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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
April 25, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 46 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.14 %
 Weekly Performance: 0.69 %
 Daily Performance: -1.12 %
12Stocks.com
Financial Sector Trend
46 / 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%
FHNFirst Horizon Regional Banks14.7658-1.144.24%
CUBECubeSmart  REIT - Industrial41.6428-1.14-10.16%
PGRProgressive  Insurance209.7851-1.1431.71%
AFLAflac  Insurance83.3142-1.150.98%
TBLDThornburg ome Closed-End Fund - Equity15.3018-1.16-1.80%
FCNCPFirst Citizens Banks Regional20.9537-1.163.33%
STEPStepStone  Asset Mgmt35.3836-1.1611.10%
SITCSITE Centers REIT - Retail13.6046-1.16-0.22%
EXGEaton Vance Closed-End Fund - Foreign7.8446-1.161.53%
HIGHartford  Insurance98.7053-1.1622.79%
ESNTEssent  Mortgage53.5317-1.171.51%
FHBFirst Hawaiian Regional Banks21.95100-1.17-3.98%
ELSEquity LifeStyle REIT60.6017-1.17-14.09%
CINFCinnati  Insurance118.5243-1.1714.56%
FRPHFRP  Property Mgmt30.3425-1.17-51.75%
CBNKCapital Bancorp S&L19.2735-1.18-20.37%
TPLTexas Pacific Real Estatet582.0542-1.18-62.98%
AXPAmerican Express Credit Services236.2788-1.1926.12%
NIEAllianzGI Equity Asset Mgmt21.5856-1.193.20%
ISDPGIM High Closed-End Fund - Debt12.3332-1.200.08%
EFSCEnterprise  Regional - Southwest Banks38.6617-1.20-13.42%
NNINelnet  Credit Services93.8176-1.206.33%
WTFCWintrust  Regional Banks98.9386-1.206.66%
ROICRetail Opportunity REIT - Retail12.2567-1.21-12.69%
MPABlackRock MuniYield Closed-End Fund - Debt12.2593-1.215.33%
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 8.14% and is currently outperforming the overall market by 3.89% 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: Not Good
Overall Trend Score: 46
YTD Performance: 8.14%
**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 [465%] Hippo [126%] Gladstone Capital[99%]
Banco Macro[75%] Grupo Financiero[74%] Banco BBVA[67%]
Yiren Digital[63%] Heritage Insurance[59%] Fidelis Insurance[55%]
EverQuote [53%] First [51%] Lufax Holding[47%]
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[49.7%] Oportun [41%] Globe Life[14.7%]
Root [14.3%] Provident Bancorp[13.7%] Deutsche Bank[12.2%]
First Citizens[11.9%] TOP [11.5%] Cipher Mining[11.3%]
Trustmark [10.9%] Barclays [10.2%] Bank of N.T. Butterfield & Son[9.5%]
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
Office Properties[-73%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] Upstart [-45%]
.
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
Deutsche Bank[100] Virtu [100] Trustmark [100]
B. Riley[100] TCG BDC[100] Third Coast[100]
LCNB [100] UDR [100] Fidus [100]
Equity Residential[100] Capital Southwest[100] Main Street[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  40.6646-1.120.698.14%
IAIBroker-Dealers & Secs 111.3633-1.360.32.61%
KBEBank  45.2048-1.641.79-1.77%
FASFinancial Bull 3X 99.6148-3.481.7220.52%
FAZFinancial Bear 3X 11.00473.68-1.79-19.53%
UYGFinancials  63.1356-2.491.1114.37%
KIEInsurance  49.0051-1.35-0.168.36%
 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 First Horizon National CorporationFHN First Horizon National Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2661.05 Millions
Recent Price: 14.76    
Smart Investing & Trading Score: 58
Day Percent Change: -1.14%    
Day Change: -0.17
Week Change: 0.89%    
Year-to-date Change: 4.2%
FHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHN to Watchlist:       View:      Get Complete FHN Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 41.64    
Smart Investing & Trading Score: 28
Day Percent Change: -1.14%    
Day Change: -0.48
Week Change: -0.98%    
Year-to-date Change: -10.2%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of The Progressive CorporationPGR The Progressive Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 43112 Millions
Recent Price: 209.78    
Smart Investing & Trading Score: 51
Day Percent Change: -1.14%    
Day Change: -2.42
Week Change: -2.29%    
Year-to-date Change: 31.7%
PGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGR to Watchlist:       View:      Get Complete PGR Trend Analysis ➞

Stock Chart of Aflac IncorporatedAFL Aflac Incorporated
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 22706 Millions
Recent Price: 83.31    
Smart Investing & Trading Score: 42
Day Percent Change: -1.15%    
Day Change: -0.97
Week Change: 0.1%    
Year-to-date Change: 1.0%
AFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFL to Watchlist:       View:      Get Complete AFL Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 489 Millions
Recent Price: 15.30    
Smart Investing & Trading Score: 18
Day Percent Change: -1.16%    
Day Change: -0.18
Week Change: -0.58%    
Year-to-date Change: -1.8%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCP First Citizens BancShares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 60157 Millions
Recent Price: 20.95    
Smart Investing & Trading Score: 37
Day Percent Change: -1.16%    
Day Change: -0.25
Week Change: 0.31%    
Year-to-date Change: 3.3%
FCNCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCP to Watchlist:       View:      Get Complete FCNCP Trend Analysis ➞

