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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 %
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%
LMNDLemonade  Insurance Property & Casualty17.74752.31%9.98%
AUBAtlantic Union Regional Banks33.34752.21%-8.76%
TWNTaiwan Fund Closed-End Fund - Foreign39.32751.39%13.67%
FEIFirst Trust Closed-End Fund - Equity9.81751.03%14.47%
CFGCitizens  Regional Banks34.99750.84%5.58%
TEAFTortoise Essential Asset Mgmt11.54750.79%-1.45%
LNDBrasilAgro - Property Mgmt4.95750.61%-6.25%
AIRCApartment ome REIT38.52750.06%10.37%
PDIPIMCO Dynamic Closed-End Fund - Debt19.22750.79%7.08%
EMDWestern Asset Closed-End Fund - Debt9.16750.55%-0.54%
PHDPioneer Floating Closed-End Fund - Debt9.6475-0.10%5.13%
TBNKTerritorial Bancorp Regional Banks7.92743.53%-28.97%
NFBKNorthfield Bancorp Regional Banks8.87743.50%-29.49%
OPIOffice Properties REIT - Office2.567428.00%-65.03%
UHTUniversal Health REIT36.80742.62%-14.91%
GNLGlobal Net REIT - 7.10742.60%-28.64%
KIMKimco Realty REIT - Retail18.96742.49%-11.03%
PWODPenns Woods Regional Banks18.75742.46%-16.70%
FISI Institutions Regional Banks17.83742.29%-16.29%
STHOStar  Financials Services12.35742.07%-17.67%
EXPIeXp World Property Mgmt11.257410.84%-27.51%
BLFYBlue Foundry Banks - Regional8.98741.81%-6.75%
SBCFSeacoast Banking Regional Banks23.91741.70%-15.99%
EDOCGlobal X Exchange Traded Fund9.02741.58%-11.22%
HQLTekla Life Closed-End Fund - Equity13.48741.51%0.15%
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 Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 17.74    
Smart Investing & Trading Score: 75
Day Percent Change: 2.31%    
Day Change: 0.40
Week Change: -1.17%    
Year-to-date Change: 10.0%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Atlantic Union Bankshares CorporationAUB Atlantic Union Bankshares Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1728.79 Millions
Recent Price: 33.34    
Smart Investing & Trading Score: 75
Day Percent Change: 2.21%    
Day Change: 0.72
Week Change: 3.28%    
Year-to-date Change: -8.8%
AUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUB to Watchlist:       View:      Get Complete AUB Trend Analysis ➞

Stock Chart of The Taiwan Fund, Inc.TWN The Taiwan Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 110.547 Millions
Recent Price: 39.32    
Smart Investing & Trading Score: 75
Day Percent Change: 1.39%    
Day Change: 0.54
Week Change: 2.5%    
Year-to-date Change: 13.7%
TWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWN to Watchlist:       View:      Get Complete TWN Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.81    
Smart Investing & Trading Score: 75
Day Percent Change: 1.03%    
Day Change: 0.10
Week Change: 0.2%    
Year-to-date Change: 14.5%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI 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: 34.99    
Smart Investing & Trading Score: 75
Day Percent Change: 0.84%    
Day Change: 0.29
Week Change: -0.46%    
Year-to-date Change: 5.6%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.54    
Smart Investing & Trading Score: 75
Day Percent Change: 0.79%    
Day Change: 0.09
Week Change: 0.96%    
Year-to-date Change: -1.5%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of BrasilAgro - Companhia Brasileira de Propriedades AgricolasLND BrasilAgro - Companhia Brasileira de Propriedades Agricolas
Sector: Financials
SubSector: Property Management
MarketCap: 157.842 Millions
Recent Price: 4.95    
Smart Investing & Trading Score: 75
Day Percent Change: 0.61%    
Day Change: 0.03
Week Change: 0%    
Year-to-date Change: -6.3%
LND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LND to Watchlist:       View:      Get Complete LND Trend Analysis ➞

Stock Chart of Apartment Income REIT Corp.AIRC Apartment Income REIT Corp.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 5280 Millions
Recent Price: 38.52    
Smart Investing & Trading Score: 75
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: 0.3%    
Year-to-date Change: 10.4%
AIRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIRC to Watchlist:       View:      Get Complete AIRC Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income FundPDI PIMCO Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1135.47 Millions
Recent Price: 19.22    
Smart Investing & Trading Score: 75
Day Percent Change: 0.79%    
Day Change: 0.15
Week Change: 1.37%    
Year-to-date Change: 7.1%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 9.16    
Smart Investing & Trading Score: 75
Day Percent Change: 0.55%    
Day Change: 0.05
Week Change: 2%    
Year-to-date Change: -0.5%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.64    
Smart Investing & Trading Score: 75
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.94%    
Year-to-date Change: 5.1%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of Territorial Bancorp Inc.TBNK Territorial Bancorp Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 220.029 Millions
Recent Price: 7.92    
Smart Investing & Trading Score: 74
Day Percent Change: 3.53%    
Day Change: 0.27
Week Change: 12.02%    
Year-to-date Change: -29.0%
TBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBNK to Watchlist:       View:      Get Complete TBNK Trend Analysis ➞

