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Best Financial Stocks

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 25, 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
CBRECBRE  Property Mgmt86.7736-0.39-6.79%
CBHAllianzGI Convertible Asset Mgmt8.8678-0.401.65%
SCDLMP Capital Closed-End Fund - Equity15.0293-0.407.21%
ARESAres Management Asset Mgmt135.9595-0.4014.32%
FNFFidelity National Insurance50.6480-0.41-0.74%
LKFNLakeland  Regional Banks62.6467-0.41-3.87%
BTABlackRock Long-Term Closed-End Fund - Debt9.6828-0.41-5.38%
IVZInvesco  Asset Mgmt14.520-0.41-18.61%
ACGLOArch Capital Insurance22.8525-0.41-4.07%
WUGIEsoterica NextG Exchange Traded Fund58.7858-0.4114.65%
TDToronto-Dominion Bank Banks58.6752-0.42-9.21%
TRVTravelers  Insurance213.4344-0.4212.04%
PZCPIMCO California Closed-End Fund - Debt7.0732-0.42-4.07%
AFTApollo Senior Asset Mgmt14.2744-0.427.70%
CHCTCommunity Healthcare REIT25.8568-0.42-2.97%
PGREParamount  Property Mgmt4.6967-0.42-9.28%
DHFBNY  Closed-End Fund - Debt2.3235-0.431.31%
CMUMFS High Closed-End Fund - Debt3.2210-0.43-2.69%
NVGNuveen AMT-Free Asset Mgmt11.6030-0.43-1.86%
BXBlackstone  Asset Mgmt123.7842-0.43-5.45%
CHMICherry Hill Mortgage3.4660-0.43-14.36%
FSDFirst Trust Closed-End Fund - Debt11.5750-0.43-4.30%
WIAWestern Asset Closed-End Fund - Debt7.9220-0.44-2.52%
CHYCalamos Convertible Closed-End Fund - Debt11.3964-0.44-0.70%
HGTYHagerty  Insurance - Property & Casualty9.02100-0.4415.35%
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 9.36% and is currently outperforming the overall market by 3.7% 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: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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
B. Riley[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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
B. Riley[100] Trustmark [100] Synchrony [100]
MBIA [100] Prosperity Bancshares[100] First Ban[100]
Virtu [100] East West[100] Equity Residential[100]
Essex Property[100] BOK [100] Cullen/Frost Bankers[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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91830.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.211000.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73440.071.381.03%
 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 CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 86.77    
Smart Investing & Trading Score: 36
Day Percent Change: -0.39%    
Day Change: -0.34
Week Change: 2.2%    
Year-to-date Change: -6.8%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.86    
Smart Investing & Trading Score: 78
Day Percent Change: -0.40%    
Day Change: -0.04
Week Change: 0.27%    
Year-to-date Change: 1.7%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 15.02    
Smart Investing & Trading Score: 93
Day Percent Change: -0.40%    
Day Change: -0.06
Week Change: 4.74%    
Year-to-date Change: 7.2%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 135.95    
Smart Investing & Trading Score: 95
Day Percent Change: -0.40%    
Day Change: -0.55
Week Change: 4.96%    
Year-to-date Change: 14.3%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES 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: 50.64    
Smart Investing & Trading Score: 80
Day Percent Change: -0.41%    
Day Change: -0.21
Week Change: 3.83%    
Year-to-date Change: -0.7%
FNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNF to Watchlist:       View:      Get Complete FNF Trend Analysis ➞

Stock Chart of Lakeland Financial CorporationLKFN Lakeland Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 903.27 Millions
Recent Price: 62.64    
Smart Investing & Trading Score: 67
Day Percent Change: -0.41%    
Day Change: -0.26
Week Change: 1.61%    
Year-to-date Change: -3.9%
LKFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LKFN to Watchlist:       View:      Get Complete LKFN Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 9.68    
Smart Investing & Trading Score: 28
Day Percent Change: -0.41%    
Day Change: -0.04
Week Change: -0.1%    
Year-to-date Change: -5.4%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of Invesco Ltd.IVZ Invesco Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 4578.23 Millions
Recent Price: 14.52    
Smart Investing & Trading Score: 0
Day Percent Change: -0.41%    
Day Change: -0.06
Week Change: -5.53%    
Year-to-date Change: -18.6%
IVZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVZ to Watchlist:       View:      Get Complete IVZ Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLO Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 7204.57 Millions
Recent Price: 22.85    
Smart Investing & Trading Score: 25
Day Percent Change: -0.41%    
Day Change: -0.09
Week Change: 1.24%    
Year-to-date Change: -4.1%
ACGLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLO to Watchlist:       View:      Get Complete ACGLO Trend Analysis ➞

