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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 29, 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 83 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence an improvement of trend.

 Year To Date Performance: 8.74 %
 Weekly Performance: 0.16 %
 Daily Performance: -0.06 %
12Stocks.com
Financial Sector Trend
83 / 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%
PROVProvident  S&L12.90180.00%2.30%
PAGSPagSeguro Digital Credit Services12.4964-1.50%2.25%
WFWoori  Foreign Banks31.07770.06%2.25%
XINXinyuan Real Real Estatet2.73740.37%2.21%
AVBAvalonBay Communities REIT191.50800.02%2.20%
EVMEaton Vance Asset Mgmt9.33550.21%2.19%
DMFBNY  Asset Mgmt6.64600.00%2.15%
ISRLIsrael Acquisitions SPAC10.920-0.09%2.06%
ORIOld Republic Insurance29.8053-1.11%2.06%
INVHInvitation Homes Real Estatet34.72100-0.01%2.05%
WHGWestwood  Asset Mgmt13.03311.68%1.99%
RFRegions  Regional Banks19.73830.56%1.83%
CNDAConcord Acquisition SPAC10.56640.00%1.73%
LTCLTC Properties REIT32.601000.12%1.60%
TSLXTPG Specialty Mortgage21.75950.30%1.37%
ORCOrchid Island Mortgage8.5075-2.52%1.36%
IFNIndia Fund Asset Mgmt18.39420.62%1.35%
CBOECboe Global  Investments179.99500.89%1.33%
NWLINational Western Life Insurance488.99610.14%1.24%
PNCPNC  Banks156.45780.22%1.22%
NKXNuveen California Asset Mgmt11.64460.09%1.17%
PRKPark National Regional Banks134.3168-0.01%1.12%
AELAmerican Equity Life Insurance56.47830.28%1.08%
DHYCredit Suisse Asset Mgmt2.0040-0.99%1.01%
GOODGladstone Commercial REIT - 13.33880.00%0.98%
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 8.74% and is currently outperforming the overall market by 2.24% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 83
YTD Performance: 8.74%
**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
Banco Macro[83%] B. Riley[83%] Grupo Financiero[82%]
Yiren Digital[64%] EverQuote [59%] Heritage Insurance[55%]
First [52%] Grupo Supervielle[49%] Interactive Brokers[41%]
Mercury General[41%] GEO [39%] KB [33%]
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
Heartland [19.2%] Fulton [10%] Territorial Bancorp[7.5%]
Citizens [5.8%] Hudson Pacific[4.8%] B. Riley[4.3%]
Medical Properties[4.2%] ICICI Bank[3.9%] RE/MAX [3.8%]
Globe Life[3.6%] Universal Health[3.5%] Empire State[3.4%]
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
BERKSHIRE HTH-B[-100%] BERKSHIRE HTH-A[-100%] New York[-72%]
Texas Pacific[-62%] FRP [-52%] eHealth [-49%]
Fanhua [-48%] RE/MAX [-45%] C&F [-43%]
First Foundation[-41%] Ashford Hospitality[-38%] Kearny [-38%]
.
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
Heartland [100] Fulton [100] ICICI Bank[100]
LPL [100] Stifel [100] Highwoods Properties[100]
PayPal [100] Lazard [100] Cousins Properties[100]
Mid-America Apartment[100] UMH Properties[100] Golub Capital[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  40.8083-0.060.168.74%
IAIBroker-Dealers & Secs 113.14830.110.374.51%
IYFFinancials  92.51830.370.378.31%
IYGFinancial Services  64.5783-0.06-0.068.09%
KRERegional Banking  48.25540.120.12-7.97%
IXGGlobal Financials  84.47830.330.337.5%
VFHFinancials  99.23830.310.317.56%
KBEBank  45.2680-0.150.15-1.35%
FASFinancial Bull 3X 100.3075-0.330.4522.3%
FAZFinancial Bear 3X 10.92320.55-0.51-20.96%
UYGFinancials  63.4070-0.390.5815.98%
IATRegional Banks  41.82730.240.24-0.05%
KIEInsurance  48.78580.520.738.1%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.4583-0.07-0.077.08%
PGFFinancial Preferred  14.63390.380.380.31%
 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 Principal Financial Group, Inc.PFG Principal Financial Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 8178.86 Millions
Recent Price: 80.15    
Smart Investing & Trading Score: 75
Day Percent Change: 1.30%    
Day Change: 1.03
Week Change: 1.76%    
Year-to-date Change: 2.3%
PFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFG to Watchlist:       View:      Get Complete PFG Trend Analysis ➞

Stock Chart of Provident Financial Holdings, Inc.PROV Provident Financial Holdings, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 120.63 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.3%
PROV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PROV to Watchlist:       View:      Get Complete PROV Trend Analysis ➞

Stock Chart of PagSeguro Digital Ltd.PAGS PagSeguro Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 6500.78 Millions
Recent Price: 12.49    
Smart Investing & Trading Score: 64
Day Percent Change: -1.50%    
Day Change: -0.19
Week Change: 0.55%    
Year-to-date Change: 2.3%
PAGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAGS to Watchlist:       View:      Get Complete PAGS Trend Analysis ➞

