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Best Financial Stocks

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 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
SCDLMP Capital Closed-End Fund - Equity15.0293-0.40%7.21%
NBXGNeuberger Berman Closed-End Fund - Equity11.70630.60%7.21%
CFGCitizens  Regional Banks35.521001.57%7.18%
STCStewart Information Insurance62.9578-1.02%7.15%
HPSJohn Hancock Closed-End Fund - Debt15.15620.33%7.14%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.2946-0.25%7.07%
AMGAffiliated Managers Asset Mgmt162.07610.37%7.03%
HPFJohn Hancock Closed-End Fund - Debt16.881001.02%6.97%
BGRBlackRock Energy Closed-End Fund - Equity13.3061-0.30%6.83%
GGNGAMCO Global  Investments4.0144-0.64%6.76%
HLIHoulihan Lokey Brokerage128.0073-1.33%6.75%
VIRSPacer BioThreat Exchange Traded Fund34.55580.40%6.70%
SKWDSkyward Specialty Insurance - Property & Casualty36.2263-0.82%6.69%
XHRXenia Hotels REIT14.5368-0.07%6.68%
MPABlackRock MuniYield Closed-End Fund - Debt12.40930.57%6.62%
ETYEaton Vance Closed-End Fund - Equity12.9948-0.08%6.56%
SPUSSP Funds Exchange Traded Fund36.46580.14%6.55%
SIGIPSelective Insurance Insurance Property & Casualty18.56700.87%6.54%
EFTEaton Vance Closed-End Fund - Debt13.3721-0.22%6.53%
CHICalamos Convertible Closed-End Fund - Debt11.0363-0.63%6.47%
CTRECareTrust REIT REIT23.8168-0.38%6.39%
IVViShares Core Exchange Traded Fund507.9763-0.04%6.35%
ADXAdams Diversified Closed-End Fund - Equity18.83480.11%6.32%
BKLCBNY  Exchange Traded Fund96.0458-0.04%6.29%
LYGLloyds Banking Foreign Banks2.5468-0.78%6.28%
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 9.36% and is currently outperforming the overall market by 3.7% 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: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
BOK [100] Cullen/Frost Bankers[100] OneMain [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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91680.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 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 LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 15.02    
Smart Investing & Trading Score: 93
Day Percent Change: -0.40%    
Day Change: -0.06
Week Change: 4.74%    
Year-to-date Change: 7.2%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of Neuberger Berman Next Generation Connectivity Fund Inc.NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 859 Millions
Recent Price: 11.70    
Smart Investing & Trading Score: 63
Day Percent Change: 0.60%    
Day Change: 0.07
Week Change: 2.9%    
Year-to-date Change: 7.2%
NBXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBXG to Watchlist:       View:      Get Complete NBXG Trend Analysis ➞

Stock Chart of Citizens Financial Group, Inc.CFG Citizens Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 8225.19 Millions
Recent Price: 35.52    
Smart Investing & Trading Score: 100
Day Percent Change: 1.57%    
Day Change: 0.55
Week Change: 4.5%    
Year-to-date Change: 7.2%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of Stewart Information Services CorporationSTC Stewart Information Services Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 629.912 Millions
Recent Price: 62.95    
Smart Investing & Trading Score: 78
Day Percent Change: -1.02%    
Day Change: -0.65
Week Change: 4.02%    
Year-to-date Change: 7.2%
STC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STC to Watchlist:       View:      Get Complete STC 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: 15.15    
Smart Investing & Trading Score: 62
Day Percent Change: 0.33%    
Day Change: 0.05
Week Change: 2.78%    
Year-to-date Change: 7.1%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.29    
Smart Investing & Trading Score: 46
Day Percent Change: -0.25%    
Day Change: -0.04
Week Change: 0.04%    
Year-to-date Change: 7.1%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 162.07    
Smart Investing & Trading Score: 61
Day Percent Change: 0.37%    
Day Change: 0.60
Week Change: 2.25%    
Year-to-date Change: 7.0%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIHPF John Hancock Preferred Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 269.407 Millions
Recent Price: 16.88    
Smart Investing & Trading Score: 100
Day Percent Change: 1.02%    
Day Change: 0.17
Week Change: 3.62%    
Year-to-date Change: 7.0%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 61
Day Percent Change: -0.30%    
Day Change: -0.04
Week Change: 0.83%    
Year-to-date Change: 6.8%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.01    
Smart Investing & Trading Score: 44
Day Percent Change: -0.64%    
Day Change: -0.03
Week Change: -1.62%    
Year-to-date Change: 6.8%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of Houlihan Lokey, Inc.HLI Houlihan Lokey, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 3352.65 Millions
Recent Price: 128.00    
Smart Investing & Trading Score: 73
Day Percent Change: -1.33%    
Day Change: -1.72
Week Change: 3.42%    
Year-to-date Change: 6.8%
HLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLI to Watchlist:       View:      Get Complete HLI Trend Analysis ➞

