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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 19, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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%
OZBelpointe PREP Financials - Development61.00600.08%1.67%
LYGLloyds Banking Foreign Banks2.51680.80%1.62%
ACGLArch Capital Insurance91.39630.84%1.57%
BSIGBrightSphere  Asset Mgmt22.70611.29%1.57%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity9.09681.79%1.56%
SSBKSouthern States Banks - Regional23.75421.43%1.54%
ACPAberdeen ome Closed-End Fund - Debt6.72420.75%1.51%
CHNChina Fund Closed-End Fund - Foreign9.82681.18%1.50%
CTBICommunity Trust Regional Banks40.65522.65%1.47%
CZNCCitizens & Northern Regional Banks17.29421.47%1.47%
FSCOFS Credit Closed-End Fund - Debt5.92760.60%1.46%
INGING Groep Life Insurance16.04681.13%1.45%
COFCapital One Credit Services141.63683.55%1.44%
PAIWestern Asset Closed-End Fund - Debt12.03590.75%1.43%
HRZNHorizon Technology Asset Mgmt11.37491.52%1.43%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.29830.42%1.42%
HFWAHeritage  Regional Banks17.55421.21%1.39%
JHSJohn Hancock Closed-End Fund - Debt10.91350.93%1.39%
ALLAllstate  Insurance169.11683.80%1.38%
PSLVSprott Physical Exchange Traded Fund9.5475-0.21%1.38%
ASAASA Gold Asset Mgmt17.20901.24%1.36%
CNOBConnectOne Bancorp Regional Banks18.10350.56%1.34%
THCPThunder Bridge SPAC10.55880.19%1.34%
PNNTPennantPark  Asset Mgmt6.90420.44%1.32%
DMOWestern Asset Asset Mgmt11.5163-0.09%1.32%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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
Office Properties[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 61.00    
Smart Investing & Trading Score: 60
Day Percent Change: 0.08%    
Day Change: 0.05
Week Change: 1.67%    
Year-to-date Change: -20.9%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Lloyds Banking Group plcLYG Lloyds Banking Group plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 28885.4 Millions
Recent Price: 2.51    
Smart Investing & Trading Score: 68
Day Percent Change: 0.80%    
Day Change: 0.02
Week Change: 1.62%    
Year-to-date Change: 5.0%
LYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LYG to Watchlist:       View:      Get Complete LYG Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 91.39    
Smart Investing & Trading Score: 63
Day Percent Change: 0.84%    
Day Change: 0.76
Week Change: 1.57%    
Year-to-date Change: 23.1%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of BrightSphere Investment Group Inc.BSIG BrightSphere Investment Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 430.103 Millions
Recent Price: 22.70    
Smart Investing & Trading Score: 61
Day Percent Change: 1.29%    
Day Change: 0.29
Week Change: 1.57%    
Year-to-date Change: 18.5%
BSIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSIG to Watchlist:       View:      Get Complete BSIG Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.DPG Duff & Phelps Utility and Infrastructure Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 301.147 Millions
Recent Price: 9.09    
Smart Investing & Trading Score: 68
Day Percent Change: 1.79%    
Day Change: 0.16
Week Change: 1.56%    
Year-to-date Change: -0.9%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG Trend Analysis ➞

Stock Chart of Southern States Bancshares, Inc.SSBK Southern States Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 187 Millions
Recent Price: 23.75    
Smart Investing & Trading Score: 42
Day Percent Change: 1.43%    
Day Change: 0.34
Week Change: 1.54%    
Year-to-date Change: -19.3%
SSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSBK to Watchlist:       View:      Get Complete SSBK 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: 6.72    
Smart Investing & Trading Score: 42
Day Percent Change: 0.75%    
Day Change: 0.05
Week Change: 1.51%    
Year-to-date Change: -1.2%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of The China Fund, Inc.CHN The China Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 176.047 Millions
Recent Price: 9.82    
Smart Investing & Trading Score: 68
Day Percent Change: 1.18%    
Day Change: 0.11
Week Change: 1.5%    
Year-to-date Change: -3.3%
CHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHN to Watchlist:       View:      Get Complete CHN Trend Analysis ➞

Stock Chart of Community Trust Bancorp, Inc.CTBI Community Trust Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 608.435 Millions
Recent Price: 40.65    
Smart Investing & Trading Score: 52
Day Percent Change: 2.65%    
Day Change: 1.05
Week Change: 1.47%    
Year-to-date Change: -7.3%
CTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTBI to Watchlist:       View:      Get Complete CTBI Trend Analysis ➞

