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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 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%
PFSIPennyMac  Mortgage87.4070.46%-1.10%
DSMBNY  Closed-End Fund - Debt5.5970.36%-2.10%
BRKLBrookline Bancorp S&L8.3570.18%-23.46%
VRTSVirtus  Asset Mgmt222.197-2.37%-8.09%
ALXAlexander s REIT - Retail209.7051.35%-1.81%
LOBLive Oak S&L33.4800.90%-26.42%
MCMoelis &  Asset Mgmt50.0500.60%-10.83%
EIMEaton Vance Asset Mgmt9.9600.20%-1.68%
NKSHNational Bankshares Regional Banks27.1600.04%-16.04%
CFFNCapitol Federal S&L4.8100.00%-25.43%
HOPEHope Bancorp Regional Banks9.930-9.44%-17.84%
BENFranklin Resources Asset Mgmt23.380-6.44%-21.52%
PGSSPegasus Digital SPAC10.390-5.46%-5.97%
KNSLKinsale Capital Insurance358.000-4.44%6.89%
SOFISoFi Technologies Credit Services7.040-10.71%-28.48%
FFWMFirst Foundation Regional Banks5.970-1.81%-38.33%
FBNCFirst Bancorp Regional Banks31.030-1.55%-16.16%
AONAon  Insurance281.040-1.40%-3.43%
AMSFAmerisafe  Insurance44.980-1.27%-3.85%
SSBSouth State Regional Banks77.080-1.12%-8.73%
NAVINavient  Credit Services15.550-1.08%-16.49%
BBUBrookfield Business Real Estatet18.950-1.04%-7.92%
BMOBank of Montreal Banks90.230-0.75%-8.80%
EQIXEquinix . REIT - 726.340-0.72%-9.82%
FHIFederated Hermes Asset Mgmt32.670-0.40%-3.51%
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] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
Stifel [100] iShares ESG[100] China Fund[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  92.1676-0.01-0.017.9%
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  45.1055-0.51-0.51-2%
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  41.5773-0.36-0.36-0.65%
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 PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 87.40    
Smart Investing & Trading Score: 7
Day Percent Change: 0.46%    
Day Change: 0.40
Week Change: 0.46%    
Year-to-date Change: -1.1%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.59    
Smart Investing & Trading Score: 7
Day Percent Change: 0.36%    
Day Change: 0.02
Week Change: 0.36%    
Year-to-date Change: -2.1%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Brookline Bancorp, Inc.BRKL Brookline Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 894.43 Millions
Recent Price: 8.35    
Smart Investing & Trading Score: 7
Day Percent Change: 0.18%    
Day Change: 0.01
Week Change: 0.18%    
Year-to-date Change: -23.5%
BRKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKL to Watchlist:       View:      Get Complete BRKL Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 222.19    
Smart Investing & Trading Score: 7
Day Percent Change: -2.37%    
Day Change: -5.39
Week Change: -2.37%    
Year-to-date Change: -8.1%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of Alexander s, Inc.ALX Alexander s, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1251.54 Millions
Recent Price: 209.70    
Smart Investing & Trading Score: 5
Day Percent Change: 1.35%    
Day Change: 2.80
Week Change: 1.35%    
Year-to-date Change: -1.8%
ALX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALX to Watchlist:       View:      Get Complete ALX Trend Analysis ➞

Stock Chart of Live Oak Bancshares, Inc.LOB Live Oak Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 394.23 Millions
Recent Price: 33.48    
Smart Investing & Trading Score: 0
Day Percent Change: 0.90%    
Day Change: 0.30
Week Change: 0.9%    
Year-to-date Change: -26.4%
LOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LOB to Watchlist:       View:      Get Complete LOB Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 50.05    
Smart Investing & Trading Score: 0
Day Percent Change: 0.60%    
Day Change: 0.30
Week Change: 0.6%    
Year-to-date Change: -10.8%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC 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: 9.96    
Smart Investing & Trading Score: 0
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.2%    
Year-to-date Change: -1.7%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of National Bankshares, Inc.NKSH National Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 209.759 Millions
Recent Price: 27.16    
Smart Investing & Trading Score: 0
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: -16.0%
NKSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKSH to Watchlist:       View:      Get Complete NKSH Trend Analysis ➞

Stock Chart of Capitol Federal Financial, Inc.CFFN Capitol Federal Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1639.1 Millions
Recent Price: 4.81    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -25.4%
CFFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFN to Watchlist:       View:      Get Complete CFFN Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 0
Day Percent Change: -9.44%    
Day Change: -1.04
Week Change: -9.44%    
Year-to-date Change: -17.8%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 23.38    
Smart Investing & Trading Score: 0
Day Percent Change: -6.44%    
Day Change: -1.61
Week Change: -6.44%    
Year-to-date Change: -21.5%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of Pegasus Digital Mobility Acquisition Corp.PGSS Pegasus Digital Mobility Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 10.39    
Smart Investing & Trading Score: 0
Day Percent Change: -5.46%    
Day Change: -0.60
Week Change: -5.46%    
Year-to-date Change: -6.0%
PGSS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGSS to Watchlist:       View:      Get Complete PGSS Trend Analysis ➞

