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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%
CHMICherry Hill Mortgage3.49600.29%-13.61%
WPCW. P. REIT - 55.92602.36%-13.72%
NREFNexPoint Real REIT 13.23602.16%-15.92%
ECPGEncore Capital Asset Mgmt42.50601.72%-16.26%
IQSIIQ Candriam Exchange Traded Fund29.10601.28%3.14%
AVKAdvent Convertible Closed-End Fund - Debt11.73600.86%3.08%
PFGPripal  Life Insurance80.48600.79%2.30%
KREFKKR Real Mortgage9.67600.21%-26.91%
RABrookfield Real Asset Mgmt12.66600.08%-1.17%
BDJBlackRock Enhanced Closed-End Fund - Equity8.05600.00%4.68%
AJXGreat Ajax Mortgage3.73592.19%-29.62%
SLQTSelectQuote  Insurance1.805911.80%31.39%
TRUPTrupanion  Insurance23.78591.97%-22.06%
MKTXMarketAxess  Brokerage209.12591.40%-28.59%
ACREAres Commercial Mortgage6.99590.87%-32.53%
NLYAnnaly Capital Mortgage19.07590.53%-1.55%
FTHMFathom  Real Estate Services1.5959-3.05%-54.70%
PFISPeoples  Regional Banks38.5059-1.26%-20.94%
BCBPBCB Bancorp Regional Banks9.6959-0.41%-24.59%
FCTFirst Trust Closed-End Fund - Debt10.31590.59%2.18%
AFLAflac  Insurance84.0459-0.63%1.87%
CIFRCipher Mining Capital Markets3.96587.74%-3.53%
ATLCPAtlanticus  Credit Services22.79582.79%0.35%
MFGMizuho  Foreign Banks3.91581.56%13.66%
TYGTortoise Energy Closed-End Fund - Equity31.14581.10%8.24%
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 7.61% 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 Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.49    
Smart Investing & Trading Score: 60
Day Percent Change: 0.29%    
Day Change: 0.01
Week Change: 1.75%    
Year-to-date Change: -13.6%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of W. P. Carey Inc.WPC W. P. Carey Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 9560.03 Millions
Recent Price: 55.92    
Smart Investing & Trading Score: 60
Day Percent Change: 2.36%    
Day Change: 1.29
Week Change: 1.62%    
Year-to-date Change: -13.7%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of NexPoint Real Estate Finance, Inc.NREF NexPoint Real Estate Finance, Inc.
Sector: Financials
SubSector: REIT Diversified
MarketCap: 97267 Millions
Recent Price: 13.23    
Smart Investing & Trading Score: 60
Day Percent Change: 2.16%    
Day Change: 0.28
Week Change: -0.23%    
Year-to-date Change: -15.9%
NREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NREF to Watchlist:       View:      Get Complete NREF Trend Analysis ➞

Stock Chart of Encore Capital Group, Inc.ECPG Encore Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 661.503 Millions
Recent Price: 42.50    
Smart Investing & Trading Score: 60
Day Percent Change: 1.72%    
Day Change: 0.72
Week Change: 2.09%    
Year-to-date Change: -16.3%
ECPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECPG to Watchlist:       View:      Get Complete ECPG Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.10    
Smart Investing & Trading Score: 60
Day Percent Change: 1.28%    
Day Change: 0.37
Week Change: 0.11%    
Year-to-date Change: 3.1%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 11.73    
Smart Investing & Trading Score: 60
Day Percent Change: 0.86%    
Day Change: 0.10
Week Change: 1.38%    
Year-to-date Change: 3.1%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Principal Financial Group, Inc.PFG Principal Financial Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 8178.86 Millions
Recent Price: 80.48    
Smart Investing & Trading Score: 60
Day Percent Change: 0.79%    
Day Change: 0.63
Week Change: 1.72%    
Year-to-date Change: 2.3%
PFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFG to Watchlist:       View:      Get Complete PFG Trend Analysis ➞

Stock Chart of KKR Real Estate Finance Trust Inc.KREF KKR Real Estate Finance Trust Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 645.939 Millions
Recent Price: 9.67    
Smart Investing & Trading Score: 60
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.52%    
Year-to-date Change: -26.9%
KREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KREF to Watchlist:       View:      Get Complete KREF Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund Inc.RA Brookfield Real Assets Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 497.703 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 60
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 1.2%    
Year-to-date Change: -1.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.05    
Smart Investing & Trading Score: 60
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.37%    
Year-to-date Change: 4.7%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of Great Ajax Corp.AJX Great Ajax Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 154.539 Millions
Recent Price: 3.73    
Smart Investing & Trading Score: 59
Day Percent Change: 2.19%    
Day Change: 0.08
Week Change: 6.88%    
Year-to-date Change: -29.6%
AJX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJX to Watchlist:       View:      Get Complete AJX Trend Analysis ➞

