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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 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%
CNNECannae  Asset Mgmt19.61180.310.51%
HLNEHamilton Lane Asset Mgmt109.98180.30-3.05%
GCORGoldman Sachs Exchange Traded Fund40.14180.30-4.04%
NPFDNuveen Variable Closed-End Fund - Equity16.87370.304.04%
ERIEErie Indemnity Insurance381.56510.2913.93%
MCIBarings Corporate Closed-End Fund - Debt17.56640.29-4.72%
TCPCBlackRock TCP Closed-End Fund - Debt10.22370.29-11.44%
AWPAberdeen Global Closed-End Fund - Foreign3.60420.28-7.22%
CDAQCompass Digital SPAC10.77660.281.13%
RYANRyan Specialty Insurance - Specialty51.22630.2718.98%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.13250.27-0.63%
SMFGSumitomo Mitsui Foreign Banks11.17430.2715.39%
GHYPGIM Global Closed-End Fund - Debt11.26320.27-0.88%
EMBDGlobal X Exchange Traded Fund22.16450.27-1.34%
IVCAInvestcorp India SPAC11.25580.272.27%
BKTBlackRock ome Closed-End Fund - Debt11.37320.26-6.65%
MFGMizuho  Foreign Banks3.85430.2611.92%
VBFInvesco Bond Closed-End Fund - Debt15.33370.260.79%
AODAberdeen Total Closed-End Fund - Foreign7.82250.26-2.98%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.76630.263.89%
HPFJohn Hancock Closed-End Fund - Debt16.29550.253.23%
EIMEaton Vance Asset Mgmt10.04220.25-0.89%
MMDMainStay MacKay Closed-End Fund - Debt16.11250.25-0.86%
SIXA6 Meridian Exchange Traded Fund39.80560.258.39%
NNYNuveen New Closed-End Fund - Debt8.19100.24-1.09%
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%] Hywin [-57%] Fathom [-57%]
FRP [-52%] AlTi Global[-49%] eHealth [-49%]
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  63.42481.190.336.16%
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  21.95480.370.274.72%
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 Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 19.61    
Smart Investing & Trading Score: 18
Day Percent Change: 0.31%    
Day Change: 0.06
Week Change: -3.59%    
Year-to-date Change: 0.5%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of Hamilton Lane IncorporatedHLNE Hamilton Lane Incorporated
Sector: Financials
SubSector: Asset Management
MarketCap: 2484.13 Millions
Recent Price: 109.98    
Smart Investing & Trading Score: 18
Day Percent Change: 0.30%    
Day Change: 0.33
Week Change: -0.5%    
Year-to-date Change: -3.1%
HLNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLNE to Watchlist:       View:      Get Complete HLNE Trend Analysis ➞

Stock Chart of Goldman Sachs Access U.S. Aggregate Bond ETFGCOR Goldman Sachs Access U.S. Aggregate Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.14    
Smart Investing & Trading Score: 18
Day Percent Change: 0.30%    
Day Change: 0.12
Week Change: -0.59%    
Year-to-date Change: -4.0%
GCOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCOR to Watchlist:       View:      Get Complete GCOR Trend Analysis ➞

Stock Chart of Nuveen Variable Rate Preferred & Income FundNPFD Nuveen Variable Rate Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 374 Millions
Recent Price: 16.87    
Smart Investing & Trading Score: 37
Day Percent Change: 0.30%    
Day Change: 0.05
Week Change: -0.18%    
Year-to-date Change: 4.0%
NPFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPFD to Watchlist:       View:      Get Complete NPFD Trend Analysis ➞

Stock Chart of Erie Indemnity CompanyERIE Erie Indemnity Company
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 8822 Millions
Recent Price: 381.56    
Smart Investing & Trading Score: 51
Day Percent Change: 0.29%    
Day Change: 1.10
Week Change: -0.71%    
Year-to-date Change: 13.9%
ERIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERIE to Watchlist:       View:      Get Complete ERIE Trend Analysis ➞

