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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%
MXFMexico Fund Closed-End Fund - Foreign17.91180.39-6.13%
NBHCNational Bank Regional Banks36.47680.39-1.94%
WHFWhiteHorse Finance Asset Mgmt12.85680.394.47%
VBTXVeritex  Regional - Southwest Banks20.40680.39-12.33%
HEQJohn Hancock Closed-End Fund - Equity10.42780.393.68%
ECCCEagle Point Closed-End Fund - Debt22.36430.393.66%
IBNICICI Bank Banks26.74630.3812.16%
MVTBlackRock MuniVest Closed-End Fund - Debt10.57470.38-1.86%
BLEBlackRock Municipal Asset Mgmt10.43250.38-2.34%
MUCBlackRock Muni Closed-End Fund - Debt10.73470.37-3.59%
VTNInvesco Trust Closed-End Fund - Debt10.84750.374.13%
CETCentral Securities Asset Mgmt42.95830.3713.71%
FRBAFirst Bank Regional Banks12.20420.37-17.04%
BWGLegg Mason Closed-End Fund - Debt8.19230.37-1.97%
ASGIAberdeen Standard Exchange Traded Fund18.75760.374.52%
BFEBInnovator S&P Exchange Traded Fund39.84710.378.75%
KJANInnovator Russell Exchange Traded Fund35.13810.372.33%
ROCLRoth Ch SPAC10.98630.373.29%
MIYBlackRock MuniYield Closed-End Fund - Debt11.06300.36-2.64%
BMABanco Macro Foreign Banks66.29900.36130.98%
PDIPIMCO Dynamic Closed-End Fund - Debt19.26730.367.30%
AGNCMAGNC  Mortgage25.18880.367.10%
FJUNFT Cboe Exchange Traded Fund47.94780.368.93%
THYAgility Shares Exchange Traded Fund22.19430.36-1.77%
BFZBlackRock California Closed-End Fund - Debt11.55180.35-3.99%
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 The Mexico Fund, Inc.MXF The Mexico Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 112.547 Millions
Recent Price: 17.91    
Smart Investing & Trading Score: 18
Day Percent Change: 0.39%    
Day Change: 0.07
Week Change: -1.21%    
Year-to-date Change: -6.1%
MXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MXF to Watchlist:       View:      Get Complete MXF Trend Analysis ➞

Stock Chart of National Bank Holdings CorporationNBHC National Bank Holdings Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 766.87 Millions
Recent Price: 36.47    
Smart Investing & Trading Score: 68
Day Percent Change: 0.39%    
Day Change: 0.14
Week Change: -1.38%    
Year-to-date Change: -1.9%
NBHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBHC to Watchlist:       View:      Get Complete NBHC Trend Analysis ➞

Stock Chart of WhiteHorse Finance, Inc.WHF WhiteHorse Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.903 Millions
Recent Price: 12.85    
Smart Investing & Trading Score: 68
Day Percent Change: 0.39%    
Day Change: 0.05
Week Change: -3.02%    
Year-to-date Change: 4.5%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF Trend Analysis ➞

Stock Chart of Veritex Holdings, Inc.VBTX Veritex Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 625.165 Millions
Recent Price: 20.40    
Smart Investing & Trading Score: 68
Day Percent Change: 0.39%    
Day Change: 0.08
Week Change: -0.97%    
Year-to-date Change: -12.3%
VBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBTX to Watchlist:       View:      Get Complete VBTX Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 78
Day Percent Change: 0.39%    
Day Change: 0.04
Week Change: -0.67%    
Year-to-date Change: 3.7%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.36    
Smart Investing & Trading Score: 43
Day Percent Change: 0.39%    
Day Change: 0.09
Week Change: 0.55%    
Year-to-date Change: 3.7%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

