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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 26, 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 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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%
HELXFranklin Genomic Exchange Traded Fund30.4656-0.06%-0.23%
BRK.ABERKSHIRE HTH-A Insurance611560.00560.05%12.55%
PRUPrudential  Life Insurance111.1856-1.40%7.20%
JQCNuveen Credit Closed-End Fund - Debt5.4456-1.09%4.21%
SKWDSkyward Specialty Insurance - Property & Casualty35.9656-0.72%5.92%
SIGIPSelective Insurance Insurance Property & Casualty18.4656-0.54%5.97%
AIGAmerican  Insurance74.6356-0.45%10.15%
KRBNKraneShares Trust Exchange Traded Fund32.43551.60%-11.00%
ABAllianceBernstein Holding Asset Mgmt33.71550.57%8.64%
NHSNeuberger Berman Asset Mgmt7.95550.25%2.98%
VERYVericity  Life Insurance11.35550.00%1.43%
HPSJohn Hancock Closed-End Fund - Debt14.9555-1.32%5.73%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.4455-0.70%1.99%
BCHBanco de Foreign Banks22.1455-0.67%-4.07%
AGNCNAGNC  Mortgage25.59550.31%3.06%
ROCLRoth Ch SPAC10.85550.18%2.07%
IBTEiShares iBonds Exchange Traded Fund23.94550.04%0.34%
SAFTSafety Insurance Insurance79.0555-3.23%4.03%
JBGSJBG SMITH Property Mgmt15.0955-1.31%-11.29%
JRVRJames River Insurance9.1655-1.29%-0.87%
UEUrban Edge REIT - 16.5855-0.84%-9.40%
CHMGChemung  Regional Banks43.5055-0.68%-12.65%
TPVGTriplePoint Venture Closed-End Fund - Equity9.4755-0.63%-12.80%
DTFDTF Tax-Free Closed-End Fund - Debt10.6955-0.51%-0.56%
DHILDiamond Hill Asset Mgmt150.9855-0.47%-8.82%
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 8.72% and is currently outperforming the overall market by 3.56% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [52%]
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[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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
Office Properties[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.46    
Smart Investing & Trading Score: 56
Day Percent Change: -0.06%    
Day Change: -0.02
Week Change: 3.38%    
Year-to-date Change: -0.2%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 611560.00    
Smart Investing & Trading Score: 56
Day Percent Change: 0.05%    
Day Change: 319.00
Week Change: 0.05%    
Year-to-date Change: 12.6%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of Prudential Financial, Inc.PRU Prudential Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 21001.6 Millions
Recent Price: 111.18    
Smart Investing & Trading Score: 56
Day Percent Change: -1.40%    
Day Change: -1.58
Week Change: 0.52%    
Year-to-date Change: 7.2%
PRU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRU to Watchlist:       View:      Get Complete PRU Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.44    
Smart Investing & Trading Score: 56
Day Percent Change: -1.09%    
Day Change: -0.06
Week Change: 0.55%    
Year-to-date Change: 4.2%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of Skyward Specialty Insurance Group, Inc.SKWD Skyward Specialty Insurance Group, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 936 Millions
Recent Price: 35.96    
Smart Investing & Trading Score: 56
Day Percent Change: -0.72%    
Day Change: -0.26
Week Change: -0.77%    
Year-to-date Change: 5.9%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGIP Selective Insurance Group, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 60157 Millions
Recent Price: 18.46    
Smart Investing & Trading Score: 56
Day Percent Change: -0.54%    
Day Change: -0.10
Week Change: 1.04%    
Year-to-date Change: 6.0%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 74.63    
Smart Investing & Trading Score: 56
Day Percent Change: -0.45%    
Day Change: -0.34
Week Change: 0.54%    
Year-to-date Change: 10.2%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG 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: 32.43    
Smart Investing & Trading Score: 55
Day Percent Change: 1.60%    
Day Change: 0.51
Week Change: 0.4%    
Year-to-date Change: -11.0%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of AllianceBernstein Holding L.P.AB AllianceBernstein Holding L.P.
