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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 1, 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
ATLOAmes National Regional Banks19.60461.82%-0.71%
TYTri-Continental  Closed-End Fund - Equity29.5218-0.24%-0.71%
RAFEPIMCO RAFI Exchange Traded Fund33.360-0.12%-0.71%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity11.0635-0.18%-0.72%
ESNTEssent  Mortgage53.59321.17%-0.72%
WPCW. P. REIT - 54.6335-0.38%-0.73%
CBUCommunity Bank Regional Banks44.31602.52%-0.74%
SFBSServisFirst Bancshares Foreign Banks60.30502.27%-0.74%
UNTYUnity Bancorp Banks27.41683.20%-0.76%
FCTFirst Trust Closed-End Fund - Debt10.2526-0.77%-0.77%
JEFJefferies  Brokerage43.22270.37%-0.78%
PFLTPennantPark Floating Asset Mgmt11.40810.26%-0.78%
DCOMDime Community S&L18.93654.01%-0.79%
RYRoyal Bank Banks97.38540.57%-0.79%
FISI Institutions Regional Banks17.46571.39%-0.80%
HAFCHanmi  Regional Banks15.69852.55%-0.82%
FEIFirst Trust Closed-End Fund - Equity9.71580.41%-0.82%
UBFOUnited Security Regional Banks7.230-0.55%-0.82%
CETCentral Securities Asset Mgmt40.79630.10%-0.83%
JPMJPMorgan Chase Banks191.86660.06%-0.84%
BXMTBlackstone Mortgage Mortgage17.76250.68%-0.84%
BSIGBrightSphere  Asset Mgmt22.42560.81%-0.84%
QQQXNuveen Nasdaq Closed-End Fund - Equity22.8117-0.24%-0.85%
EFCEllington  Mortgage11.61751.49%-0.85%
TECBiShares U.S. Exchange Traded Fund45.46101.07%-0.85%
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[104%]
Banco Macro[90%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [67%] Yiren Digital[67%] Grupo Supervielle[58%]
Heritage Insurance[58%] LendingTree [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 [26.1%] Heartland [17.9%] New York[14.5%]
Douglas Elliman[13.5%] Industrial Logistics[12.1%] LendingClub [11.1%]
TPG RE[9.8%] AdvisorShares Pure[9%] USCB [9%]
AltC Acquisition[8.8%] Root [8.7%] Territorial Bancorp[8.3%]
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 112.37780.90-0.573.54%
IYFFinancials  91.70530.61-0.57.37%
IYGFinancial Services  63.57280.13-1.616.42%
KRERegional Banking  48.27732.660.17-7.93%
IXGGlobal Financials  84.30230.590.137.28%
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  41.57711.66-0.36-0.65%
KIEInsurance  49.15671.171.288.69%
PSCFSmallCap Financials  46.80272.210.95-4.84%
EUFNEurope Financials  22.2541-0.02-0.966.13%
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 Ames National CorporationATLO Ames National Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 195.999 Millions
Recent Price: 19.60    
Smart Investing & Trading Score: 46
Day Percent Change: 1.82%    
Day Change: 0.35
Week Change: -0.71%    
Year-to-date Change: -8.2%
ATLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLO to Watchlist:       View:      Get Complete ATLO Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 29.52    
Smart Investing & Trading Score: 18
Day Percent Change: -0.24%    
Day Change: -0.07
Week Change: -0.71%    
Year-to-date Change: 2.4%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.36    
Smart Investing & Trading Score: 0
Day Percent Change: -0.12%    
Day Change: -0.04
Week Change: -0.71%    
Year-to-date Change: 2.7%
RAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RAFE to Watchlist:       View:      Get Complete RAFE Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund, Inc.RFI Cohen & Steers Total Return Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 221.147 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 35
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: -0.72%    
Year-to-date Change: -5.9%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 53.59    
Smart Investing & Trading Score: 32
Day Percent Change: 1.17%    
Day Change: 0.62
Week Change: -0.72%    
Year-to-date Change: 1.6%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT 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: 54.63    
Smart Investing & Trading Score: 35
Day Percent Change: -0.38%    
Day Change: -0.21
Week Change: -0.73%    
Year-to-date Change: -15.7%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of Community Bank System, Inc.CBU Community Bank System, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 2787.8 Millions
Recent Price: 44.31    
Smart Investing & Trading Score: 60
Day Percent Change: 2.52%    
Day Change: 1.09
Week Change: -0.74%    
Year-to-date Change: -15.0%
CBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBU to Watchlist:       View:      Get Complete CBU Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 60.30    
Smart Investing & Trading Score: 50
Day Percent Change: 2.27%    
Day Change: 1.34
Week Change: -0.74%    
Year-to-date Change: -9.5%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 27.41    
Smart Investing & Trading Score: 68
Day Percent Change: 3.20%    
Day Change: 0.85
Week Change: -0.76%    
Year-to-date Change: -7.4%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY 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: 10.25    
Smart Investing & Trading Score: 26
Day Percent Change: -0.77%    
Day Change: -0.08
Week Change: -0.77%    
Year-to-date Change: 1.6%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Jefferies Financial Group Inc.JEF Jefferies Financial Group Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 3987.15 Millions
Recent Price: 43.22    
Smart Investing & Trading Score: 27
Day Percent Change: 0.37%    
Day Change: 0.16
Week Change: -0.78%    
Year-to-date Change: 7.0%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital Ltd.PFLT PennantPark Floating Rate Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.903 Millions
Recent Price: 11.40    
Smart Investing & Trading Score: 81
Day Percent Change: 0.26%    
Day Change: 0.03
Week Change: -0.78%    
Year-to-date Change: -5.8%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 18.93    
Smart Investing & Trading Score: 65
Day Percent Change: 4.01%    
Day Change: 0.73
Week Change: -0.79%    
Year-to-date Change: -29.7%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 97.38    
Smart Investing & Trading Score: 54
Day Percent Change: 0.57%    
Day Change: 0.55
Week Change: -0.79%    
Year-to-date Change: -3.7%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

