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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 PriceTrend ScoreChange %YTD Change%
EDDMorgan Stanley Closed-End Fund - Debt4.75610.42%1.93%
EOSEaton Vance Closed-End Fund - Equity20.66610.34%10.36%
BCHBanco de Foreign Banks23.68610.30%2.60%
CSQCalamos Strategic Closed-End Fund - Debt16.23610.25%9.15%
FBCGFidelity Blue Exchange Traded Fund40.01610.20%20.20%
STLGiShares Factors Exchange Traded Fund48.84610.14%18.89%
SBXCSilverBox Corp SPAC10.57610.00%2.22%
INTRInter & Co Banks - Regional6.0861-4.10%8.47%
BRDGBridge  Asset Mgmt7.7461-1.28%-21.26%
KRBNKraneShares Trust Exchange Traded Fund34.8461-1.05%-4.39%
BBARBanco BBVA Foreign Banks11.2961-0.53%107.54%
MRCCMonroe Capital Mortgage7.4261-0.27%5.02%
LGILazard Global Closed-End Fund - Foreign16.3561-0.24%6.72%
SFStifel  Brokerage80.95612.38%17.06%
FGF&G Annuities Insurance - Life40.41612.10%-12.35%
EQREquity Residential REIT65.03611.77%6.33%
WSFSWSFS  Regional Banks44.06611.71%-4.07%
TFCTruist  Regional Banks37.75611.70%2.25%
AVBAvalonBay Communities REIT192.68611.42%2.92%
BGRBlackRock Energy Closed-End Fund - Equity13.30611.37%6.83%
BYByline Bancorp Regional Banks23.10611.18%-1.95%
NTBBank of N.T. Butterfield & Son Foreign Banks34.07611.04%6.44%
FNBF.N.B  Regional Banks13.77611.03%0.00%
AMTBAmerant Bancorp Regional Banks22.04611.01%-10.30%
FFBCFirst  Regional Banks22.30611.00%-6.11%
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 Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.75    
Smart Investing & Trading Score: 61
Day Percent Change: 0.42%    
Day Change: 0.02
Week Change: -1.25%    
Year-to-date Change: 1.9%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income Fund IIEOS Eaton Vance Enhanced Equity Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 595.947 Millions
Recent Price: 20.66    
Smart Investing & Trading Score: 61
Day Percent Change: 0.34%    
Day Change: 0.07
Week Change: -1.05%    
Year-to-date Change: 10.4%
EOS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOS to Watchlist:       View:      Get Complete EOS Trend Analysis ➞

Stock Chart of Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 23.68    
Smart Investing & Trading Score: 61
Day Percent Change: 0.30%    
Day Change: 0.07
Week Change: -1.91%    
Year-to-date Change: 2.6%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 16.23    
Smart Investing & Trading Score: 61
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -1.4%    
Year-to-date Change: 9.2%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Growth ETFFBCG Fidelity Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.01    
Smart Investing & Trading Score: 61
Day Percent Change: 0.20%    
Day Change: 0.08
Week Change: -0.6%    
Year-to-date Change: 20.2%
FBCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCG to Watchlist:       View:      Get Complete FBCG Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 48.84    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.07
Week Change: -0.45%    
Year-to-date Change: 18.9%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of SilverBox Corp IIISBXC SilverBox Corp III
Sector: Financials
SubSector: SPAC
MarketCap: 174 Millions
Recent Price: 10.57    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.19%    
Year-to-date Change: 2.2%
SBXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBXC to Watchlist:       View:      Get Complete SBXC Trend Analysis ➞

Stock Chart of Inter & Co, Inc.INTR Inter & Co, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1250 Millions
Recent Price: 6.08    
Smart Investing & Trading Score: 61
Day Percent Change: -4.10%    
Day Change: -0.26
Week Change: -6.89%    
Year-to-date Change: 8.5%
INTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INTR to Watchlist:       View:      Get Complete INTR Trend Analysis ➞

Stock Chart of Bridge Investment Group Holdings Inc.BRDG Bridge Investment Group Holdings Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1320 Millions
Recent Price: 7.74    
Smart Investing & Trading Score: 61
Day Percent Change: -1.28%    
Day Change: -0.10
Week Change: -0.9%    
Year-to-date Change: -21.3%
BRDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRDG to Watchlist:       View:      Get Complete BRDG Trend Analysis ➞

