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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 20, 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 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
12Stocks.com
Financial Sector Trend
63 / 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 %Weekly Change%
PDOPimco Dynamic Closed-End Fund - Debt12.70420.55%0.55%
UNBUnion Bankshares Regional Banks27.60171.96%0.55%
UEUrban Edge REIT - 16.37421.05%0.55%
AELAmerican Equity Life Insurance55.40380.47%0.54%
BPOPPopular  Foreign Banks83.20321.67%0.54%
HTBIHomeTrust Bancshares Regional Banks24.30321.46%0.54%
NMIHNMI  Insurance30.03321.49%0.54%
EFTEaton Vance Closed-End Fund - Debt13.3533-0.37%0.53%
EQBKEquity Bancshares Regional Banks32.42424.14%0.53%
KRNYKearny  S&L5.84525.42%0.52%
BRK.ABERKSHIRE HTH-A Insurance611244.00630.82%0.52%
CHNChina Fund Closed-End Fund - Foreign9.7354-0.97%0.52%
BWBBPBridgewater Bancshares Banks - Regional17.7535-0.28%0.51%
OLPOne Liberty REIT - 22.14681.79%0.50%
EVFEaton Vance Closed-End Fund - Debt6.37280.47%0.47%
NUVNuveen Municipal Closed-End Fund - Debt8.51250.47%0.47%
PEBKPeoples Bancorp Regional Banks27.7555-0.18%0.47%
BDNBrandywine Realty REIT - 4.38473.30%0.46%
MTGMGIC  Insurance19.83451.28%0.46%
RVSBRiverview Bancorp S&L4.36422.35%0.46%
PWPPerella Weinberg Capital Markets15.2978-0.07%0.46%
JWSMJaws Mustang SPAC11.00420.46%0.46%
BRK.BBERKSHIRE HTH-B Insurance405.08630.65%0.45%
DHFBNY  Closed-End Fund - Debt2.30250.00%0.44%
PCQPIMCO California Closed-End Fund - Debt9.1128-1.30%0.44%
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 7.39% and is currently outperforming the overall market by 4.01% 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: 63
YTD Performance: 7.39%
**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 [394%] Hippo [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Hywin [-57%] Fathom [-57%]
FRP [-52%] AlTi Global[-49%] eHealth [-49%]
Fanhua [-47%] Upstart [-46%] C&F [-46%]
.
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
BancFirst [100] Old Second[100] Angel Oak[100]
Tejon Ranch[100] United Fire[100] Victory Capital[100]
Wells Fargo[100] Macatawa Bank[100] Amerisafe [100]
ASA Gold[100] Stellus Capital[100] Golub Capital[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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30631.400.836.9%
IYGFinancial Services  63.42631.190.336.16%
KRERegional Banking  47.32422.621.72-9.75%
IXGGlobal Financials  82.86630.640.245.45%
VFHFinancials  97.75631.400.595.95%
KBEBank  44.41422.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74552.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47421.590.13-7.54%
EUFNEurope Financials  21.95630.370.274.72%
PGFFinancial Preferred  14.53250.55-1.02-0.34%
 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 Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 12.70    
Smart Investing & Trading Score: 42
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: 0.55%    
Year-to-date Change: 4.4%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Union Bankshares, Inc.UNB Union Bankshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 130.499 Millions
Recent Price: 27.60    
Smart Investing & Trading Score: 17
Day Percent Change: 1.96%    
Day Change: 0.53
Week Change: 0.55%    
Year-to-date Change: -10.0%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 16.37    
Smart Investing & Trading Score: 42
Day Percent Change: 1.05%    
Day Change: 0.17
Week Change: 0.55%    
Year-to-date Change: -10.6%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of American Equity Investment Life Holding CompanyAEL American Equity Investment Life Holding Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 1304.46 Millions
Recent Price: 55.40    
Smart Investing & Trading Score: 38
Day Percent Change: 0.47%    
Day Change: 0.26
Week Change: 0.54%    
Year-to-date Change: -0.7%
AEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEL to Watchlist:       View:      Get Complete AEL Trend Analysis ➞

Stock Chart of Popular, Inc.BPOP Popular, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 2671.99 Millions
Recent Price: 83.20    
Smart Investing & Trading Score: 32
Day Percent Change: 1.67%    
Day Change: 1.37
Week Change: 0.54%    
Year-to-date Change: 1.4%
BPOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPOP to Watchlist:       View:      Get Complete BPOP Trend Analysis ➞

Stock Chart of HomeTrust Bancshares, Inc.HTBI HomeTrust Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 238.899 Millions
Recent Price: 24.30    
Smart Investing & Trading Score: 32
Day Percent Change: 1.46%    
Day Change: 0.35
Week Change: 0.54%    
Year-to-date Change: -9.7%
HTBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTBI to Watchlist:       View:      Get Complete HTBI Trend Analysis ➞

