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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 20, 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 66 (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 %
12Stocks.com
Financial Sector Trend
66 / 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%
DSUBlackRock Debt Closed-End Fund - Debt10.9010-0.46%1.02%
PECOPhillips Edison REIT - Retail32.4510-0.46%-11.89%
RWAYRunway Growth Credit Services11.6710-0.43%-7.89%
PCQPIMCO California Closed-End Fund - Debt9.3910-0.21%0.75%
PPTPutnam Premier Closed-End Fund - Debt3.5210-0.14%-1.26%
HRZNHorizon Technology Asset Mgmt11.5710-0.04%-12.19%
PHKPIMCO High Closed-End Fund - Debt4.8080.84%-3.81%
HYTBlackRock Corporate Closed-End Fund - Debt9.708-0.21%2.86%
PFLTPennantPark Floating Asset Mgmt11.277-0.09%-6.86%
HIXWestern Asset Closed-End Fund - Debt4.4100.68%-11.09%
BAPCredicorp  Banks164.1200.07%9.46%
AIZAssurant  Insurance172.190-1.94%2.20%
AMSFAmerisafe  Insurance45.650-1.55%-2.42%
CACCCredit Acceptance Credit Services493.190-0.77%-7.42%
WUWestern Union Credit Services13.060-0.61%9.56%
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 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: 66
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[71%] 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[8.2%] Independent Bank[7.8%]
Huize Holding[5.6%] Iris Energy[5.5%] Office Properties[4.8%]
Medical Properties[4.4%] BlackRock Capital[4%] Citizens [3.9%]
Rocket [3.8%] Hippo [3.7%] BlackRock Innovation[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[-69%] 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]
Perella Weinberg[100] KraneShares Trust[100] Bancolombia S.A[100]
Stratus Properties[100] Central Securities[100] Veritex [100]
Brighthouse [100] Meta [100] Gabelli Multimedia[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  41.9166-1.37-1.3711.46%
IAIBroker-Dealers & Secs 119.58880.090.0910.18%
IYFFinancials  95.6276-1.27-1.2711.95%
IYGFinancial Services  66.4669-0.97-0.9711.25%
KRERegional Banking  50.4569-1.46-1.46-3.79%
IXGGlobal Financials  88.0783-0.73-0.7312.08%
VFHFinancials  101.9776-1.00-110.52%
KBEBank  47.2868-1.36-1.362.74%
FASFinancial Bull 3X 108.3158-3.57-3.5731.05%
FAZFinancial Bear 3X 10.11423.693.69-26.04%
UYGFinancials  66.8758-2.44-2.4421.14%
IATRegional Banks  42.7669-1.52-1.522.2%
KIEInsurance  51.2171-1.20-1.213.25%
PSCFSmallCap Financials  49.0269-0.02-0.02-0.32%
EUFNEurope Financials  24.0276-0.46-0.4614.6%
PGFFinancial Preferred  14.7623-0.37-0.371.2%
 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 BlackRock Debt Strategies Fund, Inc.DSU BlackRock Debt Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.307 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 10
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -0.46%    
Year-to-date Change: 1.0%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of Phillips Edison & Company, Inc.PECO Phillips Edison & Company, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3920 Millions
Recent Price: 32.45    
Smart Investing & Trading Score: 10
Day Percent Change: -0.46%    
Day Change: -0.15
Week Change: -0.46%    
Year-to-date Change: -11.9%
PECO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PECO to Watchlist:       View:      Get Complete PECO Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 11.67    
Smart Investing & Trading Score: 10
Day Percent Change: -0.43%    
Day Change: -0.05
Week Change: -0.43%    
Year-to-date Change: -7.9%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.39    
Smart Investing & Trading Score: 10
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: -0.21%    
Year-to-date Change: 0.8%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

