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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%
DMFBNY  Asset Mgmt6.5961-0.60%1.38%
JEPIJPMorgan Equity Exchange Traded Fund55.7256-1.24%1.30%
BSTBlackRock Science Closed-End Fund - Equity34.09250.12%1.28%
RFRegions  Regional Banks19.6175-0.81%1.19%
BKNBlackRock  Closed-End Fund - Debt12.0068-1.32%1.18%
ETOEaton Vance Closed-End Fund - Equity23.9251-0.04%1.18%
TEITempleton Emerging Closed-End Fund - Debt5.1658-0.77%1.18%
JGHNuveen Global Asset Mgmt12.3445-0.40%1.15%
WFWoori  Foreign Banks30.56320.39%1.13%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt17.9530-1.16%1.13%
SCRMUScreaming Eagle SPAC10.85480.00%1.12%
INVHInvitation Homes Real Estatet34.48750.50%1.08%
TROWT. Rowe Asset Mgmt108.8328-2.01%1.06%
NWLINational Western Life Insurance488.1554-0.39%1.06%
BHFAMBrighthouse  Insurance - Life15.6037-2.01%1.04%
NUSINationwide Risk Exchange Traded Fund22.6538-0.92%1.03%
CDAQCompass Digital SPAC10.76580.09%1.03%
BOEBlackRock Enhanced Closed-End Fund - Foreign10.0278-0.60%1.01%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.0442-0.86%1.01%
RMIRiverNorth Opportunistic Closed-End Fund - Debt15.3818-0.44%1.00%
INSIInsight Select Asset Mgmt16.1373-0.43%1.00%
SRGSeritage Growth REIT - 9.44630.11%0.96%
PMARInnovator S&P Exchange Traded Fund35.9751-0.83%0.95%
PNCPNC  Banks156.3071-1.11%0.94%
CMECME  Brokerage212.5463-0.02%0.92%
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 BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.59    
Smart Investing & Trading Score: 61
Day Percent Change: -0.60%    
Day Change: -0.04
Week Change: -0.32%    
Year-to-date Change: 1.4%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of JPMorgan Equity Premium Income ETFJEPI JPMorgan Equity Premium Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.72    
Smart Investing & Trading Score: 56
Day Percent Change: -1.24%    
Day Change: -0.70
Week Change: 0.49%    
Year-to-date Change: 1.3%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI 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: 34.09    
Smart Investing & Trading Score: 25
Day Percent Change: 0.12%    
Day Change: 0.04
Week Change: 3.4%    
Year-to-date Change: 1.3%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.61    
Smart Investing & Trading Score: 75
Day Percent Change: -0.81%    
Day Change: -0.16
Week Change: 3.76%    
Year-to-date Change: 1.2%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF 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: 12.00    
Smart Investing & Trading Score: 68
Day Percent Change: -1.32%    
Day Change: -0.16
Week Change: 0.93%    
Year-to-date Change: 1.2%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN 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: 23.92    
Smart Investing & Trading Score: 51
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: 1.18%    
Year-to-date Change: 1.2%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income FundTEI Templeton Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 337.907 Millions
Recent Price: 5.16    
Smart Investing & Trading Score: 58
Day Percent Change: -0.77%    
Day Change: -0.04
Week Change: 0.19%    
Year-to-date Change: 1.2%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.34    
Smart Investing & Trading Score: 45
Day Percent Change: -0.40%    
Day Change: -0.05
Week Change: 0.57%    
Year-to-date Change: 1.2%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of Woori Financial Group Inc.WF Woori Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 4772.69 Millions
Recent Price: 30.56    
Smart Investing & Trading Score: 32
Day Percent Change: 0.39%    
Day Change: 0.12
Week Change: 2.93%    
Year-to-date Change: 1.1%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 17.95    
Smart Investing & Trading Score: 30
Day Percent Change: -1.16%    
Day Change: -0.21
Week Change: 0.06%    
Year-to-date Change: 1.1%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of Screaming Eagle Acquisition Corp.SCRMU Screaming Eagle Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 961 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: 1.1%
SCRMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCRMU to Watchlist:       View:      Get Complete SCRMU Trend Analysis ➞

Stock Chart of Invitation Homes Inc.INVH Invitation Homes Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 9782.89 Millions
Recent Price: 34.48    
Smart Investing & Trading Score: 75
Day Percent Change: 0.50%    
Day Change: 0.17
Week Change: 2.71%    
Year-to-date Change: 1.1%
INVH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INVH to Watchlist:       View:      Get Complete INVH Trend Analysis ➞

Stock Chart of T. Rowe Price Group, Inc.TROW T. Rowe Price Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 24530 Millions
Recent Price: 108.83    
Smart Investing & Trading Score: 28
Day Percent Change: -2.01%    
Day Change: -2.23
Week Change: 0.09%    
Year-to-date Change: 1.1%
TROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TROW to Watchlist:       View:      Get Complete TROW 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: 488.15    
Smart Investing & Trading Score: 54
Day Percent Change: -0.39%    
Day Change: -1.90
Week Change: 0.13%    
Year-to-date Change: 1.1%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAM Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 3170 Millions
Recent Price: 15.60    
Smart Investing & Trading Score: 37
Day Percent Change: -2.01%    
Day Change: -0.32
Week Change: 0.45%    
Year-to-date Change: 1.0%
BHFAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAM to Watchlist:       View:      Get Complete BHFAM 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 Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 58
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.09%    
Year-to-date Change: 1.0%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of BlackRock Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.847 Millions
Recent Price: 10.02    
Smart Investing & Trading Score: 78
Day Percent Change: -0.60%    
Day Change: -0.06
Week Change: 1.52%    
Year-to-date Change: 1.0%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE 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: 8.04    
Smart Investing & Trading Score: 42
Day Percent Change: -0.86%    
Day Change: -0.07
Week Change: 0.06%    
Year-to-date Change: 1.0%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of RiverNorth Opportunistic Municipal Income Fund, Inc.RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 108.907 Millions
Recent Price: 15.38    
Smart Investing & Trading Score: 18
Day Percent Change: -0.44%    
Day Change: -0.07
Week Change: -0.25%    
Year-to-date Change: 1.0%
RMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMI to Watchlist:       View:      Get Complete RMI Trend Analysis ➞

Stock Chart of Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 16.13    
Smart Investing & Trading Score: 73
Day Percent Change: -0.43%    
Day Change: -0.07
Week Change: -0.55%    
Year-to-date Change: 1.0%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.44    
Smart Investing & Trading Score: 63
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 1.07%    
Year-to-date Change: 1.0%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.97    
Smart Investing & Trading Score: 51
Day Percent Change: -0.83%    
Day Change: -0.30
Week Change: 0.53%    
Year-to-date Change: 1.0%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of The PNC Financial Services Group, Inc.PNC The PNC Financial Services Group, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 41291.5 Millions
Recent Price: 156.30    
Smart Investing & Trading Score: 71
Day Percent Change: -1.11%    
Day Change: -1.76
Week Change: 2.63%    
Year-to-date Change: 0.9%
PNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNC to Watchlist:       View:      Get Complete PNC Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 212.54    
Smart Investing & Trading Score: 63
Day Percent Change: -0.02%    
Day Change: -0.05
Week Change: -0.23%    
Year-to-date Change: 0.9%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

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