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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
LNCLoln National Life Insurance27.9646-2.41%3.67%
PMAYInnovator S&P Exchange Traded Fund32.6065-0.11%3.67%
BCATBlackRock Capital Closed-End Fund - Equity15.3938-0.10%3.64%
BGTBlackRock Floating Closed-End Fund - Debt12.8351-1.23%3.63%
EFREaton Vance Closed-End Fund - Debt13.12150.15%3.63%
NIEAllianzGI Equity Asset Mgmt21.6656-0.82%3.59%
ETJEaton Vance Exchange Traded Fund8.1261-1.93%3.57%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.7241-0.59%3.53%
FLVAmerican Century Exchange Traded Fund63.3286-0.66%3.51%
SHGShinhan  Foreign Banks31.85650.73%3.48%
EODWells Fargo Closed-End Fund - Equity4.4961-1.10%3.46%
NMZNuveen Municipal Asset Mgmt10.2254-0.68%3.44%
MBIMBIA  Insurance6.33100-3.80%3.43%
SKTTanger Factory REIT - Retail28.67830.07%3.43%
CSGPCoStar  Property Mgmt90.3480-1.75%3.38%
HPFJohn Hancock Closed-End Fund - Debt16.3193-3.38%3.36%
ECCCEagle Point Closed-End Fund - Debt22.29870.22%3.34%
MRCCMonroe Capital Mortgage7.30720.27%3.33%
FCNCPFirst Citizens Banks Regional20.9530-1.16%3.33%
GBBKGlobal Blockchain SPAC10.90321.21%3.32%
AFARAura FAT SPAC11.23780.00%3.31%
FFEBFT Cboe Exchange Traded Fund44.0651-0.54%3.26%
OLPOne Liberty REIT - 22.6281-0.62%3.24%
FBCVFidelity Blue Exchange Traded Fund30.1068-0.79%3.24%
MUABlackRock MuniAssets Closed-End Fund - Debt10.9354-1.13%3.21%
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 Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 27.96    
Smart Investing & Trading Score: 46
Day Percent Change: -2.41%    
Day Change: -0.69
Week Change: 1.12%    
Year-to-date Change: 3.7%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.60    
Smart Investing & Trading Score: 65
Day Percent Change: -0.11%    
Day Change: -0.04
Week Change: 0.26%    
Year-to-date Change: 3.7%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY 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 ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.83    
Smart Investing & Trading Score: 51
Day Percent Change: -1.23%    
Day Change: -0.16
Week Change: 0.16%    
Year-to-date Change: 3.6%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.12    
Smart Investing & Trading Score: 15
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 0.23%    
Year-to-date Change: 3.6%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.66    
Smart Investing & Trading Score: 56
Day Percent Change: -0.82%    
Day Change: -0.18
Week Change: 1.31%    
Year-to-date Change: 3.6%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 473.951 Millions
Recent Price: 8.12    
Smart Investing & Trading Score: 61
Day Percent Change: -1.93%    
Day Change: -0.16
Week Change: -1.22%    
Year-to-date Change: 3.6%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ 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: 11.72    
Smart Investing & Trading Score: 41
Day Percent Change: -0.59%    
Day Change: -0.07
Week Change: -0.34%    
Year-to-date Change: 3.5%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 63.32    
Smart Investing & Trading Score: 86
Day Percent Change: -0.66%    
Day Change: -0.42
Week Change: 1.2%    
Year-to-date Change: 3.5%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Shinhan Financial Group Co., Ltd.SHG Shinhan Financial Group Co., Ltd.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 9959.09 Millions
Recent Price: 31.85    
Smart Investing & Trading Score: 65
Day Percent Change: 0.73%    
Day Change: 0.23
Week Change: 4.46%    
Year-to-date Change: 3.5%
SHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHG to Watchlist:       View:      Get Complete SHG Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity FundEOD Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 4.49    
Smart Investing & Trading Score: 61
Day Percent Change: -1.10%    
Day Change: -0.05
Week Change: 1.58%    
Year-to-date Change: 3.5%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of Nuveen Municipal High Income Opportunity FundNMZ Nuveen Municipal High Income Opportunity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 845.303 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 54
Day Percent Change: -0.68%    
Day Change: -0.07
Week Change: 0.39%    
Year-to-date Change: 3.4%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of MBIA Inc.MBI MBIA Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 539.012 Millions
Recent Price: 6.33    
Smart Investing & Trading Score: 100
Day Percent Change: -3.80%    
Day Change: -0.25
Week Change: 3.43%    
Year-to-date Change: 3.4%
MBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBI to Watchlist:       View:      Get Complete MBI Trend Analysis ➞

