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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%
LKFNLakeland  Regional Banks62.03600.81%-4.80%
BLKBlackRock  Asset Mgmt772.03251.33%-4.90%
NKSHNational Bankshares Regional Banks30.76673.57%-4.91%
CUZCousins Properties REIT - 23.13632.03%-5.01%
CAFMorgan Stanley Closed-End Fund - Foreign12.1010-0.66%-5.02%
NMRKNewmark  Property Mgmt10.41521.26%-5.02%
MFAMFA  Mortgage10.70321.52%-5.06%
NBBNuveen Taxable Asset Mgmt14.99551.28%-5.07%
MBWMMercantile Bank Regional Banks38.31631.27%-5.13%
AFGEAmerican  Insurance18.4915-1.28%-5.18%
EQIXEquinix . REIT - 762.98250.31%-5.27%
PNIPIMCO New Closed-End Fund - Debt7.19300.43%-5.27%
HYIWestern Asset Asset Mgmt11.45170.57%-5.29%
DGICADonegal  Insurance13.24321.61%-5.36%
NCANuveen California Closed-End Fund - Debt8.48170.71%-5.36%
PVBCProvident Bancorp Banks9.53523.36%-5.36%
CBRECBRE  Property Mgmt88.07471.37%-5.39%
FRHCFreedom Holding Asset Mgmt76.2455-0.64%-5.41%
UNTYUnity Bancorp Banks27.981002.01%-5.44%
VRTSVirtus  Asset Mgmt228.59500.84%-5.45%
RWAYRunway Growth Credit Services11.98491.44%-5.45%
JRSNuveen Real Asset Mgmt7.39502.78%-5.50%
GTYGetty Realty REIT - Retail27.61681.32%-5.51%
SMBKSmart  Regional Banks23.14790.61%-5.51%
LRNZTrueShares Technology Exchange Traded Fund36.0625-1.71%-5.52%
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 Lakeland Financial CorporationLKFN Lakeland Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 903.27 Millions
Recent Price: 62.03    
Smart Investing & Trading Score: 60
Day Percent Change: 0.81%    
Day Change: 0.50
Week Change: 1.56%    
Year-to-date Change: -4.8%
LKFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LKFN to Watchlist:       View:      Get Complete LKFN Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 772.03    
Smart Investing & Trading Score: 25
Day Percent Change: 1.33%    
Day Change: 10.17
Week Change: -1.26%    
Year-to-date Change: -4.9%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of National Bankshares, Inc.NKSH National Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 209.759 Millions
Recent Price: 30.76    
Smart Investing & Trading Score: 67
Day Percent Change: 3.57%    
Day Change: 1.06
Week Change: 0.52%    
Year-to-date Change: -4.9%
NKSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKSH to Watchlist:       View:      Get Complete NKSH Trend Analysis ➞

Stock Chart of Cousins Properties IncorporatedCUZ Cousins Properties Incorporated
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 3828.13 Millions
Recent Price: 23.13    
Smart Investing & Trading Score: 63
Day Percent Change: 2.03%    
Day Change: 0.46
Week Change: 0.96%    
Year-to-date Change: -5.0%
CUZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUZ to Watchlist:       View:      Get Complete CUZ Trend Analysis ➞

