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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 5, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (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: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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%
PKSTPeakstone Realty REIT - 14.10930.61%-31.31%
HIFSHingham Institution S&L177.63930.53%-8.63%
DCOMDime Community S&L19.40930.41%-27.96%
HFWAHeritage  Regional Banks18.89930.27%-11.69%
IBKRInteractive Brokers Brokerage120.12930.27%44.90%
STBAS&T Bancorp Regional Banks31.55930.06%-5.60%
PEBKPeoples Bancorp Regional Banks31.00930.03%0.19%
MCYMercury General Insurance54.7093-1.37%46.61%
HDBHDFC Bank Foreign Banks58.5193-0.61%-12.81%
OCFCOceanFirst  S&L15.4593-0.19%-11.00%
VBTXVeritex  Regional - Southwest Banks20.4993-0.05%-11.95%
UDRUDR  REIT38.23931.76%-0.16%
EOIEaton Vance Closed-End Fund - Equity18.27931.73%10.19%
PDMPiedmont Office REIT - Office6.91931.17%-2.81%
RPARRPAR Risk Exchange Traded Fund18.93931.07%-1.05%
CBHAllianzGI Convertible Asset Mgmt8.9193-0.11%2.18%
FGF&G Annuities Insurance - Life40.20904.62%-12.81%
RKTRocket  Mortgage Finance13.30904.48%-8.15%
SHGShinhan  Foreign Banks34.50902.62%12.09%
VCTRVictory Capital Asset Mgmt52.19901.56%51.54%
JIGJPMorgan  Exchange Traded Fund61.81901.24%5.93%
BDJBlackRock Enhanced Closed-End Fund - Equity8.14901.12%5.85%
JOFJapan Smaller Closed-End Fund - Foreign7.86901.03%3.56%
EVTEaton Vance Closed-End Fund - Equity23.02901.01%3.46%
FNFFidelity National Insurance51.52901.00%0.98%
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 7.85% and is currently outperforming the overall market by 0.97% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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
New York[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Peakstone Realty TrustPKST Peakstone Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1050 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 93
Day Percent Change: 0.61%    
Day Change: 0.09
Week Change: 1.55%    
Year-to-date Change: -31.3%
PKST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKST to Watchlist:       View:      Get Complete PKST Trend Analysis ➞

Stock Chart of Hingham Institution for SavingsHIFS Hingham Institution for Savings
Sector: Financials
SubSector: Savings & Loans
MarketCap: 341.93 Millions
Recent Price: 177.63    
Smart Investing & Trading Score: 93
Day Percent Change: 0.53%    
Day Change: 0.93
Week Change: 2.77%    
Year-to-date Change: -8.6%
HIFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIFS to Watchlist:       View:      Get Complete HIFS Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 19.40    
Smart Investing & Trading Score: 93
Day Percent Change: 0.41%    
Day Change: 0.08
Week Change: 1.68%    
Year-to-date Change: -28.0%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of Heritage Financial CorporationHFWA Heritage Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 752.829 Millions
Recent Price: 18.89    
Smart Investing & Trading Score: 93
Day Percent Change: 0.27%    
Day Change: 0.05
Week Change: 5.71%    
Year-to-date Change: -11.7%
HFWA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HFWA to Watchlist:       View:      Get Complete HFWA Trend Analysis ➞

Stock Chart of Interactive Brokers Group, Inc.IBKR Interactive Brokers Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 16975.7 Millions
Recent Price: 120.12    
Smart Investing & Trading Score: 93
Day Percent Change: 0.27%    
Day Change: 0.32
Week Change: 3.42%    
Year-to-date Change: 44.9%
IBKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBKR to Watchlist:       View:      Get Complete IBKR Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 31.55    
Smart Investing & Trading Score: 93
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: 1.84%    
Year-to-date Change: -5.6%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of Peoples Bancorp of North Carolina, Inc.PEBK Peoples Bancorp of North Carolina, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 180.759 Millions
Recent Price: 31.00    
Smart Investing & Trading Score: 93
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: 6.93%    
Year-to-date Change: 0.2%
PEBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBK to Watchlist:       View:      Get Complete PEBK Trend Analysis ➞

Stock Chart of Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 54.70    
Smart Investing & Trading Score: 93
Day Percent Change: -1.37%    
Day Change: -0.76
Week Change: 5.88%    
Year-to-date Change: 46.6%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of HDFC Bank LimitedHDB HDFC Bank Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 29894.1 Millions
Recent Price: 58.51    
Smart Investing & Trading Score: 93
Day Percent Change: -0.61%    
Day Change: -0.36
Week Change: 0.29%    
Year-to-date Change: -12.8%
HDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HDB to Watchlist:       View:      Get Complete HDB Trend Analysis ➞

