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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%
NJULInnovator Nasdaq Exchange Traded Fund58.94710.177.04%
OZBelpointe PREP Financials - Development59.40350.17-22.97%
FBNCFirst Bancorp Regional Banks31.55350.16-14.75%
UHTUniversal Health REIT37.58600.16-13.11%
NMFCNew Mountain Asset Mgmt12.60420.16-0.94%
IBTGiShares iBonds Exchange Traded Fund22.60550.16-1.16%
HELXFranklin Genomic Exchange Traded Fund31.04370.151.66%
CACCamden National Regional Banks32.42860.15-13.85%
CMUMFS High Closed-End Fund - Debt3.27250.15-1.06%
CBNKCapital Bancorp S&L20.15320.15-16.74%
OCSLOaktree Specialty Credit Services19.52570.15-4.41%
TRMKTrustmark  Regional Banks29.15610.144.56%
PZCPIMCO California Closed-End Fund - Debt6.9570.14-5.70%
PHTPioneer High Closed-End Fund - Debt7.27100.141.68%
FFNWFirst  Regional Banks21.25780.1457.64%
LCNBLCNB  Regional Banks14.10250.14-10.59%
STLGiShares Factors Exchange Traded Fund48.84610.1418.89%
HCVIHennessy Capital SPAC10.54580.141.01%
RNRRenaissanceRe  Insurance227.86660.1316.26%
PFSIPennyMac  Mortgage90.65440.132.58%
IBTXIndependent Bank Regional Banks46.04680.13-9.51%
AIRCApartment ome REIT38.75760.1311.02%
KBKB  Foreign Banks57.54830.1239.09%
CBHAllianzGI Convertible Asset Mgmt8.94680.112.52%
DHILDiamond Hill Asset Mgmt150.04610.11-9.39%
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 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
Root [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
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
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
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
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-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
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[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 Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 58.94    
Smart Investing & Trading Score: 71
Day Percent Change: 0.17%    
Day Change: 0.10
Week Change: 0%    
Year-to-date Change: 7.0%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 59.40    
Smart Investing & Trading Score: 35
Day Percent Change: 0.17%    
Day Change: 0.10
Week Change: -0.98%    
Year-to-date Change: -23.0%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of First BancorpFBNC First Bancorp
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 664.959 Millions
Recent Price: 31.55    
Smart Investing & Trading Score: 35
Day Percent Change: 0.16%    
Day Change: 0.05
Week Change: -0.63%    
Year-to-date Change: -14.8%
FBNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBNC to Watchlist:       View:      Get Complete FBNC Trend Analysis ➞

Stock Chart of Universal Health Realty Income TrustUHT Universal Health Realty Income Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1121.14 Millions
Recent Price: 37.58    
Smart Investing & Trading Score: 60
Day Percent Change: 0.16%    
Day Change: 0.06
Week Change: 0.64%    
Year-to-date Change: -13.1%
UHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UHT to Watchlist:       View:      Get Complete UHT Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.60    
Smart Investing & Trading Score: 42
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 0.08%    
Year-to-date Change: -0.9%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2026 Term Treasury ETFIBTG iShares iBonds Dec 2026 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.60    
Smart Investing & Trading Score: 55
Day Percent Change: 0.16%    
Day Change: 0.04
Week Change: 0.16%    
Year-to-date Change: -1.2%
IBTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTG to Watchlist:       View:      Get Complete IBTG Trend Analysis ➞

Stock Chart of Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.04    
Smart Investing & Trading Score: 37
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: -1.03%    
Year-to-date Change: 1.7%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

Stock Chart of Camden National CorporationCAC Camden National Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 550.999 Millions
Recent Price: 32.42    
Smart Investing & Trading Score: 86
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: 0.31%    
Year-to-date Change: -13.9%
CAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAC to Watchlist:       View:      Get Complete CAC Trend Analysis ➞

Stock Chart of MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.27    
Smart Investing & Trading Score: 25
Day Percent Change: 0.15%    
Day Change: 0.00
Week Change: -0.73%    
Year-to-date Change: -1.1%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 20.15    
Smart Investing & Trading Score: 32
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: -1.23%    
Year-to-date Change: -16.7%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.52    
Smart Investing & Trading Score: 57
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: 1.72%    
Year-to-date Change: -4.4%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 29.15    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.04
Week Change: -1.32%    
Year-to-date Change: 4.6%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 6.95    
Smart Investing & Trading Score: 7
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -1.97%    
Year-to-date Change: -5.7%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.27    
Smart Investing & Trading Score: 10
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -2.42%    
Year-to-date Change: 1.7%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of First Financial Northwest, Inc.FFNW First Financial Northwest, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 102.829 Millions
Recent Price: 21.25    
Smart Investing & Trading Score: 78
Day Percent Change: 0.14%    
Day Change: 0.03
Week Change: 0.52%    
Year-to-date Change: 57.6%
FFNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFNW to Watchlist:       View:      Get Complete FFNW Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 25
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -2.22%    
Year-to-date Change: -10.6%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 48.84    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.07
Week Change: -0.45%    
Year-to-date Change: 18.9%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of Hennessy Capital Investment Corp. VIHCVI Hennessy Capital Investment Corp. VI
Sector: Financials
SubSector: SPAC
MarketCap: 467 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 58
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -0.05%    
Year-to-date Change: 1.0%
HCVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCVI to Watchlist:       View:      Get Complete HCVI Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 227.86    
Smart Investing & Trading Score: 66
Day Percent Change: 0.13%    
Day Change: 0.30
Week Change: -0.35%    
Year-to-date Change: 16.3%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 90.65    
Smart Investing & Trading Score: 44
Day Percent Change: 0.13%    
Day Change: 0.12
Week Change: -0.7%    
Year-to-date Change: 2.6%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 46.04    
Smart Investing & Trading Score: 68
Day Percent Change: 0.13%    
Day Change: 0.06
Week Change: -0.48%    
Year-to-date Change: -9.5%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of Apartment Income REIT Corp.AIRC Apartment Income REIT Corp.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 5280 Millions
Recent Price: 38.75    
Smart Investing & Trading Score: 76
Day Percent Change: 0.13%    
Day Change: 0.05
Week Change: 0.1%    
Year-to-date Change: 11.0%
AIRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIRC to Watchlist:       View:      Get Complete AIRC Trend Analysis ➞

Stock Chart of KB Financial Group Inc.KB KB Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 10853.9 Millions
Recent Price: 57.54    
Smart Investing & Trading Score: 83
Day Percent Change: 0.12%    
Day Change: 0.07
Week Change: 1.3%    
Year-to-date Change: 39.1%
KB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KB to Watchlist:       View:      Get Complete KB Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.94    
Smart Investing & Trading Score: 68
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0.17%    
Year-to-date Change: 2.5%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of Diamond Hill Investment Group, Inc.DHIL Diamond Hill Investment Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 316.203 Millions
Recent Price: 150.04    
Smart Investing & Trading Score: 61
Day Percent Change: 0.11%    
Day Change: 0.16
Week Change: -1.66%    
Year-to-date Change: -9.4%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

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