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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 19, 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 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: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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%
APCAAP Acquisition SPAC11.35660.00%1.98%
EZPWEZCORP  Credit Services10.9666-0.95%25.34%
CSLMConsilium Acquisition SPAC11.11650.09%2.02%
SBXCSilverBox Corp SPAC10.53650.00%1.84%
CITECartica Acquisition SPAC11.16650.00%2.29%
GBDCGolub Capital Asset Mgmt16.5965-0.24%9.87%
HUIZHuize Holding Insurance0.63642.75%-29.79%
UFCSUnited Fire Insurance22.03641.94%9.49%
MCIBarings Corporate Closed-End Fund - Debt17.51640.86%-4.99%
COINCoinbase Global Financial Data & Stock Exchanges226.35635.90%31.00%
SLQTSelectQuote  Insurance1.72632.99%25.55%
WTMWhite Mountains Insurance1742.07632.17%15.75%
BLXBanco Latinoamericano Foreign Banks29.56631.30%19.48%
BBVABanco Bilbao Foreign Banks10.96631.20%20.31%
KIOKKR ome Closed-End Fund - Debt13.24630.91%5.33%
ACGLArch Capital Insurance91.39630.84%23.05%
BAPCredicorp  Banks161.88630.55%7.97%
FRABlackRock Floating Closed-End Fund - Debt12.91630.55%1.97%
HTGCHercules Capital Mortgage18.25630.50%9.48%
RENECartesian Growth SPAC11.19630.04%2.24%
BMAYInnovator S&P Exchange Traded Fund35.48630.00%4.75%
DMOWestern Asset Asset Mgmt11.5163-0.09%3.04%
SGOViShares 0 Exchange Traded Fund100.56620.03%0.28%
CFRCullen/Frost Bankers Regional - Southwest Banks109.09611.68%0.55%
VIRTVirtu  Brokerage20.57610.44%1.53%
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 5.93% and is currently outperforming the overall market by 1.74% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 AP Acquisition Corp.APCA AP Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 233 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 66
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: 2.0%
APCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APCA to Watchlist:       View:      Get Complete APCA Trend Analysis ➞

Stock Chart of EZCORP, Inc.EZPW EZCORP, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 236.408 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 66
Day Percent Change: -0.95%    
Day Change: -0.11
Week Change: -2.71%    
Year-to-date Change: 25.3%
EZPW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EZPW to Watchlist:       View:      Get Complete EZPW Trend Analysis ➞

Stock Chart of Consilium Acquisition Corp I, Ltd.CSLM Consilium Acquisition Corp I, Ltd.
Sector: Financials
SubSector: SPAC
MarketCap: 249 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 65
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 2.0%
CSLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSLM to Watchlist:       View:      Get Complete CSLM Trend Analysis ➞

Stock Chart of SilverBox Corp IIISBXC SilverBox Corp III
Sector: Financials
SubSector: SPAC
MarketCap: 174 Millions
Recent Price: 10.53    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.29%    
Year-to-date Change: 1.8%
SBXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBXC to Watchlist:       View:      Get Complete SBXC Trend Analysis ➞

Stock Chart of Cartica Acquisition CorpCITE Cartica Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 308 Millions
Recent Price: 11.16    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: 2.3%
CITE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CITE to Watchlist:       View:      Get Complete CITE 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: 16.59    
Smart Investing & Trading Score: 65
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: -0.66%    
Year-to-date Change: 9.9%
GBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBDC to Watchlist:       View:      Get Complete GBDC Trend Analysis ➞

Stock Chart of Huize Holding LimitedHUIZ Huize Holding Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 37157 Millions
Recent Price: 0.63    
Smart Investing & Trading Score: 64
Day Percent Change: 2.75%    
Day Change: 0.02
Week Change: 5.3%    
Year-to-date Change: -29.8%
HUIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HUIZ to Watchlist:       View:      Get Complete HUIZ Trend Analysis ➞

Stock Chart of United Fire Group, Inc.UFCS United Fire Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 862.812 Millions
Recent Price: 22.03    
Smart Investing & Trading Score: 64
Day Percent Change: 1.94%    
Day Change: 0.42
Week Change: 1.19%    
Year-to-date Change: 9.5%
UFCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFCS to Watchlist:       View:      Get Complete UFCS Trend Analysis ➞

Stock Chart of Barings Corporate InvestorsMCI Barings Corporate Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.607 Millions
Recent Price: 17.51    
Smart Investing & Trading Score: 64
Day Percent Change: 0.86%    
Day Change: 0.15
Week Change: -0.23%    
Year-to-date Change: -5.0%
MCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCI to Watchlist:       View:      Get Complete MCI Trend Analysis ➞

