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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 26, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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Financial Sector Trend
56 / 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
FTHMFathom  Real Estate Services1.50170.00%-1.32%
RJFRaymond James Brokerage121.9536-4.38%-1.33%
MUABlackRock MuniAssets Closed-End Fund - Debt10.9354-1.13%-1.35%
AONAon  Insurance306.0043-0.92%-1.35%
WIAWestern Asset Closed-End Fund - Debt7.8520-0.82%-1.38%
BWGLegg Mason Closed-End Fund - Debt7.8810-0.38%-1.38%
STWDStarwood Property Mortgage19.117-1.49%-1.39%
VOYAVoya  Asset Mgmt67.9442-2.37%-1.44%
EVREvercore  Asset Mgmt183.6539-1.58%-1.45%
AMPAmeriprise  Asset Mgmt410.9136-0.47%-1.46%
GPMTGranite Point Mortgage4.3325-2.59%-1.48%
BMABanco Macro Foreign Banks49.08430.20%-1.49%
LXPLexington Realty REIT - 8.4518-1.05%-1.52%
EOIEaton Vance Closed-End Fund - Equity17.4361-2.08%-1.53%
KRNYKearny  S&L5.7552-4.33%-1.54%
HYIWestern Asset Asset Mgmt11.5018-0.95%-1.54%
TBBKBancorp  Regional Banks33.4152-0.57%-1.56%
EHTHeHealth  Insurance4.4235-2.21%-1.56%
CBNKCapital Bancorp S&L19.2735-1.18%-1.56%
CUBECubeSmart  REIT - Industrial41.3828-1.76%-1.59%
CLDTChatham Lodging REIT9.1435-2.56%-1.61%
ALEXAlexander & Baldwin Real Estatet15.8342-1.06%-1.62%
HBCPHome Bancorp S&L35.5040-2.69%-1.63%
WDHWaterdrop  Insurance - 1.20530.84%-1.64%
UFCSUnited Fire Insurance22.4281-1.28%-1.67%
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 8.72% and is currently outperforming the overall market by 3.56% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [465%] Hippo [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [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
B. Riley[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Fathom Holdings Inc.FTHM Fathom Holdings Inc.
Sector: Financials
SubSector: Real Estate Services
MarketCap: 37267 Millions
Recent Price: 1.50    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.32%    
Year-to-date Change: -57.3%
FTHM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTHM to Watchlist:       View:      Get Complete FTHM Trend Analysis ➞

