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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 and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 56 and hence an improvement of trend.

 Year To Date Performance: 7.05 %
 Weekly Performance: 0.47 %
 Daily Performance: 1.05 %
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Financial Sector Trend
58 / 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%
CPTCamden Property REIT96.10680.85-3.21%
IBNICICI Bank Banks25.65680.857.57%
AVALGrupo Aval Foreign Banks2.37300.85-2.47%
CBLCBL & Associates Properties REIT - Retail21.52420.84-11.88%
BNLBroadstone Net REIT 14.44350.84-16.14%
FUNCFirst United Regional Banks22.29100.84-5.21%
ARCCAres Capital  Investments20.59780.832.80%
IGAVoya Global Closed-End Fund - Foreign8.54250.830.23%
FBCVFidelity Blue Exchange Traded Fund29.91680.832.57%
BRPBRP  Real Estatet27.03540.8212.53%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.40450.821.78%
PMXPIMCO Municipal Closed-End Fund - Debt7.34280.82-0.61%
JRINuveen Real Closed-End Fund - Equity11.00320.82-6.14%
NLYAnnaly Capital Mortgage18.14320.81-6.38%
KSMDWS Strategic Closed-End Fund - Debt9.54860.8110.25%
UNTYUnity Bancorp Banks26.61180.81-10.07%
FBIZFirst Business Regional Banks33.60320.81-16.21%
BXSLBlackstone Secured Asset Mgmt31.29880.8113.37%
OPIOffice Properties REIT - Office1.90280.80-74.11%
BHFAPBrighthouse  Life Insurance22.55180.804.16%
AMTRETRACS Alerian Exchange Traded Fund56.34540.806.22%
NHINational Health REIT60.92680.799.08%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity10.88250.79-7.45%
THWTekla World Closed-End Fund - Equity12.59490.797.87%
KRGKite Realty REIT - Retail20.72420.78-9.36%
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 7.05% and is currently outperforming the overall market by 3.9% 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: Very Good
Overall Trend Score: 58
YTD Performance: 7.05%
**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 [394%] Hippo [119%] Gladstone Capital[95%]
Banco Macro[74%] Grupo Financiero[64%] Yiren Digital[54%]
Banco BBVA[53%] First [51%] Fidelis Insurance[50%]
EverQuote [48%] Heritage Insurance[44%] Mercury General[43%]
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[46%] Metropolitan Bank[13.1%] Medical Properties[12.3%]
Globe Life[10.9%] Victory Capital[10.9%] James River[10.3%]
Chemung [8.5%] Summit [7.4%] Citizens [7%]
Iris Energy[7%] Bancorp [6.9%] Green Dot[6.9%]
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[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-50%] eHealth [-49%] Hywin [-48%]
Fanhua [-47%] Upstart [-47%] Globe Life[-46%]
.
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
Victory Capital[100] Old Second[100] United Fire[100]
Wells Fargo[100] Tejon Ranch[100] ASA Gold[100]
Mercury General[100] Stellus Capital[100] Fidus [100]
WhiteHorse Finance[100] Goldman Sachs[100] Charles Schwab[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  40.25581.050.477.05%
IAIBroker-Dealers & Secs 110.77630.24-0.052.06%
IYFFinancials  91.04411.110.546.59%
IYGFinancial Services  63.28410.970.115.93%
KRERegional Banking  46.92201.770.87-10.5%
IXGGlobal Financials  82.77410.530.135.33%
VFHFinancials  97.33410.960.155.5%
KBEBank  44.06371.510.61-4.27%
FASFinancial Bull 3X 97.00633.040.8117.36%
FAZFinancial Bear 3X 11.3132-3.00-0.88-17.26%
UYGFinancials  62.11632.241.0412.52%
IATRegional Banks  40.43201.74-0.02-3.37%
KIEInsurance  48.93581.351.268.2%
PSCFSmallCap Financials  44.76150.01-1.42-8.98%
EUFNEurope Financials  21.91410.210.114.56%
PGFFinancial Preferred  14.52100.48-1.09-0.41%
 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 Camden Property TrustCPT Camden Property Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 7535.21 Millions
Recent Price: 96.10    
Smart Investing & Trading Score: 68
Day Percent Change: 0.85%    
Day Change: 0.81
Week Change: -1.88%    
Year-to-date Change: -3.2%
CPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPT to Watchlist:       View:      Get Complete CPT Trend Analysis ➞

Stock Chart of ICICI Bank LimitedIBN ICICI Bank Limited
Sector: Financials
SubSector: Money Center Banks
MarketCap: 31194.1 Millions
Recent Price: 25.65    
Smart Investing & Trading Score: 68
Day Percent Change: 0.85%    
Day Change: 0.21
Week Change: -1.89%    
Year-to-date Change: 7.6%
IBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBN to Watchlist:       View:      Get Complete IBN Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.37    
Smart Investing & Trading Score: 30
Day Percent Change: 0.85%    
Day Change: 0.02
Week Change: -4.05%    
Year-to-date Change: -2.5%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of CBL & Associates Properties, Inc.CBL CBL & Associates Properties, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 690 Millions
Recent Price: 21.52    
Smart Investing & Trading Score: 42
Day Percent Change: 0.84%    
Day Change: 0.18
Week Change: -1.74%    
Year-to-date Change: -11.9%
CBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBL to Watchlist:       View:      Get Complete CBL Trend Analysis ➞

