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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 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 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 56 and hence an improvement of trend.

 Year To Date Performance: 7.13 %
 Weekly Performance: 0.55 %
 Daily Performance: 1.13 %
12Stocks.com
Financial Sector Trend
58 / 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%
DEAEasterly Government REIT - Office11.57601.27%-13.95%
NYMTNNew York Mortgage21.18170.14%-1.03%
BBUCBrookfield Business Asset Mgmt20.9132-0.29%-9.83%
FIBKFirst Interstate Regional Banks25.22522.09%-18.00%
NACNuveen California Closed-End Fund - Debt10.7323-0.23%-3.20%
CATYCathay General Regional Banks35.33421.93%-20.73%
BIGZBlackRock Innovation Closed-End Fund - Equity7.1310-0.77%-3.46%
NZFNuveen Municipal Asset Mgmt11.79300.21%-0.30%
BMABanco Macro Foreign Banks49.23831.90%71.53%
PSECProspect Capital Asset Mgmt5.4759-0.09%-8.60%
CNOCNO  Insurance26.00321.21%-6.81%
WAFDPWashington Federal Banks - Regional15.3210-1.54%1.19%
AUBAtlantic Union Regional Banks32.85322.08%-10.10%
PGREParamount  Property Mgmt4.53281.80%-12.38%
GNWGenworth  Life Insurance5.93320.94%-11.15%
APAMArtisan Partners Asset Mgmt42.70511.29%-3.34%
BDNBrandywine Realty REIT - 4.34472.36%-19.63%
GEOGEO  REIT14.7251-0.37%35.87%
MCMoelis &  Asset Mgmt51.87321.76%-7.60%
LXLexinFintech  Credit Services1.61100.00%-12.50%
NNINelnet  Credit Services94.77880.38%7.42%
BCATBlackRock Capital Closed-End Fund - Equity15.3931-0.32%3.64%
CFFNCapitol Federal S&L5.25421.74%-18.60%
EXGEaton Vance Closed-End Fund - Foreign7.86460.00%1.81%
ESRTEmpire State REIT - 9.13320.88%-5.78%
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 7.13% and is currently outperforming the overall market by 3.05% 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: 58
YTD Performance: 7.13%
**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 [123%] Gladstone Capital[95%]
Banco Macro[72%] Grupo Financiero[64%] Yiren Digital[55%]
Banco BBVA[53%] First [51%] EverQuote [51%]
Fidelis Insurance[51%] Heritage Insurance[46%] Mercury General[45%]
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[44.9%] Medical Properties[17%] Metropolitan Bank[13.1%]
James River[11%] Globe Life[10.9%] Victory Capital[10.9%]
Chemung [9.3%] Green Dot[7.8%] Bar Harbor[7.6%]
Wells Fargo[7.3%] Iris Energy[7%] Oportun [6.6%]
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%] Fathom [-57%] FRP [-53%]
AlTi Global[-49%] Hywin [-48%] C&F [-48%]
eHealth [-48%] RE/MAX [-46%] Globe Life[-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
Victory Capital[100] Wells Fargo[100] Mercury General[100]
United Fire[100] Old Second[100] ASA Gold[100]
Tejon Ranch[100] Charles Schwab[100] WhiteHorse Finance[100]
Fidus [100] Goldman Sachs[100] Stellus 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  40.28581.130.557.13%
IAIBroker-Dealers & Secs 111.01630.450.162.29%
KBEBank  44.12371.660.75-4.13%
FASFinancial Bull 3X 96.66632.680.4616.95%
FAZFinancial Bear 3X 11.3032-3.09-0.96-17.34%
UYGFinancials  61.80631.730.5411.96%
KIEInsurance  48.90581.271.198.13%
 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 Easterly Government Properties, Inc.DEA Easterly Government Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 1832.56 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 60
Day Percent Change: 1.27%    
Day Change: 0.14
Week Change: 1.72%    
Year-to-date Change: -14.0%
DEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEA to Watchlist:       View:      Get Complete DEA Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTN New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1810.39 Millions
Recent Price: 21.18    
Smart Investing & Trading Score: 17
Day Percent Change: 0.14%    
Day Change: 0.03
Week Change: -2.75%    
Year-to-date Change: -1.0%
NYMTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTN to Watchlist:       View:      Get Complete NYMTN Trend Analysis ➞

Stock Chart of Brookfield Business CorporationBBUC Brookfield Business Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1810 Millions
Recent Price: 20.91    
Smart Investing & Trading Score: 32
Day Percent Change: -0.29%    
Day Change: -0.06
Week Change: 0.48%    
Year-to-date Change: -9.8%
BBUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBUC to Watchlist:       View:      Get Complete BBUC Trend Analysis ➞

Stock Chart of First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 25.22    
Smart Investing & Trading Score: 52
Day Percent Change: 2.09%    
Day Change: 0.52
Week Change: 0.5%    
Year-to-date Change: -18.0%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 23
Day Percent Change: -0.23%    
Day Change: -0.03
Week Change: 0.23%    
Year-to-date Change: -3.2%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 35.33    
Smart Investing & Trading Score: 42
Day Percent Change: 1.93%    
Day Change: 0.67
Week Change: 0.26%    
Year-to-date Change: -20.7%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of BlackRock Innovation and Growth Term TrustBIGZ BlackRock Innovation and Growth Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1780 Millions
Recent Price: 7.13    
Smart Investing & Trading Score: 10
Day Percent Change: -0.77%    
Day Change: -0.05
Week Change: -4.23%    
Year-to-date Change: -3.5%
BIGZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIGZ to Watchlist:       View:      Get Complete BIGZ Trend Analysis ➞

