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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
TRTXTPG RE Mortgage7.36681.24%13.23%
TREELendingTree  Mortgage34.2841-0.55%13.06%
NODKNI  Insurance14.6746-0.20%12.93%
RGAReinsurance  Life Insurance182.48511.29%12.80%
KKRKKR  Asset Mgmt93.3544-1.35%12.67%
BRK.BBERKSHIRE HTH-B Insurance402.46511.19%12.62%
FENFirst Trust Asset Mgmt16.30761.16%12.57%
STEPStepStone  Asset Mgmt35.83691.30%12.53%
BXSLBlackstone Secured Asset Mgmt31.04760.62%12.46%
UNMUnum  Insurance50.79581.26%12.32%
PEOAdams Natural Closed-End Fund - Equity23.1544-0.30%12.22%
CGBDTCG BDC Asset Mgmt16.721001.52%11.76%
MFGMizuho  Foreign Banks3.84331.05%11.63%
BRPBRP  Real Estatet26.81461.44%11.62%
BRK.ABERKSHIRE HTH-A Insurance606302.00511.00%11.59%
CEMClearBridge MLP Closed-End Fund - Equity44.70680.70%11.50%
FEIFirst Trust Closed-End Fund - Equity9.55610.63%11.44%
TCHPT. Rowe Exchange Traded Fund34.40440.35%11.29%
FDGAmerican Century Exchange Traded Fund79.04260.08%11.09%
AXSAXIS Capital Insurance61.47561.25%11.02%
KBKB  Foreign Banks45.88430.42%10.90%
ALLYAlly  Mortgage38.71686.73%10.85%
FBCGFidelity Blue Exchange Traded Fund36.8426-0.38%10.68%
OXSQOxford Square Asset Mgmt3.17661.12%10.66%
DFSDiscover  Credit Services124.27683.65%10.56%
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  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33430.45-0.44.77%
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  14.4518-0.28-1.57-0.89%
 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 TPG RE Finance Trust, Inc.TRTX TPG RE Finance Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 607.739 Millions
Recent Price: 7.36    
Smart Investing & Trading Score: 68
Day Percent Change: 1.24%    
Day Change: 0.09
Week Change: 0.68%    
Year-to-date Change: 13.2%
TRTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRTX to Watchlist:       View:      Get Complete TRTX Trend Analysis ➞

Stock Chart of LendingTree, Inc.TREE LendingTree, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2745.99 Millions
Recent Price: 34.28    
Smart Investing & Trading Score: 41
Day Percent Change: -0.55%    
Day Change: -0.19
Week Change: -8.9%    
Year-to-date Change: 13.1%
TREE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TREE to Watchlist:       View:      Get Complete TREE Trend Analysis ➞

Stock Chart of NI Holdings, Inc.NODK NI Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 238.112 Millions
Recent Price: 14.67    
Smart Investing & Trading Score: 46
Day Percent Change: -0.20%    
Day Change: -0.03
Week Change: -0.61%    
Year-to-date Change: 12.9%
NODK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NODK to Watchlist:       View:      Get Complete NODK Trend Analysis ➞

Stock Chart of Reinsurance Group of America, IncorporatedRGA Reinsurance Group of America, Incorporated
Sector: Financials
SubSector: Life Insurance
MarketCap: 4423.36 Millions
Recent Price: 182.48    
Smart Investing & Trading Score: 51
Day Percent Change: 1.29%    
Day Change: 2.33
Week Change: -1.03%    
Year-to-date Change: 12.8%
RGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RGA to Watchlist:       View:      Get Complete RGA Trend Analysis ➞

Stock Chart of KKR & Co. Inc.KKR KKR & Co. Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 17722.5 Millions
Recent Price: 93.35    
Smart Investing & Trading Score: 44
Day Percent Change: -1.35%    
Day Change: -1.28
Week Change: -4.05%    
Year-to-date Change: 12.7%
KKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KKR to Watchlist:       View:      Get Complete KKR Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 402.46    
Smart Investing & Trading Score: 51
Day Percent Change: 1.19%    
Day Change: 4.72
Week Change: -0.2%    
Year-to-date Change: 12.6%
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 First Trust Energy Income and Growth FundFEN First Trust Energy Income and Growth Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 178.703 Millions
Recent Price: 16.30    
Smart Investing & Trading Score: 76
Day Percent Change: 1.16%    
Day Change: 0.19
Week Change: -0.18%    
Year-to-date Change: 12.6%
FEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEN to Watchlist:       View:      Get Complete FEN Trend Analysis ➞

