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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 23, 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 75 (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 70 and hence an improvement of trend.

 Year To Date Performance: 9.31 %
 Weekly Performance: 1.78 %
 Daily Performance: 0.56 %
12Stocks.com
Financial Sector Trend
75 / 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%
CETCentral Securities Asset Mgmt40.95680.708.43%
GBDCGolub Capital Asset Mgmt17.231000.7014.11%
SBRASabra Health REIT13.76580.70-3.61%
AOMRAngel Oak REIT - Mortgage11.70930.6910.27%
PECOPhillips Edison REIT - Retail33.52490.69-8.99%
WSBFWaterstone  S&L11.62740.69-18.17%
DMFBNY  Asset Mgmt6.67750.682.62%
ESNTEssent  Mortgage54.27390.672.90%
EQIXEquinix . REIT - 759.80320.67-5.66%
COFCapital One Credit Services148.241000.6713.06%
CMTGClaros Mortgage REIT - Mortgage9.01340.67-35.06%
PAXSPIMCO Access Closed-End Fund - Debt15.19680.665.27%
CTRECareTrust REIT REIT23.75610.666.10%
AFGAmerican  Insurance129.70750.669.09%
WFWoori  Foreign Banks31.05620.652.75%
SCHWCharles Schwab Brokerage74.751000.658.64%
BBDOBanco Bradesco Foreign Banks2.31180.65-27.20%
DFAIDimensional  Exchange Traded Fund29.45630.652.83%
WTBAWest Ban Regional - Southwest Banks16.93670.65-20.14%
RWAYRunway Growth Credit Services12.65450.64-0.16%
LCGSterling Capital Exchange Traded Fund28.36250.64-0.32%
EVVEaton Vance Asset Mgmt9.48390.64-1.04%
CUBECubeSmart  REIT - Industrial42.43420.64-8.46%
MAAMid-America Apartment REIT128.28880.64-4.60%
MFGMizuho  Foreign Banks3.94730.6414.68%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 9.31% and is currently outperforming the overall market by 3.82% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 75
YTD Performance: 9.31%
**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
Hippo [130%] Banco Macro[84%] Grupo Financiero[81%]
Yiren Digital[61%] Grupo Supervielle[55%] Heritage Insurance[55%]
Fidelis Insurance[53%] EverQuote [53%] First [51%]
Mercury General[50%] GEO [40%] Coinbase Global[37%]
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
Cipher Mining[23.8%] Grupo Supervielle[14.4%] Iris Energy[13.7%]
Coinbase Global[12.1%] ServisFirst Bancshares[10.4%] Grupo Financiero[9.8%]
Peakstone Realty[9.4%] KB [9.3%] LendingTree [9.1%]
Hywin [8.9%] New York[8%] Piedmont Office[7.5%]
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
New York[-69%] Texas Pacific[-63%] Douglas Elliman[-57%]
Hywin [-53%] FRP [-51%] eHealth [-48%]
AlTi Global[-46%] RE/MAX [-45%] Fanhua [-45%]
C&F [-43%] Upstart [-43%] Orion Office[-42%]
.
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
NBT Bancorp[100] Peoples Bancorp[100] Piedmont Office[100]
Preferred Bank[100] RLI [100] Popular [100]
Equity Bancshares[100] Highwoods Properties[100] Banco Santander[100]
BOK [100] Heartland [100] Trustmark [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  41.10750.561.789.31%
IAIBroker-Dealers & Secs 113.16750.251.924.27%
IYFFinancials  93.14750.512.029.05%
IYGFinancial Services  64.83750.712.238.53%
KRERegional Banking  48.84742.333.22-6.84%
IXGGlobal Financials  84.47750.551.947.49%
VFHFinancials  99.84751.562.148.22%
KBEBank  45.751001.283.02-0.59%
FASFinancial Bull 3X 103.04751.425.2124.66%
FAZFinancial Bear 3X 10.5625-2.00-5.76-22.79%
UYGFinancials  64.85751.523.8617.48%
IATRegional Banks  41.97931.003.010.3%
KIEInsurance  49.76700.601.3810.03%
PSCFSmallCap Financials  46.2452-0.011.69-5.99%
EUFNEurope Financials  22.59751.922.897.75%
PGFFinancial Preferred  14.66321.000.930.58%
 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 Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 40.95    
Smart Investing & Trading Score: 68
Day Percent Change: 0.70%    
Day Change: 0.28
Week Change: 2.1%    
Year-to-date Change: 8.4%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of Golub Capital BDC, Inc.GBDC Golub Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1493.23 Millions
Recent Price: 17.23    
Smart Investing & Trading Score: 100
Day Percent Change: 0.70%    
Day Change: 0.12
Week Change: 2.56%    
Year-to-date Change: 14.1%
GBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBDC to Watchlist:       View:      Get Complete GBDC Trend Analysis ➞

