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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 18, 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 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 6.69 %
 Weekly Performance: 0.14 %
 Daily Performance: 1.07 %
12Stocks.com
Financial Sector Trend
56 / 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 PriceTrend ScoreChange %YTD Change%
MPWMedical Properties REIT4.881002.31%-0.61%
RMRegional Management Credit Services25.291001.71%0.82%
MCBCMacatawa Bank Regional Banks13.911001.61%23.32%
SCMStellus Capital Asset Mgmt13.651000.38%6.23%
MCYMercury General Insurance53.17952.19%42.51%
KRNLKernel  SPAC10.94950.00%1.77%
SCHWCharles Schwab Brokerage73.42931.27%6.72%
HDBHDFC Bank Foreign Banks57.38930.99%-14.49%
FDUSFidus  Asset Mgmt19.71930.20%0.10%
MPABlackRock MuniYield Closed-End Fund - Debt12.2693-1.13%5.42%
OSBCOld Second Regional Banks13.88933.27%-10.10%
WFCWells Fargo Banks58.70902.66%19.26%
ASAASA Gold Asset Mgmt17.22901.35%14.34%
KRBNKraneShares Trust Exchange Traded Fund33.13900.98%-9.08%
AOMRAngel Oak REIT - Mortgage11.25881.44%6.03%
THCPThunder Bridge SPAC10.55880.19%3.23%
GSBDGoldman Sachs Brokerage15.17870.26%3.55%
MHFWestern Asset Closed-End Fund - Debt6.8586-1.01%6.70%
LULufax Holding Credit Services4.29833.00%39.58%
STEPStepStone  Asset Mgmt36.10832.08%13.40%
BMABanco Macro Foreign Banks48.86831.60%70.24%
GDXUMicroSectors Gold Exchange Traded Fund36.98831.45%10.75%
PGRProgressive  Insurance209.75830.30%31.69%
CEFSprott Physical Asset Mgmt22.27830.25%16.32%
VMCAValuence Merger SPAC11.44830.13%2.65%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 6.69% and is currently outperforming the overall market by 1.64% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 56
YTD Performance: 6.69%
**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 [430%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[70%] Grupo Financiero[64%] Yiren Digital[57%]
Fidelis Insurance[53%] First [51%] EverQuote [50%]
Heritage Insurance[46%] Mercury General[43%] Vista Oil[40%]
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
Macatawa Bank[45.1%] Medical Properties[22.3%] James River[8.2%]
GoHealth [6.5%] Bancorp [6.4%] Green Dot[6.3%]
AdvisorShares Pure[6.1%] Morgan Stanley[5.3%] Greene County[5.2%]
Ally [5%] ESSA Bancorp[4.9%] Charles Schwab[4.8%]
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
New York[-71%] Texas Pacific[-62%] Douglas Elliman[-56%]
Hywin [-56%] Fathom [-55%] FRP [-53%]
AlTi Global[-50%] Fanhua [-47%] C&F [-47%]
Orion Office[-46%] RE/MAX [-45%] eHealth [-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
Medical Properties[100] Regional Management[100] Macatawa Bank[100]
Stellus Capital[100] Mercury General[95] Kernel [95]
Charles Schwab[93] HDFC Bank[93] Fidus [93]
BlackRock MuniYield[93] Old Second[93] Wells Fargo[90]
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  40.12561.070.146.69%
IAIBroker-Dealers & Secs 111.22630.790.352.48%
IYFFinancials  90.01480.58-0.65.39%
IYGFinancial Services  62.62490.22-0.934.83%
KRERegional Banking  46.27280.96-0.54-11.75%
VFHFinancials  97.09561.10-0.095.24%
KBEBank  43.59251.15-0.45-5.27%
FASFinancial Bull 3X 96.14633.14-0.0916.32%
FAZFinancial Bear 3X 11.4032-3.06-0.09-16.61%
UYGFinancials  61.62632.140.2411.63%
IATRegional Banks  39.75200.30-1.71-5%
KIEInsurance  48.36581.340.086.94%
EUFNEurope Financials  21.97560.710.344.79%
PGFFinancial Preferred  14.49180.00-1.29-0.62%
 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 Medical Properties Trust, Inc.MPW Medical Properties Trust, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 8586.74 Millions
Recent Price: 4.88    
Smart Investing & Trading Score: 100
Day Percent Change: 2.31%    
Day Change: 0.11
Week Change: 22.31%    
Year-to-date Change: -0.6%
MPW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPW to Watchlist:       View:      Get Complete MPW Trend Analysis ➞

Stock Chart of Regional Management Corp.RM Regional Management Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 148.008 Millions
Recent Price: 25.29    
Smart Investing & Trading Score: 100
Day Percent Change: 1.71%    
Day Change: 0.43
Week Change: 1.14%    
Year-to-date Change: 0.8%
RM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RM to Watchlist:       View:      Get Complete RM Trend Analysis ➞

