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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 23, 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 75 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and hence an improvement of trend.

 Year To Date Performance: 9.35 %
 Weekly Performance: 1.82 %
 Daily Performance: 0.60 %
12Stocks.com
Financial Sector Trend
75 / 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%
PTYPIMCO Corporate Closed-End Fund - Debt13.95231.055.32%
FNLCFirst Bancorp Regional Banks23.10591.05-18.14%
SIXA6 Meridian Exchange Traded Fund40.49751.0510.27%
OVLYOak Valley Regional Banks24.86641.04-17.01%
CTRECareTrust REIT REIT23.84611.046.50%
DWAWAdvisorShares Dorsey Exchange Traded Fund34.77231.042.05%
KAPRInnovator Russell Exchange Traded Fund30.21681.043.39%
EBCEastern Bankshares Banks Regional13.09451.04-7.85%
EVTEaton Vance Closed-End Fund - Equity22.65461.031.80%
EIGEmployers  Insurance44.80901.0313.69%
HGTYHagerty  Insurance - Property & Casualty8.87681.0313.43%
DFAIDimensional  Exchange Traded Fund29.56631.033.21%
ACGLNArch Capital Insurance - 19.61321.03-3.06%
RFRegions  Regional Banks19.38681.02-0.03%
FIFFirst Trust Closed-End Fund - Equity18.31531.0211.21%
HTGCHercules Capital Mortgage18.881001.0213.26%
FCNCAFirst Citizens Regional Banks1639.35951.0215.53%
IBKRInteractive Brokers Brokerage114.27761.0237.84%
FDUSFidus  Asset Mgmt20.321001.023.22%
VTRVentas  REIT43.56741.01-12.59%
EQHEquitable  Insurance37.38531.0112.27%
CFGCitizens  Regional Banks34.90951.005.30%
DWUSAdvisorShares Dorsey Exchange Traded Fund41.52361.003.22%
KJANInnovator Russell Exchange Traded Fund34.43581.000.29%
UBSIUnited Bankshares Regional Banks34.77740.99-7.40%
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 9.35% and is currently outperforming the overall market by 3.62% 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: 75
YTD Performance: 9.35%
**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 [457%] Hippo [134%] Gladstone Capital[99%]
Banco Macro[81%] Grupo Financiero[79%] Banco BBVA[72%]
Yiren Digital[62%] Heritage Insurance[58%] Fidelis Insurance[53%]
Mercury General[52%] 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
Oportun [34.5%] Cipher Mining[26.2%] Iris Energy[13.1%]
Root [12.7%] Globe Life[12.7%] Coinbase Global[12.1%]
Metropolitan Bank[11.3%] LendingTree [11.2%] Grupo Supervielle[10.9%]
B. Riley[10.1%] KB [9.6%] Franklin Street[9.6%]
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[-72%] New York[-69%] Texas Pacific[-62%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] AlTi Global[-46%]
RE/MAX [-46%] Fanhua [-45%] C&F [-43%]
.
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
Preferred Bank[100] NBT Bancorp[100] Piedmont Office[100]
Popular [100] Equity Bancshares[100] Trustmark [100]
Heartland [100] Highwoods Properties[100] RLI [100]
Regional Management[100] Banco Santander[100] OneMain [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  41.12750.601.829.35%
IAIBroker-Dealers & Secs 113.05750.151.824.16%
IYFFinancials  93.14750.512.029.05%
IYGFinancial Services  64.90750.822.348.64%
KRERegional Banking  48.84742.333.22-6.84%
IXGGlobal Financials  84.96751.132.538.12%
VFHFinancials  99.84751.562.148.22%
KBEBank  45.781001.363.1-0.51%
FASFinancial Bull 3X 103.43751.815.6125.14%
FAZFinancial Bear 3X 10.6125-1.51-5.29-22.41%
UYGFinancials  64.67751.243.5717.16%
IATRegional Banks  42.06931.223.230.51%
KIEInsurance  49.72700.521.299.94%
PSCFSmallCap Financials  46.2452-0.011.69-5.99%
EUFNEurope Financials  22.59751.922.897.75%
PGFFinancial Preferred  14.68321.101.030.69%
 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 PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 13.95    
Smart Investing & Trading Score: 23
Day Percent Change: 1.05%    
Day Change: 0.14
Week Change: 1.71%    
Year-to-date Change: 5.3%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of The First Bancorp, Inc.FNLC The First Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 264.799 Millions
Recent Price: 23.10    
Smart Investing & Trading Score: 59
Day Percent Change: 1.05%    
Day Change: 0.24
Week Change: 0.48%    
Year-to-date Change: -18.1%
FNLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNLC to Watchlist:       View:      Get Complete FNLC Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.49    
Smart Investing & Trading Score: 75
Day Percent Change: 1.05%    
Day Change: 0.42
Week Change: 1.73%    
Year-to-date Change: 10.3%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of Oak Valley BancorpOVLY Oak Valley Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 148.429 Millions
Recent Price: 24.86    
Smart Investing & Trading Score: 64
Day Percent Change: 1.04%    
Day Change: 0.25
Week Change: 2.28%    
Year-to-date Change: -17.0%
OVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVLY to Watchlist:       View:      Get Complete OVLY Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 23.84    
Smart Investing & Trading Score: 61
Day Percent Change: 1.04%    
Day Change: 0.25
Week Change: 0.61%    
Year-to-date Change: 6.5%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE 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: 34.77    
Smart Investing & Trading Score: 23
Day Percent Change: 1.04%    
Day Change: 0.36
Week Change: 1.04%    
Year-to-date Change: 2.1%
DWAW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWAW to Watchlist:       View:      Get Complete DWAW Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   AprilKAPR Innovator Russell 2000 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.21    
Smart Investing & Trading Score: 68
Day Percent Change: 1.04%    
Day Change: 0.31
Week Change: 1.76%    
Year-to-date Change: 3.4%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of Eastern Bankshares, Inc.EBC Eastern Bankshares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 30057 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 45
Day Percent Change: 1.04%    
Day Change: 0.14
Week Change: 3.48%    
Year-to-date Change: -7.9%
EBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBC to Watchlist:       View:      Get Complete EBC Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.65    
Smart Investing & Trading Score: 46
Day Percent Change: 1.03%    
Day Change: 0.23
Week Change: 1.48%    
Year-to-date Change: 1.8%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 44.80    
Smart Investing & Trading Score: 90
Day Percent Change: 1.03%    
Day Change: 0.45
Week Change: 0.98%    
Year-to-date Change: 13.7%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Hagerty, Inc.HGTY Hagerty, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3110 Millions
Recent Price: 8.87    
Smart Investing & Trading Score: 68
Day Percent Change: 1.03%    
Day Change: 0.09
Week Change: 0.23%    
Year-to-date Change: 13.4%
HGTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HGTY to Watchlist:       View:      Get Complete HGTY Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.56    
Smart Investing & Trading Score: 63
Day Percent Change: 1.03%    
Day Change: 0.30
Week Change: 2.11%    
Year-to-date Change: 3.2%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.61    
Smart Investing & Trading Score: 32
Day Percent Change: 1.03%    
Day Change: 0.20
Week Change: 1.82%    
Year-to-date Change: -3.1%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.38    
Smart Investing & Trading Score: 68
Day Percent Change: 1.02%    
Day Change: 0.20
Week Change: 2.51%    
Year-to-date Change: 0.0%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of First Trust Energy Infrastructure FundFIF First Trust Energy Infrastructure Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 135.347 Millions
Recent Price: 18.31    
Smart Investing & Trading Score: 53
Day Percent Change: 1.02%    
Day Change: 0.18
Week Change: 1.41%    
Year-to-date Change: 11.2%
FIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIF to Watchlist:       View:      Get Complete FIF Trend Analysis ➞

