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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
May 1, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 39 (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 58 and hence a deterioration of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: -0.98 %
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Financial Sector Trend
39 / 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%
UVSPUnivest  Regional Banks20.8780-2.20-5.27%
DRHDiamondRock Hospitality REIT8.9033-2.20-5.22%
OPFIOppFi  Credit Services2.6710-2.20-47.75%
HONEHarborOne Bancorp S&L10.1360-2.22-15.44%
TCBXThird Coast Banks - Regional19.4281-2.22-2.95%
AGOAssured Guaranty Insurance76.700-2.232.50%
PGCPeapack-Gladstone  Regional Banks22.3820-2.23-24.95%
PPBIPacific Premier Regional Banks21.5028-2.23-26.14%
MOFGMidWestOne  Regional - Southwest Banks20.1718-2.23-25.05%
JXNJackson  Insurance - Life68.3251-2.2332.92%
TROWT. Rowe Asset Mgmt109.5739-2.241.75%
CBLCBL & Associates Properties REIT - Retail21.7542-2.25-10.93%
SASRSandy Spring Regional Banks20.4535-2.25-24.93%
CASHMeta  S&L50.3763-2.25-4.84%
EXRExtra Space REIT - Industrial134.2835-2.26-16.25%
BKUBankUnited  Regional Banks26.7342-2.27-17.58%
PHYSSprott Physical Exchange Traded Fund17.6961-2.2711.05%
LAZLazard  Asset Mgmt38.5020-2.2810.63%
APOApollo Global  Investments108.3834-2.2816.30%
FRFirst Industrial REIT - Industrial45.4225-2.30-13.76%
CADECadence Ban Regional Banks27.6761-2.30-6.49%
BENFranklin Resources Asset Mgmt22.840-2.31-23.33%
ECPGEncore Capital Asset Mgmt41.0920-2.31-19.03%
AROWArrow  Regional Banks22.2735-2.32-20.29%
PEOAdams Natural Closed-End Fund - Equity23.1261-2.3212.07%
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 7.34% and is currently outperforming the overall market by 2.54% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 39
YTD Performance: 7.34%
**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 [565%] Hippo [135%] Gladstone Capital[100%]
Banco Macro[89%] Grupo Financiero[88%] Banco BBVA[76%]
EverQuote [65%] B. Riley[64%] Yiren Digital[62%]
AdvisorShares Pure[61%] LendingTree [59%] Heritage Insurance[57%]
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
AdvisorShares Pure[28.3%] LendingTree [27.4%] Heartland [17.9%]
Douglas Elliman[14.3%] First Guaranty[8.2%] Root [8.2%]
AltC Acquisition[7.3%] Citizens [7.2%] Territorial Bancorp[6.5%]
Fulton [6%] Innovative Industrial[5.8%] Clipper Realty[5.8%]
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
New York[-74%] Office Properties[-72%] Texas Pacific[-63%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-54%]
Fanhua [-52%] FRP [-52%] eHealth [-51%]
AlTi Global[-49%] OppFi [-48%] RE/MAX [-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
Grupo Financiero[100] HSBC [100] Heartland [100]
LTC Properties[100] PayPal [100] Federal Realty[100]
INSU Acquisition[100] Lamar Advertising[100] CareTrust REIT[100]
Consolidated-Tomoka Land[100] Welltower [100] Screaming Eagle[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  40.3639-0.98-1.137.34%
IAIBroker-Dealers & Secs 111.3753-1.36-1.452.62%
IYFFinancials  91.1556-1.10-1.116.72%
IYGFinancial Services  63.4951-1.32-1.736.28%
KRERegional Banking  47.0235-1.57-2.43-10.32%
IXGGlobal Financials  83.8176-0.65-0.466.65%
VFHFinancials  97.6651-1.09-1.285.85%
KBEBank  44.3232-1.73-2.23-3.69%
FASFinancial Bull 3X 97.4246-2.90-3.1917.87%
FAZFinancial Bear 3X 11.25492.933.59-17.7%
UYGFinancials  62.2146-1.91-2.2612.7%
IATRegional Banks  40.8958-1.64-1.99-2.27%
KIEInsurance  48.5841-0.430.17.43%
PSCFSmallCap Financials  45.7940-1.17-1.23-6.89%
EUFNEurope Financials  22.2576-1.11-0.936.15%
PGFFinancial Preferred  14.4932-1.02-0.55-0.62%
 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 Univest Financial CorporationUVSP Univest Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 467.999 Millions
Recent Price: 20.87    
Smart Investing & Trading Score: 80
Day Percent Change: -2.20%    
Day Change: -0.47
Week Change: -1.7%    
Year-to-date Change: -5.3%
UVSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVSP to Watchlist:       View:      Get Complete UVSP Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 8.90    
Smart Investing & Trading Score: 33
Day Percent Change: -2.20%    
Day Change: -0.20
Week Change: -1.66%    
Year-to-date Change: -5.2%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of OppFi Inc.OPFI OppFi Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 226 Millions
Recent Price: 2.67    
Smart Investing & Trading Score: 10
Day Percent Change: -2.20%    
Day Change: -0.06
Week Change: 0.38%    
Year-to-date Change: -47.8%
OPFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPFI to Watchlist:       View:      Get Complete OPFI Trend Analysis ➞

