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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
April 24, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 75 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and an improvement of trend continues.

 Year To Date Performance: 8.95 %
 Weekly Performance: 1.45 %
 Daily Performance: -0.40 %
12Stocks.com
Financial Sector Trend
75 / 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
PFSIPennyMac  Mortgage91.39100-1.50%3.90%
ORCOrchid Island Mortgage8.5880-0.46%3.87%
IIPRInnovative Industrial REIT - Industrial97.8868-0.76%3.87%
TRTXTPG RE Mortgage7.8088-0.51%3.86%
EMFTempleton Emerging Closed-End Fund - Foreign11.63460.69%3.84%
XHRXenia Hotels REIT14.5468-0.03%3.82%
DFSDiscover  Credit Services130.11950.67%3.80%
BBVABanco Bilbao Foreign Banks11.2063-1.75%3.80%
MCMoelis &  Asset Mgmt53.6149-1.81%3.79%
GRBKGreen Brick Real Estatet54.3258-0.60%3.78%
STCStewart Information Insurance62.8093-1.26%3.77%
SHGShinhan  Foreign Banks31.6458-2.44%3.77%
EDOCGlobal X Exchange Traded Fund8.81420.00%3.77%
KRGKite Realty REIT - Retail21.68100-0.07%3.76%
AJXGreat Ajax Mortgage3.6052-1.64%3.75%
TRUPTrupanion  Insurance23.29422.37%3.74%
BXBlackstone  Asset Mgmt122.8155-1.21%3.72%
JOESt. Joe Real Estatet56.9176-0.20%3.71%
PFBCPreferred Bank Regional Banks77.061000.16%3.71%
OZKAPBank OZK Banks - Regional16.7952-0.30%3.71%
RFRegions  Regional Banks19.60681.29%3.70%
MTALMetals Acquisition SPAC13.32681.25%3.70%
TRINTrinity Capital Asset Mgmt14.89900.27%3.69%
FINVFinVolution  Credit Services4.92381.76%3.69%
COFCapital One Credit Services148.15930.17%3.67%
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 8.95% and is currently outperforming the overall market by 3.61% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 75
YTD Performance: 8.95%
**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 [463%] Hippo [132%] Gladstone Capital[98%]
Banco Macro[79%] Grupo Financiero[73%] Heritage Insurance[62%]
Yiren Digital[62%] Fidelis Insurance[55%] EverQuote [52%]
First [52%] Mercury General[51%] Vista Oil[50%]
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
Oportun [42.7%] B. Riley[39.5%] Cipher Mining[22.1%]
Root [14%] TOP [11.9%] Uniti [10.3%]
Heritage Insurance[10%] Coinbase Global[9.7%] Sierra Bancorp[9.6%]
Lemonade [9.2%] Trustmark [8.9%] Peakstone Realty[8.7%]
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[-70%] Texas Pacific[-63%] Douglas Elliman[-58%]
Fathom [-57%] Hywin [-53%] FRP [-52%]
eHealth [-49%] Fanhua [-47%] RE/MAX [-47%]
C&F [-46%] AlTi Global[-45%] Orion Office[-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
Trustmark [100] Synchrony [100] East West[100]
Uniti [100] Equity Residential[100] BOK [100]
Jackson [100] Cullen/Frost Bankers[100] Banco Santander[100]
RLI [100] Stellus Capital[100] Central Pacific[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  40.9775-0.401.458.95%
IAIBroker-Dealers & Secs 112.6675-0.391.473.81%
IYFFinancials  92.8868-0.291.738.75%
KRERegional Banking  48.7074-0.052.93-7.1%
VFHFinancials  99.7675-0.062.068.13%
KBEBank  45.5593-0.212.56-1.03%
FASFinancial Bull 3X 102.3175-1.214.4723.79%
FAZFinancial Bear 3X 10.71251.18-4.42-21.69%
UYGFinancials  64.1875-0.862.7916.27%
KIEInsurance  49.5958-0.331.039.65%
EUFNEurope Financials  22.3681-1.391.856.66%
 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 PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 91.39    
Smart Investing & Trading Score: 100
Day Percent Change: -1.50%    
Day Change: -1.39
Week Change: 3.9%    
Year-to-date Change: 3.4%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 8.58    
Smart Investing & Trading Score: 80
Day Percent Change: -0.46%    
Day Change: -0.04
Week Change: 3.87%    
Year-to-date Change: 1.8%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of Innovative Industrial Properties, Inc.IIPR Innovative Industrial Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1193.29 Millions
Recent Price: 97.88    
Smart Investing & Trading Score: 68
Day Percent Change: -0.76%    
Day Change: -0.75
Week Change: 3.87%    
Year-to-date Change: -2.9%
IIPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIPR to Watchlist:       View:      Get Complete IIPR Trend Analysis ➞

Stock Chart of TPG RE Finance Trust, Inc.TRTX TPG RE Finance Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 607.739 Millions
Recent Price: 7.80    
Smart Investing & Trading Score: 88
Day Percent Change: -0.51%    
Day Change: -0.04
Week Change: 3.86%    
Year-to-date Change: 20.0%
TRTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRTX to Watchlist:       View:      Get Complete TRTX Trend Analysis ➞

