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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 26, 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 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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 %YTD Change%
WDHWaterdrop  Insurance - 1.20530.84%14.61%
KKRKKR  Asset Mgmt94.8751-1.96%14.51%
CINFCinnati  Insurance118.4443-1.23%14.48%
CEMClearBridge MLP Closed-End Fund - Equity45.7376-0.53%14.08%
FEIFirst Trust Closed-End Fund - Equity9.7775-0.20%14.00%
JPMJPMorgan Chase Banks193.37700.15%13.68%
HTGCHercules Capital Mortgage18.9593-0.05%13.68%
UNMUnum  Insurance51.3643-1.17%13.58%
PHYSSprott Physical Exchange Traded Fund18.09440.56%13.56%
ERIEErie Indemnity Insurance380.2651-0.63%13.54%
SFStifel  Brokerage78.51930.29%13.54%
BRK.BBERKSHIRE HTH-B Insurance404.91480.17%13.31%
AMKAssetMark  Asset Mgmt33.8961-2.89%13.16%
CEFSprott Physical Asset Mgmt21.66510.74%13.11%
MFGMizuho  Foreign Banks3.8926-0.51%13.08%
WUGIEsoterica NextG Exchange Traded Fund57.9751-1.38%13.07%
GOFGuggenheim Strategic Closed-End Fund - Debt14.4668-0.14%12.97%
ENVAEnova  Credit Services62.4576-1.72%12.81%
GBDCGolub Capital Asset Mgmt17.0388-0.23%12.78%
SLQTSelectQuote  Insurance1.5431-3.44%12.77%
HGTYHagerty  Insurance - Property & Casualty8.8171-2.33%12.66%
SLGSL Green REIT - Retail50.8846-2.45%12.64%
MAINMain Street  Investments48.6893-0.25%12.61%
BACBank of America Banks37.9176-1.07%12.59%
CGBDTCG BDC Asset Mgmt16.84100-1.41%12.57%
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 8.72% and is currently outperforming the overall market by 3.56% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [465%] Hippo [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [52%]
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
B. Riley[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.20    
Smart Investing & Trading Score: 53
Day Percent Change: 0.84%    
Day Change: 0.01
Week Change: -1.64%    
Year-to-date Change: 14.6%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of KKR & Co. Inc.KKR KKR & Co. Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 17722.5 Millions
Recent Price: 94.87    
Smart Investing & Trading Score: 51
Day Percent Change: -1.96%    
Day Change: -1.90
Week Change: 2.43%    
Year-to-date Change: 14.5%
KKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KKR to Watchlist:       View:      Get Complete KKR Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 118.44    
Smart Investing & Trading Score: 43
Day Percent Change: -1.23%    
Day Change: -1.48
Week Change: -1.26%    
Year-to-date Change: 14.5%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF Trend Analysis ➞

Stock Chart of ClearBridge MLP and Midstream Fund IncCEM ClearBridge MLP and Midstream Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 114.747 Millions
Recent Price: 45.73    
Smart Investing & Trading Score: 76
Day Percent Change: -0.53%    
Day Change: -0.24
Week Change: 0.56%    
Year-to-date Change: 14.1%
CEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEM to Watchlist:       View:      Get Complete CEM Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.77    
Smart Investing & Trading Score: 75
Day Percent Change: -0.20%    
Day Change: -0.02
Week Change: 0.93%    
Year-to-date Change: 14.0%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI Trend Analysis ➞

Stock Chart of JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 193.37    
Smart Investing & Trading Score: 70
Day Percent Change: 0.15%    
Day Change: 0.29
Week Change: 4.07%    
Year-to-date Change: 13.7%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of Hercules Capital, Inc.HTGC Hercules Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 881.039 Millions
Recent Price: 18.95    
Smart Investing & Trading Score: 93
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: 2.65%    
Year-to-date Change: 13.7%
HTGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTGC to Watchlist:       View:      Get Complete HTGC Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 51.36    
Smart Investing & Trading Score: 43
Day Percent Change: -1.17%    
Day Change: -0.61
Week Change: 0%    
Year-to-date Change: 13.6%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of Sprott Physical Gold TrustPHYS Sprott Physical Gold Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 2365.21 Millions
Recent Price: 18.09    
Smart Investing & Trading Score: 44
Day Percent Change: 0.56%    
Day Change: 0.10
Week Change: -2.22%    
Year-to-date Change: 13.6%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 380.26    
Smart Investing & Trading Score: 51
Day Percent Change: -0.63%    
Day Change: -2.40
Week Change: -0.34%    
Year-to-date Change: 13.5%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Stifel Financial Corp.SF Stifel Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 2783.65 Millions
Recent Price: 78.51    
Smart Investing & Trading Score: 93
Day Percent Change: 0.29%    
Day Change: 0.23
Week Change: 4.25%    
Year-to-date Change: 13.5%
SF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SF to Watchlist:       View:      Get Complete SF Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 404.91    
Smart Investing & Trading Score: 48
Day Percent Change: 0.17%    
Day Change: 0.68
Week Change: -0.04%    
Year-to-date Change: 13.3%
BRK.B Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.B to Watchlist:       View:      Get Complete BRK.B 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: 33.89    
Smart Investing & Trading Score: 61
Day Percent Change: -2.89%    
Day Change: -1.01
Week Change: -2.45%    
Year-to-date Change: 13.2%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK Trend Analysis ➞

