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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 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 %
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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%
GUTGabelli Utility Closed-End Fund - Equity5.55680.002.40%
EDDMorgan Stanley Closed-End Fund - Debt4.50350.00-3.43%
NENNew England Real Estatet69.15340.00-0.79%
ISRLIsrael Acquisitions SPAC10.9370.002.15%
FFNWFirst  Regional Banks20.50440.0052.08%
CNDAConcord Acquisition SPAC10.56640.001.73%
WSRWhitestone REIT REIT - Retail11.38420.00-7.40%
SMFGSumitomo Mitsui Foreign Banks11.38510.0017.56%
FGBIFirst Guaranty Regional Banks9.98350.00-10.25%
VERYVericity  Life Insurance11.35550.001.43%
CCAPCrescent Capital Asset Mgmt17.24760.00-0.81%
THWTekla World Closed-End Fund - Equity12.55480.007.54%
ESGROEnstar  Insurance24.13420.00-3.48%
OXLCMOxford Lane Asset Mgmt24.97280.000.28%
MCACMountain Crest SPAC11.23680.003.69%
FTHMFathom  Real Estate Services1.50170.00-57.26%
GHLDGuild  Mortgage Finance13.50100.00-6.35%
DWAWAdvisorShares Dorsey Exchange Traded Fund35.42510.003.97%
GERMETFMG Treatments Exchange Traded Fund16.68250.00-14.72%
RAFEPIMCO RAFI Exchange Traded Fund33.88700.004.31%
ALCYUAlchemy s SPAC10.64450.001.39%
AFARAura FAT SPAC11.23780.003.31%
ALSAAlpha Star SPAC11.37750.001.61%
KRNLKernel  SPAC10.94680.001.77%
FTIIFutureTech II SPAC11.12360.002.68%
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 The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 5.55    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: 2.4%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.50    
Smart Investing & Trading Score: 35
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.67%    
Year-to-date Change: -3.4%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of New England Realty Associates Limited PartnershipNEN New England Realty Associates Limited Partnership
Sector: Financials
SubSector: Real Estate Development
MarketCap: 153.819 Millions
Recent Price: 69.15    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -0.8%
NEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEN to Watchlist:       View:      Get Complete NEN Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRL Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 207 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 7
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.2%
ISRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRL to Watchlist:       View:      Get Complete ISRL Trend Analysis ➞

Stock Chart of First Financial Northwest, Inc.FFNW First Financial Northwest, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 102.829 Millions
Recent Price: 20.50    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.69%    
Year-to-date Change: 52.1%
FFNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFNW to Watchlist:       View:      Get Complete FFNW Trend Analysis ➞

Stock Chart of Concord Acquisition Corp IICNDA Concord Acquisition Corp II
Sector: Financials
SubSector: SPAC
MarketCap: 359 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 64
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.14%    
Year-to-date Change: 1.7%
CNDA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNDA to Watchlist:       View:      Get Complete CNDA Trend Analysis ➞

Stock Chart of Whitestone REITWSR Whitestone REIT
Sector: Financials
SubSector: REIT - Retail
MarketCap: 316.114 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.43%    
Year-to-date Change: -7.4%
WSR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSR to Watchlist:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of Sumitomo Mitsui Financial Group, Inc.SMFG Sumitomo Mitsui Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 36648.5 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.88%    
Year-to-date Change: 17.6%
SMFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMFG to Watchlist:       View:      Get Complete SMFG Trend Analysis ➞

Stock Chart of First Guaranty Bancshares, Inc.FGBI First Guaranty Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 224.035 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 35
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -3.11%    
Year-to-date Change: -10.3%
FGBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FGBI to Watchlist:       View:      Get Complete FGBI Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 55
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: 1.4%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Crescent Capital BDC, Inc.CCAP Crescent Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 41157 Millions
Recent Price: 17.24    
Smart Investing & Trading Score: 76
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.44%    
Year-to-date Change: -0.8%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP Trend Analysis ➞

Stock Chart of Tekla World Healthcare FundTHW Tekla World Healthcare Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 288.247 Millions
Recent Price: 12.55    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.79%    
Year-to-date Change: 7.5%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 24.13    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.63%    
Year-to-date Change: -3.5%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCM Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 672.603 Millions
Recent Price: 24.97    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.04%    
Year-to-date Change: 0.3%
OXLCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCM to Watchlist:       View:      Get Complete OXLCM Trend Analysis ➞

Stock Chart of Mountain Crest Acquisition CorpMCAC Mountain Crest Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 80157 Millions
Recent Price: 11.23    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 3.7%
MCAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCAC to Watchlist:       View:      Get Complete MCAC Trend Analysis ➞

Stock Chart of Fathom Holdings Inc.FTHM Fathom Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 37267 Millions
Recent Price: 1.50    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.32%    
Year-to-date Change: -57.3%
FTHM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTHM to Watchlist:       View:      Get Complete FTHM Trend Analysis ➞

Stock Chart of Guild Holdings CompanyGHLD Guild Holdings Company
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 91157 Millions
Recent Price: 13.50    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -6.09%    
Year-to-date Change: -6.4%
GHLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHLD to Watchlist:       View:      Get Complete GHLD Trend Analysis ➞

Stock Chart of AdvisorShares Dorsey Wright FSM All Cap World ETFDWAW AdvisorShares Dorsey Wright FSM All Cap World ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.42    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.95%    
Year-to-date Change: 4.0%
DWAW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWAW to Watchlist:       View:      Get Complete DWAW Trend Analysis ➞

Stock Chart of ETFMG Treatments, Testing and Advancements ETFGERM ETFMG Treatments, Testing and Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 16.68    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.05%    
Year-to-date Change: -14.7%
GERM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GERM to Watchlist:       View:      Get Complete GERM Trend Analysis ➞

Stock Chart of PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.88    
Smart Investing & Trading Score: 70
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.81%    
Year-to-date Change: 4.3%
RAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RAFE to Watchlist:       View:      Get Complete RAFE Trend Analysis ➞

Stock Chart of Alchemy Investments Acquisition Corp 1ALCYU Alchemy Investments Acquisition Corp 1
Sector: Financials
SubSector: SPAC
MarketCap: 147 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 45
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.4%
ALCYU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALCYU to Watchlist:       View:      Get Complete ALCYU Trend Analysis ➞

Stock Chart of Aura FAT Projects Acquisition CorpAFAR Aura FAT Projects Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 11.23    
Smart Investing & Trading Score: 78
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: 3.3%
AFAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFAR to Watchlist:       View:      Get Complete AFAR Trend Analysis ➞

Stock Chart of Alpha Star Acquisition CorporationALSA Alpha Star Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 75
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.26%    
Year-to-date Change: 1.6%
ALSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALSA to Watchlist:       View:      Get Complete ALSA Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.8%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of FutureTech II Acquisition Corp.FTII FutureTech II Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 160 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 36
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.7%
FTII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTII to Watchlist:       View:      Get Complete FTII Trend Analysis ➞

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