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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
April 18, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.03320.120.88%
SIXL6 Meridian Exchange Traded Fund33.07230.12-0.12%
NDAQNasdaq   Investments60.08610.113.33%
WABCWestamerica Ban Regional Banks45.55400.11-19.25%
EVVEaton Vance Asset Mgmt9.38320.11-2.09%
SRGSeritage Growth REIT - 9.28630.11-0.75%
ESBAEmpire State REIT - Office8.81100.11-6.28%
KNSLKinsale Capital Insurance451.92430.1134.94%
MUIBlackRock Muni Closed-End Fund - Debt11.62230.09-0.17%
IIFMorgan Stanley Closed-End Fund - Foreign22.60230.095.26%
CHYCalamos Convertible Closed-End Fund - Debt11.03100.09-3.84%
CSLMConsilium Acquisition SPAC11.11650.092.02%
AACTAres Acquisition SPAC10.62540.091.92%
LAMRLamar Advertising REIT - 110.73410.084.19%
NFJAllianzGI NFJ Closed-End Fund - Equity11.83100.08-6.11%
ETYEaton Vance Closed-End Fund - Equity12.86410.085.50%
FDGAmerican Century Exchange Traded Fund79.04260.0811.09%
FTFFranklin  Asset Mgmt6.14220.08-1.21%
DTFDTF Tax-Free Closed-End Fund - Debt10.67180.08-0.74%
LOBLive Oak S&L36.71360.08-19.32%
NREFNexPoint Real REIT 13.01350.08-17.32%
OZBelpointe PREP Financials - Development61.00600.08-20.90%
ALCCAltC Acquisition SPAC12.71710.0820.59%
GAINGladstone   Investments13.96380.07-1.34%
OHIOmega Healthcare REIT29.98360.07-2.22%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.5%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Huize Holding[6.7%] LCNB [5.7%] Bancorp [5.5%]
Green Dot[5.3%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] C&F [-48%]
Fanhua [-47%] eHealth [-47%] Globe Life[-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
Medical Properties[100] Macatawa Bank[100] Stellus Capital[100]
Regional Management[100] Kernel [95] HDFC Bank[93]
Charles Schwab[93] Fidus [93] BlackRock MuniYield[93]
Old Second[93] Wells Fargo[90] ASA Gold[90]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.39560.04-0.41.71%
IYFFinancials  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.50430.66-0.194.99%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40220.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75510.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.94220.18-1.03-8.62%
EUFNEurope Financials  21.86560.21-0.164.27%
PGFFinancial Preferred  14.4418-0.38-1.67-0.99%
 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 Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.03    
Smart Investing & Trading Score: 32
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -0.86%    
Year-to-date Change: 0.9%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of 6 Meridian Low Beta Equity Strategy ETFSIXL 6 Meridian Low Beta Equity Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.07    
Smart Investing & Trading Score: 23
Day Percent Change: 0.12%    
Day Change: 0.04
Week Change: -0.48%    
Year-to-date Change: -0.1%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of Nasdaq, Inc.NDAQ Nasdaq, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 14885.2 Millions
Recent Price: 60.08    
Smart Investing & Trading Score: 61
Day Percent Change: 0.11%    
Day Change: 0.07
Week Change: -2.35%    
Year-to-date Change: 3.3%
NDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NDAQ to Watchlist:       View:      Get Complete NDAQ Trend Analysis ➞