Stock Chart of Coinbase Global, Inc.COIN Coinbase Global, Inc.
Sector: Financials
SubSector: Financial Data & Stock Exchanges
MarketCap: 16390 Millions
Recent Price: 226.35    
Smart Investing & Trading Score: 63
Day Percent Change: 5.90%    
Day Change: 12.62
Week Change: -7.89%    
Year-to-date Change: 31.0%
COIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COIN to Watchlist:       View:      Get Complete COIN Trend Analysis ➞

Stock Chart of SelectQuote, Inc.SLQT SelectQuote, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 38257 Millions
Recent Price: 1.72    
Smart Investing & Trading Score: 63
Day Percent Change: 2.99%    
Day Change: 0.05
Week Change: 0.58%    
Year-to-date Change: 25.6%
SLQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLQT to Watchlist:       View:      Get Complete SLQT Trend Analysis ➞

Stock Chart of White Mountains Insurance Group, Ltd.WTM White Mountains Insurance Group, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2502.62 Millions
Recent Price: 1742.07    
Smart Investing & Trading Score: 63
Day Percent Change: 2.17%    
Day Change: 37.02
Week Change: 3.15%    
Year-to-date Change: 15.8%
WTM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTM to Watchlist:       View:      Get Complete WTM Trend Analysis ➞

Stock Chart of Banco Latinoamericano de Comercio Exterior, S.ABLX Banco Latinoamericano de Comercio Exterior, S.A
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 390.471 Millions
Recent Price: 29.56    
Smart Investing & Trading Score: 63
Day Percent Change: 1.30%    
Day Change: 0.38
Week Change: 0.48%    
Year-to-date Change: 19.5%
BLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLX to Watchlist:       View:      Get Complete BLX Trend Analysis ➞

Stock Chart of Banco Bilbao Vizcaya Argentaria, S.A.BBVA Banco Bilbao Vizcaya Argentaria, S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 23679.6 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 63
Day Percent Change: 1.20%    
Day Change: 0.13
Week Change: 3.89%    
Year-to-date Change: 20.3%
BBVA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBVA to Watchlist:       View:      Get Complete BBVA Trend Analysis ➞

Stock Chart of KKR Income Opportunities FundKIO KKR Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 208.607 Millions
Recent Price: 13.24    
Smart Investing & Trading Score: 63
Day Percent Change: 0.91%    
Day Change: 0.12
Week Change: 0.53%    
Year-to-date Change: 5.3%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 91.39    
Smart Investing & Trading Score: 63
Day Percent Change: 0.84%    
Day Change: 0.76
Week Change: 1.57%    
Year-to-date Change: 23.1%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 161.88    
Smart Investing & Trading Score: 63
Day Percent Change: 0.55%    
Day Change: 0.89
Week Change: -1.96%    
Year-to-date Change: 8.0%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 12.91    
Smart Investing & Trading Score: 63
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: 0.08%    
Year-to-date Change: 2.0%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Hercules Capital, Inc.HTGC Hercules Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 881.039 Millions
Recent Price: 18.25    
Smart Investing & Trading Score: 63
Day Percent Change: 0.50%    
Day Change: 0.09
Week Change: 0.44%    
Year-to-date Change: 9.5%
HTGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTGC to Watchlist:       View:      Get Complete HTGC Trend Analysis ➞

Stock Chart of Cartesian Growth Corporation IIRENE Cartesian Growth Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 307 Millions
Recent Price: 11.19    
Smart Investing & Trading Score: 63
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.13%    
Year-to-date Change: 2.2%
RENE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RENE to Watchlist:       View:      Get Complete RENE Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   MayBMAY Innovator S&P 500 Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.48    
Smart Investing & Trading Score: 63
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.2%    
Year-to-date Change: 4.8%
BMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAY to Watchlist:       View:      Get Complete BMAY Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.51    
Smart Investing & Trading Score: 63
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.32%    
Year-to-date Change: 3.0%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of iShares 0 3 Month Treasury Bond ETFSGOV iShares 0 3 Month Treasury Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 100.56    
Smart Investing & Trading Score: 62
Day Percent Change: 0.03%    
Day Change: 0.03
Week Change: 0.08%    
Year-to-date Change: 0.3%
SGOV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SGOV to Watchlist:       View:      Get Complete SGOV 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: 109.09    
Smart Investing & Trading Score: 61
Day Percent Change: 1.68%    
Day Change: 1.80
Week Change: 1%    
Year-to-date Change: 0.6%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of Virtu Financial, Inc.VIRT Virtu Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4305.15 Millions
Recent Price: 20.57    
Smart Investing & Trading Score: 61
Day Percent Change: 0.44%    
Day Change: 0.09
Week Change: -0.24%    
Year-to-date Change: 1.5%
VIRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRT to Watchlist:       View:      Get Complete VIRT Trend Analysis ➞

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