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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%
HIOWestern Asset Closed-End Fund - Debt3.76200.53%-2.59%
IBTJiShares iBonds Exchange Traded Fund21.22420.29%-2.59%
MUJBlackRock Muni Closed-End Fund - Debt11.11250.45%-2.63%
MIYBlackRock MuniYield Closed-End Fund - Debt11.06300.36%-2.64%
PMOPutnam Municipal Closed-End Fund - Debt9.96520.61%-2.64%
PCQPIMCO California Closed-End Fund - Debt9.07170.00%-2.68%
ESGROEnstar  Insurance24.31421.33%-2.76%
NFJAllianzGI NFJ Closed-End Fund - Equity12.25550.99%-2.78%
BNSBank of Nova Scotia Banks47.33351.00%-2.79%
NTSTNetSTREIT  REIT Retail17.35681.52%-2.86%
LADRLadder Capital Mortgage11.18761.82%-2.87%
BBNBlackRock Taxable Closed-End Fund - Debt15.79551.41%-2.89%
GDOWestern Asset Asset Mgmt12.40741.06%-2.90%
QCRHQCR  Regional - Southwest Banks56.67300.68%-2.95%
EOTEaton Vance Closed-End Fund - Debt16.42471.05%-2.96%
CRVLCorVel  Insurance239.8515-0.12%-2.98%
REFIChicago Atlantic REIT - Mortgage15.70421.23%-3.03%
CHYCalamos Convertible Closed-End Fund - Debt11.12420.91%-3.05%
ATLCPAtlanticus  Credit Services22.010-1.65%-3.08%
NNNNational Retail REIT - 41.77682.03%-3.09%
UEUrban Edge REIT - 17.731003.14%-3.11%
WFHDirexion Work Exchange Traded Fund52.858-0.52%-3.11%
TPGTPG  Asset Mgmt41.92170.43%-3.11%
CBOECboe Global  Investments172.990-1.40%-3.12%
BSACBanco Santander-Chile Banks18.8825-0.37%-3.13%
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 Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.76    
Smart Investing & Trading Score: 20
Day Percent Change: 0.53%    
Day Change: 0.02
Week Change: -0.27%    
Year-to-date Change: -2.6%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2029 Term Treasury ETFIBTJ iShares iBonds Dec 2029 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.22    
Smart Investing & Trading Score: 42
Day Percent Change: 0.29%    
Day Change: 0.06
Week Change: 0.19%    
Year-to-date Change: -2.6%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 25
Day Percent Change: 0.45%    
Day Change: 0.05
Week Change: -0.98%    
Year-to-date Change: -2.6%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 30
Day Percent Change: 0.36%    
Day Change: 0.04
Week Change: -1.07%    
Year-to-date Change: -2.6%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.96    
Smart Investing & Trading Score: 52
Day Percent Change: 0.61%    
Day Change: 0.06
Week Change: -0.5%    
Year-to-date Change: -2.6%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.07    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.84%    
Year-to-date Change: -2.7%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 24.31    
Smart Investing & Trading Score: 42
Day Percent Change: 1.33%    
Day Change: 0.32
Week Change: 0.96%    
Year-to-date Change: -2.8%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of AllianzGI NFJ Dividend, Interest & Premium Strategy FundNFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 783.047 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 55
Day Percent Change: 0.99%    
Day Change: 0.12
Week Change: -0.41%    
Year-to-date Change: -2.8%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of The Bank of Nova ScotiaBNS The Bank of Nova Scotia
Sector: Financials
SubSector: Money Center Banks
MarketCap: 48742.1 Millions
Recent Price: 47.33    
Smart Investing & Trading Score: 35
Day Percent Change: 1.00%    
Day Change: 0.47
Week Change: -0.94%    
Year-to-date Change: -2.8%
BNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNS to Watchlist:       View:      Get Complete BNS Trend Analysis ➞

Stock Chart of NetSTREIT Corp.NTST NetSTREIT Corp.
Sector: Financials
SubSector: REIT Retail
MarketCap: 51267 Millions
Recent Price: 17.35    
Smart Investing & Trading Score: 68
Day Percent Change: 1.52%    
Day Change: 0.26
Week Change: 0.64%    
Year-to-date Change: -2.9%
NTST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTST to Watchlist:       View:      Get Complete NTST Trend Analysis ➞