Stock Chart of OceanFirst Financial Corp.OCFC OceanFirst Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 867.43 Millions
Recent Price: 15.45    
Smart Investing & Trading Score: 93
Day Percent Change: -0.19%    
Day Change: -0.03
Week Change: 0.52%    
Year-to-date Change: -11.0%
OCFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCFC to Watchlist:       View:      Get Complete OCFC Trend Analysis ➞

Stock Chart of Veritex Holdings, Inc.VBTX Veritex Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 625.165 Millions
Recent Price: 20.49    
Smart Investing & Trading Score: 93
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: 1.59%    
Year-to-date Change: -12.0%
VBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBTX to Watchlist:       View:      Get Complete VBTX Trend Analysis ➞

Stock Chart of UDR, Inc.UDR UDR, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 10180.1 Millions
Recent Price: 38.23    
Smart Investing & Trading Score: 93
Day Percent Change: 1.76%    
Day Change: 0.66
Week Change: 0.84%    
Year-to-date Change: -0.2%
UDR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UDR to Watchlist:       View:      Get Complete UDR Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 18.27    
Smart Investing & Trading Score: 93
Day Percent Change: 1.73%    
Day Change: 0.31
Week Change: 3.34%    
Year-to-date Change: 10.2%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Piedmont Office Realty Trust, Inc.PDM Piedmont Office Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 2097.46 Millions
Recent Price: 6.91    
Smart Investing & Trading Score: 93
Day Percent Change: 1.17%    
Day Change: 0.08
Week Change: 2.98%    
Year-to-date Change: -2.8%
PDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDM to Watchlist:       View:      Get Complete PDM Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.93    
Smart Investing & Trading Score: 93
Day Percent Change: 1.07%    
Day Change: 0.20
Week Change: 1.18%    
Year-to-date Change: -1.1%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.91    
Smart Investing & Trading Score: 93
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.22%    
Year-to-date Change: 2.2%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of F&G Annuities & Life, Inc.FG F&G Annuities & Life, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2960 Millions
Recent Price: 40.20    
Smart Investing & Trading Score: 90
Day Percent Change: 4.62%    
Day Change: 1.78
Week Change: 3%    
Year-to-date Change: -12.8%
FG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FG to Watchlist:       View:      Get Complete FG Trend Analysis ➞

Stock Chart of Rocket Companies, Inc.RKT Rocket Companies, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 41287 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 90
Day Percent Change: 4.48%    
Day Change: 0.57
Week Change: 7.69%    
Year-to-date Change: -8.2%
RKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RKT to Watchlist:       View:      Get Complete RKT Trend Analysis ➞

Stock Chart of Shinhan Financial Group Co., Ltd.SHG Shinhan Financial Group Co., Ltd.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 9959.09 Millions
Recent Price: 34.50    
Smart Investing & Trading Score: 90
Day Percent Change: 2.62%    
Day Change: 0.88
Week Change: 1%    
Year-to-date Change: 12.1%
SHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHG to Watchlist:       View:      Get Complete SHG Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 52.19    
Smart Investing & Trading Score: 90
Day Percent Change: 1.56%    
Day Change: 0.80
Week Change: 1.18%    
Year-to-date Change: 51.5%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of JPMorgan International Growth ETFJIG JPMorgan International Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 61.81    
Smart Investing & Trading Score: 90
Day Percent Change: 1.24%    
Day Change: 0.76
Week Change: 1.13%    
Year-to-date Change: 5.9%
JIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JIG to Watchlist:       View:      Get Complete JIG Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.14    
Smart Investing & Trading Score: 90
Day Percent Change: 1.12%    
Day Change: 0.09
Week Change: 1.5%    
Year-to-date Change: 5.9%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ 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: 7.86    
Smart Investing & Trading Score: 90
Day Percent Change: 1.03%    
Day Change: 0.08
Week Change: 3.15%    
Year-to-date Change: 3.6%
JOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOF to Watchlist:       View:      Get Complete JOF Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 23.02    
Smart Investing & Trading Score: 90
Day Percent Change: 1.01%    
Day Change: 0.23
Week Change: 0.61%    
Year-to-date Change: 3.5%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Fidelity National Financial, Inc.FNF Fidelity National Financial, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 6532.18 Millions
Recent Price: 51.52    
Smart Investing & Trading Score: 90
Day Percent Change: 1.00%    
Day Change: 0.51
Week Change: 2.24%    
Year-to-date Change: 1.0%
FNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNF to Watchlist:       View:      Get Complete FNF Trend Analysis ➞

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