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Best Financial Stocks

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 25, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
MTGMGIC  Insurance20.35650.255.50%
FIFFirst Trust Closed-End Fund - Equity18.35800.2511.48%
EXGEaton Vance Closed-End Fund - Foreign7.93530.252.72%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.98320.25-0.15%
OCSLOaktree Specialty Credit Services19.69520.25-3.57%
ARCCAres Capital  Investments20.791000.243.79%
AGNCNAGNC  Mortgage25.51480.242.74%
NCANuveen California Closed-End Fund - Debt8.75250.23-2.34%
MAINMain Street  Investments48.801000.2312.88%
EBCEastern Bankshares Banks Regional13.11590.23-7.68%
BRKHBurtech Acquisition SPAC11.05480.232.98%
JRVRJames River Insurance9.28550.220.43%
BANRBanner  Regional Banks46.15590.22-13.83%
SUISun Communities REIT120.30590.22-9.99%
DHILDiamond Hill Asset Mgmt151.70550.22-8.39%
EODWells Fargo Closed-End Fund - Equity4.54680.224.61%
NAPRInnovator Nasdaq Exchange Traded Fund44.67550.220.49%
HSTHost Hotels REIT19.33450.21-0.72%
WABCWestamerica Ban Regional Banks47.86600.21-15.16%
SBSISouthside Bancshares Regional Banks28.38590.21-9.39%
SCMStellus Capital Asset Mgmt14.171000.2110.27%
VGMInvesco Trust Closed-End Fund - Debt9.58440.21-3.13%
PNIPIMCO New Closed-End Fund - Debt7.17170.21-5.60%
ENXEaton Vance Asset Mgmt9.53250.21-1.24%
PFEBInnovator S&P Exchange Traded Fund33.81660.213.52%
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 9.36% and is currently outperforming the overall market by 3.7% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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
B. Riley[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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
B. Riley[100] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
BOK [100] Cullen/Frost Bankers[100] OneMain [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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91680.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 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 MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 20.35    
Smart Investing & Trading Score: 65
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 2.62%    
Year-to-date Change: 5.5%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG Trend Analysis ➞

Stock Chart of First Trust Energy Infrastructure FundFIF First Trust Energy Infrastructure Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 135.347 Millions
Recent Price: 18.35    
Smart Investing & Trading Score: 80
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 1.66%    
Year-to-date Change: 11.5%
FIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIF to Watchlist:       View:      Get Complete FIF Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Diversified Equity Income FundEXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 1635.47 Millions
Recent Price: 7.93    
Smart Investing & Trading Score: 53
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: 1.8%    
Year-to-date Change: 2.7%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 32
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: 0.45%    
Year-to-date Change: -0.2%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.69    
Smart Investing & Trading Score: 52
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: -0.43%    
Year-to-date Change: -3.6%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Ares Capital CorporationARCC Ares Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 4478.8 Millions
Recent Price: 20.79    
Smart Investing & Trading Score: 100
Day Percent Change: 0.24%    
Day Change: 0.05
Week Change: 0.97%    
Year-to-date Change: 3.8%
ARCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARCC to Watchlist:       View:      Get Complete ARCC Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.51    
Smart Investing & Trading Score: 48
Day Percent Change: 0.24%    
Day Change: 0.06
Week Change: 1.59%    
Year-to-date Change: 2.7%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

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: 8.75    
Smart Investing & Trading Score: 25
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 1.16%    
Year-to-date Change: -2.3%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of Main Street Capital CorporationMAIN Main Street Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1355.7 Millions
Recent Price: 48.80    
Smart Investing & Trading Score: 100
Day Percent Change: 0.23%    
Day Change: 0.11
Week Change: 2.48%    
Year-to-date Change: 12.9%
MAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAIN to Watchlist:       View:      Get Complete MAIN Trend Analysis ➞

Stock Chart of Eastern Bankshares, Inc.EBC Eastern Bankshares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 30057 Millions
Recent Price: 13.11    
Smart Investing & Trading Score: 59
Day Percent Change: 0.23%    
Day Change: 0.03
Week Change: 3.68%    
Year-to-date Change: -7.7%
EBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBC to Watchlist:       View:      Get Complete EBC Trend Analysis ➞

