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Best Financial Stocks

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: 7.65 %
 Weekly Performance: -0.85 %
 Daily Performance: 0.04 %
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%
ALXAlexander s REIT - Retail219.60621.08%2.82%
JRINuveen Real Closed-End Fund - Equity11.52620.70%-1.71%
BTABlackRock Long-Term Closed-End Fund - Debt9.89620.59%-3.34%
BNYBlackRock New Closed-End Fund - Debt10.48620.52%-0.47%
MSDMorgan Stanley Closed-End Fund - Debt7.14620.42%2.73%
AMHAmerican Homes REIT36.55620.41%1.64%
PFLPIMCO ome Closed-End Fund - Debt8.39620.37%-0.58%
OZBelpointe PREP Financials - Development59.0062-2.60%-23.49%
HBANLHuntington Bancshares Banks - Regional24.98610.89%4.69%
FSKFS KKR Asset Mgmt19.16610.29%-4.08%
PGRProgressive  Insurance205.0061-1.93%28.70%
AACTAres Acquisition SPAC10.6361-0.09%2.02%
SBRSabine Royalty  Investments64.64612.95%-4.75%
KTFDWS Municipal Closed-End Fund - Debt9.39610.43%5.62%
HCVIHennessy Capital SPAC10.54610.38%1.05%
FENFirst Trust Asset Mgmt16.09610.37%11.12%
DMLPDorchester Minerals  Investments33.18610.00%4.24%
OXLCOOxford Lane Asset Mgmt22.25610.00%0.95%
RRACRigel Resource SPAC11.26610.00%2.46%
ALLAllstate  Insurance166.1561-1.79%18.70%
WFCWells Fargo Banks59.5161-0.53%20.91%
ONLOrion Office REIT - Office3.52606.68%-38.55%
NXENexGen Energy Closed-End Fund - Debt8.30601.59%18.57%
LPLALPL  Brokerage266.1760-1.23%16.93%
SCDLMP Capital Closed-End Fund - Equity15.0360-0.50%7.24%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 7.65% and is currently outperforming the overall market by 0.86% 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: 7.65%
**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 [429%] Hippo [111%] Banco Macro[99%]
Gladstone Capital[99%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [78%] Yiren Digital[75%] LendingTree [68%]
Grupo Supervielle[60%] B. Riley[53%] Victory Capital[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 [34.5%] Office Properties[33.8%] Industrial Logistics[23.7%]
Heartland [22.1%] Douglas Elliman[20.2%] New York[20%]
RE/MAX [17.9%] SelectQuote [17.1%] eXp World[16.9%]
LendingClub [16.8%] KE [13.4%] Medical Properties[13.1%]
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[-65%] Texas Pacific[-64%] Office Properties[-63%]
Hywin [-59%] Fathom [-55%] Douglas Elliman[-51%]
FRP [-50%] Fanhua [-49%] AlTi Global[-47%]
eHealth [-45%] OppFi [-45%] Fangdd Network[-43%]
.
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
Medical Properties[100] Paramount [100] TPG RE[100]
Brandywine Realty[100] Columbia Banking[100] Highwoods Properties[100]
Zions Ban[100] BankUnited [100] Noah [100]
Byline Bancorp[100] Healthcare Realty[100] Axos [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  40.48360.04-0.857.65%
IAIBroker-Dealers & Secs 114.08780.810.955.11%
KBEBank  46.541001.482.671.13%
FASFinancial Bull 3X 98.36150.47-2.2619.01%
FAZFinancial Bear 3X 11.1539-0.272.67-18.43%
UYGFinancials  62.70280.41-1.513.58%
KIEInsurance  49.0554-0.491.078.47%
 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 Alexander s, Inc.ALX Alexander s, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1251.54 Millions
Recent Price: 219.60    
Smart Investing & Trading Score: 62
Day Percent Change: 1.08%    
Day Change: 2.35
Week Change: 6.14%    
Year-to-date Change: 2.8%
ALX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALX to Watchlist:       View:      Get Complete ALX Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.52    
Smart Investing & Trading Score: 62
Day Percent Change: 0.70%    
Day Change: 0.08
Week Change: 1.68%    
Year-to-date Change: -1.7%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 9.89    
Smart Investing & Trading Score: 62
Day Percent Change: 0.59%    
Day Change: 0.06
Week Change: 2.36%    
Year-to-date Change: -3.3%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of BlackRock New York Municipal Income TrustBNY BlackRock New York Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.007 Millions
Recent Price: 10.48    
Smart Investing & Trading Score: 62
Day Percent Change: 0.52%    
Day Change: 0.05
Week Change: 1.61%    
Year-to-date Change: -0.5%
BNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNY to Watchlist:       View:      Get Complete BNY Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 7.14    
Smart Investing & Trading Score: 62
Day Percent Change: 0.42%    
Day Change: 0.03
Week Change: 2%    
Year-to-date Change: 2.7%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 6135.31 Millions
Recent Price: 36.55    
Smart Investing & Trading Score: 62
Day Percent Change: 0.41%    
Day Change: 0.15
Week Change: 0.38%    
Year-to-date Change: 1.6%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of PIMCO Income Strategy FundPFL PIMCO Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 223.707 Millions
Recent Price: 8.39    
Smart Investing & Trading Score: 62
Day Percent Change: 0.37%    
Day Change: 0.03
Week Change: 1.46%    
Year-to-date Change: -0.6%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 59.00    
Smart Investing & Trading Score: 62
Day Percent Change: -2.60%    
Day Change: -1.57
Week Change: -1.12%    
Year-to-date Change: -23.5%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANL Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 24.98    
Smart Investing & Trading Score: 61
Day Percent Change: 0.89%    
Day Change: 0.22
Week Change: 1.05%    
Year-to-date Change: 4.7%
HBANL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANL to Watchlist:       View:      Get Complete HBANL Trend Analysis ➞