Stock Chart of Barings Corporate InvestorsMCI Barings Corporate Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.607 Millions
Recent Price: 17.56    
Smart Investing & Trading Score: 64
Day Percent Change: 0.29%    
Day Change: 0.05
Week Change: 0.06%    
Year-to-date Change: -4.7%
MCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCI to Watchlist:       View:      Get Complete MCI Trend Analysis ➞

Stock Chart of BlackRock TCP Capital Corp.TCPC BlackRock TCP Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 37
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 1.29%    
Year-to-date Change: -11.4%
TCPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCPC to Watchlist:       View:      Get Complete TCPC Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP Aberdeen Global Premier Properties Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 313.447 Millions
Recent Price: 3.60    
Smart Investing & Trading Score: 42
Day Percent Change: 0.28%    
Day Change: 0.01
Week Change: -0.83%    
Year-to-date Change: -7.2%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.77    
Smart Investing & Trading Score: 66
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: 0.19%    
Year-to-date Change: 1.1%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of Ryan Specialty Holdings, Inc.RYAN Ryan Specialty Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 11630 Millions
Recent Price: 51.22    
Smart Investing & Trading Score: 63
Day Percent Change: 0.27%    
Day Change: 0.14
Week Change: 2.54%    
Year-to-date Change: 19.0%
RYAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RYAN to Watchlist:       View:      Get Complete RYAN Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 25
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -0.27%    
Year-to-date Change: -0.6%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Sumitomo Mitsui Financial Group, Inc.SMFG Sumitomo Mitsui Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 36648.5 Millions
Recent Price: 11.17    
Smart Investing & Trading Score: 43
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -2.95%    
Year-to-date Change: 15.4%
SMFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMFG to Watchlist:       View:      Get Complete SMFG Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.26    
Smart Investing & Trading Score: 32
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -1.05%    
Year-to-date Change: -0.9%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY 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: 22.16    
Smart Investing & Trading Score: 45
Day Percent Change: 0.27%    
Day Change: 0.06
Week Change: -0.54%    
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 Investcorp India Acquisition CorpIVCA Investcorp India Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 345 Millions
Recent Price: 11.25    
Smart Investing & Trading Score: 58
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: 0.09%    
Year-to-date Change: 2.3%
IVCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVCA to Watchlist:       View:      Get Complete IVCA 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: 11.37    
Smart Investing & Trading Score: 32
Day Percent Change: 0.26%    
Day Change: 0.03
Week Change: 0.8%    
Year-to-date Change: -6.7%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of Mizuho Financial Group, Inc.MFG Mizuho Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 27893.1 Millions
Recent Price: 3.85    
Smart Investing & Trading Score: 43
Day Percent Change: 0.26%    
Day Change: 0.01
Week Change: -1.53%    
Year-to-date Change: 11.9%
MFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFG to Watchlist:       View:      Get Complete MFG Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.33    
Smart Investing & Trading Score: 37
Day Percent Change: 0.26%    
Day Change: 0.04
Week Change: 0.2%    
Year-to-date Change: 0.8%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of Aberdeen Total Dynamic Dividend FundAOD Aberdeen Total Dynamic Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 592.547 Millions
Recent Price: 7.82    
Smart Investing & Trading Score: 25
Day Percent Change: 0.26%    
Day Change: 0.02
Week Change: -1.76%    
Year-to-date Change: -3.0%
AOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOD to Watchlist:       View:      Get Complete AOD Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.76    
Smart Investing & Trading Score: 63
Day Percent Change: 0.26%    
Day Change: 0.03
Week Change: 0.77%    
Year-to-date Change: 3.9%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIHPF John Hancock Preferred Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 269.407 Millions
Recent Price: 16.29    
Smart Investing & Trading Score: 55
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: 3.04%    
Year-to-date Change: 3.2%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF 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: 10.04    
Smart Investing & Trading Score: 22
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: -0.45%    
Year-to-date Change: -0.9%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.11    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -0.8%    
Year-to-date Change: -0.9%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.80    
Smart Investing & Trading Score: 56
Day Percent Change: 0.25%    
Day Change: 0.10
Week Change: -0.25%    
Year-to-date Change: 8.4%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 10
Day Percent Change: 0.24%    
Day Change: 0.02
Week Change: -0.61%    
Year-to-date Change: -1.1%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

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