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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 27, 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 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: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
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 PriceTrend ScoreChange %YTD Change%
KAPRInnovator Russell Exchange Traded Fund30.13680.87%3.11%
CLMCornerstone Strategic Asset Mgmt7.30680.69%1.53%
CRFCornerstone Total Asset Mgmt7.42680.68%5.10%
ZTRVirtus Total Closed-End Fund - Equity5.39680.65%-2.18%
PDTJohn Hancock Closed-End Fund - Debt11.21680.63%5.26%
CHWCalamos Global Closed-End Fund - Equity6.34680.63%9.88%
TFCTruist  Regional Banks38.17680.53%3.39%
BGRBlackRock Energy Closed-End Fund - Equity13.37680.30%7.39%
APOApollo Global  Investments112.22680.30%20.42%
JEFJefferies  Brokerage43.56680.23%7.80%
COFCapital One Credit Services146.21680.16%11.51%
MCACMountain Crest SPAC11.24680.09%3.79%
GUTGabelli Utility Closed-End Fund - Equity5.55680.00%2.40%
KRNLKernel  SPAC10.7868-1.46%0.28%
AXPAmerican Express Credit Services235.6468-0.62%25.78%
GRXGabelli Healthcare Closed-End Fund - Equity9.4368-0.58%1.02%
EPRTEssential Properties REIT - 25.6968-0.16%0.51%
SLMBPSLM  Credit Services76.1568-0.13%15.12%
COOPMr. Cooper S&L78.7368-0.08%20.90%
BMABanco Macro Foreign Banks51.38684.69%79.02%
BKNBlackRock  Closed-End Fund - Debt12.06680.50%1.69%
THQTekla Healthcare Closed-End Fund - Equity19.28680.47%6.46%
ABEQAbsolute Core Exchange Traded Fund29.89680.36%5.25%
BRPBRP  Real Estatet26.70680.11%11.16%
CEECentral and Closed-End Fund - Foreign9.4868-1.86%-2.72%
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 8.56% and is currently outperforming the overall market by 2.42% 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: Deteriorating
Overall Trend Score: 63
YTD Performance: 8.56%
**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 [515%] Hippo [140%] Gladstone Capital[100%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[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[84.2%] Oportun [35.8%] Root [24.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
Provident Bancorp[14%] TOP [13.6%] Globe Life[13.5%]
Trustmark [12.4%] Coinbase Global[12.1%] Shinhan [12%]
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[-71%] Texas Pacific[-62%]
Douglas Elliman[-59%] Fathom [-56%] Hywin [-54%]
FRP [-52%] Fanhua [-49%] eHealth [-48%]
OppFi [-48%] AlTi Global[-48%] RE/MAX [-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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Uniti [100] American Homes[100]
Goldman Sachs[100] Solar Capital[100] Templeton Dragon[100]
Mid-America Apartment[100] TCG BDC[100] Camden Property[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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1768-0.350.957.91%
IYGFinancial Services  64.61830.081.888.16%
KRERegional Banking  48.1974-0.581.84-8.09%
IXGGlobal Financials  84.1960-0.301.617.14%
VFHFinancials  98.9375-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7293-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.36650.151.96-5.73%
EUFNEurope Financials  22.46750.542.327.16%
PGFFinancial Preferred  14.57440.000.28-0.07%
 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 Innovator Russell 2000 Power Buffer ETF   AprilKAPR Innovator Russell 2000 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.13    
Smart Investing & Trading Score: 68
Day Percent Change: 0.87%    
Day Change: 0.26
Week Change: 1.48%    
Year-to-date Change: 3.1%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.30    
Smart Investing & Trading Score: 68
Day Percent Change: 0.69%    
Day Change: 0.05
Week Change: 1.81%    
Year-to-date Change: 1.5%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Cornerstone Total Return Fund, Inc.CRF Cornerstone Total Return Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 262.903 Millions
Recent Price: 7.42    
Smart Investing & Trading Score: 68
Day Percent Change: 0.68%    
Day Change: 0.05
Week Change: 2.91%    
Year-to-date Change: 5.1%
CRF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRF to Watchlist:       View:      Get Complete CRF Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 5.39    
Smart Investing & Trading Score: 68
Day Percent Change: 0.65%    
Day Change: 0.03
Week Change: 1.32%    
Year-to-date Change: -2.2%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 404.207 Millions
Recent Price: 11.21    
Smart Investing & Trading Score: 68
Day Percent Change: 0.63%    
Day Change: 0.07
Week Change: 2.66%    
Year-to-date Change: 5.3%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.34    
Smart Investing & Trading Score: 68
Day Percent Change: 0.63%    
Day Change: 0.04
Week Change: 3.17%    
Year-to-date Change: 9.9%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Truist Financial CorporationTFC Truist Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 44928.5 Millions
Recent Price: 38.17    
Smart Investing & Trading Score: 68
Day Percent Change: 0.53%    
Day Change: 0.20
Week Change: 3.72%    
Year-to-date Change: 3.4%
TFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TFC to Watchlist:       View:      Get Complete TFC Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 68
Day Percent Change: 0.30%    
Day Change: 0.04
Week Change: 1.36%    
Year-to-date Change: 7.4%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Apollo Global Management, Inc.APO Apollo Global Management, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 12706 Millions
Recent Price: 112.22    
Smart Investing & Trading Score: 68
Day Percent Change: 0.30%    
Day Change: 0.34
Week Change: 4.26%    
Year-to-date Change: 20.4%
APO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APO to Watchlist:       View:      Get Complete APO Trend Analysis ➞

