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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 2, 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 21 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 39 and hence a deterioration of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
21 / 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 %YTD Change%
CCDCalamos Dynamic Closed-End Fund - Equity22.15760.64%11.98%
MFGMizuho  Foreign Banks3.8526-0.52%11.92%
AIGAmerican  Insurance75.81800.66%11.90%
TRVTravelers  Insurance213.15250.47%11.90%
HTLFHeartland  Regional - Southwest Banks42.08100-0.07%11.89%
BCSFBain Capital Asset Mgmt16.861001.38%11.88%
AXSAXIS Capital Insurance61.94470.99%11.87%
UFCSUnited Fire Insurance22.44671.58%11.53%
STEPStepStone  Asset Mgmt35.4926-1.61%11.46%
NXENexGen Energy Closed-End Fund - Debt7.80332.36%11.43%
RNRRenaissanceRe  Insurance218.3230-0.42%11.39%
CTRECareTrust REIT REIT24.931000.85%11.39%
BRK.ABERKSHIRE HTH-A Insurance605000.00250.92%11.35%
SLMSLM  Credit Services21.25460.28%11.14%
CHWCalamos Global Closed-End Fund - Equity6.41680.63%11.09%
PSLVSprott Physical Exchange Traded Fund8.97430.90%11.01%
ISTRInvestar Holding Regional - Southwest Banks16.5588-0.24%11.00%
CEFSprott Physical Asset Mgmt21.25530.76%10.97%
FBCGFidelity Blue Exchange Traded Fund36.917-0.49%10.89%
PEOAdams Natural Closed-End Fund - Equity22.8736-1.08%10.86%
WDHWaterdrop  Insurance - 1.1610-3.33%10.79%
ARESAres Management Asset Mgmt131.7028-1.04%10.75%
BBDCBarings BDC Credit Services9.50692.37%10.72%
GSGoldman Sachs Brokerage426.95830.06%10.67%
GLREGreenlight Capital Insurance12.63644.21%10.60%
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 7.34% and is currently outperforming the overall market by 2.8% 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: Not Good
Overall Trend Score: 21
YTD Performance: 7.34%
**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 [568%] Hippo [141%] Gladstone Capital[103%]
Banco Macro[90%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [67%] Yiren Digital[67%] Grupo Supervielle[58%]
LendingTree [58%] Heritage Insurance[58%] B. Riley[56%]
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
LendingTree [26.4%] Heartland [17.8%] New York[14.5%]
Douglas Elliman[13.5%] Industrial Logistics[11.6%] LendingClub [11.1%]
TPG RE[9.8%] AdvisorShares Pure[9%] USCB [9%]
AltC Acquisition[8.8%] Root [8.6%] GoHealth [8.4%]
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[-67%] Texas Pacific[-64%]
Hywin [-58%] Douglas Elliman[-54%] Fathom [-53%]
FRP [-51%] Fanhua [-51%] eHealth [-49%]
AlTi Global[-47%] OppFi [-47%] RE/MAX [-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
LendingClub [100] TPG RE[100] Redwood Trust[100]
Axos [100] Peoples Bancorp[100] Univest [100]
USCB [100] Equitable [100] Columbia Banking[100]
BankUnited [100] Voya [100] Preferred Bank[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  40.36210.00-1.137.34%
IAIBroker-Dealers & Secs 112.07650.63-0.833.26%
IYFFinancials  91.67530.57-0.547.33%
IYGFinancial Services  63.54280.08-1.666.37%
KRERegional Banking  48.23732.570.08-8.01%
IXGGlobal Financials  83.6023-0.24-0.76.39%
VFHFinancials  97.76280.10-1.185.96%
KBEBank  45.27882.14-0.13-1.63%
FASFinancial Bull 3X 97.3015-0.12-3.3117.73%
FAZFinancial Bear 3X 11.26490.093.68-17.63%
UYGFinancials  62.1528-0.10-2.3612.59%
IATRegional Banks  41.50711.49-0.53-0.81%
KIEInsurance  49.15541.171.288.69%
PSCFSmallCap Financials  46.24270.99-0.25-5.97%
EUFNEurope Financials  22.2341-0.09-1.026.06%
PGFFinancial Preferred  14.6080.760.210.14%
 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 Calamos Dynamic Convertible and Income FundCCD Calamos Dynamic Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 329.047 Millions
Recent Price: 22.15    
Smart Investing & Trading Score: 76
Day Percent Change: 0.64%    
Day Change: 0.14
Week Change: 0.45%    
Year-to-date Change: 12.0%
CCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCD to Watchlist:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.85    
Smart Investing & Trading Score: 26
Day Percent Change: -0.52%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 11.9%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 75.81    
Smart Investing & Trading Score: 80
Day Percent Change: 0.66%    
Day Change: 0.50
Week Change: 1.72%    
Year-to-date Change: 11.9%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG 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: 213.15    
Smart Investing & Trading Score: 25
Day Percent Change: 0.47%    
Day Change: 0.99
Week Change: -0.14%    
Year-to-date Change: 11.9%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

Stock Chart of Heartland Financial USA, Inc.HTLF Heartland Financial USA, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1143.85 Millions
Recent Price: 42.08    
Smart Investing & Trading Score: 100
Day Percent Change: -0.07%    
Day Change: -0.03
Week Change: 17.81%    
Year-to-date Change: 11.9%
HTLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTLF to Watchlist:       View:      Get Complete HTLF Trend Analysis ➞