Stock Chart of Broadstone Net Lease, Inc.BNL Broadstone Net Lease, Inc.
Sector: Financials
SubSector: REIT Diversified
MarketCap: 27267 Millions
Recent Price: 14.44    
Smart Investing & Trading Score: 35
Day Percent Change: 0.84%    
Day Change: 0.12
Week Change: -1.57%    
Year-to-date Change: -16.1%
BNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNL to Watchlist:       View:      Get Complete BNL Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.29    
Smart Investing & Trading Score: 10
Day Percent Change: 0.84%    
Day Change: 0.18
Week Change: -0.69%    
Year-to-date Change: -5.2%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of Ares Capital CorporationARCC Ares Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 4478.8 Millions
Recent Price: 20.59    
Smart Investing & Trading Score: 78
Day Percent Change: 0.83%    
Day Change: 0.17
Week Change: 1.53%    
Year-to-date Change: 2.8%
ARCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARCC to Watchlist:       View:      Get Complete ARCC Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 122.047 Millions
Recent Price: 8.54    
Smart Investing & Trading Score: 25
Day Percent Change: 0.83%    
Day Change: 0.07
Week Change: 0.12%    
Year-to-date Change: 0.2%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Value ETFFBCV Fidelity Blue Chip Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.91    
Smart Investing & Trading Score: 68
Day Percent Change: 0.83%    
Day Change: 0.25
Week Change: -1.42%    
Year-to-date Change: 2.6%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of BRP Group, Inc.BRP BRP Group, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 741.219 Millions
Recent Price: 27.03    
Smart Investing & Trading Score: 54
Day Percent Change: 0.82%    
Day Change: 0.22
Week Change: -2.17%    
Year-to-date Change: 12.5%
BRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRP to Watchlist:       View:      Get Complete BRP Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.40    
Smart Investing & Trading Score: 45
Day Percent Change: 0.82%    
Day Change: 0.05
Week Change: 0.82%    
Year-to-date Change: 1.8%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.34    
Smart Investing & Trading Score: 28
Day Percent Change: 0.82%    
Day Change: 0.06
Week Change: 0.48%    
Year-to-date Change: -0.6%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 32
Day Percent Change: 0.82%    
Day Change: 0.09
Week Change: -0.99%    
Year-to-date Change: -6.1%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 18.14    
Smart Investing & Trading Score: 32
Day Percent Change: 0.81%    
Day Change: 0.15
Week Change: -1.65%    
Year-to-date Change: -6.4%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 9.54    
Smart Investing & Trading Score: 86
Day Percent Change: 0.81%    
Day Change: 0.08
Week Change: 0.5%    
Year-to-date Change: 10.3%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 26.61    
Smart Investing & Trading Score: 18
Day Percent Change: 0.81%    
Day Change: 0.21
Week Change: 1.29%    
Year-to-date Change: -10.1%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

Stock Chart of First Business Financial Services, Inc.FBIZ First Business Financial Services, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 144.97 Millions
Recent Price: 33.60    
Smart Investing & Trading Score: 32
Day Percent Change: 0.81%    
Day Change: 0.27
Week Change: -1.9%    
Year-to-date Change: -16.2%
FBIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBIZ to Watchlist:       View:      Get Complete FBIZ Trend Analysis ➞

Stock Chart of Blackstone Secured Lending FundBXSL Blackstone Secured Lending Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 4450 Millions
Recent Price: 31.29    
Smart Investing & Trading Score: 88
Day Percent Change: 0.81%    
Day Change: 0.25
Week Change: 2.62%    
Year-to-date Change: 13.4%
BXSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXSL to Watchlist:       View:      Get Complete BXSL Trend Analysis ➞

Stock Chart of Office Properties Income TrustOPI Office Properties Income Trust
Sector: Financials
SubSector: REIT - Office
MarketCap: 1245.66 Millions
Recent Price: 1.90    
Smart Investing & Trading Score: 28
Day Percent Change: 0.80%    
Day Change: 0.02
Week Change: -7.11%    
Year-to-date Change: -74.1%
OPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPI to Watchlist:       View:      Get Complete OPI Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAP Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1936.76 Millions
Recent Price: 22.55    
Smart Investing & Trading Score: 18
Day Percent Change: 0.80%    
Day Change: 0.18
Week Change: -2.72%    
Year-to-date Change: 4.2%
BHFAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAP to Watchlist:       View:      Get Complete BHFAP 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: 56.34    
Smart Investing & Trading Score: 54
Day Percent Change: 0.80%    
Day Change: 0.45
Week Change: -0.77%    
Year-to-date Change: 6.2%
AMTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTR to Watchlist:       View:      Get Complete AMTR Trend Analysis ➞

Stock Chart of National Health Investors, Inc.NHI National Health Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2156.54 Millions
Recent Price: 60.92    
Smart Investing & Trading Score: 68
Day Percent Change: 0.79%    
Day Change: 0.48
Week Change: 4.28%    
Year-to-date Change: 9.1%
NHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHI to Watchlist:       View:      Get Complete NHI Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund, Inc.RFI Cohen & Steers Total Return Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 221.147 Millions
Recent Price: 10.88    
Smart Investing & Trading Score: 25
Day Percent Change: 0.79%    
Day Change: 0.09
Week Change: -1.05%    
Year-to-date Change: -7.5%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI 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: 12.59    
Smart Investing & Trading Score: 49
Day Percent Change: 0.79%    
Day Change: 0.10
Week Change: 3.27%    
Year-to-date Change: 7.9%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 20.72    
Smart Investing & Trading Score: 42
Day Percent Change: 0.78%    
Day Change: 0.16
Week Change: 2.57%    
Year-to-date Change: -9.4%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

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