Stock Chart of Esoterica NextG Economy ETFWUGI Esoterica NextG Economy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 58.78    
Smart Investing & Trading Score: 58
Day Percent Change: -0.41%    
Day Change: -0.24
Week Change: 0.88%    
Year-to-date Change: 14.7%
WUGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WUGI to Watchlist:       View:      Get Complete WUGI Trend Analysis ➞

Stock Chart of The Toronto-Dominion BankTD The Toronto-Dominion Bank
Sector: Financials
SubSector: Money Center Banks
MarketCap: 75152.4 Millions
Recent Price: 58.67    
Smart Investing & Trading Score: 52
Day Percent Change: -0.42%    
Day Change: -0.25
Week Change: 1%    
Year-to-date Change: -9.2%
TD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TD to Watchlist:       View:      Get Complete TD Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 213.43    
Smart Investing & Trading Score: 44
Day Percent Change: -0.42%    
Day Change: -0.89
Week Change: -0.3%    
Year-to-date Change: 12.0%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.07    
Smart Investing & Trading Score: 32
Day Percent Change: -0.42%    
Day Change: -0.03
Week Change: 1.14%    
Year-to-date Change: -4.1%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Apollo Senior Floating Rate Fund Inc.AFT Apollo Senior Floating Rate Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 162.403 Millions
Recent Price: 14.27    
Smart Investing & Trading Score: 44
Day Percent Change: -0.42%    
Day Change: -0.06
Week Change: -1.65%    
Year-to-date Change: 7.7%
AFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFT to Watchlist:       View:      Get Complete AFT Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 25.85    
Smart Investing & Trading Score: 68
Day Percent Change: -0.42%    
Day Change: -0.11
Week Change: 1.33%    
Year-to-date Change: -3.0%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Paramount Group, Inc.PGRE Paramount Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1722.72 Millions
Recent Price: 4.69    
Smart Investing & Trading Score: 67
Day Percent Change: -0.42%    
Day Change: -0.02
Week Change: 2.63%    
Year-to-date Change: -9.3%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.32    
Smart Investing & Trading Score: 35
Day Percent Change: -0.43%    
Day Change: -0.01
Week Change: 0.87%    
Year-to-date Change: 1.3%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.22    
Smart Investing & Trading Score: 10
Day Percent Change: -0.43%    
Day Change: -0.01
Week Change: -0.74%    
Year-to-date Change: -2.7%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.60    
Smart Investing & Trading Score: 30
Day Percent Change: -0.43%    
Day Change: -0.05
Week Change: 0.61%    
Year-to-date Change: -1.9%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of The Blackstone Group Inc.BX The Blackstone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 50957.7 Millions
Recent Price: 123.78    
Smart Investing & Trading Score: 42
Day Percent Change: -0.43%    
Day Change: -0.53
Week Change: 4.54%    
Year-to-date Change: -5.5%
BX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BX to Watchlist:       View:      Get Complete BX Trend Analysis ➞

Stock Chart of Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.46    
Smart Investing & Trading Score: 60
Day Percent Change: -0.43%    
Day Change: -0.02
Week Change: 4.85%    
Year-to-date Change: -14.4%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 50
Day Percent Change: -0.43%    
Day Change: -0.05
Week Change: 1.94%    
Year-to-date Change: -4.3%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD 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: 7.92    
Smart Investing & Trading Score: 20
Day Percent Change: -0.44%    
Day Change: -0.04
Week Change: -0.57%    
Year-to-date Change: -2.5%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.39    
Smart Investing & Trading Score: 64
Day Percent Change: -0.44%    
Day Change: -0.05
Week Change: 2.43%    
Year-to-date Change: -0.7%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Hagerty, Inc.HGTY Hagerty, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3110 Millions
Recent Price: 9.02    
Smart Investing & Trading Score: 100
Day Percent Change: -0.44%    
Day Change: -0.04
Week Change: 1.92%    
Year-to-date Change: 15.4%
HGTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HGTY to Watchlist:       View:      Get Complete HGTY Trend Analysis ➞

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