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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
May 3, 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 36 (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 21 and hence an improvement of trend.

 Year To Date Performance: 7.61 %
 Weekly Performance: -0.88 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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 PriceTrend ScoreChange %YTD Change%
AONAon  Insurance280.0918-1.31%-3.76%
DNPDNP Select Closed-End Fund - Equity8.7018-0.23%2.59%
MUIBlackRock Muni Closed-End Fund - Debt11.5318-0.17%-0.95%
NNYNuveen New Closed-End Fund - Debt8.1518-0.12%-1.57%
GCORGoldman Sachs Exchange Traded Fund40.0618-0.06%-4.22%
IRENIris Energy Capital Markets4.57175.18%-35.97%
SUISun Communities REIT116.64173.42%-12.73%
UNBUnion Bankshares Regional Banks26.99173.13%-11.94%
FNWBFirst Northwest S&L10.51173.04%-34.07%
UBSUBS  Foreign Banks26.82172.41%-13.20%
FAXAberdeen Asia-Pacific Closed-End Fund - Debt2.54171.60%-6.27%
DLRDigital Realty REIT - Office140.15171.57%4.14%
ARIApollo Commercial Mortgage10.13171.30%-13.71%
QQQMInvesco NASDAQ Exchange Traded Fund175.71171.30%4.37%
WUGIEsoterica NextG Exchange Traded Fund59.18171.28%15.43%
SPUSSP Funds Exchange Traded Fund36.54171.06%6.78%
QQQJInvesco NASDAQ Exchange Traded Fund27.24171.04%0.41%
USXFiShares ESG Exchange Traded Fund42.55171.01%6.88%
BBMCJPMorgan BetaBuilders Exchange Traded Fund86.93171.00%2.40%
BHFAPBrighthouse  Life Insurance22.54170.99%4.11%
QQQNVictoryShares Nasdaq Exchange Traded Fund27.79170.98%2.47%
SFSTSouthern First Banks25.95170.97%-30.05%
JOETVirtus Terranova Exchange Traded Fund32.82170.90%7.11%
UBFOUnited Security Regional Banks7.18170.84%-14.63%
SSUSDay Hagan/Ned Exchange Traded Fund36.94170.79%3.62%
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 7.61% and is currently outperforming the overall market by 1.99% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 36
YTD Performance: 7.61%
**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 [443%] Hippo [99%] Gladstone Capital[99%]
Banco Macro[96%] Grupo Financiero[85%] Banco BBVA[76%]
EverQuote [76%] Yiren Digital[75%] LendingTree [63%]
Grupo Supervielle[60%] B. Riley[60%] Lufax Holding[51%]
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
LendingTree [30.2%] Office Properties[27.4%] Huize Holding[22.7%]
Heartland [21.1%] Industrial Logistics[17.4%] Douglas Elliman[16.8%]
LendingClub [15.2%] KE [13.6%] New York[13.5%]
Territorial Bancorp[12%] SelectQuote [11.8%] Skyward Specialty[11.4%]
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[-67%] Office Properties[-65%] Texas Pacific[-64%]
Hywin [-56%] Fathom [-55%] Douglas Elliman[-53%]
FRP [-51%] Fanhua [-49%] eHealth [-47%]
RE/MAX [-46%] AlTi Global[-46%] OppFi [-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
KE [100] Regional Management[100] Noah [100]
360 Finance[100] ING Groep[100] Markel [100]
Genworth [100] Ventas [100] EverQuote [100]
AXIS Capital[100] China Fund[100] KraneShares Trust[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  40.46360.25-0.887.61%
IAIBroker-Dealers & Secs 113.16780.970.134.27%
IYFFinancials  92.12590.49-0.057.86%
IYGFinancial Services  63.89460.55-1.116.95%
KRERegional Banking  49.02861.641.72-6.5%
IXGGlobal Financials  84.11660.61-0.17.04%
VFHFinancials  98.37460.62-0.576.62%
KBEBank  45.861001.301.17-0.35%
FASFinancial Bull 3X 97.90150.62-2.7118.45%
FAZFinancial Bear 3X 11.1839-0.712.95-18.22%
UYGFinancials  62.44280.47-1.913.12%
IATRegional Banks  41.90860.960.430.14%
KIEInsurance  49.29540.281.579%
PSCFSmallCap Financials  46.92931.471.21-4.6%
EUFNEurope Financials  22.59661.620.587.78%
PGFFinancial Preferred  14.64250.270.480.41%
 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 Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 280.09    
Smart Investing & Trading Score: 18
Day Percent Change: -1.31%    
Day Change: -3.72
Week Change: -1.73%    
Year-to-date Change: -3.8%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.70    
Smart Investing & Trading Score: 18
Day Percent Change: -0.23%    
Day Change: -0.02
Week Change: -1.58%    
Year-to-date Change: 2.6%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.53    
Smart Investing & Trading Score: 18
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.44%    
Year-to-date Change: -1.0%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.15    
Smart Investing & Trading Score: 18
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: -1.6%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of Goldman Sachs Access U.S. Aggregate Bond ETFGCOR Goldman Sachs Access U.S. Aggregate Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.06    
Smart Investing & Trading Score: 18
Day Percent Change: -0.06%    
Day Change: -0.03
Week Change: -0.11%    
Year-to-date Change: -4.2%
GCOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCOR to Watchlist:       View:      Get Complete GCOR Trend Analysis ➞