Stock Chart of Burtech Acquisition Corp.BRKH Burtech Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 182 Millions
Recent Price: 11.05    
Smart Investing & Trading Score: 48
Day Percent Change: 0.23%    
Day Change: 0.03
Week Change: 0.65%    
Year-to-date Change: 3.0%
BRKH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKH to Watchlist:       View:      Get Complete BRKH Trend Analysis ➞

Stock Chart of James River Group Holdings, Ltd.JRVR James River Group Holdings, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 978.312 Millions
Recent Price: 9.28    
Smart Investing & Trading Score: 55
Day Percent Change: 0.22%    
Day Change: 0.02
Week Change: -0.64%    
Year-to-date Change: 0.4%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR Trend Analysis ➞

Stock Chart of Banner CorporationBANR Banner Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1187.09 Millions
Recent Price: 46.15    
Smart Investing & Trading Score: 59
Day Percent Change: 0.22%    
Day Change: 0.10
Week Change: 2.69%    
Year-to-date Change: -13.8%
BANR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANR to Watchlist:       View:      Get Complete BANR Trend Analysis ➞

Stock Chart of Sun Communities, Inc.SUI Sun Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11280.5 Millions
Recent Price: 120.30    
Smart Investing & Trading Score: 59
Day Percent Change: 0.22%    
Day Change: 0.26
Week Change: 2.22%    
Year-to-date Change: -10.0%
SUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUI to Watchlist:       View:      Get Complete SUI 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: 151.70    
Smart Investing & Trading Score: 55
Day Percent Change: 0.22%    
Day Change: 0.33
Week Change: 0.58%    
Year-to-date Change: -8.4%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity FundEOD Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 4.54    
Smart Investing & Trading Score: 68
Day Percent Change: 0.22%    
Day Change: 0.01
Week Change: 2.71%    
Year-to-date Change: 4.6%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   AprilNAPR Innovator Nasdaq 100 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.67    
Smart Investing & Trading Score: 55
Day Percent Change: 0.22%    
Day Change: 0.10
Week Change: 1.99%    
Year-to-date Change: 0.5%
NAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAPR to Watchlist:       View:      Get Complete NAPR Trend Analysis ➞

Stock Chart of Host Hotels & Resorts, Inc.HST Host Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 8253.74 Millions
Recent Price: 19.33    
Smart Investing & Trading Score: 45
Day Percent Change: 0.21%    
Day Change: 0.04
Week Change: 3.31%    
Year-to-date Change: -0.7%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of Westamerica BancorporationWABC Westamerica Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1557.69 Millions
Recent Price: 47.86    
Smart Investing & Trading Score: 60
Day Percent Change: 0.21%    
Day Change: 0.10
Week Change: 2.31%    
Year-to-date Change: -15.2%
WABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WABC to Watchlist:       View:      Get Complete WABC Trend Analysis ➞

Stock Chart of Southside Bancshares, Inc.SBSI Southside Bancshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 971.259 Millions
Recent Price: 28.38    
Smart Investing & Trading Score: 59
Day Percent Change: 0.21%    
Day Change: 0.06
Week Change: 0.71%    
Year-to-date Change: -9.4%
SBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBSI to Watchlist:       View:      Get Complete SBSI Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorporationSCM Stellus Capital Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 127.403 Millions
Recent Price: 14.17    
Smart Investing & Trading Score: 100
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 1.65%    
Year-to-date Change: 10.3%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.58    
Smart Investing & Trading Score: 44
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.95%    
Year-to-date Change: -3.1%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 17
Day Percent Change: 0.21%    
Day Change: 0.01
Week Change: 0.07%    
Year-to-date Change: -5.6%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of Eaton Vance New York Municipal Bond FundENX Eaton Vance New York Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 187.303 Millions
Recent Price: 9.53    
Smart Investing & Trading Score: 25
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.11%    
Year-to-date Change: -1.2%
ENX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENX to Watchlist:       View:      Get Complete ENX Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.81    
Smart Investing & Trading Score: 66
Day Percent Change: 0.21%    
Day Change: 0.07
Week Change: 1.2%    
Year-to-date Change: 3.5%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB Trend Analysis ➞

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