Stock Chart of Kinsale Capital Group, Inc.KNSL Kinsale Capital Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2198.12 Millions
Recent Price: 358.00    
Smart Investing & Trading Score: 0
Day Percent Change: -4.44%    
Day Change: -16.64
Week Change: -4.44%    
Year-to-date Change: 6.9%
KNSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KNSL to Watchlist:       View:      Get Complete KNSL Trend Analysis ➞

Stock Chart of SoFi Technologies, Inc.SOFI SoFi Technologies, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 7990 Millions
Recent Price: 7.04    
Smart Investing & Trading Score: 0
Day Percent Change: -10.71%    
Day Change: -0.84
Week Change: -10.71%    
Year-to-date Change: -28.5%
SOFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SOFI to Watchlist:       View:      Get Complete SOFI Trend Analysis ➞

Stock Chart of First Foundation Inc.FFWM First Foundation Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 457.17 Millions
Recent Price: 5.97    
Smart Investing & Trading Score: 0
Day Percent Change: -1.81%    
Day Change: -0.11
Week Change: -1.81%    
Year-to-date Change: -38.3%
FFWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFWM to Watchlist:       View:      Get Complete FFWM Trend Analysis ➞

Stock Chart of First BancorpFBNC First Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 664.959 Millions
Recent Price: 31.03    
Smart Investing & Trading Score: 0
Day Percent Change: -1.55%    
Day Change: -0.49
Week Change: -1.55%    
Year-to-date Change: -16.2%
FBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBNC to Watchlist:       View:      Get Complete FBNC Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 281.04    
Smart Investing & Trading Score: 0
Day Percent Change: -1.40%    
Day Change: -3.99
Week Change: -1.4%    
Year-to-date Change: -3.4%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Amerisafe, Inc.AMSF Amerisafe, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1159.32 Millions
Recent Price: 44.98    
Smart Investing & Trading Score: 0
Day Percent Change: -1.27%    
Day Change: -0.58
Week Change: -1.27%    
Year-to-date Change: -3.9%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of South State CorporationSSB South State Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2113.49 Millions
Recent Price: 77.08    
Smart Investing & Trading Score: 0
Day Percent Change: -1.12%    
Day Change: -0.87
Week Change: -1.12%    
Year-to-date Change: -8.7%
SSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSB to Watchlist:       View:      Get Complete SSB Trend Analysis ➞

Stock Chart of Navient CorporationNAVI Navient Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 1362.48 Millions
Recent Price: 15.55    
Smart Investing & Trading Score: 0
Day Percent Change: -1.08%    
Day Change: -0.17
Week Change: -1.08%    
Year-to-date Change: -16.5%
NAVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAVI to Watchlist:       View:      Get Complete NAVI Trend Analysis ➞

Stock Chart of Brookfield Business Partners L.P.BBU Brookfield Business Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1612.19 Millions
Recent Price: 18.95    
Smart Investing & Trading Score: 0
Day Percent Change: -1.04%    
Day Change: -0.20
Week Change: -1.04%    
Year-to-date Change: -7.9%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU Trend Analysis ➞

Stock Chart of Bank of MontrealBMO Bank of Montreal
Sector: Financials
SubSector: Money Center Banks
MarketCap: 32830.2 Millions
Recent Price: 90.23    
Smart Investing & Trading Score: 0
Day Percent Change: -0.75%    
Day Change: -0.68
Week Change: -0.75%    
Year-to-date Change: -8.8%
BMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMO to Watchlist:       View:      Get Complete BMO Trend Analysis ➞

Stock Chart of Equinix, Inc. (REIT)EQIX Equinix, Inc. (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 45855.3 Millions
Recent Price: 726.34    
Smart Investing & Trading Score: 0
Day Percent Change: -0.72%    
Day Change: -5.27
Week Change: -0.72%    
Year-to-date Change: -9.8%
EQIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQIX to Watchlist:       View:      Get Complete EQIX Trend Analysis ➞

Stock Chart of Federated Hermes, Inc.FHI Federated Hermes, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1883.03 Millions
Recent Price: 32.67    
Smart Investing & Trading Score: 0
Day Percent Change: -0.40%    
Day Change: -0.13
Week Change: -0.4%    
Year-to-date Change: -3.5%
FHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHI to Watchlist:       View:      Get Complete FHI Trend Analysis ➞

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