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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 18, 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 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: 5.97 %
 Weekly Performance: -0.54 %
 Daily Performance: 0.39 %
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%
JRINuveen Real Closed-End Fund - Equity10.9010-0.73%-1.89%
AEFAberdeen Emerging Asset Mgmt4.8736-0.39%-1.89%
GHYPGIM Global Closed-End Fund - Debt11.1610-0.04%-1.89%
USXFiShares ESG Exchange Traded Fund42.52510.45%-1.89%
TEITempleton Emerging Closed-End Fund - Debt5.17150.39%-1.90%
PFISPeoples  Regional Banks36.6718-0.99%-1.91%
TCHPT. Rowe Exchange Traded Fund34.39440.31%-1.92%
AIZAssurant  Insurance170.84430.44%-1.93%
OHIOmega Healthcare REIT29.9136-0.17%-1.93%
BCBPBCB Bancorp Regional Banks9.59303.01%-1.94%
KJULInnovator Russell Exchange Traded Fund26.6223-0.11%-1.94%
FBPFirst Ban Foreign Banks16.32250.21%-1.95%
HTHHilltop  Mortgage28.95181.06%-1.95%
HLIHoulihan Lokey Brokerage122.6144-0.18%-1.95%
FHIFederated Hermes Asset Mgmt35.0333-0.14%-1.96%
PMTPennyMac Mortgage Mortgage13.29250.42%-1.96%
LMNDLemonade  Insurance Property & Casualty16.45634.51%-1.97%
TRMKTrustmark  Regional Banks25.68280.86%-1.98%
BEKEKE  Real Estate Services12.90250.16%-1.98%
WABCWestamerica Ban Regional Banks45.69400.42%-1.99%
BWGLegg Mason Closed-End Fund - Debt7.98100.74%-1.99%
NDAQNasdaq   Investments60.29610.47%-2.00%
GDVGabelli Dividend Closed-End Fund - Equity21.5228-0.23%-2.00%
RWTRedwood Trust Mortgage5.62251.91%-2.01%
BENFranklin Resources Asset Mgmt24.90180.36%-2.01%
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 5.97% and is currently outperforming the overall market by 1.94% 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: 56
YTD Performance: 5.97%
**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 [430%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[70%] Grupo Financiero[63%] Yiren Digital[55%]
Fidelis Insurance[53%] First [52%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[45%] 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[44.5%] Medical Properties[23.7%] Globe Life[11.7%]
James River[9.1%] Huize Holding[6.7%] GoHealth [6.5%]
Victory Capital[6.2%] AdvisorShares Pure[6.1%] Citizens [5.7%]
Green Dot[5.4%] Bancorp [5.4%] Morgan Stanley[5%]
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[-56%] Hywin [-56%] Fathom [-55%]
FRP [-53%] AlTi Global[-50%] C&F [-48%]
eHealth [-47%] Fanhua [-47%] RE/MAX [-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
Medical Properties[100] Macatawa Bank[100] Regional Management[100]
Stellus Capital[100] Mercury General[95] Kernel [95]
HDFC Bank[93] Charles Schwab[93] Fidus [93]
BlackRock MuniYield[93] Old Second[93] Wells Fargo[90]
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  39.84560.39-0.545.97%
IAIBroker-Dealers & Secs 110.49630.13-0.311.81%
IYFFinancials  89.95480.51-0.665.32%
IYGFinancial Services  62.53490.08-1.084.68%
KRERegional Banking  45.99280.35-1.14-12.28%
IXGGlobal Financials  82.26360.37-0.484.69%
VFHFinancials  96.24560.22-0.974.31%
KBEBank  43.27250.39-1.19-5.98%
FASFinancial Bull 3X 94.03630.88-2.2813.77%
FAZFinancial Bear 3X 11.7032-0.512.54-14.41%
UYGFinancials  60.67630.57-1.299.92%
IATRegional Banks  39.6020-0.08-2.08-5.35%
KIEInsurance  48.11580.82-0.436.39%
PSCFSmallCap Financials  44.94150.18-1.03-8.62%
EUFNEurope Financials  21.88560.30-0.074.37%
PGFFinancial Preferred  14.4418-0.38-1.67-0.99%
 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 Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 10
Day Percent Change: -0.73%    
Day Change: -0.08
Week Change: -1.89%    
Year-to-date Change: -7.0%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of Aberdeen Emerging Markets Equity Income Fund, Inc.AEF Aberdeen Emerging Markets Equity Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 245.803 Millions
Recent Price: 4.87    
Smart Investing & Trading Score: 36
Day Percent Change: -0.39%    
Day Change: -0.02
Week Change: -1.89%    
Year-to-date Change: -4.7%
AEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEF to Watchlist:       View:      Get Complete AEF Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.16    
Smart Investing & Trading Score: 10
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -1.89%    
Year-to-date Change: -1.7%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of iShares ESG Advanced MSCI USA ETFUSXF iShares ESG Advanced MSCI USA ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.52    
Smart Investing & Trading Score: 51
Day Percent Change: 0.45%    
Day Change: 0.19
Week Change: -1.89%    
Year-to-date Change: 6.8%
USXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USXF to Watchlist:       View:      Get Complete USXF Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income FundTEI Templeton Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 337.907 Millions
Recent Price: 5.17    
Smart Investing & Trading Score: 15
Day Percent Change: 0.39%    
Day Change: 0.02
Week Change: -1.9%    
Year-to-date Change: 1.4%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 36.67    
Smart Investing & Trading Score: 18
Day Percent Change: -0.99%    
Day Change: -0.37
Week Change: -1.91%    
Year-to-date Change: -24.7%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of T. Rowe Price Blue Chip Growth ETFTCHP T. Rowe Price Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.39    
Smart Investing & Trading Score: 44
Day Percent Change: 0.31%    
Day Change: 0.11
Week Change: -1.92%    
Year-to-date Change: 11.3%
TCHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCHP to Watchlist:       View:      Get Complete TCHP Trend Analysis ➞

