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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%
FRTFederal Realty REIT - Retail100.95452.13%-2.04%
FHIFederated Hermes Asset Mgmt33.17491.56%-2.04%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.71501.41%-2.04%
BTABlackRock Long-Term Closed-End Fund - Debt10.02300.30%-2.05%
SIXS6 Meridian Exchange Traded Fund46.32381.16%-2.05%
DBLDoubleLine Opportunistic Closed-End Fund - Debt15.03250.57%-2.08%
MUEBlackRock Muni Closed-End Fund - Debt9.81370.51%-2.10%
TRUPTrupanion  Insurance29.8793-0.10%-2.10%
MQYBlackRock MuniYield Closed-End Fund - Debt11.93470.34%-2.13%
DXDynex Capital Mortgage12.25550.66%-2.16%
NPVNuveen Virginia  Investments10.54300.48%-2.23%
MINMFS Intermediate Closed-End Fund - Debt2.62421.16%-2.24%
AGNCAGNC  Mortgage9.59480.00%-2.24%
BAMBrookfield Asset Real Estatet39.2432-0.78%-2.32%
GABCGerman American Regional Banks31.6533-0.78%-2.34%
BLEBlackRock Municipal Asset Mgmt10.43250.38%-2.34%
MMUWestern Asset Closed-End Fund - Debt9.93250.35%-2.36%
BHKBlackRock Core Closed-End Fund - Debt10.65931.33%-2.38%
MVFBlackRock MuniVest Asset Mgmt6.95580.72%-2.39%
STTState Street Asset Mgmt75.59681.80%-2.41%
FINVFinVolution  Credit Services4.78181.06%-2.45%
AVALGrupo Aval Foreign Banks2.375-3.27%-2.47%
AFCGAFC Gamma REIT - Specialty11.75461.03%-2.49%
PPTPutnam Premier Closed-End Fund - Debt3.48321.16%-2.52%
PCKPIMCO California Closed-End Fund - Debt5.65150.00%-2.59%
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 Federal Realty Investment TrustFRT Federal Realty Investment Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5878.64 Millions
Recent Price: 100.95    
Smart Investing & Trading Score: 45
Day Percent Change: 2.13%    
Day Change: 2.11
Week Change: 2.95%    
Year-to-date Change: -2.0%
FRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRT to Watchlist:       View:      Get Complete FRT Trend Analysis ➞

Stock Chart of Federated Hermes, Inc.FHI Federated Hermes, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1883.03 Millions
Recent Price: 33.17    
Smart Investing & Trading Score: 49
Day Percent Change: 1.56%    
Day Change: 0.51
Week Change: 1.94%    
Year-to-date Change: -2.0%
FHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHI to Watchlist:       View:      Get Complete FHI Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.71    
Smart Investing & Trading Score: 50
Day Percent Change: 1.41%    
Day Change: 0.19
Week Change: 0.8%    
Year-to-date Change: -2.0%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 10.02    
Smart Investing & Trading Score: 30
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: -1.47%    
Year-to-date Change: -2.1%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of 6 Meridian Small Cap Equity ETFSIXS 6 Meridian Small Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.32    
Smart Investing & Trading Score: 38
Day Percent Change: 1.16%    
Day Change: 0.53
Week Change: 0.74%    
Year-to-date Change: -2.1%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 15.03    
Smart Investing & Trading Score: 25
Day Percent Change: 0.57%    
Day Change: 0.08
Week Change: 0.4%    
Year-to-date Change: -2.1%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II, Inc.MUE BlackRock MuniHoldings Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 240.007 Millions
Recent Price: 9.81    
Smart Investing & Trading Score: 37
Day Percent Change: 0.51%    
Day Change: 0.05
Week Change: -1.8%    
Year-to-date Change: -2.1%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of Trupanion, Inc.TRUP Trupanion, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 852.06 Millions
Recent Price: 29.87    
Smart Investing & Trading Score: 93
Day Percent Change: -0.10%    
Day Change: -0.03
Week Change: 3.18%    
Year-to-date Change: -2.1%
TRUP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRUP to Watchlist:       View:      Get Complete TRUP Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.93    
Smart Investing & Trading Score: 47
Day Percent Change: 0.34%    
Day Change: 0.04
Week Change: -1.4%    
Year-to-date Change: -2.1%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.DX Dynex Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 327.839 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 55
Day Percent Change: 0.66%    
Day Change: 0.08
Week Change: 0.41%    
Year-to-date Change: -2.2%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 30
Day Percent Change: 0.48%    
Day Change: 0.05
Week Change: -1.13%    
Year-to-date Change: -2.2%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.62    
Smart Investing & Trading Score: 42
Day Percent Change: 1.16%    
Day Change: 0.03
Week Change: 0.38%    
Year-to-date Change: -2.2%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNC AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 6622.19 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.52%    
Year-to-date Change: -2.2%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 39.24    
Smart Investing & Trading Score: 32
Day Percent Change: -0.78%    
Day Change: -0.31
Week Change: -2.44%    
Year-to-date Change: -2.3%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of German American Bancorp, Inc.GABC German American Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 731.47 Millions
Recent Price: 31.65    
Smart Investing & Trading Score: 33
Day Percent Change: -0.78%    
Day Change: -0.25
Week Change: -3.39%    
Year-to-date Change: -2.3%
GABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GABC to Watchlist:       View:      Get Complete GABC Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 25
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: -1.32%    
Year-to-date Change: -2.3%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Western Asset Managed Municipals Fund Inc.MMU Western Asset Managed Municipals Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 464.007 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 25
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: -1.49%    
Year-to-date Change: -2.4%
MMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMU to Watchlist:       View:      Get Complete MMU Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 93
Day Percent Change: 1.33%    
Day Change: 0.14
Week Change: 0.85%    
Year-to-date Change: -2.4%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.95    
Smart Investing & Trading Score: 58
Day Percent Change: 0.72%    
Day Change: 0.05
Week Change: -0.86%    
Year-to-date Change: -2.4%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of State Street CorporationSTT State Street Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 18623 Millions
Recent Price: 75.59    
Smart Investing & Trading Score: 68
Day Percent Change: 1.80%    
Day Change: 1.34
Week Change: 0.27%    
Year-to-date Change: -2.4%
STT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STT to Watchlist:       View:      Get Complete STT Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 4.78    
Smart Investing & Trading Score: 18
Day Percent Change: 1.06%    
Day Change: 0.05
Week Change: -0.42%    
Year-to-date Change: -2.5%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.37    
Smart Investing & Trading Score: 5
Day Percent Change: -3.27%    
Day Change: -0.08
Week Change: -3.27%    
Year-to-date Change: -2.5%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of AFC Gamma, Inc.AFCG AFC Gamma, Inc.
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 269 Millions
Recent Price: 11.75    
Smart Investing & Trading Score: 46
Day Percent Change: 1.03%    
Day Change: 0.12
Week Change: -3.92%    
Year-to-date Change: -2.5%
AFCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFCG to Watchlist:       View:      Get Complete AFCG Trend Analysis ➞

Stock Chart of Putnam Premier Income TrustPPT Putnam Premier Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 419.607 Millions
Recent Price: 3.48    
Smart Investing & Trading Score: 32
Day Percent Change: 1.16%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -2.5%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.65    
Smart Investing & Trading Score: 15
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -2.43%    
Year-to-date Change: -2.6%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

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