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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
May 20, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.

 Year To Date Performance: 13.01 %
 Weekly Performance: 1.58 %
 Daily Performance: 0.73 %
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Financial Sector Trend
95 / 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 %Weekly Change%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt19.3583-0.31%-0.51%
VCVInvesco California Closed-End Fund - Debt9.7543-0.31%-0.51%
COFCapital One Credit Services141.81260.54%-0.53%
UHTUniversal Health REIT37.3257-0.85%-0.53%
HIOWestern Asset Closed-End Fund - Debt3.7510-0.53%-0.53%
BSRRSierra Bancorp Regional Banks21.9468-0.14%-0.54%
WRBW. R. Insurance79.31500.92%-0.54%
NWLINational Western Life Insurance488.0145-0.66%-0.54%
RHPRyman Hospitality REIT105.3725-1.35%-0.54%
UTFCohen & Steers Infrastructure Fund Closed-End Fund - Equity23.5763-0.04%-0.55%
FITBFifth Third Regional Banks38.5676-0.10%-0.57%
BLWBlackRock  Closed-End Fund - Debt13.6633-0.07%-0.58%
FUNCFirst United Regional Banks22.35580.54%-0.58%
NXJNuveen New Asset Mgmt11.9845-0.21%-0.58%
HMSTHomeStreet  S&L10.27371.08%-0.58%
ACTEnact  Insurance - Specialty31.5178-0.06%-0.60%
DMOWestern Asset Asset Mgmt11.64630.34%-0.60%
ISTRInvestar Holding Regional - Southwest Banks16.18750.00%-0.61%
HASIHannon Armstrong REIT - 31.88760.03%-0.62%
FULTFulton  Regional Banks17.3676-0.63%-0.63%
NHSNeuberger Berman Asset Mgmt7.95370.00%-0.63%
PNFPPinnacle  Regional Banks83.0350-0.62%-0.66%
HPIJohn Hancock Closed-End Fund - Debt16.5838-0.06%-0.66%
NMZNuveen Municipal Asset Mgmt10.58830.00%-0.66%
EBMTEagle Bancorp Regional Banks13.09500.85%-0.68%
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 13.01% and is currently outperforming the overall market by 2.44% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 13.01%
**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 [526%] Fangdd Network[150%] Banco Macro[126%]
Grupo Financiero[112%] Banco BBVA[111%] SelectQuote [110%]
Gladstone Capital[107%] EverQuote [98%] Hippo [93%]
Grupo Supervielle[87%] Vista Oil[61%] Yiren Digital[61%]
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
Fangdd Network[360.3%] Xinyuan Real[53.3%] Iris Energy[25.7%]
Fathom [25.4%] Huize Holding[21.8%] First Foundation[19%]
Trupanion [17.2%] Bridge [16.7%] MicroSectors Gold[15.2%]
KE [13.9%] Douglas Elliman[13.6%] Citizens [13.4%]
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
Office Properties[-70%] New York[-64%] Texas Pacific[-61%]
Hywin [-57%] Douglas Elliman[-54%] FRP [-52%]
AlTi Global[-51%] Fathom [-49%] Fanhua [-47%]
OppFi [-43%] Offerpad [-43%] Granite Point[-43%]
.
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
Fangdd Network[100] Xinyuan Real[100] MicroSectors Gold[100]
Sprott Physical[100] Citizens & Northern[100] Sumitomo Mitsui[100]
First Community[100] Chubb [100] Angel Oak[100]
Sprott Physical[100] Iris Energy[100] Bridge [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  42.49950.731.5813.01%
IAIBroker-Dealers & Secs 119.471001.082.5910.08%
IYFFinancials  96.85950.431.7313.39%
IYGFinancial Services  67.11950.151.5612.34%
KRERegional Banking  51.19830.231.67-2.37%
IXGGlobal Financials  88.72880.211.4112.91%
VFHFinancials  103.00950.181.4511.64%
KBEBank  47.93830.441.254.15%
FASFinancial Bull 3X 112.32951.814.0635.9%
FAZFinancial Bear 3X 9.7510-1.71-3.75-28.68%
UYGFinancials  68.541001.232.7724.17%
IATRegional Banks  43.4276-0.261.023.78%
KIEInsurance  51.831000.881.0914.62%
PSCFSmallCap Financials  49.03950.281.44-0.31%
EUFNEurope Financials  24.13950.672.5115.12%
PGFFinancial Preferred  14.8152-0.100.681.58%
 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 Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 19.35    
Smart Investing & Trading Score: 83
Day Percent Change: -0.31%    
Day Change: -0.06
Week Change: -0.51%    
Year-to-date Change: 7.0%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 9.75    
Smart Investing & Trading Score: 43
Day Percent Change: -0.31%    
Day Change: -0.03
Week Change: -0.51%    
Year-to-date Change: -0.5%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 141.81    
Smart Investing & Trading Score: 26
Day Percent Change: 0.54%    
Day Change: 0.76
Week Change: -0.53%    
Year-to-date Change: 8.2%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 37.32    
Smart Investing & Trading Score: 57
Day Percent Change: -0.85%    
Day Change: -0.32
Week Change: -0.53%    
Year-to-date Change: -13.7%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.75    
Smart Investing & Trading Score: 10
Day Percent Change: -0.53%    
Day Change: -0.02
Week Change: -0.53%    
Year-to-date Change: -2.9%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of Sierra BancorpBSRR Sierra Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 256.929 Millions
Recent Price: 21.94    
Smart Investing & Trading Score: 68
Day Percent Change: -0.14%    
Day Change: -0.03
Week Change: -0.54%    
Year-to-date Change: -2.7%
BSRR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSRR to Watchlist:       View:      Get Complete BSRR Trend Analysis ➞