Stock Chart of Tanger Factory Outlet Centers, Inc.SKT Tanger Factory Outlet Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 720.214 Millions
Recent Price: 28.67    
Smart Investing & Trading Score: 83
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: 7.5%    
Year-to-date Change: 3.4%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 90.34    
Smart Investing & Trading Score: 80
Day Percent Change: -1.75%    
Day Change: -1.61
Week Change: 7.22%    
Year-to-date Change: 3.4%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP 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: 16.31    
Smart Investing & Trading Score: 93
Day Percent Change: -3.38%    
Day Change: -0.57
Week Change: 0.12%    
Year-to-date Change: 3.4%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.29    
Smart Investing & Trading Score: 87
Day Percent Change: 0.22%    
Day Change: 0.05
Week Change: 1%    
Year-to-date Change: 3.3%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

Stock Chart of Monroe Capital CorporationMRCC Monroe Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 139.439 Millions
Recent Price: 7.30    
Smart Investing & Trading Score: 72
Day Percent Change: 0.27%    
Day Change: 0.02
Week Change: 2.31%    
Year-to-date Change: 3.3%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC Trend Analysis ➞

Stock Chart of First Citizens BancShares, Inc.FCNCP First Citizens BancShares, Inc.
Sector: Financials
SubSector: Banks Regional
MarketCap: 60157 Millions
Recent Price: 20.95    
Smart Investing & Trading Score: 30
Day Percent Change: -1.16%    
Day Change: -0.25
Week Change: 0.31%    
Year-to-date Change: 3.3%
FCNCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCNCP to Watchlist:       View:      Get Complete FCNCP Trend Analysis ➞

Stock Chart of Global Blockchain Acquisition Corp.GBBK Global Blockchain Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 231 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 32
Day Percent Change: 1.21%    
Day Change: 0.13
Week Change: 1.21%    
Year-to-date Change: 3.3%
GBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBBK to Watchlist:       View:      Get Complete GBBK Trend Analysis ➞

Stock Chart of Aura FAT Projects Acquisition CorpAFAR Aura FAT Projects Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 11.23    
Smart Investing & Trading Score: 78
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: 3.3%
AFAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFAR to Watchlist:       View:      Get Complete AFAR Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   FebruaryFFEB FT Cboe Vest US Eq Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.06    
Smart Investing & Trading Score: 51
Day Percent Change: -0.54%    
Day Change: -0.24
Week Change: 0.61%    
Year-to-date Change: 3.3%
FFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFEB to Watchlist:       View:      Get Complete FFEB Trend Analysis ➞

Stock Chart of One Liberty Properties, Inc.OLP One Liberty Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 378.353 Millions
Recent Price: 22.62    
Smart Investing & Trading Score: 81
Day Percent Change: -0.62%    
Day Change: -0.14
Week Change: 2.17%    
Year-to-date Change: 3.2%
OLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OLP to Watchlist:       View:      Get Complete OLP Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Value ETFFBCV Fidelity Blue Chip Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.10    
Smart Investing & Trading Score: 68
Day Percent Change: -0.79%    
Day Change: -0.24
Week Change: 0.4%    
Year-to-date Change: 3.2%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.93    
Smart Investing & Trading Score: 54
Day Percent Change: -1.13%    
Day Change: -0.13
Week Change: -1.35%    
Year-to-date Change: 3.2%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

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