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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
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (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 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
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Financial Sector Trend
78 / 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%
CIMChimera  Mortgage11.90751.02%138.48%
BMABanco Macro Foreign Banks66.29900.36%130.98%
GGALGrupo Financiero Foreign Banks35.8568-2.79%107.65%
PLMRPalomar  Insurance84.8483-0.19%52.86%
VCTRVictory Capital Asset Mgmt52.0365-0.46%51.07%
MCYMercury General Insurance55.8369-0.29%49.64%
JXNJackson  Insurance - Life76.01590.56%47.88%
TREELendingTree  Mortgage42.9938-3.39%41.79%
GEOGEO  REIT14.54802.83%34.26%
AXSAXIS Capital Insurance73.881001.46%33.43%
FIHLFidelis Insurance Insurance - 16.58581.78%31.22%
RGAReinsurance  Life Insurance209.8066-0.09%29.68%
LPLALPL  Brokerage286.211002.44%25.74%
EQHEquitable  Insurance41.49100-0.02%24.59%
HGTYHagerty  Insurance - Property & Casualty9.621003.44%23.02%
KMPRKemper  Insurance59.84631.94%22.95%
LNCLoln National Life Insurance32.99951.29%22.32%
HASIHannon Armstrong REIT - 33.29901.43%20.70%
WTMWhite Mountains Insurance1807.00631.97%20.07%
FCNCAFirst Citizens Regional Banks1698.4341-1.54%19.69%
UNMUnum  Insurance53.86901.60%19.11%
EVREvercore  Asset Mgmt202.94760.47%18.64%
NHINational Health REIT66.08831.30%18.32%
ARESAres Management Asset Mgmt140.1753-1.97%17.87%
NNINelnet  Credit Services103.6651-0.55%17.50%
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 10.74% and is currently outperforming the overall market by 0.95% 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: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**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
Chimera [138%] Banco Macro[131%] Grupo Financiero[108%]
Palomar [53%] Victory Capital[51%] Mercury General[50%]
Jackson [48%] LendingTree [42%] GEO [34%]
AXIS Capital[33%] Fidelis Insurance[31%] Reinsurance [30%]
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
Banco Macro[13.7%] Grupo Financiero[10.4%] Allied World[7.9%]
Claros Mortgage[7.4%] Hagerty [7.3%] eHealth [6.5%]
Upstart [5.9%] Empire State[5.5%] Acadia Realty[5.4%]
Americold Realty[5.1%] Kimco Realty[4.8%] Vornado Realty[4.6%]
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
Office Properties[-69%] New York[-68%] Texas Pacific[-61%]
Fanhua [-52%] Hudson Pacific[-47%] Uniti [-45%]
Claros Mortgage[-43%] Peakstone Realty[-40%] Allied World[-39%]
Upstart [-39%] Service Properties[-37%] Valley National[-34%]
.
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
Brighthouse [100] Hagerty [100] Urban Edge[100]
Omega Healthcare[100] LPL [100] Kite Realty[100]
Voya [100] SITE Centers[100] AXIS Capital[100]
Piedmont Office[100] Affiliated Managers[100] Healthcare Realty[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  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 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 Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 11.90    
Smart Investing & Trading Score: 75
Day Percent Change: 1.02%    
Day Change: 0.12
Week Change: 1.71%    
Year-to-date Change: 138.5%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 66.29    
Smart Investing & Trading Score: 90
Day Percent Change: 0.36%    
Day Change: 0.24
Week Change: 13.7%    
Year-to-date Change: 131.0%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of Grupo Financiero Galicia S.A.GGAL Grupo Financiero Galicia S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1274.69 Millions
Recent Price: 35.85    
Smart Investing & Trading Score: 68
Day Percent Change: -2.79%    
Day Change: -1.03
Week Change: 10.41%    
Year-to-date Change: 107.7%
GGAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGAL to Watchlist:       View:      Get Complete GGAL Trend Analysis ➞

Stock Chart of Palomar Holdings, Inc.PLMR Palomar Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1297.42 Millions
Recent Price: 84.84    
Smart Investing & Trading Score: 83
Day Percent Change: -0.19%    
Day Change: -0.16
Week Change: 3.79%    
Year-to-date Change: 52.9%
PLMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLMR to Watchlist:       View:      Get Complete PLMR Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 52.03    
Smart Investing & Trading Score: 65
Day Percent Change: -0.46%    
Day Change: -0.24
Week Change: -3.92%    
Year-to-date Change: 51.1%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 55.83    
Smart Investing & Trading Score: 69
Day Percent Change: -0.29%    
Day Change: -0.16
Week Change: -2.24%    
Year-to-date Change: 49.6%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of Jackson Financial Inc.JXN Jackson Financial Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2460 Millions
Recent Price: 76.01    
Smart Investing & Trading Score: 59
Day Percent Change: 0.56%    
Day Change: 0.42
Week Change: -2.55%    
Year-to-date Change: 47.9%
JXN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JXN to Watchlist:       View:      Get Complete JXN Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 42.99    
Smart Investing & Trading Score: 38
Day Percent Change: -3.39%    
Day Change: -1.51
Week Change: -4.59%    
Year-to-date Change: 41.8%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 14.54    
Smart Investing & Trading Score: 80
Day Percent Change: 2.83%    
Day Change: 0.40
Week Change: 4.45%    
Year-to-date Change: 34.3%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 73.88    
Smart Investing & Trading Score: 100
Day Percent Change: 1.46%    
Day Change: 1.06
Week Change: 2.09%    
Year-to-date Change: 33.4%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS Trend Analysis ➞

