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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 59 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 39 and hence an improvement of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
59 / 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%
AGNCNAGNC  Mortgage25.52300.04%2.78%
ACPAberdeen ome Closed-End Fund - Debt6.54300.00%-3.82%
MMIMarcus & Millichap Real Estatet31.4730-0.63%-27.95%
RNRRenaissanceRe  Insurance218.3230-0.42%11.39%
MVFBlackRock MuniVest Asset Mgmt6.8130-0.15%-4.35%
NIEAllianzGI Equity Asset Mgmt21.7230-0.09%3.87%
EIGEmployers  Insurance43.10291.20%9.39%
NVGNuveen AMT-Free Asset Mgmt11.61290.52%-1.78%
CMCanadian Imperial Banks46.88280.41%-2.62%
DFEBFT Cboe Exchange Traded Fund38.48280.06%2.62%
KIOKKR ome Closed-End Fund - Debt13.31280.00%5.89%
SGOViShares 0 Exchange Traded Fund100.3128-0.39%0.03%
IBTEiShares iBonds Exchange Traded Fund23.8628-0.33%0.02%
STWDStarwood Property Mortgage19.12280.79%-9.04%
IJANInnovator MSCI Exchange Traded Fund30.84280.39%1.31%
BGTBlackRock Floating Closed-End Fund - Debt12.83280.08%3.63%
CFFSCF Acquisition SPAC10.90280.00%0.51%
PKSTPeakstone Realty REIT - 13.8128-1.15%-32.70%
ACAssociated Capital Asset Mgmt32.2328-0.80%-9.75%
DFAIDimensional  Exchange Traded Fund29.2228-0.20%2.03%
PMARInnovator S&P Exchange Traded Fund36.1728-0.05%1.52%
FLICFirst of Long Island Regional Banks9.89274.44%-25.30%
BMRCBank of Marin Bancorp Regional Banks14.81273.13%-32.74%
KREFKKR Real Mortgage9.65272.55%-27.06%
KRNYKearny  S&L5.51272.04%-38.57%
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: Deteriorating
Overall Trend Score: 59
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 [8.7%] Territorial Bancorp[8.2%]
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 [-54%]
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] Peoples Bancorp[100]
Univest [100] USCB [100] Mercury General[100]
BankUnited [100] Voya [100] Preferred Bank[100]
Byline Bancorp[100] Bancshares[100] TriCo Bancshares[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  40.36590.00-1.137.34%
IAIBroker-Dealers & Secs 112.07780.63-0.833.26%
IYFFinancials  91.67530.57-0.547.33%
IYGFinancial Services  63.54280.08-1.666.37%
KRERegional Banking  48.23732.570.08-8.01%
IXGGlobal Financials  84.15230.41-0.057.09%
VFHFinancials  97.76280.10-1.185.96%
KBEBank  45.271002.14-0.13-1.63%
FASFinancial Bull 3X 97.3064-0.12-3.3117.73%
FAZFinancial Bear 3X 11.26390.093.68-17.63%
UYGFinancials  62.1528-0.10-2.3612.59%
IATRegional Banks  41.50711.49-0.53-0.81%
KIEInsurance  49.15671.171.288.69%
PSCFSmallCap Financials  46.94272.511.25-4.55%
EUFNEurope Financials  22.2341-0.09-1.026.06%
PGFFinancial Preferred  14.6080.760.210.14%
 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 AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.52    
Smart Investing & Trading Score: 30
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: -0.12%    
Year-to-date Change: 2.8%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.54    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.31%    
Year-to-date Change: -3.8%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 31.47    
Smart Investing & Trading Score: 30
Day Percent Change: -0.63%    
Day Change: -0.20
Week Change: -2.48%    
Year-to-date Change: -28.0%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 218.32    
Smart Investing & Trading Score: 30
Day Percent Change: -0.42%    
Day Change: -0.93
Week Change: -0.35%    
Year-to-date Change: 11.4%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.81    
Smart Investing & Trading Score: 30
Day Percent Change: -0.15%    
Day Change: -0.01
Week Change: -0.15%    
Year-to-date Change: -4.4%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.72    
Smart Investing & Trading Score: 30
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: -0.87%    
Year-to-date Change: 3.9%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 43.10    
Smart Investing & Trading Score: 29
Day Percent Change: 1.20%    
Day Change: 0.51
Week Change: -2.07%    
Year-to-date Change: 9.4%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.61    
Smart Investing & Trading Score: 29
Day Percent Change: 0.52%    
Day Change: 0.06
Week Change: 0.26%    
Year-to-date Change: -1.8%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Canadian Imperial Bank of CommerceCM Canadian Imperial Bank of Commerce
Sector: Financials
SubSector: Money Center Banks
MarketCap: 27150.5 Millions
Recent Price: 46.88    