Stock Chart of Sabra Health Care REIT, Inc.SBRA Sabra Health Care REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2576.54 Millions
Recent Price: 13.76    
Smart Investing & Trading Score: 58
Day Percent Change: 0.70%    
Day Change: 0.10
Week Change: 0.7%    
Year-to-date Change: -3.6%
SBRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBRA to Watchlist:       View:      Get Complete SBRA Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 11.70    
Smart Investing & Trading Score: 93
Day Percent Change: 0.69%    
Day Change: 0.08
Week Change: 0.52%    
Year-to-date Change: 10.3%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Phillips Edison & Company, Inc.PECO Phillips Edison & Company, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3920 Millions
Recent Price: 33.52    
Smart Investing & Trading Score: 49
Day Percent Change: 0.69%    
Day Change: 0.23
Week Change: 1.51%    
Year-to-date Change: -9.0%
PECO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PECO to Watchlist:       View:      Get Complete PECO Trend Analysis ➞

Stock Chart of Waterstone Financial, Inc.WSBF Waterstone Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 371.93 Millions
Recent Price: 11.62    
Smart Investing & Trading Score: 74
Day Percent Change: 0.69%    
Day Change: 0.08
Week Change: 0.26%    
Year-to-date Change: -18.2%
WSBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSBF to Watchlist:       View:      Get Complete WSBF Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.67    
Smart Investing & Trading Score: 75
Day Percent Change: 0.68%    
Day Change: 0.04
Week Change: 0.89%    
Year-to-date Change: 2.6%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 54.27    
Smart Investing & Trading Score: 39
Day Percent Change: 0.67%    
Day Change: 0.36
Week Change: 1.52%    
Year-to-date Change: 2.9%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of Equinix, Inc. (REIT)EQIX Equinix, Inc. (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 45855.3 Millions
Recent Price: 759.80    
Smart Investing & Trading Score: 32
Day Percent Change: 0.67%    
Day Change: 5.06
Week Change: 1.58%    
Year-to-date Change: -5.7%
EQIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQIX to Watchlist:       View:      Get Complete EQIX Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 148.24    
Smart Investing & Trading Score: 100
Day Percent Change: 0.67%    
Day Change: 0.99
Week Change: 3.73%    
Year-to-date Change: 13.1%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 9.01    
Smart Investing & Trading Score: 34
Day Percent Change: 0.67%    
Day Change: 0.06
Week Change: 0.67%    
Year-to-date Change: -35.1%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of PIMCO Access Income FundPAXS PIMCO Access Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 649 Millions
Recent Price: 15.19    
Smart Investing & Trading Score: 68
Day Percent Change: 0.66%    
Day Change: 0.10
Week Change: 2.5%    
Year-to-date Change: 5.3%
PAXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAXS to Watchlist:       View:      Get Complete PAXS Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 23.75    
Smart Investing & Trading Score: 61
Day Percent Change: 0.66%    
Day Change: 0.16
Week Change: 0.23%    
Year-to-date Change: 6.1%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFG American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 5353.82 Millions
Recent Price: 129.70    
Smart Investing & Trading Score: 75
Day Percent Change: 0.66%    
Day Change: 0.85
Week Change: 1.44%    
Year-to-date Change: 9.1%
AFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFG to Watchlist:       View:      Get Complete AFG Trend Analysis ➞

Stock Chart of Woori Financial Group Inc.WF Woori Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 4772.69 Millions
Recent Price: 31.05    
Smart Investing & Trading Score: 62
Day Percent Change: 0.65%    
Day Change: 0.20
Week Change: 4.58%    
Year-to-date Change: 2.8%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 74.75    
Smart Investing & Trading Score: 100
Day Percent Change: 0.65%    
Day Change: 0.48
Week Change: 1.8%    
Year-to-date Change: 8.6%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of Banco Bradesco S.A.BBDO Banco Bradesco S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27711.4 Millions
Recent Price: 2.31    
Smart Investing & Trading Score: 18
Day Percent Change: 0.65%    
Day Change: 0.02
Week Change: -0.64%    
Year-to-date Change: -27.2%
BBDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDO to Watchlist:       View:      Get Complete BBDO Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.45    
Smart Investing & Trading Score: 63
Day Percent Change: 0.65%    
Day Change: 0.19
Week Change: 1.73%    
Year-to-date Change: 2.8%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 16.93    
Smart Investing & Trading Score: 67
Day Percent Change: 0.65%    
Day Change: 0.11
Week Change: 0.12%    
Year-to-date Change: -20.1%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 12.65    
Smart Investing & Trading Score: 45
Day Percent Change: 0.64%    
Day Change: 0.08
Week Change: 0.72%    
Year-to-date Change: -0.2%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.36    
Smart Investing & Trading Score: 25
Day Percent Change: 0.64%    
Day Change: 0.18
Week Change: 1.31%    
Year-to-date Change: -0.3%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.48    
Smart Investing & Trading Score: 39
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 1.17%    
Year-to-date Change: -1.0%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 42.43    
Smart Investing & Trading Score: 42
Day Percent Change: 0.64%    
Day Change: 0.27
Week Change: 0.9%    
Year-to-date Change: -8.5%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of Mid-America Apartment Communities, Inc.MAA Mid-America Apartment Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11385.5 Millions
Recent Price: 128.28    
Smart Investing & Trading Score: 88
Day Percent Change: 0.64%    
Day Change: 0.81
Week Change: 1.74%    
Year-to-date Change: -4.6%
MAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAA to Watchlist:       View:      Get Complete MAA Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.94    
Smart Investing & Trading Score: 73
Day Percent Change: 0.64%    
Day Change: 0.02
Week Change: 2.47%    
Year-to-date Change: 14.7%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

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