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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 30, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence a deterioration of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
58 / 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%
DHCDiversified Healthcare REIT2.4024-1.23%-35.83%
DXDynex Capital Mortgage11.8024-1.01%-5.75%
CATYCathay General Regional Banks34.7624-0.80%-22.01%
NMTNuveen Massachusetts Closed-End Fund - Debt10.44230.00%-0.67%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.09220.57%1.37%
PEBPebblebrook Hotel REIT15.00220.27%-6.13%
VBFInvesco Bond Closed-End Fund - Debt15.21220.07%0.00%
NVGNuveen AMT-Free Asset Mgmt11.58220.00%-2.03%
AJGArthur J. Insurance233.5521-0.24%3.86%
FANHFanhua  Insurance3.54203.51%-46.77%
CUBECubeSmart  REIT - Industrial41.24201.18%-11.02%
PGCPeapack-Gladstone  Regional Banks22.89200.66%-23.24%
APLEApple Hospitality REIT15.08200.53%-9.21%
OVBCOhio Valley Regional Banks23.50200.38%2.17%
SIFISI  S&L42.61200.26%-1.89%
HYWHywin  Asset Mgmt0.8120-4.41%-56.22%
LKFNLakeland  Regional Banks59.1620-1.02%-9.21%
VVisa  Credit Services271.8420-0.98%4.41%
FCFSFirstCash  Credit Services115.3520-0.31%6.42%
PAIWestern Asset Closed-End Fund - Debt11.9020-0.07%-1.16%
MOFGMidWestOne  Regional - Southwest Banks20.63181.08%-23.34%
WRBW. R. Insurance77.38180.95%9.42%
EFXEquifax  Credit Services225.52180.94%-8.80%
MMUWestern Asset Closed-End Fund - Debt9.93180.20%-2.36%
CZNCCitizens & Northern Regional Banks17.1618-4.08%-23.50%
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 8.4% and is currently outperforming the overall market by 1.84% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 58
YTD Performance: 8.4%
**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 [538%] Hippo [141%] Gladstone Capital[102%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[72%] Yiren Digital[61%] EverQuote [60%]
Fidelis Insurance[59%] Heritage Insurance[58%] Grupo Supervielle[54%]
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
Heartland [15.2%] AltC Acquisition[12.6%] Douglas Elliman[10.9%]
Fulton [7.6%] NexGen Energy[6.2%] Medical Properties[6%]
Clipper Realty[5.5%] AlTi Global[4.9%] Citizens [4.8%]
B. Riley[4.7%] Peakstone Realty[4%] Office Properties[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
New York[-73%] Office Properties[-71%] Texas Pacific[-62%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-55%]
FRP [-51%] eHealth [-49%] Fanhua [-47%]
OppFi [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
Heartland [100] AltC Acquisition[100] Fulton [100]
NexGen Energy[100] Medical Properties[100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BRT Apartments[100] BrasilAgro -[100] LPL [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  40.7658-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9075-0.10-0.14.03%
IYFFinancials  92.1663-0.01-0.017.9%
IYGFinancial Services  64.3458-0.42-0.427.71%
KRERegional Banking  47.7742-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7458-0.19-0.197.02%
KBEBank  45.1055-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4253-0.36-0.3614.89%
IATRegional Banks  41.5758-0.36-0.36-0.65%
KIEInsurance  48.79580.540.547.89%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.50830.180.187.35%
PGFFinancial Preferred  14.64390.480.480.41%
 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 Diversified Healthcare TrustDHC Diversified Healthcare Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 814.114 Millions
Recent Price: 2.40    
Smart Investing & Trading Score: 24
Day Percent Change: -1.23%    
Day Change: -0.03
Week Change: -1.23%    
Year-to-date Change: -35.8%
DHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHC to Watchlist:       View:      Get Complete DHC Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.DX Dynex Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 327.839 Millions
Recent Price: 11.80    
Smart Investing & Trading Score: 24
Day Percent Change: -1.01%    
Day Change: -0.12
Week Change: -1.01%    
Year-to-date Change: -5.8%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 34.76    
Smart Investing & Trading Score: 24
Day Percent Change: -0.80%    
Day Change: -0.28
Week Change: -0.8%    
Year-to-date Change: -22.0%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.44    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -0.7%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 14.09    
Smart Investing & Trading Score: 22
Day Percent Change: 0.57%    
Day Change: 0.08
Week Change: 0.57%    
Year-to-date Change: 1.4%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

