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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
May 20, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.

 Year To Date Performance: 13.01 %
 Weekly Performance: 1.58 %
 Daily Performance: 0.73 %
12Stocks.com
Financial Sector Trend
95 / 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 %Weekly Change%
IDEVoya Infrastructure Closed-End Fund - Equity10.2268-0.10%0.99%
TYTri-Continental  Closed-End Fund - Equity30.76880.10%0.98%
GGNGAMCO Global  Investments4.14712.22%0.98%
DFEBFT Cboe Exchange Traded Fund39.53760.00%0.98%
BFEBInnovator S&P Exchange Traded Fund39.85830.02%0.97%
FTFFranklin  Asset Mgmt6.33630.80%0.96%
ALTLPacer Lunt Exchange Traded Fund35.24950.17%0.96%
NNINelnet  Credit Services110.23760.63%0.95%
BKTBlackRock ome Closed-End Fund - Debt11.6769-0.17%0.95%
ACGLArch Capital Insurance100.991002.20%0.94%
UMARInnovator S&P Exchange Traded Fund32.9476-0.04%0.94%
PAXPatria s Asset Mgmt13.0330-0.91%0.93%
KJANInnovator Russell Exchange Traded Fund35.2976-0.06%0.93%
CFFSCF Acquisition SPAC11.00900.92%0.92%
VINPVi Partners Asset Mgmt11.00731.85%0.92%
TPGTPG  Asset Mgmt42.8915-1.31%0.92%
GNWGenworth  Life Insurance6.68931.37%0.91%
EIMEaton Vance Asset Mgmt10.59830.33%0.91%
APOApollo Global  Investments113.08780.31%0.91%
NMIHNMI  Insurance34.23951.51%0.91%
BXMXNuveen S&P Closed-End Fund - Equity13.2663-0.45%0.91%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.39760.14%0.91%
BANFBancFirst  Regional - Southwest Banks92.07930.85%0.90%
IXORIX  Credit Services109.30950.82%0.90%
AMALAmalgamated Bank Regional Banks25.79951.50%0.90%
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 13.01% and is currently outperforming the overall market by 2.44% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 13.01%
**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 [526%] Fangdd Network[150%] Banco Macro[126%]
Grupo Financiero[112%] Banco BBVA[111%] SelectQuote [110%]
Gladstone Capital[107%] EverQuote [98%] Hippo [93%]
Grupo Supervielle[87%] Vista Oil[61%] Yiren Digital[61%]
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
Fangdd Network[360.3%] Xinyuan Real[53.3%] Iris Energy[25.7%]
Fathom [25.4%] Huize Holding[21.8%] First Foundation[19%]
Trupanion [17.2%] Bridge [16.7%] MicroSectors Gold[15.2%]
KE [13.9%] Douglas Elliman[13.6%] Citizens [13.4%]
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
Office Properties[-70%] New York[-64%] Texas Pacific[-61%]
Hywin [-57%] Douglas Elliman[-54%] FRP [-52%]
AlTi Global[-51%] Fathom [-49%] Fanhua [-47%]
OppFi [-43%] Offerpad [-43%] Granite Point[-43%]
.
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
Fangdd Network[100] Xinyuan Real[100] MicroSectors Gold[100]
Sprott Physical[100] Citizens & Northern[100] Sumitomo Mitsui[100]
First Community[100] Chubb [100] Angel Oak[100]
Sprott Physical[100] Iris Energy[100] Bridge [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  42.49950.731.5813.01%
IAIBroker-Dealers & Secs 119.471001.082.5910.08%
IYFFinancials  96.85950.431.7313.39%
IYGFinancial Services  67.11950.151.5612.34%
KRERegional Banking  51.19830.231.67-2.37%
IXGGlobal Financials  88.72880.211.4112.91%
VFHFinancials  103.00950.181.4511.64%
KBEBank  47.93830.441.254.15%
FASFinancial Bull 3X 112.32951.814.0635.9%
FAZFinancial Bear 3X 9.7510-1.71-3.75-28.68%
UYGFinancials  68.541001.232.7724.17%
IATRegional Banks  43.4276-0.261.023.78%
KIEInsurance  51.831000.881.0914.62%
PSCFSmallCap Financials  49.03950.281.44-0.31%
EUFNEurope Financials  24.13950.672.5115.12%
PGFFinancial Preferred  14.8152-0.100.681.58%
 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 Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 133.047 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 68
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.99%    
Year-to-date Change: 0.4%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 30.76    
Smart Investing & Trading Score: 88
Day Percent Change: 0.10%    
Day Change: 0.03
Week Change: 0.98%    
Year-to-date Change: 6.7%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.14    
Smart Investing & Trading Score: 71
Day Percent Change: 2.22%    
Day Change: 0.09
Week Change: 0.98%    
Year-to-date Change: 10.1%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.53    
Smart Investing & Trading Score: 76
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.98%    
Year-to-date Change: 5.4%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB 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: 39.85    
Smart Investing & Trading Score: 83
Day Percent Change: 0.02%    
Day Change: 0.01
Week Change: 0.97%    
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 Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 210.603 Millions
Recent Price: 6.33    
Smart Investing & Trading Score: 63
Day Percent Change: 0.80%    
Day Change: 0.05
Week Change: 0.96%    
Year-to-date Change: 1.8%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of Pacer Lunt Large Cap Alternator ETFALTL Pacer Lunt Large Cap Alternator ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.24    
Smart Investing & Trading Score: 95
Day Percent Change: 0.17%    
Day Change: 0.06
Week Change: 0.96%    
Year-to-date Change: 5.1%
ALTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTL to Watchlist:       View:      Get Complete ALTL Trend Analysis ➞

