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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%
AEGAegon N.V Life Insurance6.1280-1.13%6.25%
MFCManulife  Life Insurance23.4870-0.47%6.24%
LNCLoln National Life Insurance28.6568-0.28%6.23%
MHFWestern Asset Closed-End Fund - Debt6.82660.59%6.23%
AONAon  Insurance308.8351-0.97%6.12%
BGXBlackstone / Closed-End Fund - Debt12.15510.00%6.11%
MMCMarsh & McLennan Insurance200.9544-0.38%6.06%
DFAUDimensional US Exchange Traded Fund35.26630.03%6.05%
GSBDGoldman Sachs Brokerage15.53950.13%6.01%
CSQCalamos Strategic Closed-End Fund - Debt15.7641-0.06%5.99%
IYYiShares Dow Exchange Traded Fund123.4963-0.02%5.97%
KIOKKR ome Closed-End Fund - Debt13.3046-0.30%5.81%
GAMGeneral American Closed-End Fund - Equity45.4463-0.11%5.80%
PDOPimco Dynamic Closed-End Fund - Debt12.8865-0.66%5.79%
NDAQNasdaq   Investments61.50680.67%5.78%
MBNKPMedallion Bank Banks Regional24.55360.00%5.77%
BHFAPBrighthouse  Life Insurance22.8910-0.09%5.73%
TECBiShares U.S. Exchange Traded Fund45.4258-0.35%5.70%
WHFWhiteHorse Finance Asset Mgmt13.00831.88%5.69%
IGAVoya Global Closed-End Fund - Foreign9.00100-0.76%5.65%
KOKUXtrackers MSCI Exchange Traded Fund90.00631.26%5.65%
EQREquity Residential REIT64.611002.41%5.64%
VVisa  Credit Services275.02520.33%5.63%
ETJEaton Vance Exchange Traded Fund8.2861-0.48%5.61%
PAXSPIMCO Access Closed-End Fund - Debt15.2475-1.04%5.61%
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] Prosperity Bancshares[100] First Ban[100]
Virtu [100] East West[100] Equity Residential[100]
Essex Property[100] BOK [100] Cullen/Frost Bankers[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  64.91830.052.358.66%
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  42.211000.763.610.88%
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  14.73440.071.381.03%
 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 Aegon N.V.AEG Aegon N.V.
Sector: Financials
SubSector: Life Insurance
MarketCap: 6154.26 Millions
Recent Price: 6.12    
Smart Investing & Trading Score: 80
Day Percent Change: -1.13%    
Day Change: -0.07
Week Change: 4.44%    
Year-to-date Change: 6.3%
AEG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEG to Watchlist:       View:      Get Complete AEG Trend Analysis ➞

Stock Chart of Manulife Financial CorporationMFC Manulife Financial Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 22188.7 Millions
Recent Price: 23.48    
Smart Investing & Trading Score: 70
Day Percent Change: -0.47%    
Day Change: -0.11
Week Change: 1.78%    
Year-to-date Change: 6.2%
MFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFC to Watchlist:       View:      Get Complete MFC Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 28.65    
Smart Investing & Trading Score: 68
Day Percent Change: -0.28%    
Day Change: -0.08
Week Change: 3.62%    
Year-to-date Change: 6.2%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC 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: 6.82    
Smart Investing & Trading Score: 66
Day Percent Change: 0.59%    
Day Change: 0.04
Week Change: 0.29%    
Year-to-date Change: 6.2%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 308.83    
Smart Investing & Trading Score: 51
Day Percent Change: -0.97%    
Day Change: -3.03
Week Change: -0.44%    
Year-to-date Change: 6.1%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.15    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.25%    
Year-to-date Change: 6.1%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of Marsh & McLennan Companies, Inc.MMC Marsh & McLennan Companies, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 42821.8 Millions
Recent Price: 200.95    
Smart Investing & Trading Score: 44
Day Percent Change: -0.38%    
Day Change: -0.76
Week Change: -0.72%    
Year-to-date Change: 6.1%
MMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMC to Watchlist:       View:      Get Complete MMC Trend Analysis ➞

