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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%
GCBCGreene County S&L30.25952.82%7.27%
FBPFirst Ban Foreign Banks17.68952.49%7.48%
BCATBlackRock Capital Closed-End Fund - Equity15.78952.40%6.26%
ASAASA Gold Asset Mgmt17.67952.08%17.33%
ILPTIndustrial Logistics REIT - Industrial4.059515.06%-13.83%
PAIWestern Asset Closed-End Fund - Debt12.13951.93%0.75%
CPFCentral Pacific Regional Banks20.30951.81%3.15%
CNACNA  Insurance44.53951.34%5.25%
NTBBank of N.T. Butterfield & Son Foreign Banks34.39951.15%7.44%
JQCNuveen Credit Closed-End Fund - Debt5.58951.09%6.90%
BDNBrandywine Realty REIT - 4.57950.66%-15.37%
BUIBlackRock Utilities Closed-End Fund - Equity21.55950.61%-1.24%
NHINational Health REIT63.40950.54%13.52%
HTDJohn Hancock Closed-End Fund - Debt19.62950.51%3.43%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.84950.51%4.59%
CTOConsolidated-Tomoka Land Real Estatet17.37950.12%0.23%
FRTFederal Realty REIT - Retail104.28950.11%1.19%
TREELendingTree  Mortgage47.8995-0.79%57.95%
NXRTNexPoint Residential REIT34.0795-0.50%-1.05%
HIFSHingham Institution S&L174.28933.19%-10.35%
AMTBAmerant Bancorp Regional Banks22.35933.19%-9.04%
WSFSWSFS  Regional Banks43.78932.46%-4.68%
FULTFulton  Regional Banks16.90932.11%2.67%
SUPVGrupo Supervielle Foreign Banks6.43931.58%58.37%
GUTGabelli Utility Closed-End Fund - Equity5.65930.53%4.24%
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 Greene County Bancorp, Inc.GCBC Greene County Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 314.83 Millions
Recent Price: 30.25    
Smart Investing & Trading Score: 95
Day Percent Change: 2.82%    
Day Change: 0.83
Week Change: 0.87%    
Year-to-date Change: 7.3%
GCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCBC to Watchlist:       View:      Get Complete GCBC Trend Analysis ➞

Stock Chart of First BanCorp.FBP First BanCorp.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 913.079 Millions
Recent Price: 17.68    
Smart Investing & Trading Score: 95
Day Percent Change: 2.49%    
Day Change: 0.43
Week Change: 2.55%    
Year-to-date Change: 7.5%
FBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBP to Watchlist:       View:      Get Complete FBP Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.78    
Smart Investing & Trading Score: 95
Day Percent Change: 2.40%    
Day Change: 0.37
Week Change: 2.14%    
Year-to-date Change: 6.3%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of ASA Gold and Precious Metals LimitedASA ASA Gold and Precious Metals Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 175.503 Millions
Recent Price: 17.67    
Smart Investing & Trading Score: 95
Day Percent Change: 2.08%    
Day Change: 0.36
Week Change: 2.38%    
Year-to-date Change: 17.3%
ASA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASA to Watchlist:       View:      Get Complete ASA Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 988.549 Millions
Recent Price: 4.05    
Smart Investing & Trading Score: 95
Day Percent Change: 15.06%    
Day Change: 0.53
Week Change: 11.57%    
Year-to-date Change: -13.8%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 12.13    
Smart Investing & Trading Score: 95
Day Percent Change: 1.93%    
Day Change: 0.23
Week Change: 1.86%    
Year-to-date Change: 0.8%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Central Pacific Financial Corp.CPF Central Pacific Financial Corp.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 407.429 Millions
Recent Price: 20.30    
Smart Investing & Trading Score: 95
Day Percent Change: 1.81%    
Day Change: 0.36
Week Change: 0.89%    
Year-to-date Change: 3.2%
CPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPF to Watchlist:       View:      Get Complete CPF Trend Analysis ➞

Stock Chart of CNA Financial CorporationCNA CNA Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9123.32 Millions
Recent Price: 44.53    
Smart Investing & Trading Score: 95
Day Percent Change: 1.34%    
Day Change: 0.59
Week Change: 2.98%    
Year-to-date Change: 5.3%
CNA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNA to Watchlist:       View:      Get Complete CNA Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 34.39    
Smart Investing & Trading Score: 95
Day Percent Change: 1.15%    
Day Change: 0.39
Week Change: 0.97%    
Year-to-date Change: 7.4%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.58    
Smart Investing & Trading Score: 95
Day Percent Change: 1.09%    
Day Change: 0.06
Week Change: 1.82%    
Year-to-date Change: 6.9%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of Brandywine Realty TrustBDN Brandywine Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1688.13 Millions
Recent Price: 4.57    
Smart Investing & Trading Score: 95
Day Percent Change: 0.66%    
Day Change: 0.03
Week Change: 2.24%    
Year-to-date Change: -15.4%
BDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDN to Watchlist:       View:      Get Complete BDN Trend Analysis ➞

