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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 18, 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 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: 6.69 %
 Weekly Performance: 0.14 %
 Daily Performance: 1.07 %
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%
EFXEquifax  Credit Services227.230-4.40%-8.11%
ESSEssex Property REIT234.16180.65%-5.56%
CINFCinnati  Insurance117.71542.09%13.77%
AMPAmeriprise  Asset Mgmt415.88581.00%9.49%
APOApollo Global  Investments108.10330.57%16.00%
HIGHartford  Insurance96.87561.14%20.52%
AIC3.ai  REIT Mortgage21.29173.35%-25.84%
MKTXMarketAxess  Brokerage203.6900.87%-30.45%
MKLMarkel  Insurance1435.70320.50%1.11%
ACGLArch Capital Insurance91.28630.72%22.90%
BSBKBogota  Banks Regional6.72450.15%-16.42%
VELVelocity  Mortgage Finance16.0443-0.43%-3.49%
BAPCredicorp  Banks161.22560.14%7.53%
RYANRyan Specialty Insurance - Specialty51.08581.49%18.65%
MAAMid-America Apartment REIT125.44270.51%-6.71%
SUISun Communities REIT119.0400.63%-10.93%
EXRExtra Space REIT - Industrial136.0720-0.02%-15.13%
VTRVentas  REIT42.76351.26%-14.21%
CRBGCorebridge  Asset Mgmt26.73541.38%23.32%
KBKB  Foreign Banks46.26431.25%11.82%
LLoews  Insurance74.14581.37%6.54%
BROBrown & Brown Insurance81.62581.24%14.78%
FITBFifth Third Regional Banks34.47401.09%-0.06%
UDRUDR  REIT35.84201.41%-6.40%
KEYKeyCorp  Regional Banks14.61351.25%1.46%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 6.69% and is currently outperforming the overall market by 1.64% 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: Very Good
Overall Trend Score: 56
YTD Performance: 6.69%
**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 [430%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[70%] Grupo Financiero[64%] Yiren Digital[57%]
Fidelis Insurance[53%] First [51%] EverQuote [50%]
Heritage Insurance[46%] Mercury General[43%] Vista Oil[40%]
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[45.1%] Medical Properties[22.3%] James River[8.2%]
GoHealth [6.5%] Bancorp [6.4%] Green Dot[6.3%]
AdvisorShares Pure[6.1%] Morgan Stanley[5.3%] Greene County[5.2%]
Ally [5%] ESSA Bancorp[4.9%] Charles Schwab[4.8%]
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
New York[-71%] Texas Pacific[-62%] Douglas Elliman[-56%]
Hywin [-56%] Fathom [-55%] FRP [-53%]
AlTi Global[-50%] Fanhua [-47%] C&F [-47%]
Orion Office[-46%] RE/MAX [-45%] eHealth [-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
Medical Properties[100] Kernel [100] Stellus Capital[95]
Thunder Bridge[95] Macatawa Bank[93] Charles Schwab[93]
Sprott Physical[90] Western Asset[86] BlackRock MuniYield[86]
Spring Valley[86] Commerce Bancshares[86] Lufax Holding[83]
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  40.12561.070.146.69%
IAIBroker-Dealers & Secs 111.22630.790.352.48%
IYFFinancials  90.01480.58-0.65.39%
IYGFinancial Services  62.62410.22-0.934.83%
KRERegional Banking  46.27200.96-0.54-11.75%
VFHFinancials  97.09481.10-0.095.24%
KBEBank  43.59221.15-0.45-5.27%
FASFinancial Bull 3X 96.14493.14-0.0916.32%
FAZFinancial Bear 3X 11.4039-3.06-0.09-16.61%
UYGFinancials  61.62562.140.2411.63%
IATRegional Banks  39.75100.30-1.71-5%
KIEInsurance  48.36511.340.086.94%
EUFNEurope Financials  21.97560.710.344.79%
PGFFinancial Preferred  14.49100.00-1.29-0.62%
 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 Equifax Inc.EFX Equifax Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 13754.6 Millions
Recent Price: 227.23    
Smart Investing & Trading Score: 0
Day Percent Change: -4.40%    
Day Change: -10.45
Week Change: -8%    
Year-to-date Change: -8.1%
EFX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFX to Watchlist:       View:      Get Complete EFX Trend Analysis ➞

