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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%
TWNTaiwan Fund Closed-End Fund - Foreign39.99830.69%1.96%
BHKBlackRock Core Closed-End Fund - Debt10.641000.28%1.96%
TWOTwo Harbors Mortgage13.03880.39%1.96%
USCBUSCB  Banks - Regional12.49881.88%1.96%
BLKBlackRock  Asset Mgmt812.22700.56%1.95%
NYMTNew York Mortgage6.2742-0.95%1.95%
TPVGTriplePoint Venture Closed-End Fund - Equity9.40592.62%1.95%
AMHAmerican Homes REIT36.77870.88%1.94%
WTBAWest Ban Regional - Southwest Banks17.8790-0.72%1.94%
NBXGNeuberger Berman Closed-End Fund - Equity12.11780.25%1.94%
LKFNLakeland  Regional Banks63.24820.68%1.93%
PRIPrimerica  Life Insurance228.08591.67%1.93%
INVHInvitation Homes Real Estatet35.45880.68%1.93%
AIFApollo Tactical Asset Mgmt14.78570.48%1.93%
RPARRPAR Risk Exchange Traded Fund19.54880.27%1.93%
CETCentral Securities Asset Mgmt42.511000.21%1.92%
SPUSSP Funds Exchange Traded Fund38.3878-0.05%1.91%
OZBelpointe PREP Financials - Development60.00451.66%1.91%
NLYAnnaly Capital Mortgage20.35830.15%1.90%
WALWestern Alliance Regional Banks64.96830.79%1.90%
SFBSServisFirst Bancshares Foreign Banks66.00831.16%1.90%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.47830.31%1.89%
GAMGeneral American Closed-End Fund - Equity48.551000.79%1.89%
JCENuveen Core Closed-End Fund - Equity14.32880.28%1.89%
ADXAdams Diversified Closed-End Fund - Equity20.06880.05%1.88%
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 The Taiwan Fund, Inc.TWN The Taiwan Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 110.547 Millions
Recent Price: 39.99    
Smart Investing & Trading Score: 83
Day Percent Change: 0.69%    
Day Change: 0.27
Week Change: 1.96%    
Year-to-date Change: 15.6%
TWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWN to Watchlist:       View:      Get Complete TWN Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 100
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: 1.96%    
Year-to-date Change: -2.5%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of Two Harbors Investment Corp.TWO Two Harbors Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1979.59 Millions
Recent Price: 13.03    
Smart Investing & Trading Score: 88
Day Percent Change: 0.39%    
Day Change: 0.05
Week Change: 1.96%    
Year-to-date Change: -6.5%
TWO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWO to Watchlist:       View:      Get Complete TWO Trend Analysis ➞

Stock Chart of USCB Financial Holdings, Inc.USCB USCB Financial Holdings, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 198 Millions
Recent Price: 12.49    
Smart Investing & Trading Score: 88
Day Percent Change: 1.88%    
Day Change: 0.23
Week Change: 1.96%    
Year-to-date Change: 1.7%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 812.22    
Smart Investing & Trading Score: 70
Day Percent Change: 0.56%    
Day Change: 4.51
Week Change: 1.95%    
Year-to-date Change: 0.1%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.27    
Smart Investing & Trading Score: 42
Day Percent Change: -0.95%    
Day Change: -0.06
Week Change: 1.95%    
Year-to-date Change: -26.5%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of TriplePoint Venture Growth BDC Corp.TPVG TriplePoint Venture Growth BDC Corp.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 158.147 Millions
Recent Price: 9.40    
Smart Investing & Trading Score: 59
Day Percent Change: 2.62%    
Day Change: 0.24
Week Change: 1.95%    
Year-to-date Change: -13.4%
TPVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPVG to Watchlist:       View:      Get Complete TPVG Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 6135.31 Millions
Recent Price: 36.77    
Smart Investing & Trading Score: 87
Day Percent Change: 0.88%    
Day Change: 0.32
Week Change: 1.94%    
Year-to-date Change: 2.3%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of West Bancorporation, Inc.WTBA West Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 272.965 Millions
Recent Price: 17.87    
Smart Investing & Trading Score: 90
Day Percent Change: -0.72%    
Day Change: -0.13
Week Change: 1.94%    
Year-to-date Change: -15.7%
WTBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTBA to Watchlist:       View:      Get Complete WTBA Trend Analysis ➞

