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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 19, 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 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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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%
CBHAllianzGI Convertible Asset Mgmt8.84410.06%1.38%
PLAOPatria Latin SPAC11.33410.00%2.16%
PMLPIMCO Municipal Closed-End Fund - Debt8.3041-0.12%0.00%
TPLTexas Pacific Real Estatet582.60400.03%-62.95%
RNRRenaissanceRe  Insurance224.74390.85%14.66%
BBDCBarings BDC Credit Services9.1939-0.65%7.11%
AMKAssetMark  Asset Mgmt34.74380.70%15.99%
FINVFinVolution  Credit Services4.74380.21%-3.27%
LANDMGladstone Land REIT - Specialty24.01380.18%1.48%
AGNCMAGNC  Mortgage24.59380.04%4.59%
MSDMorgan Stanley Closed-End Fund - Debt6.94380.00%-0.14%
WRBW. R. Insurance82.40381.75%16.52%
AELAmerican Equity Life Insurance55.40380.47%-0.72%
VTNInvesco Trust Closed-End Fund - Debt10.45380.10%0.38%
TDSCCabana Target Exchange Traded Fund23.17380.01%-0.59%
MUIBlackRock Muni Closed-End Fund - Debt11.62380.00%-0.17%
GDLGDL Fund Closed-End Fund - Equity7.81380.00%-2.86%
ESGRPEnstar  Insurance25.25380.00%0.68%
IGDVoya Global Closed-End Fund - Foreign5.0038-0.20%0.60%
QCRHQCR  Regional - Southwest Banks57.31373.44%-1.84%
WALWestern Alliance Regional Banks57.44373.05%-12.69%
ONBOld National Regional Banks16.17372.47%-4.26%
CIMChimera  Mortgage4.11372.24%-17.64%
STCStewart Information Insurance60.52372.23%3.01%
AJXGreat Ajax Mortgage3.47372.06%-34.53%
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 7.39% and is currently outperforming the overall market by 4.01% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 63
YTD Performance: 7.39%
**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 [394%] Hippo [119%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] EverQuote [50%]
Fidelis Insurance[50%] Heritage Insurance[47%] Mercury General[44%]
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
Macatawa Bank[46.8%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.3%]
Southern First[8.9%] Chemung [8.5%] Summit [8%]
Bancorp [7.9%] BancFirst [7.8%] Old Second[7.4%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-50%] eHealth [-49%] Hywin [-48%]
Upstart [-47%] C&F [-46%] Fanhua [-46%]
.
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
Old Second[100] Tejon Ranch[100] Victory Capital[100]
United Fire[100] Wells Fargo[100] ASA Gold[100]
Stellus Capital[100] Fidus [100] WhiteHorse Finance[100]
Goldman Sachs[100] TCG BDC[100] Virtu [95]
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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.36481.100.246.07%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41372.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.11632.241.0412.52%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  44.76150.01-1.42-8.98%
EUFNEurope Financials  21.96410.410.324.77%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 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: 8.84    
Smart Investing & Trading Score: 41
Day Percent Change: 0.06%    
Day Change: 0.00
Week Change: 0.23%    
Year-to-date Change: 1.4%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 41
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.2%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIPML PIMCO Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 688.207 Millions
Recent Price: 8.30    
Smart Investing & Trading Score: 41
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: -0.72%    
Year-to-date Change: 0.0%
PML Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PML to Watchlist:       View:      Get Complete PML Trend Analysis ➞