Stock Chart of Nelnet, Inc.NNI Nelnet, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 1664.38 Millions
Recent Price: 110.23    
Smart Investing & Trading Score: 76
Day Percent Change: 0.63%    
Day Change: 0.69
Week Change: 0.95%    
Year-to-date Change: 25.0%
NNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNI to Watchlist:       View:      Get Complete NNI Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.67    
Smart Investing & Trading Score: 69
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.95%    
Year-to-date Change: -4.2%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 100.99    
Smart Investing & Trading Score: 100
Day Percent Change: 2.20%    
Day Change: 2.17
Week Change: 0.94%    
Year-to-date Change: 36.0%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.94    
Smart Investing & Trading Score: 76
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: 0.94%    
Year-to-date Change: 4.3%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.03    
Smart Investing & Trading Score: 30
Day Percent Change: -0.91%    
Day Change: -0.12
Week Change: 0.93%    
Year-to-date Change: -17.0%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX 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: 35.29    
Smart Investing & Trading Score: 76
Day Percent Change: -0.06%    
Day Change: -0.02
Week Change: 0.93%    
Year-to-date Change: 2.8%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 90
Day Percent Change: 0.92%    
Day Change: 0.10
Week Change: 0.92%    
Year-to-date Change: 1.4%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Vinci Partners Investments Ltd.VINP Vinci Partners Investments Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 537 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 73
Day Percent Change: 1.85%    
Day Change: 0.20
Week Change: 0.92%    
Year-to-date Change: 0.1%
VINP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VINP to Watchlist:       View:      Get Complete VINP Trend Analysis ➞

Stock Chart of TPG Inc.TPG TPG Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 8700 Millions
Recent Price: 42.89    
Smart Investing & Trading Score: 15
Day Percent Change: -1.31%    
Day Change: -0.57
Week Change: 0.92%    
Year-to-date Change: -0.9%
TPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPG to Watchlist:       View:      Get Complete TPG Trend Analysis ➞

Stock Chart of Genworth Financial, Inc.GNW Genworth Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1719.76 Millions
Recent Price: 6.68    
Smart Investing & Trading Score: 93
Day Percent Change: 1.37%    
Day Change: 0.09
Week Change: 0.91%    
Year-to-date Change: 0.0%
GNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GNW to Watchlist:       View:      Get Complete GNW Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 83
Day Percent Change: 0.33%    
Day Change: 0.04
Week Change: 0.91%    
Year-to-date Change: 4.5%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of Apollo Global Management, Inc.APO Apollo Global Management, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 12706 Millions
Recent Price: 113.08    
Smart Investing & Trading Score: 78
Day Percent Change: 0.31%    
Day Change: 0.35
Week Change: 0.91%    
Year-to-date Change: 21.3%
APO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APO to Watchlist:       View:      Get Complete APO Trend Analysis ➞

Stock Chart of NMI Holdings, Inc.NMIH NMI Holdings, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 816.018 Millions
Recent Price: 34.23    
Smart Investing & Trading Score: 95
Day Percent Change: 1.51%    
Day Change: 0.51
Week Change: 0.91%    
Year-to-date Change: 15.3%
NMIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMIH to Watchlist:       View:      Get Complete NMIH Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Buy-Write Income FundBXMX Nuveen S&P 500 Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 946.147 Millions
Recent Price: 13.26    
Smart Investing & Trading Score: 63
Day Percent Change: -0.45%    
Day Change: -0.06
Week Change: 0.91%    
Year-to-date Change: 3.4%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.39    
Smart Investing & Trading Score: 76
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 0.91%    
Year-to-date Change: 7.8%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 92.07    
Smart Investing & Trading Score: 93
Day Percent Change: 0.85%    
Day Change: 0.78
Week Change: 0.9%    
Year-to-date Change: -5.4%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF Trend Analysis ➞

Stock Chart of ORIX CorporationIX ORIX Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 15483.4 Millions
Recent Price: 109.30    
Smart Investing & Trading Score: 95
Day Percent Change: 0.82%    
Day Change: 0.89
Week Change: 0.9%    
Year-to-date Change: 17.0%
IX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IX to Watchlist:       View:      Get Complete IX Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 25.79    
Smart Investing & Trading Score: 95
Day Percent Change: 1.50%    
Day Change: 0.38
Week Change: 0.9%    
Year-to-date Change: -4.3%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

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