Stock Chart of Assurant, Inc.AIZ Assurant, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 6110.3 Millions
Recent Price: 170.84    
Smart Investing & Trading Score: 43
Day Percent Change: 0.44%    
Day Change: 0.75
Week Change: -1.93%    
Year-to-date Change: 1.4%
AIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIZ to Watchlist:       View:      Get Complete AIZ Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 29.91    
Smart Investing & Trading Score: 36
Day Percent Change: -0.17%    
Day Change: -0.05
Week Change: -1.93%    
Year-to-date Change: -2.5%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

Stock Chart of BCB Bancorp, Inc.BCBP BCB Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 196.799 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 30
Day Percent Change: 3.01%    
Day Change: 0.28
Week Change: -1.94%    
Year-to-date Change: -25.4%
BCBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCBP to Watchlist:       View:      Get Complete BCBP Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 26.62    
Smart Investing & Trading Score: 23
Day Percent Change: -0.11%    
Day Change: -0.03
Week Change: -1.94%    
Year-to-date Change: -2.2%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

Stock Chart of First BanCorp.FBP First BanCorp.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 913.079 Millions
Recent Price: 16.32    
Smart Investing & Trading Score: 25
Day Percent Change: 0.21%    
Day Change: 0.04
Week Change: -1.95%    
Year-to-date Change: -0.8%
FBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBP to Watchlist:       View:      Get Complete FBP Trend Analysis ➞

Stock Chart of Hilltop Holdings Inc.HTH Hilltop Holdings Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1317.89 Millions
Recent Price: 28.95    
Smart Investing & Trading Score: 18
Day Percent Change: 1.06%    
Day Change: 0.30
Week Change: -1.95%    
Year-to-date Change: -17.8%
HTH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTH to Watchlist:       View:      Get Complete HTH Trend Analysis ➞

Stock Chart of Houlihan Lokey, Inc.HLI Houlihan Lokey, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 3352.65 Millions
Recent Price: 122.61    
Smart Investing & Trading Score: 44
Day Percent Change: -0.18%    
Day Change: -0.21
Week Change: -1.95%    
Year-to-date Change: 2.3%
HLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLI to Watchlist:       View:      Get Complete HLI Trend Analysis ➞

Stock Chart of Federated Hermes, Inc.FHI Federated Hermes, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1883.03 Millions
Recent Price: 35.03    
Smart Investing & Trading Score: 33
Day Percent Change: -0.14%    
Day Change: -0.05
Week Change: -1.96%    
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 ➞

Stock Chart of PennyMac Mortgage Investment TrustPMT PennyMac Mortgage Investment Trust
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 917.639 Millions
Recent Price: 13.29    
Smart Investing & Trading Score: 25
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: -1.96%    
Year-to-date Change: -11.1%
PMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMT to Watchlist:       View:      Get Complete PMT Trend Analysis ➞

Stock Chart of Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 16.45    
Smart Investing & Trading Score: 63
Day Percent Change: 4.51%    
Day Change: 0.71
Week Change: -1.97%    
Year-to-date Change: 2.0%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 25.68    
Smart Investing & Trading Score: 28
Day Percent Change: 0.86%    
Day Change: 0.22
Week Change: -1.98%    
Year-to-date Change: -7.9%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of KE Holdings Inc.BEKE KE Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 80167 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 25
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: -1.98%    
Year-to-date Change: -20.4%
BEKE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEKE to Watchlist:       View:      Get Complete BEKE Trend Analysis ➞

Stock Chart of Westamerica BancorporationWABC Westamerica Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1557.69 Millions
Recent Price: 45.69    
Smart Investing & Trading Score: 40
Day Percent Change: 0.42%    
Day Change: 0.19
Week Change: -1.99%    
Year-to-date Change: -19.0%
WABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WABC to Watchlist:       View:      Get Complete WABC Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 7.98    
Smart Investing & Trading Score: 10
Day Percent Change: 0.74%    
Day Change: 0.06
Week Change: -1.99%    
Year-to-date Change: -4.5%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of Nasdaq, Inc.NDAQ Nasdaq, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 14885.2 Millions
Recent Price: 60.29    
Smart Investing & Trading Score: 61
Day Percent Change: 0.47%    
Day Change: 0.28
Week Change: -2%    
Year-to-date Change: 3.7%
NDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NDAQ to Watchlist:       View:      Get Complete NDAQ Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 21.52    
Smart Investing & Trading Score: 28
Day Percent Change: -0.23%    
Day Change: -0.05
Week Change: -2%    
Year-to-date Change: -0.6%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of Redwood Trust, Inc.RWT Redwood Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 674.739 Millions
Recent Price: 5.62    
Smart Investing & Trading Score: 25
Day Percent Change: 1.91%    
Day Change: 0.11
Week Change: -2.01%    
Year-to-date Change: -24.2%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 24.90    
Smart Investing & Trading Score: 18
Day Percent Change: 0.36%    
Day Change: 0.09
Week Change: -2.01%    
Year-to-date Change: -16.4%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

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