Stock Chart of Westamerica BancorporationWABC Westamerica Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1557.69 Millions
Recent Price: 45.55    
Smart Investing & Trading Score: 40
Day Percent Change: 0.11%    
Day Change: 0.05
Week Change: -2.3%    
Year-to-date Change: -19.3%
WABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WABC to Watchlist:       View:      Get Complete WABC 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: 9.38    
Smart Investing & Trading Score: 32
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -0.74%    
Year-to-date Change: -2.1%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.28    
Smart Investing & Trading Score: 63
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -0.85%    
Year-to-date Change: -0.8%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of Empire State Realty OP, L.P.ESBA Empire State Realty OP, L.P.
Sector: Financials
SubSector: REIT - Office
MarketCap: 220.866 Millions
Recent Price: 8.81    
Smart Investing & Trading Score: 10
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -2.65%    
Year-to-date Change: -6.3%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of Kinsale Capital Group, Inc.KNSL Kinsale Capital Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2198.12 Millions
Recent Price: 451.92    
Smart Investing & Trading Score: 43
Day Percent Change: 0.11%    
Day Change: 0.51
Week Change: 0.21%    
Year-to-date Change: 34.9%
KNSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KNSL to Watchlist:       View:      Get Complete KNSL Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.62    
Smart Investing & Trading Score: 23
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.26%    
Year-to-date Change: -0.2%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund, Inc.IIF Morgan Stanley India Investment Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.247 Millions
Recent Price: 22.60    
Smart Investing & Trading Score: 23
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: -1.57%    
Year-to-date Change: 5.3%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF 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: 11.03    
Smart Investing & Trading Score: 10
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.63%    
Year-to-date Change: -3.8%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Consilium Acquisition Corp I, Ltd.CSLM Consilium Acquisition Corp I, Ltd.
Sector: Financials
SubSector: SPAC
MarketCap: 249 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 65
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 2.0%
CSLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSLM to Watchlist:       View:      Get Complete CSLM Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 639 Millions
Recent Price: 10.62    
Smart Investing & Trading Score: 54
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 1.9%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of Lamar Advertising Company (REIT)LAMR Lamar Advertising Company (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4838.33 Millions
Recent Price: 110.73    
Smart Investing & Trading Score: 41
Day Percent Change: 0.08%    
Day Change: 0.09
Week Change: -0.84%    
Year-to-date Change: 4.2%
LAMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAMR to Watchlist:       View:      Get Complete LAMR 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: 11.83    
Smart Investing & Trading Score: 10
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -1.74%    
Year-to-date Change: -6.1%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Diversified Equity Income FundETY Eaton Vance Tax-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1228.97 Millions
Recent Price: 12.86    
Smart Investing & Trading Score: 41
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -2.65%    
Year-to-date Change: 5.5%
ETY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETY to Watchlist:       View:      Get Complete ETY Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 79.04    
Smart Investing & Trading Score: 26
Day Percent Change: 0.08%    
Day Change: 0.06
Week Change: -3.23%    
Year-to-date Change: 11.1%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG 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: 6.14    
Smart Investing & Trading Score: 22
Day Percent Change: 0.08%    
Day Change: 0.00
Week Change: -0.57%    
Year-to-date Change: -1.2%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of DTF Tax-Free Income Inc.DTF DTF Tax-Free Income Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.407 Millions
Recent Price: 10.67    
Smart Investing & Trading Score: 18
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: -0.7%
DTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DTF to Watchlist:       View:      Get Complete DTF Trend Analysis ➞

Stock Chart of Live Oak Bancshares, Inc.LOB Live Oak Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 394.23 Millions
Recent Price: 36.71    
Smart Investing & Trading Score: 36
Day Percent Change: 0.08%    
Day Change: 0.03
Week Change: -3.22%    
Year-to-date Change: -19.3%
LOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LOB to Watchlist:       View:      Get Complete LOB Trend Analysis ➞

Stock Chart of NexPoint Real Estate Finance, Inc.NREF NexPoint Real Estate Finance, Inc.
Sector: Financials
SubSector: REIT Diversified
MarketCap: 97267 Millions
Recent Price: 13.01    
Smart Investing & Trading Score: 35
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.46%    
Year-to-date Change: -17.3%
NREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NREF to Watchlist:       View:      Get Complete NREF Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 61.00    
Smart Investing & Trading Score: 60
Day Percent Change: 0.08%    
Day Change: 0.05
Week Change: 1.67%    
Year-to-date Change: -20.9%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of AltC Acquisition Corp.ALCC AltC Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 666 Millions
Recent Price: 12.71    
Smart Investing & Trading Score: 71
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.39%    
Year-to-date Change: 20.6%
ALCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALCC to Watchlist:       View:      Get Complete ALCC Trend Analysis ➞

Stock Chart of Gladstone Investment CorporationGAIN Gladstone Investment Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 255.17 Millions
Recent Price: 13.96    
Smart Investing & Trading Score: 38
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: -0.64%    
Year-to-date Change: -1.3%
GAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAIN to Watchlist:       View:      Get Complete GAIN Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 29.98    
Smart Investing & Trading Score: 36
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: -1.7%    
Year-to-date Change: -2.2%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

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