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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
April 19, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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Financial Sector Trend
63 / 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 PriceTrend ScoreChange %YTD Change%
UFCSUnited Fire Insurance22.761003.31%13.12%
NBXGNeuberger Berman Closed-End Fund - Equity11.3531-1.56%4.00%
LCLendingClub  Credit Services7.90423.81%-9.61%
TRUPTrupanion  Insurance22.43285.01%-26.48%
CASHMeta  S&L50.35422.77%-4.86%
NMZNuveen Municipal Asset Mgmt10.1846-0.39%3.04%
USALiberty All-Star Closed-End Fund - Equity6.5430-0.91%2.51%
NXRTNexPoint Residential REIT32.11732.49%-6.74%
PFSProvident  S&L14.46525.16%-19.80%
EIMEaton Vance Asset Mgmt10.04300.25%-0.89%
NMIHNMI  Insurance30.05251.55%1.25%
RVTRoyce Value Closed-End Fund - Equity13.8525-0.65%-4.88%
DHCDiversified Healthcare REIT2.4202.33%-35.43%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity10.76180.47%-12.09%
FAXAberdeen Asia-Pacific Closed-End Fund - Debt2.5518-1.54%-5.90%
RMRRMR  Real Estatet22.580-3.26%-20.01%
SRCE1st Source Regional Banks49.95324.15%-9.10%
DUOFangdd Network Property Mgmt0.3942-2.50%-42.05%
NFJAllianzGI NFJ Closed-End Fund - Equity11.7525-0.68%-6.75%
KRNYKearny  S&L5.84425.42%-34.89%
FRHCFreedom Holding Asset Mgmt65.5342-3.03%-18.69%
MYIBlackRock MuniYield Closed-End Fund - Debt10.9810-0.18%-5.67%
EFSCEnterprise  Regional - Southwest Banks39.66523.88%-11.18%
NMRKNewmark  Property Mgmt9.5925-0.52%-12.50%
EVEREverQuote  Regional Banks18.39361.46%50.20%
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 7.39% and is currently outperforming the overall market by 4.01% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 63
YTD Performance: 7.39%
**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 [394%] Hippo [119%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] EverQuote [50%]
Fidelis Insurance[50%] Heritage Insurance[47%] Mercury General[44%]
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
Macatawa Bank[46.8%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.3%]
Southern First[8.9%] Chemung [8.5%] Summit [8%]
Bancorp [7.9%] BancFirst [7.8%] Old Second[7.4%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-50%] eHealth [-49%] Hywin [-48%]
Upstart [-47%] C&F [-46%] Fanhua [-46%]
.
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
Old Second[100] Tejon Ranch[100] Victory Capital[100]
United Fire[100] Wells Fargo[100] ASA Gold[100]
Stellus Capital[100] Fidus [100] WhiteHorse Finance[100]
Goldman Sachs[100] TCG BDC[100] Virtu [95]
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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.36481.100.246.07%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41372.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.11632.241.0412.52%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  44.76150.01-1.42-8.98%
EUFNEurope Financials  21.96410.410.324.77%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 United Fire Group, Inc.UFCS United Fire Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 862.812 Millions
Recent Price: 22.76    
Smart Investing & Trading Score: 100
Day Percent Change: 3.31%    
Day Change: 0.73
Week Change: 4.55%    
Year-to-date Change: 13.1%
UFCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFCS to Watchlist:       View:      Get Complete UFCS Trend Analysis ➞

Stock Chart of Neuberger Berman Next Generation Connectivity Fund Inc.NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 859 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 31
Day Percent Change: -1.56%    
Day Change: -0.18
Week Change: -3.65%    
Year-to-date Change: 4.0%
NBXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBXG to Watchlist:       View:      Get Complete NBXG Trend Analysis ➞

Stock Chart of LendingClub CorporationLC LendingClub Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 852.308 Millions
Recent Price: 7.90    
Smart Investing & Trading Score: 42
Day Percent Change: 3.81%    
Day Change: 0.29
Week Change: -2.35%    
Year-to-date Change: -9.6%
LC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LC to Watchlist:       View:      Get Complete LC Trend Analysis ➞

Stock Chart of Trupanion, Inc.TRUP Trupanion, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 852.06 Millions
Recent Price: 22.43    
Smart Investing & Trading Score: 28
Day Percent Change: 5.01%    
Day Change: 1.07
Week Change: -4.06%    
Year-to-date Change: -26.5%
TRUP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRUP to Watchlist:       View:      Get Complete TRUP Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 50.35    
Smart Investing & Trading Score: 42
Day Percent Change: 2.77%    
Day Change: 1.35
Week Change: 3.8%    
Year-to-date Change: -4.9%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH 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: 10.18    
Smart Investing & Trading Score: 46
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -2.02%    
Year-to-date Change: 3.0%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.54    
Smart Investing & Trading Score: 30
Day Percent Change: -0.91%    
Day Change: -0.06
Week Change: -5.63%    
Year-to-date Change: 2.5%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 32.11    
Smart Investing & Trading Score: 73
Day Percent Change: 2.49%    
Day Change: 0.78
Week Change: 0.69%    
Year-to-date Change: -6.7%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

