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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 %
12Stocks.com
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%
BBDCBarings BDC Credit Services9.84620.20%1.23%
JOETVirtus Terranova Exchange Traded Fund34.17780.09%1.23%
CVBFCVB  Regional Banks17.43830.58%1.22%
GLREGreenlight Capital Insurance13.26951.14%1.22%
AUBAtlantic Union Regional Banks34.371001.21%1.22%
FDGAmerican Century Exchange Traded Fund82.77780.07%1.21%
TEAFTortoise Essential Asset Mgmt11.92950.48%1.21%
UCBIUnited Community Regional Banks26.96830.41%1.20%
ABCBAmeris Bancorp Regional Banks50.45900.42%1.20%
BOEBlackRock Enhanced Closed-End Fund - Foreign10.5583-0.09%1.20%
HTBKHeritage Commerce Regional Banks8.501001.07%1.19%
WIAWestern Asset Closed-End Fund - Debt8.1170-0.31%1.19%
BRK.BBERKSHIRE HTH-B Insurance416.94950.92%1.19%
BRK.ABERKSHIRE HTH-A Insurance629375.00950.68%1.19%
FLVAmerican Century Exchange Traded Fund65.81950.05%1.19%
KRCKilroy Realty REIT - Office34.4237-0.95%1.18%
GLOClough Global Asset Mgmt5.13900.00%1.18%
VPVInvesco Pennsylvania Closed-End Fund - Debt10.33950.68%1.18%
FBMSFirst Bancshares Regional Banks25.8090-0.35%1.18%
BHFAMBrighthouse  Insurance - Life16.2658-1.39%1.18%
EVMEaton Vance Asset Mgmt9.5590-0.05%1.17%
ECCCEagle Point Closed-End Fund - Debt22.44580.49%1.17%
MBINMMerchants Bancorp Banks - Regional26.00860.39%1.17%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.93640.80%1.16%
PMOPutnam Municipal Closed-End Fund - Debt10.1275-0.25%1.15%
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 Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 62
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 1.23%    
Year-to-date Change: 14.7%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of Virtus Terranova U.S. Quality Momentum ETFJOET Virtus Terranova U.S. Quality Momentum ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.17    
Smart Investing & Trading Score: 78
Day Percent Change: 0.09%    
Day Change: 0.03
Week Change: 1.23%    
Year-to-date Change: 11.5%
JOET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOET to Watchlist:       View:      Get Complete JOET Trend Analysis ➞

Stock Chart of CVB Financial Corp.CVBF CVB Financial Corp.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2699.99 Millions
Recent Price: 17.43    
Smart Investing & Trading Score: 83
Day Percent Change: 0.58%    
Day Change: 0.10
Week Change: 1.22%    
Year-to-date Change: -13.7%
CVBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVBF to Watchlist:       View:      Get Complete CVBF Trend Analysis ➞

Stock Chart of Greenlight Capital Re, Ltd.GLRE Greenlight Capital Re, Ltd.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 228.66 Millions
Recent Price: 13.26    
Smart Investing & Trading Score: 95
Day Percent Change: 1.14%    
Day Change: 0.15
Week Change: 1.22%    
Year-to-date Change: 16.1%
GLRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLRE to Watchlist:       View:      Get Complete GLRE Trend Analysis ➞

Stock Chart of Atlantic Union Bankshares CorporationAUB Atlantic Union Bankshares Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1728.79 Millions
Recent Price: 34.37    
Smart Investing & Trading Score: 100
Day Percent Change: 1.21%    
Day Change: 0.41
Week Change: 1.22%    
Year-to-date Change: -5.9%
AUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUB to Watchlist:       View:      Get Complete AUB Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 82.77    
Smart Investing & Trading Score: 78
Day Percent Change: 0.07%    
Day Change: 0.06
Week Change: 1.21%    
Year-to-date Change: 16.3%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.92    
Smart Investing & Trading Score: 95
Day Percent Change: 0.48%    
Day Change: 0.06
Week Change: 1.21%    
Year-to-date Change: 1.8%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of United Community Banks, Inc.UCBI United Community Banks, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1593.99 Millions
Recent Price: 26.96    
Smart Investing & Trading Score: 83
Day Percent Change: 0.41%    
Day Change: 0.11
Week Change: 1.2%    
Year-to-date Change: -7.9%
UCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UCBI to Watchlist:       View:      Get Complete UCBI Trend Analysis ➞