Stock Chart of Bain Capital Specialty Finance, Inc.BCSF Bain Capital Specialty Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 562.203 Millions
Recent Price: 16.86    
Smart Investing & Trading Score: 100
Day Percent Change: 1.38%    
Day Change: 0.23
Week Change: 2.37%    
Year-to-date Change: 11.9%
BCSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSF to Watchlist:       View:      Get Complete BCSF Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 61.94    
Smart Investing & Trading Score: 47
Day Percent Change: 0.99%    
Day Change: 0.61
Week Change: 2.14%    
Year-to-date Change: 11.9%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS 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: 22.44    
Smart Investing & Trading Score: 67
Day Percent Change: 1.58%    
Day Change: 0.35
Week Change: 0.94%    
Year-to-date Change: 11.5%
UFCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFCS to Watchlist:       View:      Get Complete UFCS Trend Analysis ➞

Stock Chart of StepStone Group Inc.STEP StepStone Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 30757 Millions
Recent Price: 35.49    
Smart Investing & Trading Score: 26
Day Percent Change: -1.61%    
Day Change: -0.58
Week Change: -2.63%    
Year-to-date Change: 11.5%
STEP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STEP to Watchlist:       View:      Get Complete STEP Trend Analysis ➞

Stock Chart of NexGen Energy Ltd.NXE NexGen Energy Ltd.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 210.207 Millions
Recent Price: 7.80    
Smart Investing & Trading Score: 33
Day Percent Change: 2.36%    
Day Change: 0.18
Week Change: -2.01%    
Year-to-date Change: 11.4%
NXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXE to Watchlist:       View:      Get Complete NXE Trend Analysis ➞

Stock Chart of RenaissanceRe Holdings Ltd.RNR RenaissanceRe Holdings Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 6153.32 Millions
Recent Price: 218.32    
Smart Investing & Trading Score: 30
Day Percent Change: -0.42%    
Day Change: -0.93
Week Change: -0.35%    
Year-to-date Change: 11.4%
RNR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNR to Watchlist:       View:      Get Complete RNR Trend Analysis ➞

Stock Chart of CareTrust REIT, Inc.CTRE CareTrust REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1507.94 Millions
Recent Price: 24.93    
Smart Investing & Trading Score: 100
Day Percent Change: 0.85%    
Day Change: 0.21
Week Change: 2.55%    
Year-to-date Change: 11.4%
CTRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTRE to Watchlist:       View:      Get Complete CTRE Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 605000.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.92%    
Day Change: 5499.98
Week Change: -0.32%    
Year-to-date Change: 11.4%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of SLM CorporationSLM SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 3099.78 Millions
Recent Price: 21.25    
Smart Investing & Trading Score: 46
Day Percent Change: 0.28%    
Day Change: 0.06
Week Change: -2.97%    
Year-to-date Change: 11.1%
SLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLM to Watchlist:       View:      Get Complete SLM Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.41    
Smart Investing & Trading Score: 68
Day Percent Change: 0.63%    
Day Change: 0.04
Week Change: 1.1%    
Year-to-date Change: 11.1%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Sprott Physical Silver TrustPSLV Sprott Physical Silver Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 765.851 Millions
Recent Price: 8.97    
Smart Investing & Trading Score: 43
Day Percent Change: 0.90%    
Day Change: 0.08
Week Change: -2.92%    
Year-to-date Change: 11.0%
PSLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSLV to Watchlist:       View:      Get Complete PSLV Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 16.55    
Smart Investing & Trading Score: 88
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: 1.6%    
Year-to-date Change: 11.0%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of Sprott Physical Gold and Silver TrustCEF Sprott Physical Gold and Silver Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 2485.33 Millions
Recent Price: 21.25    
Smart Investing & Trading Score: 53
Day Percent Change: 0.76%    
Day Change: 0.16
Week Change: -1.8%    
Year-to-date Change: 11.0%
CEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEF to Watchlist:       View:      Get Complete CEF Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Growth ETFFBCG Fidelity Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.91    
Smart Investing & Trading Score: 7
Day Percent Change: -0.49%    
Day Change: -0.18
Week Change: -2.04%    
Year-to-date Change: 10.9%
FBCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCG to Watchlist:       View:      Get Complete FBCG Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 22.87    
Smart Investing & Trading Score: 36
Day Percent Change: -1.08%    
Day Change: -0.25
Week Change: -2.35%    
Year-to-date Change: 10.9%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

Stock Chart of Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.16    
Smart Investing & Trading Score: 10
Day Percent Change: -3.33%    
Day Change: -0.04
Week Change: -3.33%    
Year-to-date Change: 10.8%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 131.70    
Smart Investing & Trading Score: 28
Day Percent Change: -1.04%    
Day Change: -1.39
Week Change: -1.44%    
Year-to-date Change: 10.8%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 9.50    
Smart Investing & Trading Score: 69
Day Percent Change: 2.37%    
Day Change: 0.22
Week Change: 1.93%    
Year-to-date Change: 10.7%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of The Goldman Sachs Group, Inc.GS The Goldman Sachs Group, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 54579.3 Millions
Recent Price: 426.95    
Smart Investing & Trading Score: 83
Day Percent Change: 0.06%    
Day Change: 0.24
Week Change: -0.15%    
Year-to-date Change: 10.7%
GS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GS to Watchlist:       View:      Get Complete GS Trend Analysis ➞

Stock Chart of Greenlight Capital Re, Ltd.GLRE Greenlight Capital Re, Ltd.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 228.66 Millions
Recent Price: 12.63    
Smart Investing & Trading Score: 64
Day Percent Change: 4.21%    
Day Change: 0.51
Week Change: 4.81%    
Year-to-date Change: 10.6%
GLRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLRE to Watchlist:       View:      Get Complete GLRE Trend Analysis ➞

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