Stock Chart of W. R. Berkley CorporationWRB W. R. Berkley Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9863.82 Millions
Recent Price: 79.31    
Smart Investing & Trading Score: 50
Day Percent Change: 0.92%    
Day Change: 0.72
Week Change: -0.54%    
Year-to-date Change: 12.2%
WRB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRB to Watchlist:       View:      Get Complete WRB 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: 488.01    
Smart Investing & Trading Score: 45
Day Percent Change: -0.66%    
Day Change: -3.22
Week Change: -0.54%    
Year-to-date Change: 1.0%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Ryman Hospitality Properties, Inc.RHP Ryman Hospitality Properties, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1519.74 Millions
Recent Price: 105.37    
Smart Investing & Trading Score: 25
Day Percent Change: -1.35%    
Day Change: -1.44
Week Change: -0.54%    
Year-to-date Change: -4.3%
RHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RHP to Watchlist:       View:      Get Complete RHP Trend Analysis ➞

Stock Chart of Cohen & Steers Infrastructure Fund, IncUTF Cohen & Steers Infrastructure Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1195.37 Millions
Recent Price: 23.57    
Smart Investing & Trading Score: 63
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -0.55%    
Year-to-date Change: 11.0%
UTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTF to Watchlist:       View:      Get Complete UTF Trend Analysis ➞

Stock Chart of Fifth Third BancorpFITB Fifth Third Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10197 Millions
Recent Price: 38.56    
Smart Investing & Trading Score: 76
Day Percent Change: -0.10%    
Day Change: -0.04
Week Change: -0.57%    
Year-to-date Change: 11.8%
FITB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FITB to Watchlist:       View:      Get Complete FITB Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 13.66    
Smart Investing & Trading Score: 33
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -0.58%    
Year-to-date Change: -2.3%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.35    
Smart Investing & Trading Score: 58
Day Percent Change: 0.54%    
Day Change: 0.12
Week Change: -0.58%    
Year-to-date Change: -4.9%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.98    
Smart Investing & Trading Score: 45
Day Percent Change: -0.21%    
Day Change: -0.03
Week Change: -0.58%    
Year-to-date Change: 1.7%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 10.27    
Smart Investing & Trading Score: 37
Day Percent Change: 1.08%    
Day Change: 0.11
Week Change: -0.58%    
Year-to-date Change: -0.3%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Enact Holdings, Inc.ACT Enact Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 4010 Millions
Recent Price: 31.51    
Smart Investing & Trading Score: 78
Day Percent Change: -0.06%    
Day Change: -0.02
Week Change: -0.6%    
Year-to-date Change: 8.4%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.64    
Smart Investing & Trading Score: 63
Day Percent Change: 0.34%    
Day Change: 0.04
Week Change: -0.6%    
Year-to-date Change: 4.2%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 16.18    
Smart Investing & Trading Score: 75
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.61%    
Year-to-date Change: 8.5%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Hannon Armstrong Sustainable Infrastructure Capital, Inc.HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1405.93 Millions
Recent Price: 31.88    
Smart Investing & Trading Score: 76
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: -0.62%    
Year-to-date Change: 15.6%
HASI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HASI to Watchlist:       View:      Get Complete HASI Trend Analysis ➞

Stock Chart of Fulton Financial CorporationFULT Fulton Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2030.89 Millions
Recent Price: 17.36    
Smart Investing & Trading Score: 76
Day Percent Change: -0.63%    
Day Change: -0.11
Week Change: -0.63%    
Year-to-date Change: 5.5%
FULT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FULT to Watchlist:       View:      Get Complete FULT Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.95    
Smart Investing & Trading Score: 37
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.63%    
Year-to-date Change: 3.0%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of Pinnacle Financial Partners, Inc.PNFP Pinnacle Financial Partners, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2771.75 Millions
Recent Price: 83.03    
Smart Investing & Trading Score: 50
Day Percent Change: -0.62%    
Day Change: -0.52
Week Change: -0.66%    
Year-to-date Change: -4.8%
PNFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNFP to Watchlist:       View:      Get Complete PNFP Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.58    
Smart Investing & Trading Score: 38
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -0.66%    
Year-to-date Change: 5.1%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of Nuveen Municipal High Income Opportunity FundNMZ Nuveen Municipal High Income Opportunity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 845.303 Millions
Recent Price: 10.58    
Smart Investing & Trading Score: 83
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.66%    
Year-to-date Change: 7.1%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of Eagle Bancorp Montana, Inc.EBMT Eagle Bancorp Montana, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 106.929 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 50
Day Percent Change: 0.85%    
Day Change: 0.11
Week Change: -0.68%    
Year-to-date Change: -17.1%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

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