Stock Chart of HarborOne Bancorp, Inc.HONE HarborOne Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 456.03 Millions
Recent Price: 10.13    
Smart Investing & Trading Score: 60
Day Percent Change: -2.22%    
Day Change: -0.23
Week Change: -1.27%    
Year-to-date Change: -15.4%
HONE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HONE to Watchlist:       View:      Get Complete HONE Trend Analysis ➞

Stock Chart of Third Coast Bancshares, Inc.TCBX Third Coast Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 212 Millions
Recent Price: 19.42    
Smart Investing & Trading Score: 81
Day Percent Change: -2.22%    
Day Change: -0.44
Week Change: -2.41%    
Year-to-date Change: -3.0%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of Assured Guaranty Ltd.AGO Assured Guaranty Ltd.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 2133.18 Millions
Recent Price: 76.70    
Smart Investing & Trading Score: 0
Day Percent Change: -2.23%    
Day Change: -1.75
Week Change: -2.24%    
Year-to-date Change: 2.5%
AGO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGO to Watchlist:       View:      Get Complete AGO Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 22.38    
Smart Investing & Trading Score: 20
Day Percent Change: -2.23%    
Day Change: -0.51
Week Change: -1.58%    
Year-to-date Change: -25.0%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of Pacific Premier Bancorp, Inc.PPBI Pacific Premier Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 978.029 Millions
Recent Price: 21.50    
Smart Investing & Trading Score: 28
Day Percent Change: -2.23%    
Day Change: -0.49
Week Change: -2.18%    
Year-to-date Change: -26.1%
PPBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPBI to Watchlist:       View:      Get Complete PPBI Trend Analysis ➞

Stock Chart of MidWestOne Financial Group, Inc.MOFG MidWestOne Financial Group, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 345.265 Millions
Recent Price: 20.17    
Smart Investing & Trading Score: 18
Day Percent Change: -2.23%    
Day Change: -0.46
Week Change: -1.18%    
Year-to-date Change: -25.1%
MOFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOFG to Watchlist:       View:      Get Complete MOFG Trend Analysis ➞

Stock Chart of Jackson Financial Inc.JXN Jackson Financial Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2460 Millions
Recent Price: 68.32    
Smart Investing & Trading Score: 51
Day Percent Change: -2.23%    
Day Change: -1.56
Week Change: -1.78%    
Year-to-date Change: 32.9%
JXN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JXN to Watchlist:       View:      Get Complete JXN Trend Analysis ➞

Stock Chart of T. Rowe Price Group, Inc.TROW T. Rowe Price Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 24530 Millions
Recent Price: 109.57    
Smart Investing & Trading Score: 39
Day Percent Change: -2.24%    
Day Change: -2.51
Week Change: -3.9%    
Year-to-date Change: 1.8%
TROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TROW to Watchlist:       View:      Get Complete TROW Trend Analysis ➞

