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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 20, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.

 Year To Date Performance: 13.01 %
 Weekly Performance: 1.58 %
 Daily Performance: 0.73 %
12Stocks.com
Financial Sector Trend
95 / 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%
NCANuveen California Closed-End Fund - Debt8.677-0.23%-1.81%
TOPTOP  Capital Markets2.70422.27%-1.82%
TREELendingTree  Mortgage45.7046-0.67%-1.83%
ALLAllstate  Insurance169.51630.25%-1.85%
CSWCCapital Southwest Asset Mgmt26.20460.81%-1.91%
TSLXTPG Specialty Mortgage21.2317-0.33%-1.94%
CIMChimera  Mortgage4.5283-0.88%-1.95%
PEBKPeoples Bancorp Regional Banks30.2056-1.52%-1.96%
PFLTPennantPark Floating Asset Mgmt11.2800.18%-2.00%
GBDCGolub Capital Asset Mgmt16.3936-0.24%-2.03%
DMLPDorchester Minerals  Investments31.76430.13%-2.04%
DNPDNP Select Closed-End Fund - Equity8.81310.46%-2.06%
EIGEmployers  Insurance42.5725-0.02%-2.09%
NRONeuberger Berman Asset Mgmt3.2642-0.31%-2.10%
HIWHighwoods Properties REIT - Office26.3158-1.97%-2.12%
CFRCullen/Frost Bankers Regional - Southwest Banks105.5817-0.04%-2.13%
YRDYiren Digital Credit Services5.0112-0.60%-2.15%
TPLTexas Pacific Real Estatet610.22470.28%-2.16%
OXSQOxford Square Asset Mgmt3.1536-0.32%-2.17%
SKWDSkyward Specialty Insurance - Property & Casualty36.53360.74%-2.22%
BUIBlackRock Utilities Closed-End Fund - Equity22.3568-1.19%-2.27%
HRZNHorizon Technology Asset Mgmt11.57250.09%-2.28%
BWBBPBridgewater Bancshares Banks - Regional18.4048-2.13%-2.28%
EDFStone Harbor Asset Mgmt5.37390.19%-2.36%
ERIEErie Indemnity Insurance396.81370.14%-2.40%
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 13.01% and is currently outperforming the overall market by 2.44% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 13.01%
**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 [526%] Fangdd Network[150%] Banco Macro[126%]
Grupo Financiero[112%] Banco BBVA[111%] SelectQuote [110%]
Gladstone Capital[107%] EverQuote [98%] Hippo [93%]
Grupo Supervielle[87%] Vista Oil[61%] Yiren Digital[61%]
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
Fangdd Network[360.3%] Xinyuan Real[53.3%] Iris Energy[25.7%]
Fathom [25.4%] Huize Holding[21.8%] First Foundation[19%]
Trupanion [17.2%] Bridge [16.7%] MicroSectors Gold[15.2%]
KE [13.9%] Douglas Elliman[13.6%] Citizens [13.4%]
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
Office Properties[-70%] New York[-64%] Texas Pacific[-61%]
Hywin [-57%] Douglas Elliman[-54%] FRP [-52%]
AlTi Global[-51%] Fathom [-49%] Fanhua [-47%]
OppFi [-43%] Offerpad [-43%] Granite Point[-43%]
.
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
Fangdd Network[100] Xinyuan Real[100] MicroSectors Gold[100]
Sprott Physical[100] Citizens & Northern[100] Sumitomo Mitsui[100]
First Community[100] Chubb [100] Angel Oak[100]
Sprott Physical[100] Iris Energy[100] Bridge [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  42.49950.731.5813.01%
IAIBroker-Dealers & Secs 119.471001.082.5910.08%
IYFFinancials  96.85950.431.7313.39%
IYGFinancial Services  67.11950.151.5612.34%
KRERegional Banking  51.19830.231.67-2.37%
IXGGlobal Financials  88.72880.211.4112.91%
VFHFinancials  103.00950.181.4511.64%
KBEBank  47.93830.441.254.15%
FASFinancial Bull 3X 112.32951.814.0635.9%
FAZFinancial Bear 3X 9.7510-1.71-3.75-28.68%
UYGFinancials  68.541001.232.7724.17%
IATRegional Banks  43.4276-0.261.023.78%
KIEInsurance  51.831000.881.0914.62%
PSCFSmallCap Financials  49.03950.281.44-0.31%
EUFNEurope Financials  24.13950.672.5115.12%
PGFFinancial Preferred  14.8152-0.100.681.58%
 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 Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.67    
Smart Investing & Trading Score: 7
Day Percent Change: -0.23%    
Day Change: -0.02
Week Change: -1.81%    
Year-to-date Change: -3.2%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of TOP Financial Group LimitedTOP TOP Financial Group Limited
Sector: Financials
SubSector: Capital Markets
MarketCap: 329 Millions
Recent Price: 2.70    
Smart Investing & Trading Score: 42
Day Percent Change: 2.27%    
Day Change: 0.06
Week Change: -1.82%    
Year-to-date Change: -27.4%
TOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TOP to Watchlist:       View:      Get Complete TOP Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 45.70    
Smart Investing & Trading Score: 46
Day Percent Change: -0.67%    
Day Change: -0.31
Week Change: -1.83%    
Year-to-date Change: 50.7%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of The Allstate CorporationALL The Allstate Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25916.6 Millions
Recent Price: 169.51    
Smart Investing & Trading Score: 63
Day Percent Change: 0.25%    
Day Change: 0.43
Week Change: -1.85%    
Year-to-date Change: 21.1%
ALL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALL to Watchlist:       View:      Get Complete ALL Trend Analysis ➞

