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Best Financial Stocks

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 20, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
12Stocks.com
Financial Sector Trend
63 / 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%
BNSBank of Nova Scotia Banks46.74370.37-4.00%
GDVGabelli Dividend Closed-End Fund - Equity21.59430.37-0.23%
DTFDTF Tax-Free Closed-End Fund - Debt10.71420.37-0.37%
IIPRInnovative Industrial REIT - Industrial94.23560.37-6.54%
JRINuveen Real Closed-End Fund - Equity10.95320.37-6.57%
BLKBlackRock  Asset Mgmt749.98180.36-7.62%
FUNCFirst United Regional Banks22.18300.36-5.66%
TRNOTerreno Realty REIT - Industrial54.94100.35-12.33%
VERYVericity  Life Insurance11.36530.351.52%
DMOWestern Asset Asset Mgmt11.55560.353.40%
MMCMarsh & McLennan Insurance202.41510.346.83%
LEOBNY  Closed-End Fund - Debt5.87250.340.17%
DNPDNP Select Closed-End Fund - Equity8.80420.343.77%
PYPLPayPal  Credit Services62.31360.341.47%
ETXEaton Vance Asset Mgmt17.97680.343.63%
MCRMFS Charter Closed-End Fund - Debt6.10320.33-5.57%
ITUBItau Unibanco Foreign Banks6.05250.33-12.95%
PHYSSprott Physical Exchange Traded Fund18.50680.3316.13%
JGHNuveen Global Asset Mgmt12.27300.330.57%
BETZRoundhill Sports Exchange Traded Fund16.68100.33-3.89%
HQHTekla Healthcare Closed-End Fund - Equity15.83180.32-4.47%
HSBCHSBC  Foreign Banks40.52930.32-0.05%
ABEQAbsolute Core Exchange Traded Fund29.38610.323.46%
EMBDGlobal X Exchange Traded Fund22.17450.32-1.29%
FTFranklin Universal Closed-End Fund - Debt6.47420.31-2.71%
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 7.39% and is currently outperforming the overall market by 4.01% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 63
YTD Performance: 7.39%
**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 [394%] Hippo [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-49%] eHealth [-49%] Hywin [-48%]
Fanhua [-47%] Upstart [-46%] C&F [-46%]
.
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
BancFirst [100] Old Second[100] Tejon Ranch[100]
United Fire[100] Victory Capital[100] Wells Fargo[100]
Macatawa Bank[100] Amerisafe [100] ASA Gold[100]
Stellus Capital[100] Golub Capital[100] Fidus [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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.42481.200.336.17%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41422.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47221.590.13-7.54%
EUFNEurope Financials  21.98480.500.414.87%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 Bank of Nova ScotiaBNS The Bank of Nova Scotia
Sector: Financials
SubSector: Money Center Banks
MarketCap: 48742.1 Millions
Recent Price: 46.74    
Smart Investing & Trading Score: 37
Day Percent Change: 0.37%    
Day Change: 0.17
Week Change: -3.01%    
Year-to-date Change: -4.0%
BNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNS to Watchlist:       View:      Get Complete BNS Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 21.59    
Smart Investing & Trading Score: 43
Day Percent Change: 0.37%    
Day Change: 0.08
Week Change: -1.68%    
Year-to-date Change: -0.2%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV 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: 10.71    
Smart Investing & Trading Score: 42
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 0.09%    
Year-to-date Change: -0.4%
DTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DTF to Watchlist:       View:      Get Complete DTF Trend Analysis ➞

Stock Chart of Innovative Industrial Properties, Inc.IIPR Innovative Industrial Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 1193.29 Millions
Recent Price: 94.23    
Smart Investing & Trading Score: 56
Day Percent Change: 0.37%    
Day Change: 0.35
Week Change: -4.14%    
Year-to-date Change: -6.5%
IIPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIPR to Watchlist:       View:      Get Complete IIPR Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 10.95    
Smart Investing & Trading Score: 32
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -1.44%    
Year-to-date Change: -6.6%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 749.98    
Smart Investing & Trading Score: 18
Day Percent Change: 0.36%    
Day Change: 2.68
Week Change: -1.76%    
Year-to-date Change: -7.6%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.18    
Smart Investing & Trading Score: 30
Day Percent Change: 0.36%    
Day Change: 0.08
Week Change: -1.16%    
Year-to-date Change: -5.7%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of Terreno Realty CorporationTRNO Terreno Realty Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 3359.69 Millions
Recent Price: 54.94    
Smart Investing & Trading Score: 10
Day Percent Change: 0.35%    
Day Change: 0.19
Week Change: -9.61%    
Year-to-date Change: -12.3%
TRNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRNO to Watchlist:       View:      Get Complete TRNO Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 53
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: 0.09%    
Year-to-date Change: 1.5%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Western Asset Mortgage Opportunity Fund Inc.DMO Western Asset Mortgage Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.503 Millions
Recent Price: 11.55    
Smart Investing & Trading Score: 56
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: 1.67%    
Year-to-date Change: 3.4%
DMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMO to Watchlist:       View:      Get Complete DMO Trend Analysis ➞

