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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
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 %
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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%
FSPFranklin Street REIT - Office1.8910-1.05%-26.17%
BBUCBrookfield Business Asset Mgmt20.1810-0.76%-12.96%
CHCTCommunity Healthcare REIT24.9210-0.64%-6.46%
AWHAllied World Insurance3.2110-0.22%-21.25%
BIGZBlackRock Innovation Closed-End Fund - Equity7.1710-0.14%-2.85%
TRNOTerreno Realty REIT - Industrial54.2410-0.07%-13.45%
CIGIColliers  Property Mgmt104.6110-0.07%-17.32%
TPLTexas Pacific Real Estatet558.5610-0.02%-64.48%
TSLXTPG Specialty Mortgage20.898-4.09%-3.29%
CHYCalamos Convertible Closed-End Fund - Debt11.148-0.80%-2.88%
VBFInvesco Bond Closed-End Fund - Debt15.218-0.52%0.00%
MACMacerich  REIT - Retail13.8072.53%-10.56%
SOFISoFi Technologies Credit Services6.9371.54%-29.64%
ISRLIsrael Acquisitions SPAC10.9370.14%2.10%
DEMZDemz Political Exchange Traded Fund31.4570.00%6.72%
DWAWAdvisorShares Dorsey Exchange Traded Fund34.9470.00%2.56%
DWUSAdvisorShares Dorsey Exchange Traded Fund41.7370.00%3.75%
SAMGSilvercrest Asset Asset Mgmt14.537-1.49%-14.53%
OCSLOaktree Specialty Credit Services19.297-1.08%-5.53%
WUWestern Union Credit Services13.007-0.69%9.06%
NBXGNeuberger Berman Closed-End Fund - Equity11.517-0.34%5.48%
LNCLoln National Life Insurance26.935-2.74%-0.15%
HMSTHomeStreet  S&L10.825-1.37%5.05%
SRGSeritage Growth REIT - 9.275-0.54%-0.86%
NBHNeuberger Berman Asset Mgmt10.095-0.44%-2.56%
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 Franklin Street Properties Corp.FSP Franklin Street Properties Corp.
Sector: Financials
SubSector: REIT - Office
MarketCap: 636.366 Millions
Recent Price: 1.89    
Smart Investing & Trading Score: 10
Day Percent Change: -1.05%    
Day Change: -0.02
Week Change: -5.5%    
Year-to-date Change: -26.2%
FSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSP to Watchlist:       View:      Get Complete FSP Trend Analysis ➞

Stock Chart of Brookfield Business CorporationBBUC Brookfield Business Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1810 Millions
Recent Price: 20.18    
Smart Investing & Trading Score: 10
Day Percent Change: -0.76%    
Day Change: -0.16
Week Change: -2.63%    
Year-to-date Change: -13.0%
BBUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBUC to Watchlist:       View:      Get Complete BBUC Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 24.92    
Smart Investing & Trading Score: 10
Day Percent Change: -0.64%    
Day Change: -0.16
Week Change: -5.36%    
Year-to-date Change: -6.5%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Allied World Assurance Company Holdings, AGAWH Allied World Assurance Company Holdings, AG
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4663.47 Millions
Recent Price: 3.21    
Smart Investing & Trading Score: 10
Day Percent Change: -0.22%    
Day Change: -0.01
Week Change: -3.43%    
Year-to-date Change: -21.3%
AWH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWH to Watchlist:       View:      Get Complete AWH Trend Analysis ➞

Stock Chart of BlackRock Innovation and Growth Term TrustBIGZ BlackRock Innovation and Growth Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1780 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 10
Day Percent Change: -0.14%    
Day Change: -0.01
Week Change: -0.83%    
Year-to-date Change: -2.9%
BIGZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIGZ to Watchlist:       View:      Get Complete BIGZ Trend Analysis ➞

Stock Chart of Terreno Realty CorporationTRNO Terreno Realty Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 3359.69 Millions
Recent Price: 54.24    
Smart Investing & Trading Score: 10
Day Percent Change: -0.07%    
Day Change: -0.04
Week Change: 0.2%    
Year-to-date Change: -13.5%
TRNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRNO to Watchlist:       View:      Get Complete TRNO Trend Analysis ➞