Stock Chart of CBL & Associates Properties, Inc.CBL CBL & Associates Properties, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 690 Millions
Recent Price: 21.75    
Smart Investing & Trading Score: 42
Day Percent Change: -2.25%    
Day Change: -0.50
Week Change: -0.78%    
Year-to-date Change: -10.9%
CBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBL to Watchlist:       View:      Get Complete CBL Trend Analysis ➞

Stock Chart of Sandy Spring Bancorp, Inc.SASR Sandy Spring Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 764.659 Millions
Recent Price: 20.45    
Smart Investing & Trading Score: 35
Day Percent Change: -2.25%    
Day Change: -0.47
Week Change: -4.84%    
Year-to-date Change: -24.9%
SASR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SASR to Watchlist:       View:      Get Complete SASR Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 50.37    
Smart Investing & Trading Score: 63
Day Percent Change: -2.25%    
Day Change: -1.16
Week Change: -3.39%    
Year-to-date Change: -4.8%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Extra Space Storage Inc.EXR Extra Space Storage Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 11203.9 Millions
Recent Price: 134.28    
Smart Investing & Trading Score: 35
Day Percent Change: -2.26%    
Day Change: -3.10
Week Change: 0.61%    
Year-to-date Change: -16.3%
EXR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXR to Watchlist:       View:      Get Complete EXR Trend Analysis ➞

Stock Chart of BankUnited, Inc.BKU BankUnited, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1905.99 Millions
Recent Price: 26.73    
Smart Investing & Trading Score: 42
Day Percent Change: -2.27%    
Day Change: -0.62
Week Change: -1.94%    
Year-to-date Change: -17.6%
BKU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKU to Watchlist:       View:      Get Complete BKU 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: 17.69    
Smart Investing & Trading Score: 61
Day Percent Change: -2.27%    
Day Change: -0.41
Week Change: -2.48%    
Year-to-date Change: 11.1%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of Lazard LtdLAZ Lazard Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 3061.13 Millions
Recent Price: 38.50    
Smart Investing & Trading Score: 20
Day Percent Change: -2.28%    
Day Change: -0.90
Week Change: -1.26%    
Year-to-date Change: 10.6%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of Apollo Global Management, Inc.APO Apollo Global Management, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 12706 Millions
Recent Price: 108.38    
Smart Investing & Trading Score: 34
Day Percent Change: -2.28%    
Day Change: -2.53
Week Change: -3.42%    
Year-to-date Change: 16.3%
APO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APO to Watchlist:       View:      Get Complete APO Trend Analysis ➞

Stock Chart of First Industrial Realty Trust, Inc.FR First Industrial Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 3883.39 Millions
Recent Price: 45.42    
Smart Investing & Trading Score: 25
Day Percent Change: -2.30%    
Day Change: -1.07
Week Change: -1.26%    
Year-to-date Change: -13.8%
FR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FR to Watchlist:       View:      Get Complete FR Trend Analysis ➞

Stock Chart of Cadence BancorporationCADE Cadence Bancorporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 756.335 Millions
Recent Price: 27.67    
Smart Investing & Trading Score: 61
Day Percent Change: -2.30%    
Day Change: -0.65
Week Change: -4.65%    
Year-to-date Change: -6.5%
CADE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CADE to Watchlist:       View:      Get Complete CADE Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 22.84    
Smart Investing & Trading Score: 0
Day Percent Change: -2.31%    
Day Change: -0.54
Week Change: -8.6%    
Year-to-date Change: -23.3%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of Encore Capital Group, Inc.ECPG Encore Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 661.503 Millions
Recent Price: 41.09    
Smart Investing & Trading Score: 20
Day Percent Change: -2.31%    
Day Change: -0.97
Week Change: -1.3%    
Year-to-date Change: -19.0%
ECPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECPG to Watchlist:       View:      Get Complete ECPG Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 22.27    
Smart Investing & Trading Score: 35
Day Percent Change: -2.32%    
Day Change: -0.53
Week Change: -3.01%    
Year-to-date Change: -20.3%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 61
Day Percent Change: -2.32%    
Day Change: -0.55
Week Change: -1.28%    
Year-to-date Change: 12.1%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

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