Stock Chart of KraneShares Trust   KFA Global Carbon ETFKRBN KraneShares Trust KFA Global Carbon ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.84    
Smart Investing & Trading Score: 61
Day Percent Change: -1.05%    
Day Change: -0.37
Week Change: -1.89%    
Year-to-date Change: -4.4%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of Banco BBVA Argentina S.A.BBAR Banco BBVA Argentina S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 895.479 Millions
Recent Price: 11.29    
Smart Investing & Trading Score: 61
Day Percent Change: -0.53%    
Day Change: -0.06
Week Change: 14.74%    
Year-to-date Change: 107.5%
BBAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBAR to Watchlist:       View:      Get Complete BBAR Trend Analysis ➞

Stock Chart of Monroe Capital CorporationMRCC Monroe Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 139.439 Millions
Recent Price: 7.42    
Smart Investing & Trading Score: 61
Day Percent Change: -0.27%    
Day Change: -0.02
Week Change: 0.68%    
Year-to-date Change: 5.0%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 16.35    
Smart Investing & Trading Score: 61
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: -2.21%    
Year-to-date Change: 6.7%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI 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 F&G Annuities & Life, Inc.FG F&G Annuities & Life, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2960 Millions
Recent Price: 40.41    
Smart Investing & Trading Score: 61
Day Percent Change: 2.10%    
Day Change: 0.83
Week Change: -0.59%    
Year-to-date Change: -12.4%
FG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FG to Watchlist:       View:      Get Complete FG Trend Analysis ➞

Stock Chart of Equity ResidentialEQR Equity Residential
Sector: Financials
SubSector: REIT - Residential
MarketCap: 22061.9 Millions
Recent Price: 65.03    
Smart Investing & Trading Score: 61
Day Percent Change: 1.77%    
Day Change: 1.13
Week Change: -1.02%    
Year-to-date Change: 6.3%
EQR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQR to Watchlist:       View:      Get Complete EQR Trend Analysis ➞

Stock Chart of WSFS Financial CorporationWSFS WSFS Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1191.29 Millions
Recent Price: 44.06    
Smart Investing & Trading Score: 61
Day Percent Change: 1.71%    
Day Change: 0.74
Week Change: 0.2%    
Year-to-date Change: -4.1%
WSFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSFS to Watchlist:       View:      Get Complete WSFS Trend Analysis ➞

Stock Chart of Truist Financial CorporationTFC Truist Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 44928.5 Millions
Recent Price: 37.75    
Smart Investing & Trading Score: 61
Day Percent Change: 1.70%    
Day Change: 0.63
Week Change: -1.69%    
Year-to-date Change: 2.3%
TFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TFC to Watchlist:       View:      Get Complete TFC Trend Analysis ➞

Stock Chart of AvalonBay Communities, Inc.AVB AvalonBay Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 19921.9 Millions
Recent Price: 192.68    
Smart Investing & Trading Score: 61
Day Percent Change: 1.42%    
Day Change: 2.70
Week Change: -1.36%    
Year-to-date Change: 2.9%
AVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVB to Watchlist:       View:      Get Complete AVB 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 Byline Bancorp, Inc.BY Byline Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 381.87 Millions
Recent Price: 23.10    
Smart Investing & Trading Score: 61
Day Percent Change: 1.18%    
Day Change: 0.27
Week Change: -0.77%    
Year-to-date Change: -2.0%
BY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BY to Watchlist:       View:      Get Complete BY Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 34.07    
Smart Investing & Trading Score: 61
Day Percent Change: 1.04%    
Day Change: 0.35
Week Change: -1.16%    
Year-to-date Change: 6.4%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of F.N.B. CorporationFNB F.N.B. Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2445.55 Millions
Recent Price: 13.77    
Smart Investing & Trading Score: 61
Day Percent Change: 1.03%    
Day Change: 0.14
Week Change: -0.15%    
Year-to-date Change: 0.0%
FNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNB to Watchlist:       View:      Get Complete FNB Trend Analysis ➞

Stock Chart of Amerant Bancorp Inc.AMTB Amerant Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 653.87 Millions
Recent Price: 22.04    
Smart Investing & Trading Score: 61
Day Percent Change: 1.01%    
Day Change: 0.22
Week Change: -1.21%    
Year-to-date Change: -10.3%
AMTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTB to Watchlist:       View:      Get Complete AMTB Trend Analysis ➞

Stock Chart of First Financial Bancorp.FFBC First Financial Bancorp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1363.7 Millions
Recent Price: 22.30    
Smart Investing & Trading Score: 61
Day Percent Change: 1.00%    
Day Change: 0.22
Week Change: -1.28%    
Year-to-date Change: -6.1%
FFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFBC to Watchlist:       View:      Get Complete FFBC Trend Analysis ➞

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