Stock Chart of ICICI Bank LimitedIBN ICICI Bank Limited
Sector: Financials
SubSector: Money Center Banks
MarketCap: 31194.1 Millions
Recent Price: 26.74    
Smart Investing & Trading Score: 63
Day Percent Change: 0.38%    
Day Change: 0.10
Week Change: -2.12%    
Year-to-date Change: 12.2%
IBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBN to Watchlist:       View:      Get Complete IBN Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.57    
Smart Investing & Trading Score: 47
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: -1.21%    
Year-to-date Change: -1.9%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT 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 BlackRock MuniHoldings California Quality Fund, Inc.MUC BlackRock MuniHoldings California Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 498.507 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 47
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -1.65%    
Year-to-date Change: -3.6%
MUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUC to Watchlist:       View:      Get Complete MUC Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.84    
Smart Investing & Trading Score: 75
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -2.08%    
Year-to-date Change: 4.1%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of Central Securities Corp.CET Central Securities Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 574.703 Millions
Recent Price: 42.95    
Smart Investing & Trading Score: 83
Day Percent Change: 0.37%    
Day Change: 0.16
Week Change: -0.48%    
Year-to-date Change: 13.7%
CET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CET to Watchlist:       View:      Get Complete CET Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 12.20    
Smart Investing & Trading Score: 42
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -0.12%    
Year-to-date Change: -17.0%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 23
Day Percent Change: 0.37%    
Day Change: 0.03
Week Change: -2.73%    
Year-to-date Change: -2.0%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of Aberdeen Standard Global Infrastructure Income FundASGI Aberdeen Standard Global Infrastructure Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.75    
Smart Investing & Trading Score: 76
Day Percent Change: 0.37%    
Day Change: 0.07
Week Change: -0.58%    
Year-to-date Change: 4.5%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.84    
Smart Investing & Trading Score: 71
Day Percent Change: 0.37%    
Day Change: 0.15
Week Change: -0.06%    
Year-to-date Change: 8.8%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF JanuaryKJAN Innovator Russell 2000 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.13    
Smart Investing & Trading Score: 81
Day Percent Change: 0.37%    
Day Change: 0.13
Week Change: 0.19%    
Year-to-date Change: 2.3%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of Roth Ch Acquisition V Co.ROCL Roth Ch Acquisition V Co.
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 10.98    
Smart Investing & Trading Score: 63
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 0.09%    
Year-to-date Change: 3.3%
ROCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROCL to Watchlist:       View:      Get Complete ROCL 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 Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 66.29    
Smart Investing & Trading Score: 90
Day Percent Change: 0.36%    
Day Change: 0.24
Week Change: 13.7%    
Year-to-date Change: 131.0%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income FundPDI PIMCO Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1135.47 Millions
Recent Price: 19.26    
Smart Investing & Trading Score: 73
Day Percent Change: 0.36%    
Day Change: 0.07
Week Change: 0.36%    
Year-to-date Change: 7.3%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCM AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 7568.89 Millions
Recent Price: 25.18    
Smart Investing & Trading Score: 88
Day Percent Change: 0.36%    
Day Change: 0.09
Week Change: 0.24%    
Year-to-date Change: 7.1%
AGNCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCM to Watchlist:       View:      Get Complete AGNCM Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   JuneFJUN FT Cboe Vest US Eq Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 47.94    
Smart Investing & Trading Score: 78
Day Percent Change: 0.36%    
Day Change: 0.17
Week Change: 0.15%    
Year-to-date Change: 8.9%
FJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FJUN to Watchlist:       View:      Get Complete FJUN Trend Analysis ➞

Stock Chart of Agility Shares Dynamic Tactical Income ETFTHY Agility Shares Dynamic Tactical Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.19    
Smart Investing & Trading Score: 43
Day Percent Change: 0.36%    
Day Change: 0.08
Week Change: 0.32%    
Year-to-date Change: -1.8%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.55    
Smart Investing & Trading Score: 18
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: -0.47%    
Year-to-date Change: -4.0%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

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