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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%
HQHTekla Healthcare Closed-End Fund - Equity16.52741.47%-0.30%
PCQPIMCO California Closed-End Fund - Debt9.21741.32%-1.18%
RWAYRunway Growth Credit Services13.04741.20%2.92%
MFAMFA  Mortgage10.91741.11%-3.19%
DXDynex Capital Mortgage11.99741.10%-4.23%
HTBKHeritage Commerce Regional Banks8.21740.98%-17.24%
WTBAWest Ban Regional - Southwest Banks17.18740.94%-18.96%
CIMChimera  Mortgage4.29740.94%-14.03%
CXEMFS High Closed-End Fund - Debt3.56740.85%0.42%
GERMETFMG Treatments Exchange Traded Fund17.86740.78%-8.67%
JPCNuveen Preferred Closed-End Fund - Debt7.15740.56%5.77%
EBMTEagle Bancorp Regional Banks12.94740.50%-18.05%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.90740.21%4.54%
TCPCBlackRock TCP Closed-End Fund - Debt10.2974-1.25%-10.83%
NYCBNew York S&L3.3774-0.88%-67.06%
FPIFarmland Partners REIT - 11.1274-0.09%-10.90%
PKSTPeakstone Realty REIT - 14.01731.45%-31.73%
ESNTEssent  Mortgage54.28731.29%2.92%
AWPAberdeen Global Closed-End Fund - Foreign3.73731.08%-3.87%
UNMUnum  Insurance51.6973-0.35%14.31%
GHLDGuild  Mortgage Finance14.04733.24%-2.60%
JHGJanus Henderson Asset Mgmt31.96732.57%6.00%
FCNCAFirst Citizens Regional Banks1713.50732.24%20.76%
DFAIDimensional  Exchange Traded Fund29.61731.33%3.39%
SMFGSumitomo Mitsui Foreign Banks11.44730.70%18.18%
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 Tekla Healthcare InvestorsHQH Tekla Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 660.347 Millions
Recent Price: 16.52    
Smart Investing & Trading Score: 74
Day Percent Change: 1.47%    
Day Change: 0.24
Week Change: 2.74%    
Year-to-date Change: -0.3%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.21    
Smart Investing & Trading Score: 74
Day Percent Change: 1.32%    
Day Change: 0.12
Week Change: 1.88%    
Year-to-date Change: -1.2%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 13.04    
Smart Investing & Trading Score: 74
Day Percent Change: 1.20%    
Day Change: 0.15
Week Change: 2.11%    
Year-to-date Change: 2.9%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of MFA Financial, Inc.MFA MFA Financial, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1869.69 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 74
Day Percent Change: 1.11%    
Day Change: 0.12
Week Change: 1.68%    
Year-to-date Change: -3.2%
MFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFA to Watchlist:       View:      Get Complete MFA Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.DX Dynex Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 327.839 Millions
Recent Price: 11.99    
Smart Investing & Trading Score: 74
Day Percent Change: 1.10%    
Day Change: 0.13
Week Change: 0.59%    
Year-to-date Change: -4.2%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of Heritage Commerce CorpHTBK Heritage Commerce Corp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 416.129 Millions
Recent Price: 8.21    
Smart Investing & Trading Score: 74
Day Percent Change: 0.98%    
Day Change: 0.08
Week Change: 2.63%    
Year-to-date Change: -17.2%
HTBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBK to Watchlist:       View:      Get Complete HTBK Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 17.18    
Smart Investing & Trading Score: 74
Day Percent Change: 0.94%    
Day Change: 0.16
Week Change: 2.81%    
Year-to-date Change: -19.0%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 4.29    
Smart Investing & Trading Score: 74
Day Percent Change: 0.94%    
Day Change: 0.04
Week Change: 2.39%    
Year-to-date Change: -14.0%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.56    
Smart Investing & Trading Score: 74
Day Percent Change: 0.85%    
Day Change: 0.03
Week Change: 1.57%    
Year-to-date Change: 0.4%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of ETFMG Treatments, Testing and Advancements ETFGERM ETFMG Treatments, Testing and Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.86    
Smart Investing & Trading Score: 74
Day Percent Change: 0.78%    
Day Change: 0.14
Week Change: 5.71%    
Year-to-date Change: -8.7%
GERM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GERM to Watchlist:       View:      Get Complete GERM Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 7.15    
Smart Investing & Trading Score: 74
Day Percent Change: 0.56%    
Day Change: 0.04
Week Change: 2%    
Year-to-date Change: 5.8%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Eagle Bancorp Montana, Inc.EBMT Eagle Bancorp Montana, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 106.929 Millions
Recent Price: 12.94    
Smart Investing & Trading Score: 74
Day Percent Change: 0.50%    
Day Change: 0.06
Week Change: 1.25%    
Year-to-date Change: -18.1%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.90    
Smart Investing & Trading Score: 74
Day Percent Change: 0.21%    
Day Change: 0.04
Week Change: 2.16%    
Year-to-date Change: 4.5%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of BlackRock TCP Capital Corp.TCPC BlackRock TCP Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 10.29    
Smart Investing & Trading Score: 74
Day Percent Change: -1.25%    
Day Change: -0.13
Week Change: 1.98%    
Year-to-date Change: -10.8%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of New York Community Bancorp, Inc.NYCB New York Community Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 4888.6 Millions
Recent Price: 3.37    
Smart Investing & Trading Score: 74
Day Percent Change: -0.88%    
Day Change: -0.03
Week Change: 13.47%    
Year-to-date Change: -67.1%
NYCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYCB to Watchlist:       View:      Get Complete NYCB Trend Analysis ➞