Stock Chart of Jefferies Financial Group Inc.JEF Jefferies Financial Group Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 3987.15 Millions
Recent Price: 43.56    
Smart Investing & Trading Score: 68
Day Percent Change: 0.23%    
Day Change: 0.10
Week Change: 3.3%    
Year-to-date Change: 7.8%
JEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEF to Watchlist:       View:      Get Complete JEF Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 146.21    
Smart Investing & Trading Score: 68
Day Percent Change: 0.16%    
Day Change: 0.24
Week Change: 2.31%    
Year-to-date Change: 11.5%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF Trend Analysis ➞

Stock Chart of Mountain Crest Acquisition CorpMCAC Mountain Crest Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 80157 Millions
Recent Price: 11.24    
Smart Investing & Trading Score: 68
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.18%    
Year-to-date Change: 3.8%
MCAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCAC to Watchlist:       View:      Get Complete MCAC Trend Analysis ➞

Stock Chart of The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 5.55    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: 2.4%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.78    
Smart Investing & Trading Score: 68
Day Percent Change: -1.46%    
Day Change: -0.16
Week Change: -1.46%    
Year-to-date Change: 0.3%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of American Express CompanyAXP American Express Company
Sector: Financials
SubSector: Credit Services
MarketCap: 68388 Millions
Recent Price: 235.64    
Smart Investing & Trading Score: 68
Day Percent Change: -0.62%    
Day Change: -1.46
Week Change: 1.99%    
Year-to-date Change: 25.8%
AXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXP to Watchlist:       View:      Get Complete AXP 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: 9.43    
Smart Investing & Trading Score: 68
Day Percent Change: -0.58%    
Day Change: -0.05
Week Change: 0.69%    
Year-to-date Change: 1.0%
GRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRX to Watchlist:       View:      Get Complete GRX Trend Analysis ➞

Stock Chart of Essential Properties Realty Trust, Inc.EPRT Essential Properties Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1424.43 Millions
Recent Price: 25.69    
Smart Investing & Trading Score: 68
Day Percent Change: -0.16%    
Day Change: -0.04
Week Change: 0.82%    
Year-to-date Change: 0.5%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT Trend Analysis ➞

Stock Chart of SLM CorporationSLMBP SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 11675.8 Millions
Recent Price: 76.15    
Smart Investing & Trading Score: 68
Day Percent Change: -0.13%    
Day Change: -0.10
Week Change: 1.38%    
Year-to-date Change: 15.1%
SLMBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLMBP to Watchlist:       View:      Get Complete SLMBP Trend Analysis ➞

Stock Chart of Mr. Cooper Group Inc.COOP Mr. Cooper Group Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 648.33 Millions
Recent Price: 78.73    
Smart Investing & Trading Score: 68
Day Percent Change: -0.08%    
Day Change: -0.06
Week Change: 1.51%    
Year-to-date Change: 20.9%
COOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COOP to Watchlist:       View:      Get Complete COOP Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 51.38    
Smart Investing & Trading Score: 68
Day Percent Change: 4.69%    
Day Change: 2.30
Week Change: 3.13%    
Year-to-date Change: 79.0%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 12.06    
Smart Investing & Trading Score: 68
Day Percent Change: 0.50%    
Day Change: 0.06
Week Change: 1.43%    
Year-to-date Change: 1.7%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Tekla Healthcare Opportunities FundTHQ Tekla Healthcare Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 518.247 Millions
Recent Price: 19.28    
Smart Investing & Trading Score: 68
Day Percent Change: 0.47%    
Day Change: 0.09
Week Change: 0.57%    
Year-to-date Change: 6.5%
THQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THQ to Watchlist:       View:      Get Complete THQ Trend Analysis ➞

Stock Chart of Absolute Core Strategy ETFABEQ Absolute Core Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.89    
Smart Investing & Trading Score: 68
Day Percent Change: 0.36%    
Day Change: 0.11
Week Change: 0.75%    
Year-to-date Change: 5.3%
ABEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABEQ to Watchlist:       View:      Get Complete ABEQ Trend Analysis ➞

Stock Chart of BRP Group, Inc.BRP BRP Group, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 741.219 Millions
Recent Price: 26.70    
Smart Investing & Trading Score: 68
Day Percent Change: 0.11%    
Day Change: 0.03
Week Change: -3.19%    
Year-to-date Change: 11.2%
BRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRP to Watchlist:       View:      Get Complete BRP Trend Analysis ➞

Stock Chart of The Central and Eastern Europe Fund, Inc.CEE The Central and Eastern Europe Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 105.847 Millions
Recent Price: 9.48    
Smart Investing & Trading Score: 68
Day Percent Change: -1.86%    
Day Change: -0.18
Week Change: -0.05%    
Year-to-date Change: -2.7%
CEE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEE to Watchlist:       View:      Get Complete CEE Trend Analysis ➞

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