Stock Chart of Essex Property Trust, Inc.ESS Essex Property Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 13725.5 Millions
Recent Price: 234.16    
Smart Investing & Trading Score: 18
Day Percent Change: 0.65%    
Day Change: 1.51
Week Change: -2.14%    
Year-to-date Change: -5.6%
ESS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESS to Watchlist:       View:      Get Complete ESS Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 117.71    
Smart Investing & Trading Score: 54
Day Percent Change: 2.09%    
Day Change: 2.41
Week Change: -0.77%    
Year-to-date Change: 13.8%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 415.88    
Smart Investing & Trading Score: 58
Day Percent Change: 1.00%    
Day Change: 4.11
Week Change: 0.53%    
Year-to-date Change: 9.5%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Apollo Global Management, Inc.APO Apollo Global Management, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 12706 Millions
Recent Price: 108.10    
Smart Investing & Trading Score: 33
Day Percent Change: 0.57%    
Day Change: 0.61
Week Change: -1.84%    
Year-to-date Change: 16.0%
APO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APO to Watchlist:       View:      Get Complete APO Trend Analysis ➞

Stock Chart of The Hartford Financial Services Group, Inc.HIG The Hartford Financial Services Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12582.8 Millions
Recent Price: 96.87    
Smart Investing & Trading Score: 56
Day Percent Change: 1.14%    
Day Change: 1.09
Week Change: -0.93%    
Year-to-date Change: 20.5%
HIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIG to Watchlist:       View:      Get Complete HIG Trend Analysis ➞

Stock Chart of C3.ai, Inc.AI C3.ai, Inc.
Sector: Financials
SubSector: REIT Mortgage
MarketCap: 12467 Millions
Recent Price: 21.29    
Smart Investing & Trading Score: 17
Day Percent Change: 3.35%    
Day Change: 0.69
Week Change: -5.08%    
Year-to-date Change: -25.8%
AI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AI to Watchlist:       View:      Get Complete AI Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 203.69    
Smart Investing & Trading Score: 0
Day Percent Change: 0.87%    
Day Change: 1.76
Week Change: -4.37%    
Year-to-date Change: -30.5%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1435.70    
Smart Investing & Trading Score: 32
Day Percent Change: 0.50%    
Day Change: 7.19
Week Change: 0.22%    
Year-to-date Change: 1.1%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 91.28    
Smart Investing & Trading Score: 63
Day Percent Change: 0.72%    
Day Change: 0.65
Week Change: 1.44%    
Year-to-date Change: 22.9%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of Bogota Financial Corp.BSBK Bogota Financial Corp.
Sector: Financials
SubSector: Banks Regional
MarketCap: 12157 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 45
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: 2.44%    
Year-to-date Change: -16.4%
BSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSBK to Watchlist:       View:      Get Complete BSBK Trend Analysis ➞

Stock Chart of Velocity Financial, Inc.VEL Velocity Financial, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 12157 Millions
Recent Price: 16.04    
Smart Investing & Trading Score: 43
Day Percent Change: -0.43%    
Day Change: -0.07
Week Change: -2.67%    
Year-to-date Change: -3.5%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 161.22    
Smart Investing & Trading Score: 56
Day Percent Change: 0.14%    
Day Change: 0.23
Week Change: -2.36%    
Year-to-date Change: 7.5%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of Ryan Specialty Holdings, Inc.RYAN Ryan Specialty Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 11630 Millions
Recent Price: 51.08    
Smart Investing & Trading Score: 58
Day Percent Change: 1.49%    
Day Change: 0.75
Week Change: 2.26%    
Year-to-date Change: 18.7%
RYAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RYAN to Watchlist:       View:      Get Complete RYAN Trend Analysis ➞

