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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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%
VRTSVirtus  Asset Mgmt219.80100.56-9.08%
CNOBConnectOne Bancorp Regional Banks18.10350.56-21.00%
BAPCredicorp  Banks161.88630.557.97%
BGTBlackRock Floating Closed-End Fund - Debt12.78560.553.23%
FRABlackRock Floating Closed-End Fund - Debt12.91630.551.97%
MAINMain Street  Investments47.22760.559.23%
HCIHCI  Insurance110.51560.5526.44%
BXMTBlackstone Mortgage Mortgage18.33250.55-13.82%
HIOWestern Asset Closed-End Fund - Debt3.75180.54-2.72%
GHYPGIM Global Closed-End Fund - Debt11.23180.54-1.14%
ECATBlackRock ESG Closed-End Fund - Equity16.27310.540.64%
MKLMarkel  Insurance1436.13250.531.14%
UCBIUnited Community Regional Banks24.70380.53-15.58%
PHKPIMCO High Closed-End Fund - Debt4.74250.53-5.01%
FPFFirst Trust Closed-End Fund - Debt16.99370.534.17%
TSLXTPG Specialty Mortgage20.83350.53-3.56%
AMTRETRACS Alerian Exchange Traded Fund55.89410.535.37%
FFINFirst  Regional - Southwest Banks28.80200.52-4.95%
HPPHudson Pacific REIT - Office5.82400.52-37.49%
STBAS&T Bancorp Regional Banks29.35250.51-12.18%
TDFTempleton Dragon Closed-End Fund - Foreign7.81760.51-4.41%
GCBCGreene County S&L27.40780.51-2.84%
PBProsperity Bancshares Regional - Southwest Banks59.69150.51-11.87%
BWGLegg Mason Closed-End Fund - Debt7.96170.51-4.73%
TECBiShares U.S. Exchange Traded Fund45.67440.516.28%
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 5.93% and is currently outperforming the overall market by 1.74% 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: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] 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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33430.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4518-0.28-1.57-0.89%
 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 Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 219.80    
Smart Investing & Trading Score: 10
Day Percent Change: 0.56%    
Day Change: 1.22
Week Change: -2.58%    
Year-to-date Change: -9.1%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 18.10    
Smart Investing & Trading Score: 35
Day Percent Change: 0.56%    
Day Change: 0.10
Week Change: 1.34%    
Year-to-date Change: -21.0%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 161.88    
Smart Investing & Trading Score: 63
Day Percent Change: 0.55%    
Day Change: 0.89
Week Change: -1.96%    
Year-to-date Change: 8.0%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.78    
Smart Investing & Trading Score: 56
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: -0.31%    
Year-to-date Change: 3.2%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 12.91    
Smart Investing & Trading Score: 63
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: 0.08%    
Year-to-date Change: 2.0%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Main Street Capital CorporationMAIN Main Street Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1355.7 Millions
Recent Price: 47.22    
Smart Investing & Trading Score: 76
Day Percent Change: 0.55%    
Day Change: 0.26
Week Change: 0.6%    
Year-to-date Change: 9.2%
MAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAIN to Watchlist:       View:      Get Complete MAIN Trend Analysis ➞

Stock Chart of HCI Group, Inc.HCI HCI Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 297.412 Millions
Recent Price: 110.51    
Smart Investing & Trading Score: 56
Day Percent Change: 0.55%    
Day Change: 0.60
Week Change: 1.06%    
Year-to-date Change: 26.4%
HCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCI to Watchlist:       View:      Get Complete HCI Trend Analysis ➞