Stock Chart of Hercules Capital, Inc.HTGC Hercules Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 881.039 Millions
Recent Price: 18.88    
Smart Investing & Trading Score: 100
Day Percent Change: 1.02%    
Day Change: 0.19
Week Change: 2.28%    
Year-to-date Change: 13.3%
HTGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTGC to Watchlist:       View:      Get Complete HTGC Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCA First Citizens BancShares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 3157.19 Millions
Recent Price: 1639.35    
Smart Investing & Trading Score: 95
Day Percent Change: 1.02%    
Day Change: 16.60
Week Change: 4.59%    
Year-to-date Change: 15.5%
FCNCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCA to Watchlist:       View:      Get Complete FCNCA Trend Analysis ➞

Stock Chart of Interactive Brokers Group, Inc.IBKR Interactive Brokers Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 16975.7 Millions
Recent Price: 114.27    
Smart Investing & Trading Score: 76
Day Percent Change: 1.02%    
Day Change: 1.15
Week Change: 2.44%    
Year-to-date Change: 37.8%
IBKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKR to Watchlist:       View:      Get Complete IBKR Trend Analysis ➞

Stock Chart of Fidus Investment CorporationFDUS Fidus Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 161.003 Millions
Recent Price: 20.32    
Smart Investing & Trading Score: 100
Day Percent Change: 1.02%    
Day Change: 0.20
Week Change: 1.83%    
Year-to-date Change: 3.2%
FDUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDUS to Watchlist:       View:      Get Complete FDUS Trend Analysis ➞

Stock Chart of Ventas, Inc.VTR Ventas, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 11180.4 Millions
Recent Price: 43.56    
Smart Investing & Trading Score: 74
Day Percent Change: 1.01%    
Day Change: 0.43
Week Change: 1.01%    
Year-to-date Change: -12.6%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

Stock Chart of Equitable Holdings, Inc.EQH Equitable Holdings, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 5520.07 Millions
Recent Price: 37.38    
Smart Investing & Trading Score: 53
Day Percent Change: 1.01%    
Day Change: 0.38
Week Change: 2.26%    
Year-to-date Change: 12.3%
EQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQH to Watchlist:       View:      Get Complete EQH Trend Analysis ➞

Stock Chart of Citizens Financial Group, Inc.CFG Citizens Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 8225.19 Millions
Recent Price: 34.90    
Smart Investing & Trading Score: 95
Day Percent Change: 1.00%    
Day Change: 0.35
Week Change: 2.66%    
Year-to-date Change: 5.3%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of AdvisorShares Dorsey Wright FSM US Core ETFDWUS AdvisorShares Dorsey Wright FSM US Core ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 41.52    
Smart Investing & Trading Score: 36
Day Percent Change: 1.00%    
Day Change: 0.41
Week Change: 1%    
Year-to-date Change: 3.2%
DWUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWUS to Watchlist:       View:      Get Complete DWUS Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF JanuaryKJAN Innovator Russell 2000 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.43    
Smart Investing & Trading Score: 58
Day Percent Change: 1.00%    
Day Change: 0.34
Week Change: 1.77%    
Year-to-date Change: 0.3%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of United Bankshares, Inc.UBSI United Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2286.79 Millions
Recent Price: 34.77    
Smart Investing & Trading Score: 74
Day Percent Change: 0.99%    
Day Change: 0.34
Week Change: 1.76%    
Year-to-date Change: -7.4%
UBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBSI to Watchlist:       View:      Get Complete UBSI Trend Analysis ➞

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