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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 16, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 100 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 76 and hence an improvement of trend.

 Year To Date Performance: 12.18 %
 Weekly Performance: 0.84 %
 Daily Performance: 0.74 %
12Stocks.com
Financial Sector Trend
100 / 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%
CGCarlyle  Asset Mgmt44.06494.16%8.28%
PAXPatria s Asset Mgmt13.30491.84%-15.23%
NYMTNew York Mortgage6.27490.64%-26.49%
BENFranklin Resources Asset Mgmt24.51490.37%-17.72%
NPVNuveen Virginia  Investments10.79490.37%0.09%
SBIWestern Asset Asset Mgmt7.82490.26%1.56%
SOFISoFi Technologies Credit Services7.2749-2.68%-26.19%
ARIApollo Commercial Mortgage10.2349-0.29%-12.86%
CHCOCity Holding Regional Banks104.55490.91%-5.18%
MPABlackRock MuniYield Closed-End Fund - Debt11.97480.55%2.92%
VERYVericity  Life Insurance11.29480.09%0.89%
RDNRadian  Insurance31.34480.00%9.77%
ASCBA SPAC SPAC11.12480.00%2.39%
BYNObyNordic Acquisition SPAC11.1748-0.27%2.01%
MBINNMerchants Bancorp Banks - Regional20.41481.37%0.12%
NIMNuveen Select Closed-End Fund - Debt8.89480.11%0.79%
PLAOPatria Latin SPAC11.37480.09%2.52%
GHIXGores  SPAC10.5648-0.09%0.57%
FTHMFathom  Real Estate Services1.48473.50%-57.83%
FLICFirst of Long Island Regional Banks10.56471.05%-20.24%
CFFIC&F  Regional Banks43.02470.75%-36.91%
EHTHeHealth  Insurance5.31470.57%-39.11%
FSDFirst Trust Closed-End Fund - Debt11.86470.42%-1.90%
PEBPebblebrook Hotel REIT14.8247-0.74%-7.26%
RMRRMR  Real Estatet23.9947-0.74%-15.02%
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 12.18% and is currently outperforming the overall market by 1.46% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 100
YTD Performance: 12.18%
**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 [486%] Banco Macro[133%] SelectQuote [115%]
Banco BBVA[114%] Grupo Financiero[113%] Gladstone Capital[109%]
EverQuote [93%] Hippo [93%] Grupo Supervielle[90%]
Yiren Digital[62%] Vista Oil[61%] First [60%]
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
Bridge [15.2%] Medical Properties[13.4%] Huize Holding[13%]
SelectQuote [12.2%] Arbor Realty[12.1%] Cipher Mining[11.8%]
C3.ai [11.3%] First Foundation[11%] Lemonade [10.7%]
Upstart [10.7%] Siebert [10%] Trupanion [9.8%]
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
Office Properties[-68%] New York[-64%] Texas Pacific[-62%]
Hywin [-58%] Fathom [-58%] Douglas Elliman[-56%]
FRP [-52%] AlTi Global[-51%] Fanhua [-48%]
Granite Point[-44%] OppFi [-44%] Fangdd Network[-41%]
.
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
Bridge [100] First Community[100] Banco Macro[100]
Jones Lang[100] Northrim BanCorp[100] Stratus Properties[100]
KKR [100] Metals Acquisition[100] Oppenheimer [100]
Cushman & Wakefield[100] IRSA Inversiones[100] Grupo Supervielle[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  42.181000.740.8412.18%
IAIBroker-Dealers & Secs 118.951001.572.149.6%
IYFFinancials  95.84880.510.6712.21%
IYGFinancial Services  66.951001.161.3212.08%
KRERegional Banking  50.95900.121.19-2.82%
IXGGlobal Financials  88.34880.750.9712.42%
VFHFinancials  102.13880.470.5910.7%
KBEBank  47.89950.521.164.06%
FASFinancial Bull 3X 110.521002.322.3933.72%
FAZFinancial Bear 3X 9.910-2.17-2.17-27.51%
UYGFinancials  67.661001.421.4522.57%
IATRegional Banks  43.651000.831.564.33%
KIEInsurance  51.0278-0.10-0.4912.83%
PSCFSmallCap Financials  48.901001.311.17-0.57%
EUFNEurope Financials  23.89950.441.4913.98%
PGFFinancial Preferred  14.87571.231.091.99%
 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 The Carlyle Group Inc.CG The Carlyle Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 7269.33 Millions
Recent Price: 44.06    
Smart Investing & Trading Score: 49
Day Percent Change: 4.16%    
Day Change: 1.76
Week Change: 3.67%    
Year-to-date Change: 8.3%
CG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CG to Watchlist:       View:      Get Complete CG Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 49
Day Percent Change: 1.84%    
Day Change: 0.24
Week Change: 3.02%    
Year-to-date Change: -15.2%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.27    
Smart Investing & Trading Score: 49
Day Percent Change: 0.64%    
Day Change: 0.04
Week Change: 1.95%    
Year-to-date Change: -26.5%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 24.51    
Smart Investing & Trading Score: 49
Day Percent Change: 0.37%    
Day Change: 0.09
Week Change: 3.24%    
Year-to-date Change: -17.7%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.79    
Smart Investing & Trading Score: 49
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 0.19%    
Year-to-date Change: 0.1%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Western Asset Intermediate Muni Fund Inc.SBI Western Asset Intermediate Muni Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 109.803 Millions
Recent Price: 7.82    
Smart Investing & Trading Score: 49
Day Percent Change: 0.26%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 1.6%
SBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBI to Watchlist:       View:      Get Complete SBI Trend Analysis ➞