Sector: Financials
SubSector: Asset Management
MarketCap: 1975.83 Millions
Recent Price: 33.71    
Smart Investing & Trading Score: 55
Day Percent Change: 0.57%    
Day Change: 0.19
Week Change: 2.06%    
Year-to-date Change: 8.6%
AB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AB to Watchlist:       View:      Get Complete AB Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.95    
Smart Investing & Trading Score: 55
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: 0.63%    
Year-to-date Change: 3.0%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 55
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: 1.4%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 14.95    
Smart Investing & Trading Score: 55
Day Percent Change: -1.32%    
Day Change: -0.20
Week Change: 1.42%    
Year-to-date Change: 5.7%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.44    
Smart Investing & Trading Score: 55
Day Percent Change: -0.70%    
Day Change: -0.13
Week Change: 0.33%    
Year-to-date Change: 2.0%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 22.14    
Smart Investing & Trading Score: 55
Day Percent Change: -0.67%    
Day Change: -0.15
Week Change: 0.82%    
Year-to-date Change: -4.1%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.59    
Smart Investing & Trading Score: 55
Day Percent Change: 0.31%    
Day Change: 0.08
Week Change: 1.91%    
Year-to-date Change: 3.1%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of Roth Ch Acquisition V Co.ROCL Roth Ch Acquisition V Co.
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 55
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.09%    
Year-to-date Change: 2.1%
ROCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROCL to Watchlist:       View:      Get Complete ROCL Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2024 Term Treasury ETFIBTE iShares iBonds Dec 2024 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.94    
Smart Investing & Trading Score: 55
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: 0.3%
IBTE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTE to Watchlist:       View:      Get Complete IBTE Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 79.05    
Smart Investing & Trading Score: 55
Day Percent Change: -3.23%    
Day Change: -2.64
Week Change: -3.57%    
Year-to-date Change: 4.0%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of JBG SMITH PropertiesJBGS JBG SMITH Properties
Sector: Financials
SubSector: Property Management
MarketCap: 4335.32 Millions
Recent Price: 15.09    
Smart Investing & Trading Score: 55
Day Percent Change: -1.31%    
Day Change: -0.20
Week Change: 1.68%    
Year-to-date Change: -11.3%
JBGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JBGS to Watchlist:       View:      Get Complete JBGS 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: 9.16    
Smart Investing & Trading Score: 55
Day Percent Change: -1.29%    
Day Change: -0.12
Week Change: -1.93%    
Year-to-date Change: -0.9%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 16.58    
Smart Investing & Trading Score: 55
Day Percent Change: -0.84%    
Day Change: -0.14
Week Change: 1.28%    
Year-to-date Change: -9.4%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 43.50    
Smart Investing & Trading Score: 55
Day Percent Change: -0.68%    
Day Change: -0.30
Week Change: 0%    
Year-to-date Change: -12.7%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG 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: 9.47    
Smart Investing & Trading Score: 55
Day Percent Change: -0.63%    
Day Change: -0.06
Week Change: -0.32%    
Year-to-date Change: -12.8%
TPVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPVG to Watchlist:       View:      Get Complete TPVG Trend Analysis ➞

Stock Chart of DTF Tax-Free Income Inc.DTF DTF Tax-Free Income Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.407 Millions
Recent Price: 10.69    
Smart Investing & Trading Score: 55
Day Percent Change: -0.51%    
Day Change: -0.05
Week Change: -0.19%    
Year-to-date Change: -0.6%
DTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DTF to Watchlist:       View:      Get Complete DTF 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: 150.98    
Smart Investing & Trading Score: 55
Day Percent Change: -0.47%    
Day Change: -0.72
Week Change: 0.1%    
Year-to-date Change: -8.8%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

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