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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%
FHBFirst Hawaiian Regional Banks20.33170.25-11.07%
MMDMainStay MacKay Closed-End Fund - Debt16.20250.25-0.31%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.86430.254.77%
NYMTLNew York REIT - Mortgage19.86490.251.33%
PFLPIMCO ome Closed-End Fund - Debt8.29220.24-1.78%
SKWDSkyward Specialty Insurance - Property & Casualty37.32580.249.93%
GINNGoldman Sachs Exchange Traded Fund55.85640.226.53%
RMTRoyce Micro-Cap Closed-End Fund - Equity9.69690.214.87%
HYTBlackRock Corporate Closed-End Fund - Debt9.70250.212.86%
VMOInvesco Municipal Closed-End Fund - Debt9.77750.211.66%
BUYZFranklin Disruptive Exchange Traded Fund30.3680.215.46%
ACGLNArch Capital Insurance - 19.54400.21-3.41%
FNFFidelity National Insurance50.36380.20-1.29%
AMKAssetMark  Asset Mgmt34.39590.2014.82%
FUNCFirst United Regional Banks20.13250.20-14.38%
NWLINational Western Life Insurance490.50750.201.55%
ECCEagle Point Closed-End Fund - Debt10.19760.207.26%
FBCGFidelity Blue Exchange Traded Fund40.01610.2020.20%
GCORGoldman Sachs Exchange Traded Fund40.52550.20-3.13%
SRGSeritage Growth REIT - 5.26170.19-43.74%
PWPPerella Weinberg Capital Markets15.44460.1925.02%
PFTAPortage Fintech SPAC10.82510.192.56%
HTBIHomeTrust Bancshares Regional Banks27.61810.182.56%
CFFSCF Acquisition SPAC11.01830.181.52%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.72680.174.64%
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 First Hawaiian, Inc.FHB First Hawaiian, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2398.99 Millions
Recent Price: 20.33    
Smart Investing & Trading Score: 17
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: -1.17%    
Year-to-date Change: -11.1%
FHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHB to Watchlist:       View:      Get Complete FHB Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.20    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -0.8%    
Year-to-date Change: -0.3%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.86    
Smart Investing & Trading Score: 43
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: -0.13%    
Year-to-date Change: 4.8%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.86    
Smart Investing & Trading Score: 49
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 0.91%    
Year-to-date Change: 1.3%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of PIMCO Income Strategy FundPFL PIMCO Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 223.707 Millions
Recent Price: 8.29    
Smart Investing & Trading Score: 22
Day Percent Change: 0.24%    
Day Change: 0.02
Week Change: 0.12%    
Year-to-date Change: -1.8%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of Skyward Specialty Insurance Group, Inc.SKWD Skyward Specialty Insurance Group, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 936 Millions
Recent Price: 37.32    
Smart Investing & Trading Score: 58
Day Percent Change: 0.24%    
Day Change: 0.09
Week Change: 3.71%    
Year-to-date Change: 9.9%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of Goldman Sachs Innovate Equity ETFGINN Goldman Sachs Innovate Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.85    
Smart Investing & Trading Score: 64
Day Percent Change: 0.22%    
Day Change: 0.12
Week Change: -0.71%    
Year-to-date Change: 6.5%
GINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GINN to Watchlist:       View:      Get Complete GINN Trend Analysis ➞

Stock Chart of Royce Micro-Cap Trust, Inc.RMT Royce Micro-Cap Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 195.647 Millions
Recent Price: 9.69    
Smart Investing & Trading Score: 69
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: -0.31%    
Year-to-date Change: 4.9%
RMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMT to Watchlist:       View:      Get Complete RMT Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund, Inc.HYT BlackRock Corporate High Yield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 902.007 Millions
Recent Price: 9.70    
Smart Investing & Trading Score: 25
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: -0.21%    
Year-to-date Change: 2.9%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.77    
Smart Investing & Trading Score: 75
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: -1.81%    
Year-to-date Change: 1.7%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Franklin Disruptive Commerce ETFBUYZ Franklin Disruptive Commerce ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.36    
Smart Investing & Trading Score: 8
Day Percent Change: 0.21%    
Day Change: 0.06
Week Change: -0.27%    
Year-to-date Change: 5.5%
BUYZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUYZ to Watchlist:       View:      Get Complete BUYZ Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.54    
Smart Investing & Trading Score: 40
Day Percent Change: 0.21%    
Day Change: 0.04
Week Change: -0.51%    
Year-to-date Change: -3.4%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of Fidelity National Financial, Inc.FNF Fidelity National Financial, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 6532.18 Millions
Recent Price: 50.36    
Smart Investing & Trading Score: 38
Day Percent Change: 0.20%    
Day Change: 0.10
Week Change: -0.77%    
Year-to-date Change: -1.3%
FNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNF to Watchlist:       View:      Get Complete FNF Trend Analysis ➞

Stock Chart of AssetMark Financial Holdings, Inc.AMK AssetMark Financial Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1296.33 Millions
Recent Price: 34.39    
Smart Investing & Trading Score: 59
Day Percent Change: 0.20%    
Day Change: 0.07
Week Change: 0.85%    
Year-to-date Change: 14.8%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 20.13    
Smart Investing & Trading Score: 25
Day Percent Change: 0.20%    
Day Change: 0.04
Week Change: -6.42%    
Year-to-date Change: -14.4%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 490.50    
Smart Investing & Trading Score: 75
Day Percent Change: 0.20%    
Day Change: 0.98
Week Change: 0.49%    
Year-to-date Change: 1.6%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 173.207 Millions
Recent Price: 10.19    
Smart Investing & Trading Score: 76
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 7.3%
ECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECC to Watchlist:       View:      Get Complete ECC 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 Goldman Sachs Access U.S. Aggregate Bond ETFGCOR Goldman Sachs Access U.S. Aggregate Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.52    
Smart Investing & Trading Score: 55
Day Percent Change: 0.20%    
Day Change: 0.08
Week Change: -0.11%    
Year-to-date Change: -3.1%
GCOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCOR to Watchlist:       View:      Get Complete GCOR Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 5.26    
Smart Investing & Trading Score: 17
Day Percent Change: 0.19%    
Day Change: 0.01
Week Change: -6.41%    
Year-to-date Change: -43.7%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of Perella Weinberg PartnersPWP Perella Weinberg Partners
Sector: Financials
SubSector: Capital Markets
MarketCap: 705 Millions
Recent Price: 15.44    
Smart Investing & Trading Score: 46
Day Percent Change: 0.19%    
Day Change: 0.03
Week Change: -1.22%    
Year-to-date Change: 25.0%
PWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PWP to Watchlist:       View:      Get Complete PWP Trend Analysis ➞

Stock Chart of Portage Fintech Acquisition CorporationPFTA Portage Fintech Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 336 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 51
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: -1.46%    
Year-to-date Change: 2.6%
PFTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFTA to Watchlist:       View:      Get Complete PFTA Trend Analysis ➞

Stock Chart of HomeTrust Bancshares, Inc.HTBI HomeTrust Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 238.899 Millions
Recent Price: 27.61    
Smart Investing & Trading Score: 81
Day Percent Change: 0.18%    
Day Change: 0.05
Week Change: -2.09%    
Year-to-date Change: 2.6%
HTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBI to Watchlist:       View:      Get Complete HTBI Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 11.01    
Smart Investing & Trading Score: 83
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.46%    
Year-to-date Change: 1.5%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 68
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 4.6%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

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