Stock Chart of StepStone Group Inc.STEP StepStone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 30757 Millions
Recent Price: 35.83    
Smart Investing & Trading Score: 69
Day Percent Change: 1.30%    
Day Change: 0.46
Week Change: -0.64%    
Year-to-date Change: 12.5%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of Blackstone Secured Lending FundBXSL Blackstone Secured Lending Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 4450 Millions
Recent Price: 31.04    
Smart Investing & Trading Score: 76
Day Percent Change: 0.62%    
Day Change: 0.19
Week Change: 1.8%    
Year-to-date Change: 12.5%
BXSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXSL to Watchlist:       View:      Get Complete BXSL Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 50.79    
Smart Investing & Trading Score: 58
Day Percent Change: 1.26%    
Day Change: 0.63
Week Change: 0.97%    
Year-to-date Change: 12.3%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.15    
Smart Investing & Trading Score: 44
Day Percent Change: -0.30%    
Day Change: -0.07
Week Change: -1.87%    
Year-to-date Change: 12.2%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

Stock Chart of TCG BDC, Inc.CGBD TCG BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 379.003 Millions
Recent Price: 16.72    
Smart Investing & Trading Score: 100
Day Percent Change: 1.52%    
Day Change: 0.25
Week Change: 2.64%    
Year-to-date Change: 11.8%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.84    
Smart Investing & Trading Score: 33
Day Percent Change: 1.05%    
Day Change: 0.04
Week Change: -1.79%    
Year-to-date Change: 11.6%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of BRP Group, Inc.BRP BRP Group, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 741.219 Millions
Recent Price: 26.81    
Smart Investing & Trading Score: 46
Day Percent Change: 1.44%    
Day Change: 0.38
Week Change: -2.97%    
Year-to-date Change: 11.6%
BRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRP to Watchlist:       View:      Get Complete BRP Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 606302.00    
Smart Investing & Trading Score: 51
Day Percent Change: 1.00%    
Day Change: 6002.11
Week Change: -0.29%    
Year-to-date Change: 11.6%
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 ClearBridge MLP and Midstream Fund IncCEM ClearBridge MLP and Midstream Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 114.747 Millions
Recent Price: 44.70    
Smart Investing & Trading Score: 68
Day Percent Change: 0.70%    
Day Change: 0.31
Week Change: 0.25%    
Year-to-date Change: 11.5%
CEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEM to Watchlist:       View:      Get Complete CEM Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.55    
Smart Investing & Trading Score: 61
Day Percent Change: 0.63%    
Day Change: 0.06
Week Change: 0%    
Year-to-date Change: 11.4%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI Trend Analysis ➞

Stock Chart of T. Rowe Price Blue Chip Growth ETFTCHP T. Rowe Price Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.40    
Smart Investing & Trading Score: 44
Day Percent Change: 0.35%    
Day Change: 0.12
Week Change: -1.88%    
Year-to-date Change: 11.3%
TCHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCHP to Watchlist:       View:      Get Complete TCHP Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 79.04    
Smart Investing & Trading Score: 26
Day Percent Change: 0.08%    
Day Change: 0.06
Week Change: -3.23%    
Year-to-date Change: 11.1%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 61.47    
Smart Investing & Trading Score: 56
Day Percent Change: 1.25%    
Day Change: 0.76
Week Change: -0.71%    
Year-to-date Change: 11.0%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS Trend Analysis ➞

Stock Chart of KB Financial Group Inc.KB KB Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 10853.9 Millions
Recent Price: 45.88    
Smart Investing & Trading Score: 43
Day Percent Change: 0.42%    
Day Change: 0.19
Week Change: -2.73%    
Year-to-date Change: 10.9%
KB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KB to Watchlist:       View:      Get Complete KB Trend Analysis ➞

Stock Chart of Ally Financial Inc.ALLY Ally Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 4643.99 Millions
Recent Price: 38.71    
Smart Investing & Trading Score: 68
Day Percent Change: 6.73%    
Day Change: 2.44
Week Change: 3.98%    
Year-to-date Change: 10.9%
ALLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALLY to Watchlist:       View:      Get Complete ALLY Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Growth ETFFBCG Fidelity Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.84    
Smart Investing & Trading Score: 26
Day Percent Change: -0.38%    
Day Change: -0.14
Week Change: -3.15%    
Year-to-date Change: 10.7%
FBCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCG to Watchlist:       View:      Get Complete FBCG Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.17    
Smart Investing & Trading Score: 66
Day Percent Change: 1.12%    
Day Change: 0.04
Week Change: -1.09%    
Year-to-date Change: 10.7%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of Discover Financial ServicesDFS Discover Financial Services
Sector: Financials
SubSector: Credit Services
MarketCap: 9228.88 Millions
Recent Price: 124.27    
Smart Investing & Trading Score: 68
Day Percent Change: 3.65%    
Day Change: 4.38
Week Change: 2.78%    
Year-to-date Change: 10.6%
DFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFS to Watchlist:       View:      Get Complete DFS Trend Analysis ➞

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