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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 trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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 %Weekly Change%
DMBBNY  Asset Mgmt9.980-0.30%-1.48%
NYMTZNew York REIT - Mortgage17.35170.35%-1.48%
AFGAmerican  Insurance125.41540.67%-1.49%
AMHAmerican Homes REIT35.03381.07%-1.49%
RNPCohen & Steers REIT and Preferred ome Fund Closed-End Fund - Debt19.21251.00%-1.49%
BGRBlackRock Energy Closed-End Fund - Equity13.1144-0.53%-1.50%
VICIVICI Properties REIT - 27.52251.18%-1.50%
DFAIDimensional  Exchange Traded Fund28.9343-0.21%-1.50%
ROROATAC US Exchange Traded Fund17.21380.06%-1.50%
THFFFirst  Regional Banks35.23100.66%-1.51%
PFBCPreferred Bank Regional Banks72.24410.99%-1.51%
SIXS6 Meridian Exchange Traded Fund44.2010-0.32%-1.51%
EBCEastern Bankshares Banks Regional12.42271.47%-1.51%
FAXAberdeen Asia-Pacific Closed-End Fund - Debt2.59170.00%-1.52%
FUNCFirst United Regional Banks22.1000.36%-1.52%
SARSaratoga   Investments22.73180.26%-1.52%
AESRAnfield U.S. Exchange Traded Fund14.89490.40%-1.52%
BENFranklin Resources Asset Mgmt25.02180.85%-1.53%
BUSEFirst Busey Regional Banks21.8610-0.18%-1.53%
TDSCCabana Target Exchange Traded Fund23.1731-0.13%-1.53%
INVHInvitation Homes Real Estatet33.40611.00%-1.53%
MMTMFS Multimarket Closed-End Fund - Debt4.48250.40%-1.54%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.6023-0.54%-1.54%
HAFCHanmi  Regional Banks14.60370.69%-1.55%
FIBKFirst Interstate Regional Banks24.70281.06%-1.55%
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 5.93% and is currently outperforming the overall market by 1.74% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33430.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4518-0.28-1.57-0.89%
 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 BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 0
Day Percent Change: -0.30%    
Day Change: -0.03
Week Change: -1.48%    
Year-to-date Change: -3.2%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTZ New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 17.35    
Smart Investing & Trading Score: 17
Day Percent Change: 0.35%    
Day Change: 0.06
Week Change: -1.48%    
Year-to-date Change: -0.9%
NYMTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTZ to Watchlist:       View:      Get Complete NYMTZ Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFG American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 5353.82 Millions
Recent Price: 125.41    
Smart Investing & Trading Score: 54
Day Percent Change: 0.67%    
Day Change: 0.84
Week Change: -1.49%    
Year-to-date Change: 5.5%
AFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFG to Watchlist:       View:      Get Complete AFG Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 6135.31 Millions
Recent Price: 35.03    
Smart Investing & Trading Score: 38
Day Percent Change: 1.07%    
Day Change: 0.37
Week Change: -1.49%    
Year-to-date Change: -2.6%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of Cohen & Steers REIT and Preferred Income Fund, Inc.RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 634.507 Millions
Recent Price: 19.21    
Smart Investing & Trading Score: 25
Day Percent Change: 1.00%    
Day Change: 0.19
Week Change: -1.49%    
Year-to-date Change: -4.7%
RNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNP to Watchlist:       View:      Get Complete RNP Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.11    
Smart Investing & Trading Score: 44
Day Percent Change: -0.53%    
Day Change: -0.07
Week Change: -1.5%    
Year-to-date Change: 5.3%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of VICI Properties Inc.VICI VICI Properties Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 7327.03 Millions
Recent Price: 27.52    
Smart Investing & Trading Score: 25
Day Percent Change: 1.18%    
Day Change: 0.32
Week Change: -1.5%    
Year-to-date Change: -13.7%
VICI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VICI to Watchlist:       View:      Get Complete VICI Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.93    
Smart Investing & Trading Score: 43
Day Percent Change: -0.21%    
Day Change: -0.06
Week Change: -1.5%    
Year-to-date Change: 1.0%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.21    
Smart Investing & Trading Score: 38
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: -1.5%    
