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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
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (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 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
12Stocks.com
Financial Sector Trend
78 / 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%
ABAllianceBernstein Holding Asset Mgmt33.55860.69%8.12%
KJULInnovator Russell Exchange Traded Fund27.88860.69%2.39%
IJANInnovator MSCI Exchange Traded Fund31.68860.66%4.07%
DMOWestern Asset Asset Mgmt11.75860.65%5.19%
EQCEquity Commonwealth REIT - Office19.31860.63%0.57%
ETBEaton Vance Closed-End Fund - Equity13.65860.44%5.16%
ETOEaton Vance Closed-End Fund - Equity25.13860.40%6.30%
KWKennedy-Wilson  Property Mgmt10.22860.29%-17.45%
PMAYInnovator S&P Exchange Traded Fund33.56860.29%6.70%
CASHMeta  S&L53.31860.28%0.72%
CACCamden National Regional Banks32.42860.15%-13.85%
ONLOrion Office REIT - Office3.75851.90%-34.44%
KCGIKensington Capital SPAC11.08850.34%3.65%
FSCOFS Credit Closed-End Fund - Debt6.32850.32%11.56%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity10.00832.99%9.05%
KYNKayne Anderson Closed-End Fund - Equity9.90832.70%12.76%
MTBM&T Bank Regional Banks151.60832.53%10.59%
TYGTortoise Energy Closed-End Fund - Equity33.51832.48%16.48%
ZTRVirtus Total Closed-End Fund - Equity5.45832.06%-1.09%
CEMClearBridge MLP Closed-End Fund - Equity47.29832.03%17.96%
UDRUDR  REIT38.62831.98%0.86%
FBCVFidelity Blue Exchange Traded Fund30.62831.96%5.02%
SANBanco Santander Foreign Banks5.24831.95%26.57%
ALTLPacer Lunt Exchange Traded Fund34.83831.81%3.86%
METMetLife  Life Insurance72.37831.77%9.44%
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 10.74% and is currently outperforming the overall market by 0.95% 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: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**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 [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
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
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
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
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-47%]
.
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
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[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  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 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 AllianceBernstein Holding L.P.AB AllianceBernstein Holding L.P.
Sector: Financials
SubSector: Asset Management
MarketCap: 1975.83 Millions
Recent Price: 33.55    
Smart Investing & Trading Score: 86
Day Percent Change: 0.69%    
Day Change: 0.23
Week Change: -0.56%    
Year-to-date Change: 8.1%
AB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AB to Watchlist:       View:      Get Complete AB Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.88    
Smart Investing & Trading Score: 86
Day Percent Change: 0.69%    
Day Change: 0.19
Week Change: 0.58%    
Year-to-date Change: 2.4%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.68    
Smart Investing & Trading Score: 86
Day Percent Change: 0.66%    
Day Change: 0.21
Week Change: 0.08%    
Year-to-date Change: 4.1%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.75    
Smart Investing & Trading Score: 86
Day Percent Change: 0.65%    
Day Change: 0.08
Week Change: 0.77%    
Year-to-date Change: 5.2%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of Equity CommonwealthEQC Equity Commonwealth
Sector: Financials
SubSector: REIT - Office
MarketCap: 3659.36 Millions
Recent Price: 19.31    
Smart Investing & Trading Score: 86
Day Percent Change: 0.63%    
Day Change: 0.12
Week Change: 0.31%    
Year-to-date Change: 0.6%
EQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQC to Watchlist:       View:      Get Complete EQC Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Income FundETB Eaton Vance Tax-Managed Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.647 Millions
Recent Price: 13.65    
Smart Investing & Trading Score: 86
Day Percent Change: 0.44%    
Day Change: 0.06
Week Change: -0.44%    
Year-to-date Change: 5.2%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 25.13    
Smart Investing & Trading Score: 86
Day Percent Change: 0.40%    
Day Change: 0.10
Week Change: -1.02%    
Year-to-date Change: 6.3%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO Trend Analysis ➞

Stock Chart of Kennedy-Wilson Holdings, Inc.KW Kennedy-Wilson Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 2025.42 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 86
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 2.2%    
Year-to-date Change: -17.5%
KW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KW to Watchlist:       View:      Get Complete KW Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.56    
Smart Investing & Trading Score: 86
Day Percent Change: 0.29%    
Day Change: 0.10
Week Change: -0.11%    
Year-to-date Change: 6.7%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 53.31    
Smart Investing & Trading Score: 86
Day Percent Change: 0.28%    
Day Change: 0.15
Week Change: -3.51%    
Year-to-date Change: 0.7%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Camden National CorporationCAC Camden National Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 550.999 Millions
Recent Price: 32.42    
Smart Investing & Trading Score: 86
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: 0.31%    
Year-to-date Change: -13.9%
CAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAC to Watchlist:       View:      Get Complete CAC Trend Analysis ➞

