Green Brick Partners, Inc.GRBK Green Brick Partners, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 341.819 Millions
Recent Price: 54.60    
Smart Investing & Trading Score: 25
Day Percent Change: 1.26%    
Day Change: 0.68
Week Change: -0.8%    
Year-to-date Change: 5.1%
GRBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRBK to Watchlist:       View:      Get Complete GRBK Trend Analysis ➞

Stock Chart of Newmark Group, Inc.NMRK Newmark Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 767.542 Millions
Recent Price: 10.41    
Smart Investing & Trading Score: 52
Day Percent Change: 1.26%    
Day Change: 0.13
Week Change: 0%    
Year-to-date Change: -5.0%
NMRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMRK to Watchlist:       View:      Get Complete NMRK Trend Analysis ➞

Stock Chart of Healthcare Realty Trust IncorporatedHR Healthcare Realty Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 3718.84 Millions
Recent Price: 16.23    
Smart Investing & Trading Score: 100
Day Percent Change: 1.25%    
Day Change: 0.20
Week Change: 3.71%    
Year-to-date Change: -5.8%
HR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HR to Watchlist:       View:      Get Complete HR Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.67    
Smart Investing & Trading Score: 52
Day Percent Change: 1.25%    
Day Change: 0.07
Week Change: 0%    
Year-to-date Change: -36.8%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of RE/MAX Holdings, Inc.RMAX RE/MAX Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 334.742 Millions
Recent Price: 8.09    
Smart Investing & Trading Score: 27
Day Percent Change: 1.25%    
Day Change: 0.10
Week Change: -1.58%    
Year-to-date Change: -39.3%
RMAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMAX to Watchlist:       View:      Get Complete RMAX Trend Analysis ➞

Stock Chart of Essential Properties Realty Trust, Inc.EPRT Essential Properties Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1424.43 Millions
Recent Price: 26.78    
Smart Investing & Trading Score: 68
Day Percent Change: 1.25%    
Day Change: 0.33
Week Change: -0.59%    
Year-to-date Change: 4.8%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT 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 Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 13.04    
Smart Investing & Trading Score: 73
Day Percent Change: 1.24%    
Day Change: 0.16
Week Change: 0.38%    
Year-to-date Change: 5.8%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Horizon Bancorp, Inc.HBNC Horizon Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 405.999 Millions
Recent Price: 12.22    
Smart Investing & Trading Score: 68
Day Percent Change: 1.24%    
Day Change: 0.15
Week Change: -0.16%    
Year-to-date Change: -14.6%
HBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBNC to Watchlist:       View:      Get Complete HBNC Trend Analysis ➞

Stock Chart of Four Corners Property Trust, Inc.FCPT Four Corners Property Trust, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1218.94 Millions
Recent Price: 24.41    
Smart Investing & Trading Score: 76
Day Percent Change: 1.24%    
Day Change: 0.30
Week Change: 1.24%    
Year-to-date Change: -3.5%
FCPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCPT to Watchlist:       View:      Get Complete FCPT Trend Analysis ➞

Stock Chart of PagSeguro Digital Ltd.PAGS PagSeguro Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 6500.78 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 32
Day Percent Change: 1.24%    
Day Change: 0.15
Week Change: -0.16%    
Year-to-date Change: -1.8%
PAGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAGS to Watchlist:       View:      Get Complete PAGS Trend Analysis ➞

Stock Chart of Tekla Healthcare Opportunities FundTHQ Tekla Healthcare Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 518.247 Millions
Recent Price: 19.83    
Smart Investing & Trading Score: 48
Day Percent Change: 1.23%    
Day Change: 0.24
Week Change: -1.54%    
Year-to-date Change: 9.5%
THQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THQ to Watchlist:       View:      Get Complete THQ Trend Analysis ➞

Stock Chart of FS KKR Capital Corp.FSK FS KKR Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 1262.33 Millions
Recent Price: 20.50    
Smart Investing & Trading Score: 100
Day Percent Change: 1.23%    
Day Change: 0.25
Week Change: 1.94%    
Year-to-date Change: 2.7%
FSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSK to Watchlist:       View:      Get Complete FSK Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.70    
Smart Investing & Trading Score: 42
Day Percent Change: 1.23%    
Day Change: 0.19
Week Change: 1.06%    
Year-to-date Change: -3.0%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.89    
Smart Investing & Trading Score: 50
Day Percent Change: 1.22%    
Day Change: 0.48
Week Change: -0.37%    
Year-to-date Change: -1.4%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Diversified Equity Income FundEXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 1635.47 Millions
Recent Price: 8.27    
Smart Investing & Trading Score: 76
Day Percent Change: 1.22%    
Day Change: 0.10
Week Change: 0.24%    
Year-to-date Change: 7.1%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG Trend Analysis ➞

Stock Chart of Greene County Bancorp, Inc.GCBC Greene County Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 314.83 Millions
Recent Price: 31.43    
Smart Investing & Trading Score: 73
Day Percent Change: 1.22%    
Day Change: 0.38
Week Change: -1.78%    
Year-to-date Change: 11.5%
GCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCBC to Watchlist:       View:      Get Complete GCBC Trend Analysis ➞

Stock Chart of BlackRock Innovation and Growth Term TrustBIGZ BlackRock Innovation and Growth Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1780 Millions
Recent Price: 7.46    
Smart Investing & Trading Score: 45
Day Percent Change: 1.22%    
Day Change: 0.09
Week Change: -0.8%    
Year-to-date Change: 1.1%
BIGZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIGZ to Watchlist:       View:      Get Complete BIGZ Trend Analysis ➞

Stock Chart of Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 36.84    
Smart Investing & Trading Score: 42
Day Percent Change: 1.21%    
Day Change: 0.44
Week Change: 1.66%    
Year-to-date Change: -17.3%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 507.307 Millions
Recent Price: 4.18    
Smart Investing & Trading Score: 30
Day Percent Change: 1.21%    
Day Change: 0.05
Week Change: -0.71%    
Year-to-date Change: 2.0%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.87    
Smart Investing & Trading Score: 55
Day Percent Change: 1.21%    
Day Change: 0.13
Week Change: -0.09%    
Year-to-date Change: -1.2%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 22.96    
Smart Investing & Trading Score: 42
Day Percent Change: 1.21%    
Day Change: 0.28
Week Change: -1.29%    
Year-to-date Change: -12.3%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

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