Stock Chart of Morgan Stanley China A Share Fund, Inc.CAF Morgan Stanley China A Share Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 354.447 Millions
Recent Price: 12.10    
Smart Investing & Trading Score: 10
Day Percent Change: -0.66%    
Day Change: -0.08
Week Change: -1.63%    
Year-to-date Change: -5.0%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF 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 MFA Financial, Inc.MFA MFA Financial, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1869.69 Millions
Recent Price: 10.70    
Smart Investing & Trading Score: 32
Day Percent Change: 1.52%    
Day Change: 0.16
Week Change: 0.09%    
Year-to-date Change: -5.1%
MFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFA to Watchlist:       View:      Get Complete MFA Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 14.99    
Smart Investing & Trading Score: 55
Day Percent Change: 1.28%    
Day Change: 0.19
Week Change: 0%    
Year-to-date Change: -5.1%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Mercantile Bank CorporationMBWM Mercantile Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 372.77 Millions
Recent Price: 38.31    
Smart Investing & Trading Score: 63
Day Percent Change: 1.27%    
Day Change: 0.48
Week Change: 0.58%    
Year-to-date Change: -5.1%
MBWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBWM to Watchlist:       View:      Get Complete MBWM Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFGE American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2239.66 Millions
Recent Price: 18.49    
Smart Investing & Trading Score: 15
Day Percent Change: -1.28%    
Day Change: -0.24
Week Change: -0.59%    
Year-to-date Change: -5.2%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of Equinix, Inc. (REIT)EQIX Equinix, Inc. (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 45855.3 Millions
Recent Price: 762.98    
Smart Investing & Trading Score: 25
Day Percent Change: 0.31%    
Day Change: 2.35
Week Change: -0.41%    
Year-to-date Change: -5.3%
EQIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQIX to Watchlist:       View:      Get Complete EQIX Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 30
Day Percent Change: 0.43%    
Day Change: 0.03
Week Change: -0.96%    
Year-to-date Change: -5.3%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.45    
Smart Investing & Trading Score: 17
Day Percent Change: 0.57%    
Day Change: 0.06
Week Change: -0.35%    
Year-to-date Change: -5.3%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Donegal Group Inc.DGICA Donegal Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 350.512 Millions
Recent Price: 13.24    
Smart Investing & Trading Score: 32
Day Percent Change: 1.61%    
Day Change: 0.21
Week Change: 1.77%    
Year-to-date Change: -5.4%
DGICA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DGICA to Watchlist:       View:      Get Complete DGICA 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 Provident Bancorp, Inc.PVBC Provident Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 168.599 Millions
Recent Price: 9.53    
Smart Investing & Trading Score: 52
Day Percent Change: 3.36%    
Day Change: 0.31
Week Change: 1.49%    
Year-to-date Change: -5.4%
PVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PVBC to Watchlist:       View:      Get Complete PVBC 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 Freedom Holding Corp.FRHC Freedom Holding Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 777.003 Millions
Recent Price: 76.24    
Smart Investing & Trading Score: 55
Day Percent Change: -0.64%    
Day Change: -0.49
Week Change: -1.47%    
Year-to-date Change: -5.4%
FRHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRHC to Watchlist:       View:      Get Complete FRHC Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 27.98    
Smart Investing & Trading Score: 100
Day Percent Change: 2.01%    
Day Change: 0.55
Week Change: 0.36%    
Year-to-date Change: -5.4%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 228.59    
Smart Investing & Trading Score: 50
Day Percent Change: 0.84%    
Day Change: 1.90
Week Change: -1.74%    
Year-to-date Change: -5.5%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 11.98    
Smart Investing & Trading Score: 49
Day Percent Change: 1.44%    
Day Change: 0.17
Week Change: 1.1%    
Year-to-date Change: -5.5%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 156.003 Millions
Recent Price: 7.39    
Smart Investing & Trading Score: 50
Day Percent Change: 2.78%    
Day Change: 0.20
Week Change: -0.27%    
Year-to-date Change: -5.5%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Getty Realty Corp.GTY Getty Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 926.114 Millions
Recent Price: 27.61    
Smart Investing & Trading Score: 68
Day Percent Change: 1.32%    
Day Change: 0.36
Week Change: 1.06%    
Year-to-date Change: -5.5%
GTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTY to Watchlist:       View:      Get Complete GTY Trend Analysis ➞

Stock Chart of SmartFinancial, Inc.SMBK SmartFinancial, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 174.035 Millions
Recent Price: 23.14    
Smart Investing & Trading Score: 79
Day Percent Change: 0.61%    
Day Change: 0.14
Week Change: -0.26%    
Year-to-date Change: -5.5%
SMBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBK to Watchlist:       View:      Get Complete SMBK Trend Analysis ➞

Stock Chart of TrueShares Technology, AI and Deep Learning ETFLRNZ TrueShares Technology, AI and Deep Learning ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.06    
Smart Investing & Trading Score: 25
Day Percent Change: -1.71%    
Day Change: -0.63
Week Change: -5.87%    
Year-to-date Change: -5.5%
LRNZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LRNZ to Watchlist:       View:      Get Complete LRNZ Trend Analysis ➞

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