Stock Chart of Dimensional US Core Equity Market ETFDFAU Dimensional US Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.26    
Smart Investing & Trading Score: 63
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: 2.11%    
Year-to-date Change: 6.1%
DFAU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAU to Watchlist:       View:      Get Complete DFAU 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: 15.53    
Smart Investing & Trading Score: 95
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: 1.3%    
Year-to-date Change: 6.0%
GSBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBD to Watchlist:       View:      Get Complete GSBD Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 15.76    
Smart Investing & Trading Score: 41
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: 3.11%    
Year-to-date Change: 6.0%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of iShares Dow Jones U.S. ETFIYY iShares Dow Jones U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 994.051 Millions
Recent Price: 123.49    
Smart Investing & Trading Score: 63
Day Percent Change: -0.02%    
Day Change: -0.02
Week Change: 2.18%    
Year-to-date Change: 6.0%
IYY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IYY to Watchlist:       View:      Get Complete IYY 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: 13.30    
Smart Investing & Trading Score: 46
Day Percent Change: -0.30%    
Day Change: -0.04
Week Change: -0.15%    
Year-to-date Change: 5.8%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of General American Investors Company, Inc.GAM General American Investors Company, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.747 Millions
Recent Price: 45.44    
Smart Investing & Trading Score: 63
Day Percent Change: -0.11%    
Day Change: -0.05
Week Change: 1.91%    
Year-to-date Change: 5.8%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM Trend Analysis ➞

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: 12.88    
Smart Investing & Trading Score: 65
Day Percent Change: -0.66%    
Day Change: -0.09
Week Change: 1.38%    
Year-to-date Change: 5.8%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Nasdaq, Inc.NDAQ Nasdaq, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 14885.2 Millions
Recent Price: 61.50    
Smart Investing & Trading Score: 68
Day Percent Change: 0.67%    
Day Change: 0.41
Week Change: 1.91%    
Year-to-date Change: 5.8%
NDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NDAQ to Watchlist:       View:      Get Complete NDAQ Trend Analysis ➞

Stock Chart of Medallion BankMBNKP Medallion Bank
Sector: Financials
SubSector: Banks Regional
MarketCap: 60157 Millions
Recent Price: 24.55    
Smart Investing & Trading Score: 36
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.64%    
Year-to-date Change: 5.8%
MBNKP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBNKP to Watchlist:       View:      Get Complete MBNKP Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAP Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1936.76 Millions
Recent Price: 22.89    
Smart Investing & Trading Score: 10
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: 1.1%    
Year-to-date Change: 5.7%
BHFAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAP to Watchlist:       View:      Get Complete BHFAP Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.42    
Smart Investing & Trading Score: 58
Day Percent Change: -0.35%    
Day Change: -0.16
Week Change: 1.41%    
Year-to-date Change: 5.7%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

Stock Chart of WhiteHorse Finance, Inc.WHF WhiteHorse Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.903 Millions
Recent Price: 13.00    
Smart Investing & Trading Score: 83
Day Percent Change: 1.88%    
Day Change: 0.24
Week Change: 2.44%    
Year-to-date Change: 5.7%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 122.047 Millions
Recent Price: 9.00    
Smart Investing & Trading Score: 100
Day Percent Change: -0.76%    
Day Change: -0.07
Week Change: 5.52%    
Year-to-date Change: 5.7%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of Xtrackers MSCI Kokusai Equity ETFKOKU Xtrackers MSCI Kokusai Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 90.00    
Smart Investing & Trading Score: 63
Day Percent Change: 1.26%    
Day Change: 1.12
Week Change: 2.2%    
Year-to-date Change: 5.7%
KOKU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KOKU to Watchlist:       View:      Get Complete KOKU Trend Analysis ➞

Stock Chart of Equity ResidentialEQR Equity Residential
Sector: Financials
SubSector: REIT - Residential
MarketCap: 22061.9 Millions
Recent Price: 64.61    
Smart Investing & Trading Score: 100
Day Percent Change: 2.41%    
Day Change: 1.52
Week Change: 4.99%    
Year-to-date Change: 5.6%
EQR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQR to Watchlist:       View:      Get Complete EQR Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 275.02    
Smart Investing & Trading Score: 52
Day Percent Change: 0.33%    
Day Change: 0.91
Week Change: 1.94%    
Year-to-date Change: 5.6%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 473.951 Millions
Recent Price: 8.28    
Smart Investing & Trading Score: 61
Day Percent Change: -0.48%    
Day Change: -0.04
Week Change: 0.73%    
Year-to-date Change: 5.6%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

Stock Chart of PIMCO Access Income FundPAXS PIMCO Access Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 649 Millions
Recent Price: 15.24    
Smart Investing & Trading Score: 75
Day Percent Change: -1.04%    
Day Change: -0.16
Week Change: 2.83%    
Year-to-date Change: 5.6%
PAXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAXS to Watchlist:       View:      Get Complete PAXS Trend Analysis ➞

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