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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%
GRXGabelli Healthcare Closed-End Fund - Equity9.43150.37%1.07%
SMMFSummit  Regional Banks25.7015-2.50%-16.26%
SKGRSK Growth SPAC11.0815-0.08%2.51%
TPLTexas Pacific Real Estatet558.5615-0.02%-64.48%
NMFCNew Mountain Asset Mgmt12.6315-0.39%-0.71%
BAPCredicorp  Banks164.7215-0.04%9.86%
KOKUXtrackers MSCI Exchange Traded Fund89.11140.00%4.61%
FBCVFidelity Blue Exchange Traded Fund29.98130.47%2.83%
DFEBFT Cboe Exchange Traded Fund38.26130.03%2.03%
CVIIChurchill Capital SPAC10.7213-0.09%2.10%
MVFBlackRock MuniVest Asset Mgmt6.82130.07%-4.28%
NBHNeuberger Berman Asset Mgmt10.0913-0.44%-2.56%
WIAWestern Asset Closed-End Fund - Debt7.9113-0.06%-2.65%
STKColumbia Seligman Exchange Traded Fund30.69120.79%-2.88%
CNNECannae  Asset Mgmt19.73101.65%1.13%
BXPBoston Properties REIT - Office60.07101.38%-14.39%
BXBlackstone  Asset Mgmt118.99101.28%-9.11%
ASGLiberty All-Star Closed-End Fund - Equity5.13101.18%-2.84%
CSQCalamos Strategic Closed-End Fund - Debt15.71101.09%5.65%
LCGSterling Capital Exchange Traded Fund27.23101.04%-4.29%
AESRAnfield U.S. Exchange Traded Fund14.87101.02%7.52%
BAMBrookfield Asset Real Estatet38.57101.00%-3.98%
USALiberty All-Star Closed-End Fund - Equity6.69100.90%4.86%
BENFranklin Resources Asset Mgmt22.97100.88%-22.89%
MSTBLHA Market Exchange Traded Fund30.05100.87%4.30%
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]
ING Groep[100] Markel [100] Genworth [100]
Ventas [100] EverQuote [100] AXIS Capital[100]
China Fund[100] KraneShares Trust[100] Broadstone Net[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  63.89210.55-1.116.95%
KRERegional Banking  49.02861.641.72-6.5%
IXGGlobal Financials  84.11660.61-0.17.04%
VFHFinancials  98.37210.62-0.576.62%
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  41.90790.960.430.14%
KIEInsurance  49.29540.281.579%
PSCFSmallCap Financials  46.92631.471.21-4.6%
EUFNEurope Financials  22.59711.620.587.78%
PGFFinancial Preferred  14.64320.270.480.41%
 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 The Gabelli Healthcare & Wellness TrustGRX The Gabelli Healthcare & Wellness Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 138.547 Millions
Recent Price: 9.43    
Smart Investing & Trading Score: 15
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 0.05%    
Year-to-date Change: 1.1%
GRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRX to Watchlist:       View:      Get Complete GRX Trend Analysis ➞

Stock Chart of Summit Financial Group, Inc.SMMF Summit Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 228.959 Millions
Recent Price: 25.70    
Smart Investing & Trading Score: 15
Day Percent Change: -2.50%    
Day Change: -0.66
Week Change: -6.38%    
Year-to-date Change: -16.3%
SMMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMMF to Watchlist:       View:      Get Complete SMMF Trend Analysis ➞

Stock Chart of SK Growth Opportunities CorporationSKGR SK Growth Opportunities Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 277 Millions
Recent Price: 11.08    
Smart Investing & Trading Score: 15
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: 2.5%
SKGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKGR to Watchlist:       View:      Get Complete SKGR Trend Analysis ➞

