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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 26, 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 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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 PriceTrend ScoreChange %YTD Change%
ADXAdams Diversified Closed-End Fund - Equity18.7241-0.58%5.70%
ETYEaton Vance Closed-End Fund - Equity12.9741-0.15%6.40%
ETGEaton Vance Closed-End Fund - Equity17.3741-0.09%1.58%
CSLMConsilium Acquisition SPAC11.1341-0.04%2.20%
HCVIHennessy Capital SPAC10.48410.10%0.48%
PLAOPatria Latin SPAC11.33410.00%2.16%
IVCAInvestcorp India SPAC11.25410.00%2.27%
KEYKeyCorp  Regional Banks14.6141-2.14%1.46%
BNSBank of Nova Scotia Banks46.2341-1.22%-5.05%
RLJRLJ Lodging REIT11.1040-2.46%-5.29%
BOHBank of Hawaii Regional Banks59.11400.75%-18.42%
HBCPHome Bancorp S&L35.5040-2.69%-15.50%
FISI Institutions Regional Banks17.4240-1.97%-18.22%
AROWArrow  Regional Banks22.6740-1.31%-18.86%
MSBIMidland States Regional Banks24.0540-1.15%-12.74%
PMTPennyMac Mortgage Mortgage14.14393.06%-5.42%
NLYAnnaly Capital Mortgage18.69390.59%-3.51%
EVREvercore  Asset Mgmt183.6539-1.58%7.37%
IRSIRSA Inversiones Real Estatet9.47380.42%10.12%
LCGSterling Capital Exchange Traded Fund27.2438-5.15%-4.25%
QYLGGlobal X Exchange Traded Fund29.0638-1.72%0.80%
ORIOld Republic Insurance30.0238-0.92%2.11%
NUSINationwide Risk Exchange Traded Fund22.6538-0.92%1.03%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.2838-0.63%-0.16%
BCATBlackRock Capital Closed-End Fund - Equity15.3938-0.10%3.64%
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 8.72% and is currently outperforming the overall market by 3.56% 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: 56
YTD Performance: 8.72%
**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 [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] 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[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex 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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Adams Diversified Equity Fund, Inc.ADX Adams Diversified Equity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1172.77 Millions
Recent Price: 18.72    
Smart Investing & Trading Score: 41
Day Percent Change: -0.58%    
Day Change: -0.11
Week Change: 1.79%    
Year-to-date Change: 5.7%
ADX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ADX to Watchlist:       View:      Get Complete ADX 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: 12.97    
Smart Investing & Trading Score: 41
Day Percent Change: -0.15%    
Day Change: -0.02
Week Change: 1.01%    
Year-to-date Change: 6.4%
ETY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETY to Watchlist:       View:      Get Complete ETY Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 759.147 Millions
Recent Price: 17.37    
Smart Investing & Trading Score: 41
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: 1.88%    
Year-to-date Change: 1.6%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG 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: 11.13    
Smart Investing & Trading Score: 41
Day Percent Change: -0.04%    
Day Change: 0.00
Week Change: -0.06%    
Year-to-date Change: 2.2%
CSLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSLM to Watchlist:       View:      Get Complete CSLM Trend Analysis ➞

Stock Chart of Hennessy Capital Investment Corp. VIHCVI Hennessy Capital Investment Corp. VI
Sector: Financials
SubSector: SPAC
MarketCap: 467 Millions
Recent Price: 10.48    
Smart Investing & Trading Score: 41
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 0.5%
HCVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCVI to Watchlist:       View:      Get Complete HCVI Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 41
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO 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: 41
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
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 KeyCorpKEY KeyCorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10045 Millions
Recent Price: 14.61    
Smart Investing & Trading Score: 41
Day Percent Change: -2.14%    
Day Change: -0.32
Week Change: -0.14%    
Year-to-date Change: 1.5%
KEY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KEY to Watchlist:       View:      Get Complete KEY Trend Analysis ➞

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: 46.23    
Smart Investing & Trading Score: 41
Day Percent Change: -1.22%    
Day Change: -0.57
Week Change: -1.09%    
Year-to-date Change: -5.1%
BNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNS to Watchlist:       View:      Get Complete BNS Trend Analysis ➞