Stock Chart of StepStone Group Inc.STEP StepStone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 30757 Millions
Recent Price: 35.38    
Smart Investing & Trading Score: 36
Day Percent Change: -1.16%    
Day Change: -0.41
Week Change: -0.1%    
Year-to-date Change: 11.1%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of SITE Centers Corp.SITC SITE Centers Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1449.54 Millions
Recent Price: 13.60    
Smart Investing & Trading Score: 46
Day Percent Change: -1.16%    
Day Change: -0.16
Week Change: -0.37%    
Year-to-date Change: -0.2%
SITC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SITC to Watchlist:       View:      Get Complete SITC 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: 7.84    
Smart Investing & Trading Score: 46
Day Percent Change: -1.16%    
Day Change: -0.09
Week Change: 0.62%    
Year-to-date Change: 1.5%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG Trend Analysis ➞

Stock Chart of The Hartford Financial Services Group, Inc.HIG The Hartford Financial Services Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12582.8 Millions
Recent Price: 98.70    
Smart Investing & Trading Score: 53
Day Percent Change: -1.16%    
Day Change: -1.16
Week Change: -0.25%    
Year-to-date Change: 22.8%
HIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIG to Watchlist:       View:      Get Complete HIG Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 53.53    
Smart Investing & Trading Score: 17
Day Percent Change: -1.17%    
Day Change: -0.64
Week Change: 0.14%    
Year-to-date Change: 1.5%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of First Hawaiian, Inc.FHB First Hawaiian, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2398.99 Millions
Recent Price: 21.95    
Smart Investing & Trading Score: 100
Day Percent Change: -1.17%    
Day Change: -0.26
Week Change: 4.52%    
Year-to-date Change: -4.0%
FHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHB to Watchlist:       View:      Get Complete FHB Trend Analysis ➞

Stock Chart of Equity LifeStyle Properties, Inc.ELS Equity LifeStyle Properties, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 9570.61 Millions
Recent Price: 60.60    
Smart Investing & Trading Score: 17
Day Percent Change: -1.17%    
Day Change: -0.72
Week Change: -3.4%    
Year-to-date Change: -14.1%
ELS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ELS to Watchlist:       View:      Get Complete ELS Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 118.52    
Smart Investing & Trading Score: 43
Day Percent Change: -1.17%    
Day Change: -1.40
Week Change: -1.19%    
Year-to-date Change: 14.6%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF Trend Analysis ➞

Stock Chart of FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 30.34    
Smart Investing & Trading Score: 25
Day Percent Change: -1.17%    
Day Change: -0.36
Week Change: -0.07%    
Year-to-date Change: -51.8%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 35
Day Percent Change: -1.18%    
Day Change: -0.23
Week Change: -1.56%    
Year-to-date Change: -20.4%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK 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: 582.05    
Smart Investing & Trading Score: 42
Day Percent Change: -1.18%    
Day Change: -6.96
Week Change: -0.09%    
Year-to-date Change: -63.0%
TPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPL to Watchlist:       View:      Get Complete TPL Trend Analysis ➞

Stock Chart of American Express CompanyAXP American Express Company
Sector: Financials
SubSector: Credit Services
MarketCap: 68388 Millions
Recent Price: 236.27    
Smart Investing & Trading Score: 88
Day Percent Change: -1.19%    
Day Change: -2.85
Week Change: 2.26%    
Year-to-date Change: 26.1%
AXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXP to Watchlist:       View:      Get Complete AXP Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.58    
Smart Investing & Trading Score: 56
Day Percent Change: -1.19%    
Day Change: -0.26
Week Change: 0.94%    
Year-to-date Change: 3.2%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.33    
Smart Investing & Trading Score: 32
Day Percent Change: -1.20%    
Day Change: -0.15
Week Change: 0.08%    
Year-to-date Change: 0.1%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Enterprise Financial Services CorpEFSC Enterprise Financial Services Corp
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 770.165 Millions
Recent Price: 38.66    
Smart Investing & Trading Score: 17
Day Percent Change: -1.20%    
Day Change: -0.47
Week Change: -2.57%    
Year-to-date Change: -13.4%
EFSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFSC to Watchlist:       View:      Get Complete EFSC Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 93.81    
Smart Investing & Trading Score: 76
Day Percent Change: -1.20%    
Day Change: -1.13
Week Change: -1.59%    
Year-to-date Change: 6.3%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

Stock Chart of Wintrust Financial CorporationWTFC Wintrust Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1942.6 Millions
Recent Price: 98.93    
Smart Investing & Trading Score: 86
Day Percent Change: -1.20%    
Day Change: -1.20
Week Change: 1.66%    
Year-to-date Change: 6.7%
WTFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTFC to Watchlist:       View:      Get Complete WTFC Trend Analysis ➞

Stock Chart of Retail Opportunity Investments Corp.ROIC Retail Opportunity Investments Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 943.414 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 67
Day Percent Change: -1.21%    
Day Change: -0.15
Week Change: -0.24%    
Year-to-date Change: -12.7%
ROIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROIC to Watchlist:       View:      Get Complete ROIC Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 93
Day Percent Change: -1.21%    
Day Change: -0.15
Week Change: 0.57%    
Year-to-date Change: 5.3%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

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