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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
NUVNuveen Municipal Closed-End Fund - Debt8.47250.95-1.51%
PNNTPennantPark  Asset Mgmt7.491000.948.39%
RMRRMR  Real Estatet23.53320.94-16.65%
GHYPGIM Global Closed-End Fund - Debt11.81880.943.96%
VIRSPacer BioThreat Exchange Traded Fund35.85660.9410.73%
ERCWells Fargo Asset Mgmt9.04420.93-4.24%
SMBCSouthern Missouri S&L42.11600.93-21.13%
SSBSouth State Regional Banks77.31250.93-8.45%
GBABGuggenheim Taxable Closed-End Fund - Debt16.25870.930.37%
HIXWestern Asset Closed-End Fund - Debt4.39350.92-11.49%
MYIBlackRock MuniYield Closed-End Fund - Debt10.93350.92-6.10%
FNLCFirst Bancorp Regional Banks24.16760.92-14.39%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.48760.923.98%
OXLCOxford Lane Closed-End Fund - Debt5.46930.9210.53%
WTFCWintrust  Regional Banks98.61580.916.32%
JOFJapan Smaller Closed-End Fund - Foreign7.80420.912.77%
CHYCalamos Convertible Closed-End Fund - Debt11.12420.91-3.05%
NIMNuveen Select Closed-End Fund - Debt8.88630.910.68%
RDNRadian  Insurance31.24660.909.42%
JRVRJames River Insurance7.81420.90-15.48%
DLRDigital Realty REIT - Office145.34620.908.00%
SYBTStock Yards Regional Banks46.85680.90-9.01%
HOMBHome Bancshares Banks23.52380.90-7.15%
EVTEaton Vance Closed-End Fund - Equity23.46830.905.44%
VCVInvesco California Closed-End Fund - Debt10.07930.902.76%
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 Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 25
Day Percent Change: 0.95%    
Day Change: 0.08
Week Change: 0%    
Year-to-date Change: -1.5%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of PennantPark Investment CorporationPNNT PennantPark Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 157.503 Millions
Recent Price: 7.49    
Smart Investing & Trading Score: 100
Day Percent Change: 0.94%    
Day Change: 0.07
Week Change: 1.22%    
Year-to-date Change: 8.4%
PNNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNNT to Watchlist:       View:      Get Complete PNNT 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: 23.53    
Smart Investing & Trading Score: 32
Day Percent Change: 0.94%    
Day Change: 0.22
Week Change: 1.77%    
Year-to-date Change: -16.7%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.81    
Smart Investing & Trading Score: 88
Day Percent Change: 0.94%    
Day Change: 0.11
Week Change: -0.51%    
Year-to-date Change: 4.0%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Pacer BioThreat Strategy ETFVIRS Pacer BioThreat Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.85    
Smart Investing & Trading Score: 66
Day Percent Change: 0.94%    
Day Change: 0.33
Week Change: -0.54%    
Year-to-date Change: 10.7%
VIRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRS to Watchlist:       View:      Get Complete VIRS Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 9.04    
Smart Investing & Trading Score: 42
Day Percent Change: 0.93%    
Day Change: 0.08
Week Change: 0.28%    
Year-to-date Change: -4.2%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of Southern Missouri Bancorp, Inc.SMBC Southern Missouri Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 272.53 Millions
Recent Price: 42.11    
Smart Investing & Trading Score: 60
Day Percent Change: 0.93%    
Day Change: 0.39
Week Change: -0.28%    
Year-to-date Change: -21.1%
SMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMBC to Watchlist:       View:      Get Complete SMBC Trend Analysis ➞

Stock Chart of South State CorporationSSB South State Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2113.49 Millions
Recent Price: 77.31    
Smart Investing & Trading Score: 25
Day Percent Change: 0.93%    
Day Change: 0.71
Week Change: 0.16%    
Year-to-date Change: -8.5%
SSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSB to Watchlist:       View:      Get Complete SSB Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 16.25    
Smart Investing & Trading Score: 87
Day Percent Change: 0.93%    
Day Change: 0.15
Week Change: 1.31%    
Year-to-date Change: 0.4%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.39    
Smart Investing & Trading Score: 35
Day Percent Change: 0.92%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -11.5%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund III, Inc.MYI BlackRock MuniYield Quality Fund III, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 772.807 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 35
Day Percent Change: 0.92%    
Day Change: 0.10
Week Change: -1.26%    
Year-to-date Change: -6.1%
MYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYI to Watchlist:       View:      Get Complete MYI Trend Analysis ➞

