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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 %
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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
EIGEmployers  Insurance42.18322.40%7.06%
NJULInnovator Nasdaq Exchange Traded Fund58.94710.17%7.04%
JLLJones Lang Property Mgmt202.07931.54%6.99%
NIEAllianzGI Equity Asset Mgmt22.37690.49%6.98%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt19.3354-0.82%6.91%
IIPRInnovative Industrial REIT - Industrial107.78830.76%6.90%
BGRBlackRock Energy Closed-End Fund - Equity13.30611.37%6.83%
TYTri-Continental  Closed-End Fund - Equity30.79861.32%6.80%
LGILazard Global Closed-End Fund - Foreign16.3561-0.24%6.72%
JQCNuveen Credit Closed-End Fund - Debt5.57380.54%6.70%
PMAYInnovator S&P Exchange Traded Fund33.56860.29%6.70%
PHDPioneer Floating Closed-End Fund - Debt9.78631.14%6.65%
ISTRInvestar Holding Regional - Southwest Banks15.90231.08%6.64%
IQSIIQ Candriam Exchange Traded Fund30.08860.76%6.62%
EFTEaton Vance Closed-End Fund - Debt13.38630.53%6.61%
TEITempleton Emerging Closed-End Fund - Debt5.43930.83%6.57%
SEICSEI s Asset Mgmt67.71531.10%6.55%
GINNGoldman Sachs Exchange Traded Fund55.85640.22%6.53%
SCHWCharles Schwab Brokerage73.28681.95%6.51%
NXRTNexPoint Residential REIT36.67952.40%6.51%
CFGCitizens  Regional Banks35.29682.56%6.49%
JPINuveen Preferred Closed-End Fund - Debt19.461000.57%6.46%
NTBBank of N.T. Butterfield & Son Foreign Banks34.07611.04%6.44%
NJANInnovator Nasdaq Exchange Traded Fund44.35640.32%6.41%
XHRXenia Hotels REIT14.49372.33%6.39%
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 Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 42.18    
Smart Investing & Trading Score: 32
Day Percent Change: 2.40%    
Day Change: 0.99
Week Change: 2.08%    
Year-to-date Change: 7.1%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 58.94    
Smart Investing & Trading Score: 71
Day Percent Change: 0.17%    
Day Change: 0.10
Week Change: 0%    
Year-to-date Change: 7.0%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of Jones Lang LaSalle IncorporatedJLL Jones Lang LaSalle Incorporated
Sector: Financials
SubSector: Property Management
MarketCap: 5259.32 Millions
Recent Price: 202.07    
Smart Investing & Trading Score: 93
Day Percent Change: 1.54%    
Day Change: 3.07
Week Change: 1.54%    
Year-to-date Change: 7.0%
JLL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JLL to Watchlist:       View:      Get Complete JLL Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 22.37    
Smart Investing & Trading Score: 69
Day Percent Change: 0.49%    
Day Change: 0.11
Week Change: -0.75%    
Year-to-date Change: 7.0%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 19.33    
Smart Investing & Trading Score: 54
Day Percent Change: -0.82%    
Day Change: -0.16
Week Change: 0.08%    
Year-to-date Change: 6.9%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Innovative Industrial Properties, Inc.IIPR Innovative Industrial Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1193.29 Millions
Recent Price: 107.78    
Smart Investing & Trading Score: 83
Day Percent Change: 0.76%    
Day Change: 0.81
Week Change: -1.37%    
Year-to-date Change: 6.9%
IIPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIPR to Watchlist:       View:      Get Complete IIPR Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 61
Day Percent Change: 1.37%    
Day Change: 0.18
Week Change: 1.22%    
Year-to-date Change: 6.8%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 30.79    
Smart Investing & Trading Score: 86
Day Percent Change: 1.32%    
Day Change: 0.40
Week Change: -0.03%    
Year-to-date Change: 6.8%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 16.35    
Smart Investing & Trading Score: 61
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: -2.21%    
Year-to-date Change: 6.7%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.57    
Smart Investing & Trading Score: 38
Day Percent Change: 0.54%    
Day Change: 0.03
Week Change: -0.54%    
Year-to-date Change: 6.7%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC 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 Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.78    
Smart Investing & Trading Score: 63
Day Percent Change: 1.14%    
Day Change: 0.11
Week Change: 1.24%    
Year-to-date Change: 6.7%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of Investar Holding CorporationISTR Investar Holding Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 136.565 Millions
Recent Price: 15.90    
Smart Investing & Trading Score: 23
Day Percent Change: 1.08%    
Day Change: 0.17
Week Change: 0.06%    
Year-to-date Change: 6.6%
ISTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISTR to Watchlist:       View:      Get Complete ISTR Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.08    
Smart Investing & Trading Score: 86
Day Percent Change: 0.76%    
Day Change: 0.23
Week Change: 0.97%    
Year-to-date Change: 6.6%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.707 Millions
Recent Price: 13.38    
Smart Investing & Trading Score: 63
Day Percent Change: 0.53%    
Day Change: 0.07
Week Change: -0.3%    
Year-to-date Change: 6.6%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income FundTEI Templeton Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 337.907 Millions
Recent Price: 5.43    
Smart Investing & Trading Score: 93
Day Percent Change: 0.83%    
Day Change: 0.04
Week Change: -0.09%    
Year-to-date Change: 6.6%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of SEI Investments CompanySEIC SEI Investments Company
Sector: Financials
SubSector: Asset Management
MarketCap: 6367.03 Millions
Recent Price: 67.71    
Smart Investing & Trading Score: 53
Day Percent Change: 1.10%    
Day Change: 0.74
Week Change: -0.7%    
Year-to-date Change: 6.6%
SEIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SEIC to Watchlist:       View:      Get Complete SEIC Trend Analysis ➞

Stock Chart of Goldman Sachs Innovate Equity ETFGINN Goldman Sachs Innovate Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.85    
Smart Investing & Trading Score: 64
Day Percent Change: 0.22%    
Day Change: 0.12
Week Change: -0.71%    
Year-to-date Change: 6.5%
GINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GINN to Watchlist:       View:      Get Complete GINN Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 73.28    
Smart Investing & Trading Score: 68
Day Percent Change: 1.95%    
Day Change: 1.40
Week Change: 1.4%    
Year-to-date Change: 6.5%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 36.67    
Smart Investing & Trading Score: 95
Day Percent Change: 2.40%    
Day Change: 0.86
Week Change: 0.36%    
Year-to-date Change: 6.5%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

Stock Chart of Citizens Financial Group, Inc.CFG Citizens Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 8225.19 Millions
Recent Price: 35.29    
Smart Investing & Trading Score: 68
Day Percent Change: 2.56%    
Day Change: 0.88
Week Change: -0.17%    
Year-to-date Change: 6.5%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 19.46    
Smart Investing & Trading Score: 100
Day Percent Change: 0.57%    
Day Change: 0.11
Week Change: 0.99%    
Year-to-date Change: 6.5%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 34.07    
Smart Investing & Trading Score: 61
Day Percent Change: 1.04%    
Day Change: 0.35
Week Change: -1.16%    
Year-to-date Change: 6.4%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JanuaryNJAN Innovator Nasdaq 100 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.35    
Smart Investing & Trading Score: 64
Day Percent Change: 0.32%    
Day Change: 0.14
Week Change: -0.31%    
Year-to-date Change: 6.4%
NJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJAN to Watchlist:       View:      Get Complete NJAN Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 14.49    
Smart Investing & Trading Score: 37
Day Percent Change: 2.33%    
Day Change: 0.33
Week Change: 1.97%    
Year-to-date Change: 6.4%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

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