Stock Chart of Citizens & Northern CorporationCZNC Citizens & Northern Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 274.459 Millions
Recent Price: 17.29    
Smart Investing & Trading Score: 42
Day Percent Change: 1.47%    
Day Change: 0.25
Week Change: 1.47%    
Year-to-date Change: -22.9%
CZNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CZNC to Watchlist:       View:      Get Complete CZNC Trend Analysis ➞

Stock Chart of FS Credit Opportunities Corp.FSCO FS Credit Opportunities Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 942 Millions
Recent Price: 5.92    
Smart Investing & Trading Score: 76
Day Percent Change: 0.60%    
Day Change: 0.04
Week Change: 1.46%    
Year-to-date Change: 4.4%
FSCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSCO to Watchlist:       View:      Get Complete FSCO Trend Analysis ➞

Stock Chart of ING Groep N.V.ING ING Groep N.V.
Sector: Financials
SubSector: Life Insurance
MarketCap: 24280.9 Millions
Recent Price: 16.04    
Smart Investing & Trading Score: 68
Day Percent Change: 1.13%    
Day Change: 0.18
Week Change: 1.45%    
Year-to-date Change: 6.8%
ING Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ING to Watchlist:       View:      Get Complete ING Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 141.63    
Smart Investing & Trading Score: 68
Day Percent Change: 3.55%    
Day Change: 4.86
Week Change: 1.44%    
Year-to-date Change: 8.0%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF 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: 12.03    
Smart Investing & Trading Score: 59
Day Percent Change: 0.75%    
Day Change: 0.09
Week Change: 1.43%    
Year-to-date Change: -0.1%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Horizon Technology Finance CorporationHRZN Horizon Technology Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 109.203 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 49
Day Percent Change: 1.52%    
Day Change: 0.17
Week Change: 1.43%    
Year-to-date Change: -13.7%
HRZN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRZN to Watchlist:       View:      Get Complete HRZN Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.29    
Smart Investing & Trading Score: 83
Day Percent Change: 0.42%    
Day Change: 0.06
Week Change: 1.42%    
Year-to-date Change: 7.0%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Heritage Financial CorporationHFWA Heritage Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 752.829 Millions
Recent Price: 17.55    
Smart Investing & Trading Score: 42
Day Percent Change: 1.21%    
Day Change: 0.21
Week Change: 1.39%    
Year-to-date Change: -18.0%
HFWA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HFWA to Watchlist:       View:      Get Complete HFWA Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 35
Day Percent Change: 0.93%    
Day Change: 0.10
Week Change: 1.39%    
Year-to-date Change: 0.3%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of The Allstate CorporationALL The Allstate Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25916.6 Millions
Recent Price: 169.11    
Smart Investing & Trading Score: 68
Day Percent Change: 3.80%    
Day Change: 6.19
Week Change: 1.38%    
Year-to-date Change: 20.8%
ALL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALL to Watchlist:       View:      Get Complete ALL Trend Analysis ➞

Stock Chart of Sprott Physical Silver TrustPSLV Sprott Physical Silver Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 765.851 Millions
Recent Price: 9.54    
Smart Investing & Trading Score: 75
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: 1.38%    
Year-to-date Change: 18.1%
PSLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSLV to Watchlist:       View:      Get Complete PSLV 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: 17.20    
Smart Investing & Trading Score: 90
Day Percent Change: 1.24%    
Day Change: 0.21
Week Change: 1.36%    
Year-to-date Change: 14.2%
ASA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASA to Watchlist:       View:      Get Complete ASA Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 18.10    
Smart Investing & Trading Score: 35
Day Percent Change: 0.56%    
Day Change: 0.10
Week Change: 1.34%    
Year-to-date Change: -21.0%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Thunder Bridge Capital Partners IV Inc.THCP Thunder Bridge Capital Partners IV Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 306 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 88
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 1.34%    
Year-to-date Change: 3.2%
THCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THCP to Watchlist:       View:      Get Complete THCP Trend Analysis ➞

Stock Chart of PennantPark Investment CorporationPNNT PennantPark Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 157.503 Millions
Recent Price: 6.90    
Smart Investing & Trading Score: 42
Day Percent Change: 0.44%    
Day Change: 0.03
Week Change: 1.32%    
Year-to-date Change: -0.1%
PNNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNNT to Watchlist:       View:      Get Complete PNNT Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.51    
Smart Investing & Trading Score: 63
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.32%    
Year-to-date Change: 3.0%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

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