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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 25, 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 46 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.6 %
 Weekly Performance: 1.13 %
 Daily Performance: -0.69 %
12Stocks.com
Financial Sector Trend
46 / 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%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.0838-1.043.53%
HBANLHuntington Bancshares Banks - Regional24.6486-1.043.27%
MHIPioneer Municipal Closed-End Fund - Debt8.5138-1.05-1.39%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity9.3686-1.052.08%
BXMXNuveen S&P Closed-End Fund - Equity12.6623-1.05-1.29%
BMARInnovator S&P Exchange Traded Fund40.3651-1.052.05%
KRGKite Realty REIT - Retail21.49100-1.06-5.99%
BHKBlackRock Core Closed-End Fund - Debt10.2722-1.06-5.87%
FFAFirst Trust Closed-End Fund - Equity18.1661-1.06-0.63%
RVTRoyce Value Closed-End Fund - Equity14.0610-1.06-3.43%
IQIInvesco Quality Closed-End Fund - Debt9.2925-1.06-2.31%
AOMRAngel Oak REIT - Mortgage10.6218-1.060.06%
DSMBNY  Closed-End Fund - Debt5.5618-1.07-2.63%
ESNTEssent  Mortgage53.5917-1.071.61%
QFIN360 Finance Credit Services18.5346-1.0717.13%
THGHanover Insurance Insurance131.1980-1.088.04%
VLYValley National Regional Banks7.7567-1.08-28.59%
NTRSNorthern Trust Asset Mgmt83.3954-1.08-1.17%
BENFranklin Resources Asset Mgmt25.070-1.08-15.83%
RCReady Capital Mortgage8.7235-1.08-14.88%
GDVGabelli Dividend Closed-End Fund - Equity21.9243-1.081.29%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.6730-1.080.82%
SPXXNuveen S&P Closed-End Fund - Equity15.1051-1.080.37%
SCMStellus Capital Asset Mgmt14.0273-1.099.07%
PRIPrimerica  Life Insurance219.4732-1.096.66%
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 8.6% and is currently outperforming the overall market by 3.75% 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: Not Good
Overall Trend Score: 46
YTD Performance: 8.6%
**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 [465%] Hippo [126%] Gladstone Capital[99%]
Banco Macro[72%] Grupo Financiero[71%] Banco BBVA[67%]
Yiren Digital[60%] Heritage Insurance[60%] B. Riley[58%]
Fidelis Insurance[55%] First [52%] EverQuote [52%]
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
B. Riley[65.7%] Oportun [41%] Provident Bancorp[18%]
Root [14.3%] First Citizens[14%] Deutsche Bank[12%]
Globe Life[11.9%] TOP [11.5%] Cipher Mining[11.3%]
Trustmark [10.5%] Barclays [9.8%] Bank of N.T. Butterfield & Son[9.5%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] TCG BDC[100]
Third Coast[100] Capital Southwest[100] Fidus [100]
UDR [100] AvalonBay Communities[100] Main Street[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  40.8446-0.691.138.6%
IAIBroker-Dealers & Secs 111.9133-0.880.793.11%
IYFFinancials  92.3068-0.711.18.07%
IYGFinancial Services  64.5876-0.511.838.11%
KRERegional Banking  48.2167-1.631.88-8.05%
IXGGlobal Financials  83.8453-0.731.196.7%
VFHFinancials  98.9568-0.771.237.26%
KBEBank  45.2248-1.611.82-1.74%
FASFinancial Bull 3X 101.2548-1.893.3922.5%
FAZFinancial Bear 3X 10.83472.07-3.3-20.78%
UYGFinancials  63.6656-1.671.9515.33%
IATRegional Banks  41.6993-1.232.33-0.36%
KIEInsurance  49.2051-0.950.248.8%
PSCFSmallCap Financials  47.04580.013.46-4.35%
EUFNEurope Financials  22.3168-0.511.626.42%
PGFFinancial Preferred  14.5637-1.150.21-0.14%
 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 Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 19.08    
Smart Investing & Trading Score: 38
Day Percent Change: -1.04%    
Day Change: -0.20
Week Change: 0.05%    
Year-to-date Change: 3.5%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANL Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 24.64    
Smart Investing & Trading Score: 86
Day Percent Change: -1.04%    
Day Change: -0.26
Week Change: 0.98%    
Year-to-date Change: 3.3%
HBANL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANL to Watchlist:       View:      Get Complete HBANL Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.51    
Smart Investing & Trading Score: 38
Day Percent Change: -1.05%    
Day Change: -0.09
Week Change: -0.35%    
Year-to-date Change: -1.4%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.DPG Duff & Phelps Utility and Infrastructure Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 301.147 Millions
Recent Price: 9.36    
Smart Investing & Trading Score: 86
Day Percent Change: -1.05%    
Day Change: -0.10
Week Change: 1.42%    
Year-to-date Change: 2.1%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG 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: 12.66    
Smart Investing & Trading Score: 23
Day Percent Change: -1.05%    
Day Change: -0.14
Week Change: 1.56%    
Year-to-date Change: -1.3%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   MarchBMAR Innovator S&P 500 Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.36    
Smart Investing & Trading Score: 51
Day Percent Change: -1.05%    
Day Change: -0.43
Week Change: 0.55%    
Year-to-date Change: 2.1%
BMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAR to Watchlist:       View:      Get Complete BMAR Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.49    
Smart Investing & Trading Score: 100
Day Percent Change: -1.06%    
Day Change: -0.23
Week Change: 2.87%    
Year-to-date Change: -6.0%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.27    
Smart Investing & Trading Score: 22
Day Percent Change: -1.06%    
Day Change: -0.11
Week Change: -0.39%    
Year-to-date Change: -5.9%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of First Trust Enhanced Equity Income FundFFA First Trust Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 206.247 Millions
Recent Price: 18.16    
Smart Investing & Trading Score: 61
Day Percent Change: -1.06%    
Day Change: -0.20
Week Change: 1.48%    
Year-to-date Change: -0.6%
FFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFA to Watchlist:       View:      Get Complete FFA Trend Analysis ➞