Stock Chart of Sprott Physical Gold and Silver TrustCEF Sprott Physical Gold and Silver Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 2485.33 Millions
Recent Price: 21.66    
Smart Investing & Trading Score: 51
Day Percent Change: 0.74%    
Day Change: 0.16
Week Change: -3.22%    
Year-to-date Change: 13.1%
CEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEF to Watchlist:       View:      Get Complete CEF Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.89    
Smart Investing & Trading Score: 26
Day Percent Change: -0.51%    
Day Change: -0.02
Week Change: 1.04%    
Year-to-date Change: 13.1%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of Esoterica NextG Economy ETFWUGI Esoterica NextG Economy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 57.97    
Smart Investing & Trading Score: 51
Day Percent Change: -1.38%    
Day Change: -0.81
Week Change: -0.51%    
Year-to-date Change: 13.1%
WUGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WUGI to Watchlist:       View:      Get Complete WUGI Trend Analysis ➞

Stock Chart of Guggenheim Strategic Opportunities FundGOF Guggenheim Strategic Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 609.107 Millions
Recent Price: 14.46    
Smart Investing & Trading Score: 68
Day Percent Change: -0.14%    
Day Change: -0.02
Week Change: 2.84%    
Year-to-date Change: 13.0%
GOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOF to Watchlist:       View:      Get Complete GOF Trend Analysis ➞

Stock Chart of Enova International, Inc.ENVA Enova International, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 345.508 Millions
Recent Price: 62.45    
Smart Investing & Trading Score: 76
Day Percent Change: -1.72%    
Day Change: -1.09
Week Change: 2.87%    
Year-to-date Change: 12.8%
ENVA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENVA to Watchlist:       View:      Get Complete ENVA Trend Analysis ➞

Stock Chart of Golub Capital BDC, Inc.GBDC Golub Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1493.23 Millions
Recent Price: 17.03    
Smart Investing & Trading Score: 88
Day Percent Change: -0.23%    
Day Change: -0.04
Week Change: 1.37%    
Year-to-date Change: 12.8%
GBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBDC to Watchlist:       View:      Get Complete GBDC Trend Analysis ➞

Stock Chart of SelectQuote, Inc.SLQT SelectQuote, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 38257 Millions
Recent Price: 1.54    
Smart Investing & Trading Score: 31
Day Percent Change: -3.44%    
Day Change: -0.06
Week Change: -9.38%    
Year-to-date Change: 12.8%
SLQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLQT to Watchlist:       View:      Get Complete SLQT Trend Analysis ➞

Stock Chart of Hagerty, Inc.HGTY Hagerty, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3110 Millions
Recent Price: 8.81    
Smart Investing & Trading Score: 71
Day Percent Change: -2.33%    
Day Change: -0.21
Week Change: -0.45%    
Year-to-date Change: 12.7%
HGTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HGTY to Watchlist:       View:      Get Complete HGTY Trend Analysis ➞

Stock Chart of SL Green Realty Corp.SLG SL Green Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 4048.14 Millions
Recent Price: 50.88    
Smart Investing & Trading Score: 46
Day Percent Change: -2.45%    
Day Change: -1.28
Week Change: 2.62%    
Year-to-date Change: 12.6%
SLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLG to Watchlist:       View:      Get Complete SLG Trend Analysis ➞

Stock Chart of Main Street Capital CorporationMAIN Main Street Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1355.7 Millions
Recent Price: 48.68    
Smart Investing & Trading Score: 93
Day Percent Change: -0.25%    
Day Change: -0.12
Week Change: 2.23%    
Year-to-date Change: 12.6%
MAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAIN to Watchlist:       View:      Get Complete MAIN Trend Analysis ➞

Stock Chart of Bank of America CorporationBAC Bank of America Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189690 Millions
Recent Price: 37.91    
Smart Investing & Trading Score: 76
Day Percent Change: -1.07%    
Day Change: -0.41
Week Change: 2.54%    
Year-to-date Change: 12.6%
BAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAC to Watchlist:       View:      Get Complete BAC Trend Analysis ➞

Stock Chart of TCG BDC, Inc.CGBD TCG BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 379.003 Millions
Recent Price: 16.84    
Smart Investing & Trading Score: 100
Day Percent Change: -1.41%    
Day Change: -0.24
Week Change: 0.72%    
Year-to-date Change: 12.6%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

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