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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 2, 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 21 (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 39 and hence a deterioration of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
21 / 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%
FGBIFirst Guaranty Regional Banks10.8674-3.29%-2.34%
UNMUnum  Insurance51.87732.31%14.71%
KBKB  Foreign Banks53.6873-0.54%29.76%
SYBTStock Yards Regional Banks45.99733.23%-10.68%
MLPMaui Land Real Estatet19.92732.26%25.36%
PEBOPeoples Bancorp Regional Banks29.65732.10%-12.17%
BGXBlackstone / Closed-End Fund - Debt12.30730.99%7.42%
IBCPIndependent Bank Regional Banks25.04730.93%-3.77%
ACTEnact  Insurance - Specialty29.97730.82%3.06%
ASGIAberdeen Standard Exchange Traded Fund17.32730.76%-3.46%
GAINGladstone   Investments14.2473-0.42%0.64%
OXLCOxford Lane Closed-End Fund - Debt5.07721.60%2.63%
CNOCNO  Insurance26.71721.44%-4.27%
NENNew England Real Estatet69.57720.61%-0.19%
IBKRInteractive Brokers Brokerage116.90711.55%41.01%
JHSJohn Hancock Closed-End Fund - Debt11.06710.27%1.65%
INSIInsight Select Asset Mgmt16.19710.19%1.38%
PYPLPayPal  Credit Services66.1471-2.62%7.70%
DEIDouglas Emmett REIT - 13.4471-1.97%-7.31%
KRBNKraneShares Trust Exchange Traded Fund32.3371-0.52%-11.28%
EVMEaton Vance Asset Mgmt9.3371-0.43%1.97%
GOFGuggenheim Strategic Closed-End Fund - Debt14.5471-0.34%13.59%
TCBITexas Capital Regional - Southwest Banks58.37701.69%-9.69%
HRTGHeritage Insurance Insurance10.29700.78%57.82%
LMNDLemonade  Insurance Property & Casualty17.34700.64%7.50%
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 7.34% and is currently outperforming the overall market by 2.8% 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: 21
YTD Performance: 7.34%
**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 [568%] Hippo [141%] Gladstone Capital[103%]
Banco Macro[90%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [67%] Yiren Digital[67%] Grupo Supervielle[58%]
LendingTree [58%] Heritage Insurance[58%] B. Riley[56%]
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 [26.4%] Heartland [17.8%] New York[14.5%]
Douglas Elliman[13.5%] Industrial Logistics[11.6%] LendingClub [11.1%]
TPG RE[9.8%] AdvisorShares Pure[9%] USCB [9%]
AltC Acquisition[8.8%] Root [8.6%] GoHealth [8.4%]
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
Office Properties[-73%] New York[-67%] Texas Pacific[-64%]
Hywin [-58%] Douglas Elliman[-54%] Fathom [-53%]
FRP [-51%] Fanhua [-51%] eHealth [-49%]
AlTi Global[-47%] OppFi [-47%] RE/MAX [-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
LendingClub [100] TPG RE[100] Redwood Trust[100]
Axos [100] Horizon Bancorp[100] Peoples Bancorp[100]
Univest [100] USCB [100] Equitable [100]
Columbia Banking[100] BankUnited [100] Voya [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  40.36210.00-1.137.34%
IAIBroker-Dealers & Secs 112.07650.63-0.833.26%
IYFFinancials  91.67430.57-0.547.33%
IYGFinancial Services  63.54210.08-1.666.37%
KRERegional Banking  48.23732.570.08-8.01%
IXGGlobal Financials  83.6049-0.24-0.76.39%
VFHFinancials  97.76210.10-1.185.96%
KBEBank  45.27882.14-0.13-1.63%
FASFinancial Bull 3X 97.3015-0.12-3.3117.73%
FAZFinancial Bear 3X 11.26490.093.68-17.63%
UYGFinancials  62.1528-0.10-2.3612.59%
IATRegional Banks  41.50711.49-0.53-0.81%
KIEInsurance  49.15541.171.288.69%
PSCFSmallCap Financials  46.24630.99-0.25-5.97%
EUFNEurope Financials  22.2341-0.09-1.026.06%
PGFFinancial Preferred  14.60250.760.210.14%
 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 First Guaranty Bancshares, Inc.FGBI First Guaranty Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 224.035 Millions
Recent Price: 10.86    
Smart Investing & Trading Score: 74
Day Percent Change: -3.29%    
Day Change: -0.37
Week Change: 4.67%    
Year-to-date Change: -2.3%
FGBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FGBI to Watchlist:       View:      Get Complete FGBI Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 51.87    
Smart Investing & Trading Score: 73
Day Percent Change: 2.31%    
Day Change: 1.17
Week Change: 2.21%    
Year-to-date Change: 14.7%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of KB Financial Group Inc.KB KB Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 10853.9 Millions
Recent Price: 53.68    
Smart Investing & Trading Score: 73
Day Percent Change: -0.54%    
Day Change: -0.29
Week Change: -1.79%    
Year-to-date Change: 29.8%
KB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KB to Watchlist:       View:      Get Complete KB Trend Analysis ➞

