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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%
SIFISI  S&L43.0934-0.28%0.57%
BTOJohn Hancock Closed-End Fund - Equity28.83830.17%0.56%
HYBNew America Closed-End Fund - Debt7.21400.14%0.56%
EMBDGlobal X Exchange Traded Fund22.5471-0.42%0.56%
BDJBlackRock Enhanced Closed-End Fund - Equity8.29580.00%0.55%
TRVTravelers  Insurance219.71750.22%0.55%
ROCLRoth Ch SPAC10.96660.55%0.55%
AIGAmerican  Insurance80.54932.29%0.54%
NADNuveen Quality  Investments11.2757-0.09%0.54%
PMXPIMCO Municipal Closed-End Fund - Debt7.4950-0.13%0.54%
EMDWestern Asset Closed-End Fund - Debt9.3271-0.43%0.53%
FSPFranklin Street REIT - Office1.92170.52%0.52%
VBFInvesco Bond Closed-End Fund - Debt15.5040-0.19%0.52%
EVVEaton Vance Asset Mgmt9.7757-0.10%0.51%
GRXGabelli Healthcare Closed-End Fund - Equity9.8063-0.81%0.51%
JEPIJPMorgan Equity Exchange Traded Fund57.39700.21%0.51%
SIXS6 Meridian Exchange Traded Fund46.9976-0.28%0.51%
DCOMDime Community S&L19.99901.01%0.50%
DMFBNY  Asset Mgmt6.89830.29%0.50%
FIBKFirst Interstate Regional Banks27.89830.87%0.50%
EQREquity Residential REIT67.13760.06%0.49%
CBSHCommerce Bancshares Regional Banks56.96861.24%0.49%
COLBColumbia Banking S&L20.42750.39%0.49%
CBNKCapital Bancorp S&L20.4663-0.63%0.49%
PDIPIMCO Dynamic Closed-End Fund - Debt19.17510.16%0.49%
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 SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 43.09    
Smart Investing & Trading Score: 34
Day Percent Change: -0.28%    
Day Change: -0.12
Week Change: 0.57%    
Year-to-date Change: -0.8%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of John Hancock Financial Opportunities FundBTO John Hancock Financial Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 326.747 Millions
Recent Price: 28.83    
Smart Investing & Trading Score: 83
Day Percent Change: 0.17%    
Day Change: 0.05
Week Change: 0.56%    
Year-to-date Change: -4.2%
BTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTO to Watchlist:       View:      Get Complete BTO Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.21    
Smart Investing & Trading Score: 40
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 0.56%    
Year-to-date Change: 2.4%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Global X Emerging Markets Bond ETFEMBD Global X Emerging Markets Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.54    
Smart Investing & Trading Score: 71
Day Percent Change: -0.42%    
Day Change: -0.09
Week Change: 0.56%    
Year-to-date Change: 0.3%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.29    
Smart Investing & Trading Score: 58
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.55%    
Year-to-date Change: 7.8%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 219.71    
Smart Investing & Trading Score: 75
Day Percent Change: 0.22%    
Day Change: 0.49
Week Change: 0.55%    
Year-to-date Change: 15.3%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV 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: 10.96    
Smart Investing & Trading Score: 66
Day Percent Change: 0.55%    
Day Change: 0.06
Week Change: 0.55%    
Year-to-date Change: 3.1%
ROCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROCL to Watchlist:       View:      Get Complete ROCL Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 80.54    
Smart Investing & Trading Score: 93
Day Percent Change: 2.29%    
Day Change: 1.80
Week Change: 0.54%    
Year-to-date Change: 18.9%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of Nuveen Quality Municipal Income FundNAD Nuveen Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 2464.7 Millions
Recent Price: 11.27    
Smart Investing & Trading Score: 57
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.54%    
Year-to-date Change: -1.6%
NAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAD to Watchlist:       View:      Get Complete NAD 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: 7.49    
Smart Investing & Trading Score: 50
Day Percent Change: -0.13%    
Day Change: -0.01
Week Change: 0.54%    
Year-to-date Change: 1.4%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX 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: 9.32    
Smart Investing & Trading Score: 71
Day Percent Change: -0.43%    
Day Change: -0.04
Week Change: 0.53%    
Year-to-date Change: 1.2%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of Franklin Street Properties Corp.FSP Franklin Street Properties Corp.
Sector: Financials
SubSector: REIT - Office
MarketCap: 636.366 Millions
Recent Price: 1.92    
Smart Investing & Trading Score: 17
Day Percent Change: 0.52%    
Day Change: 0.01
Week Change: 0.52%    
Year-to-date Change: -25.0%
FSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSP to Watchlist:       View:      Get Complete FSP Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.50    
Smart Investing & Trading Score: 40
Day Percent Change: -0.19%    
Day Change: -0.03
Week Change: 0.52%    
Year-to-date Change: 1.9%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.77    
Smart Investing & Trading Score: 57
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.51%    
Year-to-date Change: 2.0%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of The Gabelli Healthcare & Wellness TrustGRX The Gabelli Healthcare & Wellness Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 138.547 Millions
Recent Price: 9.80    
Smart Investing & Trading Score: 63
Day Percent Change: -0.81%    
Day Change: -0.08
Week Change: 0.51%    
Year-to-date Change: 5.0%
GRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRX to Watchlist:       View:      Get Complete GRX Trend Analysis ➞