Stock Chart of Capital Southwest CorporationCSWC Capital Southwest Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 213.703 Millions
Recent Price: 26.20    
Smart Investing & Trading Score: 46
Day Percent Change: 0.81%    
Day Change: 0.21
Week Change: -1.91%    
Year-to-date Change: 10.6%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC 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: 21.23    
Smart Investing & Trading Score: 17
Day Percent Change: -0.33%    
Day Change: -0.07
Week Change: -1.94%    
Year-to-date Change: -1.7%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX Trend Analysis ➞

Stock Chart of Chimera Investment CorporationCIM Chimera Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2164.09 Millions
Recent Price: 4.52    
Smart Investing & Trading Score: 83
Day Percent Change: -0.88%    
Day Change: -0.04
Week Change: -1.95%    
Year-to-date Change: -9.4%
CIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIM to Watchlist:       View:      Get Complete CIM Trend Analysis ➞

Stock Chart of Peoples Bancorp of North Carolina, Inc.PEBK Peoples Bancorp of North Carolina, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 180.759 Millions
Recent Price: 30.20    
Smart Investing & Trading Score: 56
Day Percent Change: -1.52%    
Day Change: -0.46
Week Change: -1.96%    
Year-to-date Change: -2.4%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK 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: 11.28    
Smart Investing & Trading Score: 0
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: -2%    
Year-to-date Change: -6.8%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of Golub Capital BDC, Inc.GBDC Golub Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1493.23 Millions
Recent Price: 16.39    
Smart Investing & Trading Score: 36
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: -2.03%    
Year-to-date Change: 8.5%
GBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBDC to Watchlist:       View:      Get Complete GBDC Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 31.76    
Smart Investing & Trading Score: 43
Day Percent Change: 0.13%    
Day Change: 0.04
Week Change: -2.04%    
Year-to-date Change: -0.2%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

Stock Chart of DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.81    
Smart Investing & Trading Score: 31
Day Percent Change: 0.46%    
Day Change: 0.04
Week Change: -2.06%    
Year-to-date Change: 3.9%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 42.57    
Smart Investing & Trading Score: 25
Day Percent Change: -0.02%    
Day Change: -0.01
Week Change: -2.09%    
Year-to-date Change: 8.1%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund Inc.NRO Neuberger Berman Real Estate Securities Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 126.103 Millions
Recent Price: 3.26    
Smart Investing & Trading Score: 42
Day Percent Change: -0.31%    
Day Change: -0.01
Week Change: -2.1%    
Year-to-date Change: 2.2%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of Highwoods Properties, Inc.HIW Highwoods Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 3227.46 Millions
Recent Price: 26.31    
Smart Investing & Trading Score: 58
Day Percent Change: -1.97%    
Day Change: -0.53
Week Change: -2.12%    
Year-to-date Change: 14.6%
HIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIW to Watchlist:       View:      Get Complete HIW Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 105.58    
Smart Investing & Trading Score: 17
Day Percent Change: -0.04%    
Day Change: -0.04
Week Change: -2.13%    
Year-to-date Change: -2.7%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of Yiren Digital Ltd.YRD Yiren Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 330.208 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 12
Day Percent Change: -0.60%    
Day Change: -0.03
Week Change: -2.15%    
Year-to-date Change: 60.6%
YRD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add YRD to Watchlist:       View:      Get Complete YRD Trend Analysis ➞

Stock Chart of Texas Pacific Land TrustTPL Texas Pacific Land Trust
Sector: Financials
SubSector: Real Estate Development
MarketCap: 3052.29 Millions
Recent Price: 610.22    
Smart Investing & Trading Score: 47
Day Percent Change: 0.28%    
Day Change: 1.70
Week Change: -2.16%    
Year-to-date Change: -61.2%
TPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPL to Watchlist:       View:      Get Complete TPL 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: 3.15    
Smart Investing & Trading Score: 36
Day Percent Change: -0.32%    
Day Change: -0.01
Week Change: -2.17%    
Year-to-date Change: 10.1%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of Skyward Specialty Insurance Group, Inc.SKWD Skyward Specialty Insurance Group, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 936 Millions
Recent Price: 36.53    
Smart Investing & Trading Score: 36
Day Percent Change: 0.74%    
Day Change: 0.27
Week Change: -2.22%    
Year-to-date Change: 7.6%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.847 Millions
Recent Price: 22.35    
Smart Investing & Trading Score: 68
Day Percent Change: -1.19%    
Day Change: -0.27
Week Change: -2.27%    
Year-to-date Change: 2.4%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of Horizon Technology Finance CorporationHRZN Horizon Technology Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 109.203 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -2.28%    
Year-to-date Change: -12.2%
HRZN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRZN to Watchlist:       View:      Get Complete HRZN Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 18.40    
Smart Investing & Trading Score: 48
Day Percent Change: -2.13%    
Day Change: -0.40
Week Change: -2.28%    
Year-to-date Change: -3.2%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.37    
Smart Investing & Trading Score: 39
Day Percent Change: 0.19%    
Day Change: 0.01
Week Change: -2.36%    
Year-to-date Change: 24.6%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 396.81    
Smart Investing & Trading Score: 37
Day Percent Change: 0.14%    
Day Change: 0.54
Week Change: -2.4%    
Year-to-date Change: 18.5%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

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