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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 4, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (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: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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 %YTD Change%
PEOAdams Natural Closed-End Fund - Equity23.0761-0.04%11.83%
PHYSSprott Physical Exchange Traded Fund17.8054-0.17%11.74%
RJFRaymond James Brokerage124.42830.36%11.59%
FHNFirst Horizon Regional Banks15.801000.83%11.58%
CTRECareTrust REIT REIT24.9783-1.34%11.57%
PAXSPIMCO Access Closed-End Fund - Debt16.081001.36%11.46%
RNRRenaissanceRe  Insurance218.3223-0.11%11.39%
MKLMarkel  Insurance1581.061000.29%11.35%
DFSDiscover  Credit Services125.04530.43%11.25%
VIRTVirtu  Brokerage22.541002.13%11.25%
OXSQOxford Square Asset Mgmt3.1843-0.93%11.19%
WRBW. R. Insurance78.5625-0.57%11.09%
JEFJefferies  Brokerage44.861002.16%11.01%
BRK.ABERKSHIRE HTH-A Insurance603000.00250.13%10.98%
EVREvercore  Asset Mgmt189.83661.77%10.98%
ARESAres Management Asset Mgmt131.9128-2.03%10.92%
PSLVSprott Physical Exchange Traded Fund8.9554-0.44%10.77%
TRMKTrustmark  Regional Banks30.86950.92%10.69%
CEFSprott Physical Asset Mgmt21.1954-0.42%10.65%
BACBank of America Banks37.25761.00%10.63%
IIFMorgan Stanley Closed-End Fund - Foreign23.7495-0.04%10.57%
SCHWCharles Schwab Brokerage76.041000.94%10.52%
NTBBank of N.T. Butterfield & Son Foreign Banks35.37950.71%10.50%
AIRCApartment ome REIT38.56750.08%10.46%
FENFirst Trust Asset Mgmt15.9968-0.25%10.43%
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 7.85% and is currently outperforming the overall market by 0.97% 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: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.07    
Smart Investing & Trading Score: 61
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -1.49%    
Year-to-date Change: 11.8%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

Stock Chart of Sprott Physical Gold TrustPHYS Sprott Physical Gold Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 2365.21 Millions
Recent Price: 17.80    
Smart Investing & Trading Score: 54
Day Percent Change: -0.17%    
Day Change: -0.03
Week Change: -1.87%    
Year-to-date Change: 11.7%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of Raymond James Financial, Inc.RJF Raymond James Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 9490.65 Millions
Recent Price: 124.42    
Smart Investing & Trading Score: 83
Day Percent Change: 0.36%    
Day Change: 0.45
Week Change: 2.1%    
Year-to-date Change: 11.6%
RJF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RJF to Watchlist:       View:      Get Complete RJF Trend Analysis ➞

Stock Chart of First Horizon National CorporationFHN First Horizon National Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2661.05 Millions
Recent Price: 15.80    
Smart Investing & Trading Score: 100
Day Percent Change: 0.83%    
Day Change: 0.13
Week Change: 6.68%    
Year-to-date Change: 11.6%
FHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHN to Watchlist:       View:      Get Complete FHN Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 24.97    
Smart Investing & Trading Score: 83
Day Percent Change: -1.34%    
Day Change: -0.34
Week Change: 2.71%    
Year-to-date Change: 11.6%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE Trend Analysis ➞

Stock Chart of PIMCO Access Income FundPAXS PIMCO Access Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 649 Millions
Recent Price: 16.08    
Smart Investing & Trading Score: 100
Day Percent Change: 1.36%    
Day Change: 0.22
Week Change: 4.91%    
Year-to-date Change: 11.5%
PAXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAXS to Watchlist:       View:      Get Complete PAXS 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: 23
Day Percent Change: -0.11%    
Day Change: -0.24
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 Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1581.06    
Smart Investing & Trading Score: 100
Day Percent Change: 0.29%    
Day Change: 4.51
Week Change: 10.06%    
Year-to-date Change: 11.4%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of Discover Financial ServicesDFS Discover Financial Services
Sector: Financials
SubSector: Credit Services
MarketCap: 9228.88 Millions
Recent Price: 125.04    
Smart Investing & Trading Score: 53
Day Percent Change: 0.43%    
Day Change: 0.53
Week Change: -2.08%    
Year-to-date Change: 11.3%
DFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFS to Watchlist:       View:      Get Complete DFS Trend Analysis ➞