Stock Chart of SelectQuote, Inc.SLQT SelectQuote, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 38257 Millions
Recent Price: 1.80    
Smart Investing & Trading Score: 59
Day Percent Change: 11.80%    
Day Change: 0.19
Week Change: 11.8%    
Year-to-date Change: 31.4%
SLQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLQT to Watchlist:       View:      Get Complete SLQT Trend Analysis ➞

Stock Chart of Trupanion, Inc.TRUP Trupanion, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 852.06 Millions
Recent Price: 23.78    
Smart Investing & Trading Score: 59
Day Percent Change: 1.97%    
Day Change: 0.46
Week Change: -1.41%    
Year-to-date Change: -22.1%
TRUP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRUP to Watchlist:       View:      Get Complete TRUP Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 209.12    
Smart Investing & Trading Score: 59
Day Percent Change: 1.40%    
Day Change: 2.88
Week Change: 3.63%    
Year-to-date Change: -28.6%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX Trend Analysis ➞

Stock Chart of Ares Commercial Real Estate CorporationACRE Ares Commercial Real Estate Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 242.339 Millions
Recent Price: 6.99    
Smart Investing & Trading Score: 59
Day Percent Change: 0.87%    
Day Change: 0.06
Week Change: 2.04%    
Year-to-date Change: -32.5%
ACRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACRE to Watchlist:       View:      Get Complete ACRE Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 19.07    
Smart Investing & Trading Score: 59
Day Percent Change: 0.53%    
Day Change: 0.10
Week Change: 1.01%    
Year-to-date Change: -1.6%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of Fathom Holdings Inc.FTHM Fathom Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 37267 Millions
Recent Price: 1.59    
Smart Investing & Trading Score: 59
Day Percent Change: -3.05%    
Day Change: -0.05
Week Change: 3.92%    
Year-to-date Change: -54.7%
FTHM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTHM to Watchlist:       View:      Get Complete FTHM Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 38.50    
Smart Investing & Trading Score: 59
Day Percent Change: -1.26%    
Day Change: -0.49
Week Change: 0.57%    
Year-to-date Change: -20.9%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of BCB Bancorp, Inc.BCBP BCB Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 196.799 Millions
Recent Price: 9.69    
Smart Investing & Trading Score: 59
Day Percent Change: -0.41%    
Day Change: -0.04
Week Change: 2.43%    
Year-to-date Change: -24.6%
BCBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCBP to Watchlist:       View:      Get Complete BCBP Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.31    
Smart Investing & Trading Score: 59
Day Percent Change: 0.59%    
Day Change: 0.06
Week Change: -0.19%    
Year-to-date Change: 2.2%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Aflac IncorporatedAFL Aflac Incorporated
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 22706 Millions
Recent Price: 84.04    
Smart Investing & Trading Score: 59
Day Percent Change: -0.63%    
Day Change: -0.53
Week Change: 0.51%    
Year-to-date Change: 1.9%
AFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFL to Watchlist:       View:      Get Complete AFL Trend Analysis ➞

Stock Chart of Cipher Mining Inc.CIFR Cipher Mining Inc.
Sector: Financials
SubSector: Capital Markets
MarketCap: 712 Millions
Recent Price: 3.96    
Smart Investing & Trading Score: 58
Day Percent Change: 7.74%    
Day Change: 0.28
Week Change: -11.69%    
Year-to-date Change: -3.5%
CIFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIFR to Watchlist:       View:      Get Complete CIFR Trend Analysis ➞

Stock Chart of Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 22.79    
Smart Investing & Trading Score: 58
Day Percent Change: 2.79%    
Day Change: 0.62
Week Change: 1.46%    
Year-to-date Change: 0.4%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.91    
Smart Investing & Trading Score: 58
Day Percent Change: 1.56%    
Day Change: 0.06
Week Change: 1.56%    
Year-to-date Change: 13.7%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of Tortoise Energy Infrastructure CorporationTYG Tortoise Energy Infrastructure Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.547 Millions
Recent Price: 31.14    
Smart Investing & Trading Score: 58
Day Percent Change: 1.10%    
Day Change: 0.34
Week Change: -1.67%    
Year-to-date Change: 8.2%
TYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TYG to Watchlist:       View:      Get Complete TYG Trend Analysis ➞

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