Stock Chart of Fidelis Insurance Holdings LimitedFIHL Fidelis Insurance Holdings Limited
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 1590 Millions
Recent Price: 16.58    
Smart Investing & Trading Score: 58
Day Percent Change: 1.78%    
Day Change: 0.29
Week Change: 1.59%    
Year-to-date Change: 31.2%
FIHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIHL to Watchlist:       View:      Get Complete FIHL Trend Analysis ➞

Stock Chart of Reinsurance Group of America, IncorporatedRGA Reinsurance Group of America, Incorporated
Sector: Financials
SubSector: Life Insurance
MarketCap: 4423.36 Millions
Recent Price: 209.80    
Smart Investing & Trading Score: 66
Day Percent Change: -0.09%    
Day Change: -0.19
Week Change: 0.27%    
Year-to-date Change: 29.7%
RGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RGA to Watchlist:       View:      Get Complete RGA Trend Analysis ➞

Stock Chart of LPL Financial Holdings Inc.LPLA LPL Financial Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4104.65 Millions
Recent Price: 286.21    
Smart Investing & Trading Score: 100
Day Percent Change: 2.44%    
Day Change: 6.83
Week Change: 0.64%    
Year-to-date Change: 25.7%
LPLA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LPLA to Watchlist:       View:      Get Complete LPLA Trend Analysis ➞

Stock Chart of Equitable Holdings, Inc.EQH Equitable Holdings, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 5520.07 Millions
Recent Price: 41.49    
Smart Investing & Trading Score: 100
Day Percent Change: -0.02%    
Day Change: -0.01
Week Change: 1.22%    
Year-to-date Change: 24.6%
EQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQH to Watchlist:       View:      Get Complete EQH Trend Analysis ➞

Stock Chart of Hagerty, Inc.HGTY Hagerty, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3110 Millions
Recent Price: 9.62    
Smart Investing & Trading Score: 100
Day Percent Change: 3.44%    
Day Change: 0.32
Week Change: 7.25%    
Year-to-date Change: 23.0%
HGTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HGTY to Watchlist:       View:      Get Complete HGTY Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 59.84    
Smart Investing & Trading Score: 63
Day Percent Change: 1.94%    
Day Change: 1.14
Week Change: 2.34%    
Year-to-date Change: 23.0%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 32.99    
Smart Investing & Trading Score: 95
Day Percent Change: 1.29%    
Day Change: 0.42
Week Change: 1.01%    
Year-to-date Change: 22.3%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of Hannon Armstrong Sustainable Infrastructure Capital, Inc.HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1405.93 Millions
Recent Price: 33.29    
Smart Investing & Trading Score: 90
Day Percent Change: 1.43%    
Day Change: 0.47
Week Change: -0.12%    
Year-to-date Change: 20.7%
HASI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HASI to Watchlist:       View:      Get Complete HASI Trend Analysis ➞

Stock Chart of White Mountains Insurance Group, Ltd.WTM White Mountains Insurance Group, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2502.62 Millions
Recent Price: 1807.00    
Smart Investing & Trading Score: 63
Day Percent Change: 1.97%    
Day Change: 34.98
Week Change: 4.44%    
Year-to-date Change: 20.1%
WTM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTM to Watchlist:       View:      Get Complete WTM Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCA First Citizens BancShares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 3157.19 Millions
Recent Price: 1698.43    
Smart Investing & Trading Score: 41
Day Percent Change: -1.54%    
Day Change: -26.57
Week Change: -4.65%    
Year-to-date Change: 19.7%
FCNCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCA to Watchlist:       View:      Get Complete FCNCA Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 53.86    
Smart Investing & Trading Score: 90
Day Percent Change: 1.60%    
Day Change: 0.85
Week Change: 2.26%    
Year-to-date Change: 19.1%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 202.94    
Smart Investing & Trading Score: 76
Day Percent Change: 0.47%    
Day Change: 0.94
Week Change: -0.72%    
Year-to-date Change: 18.6%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of National Health Investors, Inc.NHI National Health Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2156.54 Millions
Recent Price: 66.08    
Smart Investing & Trading Score: 83
Day Percent Change: 1.30%    
Day Change: 0.85
Week Change: 1.71%    
Year-to-date Change: 18.3%
NHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHI to Watchlist:       View:      Get Complete NHI Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 140.17    
Smart Investing & Trading Score: 53
Day Percent Change: -1.97%    
Day Change: -2.81
Week Change: -4%    
Year-to-date Change: 17.9%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 103.66    
Smart Investing & Trading Score: 51
Day Percent Change: -0.55%    
Day Change: -0.57
Week Change: -1.91%    
Year-to-date Change: 17.5%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325
Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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