Stock Chart of Raymond James Financial, Inc.RJF Raymond James Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 9490.65 Millions
Recent Price: 121.95    
Smart Investing & Trading Score: 36
Day Percent Change: -4.38%    
Day Change: -5.59
Week Change: -1.33%    
Year-to-date Change: 9.4%
RJF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RJF to Watchlist:       View:      Get Complete RJF Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 54
Day Percent Change: -1.13%    
Day Change: -0.13
Week Change: -1.35%    
Year-to-date Change: 3.2%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 306.00    
Smart Investing & Trading Score: 43
Day Percent Change: -0.92%    
Day Change: -2.83
Week Change: -1.35%    
Year-to-date Change: 5.2%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.85    
Smart Investing & Trading Score: 20
Day Percent Change: -0.82%    
Day Change: -0.07
Week Change: -1.38%    
Year-to-date Change: -3.3%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 7.88    
Smart Investing & Trading Score: 10
Day Percent Change: -0.38%    
Day Change: -0.03
Week Change: -1.38%    
Year-to-date Change: -5.7%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of Starwood Property Trust, Inc.STWD Starwood Property Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 3447.09 Millions
Recent Price: 19.11    
Smart Investing & Trading Score: 7
Day Percent Change: -1.49%    
Day Change: -0.29
Week Change: -1.39%    
Year-to-date Change: -9.1%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Voya Financial, Inc.VOYA Voya Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 4771.23 Millions
Recent Price: 67.94    
Smart Investing & Trading Score: 42
Day Percent Change: -2.37%    
Day Change: -1.65
Week Change: -1.44%    
Year-to-date Change: -6.9%
VOYA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VOYA to Watchlist:       View:      Get Complete VOYA Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 183.65    
Smart Investing & Trading Score: 39
Day Percent Change: -1.58%    
Day Change: -2.94
Week Change: -1.45%    
Year-to-date Change: 7.4%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 410.91    
Smart Investing & Trading Score: 36
Day Percent Change: -0.47%    
Day Change: -1.95
Week Change: -1.46%    
Year-to-date Change: 8.2%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Granite Point Mortgage Trust Inc.GPMT Granite Point Mortgage Trust Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 289.739 Millions
Recent Price: 4.33    
Smart Investing & Trading Score: 25
Day Percent Change: -2.59%    
Day Change: -0.12
Week Change: -1.48%    
Year-to-date Change: -27.2%
GPMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GPMT to Watchlist:       View:      Get Complete GPMT 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: 49.08    
Smart Investing & Trading Score: 43
Day Percent Change: 0.20%    
Day Change: 0.10
Week Change: -1.49%    
Year-to-date Change: 71.0%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of Lexington Realty TrustLXP Lexington Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2483.43 Millions
Recent Price: 8.45    
Smart Investing & Trading Score: 18
Day Percent Change: -1.05%    
Day Change: -0.09
Week Change: -1.52%    
Year-to-date Change: -14.8%
LXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LXP to Watchlist:       View:      Get Complete LXP 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: 17.43    
Smart Investing & Trading Score: 61
Day Percent Change: -2.08%    
Day Change: -0.37
Week Change: -1.53%    
Year-to-date Change: 5.1%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.75    
Smart Investing & Trading Score: 52
Day Percent Change: -4.33%    
Day Change: -0.26
Week Change: -1.54%    
Year-to-date Change: -35.9%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.95%    
Day Change: -0.11
Week Change: -1.54%    
Year-to-date Change: -4.9%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of The Bancorp, Inc.TBBK The Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 267.859 Millions
Recent Price: 33.41    
Smart Investing & Trading Score: 52
Day Percent Change: -0.57%    
Day Change: -0.19
Week Change: -1.56%    
Year-to-date Change: -13.4%
TBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBBK to Watchlist:       View:      Get Complete TBBK Trend Analysis ➞

Stock Chart of eHealth, Inc.EHTH eHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 2813.57 Millions
Recent Price: 4.42    
Smart Investing & Trading Score: 35
Day Percent Change: -2.21%    
Day Change: -0.10
Week Change: -1.56%    
Year-to-date Change: -49.3%
EHTH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHTH to Watchlist:       View:      Get Complete EHTH Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 35
Day Percent Change: -1.18%    
Day Change: -0.23
Week Change: -1.56%    
Year-to-date Change: -20.4%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 41.38    
Smart Investing & Trading Score: 28
Day Percent Change: -1.76%    
Day Change: -0.74
Week Change: -1.59%    
Year-to-date Change: -10.7%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 9.14    
Smart Investing & Trading Score: 35
Day Percent Change: -2.56%    
Day Change: -0.24
Week Change: -1.61%    
Year-to-date Change: -14.7%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of Alexander & Baldwin, Inc.ALEX Alexander & Baldwin, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 751.419 Millions
Recent Price: 15.83    
Smart Investing & Trading Score: 42
Day Percent Change: -1.06%    
Day Change: -0.17
Week Change: -1.62%    
Year-to-date Change: -16.8%
ALEX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALEX to Watchlist:       View:      Get Complete ALEX Trend Analysis ➞

Stock Chart of Home Bancorp, Inc.HBCP Home Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 206.83 Millions
Recent Price: 35.50    
Smart Investing & Trading Score: 40
Day Percent Change: -2.69%    
Day Change: -0.98
Week Change: -1.63%    
Year-to-date Change: -15.5%
HBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBCP to Watchlist:       View:      Get Complete HBCP Trend Analysis ➞

Stock Chart of Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.20    
Smart Investing & Trading Score: 53
Day Percent Change: 0.84%    
Day Change: 0.01
Week Change: -1.64%    
Year-to-date Change: 14.6%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of United Fire Group, Inc.UFCS United Fire Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 862.812 Millions
Recent Price: 22.42    
Smart Investing & Trading Score: 81
Day Percent Change: -1.28%    
Day Change: -0.29
Week Change: -1.67%    
Year-to-date Change: 11.4%
UFCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFCS to Watchlist:       View:      Get Complete UFCS Trend Analysis ➞

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