Stock Chart of Northfield Bancorp, Inc. (Staten Island, NY)NFBK Northfield Bancorp, Inc. (Staten Island, NY)
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 540.699 Millions
Recent Price: 8.87    
Smart Investing & Trading Score: 74
Day Percent Change: 3.50%    
Day Change: 0.30
Week Change: 4.11%    
Year-to-date Change: -29.5%
NFBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFBK to Watchlist:       View:      Get Complete NFBK Trend Analysis ➞

Stock Chart of Office Properties Income TrustOPI Office Properties Income Trust
Sector: Financials
SubSector: REIT - Office
MarketCap: 1245.66 Millions
Recent Price: 2.56    
Smart Investing & Trading Score: 74
Day Percent Change: 28.00%    
Day Change: 0.56
Week Change: 27.36%    
Year-to-date Change: -65.0%
OPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPI to Watchlist:       View:      Get Complete OPI Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 36.80    
Smart Investing & Trading Score: 74
Day Percent Change: 2.62%    
Day Change: 0.94
Week Change: 6.17%    
Year-to-date Change: -14.9%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of Global Net Lease, Inc.GNL Global Net Lease, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1362.73 Millions
Recent Price: 7.10    
Smart Investing & Trading Score: 74
Day Percent Change: 2.60%    
Day Change: 0.18
Week Change: 2.75%    
Year-to-date Change: -28.6%
GNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNL to Watchlist:       View:      Get Complete GNL Trend Analysis ➞

Stock Chart of Kimco Realty CorporationKIM Kimco Realty Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5358.64 Millions
Recent Price: 18.96    
Smart Investing & Trading Score: 74
Day Percent Change: 2.49%    
Day Change: 0.46
Week Change: 3.16%    
Year-to-date Change: -11.0%
KIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIM to Watchlist:       View:      Get Complete KIM Trend Analysis ➞

Stock Chart of Penns Woods Bancorp, Inc.PWOD Penns Woods Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 152.559 Millions
Recent Price: 18.75    
Smart Investing & Trading Score: 74
Day Percent Change: 2.46%    
Day Change: 0.45
Week Change: 7.05%    
Year-to-date Change: -16.7%
PWOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PWOD to Watchlist:       View:      Get Complete PWOD Trend Analysis ➞

Stock Chart of Financial Institutions, Inc.FISI Financial Institutions, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 253.459 Millions
Recent Price: 17.83    
Smart Investing & Trading Score: 74
Day Percent Change: 2.29%    
Day Change: 0.40
Week Change: 1.31%    
Year-to-date Change: -16.3%
FISI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FISI to Watchlist:       View:      Get Complete FISI Trend Analysis ➞

Stock Chart of Star HoldingsSTHO Star Holdings
Sector: Financials
SubSector: Financials Services
MarketCap: 195 Millions
Recent Price: 12.35    
Smart Investing & Trading Score: 74
Day Percent Change: 2.07%    
Day Change: 0.25
Week Change: 5.33%    
Year-to-date Change: -17.7%
STHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STHO to Watchlist:       View:      Get Complete STHO Trend Analysis ➞

Stock Chart of eXp World Holdings, Inc.EXPI eXp World Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 448.042 Millions
Recent Price: 11.25    
Smart Investing & Trading Score: 74
Day Percent Change: 10.84%    
Day Change: 1.10
Week Change: 11.17%    
Year-to-date Change: -27.5%
EXPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXPI to Watchlist:       View:      Get Complete EXPI Trend Analysis ➞

Stock Chart of Blue Foundry BancorpBLFY Blue Foundry Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 264 Millions
Recent Price: 8.98    
Smart Investing & Trading Score: 74
Day Percent Change: 1.81%    
Day Change: 0.16
Week Change: 2.28%    
Year-to-date Change: -6.8%
BLFY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLFY to Watchlist:       View:      Get Complete BLFY Trend Analysis ➞

Stock Chart of Seacoast Banking Corporation of FloridaSBCF Seacoast Banking Corporation of Florida
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 881.559 Millions
Recent Price: 23.91    
Smart Investing & Trading Score: 74
Day Percent Change: 1.70%    
Day Change: 0.40
Week Change: 2.27%    
Year-to-date Change: -16.0%
SBCF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBCF to Watchlist:       View:      Get Complete SBCF Trend Analysis ➞

Stock Chart of Global X Telemedicine & Digital Health ETFEDOC Global X Telemedicine & Digital Health ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 9.02    
Smart Investing & Trading Score: 74
Day Percent Change: 1.58%    
Day Change: 0.14
Week Change: 3.32%    
Year-to-date Change: -11.2%
EDOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDOC to Watchlist:       View:      Get Complete EDOC Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 13.48    
Smart Investing & Trading Score: 74
Day Percent Change: 1.51%    
Day Change: 0.20
Week Change: 3.93%    
Year-to-date Change: 0.2%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

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