Stock Chart of Templeton Emerging Markets FundEMF Templeton Emerging Markets Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 171.047 Millions
Recent Price: 11.63    
Smart Investing & Trading Score: 46
Day Percent Change: 0.69%    
Day Change: 0.08
Week Change: 3.84%    
Year-to-date Change: -0.4%
EMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMF to Watchlist:       View:      Get Complete EMF Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 14.54    
Smart Investing & Trading Score: 68
Day Percent Change: -0.03%    
Day Change: 0.00
Week Change: 3.82%    
Year-to-date Change: 6.7%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Discover Financial ServicesDFS Discover Financial Services
Sector: Financials
SubSector: Credit Services
MarketCap: 9228.88 Millions
Recent Price: 130.11    
Smart Investing & Trading Score: 95
Day Percent Change: 0.67%    
Day Change: 0.87
Week Change: 3.8%    
Year-to-date Change: 15.8%
DFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFS to Watchlist:       View:      Get Complete DFS Trend Analysis ➞

Stock Chart of Banco Bilbao Vizcaya Argentaria, S.A.BBVA Banco Bilbao Vizcaya Argentaria, S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 23679.6 Millions
Recent Price: 11.20    
Smart Investing & Trading Score: 63
Day Percent Change: -1.75%    
Day Change: -0.20
Week Change: 3.8%    
Year-to-date Change: 22.9%
BBVA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBVA to Watchlist:       View:      Get Complete BBVA Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 53.61    
Smart Investing & Trading Score: 49
Day Percent Change: -1.81%    
Day Change: -0.99
Week Change: 3.79%    
Year-to-date Change: -4.5%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC Trend Analysis ➞

Stock Chart of Green Brick Partners, Inc.GRBK Green Brick Partners, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 341.819 Millions
Recent Price: 54.32    
Smart Investing & Trading Score: 58
Day Percent Change: -0.60%    
Day Change: -0.33
Week Change: 3.78%    
Year-to-date Change: 4.6%
GRBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRBK to Watchlist:       View:      Get Complete GRBK Trend Analysis ➞

Stock Chart of Stewart Information Services CorporationSTC Stewart Information Services Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 629.912 Millions
Recent Price: 62.80    
Smart Investing & Trading Score: 93
Day Percent Change: -1.26%    
Day Change: -0.80
Week Change: 3.77%    
Year-to-date Change: 6.9%
STC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STC to Watchlist:       View:      Get Complete STC Trend Analysis ➞

Stock Chart of Shinhan Financial Group Co., Ltd.SHG Shinhan Financial Group Co., Ltd.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 9959.09 Millions
Recent Price: 31.64    
Smart Investing & Trading Score: 58
Day Percent Change: -2.44%    
Day Change: -0.79
Week Change: 3.77%    
Year-to-date Change: 2.8%
SHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHG to Watchlist:       View:      Get Complete SHG Trend Analysis ➞

Stock Chart of Global X Telemedicine & Digital Health ETFEDOC Global X Telemedicine & Digital Health ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 8.81    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 3.77%    
Year-to-date Change: -13.3%
EDOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDOC to Watchlist:       View:      Get Complete EDOC Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.68    
Smart Investing & Trading Score: 100
Day Percent Change: -0.07%    
Day Change: -0.02
Week Change: 3.76%    
Year-to-date Change: -5.2%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of Great Ajax Corp.AJX Great Ajax Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 154.539 Millions
Recent Price: 3.60    
Smart Investing & Trading Score: 52
Day Percent Change: -1.64%    
Day Change: -0.06
Week Change: 3.75%    
Year-to-date Change: -32.1%
AJX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJX to Watchlist:       View:      Get Complete AJX Trend Analysis ➞

Stock Chart of Trupanion, Inc.TRUP Trupanion, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 852.06 Millions
Recent Price: 23.29    
Smart Investing & Trading Score: 42
Day Percent Change: 2.37%    
Day Change: 0.54
Week Change: 3.74%    
Year-to-date Change: -23.7%
TRUP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRUP to Watchlist:       View:      Get Complete TRUP Trend Analysis ➞

Stock Chart of The Blackstone Group Inc.BX The Blackstone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 50957.7 Millions
Recent Price: 122.81    
Smart Investing & Trading Score: 55
Day Percent Change: -1.21%    
Day Change: -1.50
Week Change: 3.72%    
Year-to-date Change: -6.2%
BX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BX to Watchlist:       View:      Get Complete BX Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 56.91    
Smart Investing & Trading Score: 76
Day Percent Change: -0.20%    
Day Change: -0.12
Week Change: 3.71%    
Year-to-date Change: -5.4%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 77.06    
Smart Investing & Trading Score: 100
Day Percent Change: 0.16%    
Day Change: 0.12
Week Change: 3.71%    
Year-to-date Change: 5.5%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of Bank OZKOZKAP Bank OZK
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5170 Millions
Recent Price: 16.79    
Smart Investing & Trading Score: 52
Day Percent Change: -0.30%    
Day Change: -0.05
Week Change: 3.71%    
Year-to-date Change: 0.0%
OZKAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZKAP to Watchlist:       View:      Get Complete OZKAP Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.60    
Smart Investing & Trading Score: 68
Day Percent Change: 1.29%    
Day Change: 0.25
Week Change: 3.7%    
Year-to-date Change: 1.1%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 13.32    
Smart Investing & Trading Score: 68
Day Percent Change: 1.25%    
Day Change: 0.16
Week Change: 3.7%    
Year-to-date Change: 20.6%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 14.89    
Smart Investing & Trading Score: 90
Day Percent Change: 0.27%    
Day Change: 0.04
Week Change: 3.69%    
Year-to-date Change: 2.7%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 4.92    
Smart Investing & Trading Score: 38
Day Percent Change: 1.76%    
Day Change: 0.08
Week Change: 3.69%    
Year-to-date Change: 0.3%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 148.15    
Smart Investing & Trading Score: 93
Day Percent Change: 0.17%    
Day Change: 0.25
Week Change: 3.67%    
Year-to-date Change: 13.0%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

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