Stock Chart of Pebblebrook Hotel TrustPEB Pebblebrook Hotel Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1472.84 Millions
Recent Price: 15.00    
Smart Investing & Trading Score: 22
Day Percent Change: 0.27%    
Day Change: 0.04
Week Change: 0.27%    
Year-to-date Change: -6.1%
PEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEB to Watchlist:       View:      Get Complete PEB Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.21    
Smart Investing & Trading Score: 22
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: 0.07%    
Year-to-date Change: 0.0%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF 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: 11.58    
Smart Investing & Trading Score: 22
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.0%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Arthur J. Gallagher & Co.AJG Arthur J. Gallagher & Co.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 14852.2 Millions
Recent Price: 233.55    
Smart Investing & Trading Score: 21
Day Percent Change: -0.24%    
Day Change: -0.56
Week Change: -0.24%    
Year-to-date Change: 3.9%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 3.54    
Smart Investing & Trading Score: 20
Day Percent Change: 3.51%    
Day Change: 0.12
Week Change: 3.51%    
Year-to-date Change: -46.8%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 41.24    
Smart Investing & Trading Score: 20
Day Percent Change: 1.18%    
Day Change: 0.48
Week Change: 1.18%    
Year-to-date Change: -11.0%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 22.89    
Smart Investing & Trading Score: 20
Day Percent Change: 0.66%    
Day Change: 0.15
Week Change: 0.66%    
Year-to-date Change: -23.2%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of Apple Hospitality REIT, Inc.APLE Apple Hospitality REIT, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1515.74 Millions
Recent Price: 15.08    
Smart Investing & Trading Score: 20
Day Percent Change: 0.53%    
Day Change: 0.08
Week Change: 0.53%    
Year-to-date Change: -9.2%
APLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APLE to Watchlist:       View:      Get Complete APLE Trend Analysis ➞

Stock Chart of Ohio Valley Banc Corp.OVBC Ohio Valley Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 139.67 Millions
Recent Price: 23.50    
Smart Investing & Trading Score: 20
Day Percent Change: 0.38%    
Day Change: 0.09
Week Change: 0.38%    
Year-to-date Change: 2.2%
OVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVBC to Watchlist:       View:      Get Complete OVBC Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.61    
Smart Investing & Trading Score: 20
Day Percent Change: 0.26%    
Day Change: 0.11
Week Change: 0.26%    
Year-to-date Change: -1.9%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of Hywin Holdings Ltd.HYW Hywin Holdings Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 161 Millions
Recent Price: 0.81    
Smart Investing & Trading Score: 20
Day Percent Change: -4.41%    
Day Change: -0.04
Week Change: -4.41%    
Year-to-date Change: -56.2%
HYW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYW to Watchlist:       View:      Get Complete HYW Trend Analysis ➞

Stock Chart of Lakeland Financial CorporationLKFN Lakeland Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 903.27 Millions
Recent Price: 59.16    
Smart Investing & Trading Score: 20
Day Percent Change: -1.02%    
Day Change: -0.61
Week Change: -1.02%    
Year-to-date Change: -9.2%
LKFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LKFN to Watchlist:       View:      Get Complete LKFN Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 271.84    
Smart Investing & Trading Score: 20
Day Percent Change: -0.98%    
Day Change: -2.68
Week Change: -0.98%    
Year-to-date Change: 4.4%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of FirstCash, Inc.FCFS FirstCash, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2795.48 Millions
Recent Price: 115.35    
Smart Investing & Trading Score: 20
Day Percent Change: -0.31%    
Day Change: -0.36
Week Change: -0.31%    
Year-to-date Change: 6.4%
FCFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCFS to Watchlist:       View:      Get Complete FCFS Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 11.90    
Smart Investing & Trading Score: 20
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -0.07%    
Year-to-date Change: -1.2%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of MidWestOne Financial Group, Inc.MOFG MidWestOne Financial Group, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 345.265 Millions
Recent Price: 20.63    
Smart Investing & Trading Score: 18
Day Percent Change: 1.08%    
Day Change: 0.22
Week Change: 1.08%    
Year-to-date Change: -23.3%
MOFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOFG to Watchlist:       View:      Get Complete MOFG 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: 77.38    
Smart Investing & Trading Score: 18
Day Percent Change: 0.95%    
Day Change: 0.73
Week Change: 0.95%    
Year-to-date Change: 9.4%
WRB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRB to Watchlist:       View:      Get Complete WRB Trend Analysis ➞

Stock Chart of Equifax Inc.EFX Equifax Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 13754.6 Millions
Recent Price: 225.52    
Smart Investing & Trading Score: 18
Day Percent Change: 0.94%    
Day Change: 2.10
Week Change: 0.94%    
Year-to-date Change: -8.8%
EFX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFX to Watchlist:       View:      Get Complete EFX Trend Analysis ➞

Stock Chart of Western Asset Managed Municipals Fund Inc.MMU Western Asset Managed Municipals Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 464.007 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 18
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.2%    
Year-to-date Change: -2.4%
MMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMU to Watchlist:       View:      Get Complete MMU Trend Analysis ➞

Stock Chart of Citizens & Northern CorporationCZNC Citizens & Northern Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 17.16    
Smart Investing & Trading Score: 18
Day Percent Change: -4.08%    
Day Change: -0.73
Week Change: -4.08%    
Year-to-date Change: -23.5%
CZNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZNC to Watchlist:       View:      Get Complete CZNC Trend Analysis ➞

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