Stock Chart of Ameris BancorpABCB Ameris Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1537.79 Millions
Recent Price: 50.45    
Smart Investing & Trading Score: 90
Day Percent Change: 0.42%    
Day Change: 0.21
Week Change: 1.2%    
Year-to-date Change: -4.9%
ABCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABCB to Watchlist:       View:      Get Complete ABCB Trend Analysis ➞

Stock Chart of BlackRock Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.847 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 83
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.2%    
Year-to-date Change: 6.4%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 416.129 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 100
Day Percent Change: 1.07%    
Day Change: 0.09
Week Change: 1.19%    
Year-to-date Change: -14.3%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 8.11    
Smart Investing & Trading Score: 70
Day Percent Change: -0.31%    
Day Change: -0.03
Week Change: 1.19%    
Year-to-date Change: -0.2%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 416.94    
Smart Investing & Trading Score: 95
Day Percent Change: 0.92%    
Day Change: 3.82
Week Change: 1.19%    
Year-to-date Change: 16.7%
BRK.B Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.B to Watchlist:       View:      Get Complete BRK.B Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 629375.00    
Smart Investing & Trading Score: 95
Day Percent Change: 0.68%    
Day Change: 4275.00
Week Change: 1.19%    
Year-to-date Change: 15.8%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 65.81    
Smart Investing & Trading Score: 95
Day Percent Change: 0.05%    
Day Change: 0.04
Week Change: 1.19%    
Year-to-date Change: 7.6%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Kilroy Realty CorporationKRC Kilroy Realty Corporation
Sector: Financials
SubSector: REIT - Office
MarketCap: 6390.46 Millions
Recent Price: 34.42    
Smart Investing & Trading Score: 37
Day Percent Change: -0.95%    
Day Change: -0.33
Week Change: 1.18%    
Year-to-date Change: -13.6%
KRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRC to Watchlist:       View:      Get Complete KRC Trend Analysis ➞

Stock Chart of Clough Global Opportunities FundGLO Clough Global Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 202.303 Millions
Recent Price: 5.13    
Smart Investing & Trading Score: 90
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.18%    
Year-to-date Change: 9.2%
GLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLO to Watchlist:       View:      Get Complete GLO Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 95
Day Percent Change: 0.68%    
Day Change: 0.07
Week Change: 1.18%    
Year-to-date Change: 3.3%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of The First Bancshares, Inc.FBMS The First Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 359.535 Millions
Recent Price: 25.80    
Smart Investing & Trading Score: 90
Day Percent Change: -0.35%    
Day Change: -0.09
Week Change: 1.18%    
Year-to-date Change: -12.0%
FBMS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBMS to Watchlist:       View:      Get Complete FBMS Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAM Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 3170 Millions
Recent Price: 16.26    
Smart Investing & Trading Score: 58
Day Percent Change: -1.39%    
Day Change: -0.23
Week Change: 1.18%    
Year-to-date Change: 5.3%
BHFAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAM to Watchlist:       View:      Get Complete BHFAM Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.55    
Smart Investing & Trading Score: 90
Day Percent Change: -0.05%    
Day Change: 0.00
Week Change: 1.17%    
Year-to-date Change: 4.4%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.44    
Smart Investing & Trading Score: 58
Day Percent Change: 0.49%    
Day Change: 0.11
Week Change: 1.17%    
Year-to-date Change: 4.0%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 26.00    
Smart Investing & Trading Score: 86
Day Percent Change: 0.39%    
Day Change: 0.10
Week Change: 1.17%    
Year-to-date Change: 5.3%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.93    
Smart Investing & Trading Score: 64
Day Percent Change: 0.80%    
Day Change: 0.11
Week Change: 1.16%    
Year-to-date Change: -0.5%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 10.12    
Smart Investing & Trading Score: 75
Day Percent Change: -0.25%    
Day Change: -0.03
Week Change: 1.15%    
Year-to-date Change: -1.1%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

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