Stock Chart of Neuberger Berman Next Generation Connectivity Fund Inc.NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 859 Millions
Recent Price: 12.11    
Smart Investing & Trading Score: 78
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: 1.94%    
Year-to-date Change: 11.0%
NBXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBXG to Watchlist:       View:      Get Complete NBXG Trend Analysis ➞

Stock Chart of Lakeland Financial CorporationLKFN Lakeland Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 903.27 Millions
Recent Price: 63.24    
Smart Investing & Trading Score: 82
Day Percent Change: 0.68%    
Day Change: 0.43
Week Change: 1.93%    
Year-to-date Change: -3.0%
LKFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LKFN to Watchlist:       View:      Get Complete LKFN Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 228.08    
Smart Investing & Trading Score: 59
Day Percent Change: 1.67%    
Day Change: 3.75
Week Change: 1.93%    
Year-to-date Change: 10.9%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI Trend Analysis ➞

Stock Chart of Invitation Homes Inc.INVH Invitation Homes Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 9782.89 Millions
Recent Price: 35.45    
Smart Investing & Trading Score: 88
Day Percent Change: 0.68%    
Day Change: 0.24
Week Change: 1.93%    
Year-to-date Change: 3.9%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of Apollo Tactical Income Fund Inc.AIF Apollo Tactical Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.803 Millions
Recent Price: 14.78    
Smart Investing & Trading Score: 57
Day Percent Change: 0.48%    
Day Change: 0.07
Week Change: 1.93%    
Year-to-date Change: 5.9%
AIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIF to Watchlist:       View:      Get Complete AIF Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.54    
Smart Investing & Trading Score: 88
Day Percent Change: 0.27%    
Day Change: 0.05
Week Change: 1.93%    
Year-to-date Change: 2.1%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR Trend Analysis ➞

Stock Chart of Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 42.51    
Smart Investing & Trading Score: 100
Day Percent Change: 0.21%    
Day Change: 0.09
Week Change: 1.92%    
Year-to-date Change: 12.6%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.38    
Smart Investing & Trading Score: 78
Day Percent Change: -0.05%    
Day Change: -0.02
Week Change: 1.91%    
Year-to-date Change: 12.2%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 60.00    
Smart Investing & Trading Score: 45
Day Percent Change: 1.66%    
Day Change: 0.98
Week Change: 1.91%    
Year-to-date Change: -22.2%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 20.35    
Smart Investing & Trading Score: 83
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: 1.9%    
Year-to-date Change: 5.1%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of Western Alliance BancorporationWAL Western Alliance Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2980.09 Millions
Recent Price: 64.96    
Smart Investing & Trading Score: 83
Day Percent Change: 0.79%    
Day Change: 0.51
Week Change: 1.9%    
Year-to-date Change: -1.3%
WAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAL to Watchlist:       View:      Get Complete WAL Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 66.00    
Smart Investing & Trading Score: 83
Day Percent Change: 1.16%    
Day Change: 0.76
Week Change: 1.9%    
Year-to-date Change: -1.0%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.47    
Smart Investing & Trading Score: 83
Day Percent Change: 0.31%    
Day Change: 0.02
Week Change: 1.89%    
Year-to-date Change: 2.9%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

Stock Chart of General American Investors Company, Inc.GAM General American Investors Company, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.747 Millions
Recent Price: 48.55    
Smart Investing & Trading Score: 100
Day Percent Change: 0.79%    
Day Change: 0.38
Week Change: 1.89%    
Year-to-date Change: 13.0%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM Trend Analysis ➞

Stock Chart of Nuveen Core Equity Alpha FundJCE Nuveen Core Equity Alpha Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 14.32    
Smart Investing & Trading Score: 88
Day Percent Change: 0.28%    
Day Change: 0.04
Week Change: 1.89%    
Year-to-date Change: 5.7%
JCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCE to Watchlist:       View:      Get Complete JCE Trend Analysis ➞

Stock Chart of Adams Diversified Equity Fund, Inc.ADX Adams Diversified Equity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1172.77 Millions
Recent Price: 20.06    
Smart Investing & Trading Score: 88
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 1.88%    
Year-to-date Change: 13.3%
ADX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ADX to Watchlist:       View:      Get Complete ADX Trend Analysis ➞

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