Stock Chart of Orion Office REIT Inc.ONL Orion Office REIT Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 375 Millions
Recent Price: 3.75    
Smart Investing & Trading Score: 85
Day Percent Change: 1.90%    
Day Change: 0.07
Week Change: 7.45%    
Year-to-date Change: -34.4%
ONL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONL to Watchlist:       View:      Get Complete ONL Trend Analysis ➞

Stock Chart of Kensington Capital Acquisition Corp. VKCGI Kensington Capital Acquisition Corp. V
Sector: Financials
SubSector: SPAC
MarketCap: 365 Millions
Recent Price: 11.08    
Smart Investing & Trading Score: 85
Day Percent Change: 0.34%    
Day Change: 0.04
Week Change: 0.45%    
Year-to-date Change: 3.7%
KCGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCGI to Watchlist:       View:      Get Complete KCGI Trend Analysis ➞

Stock Chart of FS Credit Opportunities Corp.FSCO FS Credit Opportunities Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 942 Millions
Recent Price: 6.32    
Smart Investing & Trading Score: 85
Day Percent Change: 0.32%    
Day Change: 0.02
Week Change: 1.61%    
Year-to-date Change: 11.6%
FSCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSCO to Watchlist:       View:      Get Complete FSCO Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.DPG Duff & Phelps Utility and Infrastructure Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 301.147 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 83
Day Percent Change: 2.99%    
Day Change: 0.29
Week Change: 1.73%    
Year-to-date Change: 9.1%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG Trend Analysis ➞

Stock Chart of Kayne Anderson MLP/Midstream Investment CompanyKYN Kayne Anderson MLP/Midstream Investment Company
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 440.947 Millions
Recent Price: 9.90    
Smart Investing & Trading Score: 83
Day Percent Change: 2.70%    
Day Change: 0.26
Week Change: 1.23%    
Year-to-date Change: 12.8%
KYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KYN to Watchlist:       View:      Get Complete KYN Trend Analysis ➞

Stock Chart of M&T Bank CorporationMTB M&T Bank Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 13950.9 Millions
Recent Price: 151.60    
Smart Investing & Trading Score: 83
Day Percent Change: 2.53%    
Day Change: 3.74
Week Change: 0.62%    
Year-to-date Change: 10.6%
MTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTB to Watchlist:       View:      Get Complete MTB Trend Analysis ➞

Stock Chart of Tortoise Energy Infrastructure CorporationTYG Tortoise Energy Infrastructure Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.547 Millions
Recent Price: 33.51    
Smart Investing & Trading Score: 83
Day Percent Change: 2.48%    
Day Change: 0.81
Week Change: 1.3%    
Year-to-date Change: 16.5%
TYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TYG to Watchlist:       View:      Get Complete TYG Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 5.45    
Smart Investing & Trading Score: 83
Day Percent Change: 2.06%    
Day Change: 0.11
Week Change: 0.93%    
Year-to-date Change: -1.1%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of ClearBridge MLP and Midstream Fund IncCEM ClearBridge MLP and Midstream Fund Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 114.747 Millions
Recent Price: 47.29    
Smart Investing & Trading Score: 83
Day Percent Change: 2.03%    
Day Change: 0.94
Week Change: 1.26%    
Year-to-date Change: 18.0%
CEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEM to Watchlist:       View:      Get Complete CEM Trend Analysis ➞

Stock Chart of UDR, Inc.UDR UDR, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 10180.1 Millions
Recent Price: 38.62    
Smart Investing & Trading Score: 83
Day Percent Change: 1.98%    
Day Change: 0.75
Week Change: -0.87%    
Year-to-date Change: 0.9%
UDR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UDR to Watchlist:       View:      Get Complete UDR Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Value ETFFBCV Fidelity Blue Chip Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.62    
Smart Investing & Trading Score: 83
Day Percent Change: 1.96%    
Day Change: 0.59
Week Change: 0.39%    
Year-to-date Change: 5.0%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of Banco Santander, S.A.SAN Banco Santander, S.A.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 44592.5 Millions
Recent Price: 5.24    
Smart Investing & Trading Score: 83
Day Percent Change: 1.95%    
Day Change: 0.10
Week Change: 2.54%    
Year-to-date Change: 26.6%
SAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAN to Watchlist:       View:      Get Complete SAN Trend Analysis ➞

Stock Chart of Pacer Lunt Large Cap Alternator ETFALTL Pacer Lunt Large Cap Alternator ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.83    
Smart Investing & Trading Score: 83
Day Percent Change: 1.81%    
Day Change: 0.62
Week Change: 0.33%    
Year-to-date Change: 3.9%
ALTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTL to Watchlist:       View:      Get Complete ALTL Trend Analysis ➞

Stock Chart of MetLife, Inc.MET MetLife, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 26272.9 Millions
Recent Price: 72.37    
Smart Investing & Trading Score: 83
Day Percent Change: 1.77%    
Day Change: 1.26
Week Change: -0.23%    
Year-to-date Change: 9.4%
MET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MET to Watchlist:       View:      Get Complete MET Trend Analysis ➞

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