Stock Chart of Stock Yards Bancorp, Inc.SYBT Stock Yards Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 629.235 Millions
Recent Price: 45.99    
Smart Investing & Trading Score: 73
Day Percent Change: 3.23%    
Day Change: 1.44
Week Change: -0.35%    
Year-to-date Change: -10.7%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of Maui Land & Pineapple Company, Inc.MLP Maui Land & Pineapple Company, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 186.619 Millions
Recent Price: 19.92    
Smart Investing & Trading Score: 73
Day Percent Change: 2.26%    
Day Change: 0.44
Week Change: 0.56%    
Year-to-date Change: 25.4%
MLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MLP to Watchlist:       View:      Get Complete MLP Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 29.65    
Smart Investing & Trading Score: 73
Day Percent Change: 2.10%    
Day Change: 0.61
Week Change: -0.37%    
Year-to-date Change: -12.2%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.30    
Smart Investing & Trading Score: 73
Day Percent Change: 0.99%    
Day Change: 0.12
Week Change: 1.23%    
Year-to-date Change: 7.4%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of Independent Bank CorporationIBCP Independent Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 273.67 Millions
Recent Price: 25.04    
Smart Investing & Trading Score: 73
Day Percent Change: 0.93%    
Day Change: 0.23
Week Change: 0.2%    
Year-to-date Change: -3.8%
IBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBCP to Watchlist:       View:      Get Complete IBCP Trend Analysis ➞

Stock Chart of Enact Holdings, Inc.ACT Enact Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 4010 Millions
Recent Price: 29.97    
Smart Investing & Trading Score: 73
Day Percent Change: 0.82%    
Day Change: 0.24
Week Change: 0.1%    
Year-to-date Change: 3.1%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of Aberdeen Standard Global Infrastructure Income FundASGI Aberdeen Standard Global Infrastructure Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.32    
Smart Investing & Trading Score: 73
Day Percent Change: 0.76%    
Day Change: 0.13
Week Change: 0.64%    
Year-to-date Change: -3.5%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of Gladstone Investment CorporationGAIN Gladstone Investment Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 255.17 Millions
Recent Price: 14.24    
Smart Investing & Trading Score: 73
Day Percent Change: -0.42%    
Day Change: -0.06
Week Change: 0.35%    
Year-to-date Change: 0.6%
GAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAIN to Watchlist:       View:      Get Complete GAIN Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 5.07    
Smart Investing & Trading Score: 72
Day Percent Change: 1.60%    
Day Change: 0.08
Week Change: 1.81%    
Year-to-date Change: 2.6%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC Trend Analysis ➞