Stock Chart of Blackstone Mortgage Trust, Inc.BXMT Blackstone Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2820.69 Millions
Recent Price: 18.33    
Smart Investing & Trading Score: 25
Day Percent Change: 0.55%    
Day Change: 0.10
Week Change: -1.72%    
Year-to-date Change: -13.8%
BXMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMT to Watchlist:       View:      Get Complete BXMT Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.75    
Smart Investing & Trading Score: 18
Day Percent Change: 0.54%    
Day Change: 0.02
Week Change: -1.18%    
Year-to-date Change: -2.7%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO 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: 11.23    
Smart Investing & Trading Score: 18
Day Percent Change: 0.54%    
Day Change: 0.06
Week Change: -1.32%    
Year-to-date Change: -1.1%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.27    
Smart Investing & Trading Score: 31
Day Percent Change: 0.54%    
Day Change: 0.09
Week Change: -1.05%    
Year-to-date Change: 0.6%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1436.13    
Smart Investing & Trading Score: 25
Day Percent Change: 0.53%    
Day Change: 7.62
Week Change: 0.25%    
Year-to-date Change: 1.1%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of United Community Banks, Inc.UCBI United Community Banks, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1593.99 Millions
Recent Price: 24.70    
Smart Investing & Trading Score: 38
Day Percent Change: 0.53%    
Day Change: 0.13
Week Change: -0.32%    
Year-to-date Change: -15.6%
UCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UCBI to Watchlist:       View:      Get Complete UCBI Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.74    
Smart Investing & Trading Score: 25
Day Percent Change: 0.53%    
Day Change: 0.03
Week Change: -0.42%    
Year-to-date Change: -5.0%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of First Trust Intermediate Duration Preferred & Income FundFPF First Trust Intermediate Duration Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 918.707 Millions
Recent Price: 16.99    
Smart Investing & Trading Score: 37
Day Percent Change: 0.53%    
Day Change: 0.09
Week Change: -0.06%    
Year-to-date Change: 4.2%
FPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPF to Watchlist:       View:      Get Complete FPF Trend Analysis ➞

Stock Chart of TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 20.83    
Smart Investing & Trading Score: 35
Day Percent Change: 0.53%    
Day Change: 0.11
Week Change: 0.39%    
Year-to-date Change: -3.6%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX Trend Analysis ➞

Stock Chart of ETRACS Alerian Midstream Energy Total Return Index ETNAMTR ETRACS Alerian Midstream Energy Total Return Index ETN
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.89    
Smart Investing & Trading Score: 41
Day Percent Change: 0.53%    
Day Change: 0.29
Week Change: -1.57%    
Year-to-date Change: 5.4%
AMTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTR to Watchlist:       View:      Get Complete AMTR Trend Analysis ➞

Stock Chart of First Financial Bankshares, Inc.FFIN First Financial Bankshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3503.75 Millions
Recent Price: 28.80    
Smart Investing & Trading Score: 20
Day Percent Change: 0.52%    
Day Change: 0.15
Week Change: -4.67%    
Year-to-date Change: -5.0%
FFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFIN to Watchlist:       View:      Get Complete FFIN Trend Analysis ➞

Stock Chart of Hudson Pacific Properties, Inc.HPP Hudson Pacific Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 3267.16 Millions
Recent Price: 5.82    
Smart Investing & Trading Score: 40
Day Percent Change: 0.52%    
Day Change: 0.03
Week Change: -4.9%    
Year-to-date Change: -37.5%
HPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPP to Watchlist:       View:      Get Complete HPP 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: 29.35    
Smart Investing & Trading Score: 25
Day Percent Change: 0.51%    
Day Change: 0.15
Week Change: 0.24%    
Year-to-date Change: -12.2%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of Templeton Dragon Fund, Inc.TDF Templeton Dragon Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 507.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 76
Day Percent Change: 0.51%    
Day Change: 0.04
Week Change: 0.9%    
Year-to-date Change: -4.4%
TDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDF to Watchlist:       View:      Get Complete TDF Trend Analysis ➞

Stock Chart of Greene County Bancorp, Inc.GCBC Greene County Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 314.83 Millions
Recent Price: 27.40    
Smart Investing & Trading Score: 78
Day Percent Change: 0.51%    
Day Change: 0.14
Week Change: 3.12%    
Year-to-date Change: -2.8%
GCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCBC to Watchlist:       View:      Get Complete GCBC Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 59.69    
Smart Investing & Trading Score: 15
Day Percent Change: 0.51%    
Day Change: 0.30
Week Change: -1.11%    
Year-to-date Change: -11.9%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB 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: 7.96    
Smart Investing & Trading Score: 17
Day Percent Change: 0.51%    
Day Change: 0.04
Week Change: -2.22%    
Year-to-date Change: -4.7%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.67    
Smart Investing & Trading Score: 44
Day Percent Change: 0.51%    
Day Change: 0.23
Week Change: -2.33%    
Year-to-date Change: 6.3%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

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