Stock Chart of Putnam Premier Income TrustPPT Putnam Premier Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 419.607 Millions
Recent Price: 3.52    
Smart Investing & Trading Score: 10
Day Percent Change: -0.14%    
Day Change: 0.00
Week Change: -0.14%    
Year-to-date Change: -1.3%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of Horizon Technology Finance CorporationHRZN Horizon Technology Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 109.203 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 10
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -0.04%    
Year-to-date Change: -12.2%
HRZN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRZN to Watchlist:       View:      Get Complete HRZN Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.80    
Smart Investing & Trading Score: 8
Day Percent Change: 0.84%    
Day Change: 0.04
Week Change: 0.84%    
Year-to-date Change: -3.8%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund, Inc.HYT BlackRock Corporate High Yield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 902.007 Millions
Recent Price: 9.70    
Smart Investing & Trading Score: 8
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: -0.21%    
Year-to-date Change: 2.9%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of PennantPark Floating Rate Capital Ltd.PFLT PennantPark Floating Rate Capital Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.903 Millions
Recent Price: 11.27    
Smart Investing & Trading Score: 7
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.09%    
Year-to-date Change: -6.9%
PFLT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFLT to Watchlist:       View:      Get Complete PFLT Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.41    
Smart Investing & Trading Score: 0
Day Percent Change: 0.68%    
Day Change: 0.03
Week Change: 0.68%    
Year-to-date Change: -11.1%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Credicorp Ltd.BAP Credicorp Ltd.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 11809.9 Millions
Recent Price: 164.12    
Smart Investing & Trading Score: 0
Day Percent Change: 0.07%    
Day Change: 0.12
Week Change: 0.07%    
Year-to-date Change: 9.5%
BAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAP to Watchlist:       View:      Get Complete BAP Trend Analysis ➞

Stock Chart of Assurant, Inc.AIZ Assurant, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 6110.3 Millions
Recent Price: 172.19    
Smart Investing & Trading Score: 0
Day Percent Change: -1.94%    
Day Change: -3.41
Week Change: -1.94%    
Year-to-date Change: 2.2%
AIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIZ to Watchlist:       View:      Get Complete AIZ Trend Analysis ➞

Stock Chart of Amerisafe, Inc.AMSF Amerisafe, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1159.32 Millions
Recent Price: 45.65    
Smart Investing & Trading Score: 0
Day Percent Change: -1.55%    
Day Change: -0.72
Week Change: -1.55%    
Year-to-date Change: -2.4%
AMSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMSF to Watchlist:       View:      Get Complete AMSF Trend Analysis ➞

Stock Chart of Credit Acceptance CorporationCACC Credit Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 5219.28 Millions
Recent Price: 493.19    
Smart Investing & Trading Score: 0
Day Percent Change: -0.77%    
Day Change: -3.81
Week Change: -0.77%    
Year-to-date Change: -7.4%
CACC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CACC to Watchlist:       View:      Get Complete CACC Trend Analysis ➞

Stock Chart of The Western Union CompanyWU The Western Union Company
Sector: Financials
SubSector: Credit Services
MarketCap: 7974.48 Millions
Recent Price: 13.06    
Smart Investing & Trading Score: 0
Day Percent Change: -0.61%    
Day Change: -0.08
Week Change: -0.61%    
Year-to-date Change: 9.6%
WU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WU to Watchlist:       View:      Get Complete WU Trend Analysis ➞

For tabular summary view of above stock list: Summary View ➞
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Financial Stocks With Best Up Trends [0-bearish to 100-bullish]:
Independent Bank[100], Iris Energy[100], BlackRock Capital[100], Perella Weinberg[100], KraneShares Trust[100], Bancolombia S.A[100], Stratus Properties[100], Central Securities[100], Veritex [100], Brighthouse [100], Meta [100]

Best Financial Stocks Year-to-Date:
Root [507.55%], Banco Macro[130.66%], Grupo Financiero[115.87%], Banco BBVA[115.07%], Gladstone Capital[107.71%], EverQuote [104.82%], SelectQuote [102.19%], Hippo [99.67%], Grupo Supervielle[88.92%], Fangdd Network[70.88%], Vista Oil[64.62%]

Best Financial Stocks This Week:
OppFi [11%], B. Riley[8.17%], Independent Bank[7.76%], Huize Holding[5.56%], Iris Energy[5.48%], Office Properties[4.78%], Medical Properties[4.39%], BlackRock Capital[3.99%], Citizens [3.93%], Rocket [3.75%], Hippo [3.71%]

Best Financial Stocks Daily:
OppFi [11.00%], B. Riley[8.17%], Independent Bank[7.76%], Huize Holding[5.56%], Iris Energy[5.48%], Office Properties[4.78%], Medical Properties[4.39%], BlackRock Capital[3.99%], Citizens [3.93%], Rocket [3.75%], Hippo [3.71%]


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