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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
May 21, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 61 (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 95 and hence a deterioration of trend.

 Year To Date Performance: 11.46 %
 Weekly Performance: -1.37 %
 Daily Performance: -1.37 %
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Financial Sector Trend
61 / 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%
HWBKHawthorn Bancshares Regional Banks19.50250.62%-23.14%
JOFJapan Smaller Closed-End Fund - Foreign7.82250.39%3.03%
REFIChicago Atlantic REIT - Mortgage15.75250.25%-2.72%
ESBAEmpire State REIT - Office9.3125-2.00%-0.96%
BXMTBlackstone Mortgage Mortgage18.0325-1.80%-15.23%
RMRRMR  Real Estatet23.8125-1.04%-15.66%
FTFFranklin  Asset Mgmt6.2825-0.87%0.88%
ARLAmerican Realty Property Mgmt13.8225-0.72%-20.62%
ORRFOrrstown  Regional Banks26.6225-0.49%-9.76%
BSBRBanco Santander Foreign Banks5.4325-0.37%-17.10%
PKSTPeakstone Realty REIT - 13.7823-3.03%-32.85%
AGMFederal Agricultural Credit Services179.6623-1.20%-6.05%
MSDMorgan Stanley Closed-End Fund - Debt7.16230.28%3.02%
ERIEErie Indemnity Insurance397.31230.13%18.63%
PHTPioneer High Closed-End Fund - Debt7.45230.13%4.20%
CNNECannae  Asset Mgmt20.2323-2.32%3.69%
TRVTravelers  Insurance215.6023-1.87%13.18%
HMSTHomeStreet  S&L10.1023-1.66%-1.94%
BOHBank of Hawaii Regional Banks58.8923-1.55%-18.73%
BBNBlackRock Taxable Closed-End Fund - Debt15.7423-0.63%-3.20%
HYBNew America Closed-End Fund - Debt7.1923-0.28%2.13%
NXJNuveen New Asset Mgmt11.9823-0.08%1.66%
WEAWestern Asset Closed-End Fund - Debt10.81220.05%0.09%
PHDPioneer Floating Closed-End Fund - Debt9.7221-1.02%6.00%
ECCCEagle Point Closed-End Fund - Debt22.2421-0.89%3.11%
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 11.46% and is currently outperforming the overall market by 0.77% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 61
YTD Performance: 11.46%
**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 [508%] Banco Macro[131%] Grupo Financiero[116%]
Banco BBVA[115%] Gladstone Capital[108%] EverQuote [105%]
SelectQuote [102%] Hippo [100%] Grupo Supervielle[89%]
Fangdd Network[72%] Vista Oil[65%] Yiren Digital[61%]
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
OppFi [11%] B. Riley[8.1%] Independent Bank[7.7%]
Iris Energy[5.5%] Office Properties[5.2%] Medical Properties[4.4%]
BlackRock Capital[4%] Citizens [3.9%] Rocket [3.8%]
Hippo [3.7%] BlackRock Innovation[3.6%] GoHealth [3.6%]
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[-68%] New York[-65%] Texas Pacific[-61%]
Hywin [-59%] Douglas Elliman[-56%] FRP [-53%]
AlTi Global[-50%] Fathom [-50%] Fanhua [-50%]
Offerpad [-45%] Hudson Pacific[-44%] loanDepot [-43%]
.
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
Independent Bank[100] Iris Energy[100] BlackRock Capital[100]
Citizens [100] Perella Weinberg[100] KraneShares Trust[100]
Huize Holding[100] Oxford Lane[100] First Capital[100]
Bancolombia S.A[100] Tortoise Energy[100] MicroSectors Gold[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  41.9161-1.37-1.3711.46%
IAIBroker-Dealers & Secs 119.58880.090.0910.18%
IYFFinancials  95.6176-1.28-1.2811.94%
IYGFinancial Services  66.3669-1.12-1.1211.09%
KRERegional Banking  50.4569-1.45-1.45-3.78%
IXGGlobal Financials  88.1576-0.64-0.6412.18%
VFHFinancials  101.9776-1.00-110.52%
KBEBank  47.2863-1.36-1.362.74%
FASFinancial Bull 3X 108.3158-3.57-3.5731.05%
FAZFinancial Bear 3X 10.11423.693.69-26.04%
UYGFinancials  66.8753-2.44-2.4421.14%
IATRegional Banks  42.7669-1.52-1.522.2%
KIEInsurance  51.2171-1.20-1.213.25%
PSCFSmallCap Financials  48.5469-1.00-1-1.3%
EUFNEurope Financials  24.0376-0.41-0.4114.65%
PGFFinancial Preferred  14.7623-0.34-0.341.23%
 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 Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 19.50    
Smart Investing & Trading Score: 25
Day Percent Change: 0.62%    
Day Change: 0.12
Week Change: 0.62%    
Year-to-date Change: -23.1%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of Japan Smaller Capitalization Fund, Inc.JOF Japan Smaller Capitalization Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 172.247 Millions
Recent Price: 7.82    
Smart Investing & Trading Score: 25
Day Percent Change: 0.39%    
Day Change: 0.03
Week Change: 0.39%    
Year-to-date Change: 3.0%
JOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOF to Watchlist:       View:      Get Complete JOF Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.75    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: 0.25%    
Year-to-date Change: -2.7%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Empire State Realty OP, L.P.ESBA Empire State Realty OP, L.P.
Sector: Financials
SubSector: REIT - Office
MarketCap: 220.866 Millions
Recent Price: 9.31    
Smart Investing & Trading Score: 25
Day Percent Change: -2.00%    
Day Change: -0.19
Week Change: -2%    
Year-to-date Change: -1.0%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of Blackstone Mortgage Trust, Inc.BXMT Blackstone Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2820.69 Millions
Recent Price: 18.03    
Smart Investing & Trading Score: 25
Day Percent Change: -1.80%    
Day Change: -0.33
Week Change: -1.8%    
Year-to-date Change: -15.2%
BXMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMT to Watchlist:       View:      Get Complete BXMT Trend Analysis ➞

