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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 18, 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 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 5.56 %
 Weekly Performance: -0.92 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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%
BBNBlackRock Taxable Closed-End Fund - Debt15.64170.90%-3.81%
IBOC Bancshares Regional - Southwest Banks52.1825-0.63%-3.94%
AMSFAmerisafe  Insurance48.6539-0.41%4.00%
VCTRVictory Capital Asset Mgmt44.66950.09%29.67%
SAFTSafety Insurance Insurance78.2220-1.91%2.93%
TMPTompkins  Regional Banks43.5120-0.53%-27.76%
HTLFHeartland  Regional - Southwest Banks33.0110-0.87%-12.23%
STBAS&T Bancorp Regional Banks29.20250.03%-12.63%
PDIPIMCO Dynamic Closed-End Fund - Debt18.6200.05%3.73%
IBTXIndependent Bank Regional Banks39.55170.94%-22.27%
UHTUniversal Health REIT32.380-1.82%-25.13%
UEUrban Edge REIT - 16.01170.25%-12.51%
MBINNMerchants Bancorp Banks - Regional19.33100.10%-5.20%
MBINMMerchants Bancorp Banks - Regional25.25100.24%2.27%
PJTPJT Partners Asset Mgmt92.2270.08%-9.47%
HOPEHope Bancorp Regional Banks10.280-0.39%-14.90%
UTGReaves Utility Closed-End Fund - Equity25.83271.29%-3.40%
CRVLCorVel  Insurance232.3010-1.35%-6.03%
PTYPIMCO Corporate Closed-End Fund - Debt13.66170.96%3.17%
GDVGabelli Dividend Closed-End Fund - Equity21.57350.42%-0.32%
BANFBancFirst  Regional - Southwest Banks81.270-0.68%-16.50%
SVCService Properties REIT6.100-3.63%-28.57%
CHCOCity Holding Regional Banks98.70250.36%-10.48%
XHRXenia Hotels REIT14.1231-1.53%3.67%
PKSTPeakstone Realty REIT - 12.290-3.76%-40.11%
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 5.56% and is currently outperforming the overall market by 1.15% 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: 36
YTD Performance: 5.56%
**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 [413%] Hippo [123%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[60%] EverQuote [54%]
First [51%] Yiren Digital[51%] Fidelis Insurance[48%]
Banco BBVA[48%] Heritage Insurance[42%] Vista Oil[40%]
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[42.8%] Medical Properties[19.6%] ESSA Bancorp[8.2%]
Globe Life[7%] AdvisorShares Pure[6.7%] New York[4.6%]
Morgan Stanley[4.5%] Bancorp [4.3%] GoHealth [4%]
Victory Capital[4%] Goldman Sachs[3.7%] Charles Schwab[3.5%]
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%] Fathom [-54%] FRP [-53%]
Hywin [-51%] C&F [-50%] eHealth [-50%]
AlTi Global[-50%] Globe Life[-48%] Fanhua [-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] BlackRock MuniYield[100] Western Asset[100]
Stellus Capital[100] Kernel [100] Victory Capital[95]
Macatawa Bank[93] TCG BDC[90] Sprott Physical[90]
Sprott Physical[90] Thunder Bridge[88] Charles Schwab[88]
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  39.69360.25-0.925.56%
IAIBroker-Dealers & Secs 110.35560.50-0.431.68%
IYFFinancials  89.49410.21-1.174.78%
IYGFinancial Services  62.48410.40-1.154.59%
KRERegional Banking  45.83270.31-1.48-12.59%
IXGGlobal Financials  81.96360.71-0.854.3%
VFHFinancials  96.03480.21-1.184.09%
KBEBank  43.10220.12-1.58-6.35%
FASFinancial Bull 3X 93.21360.58-3.1312.78%
FAZFinancial Bear 3X 11.7659-0.593.07-13.97%
UYGFinancials  60.33360.45-1.859.29%
IATRegional Banks  39.63100.03-2-5.28%
KIEInsurance  47.7223-0.73-1.245.53%
PSCFSmallCap Financials  44.86170.63-1.21-8.78%
EUFNEurope Financials  21.81561.18-0.374.06%
PGFFinancial Preferred  14.49170.07-1.29-0.62%
 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 BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1169.87 Millions
Recent Price: 15.64    
Smart Investing & Trading Score: 17
Day Percent Change: 0.90%    
Day Change: 0.14
Week Change: 0%    
Year-to-date Change: -3.8%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 52.18    
Smart Investing & Trading Score: 25
Day Percent Change: -0.63%    
Day Change: -0.33
Week Change: -0.57%    
Year-to-date Change: -3.9%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of Amerisafe, Inc.AMSF Amerisafe, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1159.32 Millions
Recent Price: 48.65    
Smart Investing & Trading Score: 39
Day Percent Change: -0.41%    
Day Change: -0.20
Week Change: 1.86%    
Year-to-date Change: 4.0%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 44.66    
Smart Investing & Trading Score: 95
Day Percent Change: 0.09%    
Day Change: 0.04
Week Change: 3.98%    
Year-to-date Change: 29.7%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 78.22    
Smart Investing & Trading Score: 20
Day Percent Change: -1.91%    
Day Change: -1.52
Week Change: 0.15%    
Year-to-date Change: 2.9%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of Tompkins Financial CorporationTMP Tompkins Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1144.79 Millions
Recent Price: 43.51    
Smart Investing & Trading Score: 20
Day Percent Change: -0.53%    
Day Change: -0.23
Week Change: -1.85%    
Year-to-date Change: -27.8%
TMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TMP to Watchlist:       View:      Get Complete TMP Trend Analysis ➞