Stock Chart of JPMorgan Equity Premium Income ETFJEPI JPMorgan Equity Premium Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 57.39    
Smart Investing & Trading Score: 70
Day Percent Change: 0.21%    
Day Change: 0.12
Week Change: 0.51%    
Year-to-date Change: 4.3%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI 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: 46.99    
Smart Investing & Trading Score: 76
Day Percent Change: -0.28%    
Day Change: -0.13
Week Change: 0.51%    
Year-to-date Change: -0.6%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 19.99    
Smart Investing & Trading Score: 90
Day Percent Change: 1.01%    
Day Change: 0.20
Week Change: 0.5%    
Year-to-date Change: -25.8%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.89    
Smart Investing & Trading Score: 83
Day Percent Change: 0.29%    
Day Change: 0.02
Week Change: 0.5%    
Year-to-date Change: 6.1%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 27.89    
Smart Investing & Trading Score: 83
Day Percent Change: 0.87%    
Day Change: 0.24
Week Change: 0.5%    
Year-to-date Change: -9.3%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

Stock Chart of Equity ResidentialEQR Equity Residential
Sector: Financials
SubSector: REIT - Residential
MarketCap: 22061.9 Millions
Recent Price: 67.13    
Smart Investing & Trading Score: 76
Day Percent Change: 0.06%    
Day Change: 0.04
Week Change: 0.49%    
Year-to-date Change: 9.8%
EQR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQR to Watchlist:       View:      Get Complete EQR Trend Analysis ➞

Stock Chart of Commerce Bancshares, Inc.CBSH Commerce Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 6201.5 Millions
Recent Price: 56.96    
Smart Investing & Trading Score: 86
Day Percent Change: 1.24%    
Day Change: 0.70
Week Change: 0.49%    
Year-to-date Change: 6.7%
CBSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBSH to Watchlist:       View:      Get Complete CBSH Trend Analysis ➞

Stock Chart of Columbia Banking System, Inc.COLB Columbia Banking System, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1868.3 Millions
Recent Price: 20.42    
Smart Investing & Trading Score: 75
Day Percent Change: 0.39%    
Day Change: 0.08
Week Change: 0.49%    
Year-to-date Change: -23.5%
COLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COLB to Watchlist:       View:      Get Complete COLB Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 20.46    
Smart Investing & Trading Score: 63
Day Percent Change: -0.63%    
Day Change: -0.13
Week Change: 0.49%    
Year-to-date Change: -15.5%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK 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: 19.17    
Smart Investing & Trading Score: 51
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: 0.49%    
Year-to-date Change: 6.8%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

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