Stock Chart of Mid-America Apartment Communities, Inc.MAA Mid-America Apartment Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11385.5 Millions
Recent Price: 125.44    
Smart Investing & Trading Score: 27
Day Percent Change: 0.51%    
Day Change: 0.64
Week Change: -2.1%    
Year-to-date Change: -6.7%
MAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAA to Watchlist:       View:      Get Complete MAA Trend Analysis ➞

Stock Chart of Sun Communities, Inc.SUI Sun Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11280.5 Millions
Recent Price: 119.04    
Smart Investing & Trading Score: 0
Day Percent Change: 0.63%    
Day Change: 0.74
Week Change: -1.36%    
Year-to-date Change: -10.9%
SUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUI to Watchlist:       View:      Get Complete SUI Trend Analysis ➞

Stock Chart of Extra Space Storage Inc.EXR Extra Space Storage Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 11203.9 Millions
Recent Price: 136.07    
Smart Investing & Trading Score: 20
Day Percent Change: -0.02%    
Day Change: -0.03
Week Change: -3.28%    
Year-to-date Change: -15.1%
EXR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXR to Watchlist:       View:      Get Complete EXR Trend Analysis ➞

Stock Chart of Ventas, Inc.VTR Ventas, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 11180.4 Millions
Recent Price: 42.76    
Smart Investing & Trading Score: 35
Day Percent Change: 1.26%    
Day Change: 0.53
Week Change: -0.16%    
Year-to-date Change: -14.2%
VTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTR to Watchlist:       View:      Get Complete VTR Trend Analysis ➞

Stock Chart of Corebridge Financial, Inc.CRBG Corebridge Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 11170 Millions
Recent Price: 26.73    
Smart Investing & Trading Score: 54
Day Percent Change: 1.38%    
Day Change: 0.36
Week Change: -0.17%    
Year-to-date Change: 23.3%
CRBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRBG to Watchlist:       View:      Get Complete CRBG 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: 46.26    
Smart Investing & Trading Score: 43
Day Percent Change: 1.25%    
Day Change: 0.57
Week Change: -1.93%    
Year-to-date Change: 11.8%
KB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KB to Watchlist:       View:      Get Complete KB Trend Analysis ➞

Stock Chart of Loews CorporationL Loews Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 10768.2 Millions
Recent Price: 74.14    
Smart Investing & Trading Score: 58
Day Percent Change: 1.37%    
Day Change: 1.00
Week Change: 0.32%    
Year-to-date Change: 6.5%
L Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add L to Watchlist:       View:      Get Complete L Trend Analysis ➞

Stock Chart of Brown & Brown, Inc.BRO Brown & Brown, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 10475.7 Millions
Recent Price: 81.62    
Smart Investing & Trading Score: 58
Day Percent Change: 1.24%    
Day Change: 1.00
Week Change: -0.34%    
Year-to-date Change: 14.8%
BRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRO to Watchlist:       View:      Get Complete BRO Trend Analysis ➞

Stock Chart of Fifth Third BancorpFITB Fifth Third Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10197 Millions
Recent Price: 34.47    
Smart Investing & Trading Score: 40
Day Percent Change: 1.09%    
Day Change: 0.37
Week Change: -1.12%    
Year-to-date Change: -0.1%
FITB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FITB to Watchlist:       View:      Get Complete FITB Trend Analysis ➞

Stock Chart of UDR, Inc.UDR UDR, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 10180.1 Millions
Recent Price: 35.84    
Smart Investing & Trading Score: 20
Day Percent Change: 1.41%    
Day Change: 0.50
Week Change: -2.18%    
Year-to-date Change: -6.4%
UDR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UDR to Watchlist:       View:      Get Complete UDR Trend Analysis ➞

Stock Chart of KeyCorpKEY KeyCorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10045 Millions
Recent Price: 14.61    
Smart Investing & Trading Score: 35
Day Percent Change: 1.25%    
Day Change: 0.18
Week Change: 0%    
Year-to-date Change: 1.5%
KEY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KEY to Watchlist:       View:      Get Complete KEY Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975
Click To Change The Sort Order: By Market Cap or Company Size
Performance: Year-to-date, Week and Day
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