Stock Chart of Ladder Capital CorpLADR Ladder Capital Corp
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 660.039 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 76
Day Percent Change: 1.82%    
Day Change: 0.20
Week Change: 1.36%    
Year-to-date Change: -2.9%
LADR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LADR to Watchlist:       View:      Get Complete LADR Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1169.87 Millions
Recent Price: 15.79    
Smart Investing & Trading Score: 55
Day Percent Change: 1.41%    
Day Change: 0.22
Week Change: -0.06%    
Year-to-date Change: -2.9%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 12.40    
Smart Investing & Trading Score: 74
Day Percent Change: 1.06%    
Day Change: 0.13
Week Change: 0.49%    
Year-to-date Change: -2.9%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of QCR Holdings, Inc.QCRH QCR Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 465.765 Millions
Recent Price: 56.67    
Smart Investing & Trading Score: 30
Day Percent Change: 0.68%    
Day Change: 0.38
Week Change: -2.33%    
Year-to-date Change: -3.0%
QCRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QCRH to Watchlist:       View:      Get Complete QCRH Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 264.607 Millions
Recent Price: 16.42    
Smart Investing & Trading Score: 47
Day Percent Change: 1.05%    
Day Change: 0.17
Week Change: 0.12%    
Year-to-date Change: -3.0%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 239.85    
Smart Investing & Trading Score: 15
Day Percent Change: -0.12%    
Day Change: -0.30
Week Change: -13.29%    
Year-to-date Change: -3.0%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.70    
Smart Investing & Trading Score: 42
Day Percent Change: 1.23%    
Day Change: 0.19
Week Change: 1.06%    
Year-to-date Change: -3.0%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI 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 Atlanticus Holdings CorporationATLCP Atlanticus Holdings Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 608 Millions
Recent Price: 22.01    
Smart Investing & Trading Score: 0
Day Percent Change: -1.65%    
Day Change: -0.37
Week Change: -0.81%    
Year-to-date Change: -3.1%
ATLCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ATLCP to Watchlist:       View:      Get Complete ATLCP Trend Analysis ➞

Stock Chart of National Retail Properties, Inc.NNN National Retail Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 5459.93 Millions
Recent Price: 41.77    
Smart Investing & Trading Score: 68
Day Percent Change: 2.03%    
Day Change: 0.83
Week Change: 1.14%    
Year-to-date Change: -3.1%
NNN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNN to Watchlist:       View:      Get Complete NNN Trend Analysis ➞

Stock Chart of Urban Edge PropertiesUE Urban Edge Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1112.33 Millions
Recent Price: 17.73    
Smart Investing & Trading Score: 100
Day Percent Change: 3.14%    
Day Change: 0.54
Week Change: 4.54%    
Year-to-date Change: -3.1%
UE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UE to Watchlist:       View:      Get Complete UE Trend Analysis ➞

Stock Chart of Direxion Work From Home ETFWFH Direxion Work From Home ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 52.85    
Smart Investing & Trading Score: 8
Day Percent Change: -0.52%    
Day Change: -0.28
Week Change: -3.51%    
Year-to-date Change: -3.1%
WFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFH to Watchlist:       View:      Get Complete WFH Trend Analysis ➞

Stock Chart of TPG Inc.TPG TPG Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 8700 Millions
Recent Price: 41.92    
Smart Investing & Trading Score: 17
Day Percent Change: 0.43%    
Day Change: 0.18
Week Change: -5.22%    
Year-to-date Change: -3.1%
TPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPG to Watchlist:       View:      Get Complete TPG Trend Analysis ➞

Stock Chart of Cboe Global Markets, Inc.CBOE Cboe Global Markets, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 8834.5 Millions
Recent Price: 172.99    
Smart Investing & Trading Score: 0
Day Percent Change: -1.40%    
Day Change: -2.46
Week Change: -5.25%    
Year-to-date Change: -3.1%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Banco Santander-ChileBSAC Banco Santander-Chile
Sector: Financials
SubSector: Money Center Banks
MarketCap: 6987.59 Millions
Recent Price: 18.88    
Smart Investing & Trading Score: 25
Day Percent Change: -0.37%    
Day Change: -0.07
Week Change: -5.17%    
Year-to-date Change: -3.1%
BSAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSAC to Watchlist:       View:      Get Complete BSAC Trend Analysis ➞

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