Stock Chart of Iris Energy LimitedIREN Iris Energy Limited
Sector: Financials
SubSector: Capital Markets
MarketCap: 236 Millions
Recent Price: 4.57    
Smart Investing & Trading Score: 17
Day Percent Change: 5.18%    
Day Change: 0.23
Week Change: -10.14%    
Year-to-date Change: -36.0%
IREN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IREN to Watchlist:       View:      Get Complete IREN Trend Analysis ➞

Stock Chart of Sun Communities, Inc.SUI Sun Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11280.5 Millions
Recent Price: 116.64    
Smart Investing & Trading Score: 17
Day Percent Change: 3.42%    
Day Change: 3.86
Week Change: -2.05%    
Year-to-date Change: -12.7%
SUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUI to Watchlist:       View:      Get Complete SUI Trend Analysis ➞

Stock Chart of Union Bankshares, Inc.UNB Union Bankshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 130.499 Millions
Recent Price: 26.99    
Smart Investing & Trading Score: 17
Day Percent Change: 3.13%    
Day Change: 0.82
Week Change: -3.98%    
Year-to-date Change: -11.9%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of First Northwest BancorpFNWB First Northwest Bancorp
Sector: Financials
SubSector: Savings & Loans
MarketCap: 126.83 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 17
Day Percent Change: 3.04%    
Day Change: 0.31
Week Change: -6.83%    
Year-to-date Change: -34.1%
FNWB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNWB to Watchlist:       View:      Get Complete FNWB Trend Analysis ➞

Stock Chart of UBS Group AGUBS UBS Group AG
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 36840.4 Millions
Recent Price: 26.82    
Smart Investing & Trading Score: 17
Day Percent Change: 2.41%    
Day Change: 0.63
Week Change: -2.05%    
Year-to-date Change: -13.2%
UBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBS to Watchlist:       View:      Get Complete UBS Trend Analysis ➞

Stock Chart of Aberdeen Asia-Pacific Income Fund, Inc.FAX Aberdeen Asia-Pacific Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 807.407 Millions
Recent Price: 2.54    
Smart Investing & Trading Score: 17
Day Percent Change: 1.60%    
Day Change: 0.04
Week Change: -1.17%    
Year-to-date Change: -6.3%
FAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAX to Watchlist:       View:      Get Complete FAX Trend Analysis ➞

Stock Chart of Digital Realty Trust, Inc.DLR Digital Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 27038.6 Millions
Recent Price: 140.15    
Smart Investing & Trading Score: 17
Day Percent Change: 1.57%    
Day Change: 2.16
Week Change: -1.88%    
Year-to-date Change: 4.1%
DLR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DLR to Watchlist:       View:      Get Complete DLR Trend Analysis ➞

Stock Chart of Apollo Commercial Real Estate Finance, Inc.ARI Apollo Commercial Real Estate Finance, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1302.19 Millions
Recent Price: 10.13    
Smart Investing & Trading Score: 17
Day Percent Change: 1.30%    
Day Change: 0.13
Week Change: -6.2%    
Year-to-date Change: -13.7%
ARI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARI to Watchlist:       View:      Get Complete ARI Trend Analysis ➞

