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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 18, 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 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.97 %
 Weekly Performance: -0.54 %
 Daily Performance: 0.39 %
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%
WRLDWorld Acceptance Credit Services131.99460.86%1.12%
LNCLoln National Life Insurance27.27151.56%1.11%
JHGJanus Henderson Asset Mgmt30.4841-0.85%1.09%
MKLMarkel  Insurance1434.41250.41%1.02%
UMARInnovator S&P Exchange Traded Fund31.9131-0.03%1.01%
NWLINational Western Life Insurance487.80540.21%0.99%
FPHFive Point REIT - 3.10100.32%0.98%
ETOEaton Vance Closed-End Fund - Equity23.87100.00%0.97%
ETGEaton Vance Closed-End Fund - Equity17.26230.08%0.96%
BITBlackRock Multi-Sector Closed-End Fund - Debt15.1410-0.20%0.93%
SCRMUScreaming Eagle SPAC10.83450.74%0.93%
BSTBlackRock Science Closed-End Fund - Equity33.9610-0.86%0.88%
CDAQCompass Digital SPAC10.7421-0.19%0.85%
OXLCOOxford Lane Asset Mgmt22.23530.00%0.84%
GBLIGlobal Indemnity Insurance32.50830.00%0.81%
IQSIIQ Candriam Exchange Traded Fund28.4323-0.07%0.78%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.02320.01%0.77%
TSITCW Strategic Closed-End Fund - Debt4.63100.54%0.76%
ESGRPEnstar  Insurance25.2710-0.67%0.76%
EVTEaton Vance Closed-End Fund - Equity22.4146-0.04%0.72%
IGDVoya Global Closed-End Fund - Foreign5.0010-0.10%0.70%
VIRTVirtu  Brokerage20.4061-0.39%0.69%
EVMEaton Vance Asset Mgmt9.21370.33%0.66%
SBIWestern Asset Asset Mgmt7.7523-0.26%0.65%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt13.9915-0.29%0.64%
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 5.97% and is currently outperforming the overall market by 1.94% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 56
YTD Performance: 5.97%
**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 [430%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[70%] Grupo Financiero[63%] Yiren Digital[55%]
Fidelis Insurance[53%] First [52%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[45%] Mercury General[41%]
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[44.5%] Medical Properties[23.7%] Globe Life[11.7%]
James River[9.1%] Huize Holding[6.7%] GoHealth [6.5%]
Victory Capital[6.2%] AdvisorShares Pure[6.1%] Citizens [5.7%]
Green Dot[5.4%] Bancorp [5.4%] Morgan Stanley[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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-56%] Hywin [-56%] Fathom [-55%]
FRP [-53%] AlTi Global[-50%] C&F [-48%]
eHealth [-47%] Fanhua [-47%] RE/MAX [-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
Medical Properties[100] Macatawa Bank[100] Regional Management[100]
Stellus Capital[100] Mercury General[95] Kernel [95]
HDFC Bank[93] Charles Schwab[93] Fidus [93]
BlackRock MuniYield[93] Old Second[93] Wells Fargo[90]
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  39.84560.39-0.545.97%
IAIBroker-Dealers & Secs 110.49630.13-0.311.81%
IYFFinancials  89.95480.51-0.665.32%
IYGFinancial Services  62.53490.08-1.084.68%
KRERegional Banking  45.99280.35-1.14-12.28%
IXGGlobal Financials  82.26360.37-0.484.69%
VFHFinancials  96.24560.22-0.974.31%
KBEBank  43.27250.39-1.19-5.98%
FASFinancial Bull 3X 94.03630.88-2.2813.77%
FAZFinancial Bear 3X 11.7032-0.512.54-14.41%
UYGFinancials  60.67630.57-1.299.92%
IATRegional Banks  39.6020-0.08-2.08-5.35%
KIEInsurance  48.11580.82-0.436.39%
PSCFSmallCap Financials  44.94150.18-1.03-8.62%
EUFNEurope Financials  21.88560.30-0.074.37%
PGFFinancial Preferred  14.4418-0.38-1.67-0.99%
 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 World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 131.99    
Smart Investing & Trading Score: 46
Day Percent Change: 0.86%    
Day Change: 1.13
Week Change: -2.06%    
Year-to-date Change: 1.1%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 27.27    
Smart Investing & Trading Score: 15
Day Percent Change: 1.56%    
Day Change: 0.42
Week Change: -3.57%    
Year-to-date Change: 1.1%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of Janus Henderson Group plcJHG Janus Henderson Group plc
Sector: Financials
SubSector: Asset Management
MarketCap: 2992.33 Millions
Recent Price: 30.48    
Smart Investing & Trading Score: 41
Day Percent Change: -0.85%    
Day Change: -0.26
Week Change: -3.94%    
Year-to-date Change: 1.1%
JHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHG to Watchlist:       View:      Get Complete JHG Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1434.41    
Smart Investing & Trading Score: 25
Day Percent Change: 0.41%    
Day Change: 5.90
Week Change: 0.13%    
Year-to-date Change: 1.0%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.91    
Smart Investing & Trading Score: 31
Day Percent Change: -0.03%    
Day Change: -0.01
Week Change: -1.12%    
Year-to-date Change: 1.0%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 487.80    
Smart Investing & Trading Score: 54
Day Percent Change: 0.21%    