Year-to-date Change: -2.7%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of First Financial CorporationTHFF First Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 433.07 Millions
Recent Price: 35.23    
Smart Investing & Trading Score: 10
Day Percent Change: 0.66%    
Day Change: 0.23
Week Change: -1.51%    
Year-to-date Change: -18.1%
THFF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THFF to Watchlist:       View:      Get Complete THFF Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 72.24    
Smart Investing & Trading Score: 41
Day Percent Change: 0.99%    
Day Change: 0.71
Week Change: -1.51%    
Year-to-date Change: -1.1%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of 6 Meridian Small Cap Equity ETFSIXS 6 Meridian Small Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.20    
Smart Investing & Trading Score: 10
Day Percent Change: -0.32%    
Day Change: -0.14
Week Change: -1.51%    
Year-to-date Change: -6.5%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of Eastern Bankshares, Inc.EBC Eastern Bankshares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 30057 Millions
Recent Price: 12.42    
Smart Investing & Trading Score: 27
Day Percent Change: 1.47%    
Day Change: 0.18
Week Change: -1.51%    
Year-to-date Change: -12.5%
EBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBC to Watchlist:       View:      Get Complete EBC Trend Analysis ➞

Stock Chart of Aberdeen Asia-Pacific Income Fund, Inc.FAX Aberdeen Asia-Pacific Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 807.407 Millions
Recent Price: 2.59    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.52%    
Year-to-date Change: -4.4%
FAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAX to Watchlist:       View:      Get Complete FAX Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.10    
Smart Investing & Trading Score: 0
Day Percent Change: 0.36%    
Day Change: 0.08
Week Change: -1.52%    
Year-to-date Change: -6.0%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 22.73    
Smart Investing & Trading Score: 18
Day Percent Change: 0.26%    
Day Change: 0.06
Week Change: -1.52%    
Year-to-date Change: -12.1%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Anfield U.S. Equity Sector Rotation ETFAESR Anfield U.S. Equity Sector Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 14.89    
Smart Investing & Trading Score: 49
Day Percent Change: 0.40%    
Day Change: 0.06
Week Change: -1.52%    
Year-to-date Change: 7.7%
AESR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AESR to Watchlist:       View:      Get Complete AESR Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 25.02    
Smart Investing & Trading Score: 18
Day Percent Change: 0.85%    
Day Change: 0.21
Week Change: -1.53%    
Year-to-date Change: -16.0%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of First Busey CorporationBUSE First Busey Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 876.97 Millions
Recent Price: 21.86    
Smart Investing & Trading Score: 10
Day Percent Change: -0.18%    
Day Change: -0.04
Week Change: -1.53%    
Year-to-date Change: -11.9%
BUSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUSE to Watchlist:       View:      Get Complete BUSE 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: 31
Day Percent Change: -0.13%    
Day Change: -0.03
Week Change: -1.53%    
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 Invitation Homes Inc.INVH Invitation Homes Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 9782.89 Millions
Recent Price: 33.40    
Smart Investing & Trading Score: 61
Day Percent Change: 1.00%    
Day Change: 0.33
Week Change: -1.53%    
Year-to-date Change: -2.1%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.48    
Smart Investing & Trading Score: 25
Day Percent Change: 0.40%    
Day Change: 0.02
Week Change: -1.54%    
Year-to-date Change: -1.5%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.60    
Smart Investing & Trading Score: 23
Day Percent Change: -0.54%    
Day Change: -0.08
Week Change: -1.54%    
Year-to-date Change: 0.3%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 14.60    
Smart Investing & Trading Score: 37
Day Percent Change: 0.69%    
Day Change: 0.10
Week Change: -1.55%    
Year-to-date Change: -24.7%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 24.70    
Smart Investing & Trading Score: 28
Day Percent Change: 1.06%    
Day Change: 0.26
Week Change: -1.55%    
Year-to-date Change: -19.7%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

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