Stock Chart of FS KKR Capital Corp.FSK FS KKR Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 1262.33 Millions
Recent Price: 19.16    
Smart Investing & Trading Score: 61
Day Percent Change: 0.29%    
Day Change: 0.05
Week Change: -0.91%    
Year-to-date Change: -4.1%
FSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSK to Watchlist:       View:      Get Complete FSK Trend Analysis ➞

Stock Chart of The Progressive CorporationPGR The Progressive Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 43112 Millions
Recent Price: 205.00    
Smart Investing & Trading Score: 61
Day Percent Change: -1.93%    
Day Change: -4.03
Week Change: -1.46%    
Year-to-date Change: 28.7%
PGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGR to Watchlist:       View:      Get Complete PGR Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 639 Millions
Recent Price: 10.63    
Smart Investing & Trading Score: 61
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.09%    
Year-to-date Change: 2.0%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of Sabine Royalty TrustSBR Sabine Royalty Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 381.27 Millions
Recent Price: 64.64    
Smart Investing & Trading Score: 61
Day Percent Change: 2.95%    
Day Change: 1.85
Week Change: 3.18%    
Year-to-date Change: -4.8%
SBR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBR to Watchlist:       View:      Get Complete SBR Trend Analysis ➞

Stock Chart of DWS Municipal Income TrustKTF DWS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.607 Millions
Recent Price: 9.39    
Smart Investing & Trading Score: 61
Day Percent Change: 0.43%    
Day Change: 0.04
Week Change: 1.19%    
Year-to-date Change: 5.6%
KTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KTF to Watchlist:       View:      Get Complete KTF Trend Analysis ➞

Stock Chart of Hennessy Capital Investment Corp. VIHCVI Hennessy Capital Investment Corp. VI
Sector: Financials
SubSector: SPAC
MarketCap: 467 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 61
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: 0.57%    
Year-to-date Change: 1.1%
HCVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCVI to Watchlist:       View:      Get Complete HCVI Trend Analysis ➞

Stock Chart of First Trust Energy Income and Growth FundFEN First Trust Energy Income and Growth Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 178.703 Millions
Recent Price: 16.09    
Smart Investing & Trading Score: 61
Day Percent Change: 0.37%    
Day Change: 0.06
Week Change: 0.94%    
Year-to-date Change: 11.1%
FEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEN to Watchlist:       View:      Get Complete FEN Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 33.18    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.39%    
Year-to-date Change: 4.2%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.25    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.28%    
Year-to-date Change: 1.0%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of Rigel Resource Acquisition Corp.RRAC Rigel Resource Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 402 Millions
Recent Price: 11.26    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.5%
RRAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RRAC to Watchlist:       View:      Get Complete RRAC Trend Analysis ➞

Stock Chart of The Allstate CorporationALL The Allstate Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25916.6 Millions
Recent Price: 166.15    
Smart Investing & Trading Score: 61
Day Percent Change: -1.79%    
Day Change: -3.03
Week Change: -2.3%    
Year-to-date Change: 18.7%
ALL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALL to Watchlist:       View:      Get Complete ALL Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 59.51    
Smart Investing & Trading Score: 61
Day Percent Change: -0.53%    
Day Change: -0.32
Week Change: -0.67%    
Year-to-date Change: 20.9%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of Orion Office REIT Inc.ONL Orion Office REIT Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 375 Millions
Recent Price: 3.52    
Smart Investing & Trading Score: 60
Day Percent Change: 6.68%    
Day Change: 0.22
Week Change: 8.15%    
Year-to-date Change: -38.6%
ONL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONL to Watchlist:       View:      Get Complete ONL Trend Analysis ➞

Stock Chart of NexGen Energy Ltd.NXE NexGen Energy Ltd.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 210.207 Millions
Recent Price: 8.30    
Smart Investing & Trading Score: 60
Day Percent Change: 1.59%    
Day Change: 0.13
Week Change: 4.27%    
Year-to-date Change: 18.6%
NXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXE to Watchlist:       View:      Get Complete NXE Trend Analysis ➞

Stock Chart of LPL Financial Holdings Inc.LPLA LPL Financial Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4104.65 Millions
Recent Price: 266.17    
Smart Investing & Trading Score: 60
Day Percent Change: -1.23%    
Day Change: -3.31
Week Change: -0.06%    
Year-to-date Change: 16.9%
LPLA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LPLA to Watchlist:       View:      Get Complete LPLA Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 60
Day Percent Change: -0.50%    
Day Change: -0.07
Week Change: -1.22%    
Year-to-date Change: 7.2%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

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