Day Change: 1.00
Week Change: -0.66%    
Year-to-date Change: 1.0%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Five Point Holdings, LLCFPH Five Point Holdings, LLC
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 339.953 Millions
Recent Price: 3.10    
Smart Investing & Trading Score: 10
Day Percent Change: 0.32%    
Day Change: 0.01
Week Change: -2.21%    
Year-to-date Change: 1.0%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 23.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.08%    
Year-to-date Change: 1.0%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO 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: 17.26    
Smart Investing & Trading Score: 23
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -1.8%    
Year-to-date Change: 1.0%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 412.507 Millions
Recent Price: 15.14    
Smart Investing & Trading Score: 10
Day Percent Change: -0.20%    
Day Change: -0.03
Week Change: -1.37%    
Year-to-date Change: 0.9%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of Screaming Eagle Acquisition Corp.SCRMU Screaming Eagle Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 961 Millions
Recent Price: 10.83    
Smart Investing & Trading Score: 45
Day Percent Change: 0.74%    
Day Change: 0.08
Week Change: 0%    
Year-to-date Change: 0.9%
SCRMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCRMU to Watchlist:       View:      Get Complete SCRMU Trend Analysis ➞

Stock Chart of BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 33.96    
Smart Investing & Trading Score: 10
Day Percent Change: -0.86%    
Day Change: -0.29
Week Change: -4.02%    
Year-to-date Change: 0.9%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.74    
Smart Investing & Trading Score: 21
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: -0.09%    
Year-to-date Change: 0.9%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.23    
Smart Investing & Trading Score: 53
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.01%    
Year-to-date Change: 0.8%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of Global Indemnity LimitedGBLI Global Indemnity Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 419.412 Millions
Recent Price: 32.50    
Smart Investing & Trading Score: 83
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.8%
GBLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBLI to Watchlist:       View:      Get Complete GBLI Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.43    
Smart Investing & Trading Score: 23
Day Percent Change: -0.07%    
Day Change: -0.02
Week Change: -1.53%    
Year-to-date Change: 0.8%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.02    
Smart Investing & Trading Score: 32
Day Percent Change: 0.01%    
Day Change: 0.00
Week Change: -0.98%    
Year-to-date Change: 0.8%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.63    
Smart Investing & Trading Score: 10
Day Percent Change: 0.54%    
Day Change: 0.03
Week Change: -0.54%    
Year-to-date Change: 0.8%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.27    
Smart Investing & Trading Score: 10
Day Percent Change: -0.67%    
Day Change: -0.17
Week Change: -0.12%    
Year-to-date Change: 0.8%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.41    
Smart Investing & Trading Score: 46
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -1.88%    
Year-to-date Change: 0.7%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.00    
Smart Investing & Trading Score: 10
Day Percent Change: -0.10%    
Day Change: 0.00
Week Change: -0.69%    
Year-to-date Change: 0.7%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of Virtu Financial, Inc.VIRT Virtu Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4305.15 Millions
Recent Price: 20.40    
Smart Investing & Trading Score: 61
Day Percent Change: -0.39%    
Day Change: -0.08
Week Change: -1.07%    
Year-to-date Change: 0.7%
VIRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRT to Watchlist:       View:      Get Complete VIRT Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.21    
Smart Investing & Trading Score: 37
Day Percent Change: 0.33%    
Day Change: 0.03
Week Change: 0.44%    
Year-to-date Change: 0.7%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of Western Asset Intermediate Muni Fund Inc.SBI Western Asset Intermediate Muni Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 109.803 Millions
Recent Price: 7.75    
Smart Investing & Trading Score: 23
Day Percent Change: -0.26%    
Day Change: -0.02
Week Change: -1.08%    
Year-to-date Change: 0.7%
SBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBI to Watchlist:       View:      Get Complete SBI Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 13.99    
Smart Investing & Trading Score: 15
Day Percent Change: -0.29%    
Day Change: -0.04
Week Change: -0.86%    
Year-to-date Change: 0.6%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

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