Stock Chart of Royce Value Trust Inc.RVT Royce Value Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 814.947 Millions
Recent Price: 14.06    
Smart Investing & Trading Score: 10
Day Percent Change: -1.06%    
Day Change: -0.15
Week Change: 1.52%    
Year-to-date Change: -3.4%
RVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVT to Watchlist:       View:      Get Complete RVT Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.29    
Smart Investing & Trading Score: 25
Day Percent Change: -1.06%    
Day Change: -0.10
Week Change: 0.11%    
Year-to-date Change: -2.3%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 10.62    
Smart Investing & Trading Score: 18
Day Percent Change: -1.06%    
Day Change: -0.11
Week Change: -8.8%    
Year-to-date Change: 0.1%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.56    
Smart Investing & Trading Score: 18
Day Percent Change: -1.07%    
Day Change: -0.06
Week Change: -0.36%    
Year-to-date Change: -2.6%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 53.59    
Smart Investing & Trading Score: 17
Day Percent Change: -1.07%    
Day Change: -0.58
Week Change: 0.24%    
Year-to-date Change: 1.6%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of 360 Finance, Inc.QFIN 360 Finance, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 956.208 Millions
Recent Price: 18.53    
Smart Investing & Trading Score: 46
Day Percent Change: -1.07%    
Day Change: -0.20
Week Change: 2.94%    
Year-to-date Change: 17.1%
QFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QFIN to Watchlist:       View:      Get Complete QFIN Trend Analysis ➞

Stock Chart of The Hanover Insurance Group, Inc.THG The Hanover Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3677.92 Millions
Recent Price: 131.19    
Smart Investing & Trading Score: 80
Day Percent Change: -1.08%    
Day Change: -1.44
Week Change: 0.08%    
Year-to-date Change: 8.0%
THG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THG to Watchlist:       View:      Get Complete THG Trend Analysis ➞

Stock Chart of Valley National BancorpVLY Valley National Bancorp
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2843.09 Millions
Recent Price: 7.75    
Smart Investing & Trading Score: 67
Day Percent Change: -1.08%    
Day Change: -0.08
Week Change: 0.58%    
Year-to-date Change: -28.6%
VLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VLY to Watchlist:       View:      Get Complete VLY Trend Analysis ➞

Stock Chart of Northern Trust CorporationNTRS Northern Trust Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 15316.8 Millions
Recent Price: 83.39    
Smart Investing & Trading Score: 54
Day Percent Change: -1.08%    
Day Change: -0.91
Week Change: 2.38%    
Year-to-date Change: -1.2%
NTRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTRS to Watchlist:       View:      Get Complete NTRS Trend Analysis ➞

Stock Chart of Franklin Resources, Inc.BEN Franklin Resources, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 9419.73 Millions
Recent Price: 25.07    
Smart Investing & Trading Score: 0
Day Percent Change: -1.08%    
Day Change: -0.28
Week Change: -0.3%    
Year-to-date Change: -15.8%
BEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BEN to Watchlist:       View:      Get Complete BEN Trend Analysis ➞

Stock Chart of Ready Capital CorporationRC Ready Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 358.039 Millions
Recent Price: 8.72    
Smart Investing & Trading Score: 35
Day Percent Change: -1.08%    
Day Change: -0.10
Week Change: 1.22%    
Year-to-date Change: -14.9%
RC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RC to Watchlist:       View:      Get Complete RC 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: 21.92    
Smart Investing & Trading Score: 43
Day Percent Change: -1.08%    
Day Change: -0.24
Week Change: 1.53%    
Year-to-date Change: 1.3%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.67    
Smart Investing & Trading Score: 30
Day Percent Change: -1.08%    
Day Change: -0.16
Week Change: 0.34%    
Year-to-date Change: 0.8%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 15.10    
Smart Investing & Trading Score: 51
Day Percent Change: -1.08%    
Day Change: -0.16
Week Change: 1.24%    
Year-to-date Change: 0.4%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorporationSCM Stellus Capital Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 127.403 Millions
Recent Price: 14.02    
Smart Investing & Trading Score: 73
Day Percent Change: -1.09%    
Day Change: -0.15
Week Change: 0.54%    
Year-to-date Change: 9.1%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 219.47    
Smart Investing & Trading Score: 32
Day Percent Change: -1.09%    
Day Change: -2.41
Week Change: 2.06%    
Year-to-date Change: 6.7%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI Trend Analysis ➞

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