Stock Chart of Pacer BioThreat Strategy ETFVIRS Pacer BioThreat Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.55    
Smart Investing & Trading Score: 58
Day Percent Change: 0.40%    
Day Change: 0.14
Week Change: 1.84%    
Year-to-date Change: 6.7%
VIRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRS to Watchlist:       View:      Get Complete VIRS 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: 36.22    
Smart Investing & Trading Score: 63
Day Percent Change: -0.82%    
Day Change: -0.30
Week Change: -0.06%    
Year-to-date Change: 6.7%
SKWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKWD to Watchlist:       View:      Get Complete SKWD Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 14.53    
Smart Investing & Trading Score: 68
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 3.79%    
Year-to-date Change: 6.7%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR 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: 12.40    
Smart Investing & Trading Score: 93
Day Percent Change: 0.57%    
Day Change: 0.07
Week Change: 1.81%    
Year-to-date Change: 6.6%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Diversified Equity Income FundETY Eaton Vance Tax-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1228.97 Millions
Recent Price: 12.99    
Smart Investing & Trading Score: 48
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 1.17%    
Year-to-date Change: 6.6%
ETY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETY to Watchlist:       View:      Get Complete ETY Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.46    
Smart Investing & Trading Score: 58
Day Percent Change: 0.14%    
Day Change: 0.05
Week Change: 2.56%    
Year-to-date Change: 6.6%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS 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: 18.56    
Smart Investing & Trading Score: 70
Day Percent Change: 0.87%    
Day Change: 0.16
Week Change: 1.59%    
Year-to-date Change: 6.5%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP 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: 13.37    
Smart Investing & Trading Score: 21
Day Percent Change: -0.22%    
Day Change: -0.03
Week Change: 0.15%    
Year-to-date Change: 6.5%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Calamos Convertible Opportunities and Income FundCHI Calamos Convertible Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 503.507 Millions
Recent Price: 11.03    
Smart Investing & Trading Score: 63
Day Percent Change: -0.63%    
Day Change: -0.07
Week Change: 2.08%    
Year-to-date Change: 6.5%
CHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHI to Watchlist:       View:      Get Complete CHI Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 23.81    
Smart Investing & Trading Score: 68
Day Percent Change: -0.38%    
Day Change: -0.09
Week Change: 0.51%    
Year-to-date Change: 6.4%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE Trend Analysis ➞

Stock Chart of iShares Core S&P 500 ETFIVV iShares Core S&P 500 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 167045 Millions
Recent Price: 507.97    
Smart Investing & Trading Score: 63
Day Percent Change: -0.04%    
Day Change: -0.20
Week Change: 2.1%    
Year-to-date Change: 6.4%
IVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVV to Watchlist:       View:      Get Complete IVV Trend Analysis ➞

Stock Chart of Adams Diversified Equity Fund, Inc.ADX Adams Diversified Equity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1172.77 Millions
Recent Price: 18.83    
Smart Investing & Trading Score: 48
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: 2.39%    
Year-to-date Change: 6.3%
ADX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ADX to Watchlist:       View:      Get Complete ADX Trend Analysis ➞

Stock Chart of BNY Mellon US Large Cap Core Equity ETFBKLC BNY Mellon US Large Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 96.04    
Smart Investing & Trading Score: 58
Day Percent Change: -0.04%    
Day Change: -0.04
Week Change: 2.03%    
Year-to-date Change: 6.3%
BKLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKLC to Watchlist:       View:      Get Complete BKLC Trend Analysis ➞

Stock Chart of Lloyds Banking Group plcLYG Lloyds Banking Group plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 28885.4 Millions
Recent Price: 2.54    
Smart Investing & Trading Score: 68
Day Percent Change: -0.78%    
Day Change: -0.02
Week Change: 0.79%    
Year-to-date Change: 6.3%
LYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LYG to Watchlist:       View:      Get Complete LYG Trend Analysis ➞

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