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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%
VKIInvesco Advantage Closed-End Fund - Debt8.59620.47%1.66%
PNCPNC  Banks157.39682.25%1.64%
IIMInvesco Value Closed-End Fund - Debt11.92750.08%1.62%
CDAQCompass Digital SPAC10.8259-0.18%1.60%
AWAYETFMG Travel Exchange Traded Fund19.86490.30%1.59%
EVNEaton Vance Closed-End Fund - Debt9.97300.55%1.58%
DSUBlackRock Debt Closed-End Fund - Debt10.96500.27%1.58%
FDUSFidus  Asset Mgmt20.0075-0.60%1.57%
JHSJohn Hancock Closed-End Fund - Debt11.05410.64%1.56%
NWLINational Western Life Insurance490.50750.20%1.55%
ISDPGIM High Closed-End Fund - Debt12.51280.89%1.54%
NDAQNasdaq   Investments59.0334-0.03%1.53%
CFFSCF Acquisition SPAC11.01830.18%1.52%
AKRAcadia Realty Property Mgmt17.24633.67%1.47%
IQIInvesco Quality Closed-End Fund - Debt9.65620.00%1.47%
FTFFranklin  Asset Mgmt6.31680.96%1.45%
IPXXUInflection Point SPAC10.50310.00%1.45%
PFNPIMCO ome Closed-End Fund - Debt7.33300.96%1.38%
NYMTLNew York REIT - Mortgage19.86490.25%1.33%
MSBIPMidland States Banks - Regional25.0113-0.36%1.26%
PMXPIMCO Municipal Closed-End Fund - Debt7.48520.81%1.22%
OXLCOOxford Lane Asset Mgmt22.31550.07%1.21%
LEOBNY  Closed-End Fund - Debt5.93350.34%1.19%
ONBOld National Regional Banks17.09681.97%1.18%
EMDWestern Asset Closed-End Fund - Debt9.31810.76%1.09%
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 Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.59    
Smart Investing & Trading Score: 62
Day Percent Change: 0.47%    
Day Change: 0.04
Week Change: -2.5%    
Year-to-date Change: 1.7%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of The PNC Financial Services Group, Inc.PNC The PNC Financial Services Group, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 41291.5 Millions
Recent Price: 157.39    
Smart Investing & Trading Score: 68
Day Percent Change: 2.25%    
Day Change: 3.47
Week Change: 2.03%    
Year-to-date Change: 1.6%
PNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNC to Watchlist:       View:      Get Complete PNC Trend Analysis ➞

Stock Chart of Invesco Value Municipal Income TrustIIM Invesco Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 587.207 Millions
Recent Price: 11.92    
Smart Investing & Trading Score: 75
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.91%    
Year-to-date Change: 1.6%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 59
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: -1.19%    
Year-to-date Change: 1.6%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.86    
Smart Investing & Trading Score: 49
Day Percent Change: 0.30%    
Day Change: 0.06
Week Change: -0.05%    
Year-to-date Change: 1.6%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 430.707 Millions
Recent Price: 9.97    
Smart Investing & Trading Score: 30
Day Percent Change: 0.55%    
Day Change: 0.05
Week Change: -0.65%    
Year-to-date Change: 1.6%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of BlackRock Debt Strategies Fund, Inc.DSU BlackRock Debt Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.307 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 50
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -0.27%    
Year-to-date Change: 1.6%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of Fidus Investment CorporationFDUS Fidus Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 161.003 Millions
Recent Price: 20.00    
Smart Investing & Trading Score: 75
Day Percent Change: -0.60%    
Day Change: -0.12
Week Change: 0.55%    
Year-to-date Change: 1.6%
FDUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDUS to Watchlist:       View:      Get Complete FDUS Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 11.05    
Smart Investing & Trading Score: 41
Day Percent Change: 0.64%    
Day Change: 0.07
Week Change: -2.13%    
Year-to-date Change: 1.6%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 490.50    
Smart Investing & Trading Score: 75
Day Percent Change: 0.20%    
Day Change: 0.98
Week Change: 0.49%    
Year-to-date Change: 1.6%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.51    
Smart Investing & Trading Score: 28
Day Percent Change: 0.89%    
Day Change: 0.11
Week Change: -2.19%    
Year-to-date Change: 1.5%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Nasdaq, Inc.NDAQ Nasdaq, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 14885.2 Millions
Recent Price: 59.03    
Smart Investing & Trading Score: 34
Day Percent Change: -0.03%    
Day Change: -0.02
Week Change: -5.14%    
Year-to-date Change: 1.5%
NDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NDAQ to Watchlist:       View:      Get Complete NDAQ Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 11.01    
Smart Investing & Trading Score: 83
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.46%    
Year-to-date Change: 1.5%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Acadia Realty TrustAKR Acadia Realty Trust
Sector: Financials
SubSector: Property Management
MarketCap: 1367.42 Millions
Recent Price: 17.24    
Smart Investing & Trading Score: 63
Day Percent Change: 3.67%    
Day Change: 0.61
Week Change: 5.38%    
Year-to-date Change: 1.5%
AKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AKR to Watchlist:       View:      Get Complete AKR Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.65    
Smart Investing & Trading Score: 62
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -2.33%    
Year-to-date Change: 1.5%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 210.603 Millions
Recent Price: 6.31    
Smart Investing & Trading Score: 68
Day Percent Change: 0.96%    
Day Change: 0.06
Week Change: 0.32%    
Year-to-date Change: 1.5%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of Inflection Point Acquisition Corp. IIIPXXU Inflection Point Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 223 Millions
Recent Price: 10.50    
Smart Investing & Trading Score: 31
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.5%
IPXXU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IPXXU to Watchlist:       View:      Get Complete IPXXU Trend Analysis ➞

Stock Chart of PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.33    
Smart Investing & Trading Score: 30
Day Percent Change: 0.96%    
Day Change: 0.07
Week Change: 0.55%    
Year-to-date Change: 1.4%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.86    
Smart Investing & Trading Score: 49
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 0.91%    
Year-to-date Change: 1.3%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBIP Midland States Bancorp, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 439 Millions
Recent Price: 25.01    
Smart Investing & Trading Score: 13
Day Percent Change: -0.36%    
Day Change: -0.09
Week Change: -0.16%    
Year-to-date Change: 1.3%
MSBIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBIP to Watchlist:       View:      Get Complete MSBIP Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.48    
Smart Investing & Trading Score: 52
Day Percent Change: 0.81%    
Day Change: 0.06
Week Change: 0.4%    
Year-to-date Change: 1.2%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.31    
Smart Investing & Trading Score: 55
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: 0.39%    
Year-to-date Change: 1.2%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.93    
Smart Investing & Trading Score: 35
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: -0.5%    
Year-to-date Change: 1.2%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Old National BancorpONB Old National Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 2340.8 Millions
Recent Price: 17.09    
Smart Investing & Trading Score: 68
Day Percent Change: 1.97%    
Day Change: 0.33
Week Change: 1.18%    
Year-to-date Change: 1.2%
ONB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ONB to Watchlist:       View:      Get Complete ONB Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 9.31    
Smart Investing & Trading Score: 81
Day Percent Change: 0.76%    
Day Change: 0.07
Week Change: -0.32%    
Year-to-date Change: 1.1%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

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