Stock Chart of The RMR Group Inc.RMR The RMR Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 797.419 Millions
Recent Price: 23.81    
Smart Investing & Trading Score: 25
Day Percent Change: -1.04%    
Day Change: -0.25
Week Change: -1.04%    
Year-to-date Change: -15.7%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

Stock Chart of Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 210.603 Millions
Recent Price: 6.28    
Smart Investing & Trading Score: 25
Day Percent Change: -0.87%    
Day Change: -0.05
Week Change: -0.87%    
Year-to-date Change: 0.9%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of American Realty Investors, Inc.ARL American Realty Investors, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 132.242 Millions
Recent Price: 13.82    
Smart Investing & Trading Score: 25
Day Percent Change: -0.72%    
Day Change: -0.10
Week Change: -0.72%    
Year-to-date Change: -20.6%
ARL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARL to Watchlist:       View:      Get Complete ARL Trend Analysis ➞

Stock Chart of Orrstown Financial Services, Inc.ORRF Orrstown Financial Services, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 159.999 Millions
Recent Price: 26.62    
Smart Investing & Trading Score: 25
Day Percent Change: -0.49%    
Day Change: -0.13
Week Change: -0.49%    
Year-to-date Change: -9.8%
ORRF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORRF to Watchlist:       View:      Get Complete ORRF Trend Analysis ➞

Stock Chart of Banco Santander (Brasil) S.A.BSBR Banco Santander (Brasil) S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 21961.4 Millions
Recent Price: 5.43    
Smart Investing & Trading Score: 25
Day Percent Change: -0.37%    
Day Change: -0.02
Week Change: -0.37%    
Year-to-date Change: -17.1%
BSBR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSBR to Watchlist:       View:      Get Complete BSBR Trend Analysis ➞

Stock Chart of Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 13.78    
Smart Investing & Trading Score: 23
Day Percent Change: -3.03%    
Day Change: -0.43
Week Change: -3.03%    
Year-to-date Change: -32.9%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 179.66    
Smart Investing & Trading Score: 23
Day Percent Change: -1.20%    
Day Change: -2.18
Week Change: -1.2%    
Year-to-date Change: -6.1%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 7.16    
Smart Investing & Trading Score: 23
Day Percent Change: 0.28%    
Day Change: 0.02
Week Change: 0.28%    
Year-to-date Change: 3.0%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 397.31    
Smart Investing & Trading Score: 23
Day Percent Change: 0.13%    
Day Change: 0.50
Week Change: 0.13%    
Year-to-date Change: 18.6%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.45    
Smart Investing & Trading Score: 23
Day Percent Change: 0.13%    
Day Change: 0.01
Week Change: 0.13%    
Year-to-date Change: 4.2%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 20.23    
Smart Investing & Trading Score: 23
Day Percent Change: -2.32%    
Day Change: -0.48
Week Change: -2.32%    
Year-to-date Change: 3.7%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 215.60    
Smart Investing & Trading Score: 23
Day Percent Change: -1.87%    
Day Change: -4.11
Week Change: -1.87%    
Year-to-date Change: 13.2%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 10.10    
Smart Investing & Trading Score: 23
Day Percent Change: -1.66%    
Day Change: -0.17
Week Change: -1.66%    
Year-to-date Change: -1.9%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Bank of Hawaii CorporationBOH Bank of Hawaii Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2305.19 Millions
Recent Price: 58.89    
Smart Investing & Trading Score: 23
Day Percent Change: -1.55%    
Day Change: -0.93
Week Change: -1.55%    
Year-to-date Change: -18.7%
BOH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOH to Watchlist:       View:      Get Complete BOH Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1169.87 Millions
Recent Price: 15.74    
Smart Investing & Trading Score: 23
Day Percent Change: -0.63%    
Day Change: -0.10
Week Change: -0.63%    
Year-to-date Change: -3.2%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 23
Day Percent Change: -0.28%    
Day Change: -0.02
Week Change: -0.28%    
Year-to-date Change: 2.1%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.98    
Smart Investing & Trading Score: 23
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.08%    
Year-to-date Change: 1.7%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.81    
Smart Investing & Trading Score: 22
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0.05%    
Year-to-date Change: 0.1%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.72    
Smart Investing & Trading Score: 21
Day Percent Change: -1.02%    
Day Change: -0.10
Week Change: -1.02%    
Year-to-date Change: 6.0%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.24    
Smart Investing & Trading Score: 21
Day Percent Change: -0.89%    
Day Change: -0.20
Week Change: -0.89%    
Year-to-date Change: 3.1%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

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