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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 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 63 and hence an improvement of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
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%
AHTAshford Hospitality REIT1.21150.83%-37.63%
DRHDiamondRock Hospitality REIT9.10150.55%-3.09%
NIMNuveen Select Closed-End Fund - Debt8.88150.34%0.68%
BFINBank  S&L10.05150.00%-2.05%
TOPTOP  Capital Markets2.5615-4.12%-31.18%
EFREaton Vance Closed-End Fund - Debt13.0615-0.65%3.12%
FCFSFirstCash  Credit Services115.4213-0.25%6.48%
QCRHQCR  Regional - Southwest Banks55.3913-1.46%-5.14%
PEBPebblebrook Hotel REIT15.00120.27%-6.13%
INBKFirst Internet Regional Banks31.09120.13%28.52%
MSBIMidland States Regional Banks22.72101.59%-17.58%
BHFANBrighthouse  Insurance Life18.82101.29%1.78%
TBBKBancorp  Regional Banks31.11101.02%-19.31%
WRBW. R. Insurance77.38100.95%9.42%
MOFGMidWestOne  Regional - Southwest Banks20.58100.83%-23.52%
INNSummit Hotel Real Estatet6.18100.82%-8.04%
NXJNuveen New Asset Mgmt11.72100.77%-0.51%
PRIPrimerica  Life Insurance214.68100.57%4.34%
APLEApple Hospitality REIT15.08100.53%-9.21%
NCANuveen California Closed-End Fund - Debt8.69100.46%-3.01%
MEGIMainStay CBRE Closed-End Fund - Equity12.10100.41%-6.78%
SVCService Properties REIT6.24100.24%-26.93%
IIMInvesco Value Closed-End Fund - Debt11.34100.09%-3.32%
RLJRLJ Lodging REIT11.11100.00%-5.20%
CMCTCIM Commercial REIT - Industrial3.35100.00%-9.22%
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: 63
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 [537%] Hippo [141%] Gladstone Capital[103%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[71%] 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%] Medical Properties[6%] Clipper Realty[5.5%]
Huize Holding[5.5%] Oportun [5.1%] B. Riley[4.9%]
Citizens [4.8%] AlTi Global[4.4%] Peakstone Realty[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[-72%] Texas Pacific[-62%]
Fathom [-56%] Douglas Elliman[-55%] Hywin [-54%]
FRP [-51%] Fanhua [-51%] eHealth [-49%]
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] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
TCG BDC[100] Stifel [100] iShares ESG[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  40.7663-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9083-0.10-0.14.03%
IYFFinancials  92.1676-0.01-0.017.9%
IYGFinancial Services  64.3476-0.42-0.427.71%
KRERegional Banking  47.7747-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7476-0.19-0.197.02%
KBEBank  45.1068-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4053-0.39-0.3914.86%
IATRegional Banks  41.5773-0.36-0.36-0.65%
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 Ashford Hospitality Trust, Inc.AHT Ashford Hospitality Trust, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 171.034 Millions
Recent Price: 1.21    
Smart Investing & Trading Score: 15
Day Percent Change: 0.83%    
Day Change: 0.01
Week Change: 0.83%    
Year-to-date Change: -37.6%
AHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHT to Watchlist:       View:      Get Complete AHT Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 9.10    
Smart Investing & Trading Score: 15
Day Percent Change: 0.55%    
Day Change: 0.05
Week Change: 0.55%    
Year-to-date Change: -3.1%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.88    
Smart Investing & Trading Score: 15
Day Percent Change: 0.34%    
Day Change: 0.03
Week Change: 0.34%    
Year-to-date Change: 0.7%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of BankFinancial CorporationBFIN BankFinancial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 142.03 Millions
Recent Price: 10.05    
Smart Investing & Trading Score: 15
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.1%
BFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFIN to Watchlist:       View:      Get Complete BFIN Trend Analysis ➞

Stock Chart of TOP Financial Group LimitedTOP TOP Financial Group Limited
Sector: Financials
SubSector: Capital Markets
MarketCap: 329 Millions
Recent Price: 2.56    
Smart Investing & Trading Score: 15
Day Percent Change: -4.12%    
Day Change: -0.11
Week Change: -4.12%    
Year-to-date Change: -31.2%
TOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TOP to Watchlist:       View:      Get Complete TOP Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.06    
Smart Investing & Trading Score: 15
Day Percent Change: -0.65%    
Day Change: -0.09
Week Change: -0.65%    
Year-to-date Change: 3.1%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of FirstCash, Inc.FCFS FirstCash, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2795.48 Millions
Recent Price: 115.42    
Smart Investing & Trading Score: 13
Day Percent Change: -0.25%    
Day Change: -0.29
Week Change: -0.25%    
Year-to-date Change: 6.5%
FCFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCFS to Watchlist:       View:      Get Complete FCFS Trend Analysis ➞