Stock Chart of Provident Financial Services, Inc.PFS Provident Financial Services, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 829.73 Millions
Recent Price: 14.46    
Smart Investing & Trading Score: 52
Day Percent Change: 5.16%    
Day Change: 0.71
Week Change: 2.84%    
Year-to-date Change: -19.8%
PFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFS to Watchlist:       View:      Get Complete PFS Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.04    
Smart Investing & Trading Score: 30
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: -0.45%    
Year-to-date Change: -0.9%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of NMI Holdings, Inc.NMIH NMI Holdings, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 816.018 Millions
Recent Price: 30.05    
Smart Investing & Trading Score: 25
Day Percent Change: 1.55%    
Day Change: 0.46
Week Change: 0.6%    
Year-to-date Change: 1.3%
NMIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMIH to Watchlist:       View:      Get Complete NMIH Trend Analysis ➞

Stock Chart of Royce Value Trust Inc.RVT Royce Value Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 814.947 Millions
Recent Price: 13.85    
Smart Investing & Trading Score: 25
Day Percent Change: -0.65%    
Day Change: -0.09
Week Change: -3.01%    
Year-to-date Change: -4.9%
RVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVT to Watchlist:       View:      Get Complete RVT Trend Analysis ➞

Stock Chart of Diversified Healthcare TrustDHC Diversified Healthcare Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 814.114 Millions
Recent Price: 2.42    
Smart Investing & Trading Score: 0
Day Percent Change: 2.33%    
Day Change: 0.06
Week Change: -4.55%    
Year-to-date Change: -35.4%
DHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHC to Watchlist:       View:      Get Complete DHC Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, Inc.RQI Cohen & Steers Quality Income Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 811.847 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 18
Day Percent Change: 0.47%    
Day Change: 0.05
Week Change: -4.27%    
Year-to-date Change: -12.1%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of Aberdeen Asia-Pacific Income Fund, Inc.FAX Aberdeen Asia-Pacific Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 807.407 Millions
Recent Price: 2.55    
Smart Investing & Trading Score: 18
Day Percent Change: -1.54%    
Day Change: -0.04
Week Change: -3.04%    
Year-to-date Change: -5.9%
FAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAX to Watchlist:       View:      Get Complete FAX Trend Analysis ➞

Stock Chart of The RMR Group Inc.RMR The RMR Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 797.419 Millions
Recent Price: 22.58    
Smart Investing & Trading Score: 0
Day Percent Change: -3.26%    
Day Change: -0.76
Week Change: -6.07%    
Year-to-date Change: -20.0%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

Stock Chart of 1st Source CorporationSRCE 1st Source Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 784.77 Millions
Recent Price: 49.95    
Smart Investing & Trading Score: 32
Day Percent Change: 4.15%    
Day Change: 1.99
Week Change: 3.44%    
Year-to-date Change: -9.1%
SRCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRCE to Watchlist:       View:      Get Complete SRCE Trend Analysis ➞

Stock Chart of Fangdd Network Group Ltd.DUO Fangdd Network Group Ltd.
Sector: Financials
SubSector: Property Management
MarketCap: 783.142 Millions
Recent Price: 0.39    
Smart Investing & Trading Score: 42
Day Percent Change: -2.50%    
Day Change: -0.01
Week Change: -3.23%    
Year-to-date Change: -42.1%
DUO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DUO to Watchlist:       View:      Get Complete DUO Trend Analysis ➞

Stock Chart of AllianzGI NFJ Dividend, Interest & Premium Strategy FundNFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 783.047 Millions
Recent Price: 11.75    
Smart Investing & Trading Score: 25
Day Percent Change: -0.68%    
Day Change: -0.08
Week Change: -2.41%    
Year-to-date Change: -6.8%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 42
Day Percent Change: 5.42%    
Day Change: 0.30
Week Change: 0.52%    
Year-to-date Change: -34.9%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of Freedom Holding Corp.FRHC Freedom Holding Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 777.003 Millions
Recent Price: 65.53    
Smart Investing & Trading Score: 42
Day Percent Change: -3.03%    
Day Change: -2.05
Week Change: -3.78%    
Year-to-date Change: -18.7%
FRHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRHC to Watchlist:       View:      Get Complete FRHC Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund III, Inc.MYI BlackRock MuniYield Quality Fund III, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 772.807 Millions
Recent Price: 10.98    
Smart Investing & Trading Score: 10
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: -1.35%    
Year-to-date Change: -5.7%
MYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYI to Watchlist:       View:      Get Complete MYI Trend Analysis ➞

Stock Chart of Enterprise Financial Services CorpEFSC Enterprise Financial Services Corp
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 770.165 Millions
Recent Price: 39.66    
Smart Investing & Trading Score: 52
Day Percent Change: 3.88%    
Day Change: 1.48
Week Change: 3.55%    
Year-to-date Change: -11.2%
EFSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFSC to Watchlist:       View:      Get Complete EFSC Trend Analysis ➞

Stock Chart of Newmark Group, Inc.NMRK Newmark Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 767.542 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 25
Day Percent Change: -0.52%    
Day Change: -0.05
Week Change: -6.62%    
Year-to-date Change: -12.5%
NMRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMRK to Watchlist:       View:      Get Complete NMRK Trend Analysis ➞

Stock Chart of EverQuote, Inc.EVER EverQuote, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 767.135 Millions
Recent Price: 18.39    
Smart Investing & Trading Score: 36
Day Percent Change: 1.46%    
Day Change: 0.27
Week Change: -5.04%    
Year-to-date Change: 50.2%
EVER Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVER to Watchlist:       View:      Get Complete EVER Trend Analysis ➞

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