Stock Chart of Macatawa Bank CorporationMCBC Macatawa Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 264.37 Millions
Recent Price: 13.91    
Smart Investing & Trading Score: 100
Day Percent Change: 1.61%    
Day Change: 0.22
Week Change: 45.05%    
Year-to-date Change: 23.3%
MCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCBC to Watchlist:       View:      Get Complete MCBC Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorporationSCM Stellus Capital Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 127.403 Millions
Recent Price: 13.65    
Smart Investing & Trading Score: 100
Day Percent Change: 0.38%    
Day Change: 0.05
Week Change: 1.87%    
Year-to-date Change: 6.2%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 53.17    
Smart Investing & Trading Score: 95
Day Percent Change: 2.19%    
Day Change: 1.14
Week Change: 4.46%    
Year-to-date Change: 42.5%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 95
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.02%    
Year-to-date Change: 1.8%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 73.42    
Smart Investing & Trading Score: 93
Day Percent Change: 1.27%    
Day Change: 0.92
Week Change: 4.84%    
Year-to-date Change: 6.7%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of HDFC Bank LimitedHDB HDFC Bank Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 29894.1 Millions
Recent Price: 57.38    
Smart Investing & Trading Score: 93
Day Percent Change: 0.99%    
Day Change: 0.56
Week Change: 0.59%    
Year-to-date Change: -14.5%
HDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HDB to Watchlist:       View:      Get Complete HDB Trend Analysis ➞

Stock Chart of Fidus Investment CorporationFDUS Fidus Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 161.003 Millions
Recent Price: 19.71    
Smart Investing & Trading Score: 93
Day Percent Change: 0.20%    
Day Change: 0.04
Week Change: 0.05%    
Year-to-date Change: 0.1%
FDUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDUS to Watchlist:       View:      Get Complete FDUS 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: 12.26    
Smart Investing & Trading Score: 93
Day Percent Change: -1.13%    
Day Change: -0.14
Week Change: 2.17%    
Year-to-date Change: 5.4%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Old Second Bancorp, Inc.OSBC Old Second Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 237.17 Millions
Recent Price: 13.88    
Smart Investing & Trading Score: 93
Day Percent Change: 3.27%    
Day Change: 0.44
Week Change: 3.43%    
Year-to-date Change: -10.1%
OSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OSBC to Watchlist:       View:      Get Complete OSBC Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 58.70    
Smart Investing & Trading Score: 90
Day Percent Change: 2.66%    
Day Change: 1.52
Week Change: 3.95%    
Year-to-date Change: 19.3%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of ASA Gold and Precious Metals LimitedASA ASA Gold and Precious Metals Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 175.503 Millions
Recent Price: 17.22    
Smart Investing & Trading Score: 90
Day Percent Change: 1.35%    
Day Change: 0.23
Week Change: 1.47%    
Year-to-date Change: 14.3%
ASA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASA to Watchlist:       View:      Get Complete ASA Trend Analysis ➞

Stock Chart of KraneShares Trust   KFA Global Carbon ETFKRBN KraneShares Trust KFA Global Carbon ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.13    
Smart Investing & Trading Score: 90
Day Percent Change: 0.98%    
Day Change: 0.32
Week Change: -0.09%    
Year-to-date Change: -9.1%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 11.25    
Smart Investing & Trading Score: 88
Day Percent Change: 1.44%    
Day Change: 0.16
Week Change: 2.09%    
Year-to-date Change: 6.0%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Thunder Bridge Capital Partners IV Inc.THCP Thunder Bridge Capital Partners IV Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 306 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 88
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 1.34%    
Year-to-date Change: 3.2%
THCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THCP to Watchlist:       View:      Get Complete THCP Trend Analysis ➞

Stock Chart of Goldman Sachs BDC, Inc.GSBD Goldman Sachs BDC, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 519.005 Millions
Recent Price: 15.17    
Smart Investing & Trading Score: 87
Day Percent Change: 0.26%    
Day Change: 0.04
Week Change: 1.95%    
Year-to-date Change: 3.6%
GSBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBD to Watchlist:       View:      Get Complete GSBD Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.85    
Smart Investing & Trading Score: 86
Day Percent Change: -1.01%    
Day Change: -0.07
Week Change: 0.74%    
Year-to-date Change: 6.7%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of Lufax Holding LtdLU Lufax Holding Ltd
Sector: Financials
SubSector: Credit Services
MarketCap: 33457 Millions
Recent Price: 4.29    
Smart Investing & Trading Score: 83
Day Percent Change: 3.00%    
Day Change: 0.13
Week Change: 3.5%    
Year-to-date Change: 39.6%
LU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LU to Watchlist:       View:      Get Complete LU Trend Analysis ➞

Stock Chart of StepStone Group Inc.STEP StepStone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 30757 Millions
Recent Price: 36.10    
Smart Investing & Trading Score: 83
Day Percent Change: 2.08%    
Day Change: 0.73
Week Change: 0.12%    
Year-to-date Change: 13.4%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 48.86    
Smart Investing & Trading Score: 83
Day Percent Change: 1.60%    
Day Change: 0.77
Week Change: -5.05%    
Year-to-date Change: 70.2%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of MicroSectors Gold Miners 3X Leveraged ETNsGDXU MicroSectors Gold Miners 3X Leveraged ETNs
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.98    
Smart Investing & Trading Score: 83
Day Percent Change: 1.45%    
Day Change: 0.53
Week Change: -1.44%    
Year-to-date Change: 10.8%
GDXU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDXU to Watchlist:       View:      Get Complete GDXU Trend Analysis ➞

Stock Chart of The Progressive CorporationPGR The Progressive Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 43112 Millions
Recent Price: 209.75    
Smart Investing & Trading Score: 83
Day Percent Change: 0.30%    
Day Change: 0.63
Week Change: 2.87%    
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 Sprott Physical Gold and Silver TrustCEF Sprott Physical Gold and Silver Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 2485.33 Millions
Recent Price: 22.27    
Smart Investing & Trading Score: 83
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 1.25%    
Year-to-date Change: 16.3%
CEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEF to Watchlist:       View:      Get Complete CEF Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.44    
Smart Investing & Trading Score: 83
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: 0.13%    
Year-to-date Change: 2.7%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975
Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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