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Best Financial Stocks

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%
HSTHost Hotels REIT17.94200.73-7.86%
PEBOPeoples Bancorp Regional Banks29.15510.73-13.66%
CGBDTCG BDC Asset Mgmt17.92880.7319.79%
WDHWaterdrop  Insurance - 1.38760.7331.81%
FCTFirst Trust Closed-End Fund - Debt10.47830.723.77%
MUABlackRock MuniAssets Closed-End Fund - Debt10.95250.723.40%
MVFBlackRock MuniVest Asset Mgmt6.95580.72-2.39%
GSBDGoldman Sachs Brokerage15.38630.724.98%
DIAXNuveen Dow Closed-End Fund - Equity13.90100.72-0.71%
RJFRaymond James Brokerage122.75490.7110.09%
LXPLexington Realty REIT - 8.50420.71-14.31%
CIACitizens  Life Insurance2.85680.715.95%
INDBIndependent Bank Regional Banks50.79420.71-22.82%
DRHDiamondRock Hospitality REIT8.47270.71-9.80%
LYGLloyds Banking Foreign Banks2.82900.7117.99%
CACCCredit Acceptance Credit Services490.83320.71-7.87%
CXEMFS High Closed-End Fund - Debt3.56450.710.42%
NCANuveen California Closed-End Fund - Debt8.48170.71-5.36%
PBProsperity Bancshares Regional - Southwest Banks62.30500.71-8.02%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.50730.711.67%
WRLDWorld Acceptance Credit Services128.49580.70-1.56%
SFNCSimmons First Banks17.38320.70-12.40%
ARCCAres Capital  Investments21.571000.707.69%
NQPNuveen Pennsylvania Closed-End Fund - Debt11.55430.70-0.26%
AESRAnfield U.S. Exchange Traded Fund15.72610.7013.67%
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 Host Hotels & Resorts, Inc.HST Host Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 8253.74 Millions
Recent Price: 17.94    
Smart Investing & Trading Score: 20
Day Percent Change: 0.73%    
Day Change: 0.13
Week Change: -1.97%    
Year-to-date Change: -7.9%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 29.15    
Smart Investing & Trading Score: 51
Day Percent Change: 0.73%    
Day Change: 0.21
Week Change: -0.34%    
Year-to-date Change: -13.7%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of TCG BDC, Inc.CGBD TCG BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 379.003 Millions
Recent Price: 17.92    
Smart Investing & Trading Score: 88
Day Percent Change: 0.73%    
Day Change: 0.13
Week Change: 0.08%    
Year-to-date Change: 19.8%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

Stock Chart of Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.38    
Smart Investing & Trading Score: 76
Day Percent Change: 0.73%    
Day Change: 0.01
Week Change: -3.83%    
Year-to-date Change: 31.8%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.47    
Smart Investing & Trading Score: 83
Day Percent Change: 0.72%    
Day Change: 0.08
Week Change: 0.77%    
Year-to-date Change: 3.8%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.95    
Smart Investing & Trading Score: 25
Day Percent Change: 0.72%    
Day Change: 0.08
Week Change: -0.99%    
Year-to-date Change: 3.4%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.95    
Smart Investing & Trading Score: 58
Day Percent Change: 0.72%    
Day Change: 0.05
Week Change: -0.86%    
Year-to-date Change: -2.4%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of Goldman Sachs BDC, Inc.GSBD Goldman Sachs BDC, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 519.005 Millions
Recent Price: 15.38    
Smart Investing & Trading Score: 63
Day Percent Change: 0.72%    
Day Change: 0.11
Week Change: 1.25%    
Year-to-date Change: 5.0%
GSBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBD to Watchlist:       View:      Get Complete GSBD Trend Analysis ➞

Stock Chart of Nuveen Dow 30 Dynamic Overwrite FundDIAX Nuveen Dow 30 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 379.747 Millions
Recent Price: 13.90    
Smart Investing & Trading Score: 10
Day Percent Change: 0.72%    
Day Change: 0.10
Week Change: -1.91%    
Year-to-date Change: -0.7%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of Raymond James Financial, Inc.RJF Raymond James Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 9490.65 Millions
Recent Price: 122.75    
Smart Investing & Trading Score: 49
Day Percent Change: 0.71%    
Day Change: 0.86
Week Change: -2.47%    
Year-to-date Change: 10.1%
RJF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RJF to Watchlist:       View:      Get Complete RJF Trend Analysis ➞