Stock Chart of The First Bancorp, Inc.FNLC The First Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 264.799 Millions
Recent Price: 24.16    
Smart Investing & Trading Score: 76
Day Percent Change: 0.92%    
Day Change: 0.22
Week Change: -1.39%    
Year-to-date Change: -14.4%
FNLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNLC to Watchlist:       View:      Get Complete FNLC Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 435.347 Millions
Recent Price: 5.48    
Smart Investing & Trading Score: 76
Day Percent Change: 0.92%    
Day Change: 0.05
Week Change: -1.08%    
Year-to-date Change: 4.0%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 5.46    
Smart Investing & Trading Score: 93
Day Percent Change: 0.92%    
Day Change: 0.05
Week Change: 1.3%    
Year-to-date Change: 10.5%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC Trend Analysis ➞

Stock Chart of Wintrust Financial CorporationWTFC Wintrust Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1942.6 Millions
Recent Price: 98.61    
Smart Investing & Trading Score: 58
Day Percent Change: 0.91%    
Day Change: 0.89
Week Change: 0.93%    
Year-to-date Change: 6.3%
WTFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WTFC to Watchlist:       View:      Get Complete WTFC Trend Analysis ➞

Stock Chart of Japan Smaller Capitalization Fund, Inc.JOF Japan Smaller Capitalization Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 172.247 Millions
Recent Price: 7.80    
Smart Investing & Trading Score: 42
Day Percent Change: 0.91%    
Day Change: 0.07
Week Change: 0.78%    
Year-to-date Change: 2.8%
JOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOF to Watchlist:       View:      Get Complete JOF Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 42
Day Percent Change: 0.91%    
Day Change: 0.10
Week Change: -0.09%    
Year-to-date Change: -3.1%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY 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: 8.88    
Smart Investing & Trading Score: 63
Day Percent Change: 0.91%    
Day Change: 0.08
Week Change: 0.23%    
Year-to-date Change: 0.7%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Radian Group Inc.RDN Radian Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2950.12 Millions
Recent Price: 31.24    
Smart Investing & Trading Score: 66
Day Percent Change: 0.90%    
Day Change: 0.28
Week Change: -0.19%    
Year-to-date Change: 9.4%
RDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RDN to Watchlist:       View:      Get Complete RDN Trend Analysis ➞

Stock Chart of James River Group Holdings, Ltd.JRVR James River Group Holdings, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 978.312 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 42
Day Percent Change: 0.90%    
Day Change: 0.07
Week Change: 4.69%    
Year-to-date Change: -15.5%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR Trend Analysis ➞

Stock Chart of Digital Realty Trust, Inc.DLR Digital Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 27038.6 Millions
Recent Price: 145.34    
Smart Investing & Trading Score: 62
Day Percent Change: 0.90%    
Day Change: 1.30
Week Change: 1.8%    
Year-to-date Change: 8.0%
DLR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DLR to Watchlist:       View:      Get Complete DLR Trend Analysis ➞

Stock Chart of Stock Yards Bancorp, Inc.SYBT Stock Yards Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 629.235 Millions
Recent Price: 46.85    
Smart Investing & Trading Score: 68
Day Percent Change: 0.90%    
Day Change: 0.42
Week Change: 0.32%    
Year-to-date Change: -9.0%
SYBT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYBT to Watchlist:       View:      Get Complete SYBT Trend Analysis ➞

Stock Chart of Home Bancshares, Inc. (Conway, AR)HOMB Home Bancshares, Inc. (Conway, AR)
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2090.49 Millions
Recent Price: 23.52    
Smart Investing & Trading Score: 38
Day Percent Change: 0.90%    
Day Change: 0.21
Week Change: -0.93%    
Year-to-date Change: -7.2%
HOMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HOMB to Watchlist:       View:      Get Complete HOMB Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 23.46    
Smart Investing & Trading Score: 83
Day Percent Change: 0.90%    
Day Change: 0.21
Week Change: -0.3%    
Year-to-date Change: 5.4%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 10.07    
Smart Investing & Trading Score: 93
Day Percent Change: 0.90%    
Day Change: 0.09
Week Change: 0.2%    
Year-to-date Change: 2.8%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

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