Stock Chart of Woori Financial Group Inc.WF Woori Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 4772.69 Millions
Recent Price: 31.07    
Smart Investing & Trading Score: 77
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: -0.48%    
Year-to-date Change: 2.3%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of Xinyuan Real Estate Co., Ltd.XIN Xinyuan Real Estate Co., Ltd.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 136.119 Millions
Recent Price: 2.73    
Smart Investing & Trading Score: 74
Day Percent Change: 0.37%    
Day Change: 0.01
Week Change: 2.21%    
Year-to-date Change: 2.2%
XIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XIN to Watchlist:       View:      Get Complete XIN Trend Analysis ➞

Stock Chart of AvalonBay Communities, Inc.AVB AvalonBay Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 19921.9 Millions
Recent Price: 191.50    
Smart Investing & Trading Score: 80
Day Percent Change: 0.02%    
Day Change: 0.05
Week Change: -0.06%    
Year-to-date Change: 2.2%
AVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVB to Watchlist:       View:      Get Complete AVB Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.33    
Smart Investing & Trading Score: 55
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.43%    
Year-to-date Change: 2.2%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.64    
Smart Investing & Trading Score: 60
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRL Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 207 Millions
Recent Price: 10.92    
Smart Investing & Trading Score: 0
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.09%    
Year-to-date Change: 2.1%
ISRL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRL to Watchlist:       View:      Get Complete ISRL Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 29.80    
Smart Investing & Trading Score: 53
Day Percent Change: -1.11%    
Day Change: -0.33
Week Change: -0.41%    
Year-to-date Change: 2.1%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI Trend Analysis ➞

Stock Chart of Invitation Homes Inc.INVH Invitation Homes Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 9782.89 Millions
Recent Price: 34.72    
Smart Investing & Trading Score: 100
Day Percent Change: -0.01%    
Day Change: 0.00
Week Change: 0.26%    
Year-to-date Change: 2.1%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of Westwood Holdings Group, Inc.WHG Westwood Holdings Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 172.103 Millions
Recent Price: 13.03    
Smart Investing & Trading Score: 31
Day Percent Change: 1.68%    
Day Change: 0.21
Week Change: 0.08%    
Year-to-date Change: 2.0%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.73    
Smart Investing & Trading Score: 83
Day Percent Change: 0.56%    
Day Change: 0.11
Week Change: 0.59%    
Year-to-date Change: 1.8%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of Concord Acquisition Corp IICNDA Concord Acquisition Corp II
Sector: Financials
SubSector: SPAC
MarketCap: 359 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 64
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.7%
CNDA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNDA to Watchlist:       View:      Get Complete CNDA Trend Analysis ➞

Stock Chart of LTC Properties, Inc.LTC LTC Properties, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1369.24 Millions
Recent Price: 32.60    
Smart Investing & Trading Score: 100
Day Percent Change: 0.12%    
Day Change: 0.04
Week Change: 0.23%    
Year-to-date Change: 1.6%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 21.75    
Smart Investing & Trading Score: 95
Day Percent Change: 0.30%    
Day Change: 0.07
Week Change: 0.99%    
Year-to-date Change: 1.4%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX 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: 8.50    
Smart Investing & Trading Score: 75
Day Percent Change: -2.52%    
Day Change: -0.22
Week Change: -2.01%    
Year-to-date Change: 1.4%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of The India Fund, Inc.IFN The India Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 344.303 Millions
Recent Price: 18.39    
Smart Investing & Trading Score: 42
Day Percent Change: 0.62%    
Day Change: 0.11
Week Change: 1.41%    
Year-to-date Change: 1.4%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of Cboe Global Markets, Inc.CBOE Cboe Global Markets, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 8834.5 Millions
Recent Price: 179.99    
Smart Investing & Trading Score: 50
Day Percent Change: 0.89%    
Day Change: 1.59
Week Change: 1.42%    
Year-to-date Change: 1.3%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 488.99    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.69
Week Change: 0.14%    
Year-to-date Change: 1.2%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of The PNC Financial Services Group, Inc.PNC The PNC Financial Services Group, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 41291.5 Millions
Recent Price: 156.45    
Smart Investing & Trading Score: 78
Day Percent Change: 0.22%    
Day Change: 0.34
Week Change: 0.4%    
Year-to-date Change: 1.2%
PNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNC to Watchlist:       View:      Get Complete PNC Trend Analysis ➞

Stock Chart of Nuveen California AMT-Free Quality Municipal Income FundNKX Nuveen California AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 11.64    
Smart Investing & Trading Score: 46
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.39%    
Year-to-date Change: 1.2%
NKX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKX to Watchlist:       View:      Get Complete NKX Trend Analysis ➞

Stock Chart of Park National CorporationPRK Park National Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1416.6 Millions
Recent Price: 134.31    
Smart Investing & Trading Score: 68
Day Percent Change: -0.01%    
Day Change: -0.02
Week Change: 0.01%    
Year-to-date Change: 1.1%
PRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRK to Watchlist:       View:      Get Complete PRK Trend Analysis ➞

Stock Chart of American Equity Investment Life Holding CompanyAEL American Equity Investment Life Holding Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 1304.46 Millions
Recent Price: 56.47    
Smart Investing & Trading Score: 83
Day Percent Change: 0.28%    
Day Change: 0.16
Week Change: 0.16%    
Year-to-date Change: 1.1%
AEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEL to Watchlist:       View:      Get Complete AEL Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 2.00    
Smart Investing & Trading Score: 40
Day Percent Change: -0.99%    
Day Change: -0.02
Week Change: -0.99%    
Year-to-date Change: 1.0%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Performance: Year-to-date, Week and Day
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