Stock Chart of BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.847 Millions
Recent Price: 21.55    
Smart Investing & Trading Score: 95
Day Percent Change: 0.61%    
Day Change: 0.13
Week Change: 1.17%    
Year-to-date Change: -1.2%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of National Health Investors, Inc.NHI National Health Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2156.54 Millions
Recent Price: 63.40    
Smart Investing & Trading Score: 95
Day Percent Change: 0.54%    
Day Change: 0.34
Week Change: 0.81%    
Year-to-date Change: 13.5%
NHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHI to Watchlist:       View:      Get Complete NHI Trend Analysis ➞

Stock Chart of John Hancock Tax-Advantaged Dividend Income FundHTD John Hancock Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 467.107 Millions
Recent Price: 19.62    
Smart Investing & Trading Score: 95
Day Percent Change: 0.51%    
Day Change: 0.10
Week Change: 0.77%    
Year-to-date Change: 3.4%
HTD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTD to Watchlist:       View:      Get Complete HTD Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.84    
Smart Investing & Trading Score: 95
Day Percent Change: 0.51%    
Day Change: 0.06
Week Change: 0.59%    
Year-to-date Change: 4.6%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 17.37    
Smart Investing & Trading Score: 95
Day Percent Change: 0.12%    
Day Change: 0.02
Week Change: 1.4%    
Year-to-date Change: 0.2%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of Federal Realty Investment TrustFRT Federal Realty Investment Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5878.64 Millions
Recent Price: 104.28    
Smart Investing & Trading Score: 95
Day Percent Change: 0.11%    
Day Change: 0.11
Week Change: 2.05%    
Year-to-date Change: 1.2%
FRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRT to Watchlist:       View:      Get Complete FRT Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 47.89    
Smart Investing & Trading Score: 95
Day Percent Change: -0.79%    
Day Change: -0.38
Week Change: 26.36%    
Year-to-date Change: 58.0%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 34.07    
Smart Investing & Trading Score: 95
Day Percent Change: -0.50%    
Day Change: -0.17
Week Change: 2.4%    
Year-to-date Change: -1.1%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

Stock Chart of Hingham Institution for SavingsHIFS Hingham Institution for Savings
Sector: Financials
SubSector: Savings & Loans
MarketCap: 341.93 Millions
Recent Price: 174.28    
Smart Investing & Trading Score: 93
Day Percent Change: 3.19%    
Day Change: 5.38
Week Change: 0.83%    
Year-to-date Change: -10.4%
HIFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIFS to Watchlist:       View:      Get Complete HIFS Trend Analysis ➞

Stock Chart of Amerant Bancorp Inc.AMTB Amerant Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 653.87 Millions
Recent Price: 22.35    
Smart Investing & Trading Score: 93
Day Percent Change: 3.19%    
Day Change: 0.69
Week Change: 3.57%    
Year-to-date Change: -9.0%
AMTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTB to Watchlist:       View:      Get Complete AMTB Trend Analysis ➞

Stock Chart of WSFS Financial CorporationWSFS WSFS Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1191.29 Millions
Recent Price: 43.78    
Smart Investing & Trading Score: 93
Day Percent Change: 2.46%    
Day Change: 1.05
Week Change: 2.17%    
Year-to-date Change: -4.7%
WSFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSFS to Watchlist:       View:      Get Complete WSFS Trend Analysis ➞

Stock Chart of Fulton Financial CorporationFULT Fulton Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2030.89 Millions
Recent Price: 16.90    
Smart Investing & Trading Score: 93
Day Percent Change: 2.11%    
Day Change: 0.35
Week Change: 8.19%    
Year-to-date Change: 2.7%
FULT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FULT to Watchlist:       View:      Get Complete FULT Trend Analysis ➞

Stock Chart of Grupo Supervielle S.A.SUPV Grupo Supervielle S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 224.779 Millions
Recent Price: 6.43    
Smart Investing & Trading Score: 93
Day Percent Change: 1.58%    
Day Change: 0.10
Week Change: 6.63%    
Year-to-date Change: 58.4%
SUPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUPV to Watchlist:       View:      Get Complete SUPV Trend Analysis ➞

Stock Chart of The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 5.65    
Smart Investing & Trading Score: 93
Day Percent Change: 0.53%    
Day Change: 0.03
Week Change: 1.8%    
Year-to-date Change: 4.2%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

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