Stock Chart of Lexington Realty TrustLXP Lexington Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2483.43 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 42
Day Percent Change: 0.71%    
Day Change: 0.06
Week Change: -0.12%    
Year-to-date Change: -14.3%
LXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LXP to Watchlist:       View:      Get Complete LXP Trend Analysis ➞

Stock Chart of Citizens, Inc.CIA Citizens, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 341.986 Millions
Recent Price: 2.85    
Smart Investing & Trading Score: 68
Day Percent Change: 0.71%    
Day Change: 0.02
Week Change: 0.71%    
Year-to-date Change: 6.0%
CIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIA to Watchlist:       View:      Get Complete CIA Trend Analysis ➞

Stock Chart of Independent Bank Corp.INDB Independent Bank Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2347.09 Millions
Recent Price: 50.79    
Smart Investing & Trading Score: 42
Day Percent Change: 0.71%    
Day Change: 0.36
Week Change: -0.24%    
Year-to-date Change: -22.8%
INDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INDB to Watchlist:       View:      Get Complete INDB Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 27
Day Percent Change: 0.71%    
Day Change: 0.06
Week Change: -0.12%    
Year-to-date Change: -9.8%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Lloyds Banking Group plcLYG Lloyds Banking Group plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 28885.4 Millions
Recent Price: 2.82    
Smart Investing & Trading Score: 90
Day Percent Change: 0.71%    
Day Change: 0.02
Week Change: 2.55%    
Year-to-date Change: 18.0%
LYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LYG to Watchlist:       View:      Get Complete LYG Trend Analysis ➞

Stock Chart of Credit Acceptance CorporationCACC Credit Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 5219.28 Millions
Recent Price: 490.83    
Smart Investing & Trading Score: 32
Day Percent Change: 0.71%    
Day Change: 3.44
Week Change: 1.98%    
Year-to-date Change: -7.9%
CACC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CACC to Watchlist:       View:      Get Complete CACC Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.56    
Smart Investing & Trading Score: 45
Day Percent Change: 0.71%    
Day Change: 0.02
Week Change: -0.56%    
Year-to-date Change: 0.4%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.48    
Smart Investing & Trading Score: 17
Day Percent Change: 0.71%    
Day Change: 0.06
Week Change: -0.47%    
Year-to-date Change: -5.4%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 62.30    
Smart Investing & Trading Score: 50
Day Percent Change: 0.71%    
Day Change: 0.44
Week Change: 0.34%    
Year-to-date Change: -8.0%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 73
Day Percent Change: 0.71%    
Day Change: 0.06
Week Change: 0.47%    
Year-to-date Change: 1.7%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 128.49    
Smart Investing & Trading Score: 58
Day Percent Change: 0.70%    
Day Change: 0.89
Week Change: 2.26%    
Year-to-date Change: -1.6%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of Simmons First National CorporationSFNC Simmons First National Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2125.49 Millions
Recent Price: 17.38    
Smart Investing & Trading Score: 32
Day Percent Change: 0.70%    
Day Change: 0.12
Week Change: -1.53%    
Year-to-date Change: -12.4%
SFNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFNC to Watchlist:       View:      Get Complete SFNC Trend Analysis ➞

Stock Chart of Ares Capital CorporationARCC Ares Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 4478.8 Millions
Recent Price: 21.57    
Smart Investing & Trading Score: 100
Day Percent Change: 0.70%    
Day Change: 0.15
Week Change: 1.03%    
Year-to-date Change: 7.7%
ARCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARCC to Watchlist:       View:      Get Complete ARCC Trend Analysis ➞

Stock Chart of Nuveen Pennsylvania Quality Municipal Income FundNQP Nuveen Pennsylvania Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 443.707 Millions
Recent Price: 11.55    
Smart Investing & Trading Score: 43
Day Percent Change: 0.70%    
Day Change: 0.08
Week Change: -1.28%    
Year-to-date Change: -0.3%
NQP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NQP to Watchlist:       View:      Get Complete NQP Trend Analysis ➞

Stock Chart of Anfield U.S. Equity Sector Rotation ETFAESR Anfield U.S. Equity Sector Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 15.72    
Smart Investing & Trading Score: 61
Day Percent Change: 0.70%    
Day Change: 0.11
Week Change: -0.38%    
Year-to-date Change: 13.7%
AESR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AESR to Watchlist:       View:      Get Complete AESR Trend Analysis ➞

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