Stock Chart of SoFi Technologies, Inc.SOFI SoFi Technologies, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 7990 Millions
Recent Price: 7.27    
Smart Investing & Trading Score: 49
Day Percent Change: -2.68%    
Day Change: -0.20
Week Change: 4.76%    
Year-to-date Change: -26.2%
SOFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SOFI to Watchlist:       View:      Get Complete SOFI Trend Analysis ➞

Stock Chart of Apollo Commercial Real Estate Finance, Inc.ARI Apollo Commercial Real Estate Finance, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1302.19 Millions
Recent Price: 10.23    
Smart Investing & Trading Score: 49
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: 1.19%    
Year-to-date Change: -12.9%
ARI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARI to Watchlist:       View:      Get Complete ARI Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 104.55    
Smart Investing & Trading Score: 49
Day Percent Change: 0.91%    
Day Change: 0.94
Week Change: -1.3%    
Year-to-date Change: -5.2%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 11.97    
Smart Investing & Trading Score: 48
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: -0.17%    
Year-to-date Change: 2.9%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.29    
Smart Investing & Trading Score: 48
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.18%    
Year-to-date Change: 0.9%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Radian Group Inc.RDN Radian Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2950.12 Millions
Recent Price: 31.34    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.95%    
Year-to-date Change: 9.8%
RDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RDN to Watchlist:       View:      Get Complete RDN Trend Analysis ➞

Stock Chart of A SPAC II Acquisition CorporationASCB A SPAC II Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 267 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: 2.4%
ASCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASCB to Watchlist:       View:      Get Complete ASCB Trend Analysis ➞

Stock Chart of byNordic Acquisition CorporationBYNO byNordic Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 11.17    
Smart Investing & Trading Score: 48
Day Percent Change: -0.27%    
Day Change: -0.03
Week Change: -0.13%    
Year-to-date Change: 2.0%
BYNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYNO to Watchlist:       View:      Get Complete BYNO Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 20.41    
Smart Investing & Trading Score: 48
Day Percent Change: 1.37%    
Day Change: 0.27
Week Change: 0.96%    
Year-to-date Change: 0.1%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.89    
Smart Investing & Trading Score: 48
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 0.8%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 48
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 2.5%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO Trend Analysis ➞

Stock Chart of Gores Holdings IX, Inc.GHIX Gores Holdings IX, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 664 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 48
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 0.6%
GHIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHIX to Watchlist:       View:      Get Complete GHIX Trend Analysis ➞

Stock Chart of Fathom Holdings Inc.FTHM Fathom Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 37267 Millions
Recent Price: 1.48    
Smart Investing & Trading Score: 47
Day Percent Change: 3.50%    
Day Change: 0.05
Week Change: 4.23%    
Year-to-date Change: -57.8%
FTHM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTHM to Watchlist:       View:      Get Complete FTHM Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 47
Day Percent Change: 1.05%    
Day Change: 0.11
Week Change: 0.76%    
Year-to-date Change: -20.2%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of C&F Financial CorporationCFFI C&F Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 145.559 Millions
Recent Price: 43.02    
Smart Investing & Trading Score: 47
Day Percent Change: 0.75%    
Day Change: 0.32
Week Change: 0.82%    
Year-to-date Change: -36.9%
CFFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFI to Watchlist:       View:      Get Complete CFFI Trend Analysis ➞

Stock Chart of eHealth, Inc.EHTH eHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 2813.57 Millions
Recent Price: 5.31    
Smart Investing & Trading Score: 47
Day Percent Change: 0.57%    
Day Change: 0.03
Week Change: 2.91%    
Year-to-date Change: -39.1%
EHTH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHTH to Watchlist:       View:      Get Complete EHTH Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.86    
Smart Investing & Trading Score: 47
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: 0.76%    
Year-to-date Change: -1.9%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of Pebblebrook Hotel TrustPEB Pebblebrook Hotel Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1472.84 Millions
Recent Price: 14.82    
Smart Investing & Trading Score: 47
Day Percent Change: -0.74%    
Day Change: -0.11
Week Change: 1.3%    
Year-to-date Change: -7.3%
PEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEB to Watchlist:       View:      Get Complete PEB 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: 23.99    
Smart Investing & Trading Score: 47
Day Percent Change: -0.74%    
Day Change: -0.18
Week Change: 0.84%    
Year-to-date Change: -15.0%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

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