Stock Chart of Texas Pacific Land TrustTPL Texas Pacific Land Trust
Sector: Financials
SubSector: Real Estate Development
MarketCap: 3052.29 Millions
Recent Price: 582.60    
Smart Investing & Trading Score: 40
Day Percent Change: 0.03%    
Day Change: 0.20
Week Change: -3.82%    
Year-to-date Change: -63.0%
TPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPL to Watchlist:       View:      Get Complete TPL Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 224.74    
Smart Investing & Trading Score: 39
Day Percent Change: 0.85%    
Day Change: 1.90
Week Change: 4.15%    
Year-to-date Change: 14.7%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 9.19    
Smart Investing & Trading Score: 39
Day Percent Change: -0.65%    
Day Change: -0.06
Week Change: 0.22%    
Year-to-date Change: 7.1%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of AssetMark Financial Holdings, Inc.AMK AssetMark Financial Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1296.33 Millions
Recent Price: 34.74    
Smart Investing & Trading Score: 38
Day Percent Change: 0.70%    
Day Change: 0.24
Week Change: -3.82%    
Year-to-date Change: 16.0%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 4.74    
Smart Investing & Trading Score: 38
Day Percent Change: 0.21%    
Day Change: 0.01
Week Change: -5.2%    
Year-to-date Change: -3.3%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDM Gladstone Land Corporation
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 581 Millions
Recent Price: 24.01    
Smart Investing & Trading Score: 38
Day Percent Change: 0.18%    
Day Change: 0.04
Week Change: -0.66%    
Year-to-date Change: 1.5%
LANDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDM to Watchlist:       View:      Get Complete LANDM Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCM AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 7568.89 Millions
Recent Price: 24.59    
Smart Investing & Trading Score: 38
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: -0.57%    
Year-to-date Change: 4.6%
AGNCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCM to Watchlist:       View:      Get Complete AGNCM Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 6.94    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1%    
Year-to-date Change: -0.1%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD 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: 82.40    
Smart Investing & Trading Score: 38
Day Percent Change: 1.75%    
Day Change: 1.42
Week Change: 0.3%    
Year-to-date Change: 16.5%
WRB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRB to Watchlist:       View:      Get Complete WRB Trend Analysis ➞

Stock Chart of American Equity Investment Life Holding CompanyAEL American Equity Investment Life Holding Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 1304.46 Millions
Recent Price: 55.40    
Smart Investing & Trading Score: 38
Day Percent Change: 0.47%    
Day Change: 0.26
Week Change: 0.54%    
Year-to-date Change: -0.7%
AEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEL to Watchlist:       View:      Get Complete AEL Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.45    
Smart Investing & Trading Score: 38
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -1.14%    
Year-to-date Change: 0.4%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 10 ETFTDSC Cabana Target Drawdown 10 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.17    
Smart Investing & Trading Score: 38
Day Percent Change: 0.01%    
Day Change: 0.00
Week Change: -1.52%    
Year-to-date Change: -0.6%
TDSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSC to Watchlist:       View:      Get Complete TDSC Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.62    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.26%    
Year-to-date Change: -0.2%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.25    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.2%    
Year-to-date Change: 0.7%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.00    
Smart Investing & Trading Score: 38
Day Percent Change: -0.20%    
Day Change: -0.01
Week Change: -0.79%    
Year-to-date Change: 0.6%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of QCR Holdings, Inc.QCRH QCR Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 465.765 Millions
Recent Price: 57.31    
Smart Investing & Trading Score: 37
Day Percent Change: 3.44%    
Day Change: 1.91
Week Change: 2.2%    
Year-to-date Change: -1.8%
QCRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QCRH to Watchlist:       View:      Get Complete QCRH Trend Analysis ➞

Stock Chart of Western Alliance BancorporationWAL Western Alliance Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2980.09 Millions
Recent Price: 57.44    
Smart Investing & Trading Score: 37
Day Percent Change: 3.05%    
Day Change: 1.70
Week Change: 1.36%    
Year-to-date Change: -12.7%
WAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAL to Watchlist:       View:      Get Complete WAL Trend Analysis ➞

Stock Chart of Old National BancorpONB Old National Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 2340.8 Millions
Recent Price: 16.17    
Smart Investing & Trading Score: 37
Day Percent Change: 2.47%    
Day Change: 0.39
Week Change: 2.28%    
Year-to-date Change: -4.3%
ONB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONB to Watchlist:       View:      Get Complete ONB Trend Analysis ➞

Stock Chart of Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 4.11    
Smart Investing & Trading Score: 37
Day Percent Change: 2.24%    
Day Change: 0.09
Week Change: 0.74%    
Year-to-date Change: -17.6%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of Stewart Information Services CorporationSTC Stewart Information Services Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 629.912 Millions
Recent Price: 60.52    
Smart Investing & Trading Score: 37
Day Percent Change: 2.23%    
Day Change: 1.32
Week Change: 0.88%    
Year-to-date Change: 3.0%
STC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STC to Watchlist:       View:      Get Complete STC Trend Analysis ➞

Stock Chart of Great Ajax Corp.AJX Great Ajax Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 154.539 Millions
Recent Price: 3.47    
Smart Investing & Trading Score: 37
Day Percent Change: 2.06%    
Day Change: 0.07
Week Change: -7.22%    
Year-to-date Change: -34.5%
AJX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJX to Watchlist:       View:      Get Complete AJX Trend Analysis ➞

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