Stock Chart of Heartland Financial USA, Inc.HTLF Heartland Financial USA, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1143.85 Millions
Recent Price: 33.01    
Smart Investing & Trading Score: 10
Day Percent Change: -0.87%    
Day Change: -0.29
Week Change: -2.45%    
Year-to-date Change: -12.2%
HTLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTLF to Watchlist:       View:      Get Complete HTLF Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 29.20    
Smart Investing & Trading Score: 25
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: -0.27%    
Year-to-date Change: -12.6%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income FundPDI PIMCO Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1135.47 Millions
Recent Price: 18.62    
Smart Investing & Trading Score: 0
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: -2.87%    
Year-to-date Change: 3.7%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

Stock Chart of Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 39.55    
Smart Investing & Trading Score: 17
Day Percent Change: 0.94%    
Day Change: 0.37
Week Change: -2.47%    
Year-to-date Change: -22.3%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 32.38    
Smart Investing & Trading Score: 0
Day Percent Change: -1.82%    
Day Change: -0.60
Week Change: -3.05%    
Year-to-date Change: -25.1%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 16.01    
Smart Investing & Trading Score: 17
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -1.66%    
Year-to-date Change: -12.5%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 19.33    
Smart Investing & Trading Score: 10
Day Percent Change: 0.10%    
Day Change: 0.02
Week Change: -4.16%    
Year-to-date Change: -5.2%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.25    
Smart Investing & Trading Score: 10
Day Percent Change: 0.24%    
Day Change: 0.06
Week Change: -2.73%    
Year-to-date Change: 2.3%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 92.22    
Smart Investing & Trading Score: 7
Day Percent Change: 0.08%    
Day Change: 0.07
Week Change: -0.86%    
Year-to-date Change: -9.5%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of Hope Bancorp, Inc.HOPE Hope Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1099.29 Millions
Recent Price: 10.28    
Smart Investing & Trading Score: 0
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -2.74%    
Year-to-date Change: -14.9%
HOPE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOPE to Watchlist:       View:      Get Complete HOPE Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 25.83    
Smart Investing & Trading Score: 27
Day Percent Change: 1.29%    
Day Change: 0.33
Week Change: -0.96%    
Year-to-date Change: -3.4%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 232.30    
Smart Investing & Trading Score: 10
Day Percent Change: -1.35%    
Day Change: -3.19
Week Change: -1.81%    
Year-to-date Change: -6.0%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 13.66    
Smart Investing & Trading Score: 17
Day Percent Change: 0.96%    
Day Change: 0.13
Week Change: -2.22%    
Year-to-date Change: 3.2%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY 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: 21.57    
Smart Investing & Trading Score: 35
Day Percent Change: 0.42%    
Day Change: 0.09
Week Change: -1.78%    
Year-to-date Change: -0.3%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 81.27    
Smart Investing & Trading Score: 0
Day Percent Change: -0.68%    
Day Change: -0.56
Week Change: -1.82%    
Year-to-date Change: -16.5%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF Trend Analysis ➞

Stock Chart of Service Properties TrustSVC Service Properties Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1067.74 Millions
Recent Price: 6.10    
Smart Investing & Trading Score: 0
Day Percent Change: -3.63%    
Day Change: -0.23
Week Change: -5.86%    
Year-to-date Change: -28.6%
SVC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVC to Watchlist:       View:      Get Complete SVC Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 98.70    
Smart Investing & Trading Score: 25
Day Percent Change: 0.36%    
Day Change: 0.35
Week Change: -0.08%    
Year-to-date Change: -10.5%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 14.12    
Smart Investing & Trading Score: 31
Day Percent Change: -1.53%    
Day Change: -0.22
Week Change: -4.92%    
Year-to-date Change: 3.7%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 12.29    
Smart Investing & Trading Score: 0
Day Percent Change: -3.76%    
Day Change: -0.48
Week Change: -10.75%    
Year-to-date Change: -40.1%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

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