Stock Chart of QCR Holdings, Inc.QCRH QCR Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 465.765 Millions
Recent Price: 55.39    
Smart Investing & Trading Score: 13
Day Percent Change: -1.46%    
Day Change: -0.82
Week Change: -1.46%    
Year-to-date Change: -5.1%
QCRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QCRH to Watchlist:       View:      Get Complete QCRH 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: 12
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 First Internet BancorpINBK First Internet Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 149.07 Millions
Recent Price: 31.09    
Smart Investing & Trading Score: 12
Day Percent Change: 0.13%    
Day Change: 0.04
Week Change: 0.13%    
Year-to-date Change: 28.5%
INBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INBK to Watchlist:       View:      Get Complete INBK Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 22.72    
Smart Investing & Trading Score: 10
Day Percent Change: 1.59%    
Day Change: 0.36
Week Change: 1.59%    
Year-to-date Change: -17.6%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAN Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance Life
MarketCap: 60157 Millions
Recent Price: 18.82    
Smart Investing & Trading Score: 10
Day Percent Change: 1.29%    
Day Change: 0.24
Week Change: 1.29%    
Year-to-date Change: 1.8%
BHFAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAN to Watchlist:       View:      Get Complete BHFAN Trend Analysis ➞

Stock Chart of The Bancorp, Inc.TBBK The Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 267.859 Millions
Recent Price: 31.11    
Smart Investing & Trading Score: 10
Day Percent Change: 1.02%    
Day Change: 0.31
Week Change: 1.02%    
Year-to-date Change: -19.3%
TBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBBK to Watchlist:       View:      Get Complete TBBK 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: 10
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 MidWestOne Financial Group, Inc.MOFG MidWestOne Financial Group, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 345.265 Millions
Recent Price: 20.58    
Smart Investing & Trading Score: 10
Day Percent Change: 0.83%    
Day Change: 0.17
Week Change: 0.83%    
Year-to-date Change: -23.5%
MOFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOFG to Watchlist:       View:      Get Complete MOFG Trend Analysis ➞

Stock Chart of Summit Hotel Properties, Inc.INN Summit Hotel Properties, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 402.019 Millions
Recent Price: 6.18    
Smart Investing & Trading Score: 10
Day Percent Change: 0.82%    
Day Change: 0.05
Week Change: 0.82%    
Year-to-date Change: -8.0%
INN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INN to Watchlist:       View:      Get Complete INN Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 10
Day Percent Change: 0.77%    
Day Change: 0.09
Week Change: 0.77%    
Year-to-date Change: -0.5%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 214.68    
Smart Investing & Trading Score: 10
Day Percent Change: 0.57%    
Day Change: 1.22
Week Change: 0.57%    
Year-to-date Change: 4.3%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI 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: 10
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 Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.69    
Smart Investing & Trading Score: 10
Day Percent Change: 0.46%    
Day Change: 0.04
Week Change: 0.46%    
Year-to-date Change: -3.0%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of MainStay CBRE Global Infrastructure Megatrends FundMEGI MainStay CBRE Global Infrastructure Megatrends Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 713 Millions
Recent Price: 12.10    
Smart Investing & Trading Score: 10
Day Percent Change: 0.41%    
Day Change: 0.05
Week Change: 0.41%    
Year-to-date Change: -6.8%
MEGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MEGI to Watchlist:       View:      Get Complete MEGI Trend Analysis ➞

Stock Chart of Service Properties TrustSVC Service Properties Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1067.74 Millions
Recent Price: 6.24    
Smart Investing & Trading Score: 10
Day Percent Change: 0.24%    
Day Change: 0.02
Week Change: 0.24%    
Year-to-date Change: -26.9%
SVC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVC to Watchlist:       View:      Get Complete SVC Trend Analysis ➞

Stock Chart of Invesco Value Municipal Income TrustIIM Invesco Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 587.207 Millions
Recent Price: 11.34    
Smart Investing & Trading Score: 10
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: -3.3%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM Trend Analysis ➞

Stock Chart of RLJ Lodging TrustRLJ RLJ Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1019.34 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -5.2%
RLJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLJ to Watchlist:       View:      Get Complete RLJ Trend Analysis ➞

Stock Chart of CIM Commercial Trust CorporationCMCT CIM Commercial Trust Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 167.049 Millions
Recent Price: 3.35    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -9.2%
CMCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMCT to Watchlist:       View:      Get Complete CMCT Trend Analysis ➞

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