Stock Chart of Marsh & McLennan Companies, Inc.MMC Marsh & McLennan Companies, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 42821.8 Millions
Recent Price: 202.41    
Smart Investing & Trading Score: 51
Day Percent Change: 0.34%    
Day Change: 0.68
Week Change: 2.19%    
Year-to-date Change: 6.8%
MMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMC to Watchlist:       View:      Get Complete MMC Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.87    
Smart Investing & Trading Score: 25
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: -0.17%    
Year-to-date Change: 0.2%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.80    
Smart Investing & Trading Score: 42
Day Percent Change: 0.34%    
Day Change: 0.03
Week Change: -0.68%    
Year-to-date Change: 3.8%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of PayPal Holdings, Inc.PYPL PayPal Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 108949 Millions
Recent Price: 62.31    
Smart Investing & Trading Score: 36
Day Percent Change: 0.34%    
Day Change: 0.21
Week Change: -3.53%    
Year-to-date Change: 1.5%
PYPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PYPL to Watchlist:       View:      Get Complete PYPL Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 17.97    
Smart Investing & Trading Score: 68
Day Percent Change: 0.34%    
Day Change: 0.06
Week Change: -0.11%    
Year-to-date Change: 3.6%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.10    
Smart Investing & Trading Score: 32
Day Percent Change: 0.33%    
Day Change: 0.02
Week Change: -0.97%    
Year-to-date Change: -5.6%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of Itau Unibanco Holding S.A.ITUB Itau Unibanco Holding S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 48121 Millions
Recent Price: 6.05    
Smart Investing & Trading Score: 25
Day Percent Change: 0.33%    
Day Change: 0.02
Week Change: -4.72%    
Year-to-date Change: -13.0%
ITUB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ITUB to Watchlist:       View:      Get Complete ITUB Trend Analysis ➞

Stock Chart of Sprott Physical Gold TrustPHYS Sprott Physical Gold Trust
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 2365.21 Millions
Recent Price: 18.50    
Smart Investing & Trading Score: 68
Day Percent Change: 0.33%    
Day Change: 0.06
Week Change: 2.32%    
Year-to-date Change: 16.1%
PHYS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYS to Watchlist:       View:      Get Complete PHYS Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.27    
Smart Investing & Trading Score: 30
Day Percent Change: 0.33%    
Day Change: 0.04
Week Change: -1.45%    
Year-to-date Change: 0.6%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of Roundhill Sports Betting & iGaming ETFBETZ Roundhill Sports Betting & iGaming ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 16.68    
Smart Investing & Trading Score: 10
Day Percent Change: 0.33%    
Day Change: 0.05
Week Change: -2.37%    
Year-to-date Change: -3.9%
BETZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BETZ to Watchlist:       View:      Get Complete BETZ Trend Analysis ➞

Stock Chart of Tekla Healthcare InvestorsHQH Tekla Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 660.347 Millions
Recent Price: 15.83    
Smart Investing & Trading Score: 18
Day Percent Change: 0.32%    
Day Change: 0.05
Week Change: -0.75%    
Year-to-date Change: -4.5%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of HSBC Holdings plcHSBC HSBC Holdings plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 127701 Millions
Recent Price: 40.52    
Smart Investing & Trading Score: 93
Day Percent Change: 0.32%    
Day Change: 0.13
Week Change: -0.27%    
Year-to-date Change: -0.1%
HSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HSBC to Watchlist:       View:      Get Complete HSBC Trend Analysis ➞

Stock Chart of Absolute Core Strategy ETFABEQ Absolute Core Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.38    
Smart Investing & Trading Score: 61
Day Percent Change: 0.32%    
Day Change: 0.09
Week Change: -0.16%    
Year-to-date Change: 3.5%
ABEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABEQ to Watchlist:       View:      Get Complete ABEQ 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: 22.17    
Smart Investing & Trading Score: 45
Day Percent Change: 0.32%    
Day Change: 0.07
Week Change: -0.49%    
Year-to-date Change: -1.3%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.47    
Smart Investing & Trading Score: 42
Day Percent Change: 0.31%    
Day Change: 0.02
Week Change: -0.46%    
Year-to-date Change: -2.7%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT Trend Analysis ➞

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