Stock Chart of Invesco NASDAQ 100 ETFQQQM Invesco NASDAQ 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 175.71    
Smart Investing & Trading Score: 17
Day Percent Change: 1.30%    
Day Change: 2.26
Week Change: -0.92%    
Year-to-date Change: 4.4%
QQQM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQM to Watchlist:       View:      Get Complete QQQM Trend Analysis ➞

Stock Chart of Esoterica NextG Economy ETFWUGI Esoterica NextG Economy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 59.18    
Smart Investing & Trading Score: 17
Day Percent Change: 1.28%    
Day Change: 0.75
Week Change: -2.2%    
Year-to-date Change: 15.4%
WUGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WUGI to Watchlist:       View:      Get Complete WUGI Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.54    
Smart Investing & Trading Score: 17
Day Percent Change: 1.06%    
Day Change: 0.38
Week Change: -0.81%    
Year-to-date Change: 6.8%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of Invesco NASDAQ Next Gen 100 ETFQQQJ Invesco NASDAQ Next Gen 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.24    
Smart Investing & Trading Score: 17
Day Percent Change: 1.04%    
Day Change: 0.28
Week Change: -0.77%    
Year-to-date Change: 0.4%
QQQJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQJ to Watchlist:       View:      Get Complete QQQJ Trend Analysis ➞

Stock Chart of iShares ESG Advanced MSCI USA ETFUSXF iShares ESG Advanced MSCI USA ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.55    
Smart Investing & Trading Score: 17
Day Percent Change: 1.01%    
Day Change: 0.43
Week Change: -1.44%    
Year-to-date Change: 6.9%
USXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USXF to Watchlist:       View:      Get Complete USXF Trend Analysis ➞

Stock Chart of JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 86.93    
Smart Investing & Trading Score: 17
Day Percent Change: 1.00%    
Day Change: 0.86
Week Change: -0.62%    
Year-to-date Change: 2.4%
BBMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBMC to Watchlist:       View:      Get Complete BBMC Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAP Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1936.76 Millions
Recent Price: 22.54    
Smart Investing & Trading Score: 17
Day Percent Change: 0.99%    
Day Change: 0.22
Week Change: -0.62%    
Year-to-date Change: 4.1%
BHFAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAP to Watchlist:       View:      Get Complete BHFAP Trend Analysis ➞

Stock Chart of VictoryShares Nasdaq Next 50 ETFQQQN VictoryShares Nasdaq Next 50 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.79    
Smart Investing & Trading Score: 17
Day Percent Change: 0.98%    
Day Change: 0.27
Week Change: -0.93%    
Year-to-date Change: 2.5%
QQQN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQN to Watchlist:       View:      Get Complete QQQN Trend Analysis ➞

Stock Chart of Southern First Bancshares, Inc.SFST Southern First Bancshares, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189.099 Millions
Recent Price: 25.95    
Smart Investing & Trading Score: 17
Day Percent Change: 0.97%    
Day Change: 0.25
Week Change: -4.53%    
Year-to-date Change: -30.1%
SFST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFST to Watchlist:       View:      Get Complete SFST Trend Analysis ➞

Stock Chart of Virtus Terranova U.S. Quality Momentum ETFJOET Virtus Terranova U.S. Quality Momentum ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.82    
Smart Investing & Trading Score: 17
Day Percent Change: 0.90%    
Day Change: 0.29
Week Change: -0.73%    
Year-to-date Change: 7.1%
JOET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOET to Watchlist:       View:      Get Complete JOET Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.18    
Smart Investing & Trading Score: 17
Day Percent Change: 0.84%    
Day Change: 0.06
Week Change: -1.51%    
Year-to-date Change: -14.6%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Day Hagan/Ned Davis Research Smart Sector ETFSSUS Day Hagan/Ned Davis Research Smart Sector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.94    
Smart Investing & Trading Score: 17
Day Percent Change: 0.79%    
Day Change: 0.29
Week Change: -0.62%    
Year-to-date Change: 3.6%
SSUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSUS to Watchlist:       View:      Get Complete SSUS Trend Analysis ➞

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