Stock Chart of NMI Holdings, Inc.NMIH NMI Holdings, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 816.018 Millions
Recent Price: 30.03    
Smart Investing & Trading Score: 32
Day Percent Change: 1.49%    
Day Change: 0.44
Week Change: 0.54%    
Year-to-date Change: 1.2%
NMIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMIH to Watchlist:       View:      Get Complete NMIH Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.707 Millions
Recent Price: 13.35    
Smart Investing & Trading Score: 33
Day Percent Change: -0.37%    
Day Change: -0.05
Week Change: 0.53%    
Year-to-date Change: 6.4%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Equity Bancshares, Inc.EQBK Equity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 272.87 Millions
Recent Price: 32.42    
Smart Investing & Trading Score: 42
Day Percent Change: 4.14%    
Day Change: 1.29
Week Change: 0.53%    
Year-to-date Change: -4.4%
EQBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQBK to Watchlist:       View:      Get Complete EQBK Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 52
Day Percent Change: 5.42%    
Day Change: 0.30
Week Change: 0.52%    
Year-to-date Change: -34.9%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 611244.00    
Smart Investing & Trading Score: 63
Day Percent Change: 0.82%    
Day Change: 4942.00
Week Change: 0.52%    
Year-to-date Change: 12.5%
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 The China Fund, Inc.CHN The China Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 176.047 Millions
Recent Price: 9.73    
Smart Investing & Trading Score: 54
Day Percent Change: -0.97%    
Day Change: -0.09
Week Change: 0.52%    
Year-to-date Change: -4.2%
CHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHN to Watchlist:       View:      Get Complete CHN Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 17.75    
Smart Investing & Trading Score: 35
Day Percent Change: -0.28%    
Day Change: -0.05
Week Change: 0.51%    
Year-to-date Change: -6.6%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of One Liberty Properties, Inc.OLP One Liberty Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 378.353 Millions
Recent Price: 22.14    
Smart Investing & Trading Score: 68
Day Percent Change: 1.79%    
Day Change: 0.39
Week Change: 0.5%    
Year-to-date Change: 1.1%
OLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OLP to Watchlist:       View:      Get Complete OLP Trend Analysis ➞

Stock Chart of Eaton Vance Senior Income TrustEVF Eaton Vance Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 153.707 Millions
Recent Price: 6.37    
Smart Investing & Trading Score: 28
Day Percent Change: 0.47%    
Day Change: 0.03
Week Change: 0.47%    
Year-to-date Change: 1.0%
EVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVF to Watchlist:       View:      Get Complete EVF Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.51    
Smart Investing & Trading Score: 25
Day Percent Change: 0.47%    
Day Change: 0.04
Week Change: 0.47%    
Year-to-date Change: -1.1%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Peoples Bancorp of North Carolina, Inc.PEBK Peoples Bancorp of North Carolina, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 180.759 Millions
Recent Price: 27.75    
Smart Investing & Trading Score: 55
Day Percent Change: -0.18%    
Day Change: -0.05
Week Change: 0.47%    
Year-to-date Change: -10.3%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK Trend Analysis ➞

Stock Chart of Brandywine Realty TrustBDN Brandywine Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1688.13 Millions
Recent Price: 4.38    
Smart Investing & Trading Score: 47
Day Percent Change: 3.30%    
Day Change: 0.14
Week Change: 0.46%    
Year-to-date Change: -18.9%
BDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDN to Watchlist:       View:      Get Complete BDN Trend Analysis ➞

Stock Chart of MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 19.83    
Smart Investing & Trading Score: 45
Day Percent Change: 1.28%    
Day Change: 0.25
Week Change: 0.46%    
Year-to-date Change: 2.8%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG Trend Analysis ➞

Stock Chart of Riverview Bancorp, Inc.RVSB Riverview Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 128.83 Millions
Recent Price: 4.36    
Smart Investing & Trading Score: 42
Day Percent Change: 2.35%    
Day Change: 0.10
Week Change: 0.46%    
Year-to-date Change: -31.9%
RVSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVSB to Watchlist:       View:      Get Complete RVSB Trend Analysis ➞

Stock Chart of Perella Weinberg PartnersPWP Perella Weinberg Partners
Sector: Financials
SubSector: Capital Markets
MarketCap: 705 Millions
Recent Price: 15.29    
Smart Investing & Trading Score: 78
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 0.46%    
Year-to-date Change: 23.8%
PWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PWP to Watchlist:       View:      Get Complete PWP Trend Analysis ➞

Stock Chart of Jaws Mustang Acquisition CorporationJWSM Jaws Mustang Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 42
Day Percent Change: 0.46%    
Day Change: 0.05
Week Change: 0.46%    
Year-to-date Change: -0.3%
JWSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JWSM to Watchlist:       View:      Get Complete JWSM Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 405.08    
Smart Investing & Trading Score: 63
Day Percent Change: 0.65%    
Day Change: 2.62
Week Change: 0.45%    
Year-to-date Change: 13.4%
BRK.B Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.B to Watchlist:       View:      Get Complete BRK.B Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.30    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.44%    
Year-to-date Change: 0.4%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.11    
Smart Investing & Trading Score: 28
Day Percent Change: -1.30%    
Day Change: -0.12
Week Change: 0.44%    
Year-to-date Change: -2.3%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

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