Stock Chart of Texas Pacific Land TrustTPL Texas Pacific Land Trust
Sector: Financials
SubSector: Real Estate Development
MarketCap: 3052.29 Millions
Recent Price: 558.56    
Smart Investing & Trading Score: 15
Day Percent Change: -0.02%    
Day Change: -0.13
Week Change: -6.23%    
Year-to-date Change: -64.5%
TPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPL to Watchlist:       View:      Get Complete TPL Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.63    
Smart Investing & Trading Score: 15
Day Percent Change: -0.39%    
Day Change: -0.05
Week Change: -0.71%    
Year-to-date Change: -0.7%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 164.72    
Smart Investing & Trading Score: 15
Day Percent Change: -0.04%    
Day Change: -0.07
Week Change: -1.4%    
Year-to-date Change: 9.9%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of Xtrackers MSCI Kokusai Equity ETFKOKU Xtrackers MSCI Kokusai Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 89.11    
Smart Investing & Trading Score: 14
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.57%    
Year-to-date Change: 4.6%
KOKU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KOKU to Watchlist:       View:      Get Complete KOKU 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: 29.98    
Smart Investing & Trading Score: 13
Day Percent Change: 0.47%    
Day Change: 0.14
Week Change: -0.86%    
Year-to-date Change: 2.8%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.26    
Smart Investing & Trading Score: 13
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: -0.78%    
Year-to-date Change: 2.0%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of Churchill Capital Corp VIICVII Churchill Capital Corp VII
Sector: Financials
SubSector: SPAC
MarketCap: 954 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 13
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.19%    
Year-to-date Change: 2.1%
CVII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVII to Watchlist:       View:      Get Complete CVII Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.82    
Smart Investing & Trading Score: 13
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: -0.07%    
Year-to-date Change: -4.3%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of Neuberger Berman Intermediate Municipal Fund Inc.NBH Neuberger Berman Intermediate Municipal Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 228.603 Millions
Recent Price: 10.09    
Smart Investing & Trading Score: 13
Day Percent Change: -0.44%    
Day Change: -0.04
Week Change: -0.3%    
Year-to-date Change: -2.6%
NBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBH to Watchlist:       View:      Get Complete NBH Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.91    
Smart Investing & Trading Score: 13
Day Percent Change: -0.06%    
Day Change: 0.00
Week Change: 0.08%    
Year-to-date Change: -2.7%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Columbia Seligman Premium Technology Growth FundSTK Columbia Seligman Premium Technology Growth Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 239.751 Millions
Recent Price: 30.69    
Smart Investing & Trading Score: 12
Day Percent Change: 0.79%    
Day Change: 0.24
Week Change: -1.54%    
Year-to-date Change: -2.9%
STK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STK to Watchlist:       View:      Get Complete STK Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 19.73    
Smart Investing & Trading Score: 10
Day Percent Change: 1.65%    
Day Change: 0.32
Week Change: -1.3%    
Year-to-date Change: 1.1%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of Boston Properties, Inc.BXP Boston Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 13788.6 Millions
Recent Price: 60.07    
Smart Investing & Trading Score: 10
Day Percent Change: 1.38%    
Day Change: 0.82
Week Change: -2.34%    
Year-to-date Change: -14.4%
BXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXP to Watchlist:       View:      Get Complete BXP Trend Analysis ➞

Stock Chart of The Blackstone Group Inc.BX The Blackstone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 50957.7 Millions
Recent Price: 118.99    
Smart Investing & Trading Score: 10
Day Percent Change: 1.28%    
Day Change: 1.50
Week Change: -2.86%    
Year-to-date Change: -9.1%
BX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BX to Watchlist:       View:      Get Complete BX Trend Analysis ➞

Stock Chart of Liberty All-Star Growth Fund, Inc.ASG Liberty All-Star Growth Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 5.13    
Smart Investing & Trading Score: 10
Day Percent Change: 1.18%    
Day Change: 0.06
Week Change: -0.39%    
Year-to-date Change: -2.8%
ASG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASG to Watchlist:       View:      Get Complete ASG Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 15.71    
Smart Investing & Trading Score: 10
Day Percent Change: 1.09%    
Day Change: 0.17
Week Change: -0.51%    
Year-to-date Change: 5.7%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.23    
Smart Investing & Trading Score: 10
Day Percent Change: 1.04%    
Day Change: 0.28
Week Change: -1.98%    
Year-to-date Change: -4.3%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of Anfield U.S. Equity Sector Rotation ETFAESR Anfield U.S. Equity Sector Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 14.87    
Smart Investing & Trading Score: 10
Day Percent Change: 1.02%    
Day Change: 0.15
Week Change: -1.06%    
Year-to-date Change: 7.5%
AESR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AESR to Watchlist:       View:      Get Complete AESR Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 38.57    
Smart Investing & Trading Score: 10
Day Percent Change: 1.00%    
Day Change: 0.38
Week Change: -2.85%    
Year-to-date Change: -4.0%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.69    
Smart Investing & Trading Score: 10
Day Percent Change: 0.90%    
Day Change: 0.06
Week Change: -1.18%    
Year-to-date Change: 4.9%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 22.97    
Smart Investing & Trading Score: 10
Day Percent Change: 0.88%    
Day Change: 0.20
Week Change: -8.08%    
Year-to-date Change: -22.9%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of LHA Market State Tactical Beta ETFMSTB LHA Market State Tactical Beta ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.05    
Smart Investing & Trading Score: 10
Day Percent Change: 0.87%    
Day Change: 0.26
Week Change: -1.38%    
Year-to-date Change: 4.3%
MSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSTB to Watchlist:       View:      Get Complete MSTB Trend Analysis ➞

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