Stock Chart of CNO Financial Group, Inc.CNO CNO Financial Group, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1746.9 Millions
Recent Price: 26.71    
Smart Investing & Trading Score: 72
Day Percent Change: 1.44%    
Day Change: 0.38
Week Change: 1.17%    
Year-to-date Change: -4.3%
CNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNO to Watchlist:       View:      Get Complete CNO Trend Analysis ➞

Stock Chart of New England Realty Associates Limited PartnershipNEN New England Realty Associates Limited Partnership
Sector: Financials
SubSector: Real Estate Development
MarketCap: 153.819 Millions
Recent Price: 69.57    
Smart Investing & Trading Score: 72
Day Percent Change: 0.61%    
Day Change: 0.42
Week Change: 0.61%    
Year-to-date Change: -0.2%
NEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEN to Watchlist:       View:      Get Complete NEN 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: 116.90    
Smart Investing & Trading Score: 71
Day Percent Change: 1.55%    
Day Change: 1.78
Week Change: 0.65%    
Year-to-date Change: 41.0%
IBKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKR to Watchlist:       View:      Get Complete IBKR Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 71
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: 0.36%    
Year-to-date Change: 1.7%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 16.19    
Smart Investing & Trading Score: 71
Day Percent Change: 0.19%    
Day Change: 0.03
Week Change: 0.33%    
Year-to-date Change: 1.4%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

Stock Chart of PayPal Holdings, Inc.PYPL PayPal Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 108949 Millions
Recent Price: 66.14    
Smart Investing & Trading Score: 71
Day Percent Change: -2.62%    
Day Change: -1.78
Week Change: 0.27%    
Year-to-date Change: 7.7%
PYPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PYPL to Watchlist:       View:      Get Complete PYPL Trend Analysis ➞

Stock Chart of Douglas Emmett, Inc.DEI Douglas Emmett, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4917.83 Millions
Recent Price: 13.44    
Smart Investing & Trading Score: 71
Day Percent Change: -1.97%    
Day Change: -0.27
Week Change: 0.52%    
Year-to-date Change: -7.3%
DEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEI to Watchlist:       View:      Get Complete DEI Trend Analysis ➞

Stock Chart of KraneShares Trust   KFA Global Carbon ETFKRBN KraneShares Trust KFA Global Carbon ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.33    
Smart Investing & Trading Score: 71
Day Percent Change: -0.52%    
Day Change: -0.17
Week Change: 0.37%    
Year-to-date Change: -11.3%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.33    
Smart Investing & Trading Score: 71
Day Percent Change: -0.43%    
Day Change: -0.04
Week Change: 0.21%    
Year-to-date Change: 2.0%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of Guggenheim Strategic Opportunities FundGOF Guggenheim Strategic Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 609.107 Millions
Recent Price: 14.54    
Smart Investing & Trading Score: 71
Day Percent Change: -0.34%    
Day Change: -0.05
Week Change: -0.07%    
Year-to-date Change: 13.6%
GOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOF to Watchlist:       View:      Get Complete GOF Trend Analysis ➞

Stock Chart of Texas Capital Bancshares, Inc.TCBI Texas Capital Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1202.75 Millions
Recent Price: 58.37    
Smart Investing & Trading Score: 70
Day Percent Change: 1.69%    
Day Change: 0.97
Week Change: 0.97%    
Year-to-date Change: -9.7%
TCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBI to Watchlist:       View:      Get Complete TCBI Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings, Inc.HRTG Heritage Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 303.312 Millions
Recent Price: 10.29    
Smart Investing & Trading Score: 70
Day Percent Change: 0.78%    
Day Change: 0.08
Week Change: 0%    
Year-to-date Change: 57.8%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 17.34    
Smart Investing & Trading Score: 70
Day Percent Change: 0.64%    
Day Change: 0.11
Week Change: -3.4%    
Year-to-date Change: 7.5%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

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