Stock Chart of Financial Institutions, Inc.FISI Financial Institutions, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 253.459 Millions
Recent Price: 17.46    
Smart Investing & Trading Score: 57
Day Percent Change: 1.39%    
Day Change: 0.24
Week Change: -0.8%    
Year-to-date Change: -18.0%
FISI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FISI to Watchlist:       View:      Get Complete FISI Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 15.69    
Smart Investing & Trading Score: 85
Day Percent Change: 2.55%    
Day Change: 0.39
Week Change: -0.82%    
Year-to-date Change: -19.1%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.71    
Smart Investing & Trading Score: 58
Day Percent Change: 0.41%    
Day Change: 0.04
Week Change: -0.82%    
Year-to-date Change: 13.3%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.23    
Smart Investing & Trading Score: 0
Day Percent Change: -0.55%    
Day Change: -0.04
Week Change: -0.82%    
Year-to-date Change: -14.0%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 40.79    
Smart Investing & Trading Score: 63
Day Percent Change: 0.10%    
Day Change: 0.04
Week Change: -0.83%    
Year-to-date Change: 8.0%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 191.86    
Smart Investing & Trading Score: 66
Day Percent Change: 0.06%    
Day Change: 0.12
Week Change: -0.84%    
Year-to-date Change: 12.8%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of Blackstone Mortgage Trust, Inc.BXMT Blackstone Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2820.69 Millions
Recent Price: 17.76    
Smart Investing & Trading Score: 25
Day Percent Change: 0.68%    
Day Change: 0.12
Week Change: -0.84%    
Year-to-date Change: -16.5%
BXMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMT to Watchlist:       View:      Get Complete BXMT 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: 22.42    
Smart Investing & Trading Score: 56
Day Percent Change: 0.81%    
Day Change: 0.18
Week Change: -0.84%    
Year-to-date Change: 17.0%
BSIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSIG to Watchlist:       View:      Get Complete BSIG Trend Analysis ➞

Stock Chart of Nuveen Nasdaq 100 Dynamic Overwrite FundQQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 643.347 Millions
Recent Price: 22.81    
Smart Investing & Trading Score: 17
Day Percent Change: -0.24%    
Day Change: -0.05
Week Change: -0.85%    
Year-to-date Change: -1.5%
QQQX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQX to Watchlist:       View:      Get Complete QQQX Trend Analysis ➞

Stock Chart of Ellington Financial Inc.EFC Ellington Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 380.239 Millions
Recent Price: 11.61    
Smart Investing & Trading Score: 75
Day Percent Change: 1.49%    
Day Change: 0.17
Week Change: -0.85%    
Year-to-date Change: -8.7%
EFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFC to Watchlist:       View:      Get Complete EFC Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.46    
Smart Investing & Trading Score: 10
Day Percent Change: 1.07%    
Day Change: 0.48
Week Change: -0.85%    
Year-to-date Change: 5.8%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

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