Stock Chart of Nuveen Municipal Credit Income FundNZF Nuveen Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1779.43 Millions
Recent Price: 11.79    
Smart Investing & Trading Score: 30
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: -0.21%    
Year-to-date Change: -0.3%
NZF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NZF to Watchlist:       View:      Get Complete NZF Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 49.23    
Smart Investing & Trading Score: 83
Day Percent Change: 1.90%    
Day Change: 0.92
Week Change: -4.33%    
Year-to-date Change: 71.5%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of Prospect Capital CorporationPSEC Prospect Capital Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1764.73 Millions
Recent Price: 5.47    
Smart Investing & Trading Score: 59
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.77%    
Year-to-date Change: -8.6%
PSEC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSEC to Watchlist:       View:      Get Complete PSEC Trend Analysis ➞

Stock Chart of CNO Financial Group, Inc.CNO CNO Financial Group, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1746.9 Millions
Recent Price: 26.00    
Smart Investing & Trading Score: 32
Day Percent Change: 1.21%    
Day Change: 0.31
Week Change: 2.28%    
Year-to-date Change: -6.8%
CNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNO to Watchlist:       View:      Get Complete CNO Trend Analysis ➞

Stock Chart of Washington Federal, Inc.WAFDP Washington Federal, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1740 Millions
Recent Price: 15.32    
Smart Investing & Trading Score: 10
Day Percent Change: -1.54%    
Day Change: -0.24
Week Change: -0.76%    
Year-to-date Change: 1.2%
WAFDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAFDP to Watchlist:       View:      Get Complete WAFDP Trend Analysis ➞

Stock Chart of Atlantic Union Bankshares CorporationAUB Atlantic Union Bankshares Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1728.79 Millions
Recent Price: 32.85    
Smart Investing & Trading Score: 32
Day Percent Change: 2.08%    
Day Change: 0.67
Week Change: 2.46%    
Year-to-date Change: -10.1%
AUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUB to Watchlist:       View:      Get Complete AUB Trend Analysis ➞

Stock Chart of Paramount Group, Inc.PGRE Paramount Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1722.72 Millions
Recent Price: 4.53    
Smart Investing & Trading Score: 28
Day Percent Change: 1.80%    
Day Change: 0.08
Week Change: -3.41%    
Year-to-date Change: -12.4%
PGRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGRE to Watchlist:       View:      Get Complete PGRE Trend Analysis ➞

Stock Chart of Genworth Financial, Inc.GNW Genworth Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1719.76 Millions
Recent Price: 5.93    
Smart Investing & Trading Score: 32
Day Percent Change: 0.94%    
Day Change: 0.05
Week Change: 0.42%    
Year-to-date Change: -11.2%
GNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNW to Watchlist:       View:      Get Complete GNW Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 42.70    
Smart Investing & Trading Score: 51
Day Percent Change: 1.29%    
Day Change: 0.55
Week Change: -1.83%    
Year-to-date Change: -3.3%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM Trend Analysis ➞

Stock Chart of Brandywine Realty TrustBDN Brandywine Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1688.13 Millions
Recent Price: 4.34    
Smart Investing & Trading Score: 47
Day Percent Change: 2.36%    
Day Change: 0.10
Week Change: -0.46%    
Year-to-date Change: -19.6%
BDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDN to Watchlist:       View:      Get Complete BDN Trend Analysis ➞

Stock Chart of The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 14.72    
Smart Investing & Trading Score: 51
Day Percent Change: -0.37%    
Day Change: -0.05
Week Change: -4.26%    
Year-to-date Change: 35.9%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 51.87    
Smart Investing & Trading Score: 32
Day Percent Change: 1.76%    
Day Change: 0.90
Week Change: -0.36%    
Year-to-date Change: -7.6%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC Trend Analysis ➞

Stock Chart of LexinFintech Holdings Ltd.LX LexinFintech Holdings Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 1674.18 Millions
Recent Price: 1.61    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -8.52%    
Year-to-date Change: -12.5%
LX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LX to Watchlist:       View:      Get Complete LX Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 94.77    
Smart Investing & Trading Score: 88
Day Percent Change: 0.38%    
Day Change: 0.36
Week Change: 0.23%    
Year-to-date Change: 7.4%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 31
Day Percent Change: -0.32%    
Day Change: -0.05
Week Change: -0.9%    
Year-to-date Change: 3.6%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Capitol Federal Financial, Inc.CFFN Capitol Federal Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1639.1 Millions
Recent Price: 5.25    
Smart Investing & Trading Score: 42
Day Percent Change: 1.74%    
Day Change: 0.09
Week Change: -0.76%    
Year-to-date Change: -18.6%
CFFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFN to Watchlist:       View:      Get Complete CFFN Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Diversified Equity Income FundEXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 1635.47 Millions
Recent Price: 7.86    
Smart Investing & Trading Score: 46
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.38%    
Year-to-date Change: 1.8%
EXG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXG to Watchlist:       View:      Get Complete EXG Trend Analysis ➞

Stock Chart of Empire State Realty Trust, Inc.ESRT Empire State Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1632.13 Millions
Recent Price: 9.13    
Smart Investing & Trading Score: 32
Day Percent Change: 0.88%    
Day Change: 0.08
Week Change: -0.76%    
Year-to-date Change: -5.8%
ESRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESRT to Watchlist:       View:      Get Complete ESRT Trend Analysis ➞

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