Stock Chart of Colliers International Group Inc.CIGI Colliers International Group Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1928.42 Millions
Recent Price: 104.61    
Smart Investing & Trading Score: 10
Day Percent Change: -0.07%    
Day Change: -0.07
Week Change: -3.17%    
Year-to-date Change: -17.3%
CIGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIGI to Watchlist:       View:      Get Complete CIGI 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: 10
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 TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 20.89    
Smart Investing & Trading Score: 8
Day Percent Change: -4.09%    
Day Change: -0.89
Week Change: -3.64%    
Year-to-date Change: -3.3%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 8
Day Percent Change: -0.80%    
Day Change: -0.09
Week Change: -1.76%    
Year-to-date Change: -2.9%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.21    
Smart Investing & Trading Score: 8
Day Percent Change: -0.52%    
Day Change: -0.08
Week Change: 0.07%    
Year-to-date Change: 0.0%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of The Macerich CompanyMAC The Macerich Company
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1172.54 Millions
Recent Price: 13.80    
Smart Investing & Trading Score: 7
Day Percent Change: 2.53%    
Day Change: 0.34
Week Change: -11.93%    
Year-to-date Change: -10.6%
MAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAC to Watchlist:       View:      Get Complete MAC Trend Analysis ➞

Stock Chart of SoFi Technologies, Inc.SOFI SoFi Technologies, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 7990 Millions
Recent Price: 6.93    
Smart Investing & Trading Score: 7
Day Percent Change: 1.54%    
Day Change: 0.10
Week Change: -12.17%    
Year-to-date Change: -29.6%
SOFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SOFI to Watchlist:       View:      Get Complete SOFI Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRL Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 207 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 7
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -0.05%    
Year-to-date Change: 2.1%
ISRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRL to Watchlist:       View:      Get Complete ISRL Trend Analysis ➞

Stock Chart of Demz Political Contributions ETFDEMZ Demz Political Contributions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.45    
Smart Investing & Trading Score: 7
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.41%    
Year-to-date Change: 6.7%
DEMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEMZ to Watchlist:       View:      Get Complete DEMZ 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: 34.94    
Smart Investing & Trading Score: 7
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -2.18%    
Year-to-date Change: 2.6%
DWAW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWAW to Watchlist:       View:      Get Complete DWAW 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: 41.73    
Smart Investing & Trading Score: 7
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.79%    
Year-to-date Change: 3.8%
DWUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWUS to Watchlist:       View:      Get Complete DWUS Trend Analysis ➞

Stock Chart of Silvercrest Asset Management Group Inc.SAMG Silvercrest Asset Management Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 116.303 Millions
Recent Price: 14.53    
Smart Investing & Trading Score: 7
Day Percent Change: -1.49%    
Day Change: -0.22
Week Change: -3.77%    
Year-to-date Change: -14.5%
SAMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAMG to Watchlist:       View:      Get Complete SAMG Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.29    
Smart Investing & Trading Score: 7
Day Percent Change: -1.08%    
Day Change: -0.21
Week Change: -2.72%    
Year-to-date Change: -5.5%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of The Western Union CompanyWU The Western Union Company
Sector: Financials
SubSector: Credit Services
MarketCap: 7974.48 Millions
Recent Price: 13.00    
Smart Investing & Trading Score: 7
Day Percent Change: -0.69%    
Day Change: -0.09
Week Change: -3.49%    
Year-to-date Change: 9.1%
WU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WU to Watchlist:       View:      Get Complete WU Trend Analysis ➞

Stock Chart of Neuberger Berman Next Generation Connectivity Fund Inc.NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 859 Millions
Recent Price: 11.51    
Smart Investing & Trading Score: 7
Day Percent Change: -0.34%    
Day Change: -0.04
Week Change: -1.62%    
Year-to-date Change: 5.5%
NBXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBXG to Watchlist:       View:      Get Complete NBXG Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 26.93    
Smart Investing & Trading Score: 5
Day Percent Change: -2.74%    
Day Change: -0.76
Week Change: -3.16%    
Year-to-date Change: -0.2%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 5
Day Percent Change: -1.37%    
Day Change: -0.15
Week Change: -10.21%    
Year-to-date Change: 5.1%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.27    
Smart Investing & Trading Score: 5
Day Percent Change: -0.54%    
Day Change: -0.05
Week Change: -0.54%    
Year-to-date Change: -0.9%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG 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: 5
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 ➞

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