Stock Chart of RLJ Lodging TrustRLJ RLJ Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1019.34 Millions
Recent Price: 11.10    
Smart Investing & Trading Score: 40
Day Percent Change: -2.46%    
Day Change: -0.28
Week Change: 0.54%    
Year-to-date Change: -5.3%
RLJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLJ to Watchlist:       View:      Get Complete RLJ Trend Analysis ➞

Stock Chart of Bank of Hawaii CorporationBOH Bank of Hawaii Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2305.19 Millions
Recent Price: 59.11    
Smart Investing & Trading Score: 40
Day Percent Change: 0.75%    
Day Change: 0.44
Week Change: 1.22%    
Year-to-date Change: -18.4%
BOH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOH to Watchlist:       View:      Get Complete BOH Trend Analysis ➞

Stock Chart of Home Bancorp, Inc.HBCP Home Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 206.83 Millions
Recent Price: 35.50    
Smart Investing & Trading Score: 40
Day Percent Change: -2.69%    
Day Change: -0.98
Week Change: -1.63%    
Year-to-date Change: -15.5%
HBCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBCP to Watchlist:       View:      Get Complete HBCP Trend Analysis ➞

Stock Chart of Financial Institutions, Inc.FISI Financial Institutions, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 253.459 Millions
Recent Price: 17.42    
Smart Investing & Trading Score: 40
Day Percent Change: -1.97%    
Day Change: -0.35
Week Change: 0.35%    
Year-to-date Change: -18.2%
FISI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FISI to Watchlist:       View:      Get Complete FISI Trend Analysis ➞

Stock Chart of Arrow Financial CorporationAROW Arrow Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 413.999 Millions
Recent Price: 22.67    
Smart Investing & Trading Score: 40
Day Percent Change: -1.31%    
Day Change: -0.30
Week Change: -0.53%    
Year-to-date Change: -18.9%
AROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AROW to Watchlist:       View:      Get Complete AROW Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 24.05    
Smart Investing & Trading Score: 40
Day Percent Change: -1.15%    
Day Change: -0.28
Week Change: 1.43%    
Year-to-date Change: -12.7%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of PennyMac Mortgage Investment TrustPMT PennyMac Mortgage Investment Trust
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 917.639 Millions
Recent Price: 14.14    
Smart Investing & Trading Score: 39
Day Percent Change: 3.06%    
Day Change: 0.42
Week Change: 4.28%    
Year-to-date Change: -5.4%
PMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMT to Watchlist:       View:      Get Complete PMT Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 18.69    
Smart Investing & Trading Score: 39
Day Percent Change: 0.59%    
Day Change: 0.11
Week Change: 2.52%    
Year-to-date Change: -3.5%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 183.65    
Smart Investing & Trading Score: 39
Day Percent Change: -1.58%    
Day Change: -2.94
Week Change: -1.45%    
Year-to-date Change: 7.4%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of IRSA Inversiones y Representaciones Sociedad AnonimaIRS IRSA Inversiones y Representaciones Sociedad Anonima
Sector: Financials
SubSector: Real Estate Development
MarketCap: 257.519 Millions
Recent Price: 9.47    
Smart Investing & Trading Score: 38
Day Percent Change: 0.42%    
Day Change: 0.04
Week Change: -1.04%    
Year-to-date Change: 10.1%
IRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRS to Watchlist:       View:      Get Complete IRS Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.24    
Smart Investing & Trading Score: 38
Day Percent Change: -5.15%    
Day Change: -1.48
Week Change: -2.69%    
Year-to-date Change: -4.3%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.06    
Smart Investing & Trading Score: 38
Day Percent Change: -1.72%    
Day Change: -0.51
Week Change: 0.35%    
Year-to-date Change: 0.8%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 30.02    
Smart Investing & Trading Score: 38
Day Percent Change: -0.92%    
Day Change: -0.28
Week Change: 0.87%    
Year-to-date Change: 2.1%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI Trend Analysis ➞

Stock Chart of Nationwide Risk Managed Income ETFNUSI Nationwide Risk Managed Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.65    
Smart Investing & Trading Score: 38
Day Percent Change: -0.92%    
Day Change: -0.21
Week Change: 0.31%    
Year-to-date Change: 1.0%
NUSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUSI to Watchlist:       View:      Get Complete NUSI Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.28    
Smart Investing & Trading Score: 38
Day Percent Change: -0.63%    
Day Change: -0.04
Week Change: -2.03%    
Year-to-date Change: -0.2%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 38
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.79%    
Year-to-date Change: 3.6%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

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