Stock Chart of Farmland Partners Inc.FPI Farmland Partners Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 182.653 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 74
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 2.58%    
Year-to-date Change: -10.9%
FPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPI to Watchlist:       View:      Get Complete FPI Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 14.01    
Smart Investing & Trading Score: 73
Day Percent Change: 1.45%    
Day Change: 0.20
Week Change: 0.94%    
Year-to-date Change: -31.7%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 54.28    
Smart Investing & Trading Score: 73
Day Percent Change: 1.29%    
Day Change: 0.69
Week Change: 0.56%    
Year-to-date Change: 2.9%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP Aberdeen Global Premier Properties Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 313.447 Millions
Recent Price: 3.73    
Smart Investing & Trading Score: 73
Day Percent Change: 1.08%    
Day Change: 0.04
Week Change: 0.54%    
Year-to-date Change: -3.9%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 51.69    
Smart Investing & Trading Score: 73
Day Percent Change: -0.35%    
Day Change: -0.18
Week Change: 1.85%    
Year-to-date Change: 14.3%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of Guild Holdings CompanyGHLD Guild Holdings Company
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 91157 Millions
Recent Price: 14.04    
Smart Investing & Trading Score: 73
Day Percent Change: 3.24%    
Day Change: 0.44
Week Change: 3.01%    
Year-to-date Change: -2.6%
GHLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHLD to Watchlist:       View:      Get Complete GHLD Trend Analysis ➞

Stock Chart of Janus Henderson Group plcJHG Janus Henderson Group plc
Sector: Financials
SubSector: Asset Management
MarketCap: 2992.33 Millions
Recent Price: 31.96    
Smart Investing & Trading Score: 73
Day Percent Change: 2.57%    
Day Change: 0.80
Week Change: 0.85%    
Year-to-date Change: 6.0%
JHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHG to Watchlist:       View:      Get Complete JHG Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCA First Citizens BancShares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 3157.19 Millions
Recent Price: 1713.50    
Smart Investing & Trading Score: 73
Day Percent Change: 2.24%    
Day Change: 37.51
Week Change: -2.34%    
Year-to-date Change: 20.8%
FCNCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCA to Watchlist:       View:      Get Complete FCNCA Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.61    
Smart Investing & Trading Score: 73
Day Percent Change: 1.33%    
Day Change: 0.39
Week Change: 0.17%    
Year-to-date Change: 3.4%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Sumitomo Mitsui Financial Group, Inc.SMFG Sumitomo Mitsui Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 36648.5 Millions
Recent Price: 11.44    
Smart Investing & Trading Score: 73
Day Percent Change: 0.70%    
Day Change: 0.08
Week Change: 1.96%    
Year-to-date Change: 18.2%
SMFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMFG to Watchlist:       View:      Get Complete SMFG Trend Analysis ➞

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