Smart Investing & Trading Score: 28
Day Percent Change: 0.41%    
Day Change: 0.19
Week Change: -1.97%    
Year-to-date Change: -2.6%
CM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CM to Watchlist:       View:      Get Complete CM Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.48    
Smart Investing & Trading Score: 28
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: -0.2%    
Year-to-date Change: 2.6%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of KKR Income Opportunities FundKIO KKR Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 208.607 Millions
Recent Price: 13.31    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.08%    
Year-to-date Change: 5.9%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of iShares 0 3 Month Treasury Bond ETFSGOV iShares 0 3 Month Treasury Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 100.31    
Smart Investing & Trading Score: 28
Day Percent Change: -0.39%    
Day Change: -0.39
Week Change: -0.38%    
Year-to-date Change: 0.0%
SGOV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SGOV to Watchlist:       View:      Get Complete SGOV Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2024 Term Treasury ETFIBTE iShares iBonds Dec 2024 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.86    
Smart Investing & Trading Score: 28
Day Percent Change: -0.33%    
Day Change: -0.08
Week Change: -0.35%    
Year-to-date Change: 0.0%
IBTE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTE to Watchlist:       View:      Get Complete IBTE Trend Analysis ➞

Stock Chart of Starwood Property Trust, Inc.STWD Starwood Property Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 3447.09 Millions
Recent Price: 19.12    
Smart Investing & Trading Score: 28
Day Percent Change: 0.79%    
Day Change: 0.15
Week Change: -1.95%    
Year-to-date Change: -9.0%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.84    
Smart Investing & Trading Score: 28
Day Percent Change: 0.39%    
Day Change: 0.12
Week Change: -0.29%    
Year-to-date Change: 1.3%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.83    
Smart Investing & Trading Score: 28
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.54%    
Year-to-date Change: 3.6%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.5%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 13.81    
Smart Investing & Trading Score: 28
Day Percent Change: -1.15%    
Day Change: -0.16
Week Change: -0.5%    
Year-to-date Change: -32.7%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of Associated Capital Group, Inc.AC Associated Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 657.503 Millions
Recent Price: 32.23    
Smart Investing & Trading Score: 28
Day Percent Change: -0.80%    
Day Change: -0.26
Week Change: -0.37%    
Year-to-date Change: -9.8%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC 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: 29.22    
Smart Investing & Trading Score: 28
Day Percent Change: -0.20%    
Day Change: -0.06
Week Change: -1.15%    
Year-to-date Change: 2.0%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.17    
Smart Investing & Trading Score: 28
Day Percent Change: -0.05%    
Day Change: -0.02
Week Change: -0.52%    
Year-to-date Change: 1.5%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 9.89    
Smart Investing & Trading Score: 27
Day Percent Change: 4.44%    
Day Change: 0.42
Week Change: -5.81%    
Year-to-date Change: -25.3%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of Bank of Marin BancorpBMRC Bank of Marin Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 367.929 Millions
Recent Price: 14.81    
Smart Investing & Trading Score: 27
Day Percent Change: 3.13%    
Day Change: 0.45
Week Change: -4.08%    
Year-to-date Change: -32.7%
BMRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMRC to Watchlist:       View:      Get Complete BMRC 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: 9.65    
Smart Investing & Trading Score: 27
Day Percent Change: 2.55%    
Day Change: 0.24
Week Change: 0.31%    
Year-to-date Change: -27.1%
KREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KREF to Watchlist:       View:      Get Complete KREF Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.51    
Smart Investing & Trading Score: 27
Day Percent Change: 2.04%    
Day Change: 0.11
Week Change: -3.67%    
Year-to-date Change: -38.6%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

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