Stock Chart of Virtu Financial, Inc.VIRT Virtu Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4305.15 Millions
Recent Price: 22.54    
Smart Investing & Trading Score: 100
Day Percent Change: 2.13%    
Day Change: 0.47
Week Change: 2.36%    
Year-to-date Change: 11.3%
VIRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRT to Watchlist:       View:      Get Complete VIRT Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.18    
Smart Investing & Trading Score: 43
Day Percent Change: -0.93%    
Day Change: -0.03
Week Change: -0.63%    
Year-to-date Change: 11.2%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of W. R. Berkley CorporationWRB W. R. Berkley Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 9863.82 Millions
Recent Price: 78.56    
Smart Investing & Trading Score: 25
Day Percent Change: -0.57%    
Day Change: -0.45
Week Change: 2.49%    
Year-to-date Change: 11.1%
WRB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRB to Watchlist:       View:      Get Complete WRB 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: 44.86    
Smart Investing & Trading Score: 100
Day Percent Change: 2.16%    
Day Change: 0.95
Week Change: 2.98%    
Year-to-date Change: 11.0%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 603000.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.13%    
Day Change: 778.00
Week Change: -0.65%    
Year-to-date Change: 11.0%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 189.83    
Smart Investing & Trading Score: 66
Day Percent Change: 1.77%    
Day Change: 3.30
Week Change: 3.01%    
Year-to-date Change: 11.0%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 131.91    
Smart Investing & Trading Score: 28
Day Percent Change: -2.03%    
Day Change: -2.73
Week Change: -1.28%    
Year-to-date Change: 10.9%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES 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: 8.95    
Smart Investing & Trading Score: 54
Day Percent Change: -0.44%    
Day Change: -0.04
Week Change: -3.14%    
Year-to-date Change: 10.8%
PSLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSLV to Watchlist:       View:      Get Complete PSLV Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 30.86    
Smart Investing & Trading Score: 95
Day Percent Change: 0.92%    
Day Change: 0.28
Week Change: 2.7%    
Year-to-date Change: 10.7%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of Sprott Physical Gold and Silver TrustCEF Sprott Physical Gold and Silver Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 2485.33 Millions
Recent Price: 21.19    
Smart Investing & Trading Score: 54
Day Percent Change: -0.42%    
Day Change: -0.09
Week Change: -2.08%    
Year-to-date Change: 10.7%
CEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEF to Watchlist:       View:      Get Complete CEF Trend Analysis ➞

Stock Chart of Bank of America CorporationBAC Bank of America Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189690 Millions
Recent Price: 37.25    
Smart Investing & Trading Score: 76
Day Percent Change: 1.00%    
Day Change: 0.37
Week Change: -1.53%    
Year-to-date Change: 10.6%
BAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAC to Watchlist:       View:      Get Complete BAC Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund, Inc.IIF Morgan Stanley India Investment Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.247 Millions
Recent Price: 23.74    
Smart Investing & Trading Score: 95
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: 1.37%    
Year-to-date Change: 10.6%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 76.04    
Smart Investing & Trading Score: 100
Day Percent Change: 0.94%    
Day Change: 0.71
Week Change: 1.4%    
Year-to-date Change: 10.5%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 35.37    
Smart Investing & Trading Score: 95
Day Percent Change: 0.71%    
Day Change: 0.25
Week Change: 3.85%    
Year-to-date Change: 10.5%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of Apartment Income REIT Corp.AIRC Apartment Income REIT Corp.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 5280 Millions
Recent Price: 38.56    
Smart Investing & Trading Score: 75
Day Percent Change: 0.08%    
Day Change: 0.03
Week Change: 0.38%    
Year-to-date Change: 10.5%
AIRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIRC to Watchlist:       View:      Get Complete AIRC Trend Analysis ➞

Stock Chart of First Trust Energy Income and Growth FundFEN First Trust Energy Income and Growth Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 178.703 Millions
Recent Price: 15.99    
Smart Investing & Trading Score: 68
Day Percent Change: -0.25%    
Day Change: -0.04
Week Change: 0.31%    
Year-to-date Change: 10.4%
FEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEN to Watchlist:       View:      Get Complete FEN Trend Analysis ➞

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