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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%
CMCanadian Imperial Banks47.4054-0.29%-1.54%
DSLDoubleLine ome Closed-End Fund - Debt12.0510-0.74%-1.55%
FTFranklin Universal Closed-End Fund - Debt6.5452-0.61%-1.65%
AVALGrupo Aval Foreign Banks2.3945-0.42%-1.65%
BTTBlackrock Municipal Closed-End Fund - Debt20.4530-0.78%-1.68%
CXEMFS High Closed-End Fund - Debt3.4918-0.29%-1.69%
NNYNuveen New Closed-End Fund - Debt8.140-0.25%-1.69%
PCKPIMCO California Closed-End Fund - Debt5.7050-0.35%-1.72%
NUVNuveen Municipal Closed-End Fund - Debt8.4518-0.59%-1.74%
MMTMFS Multimarket Closed-End Fund - Debt4.4718-0.62%-1.76%
WEAWestern Asset Closed-End Fund - Debt10.6150-1.03%-1.76%
CADECadence Ban Regional Banks29.0675-1.06%-1.79%
HEQJohn Hancock Closed-End Fund - Equity9.8748-0.65%-1.79%
KJULInnovator Russell Exchange Traded Fund26.7351-1.11%-1.84%
UTGReaves Utility Closed-End Fund - Equity26.2427-0.30%-1.87%
IFNIndia Fund Asset Mgmt17.9425-1.86%-1.91%
TRCTejon Ranch Property Mgmt16.8793-0.18%-1.92%
SIFISI  S&L42.5920-0.25%-1.93%
MFMMFS Municipal Closed-End Fund - Debt5.0710-0.39%-1.93%
QQQXNuveen Nasdaq Closed-End Fund - Equity22.7023-0.70%-1.94%
GOODOGladstone Commercial REIT - 18.960-0.16%-1.96%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.2037-0.67%-1.97%
EADWells Fargo Asset Mgmt6.3942-0.93%-1.99%
THYAgility Shares Exchange Traded Fund22.13300.18%-2.04%
BFINBank  S&L10.0532-1.08%-2.05%
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 Canadian Imperial Bank of CommerceCM Canadian Imperial Bank of Commerce
Sector: Financials
SubSector: Money Center Banks
MarketCap: 27150.5 Millions
Recent Price: 47.40    
Smart Investing & Trading Score: 54
Day Percent Change: -0.29%    
Day Change: -0.14
Week Change: -0.36%    
Year-to-date Change: -1.5%
CM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CM to Watchlist:       View:      Get Complete CM Trend Analysis ➞

Stock Chart of DoubleLine Income Solutions FundDSL DoubleLine Income Solutions Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1313.37 Millions
Recent Price: 12.05    
Smart Investing & Trading Score: 10
Day Percent Change: -0.74%    
Day Change: -0.09
Week Change: -0.5%    
Year-to-date Change: -1.6%
DSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSL to Watchlist:       View:      Get Complete DSL Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.54    
Smart Investing & Trading Score: 52
Day Percent Change: -0.61%    
Day Change: -0.04
Week Change: 1.08%    
Year-to-date Change: -1.7%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.39    
Smart Investing & Trading Score: 45
Day Percent Change: -0.42%    
Day Change: -0.01
Week Change: 0.42%    
Year-to-date Change: -1.7%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of Blackrock Municipal 2030 Target Term TrustBTT Blackrock Municipal 2030 Target Term Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1438.37 Millions
Recent Price: 20.45    
Smart Investing & Trading Score: 30
Day Percent Change: -0.78%    
Day Change: -0.16
Week Change: 0.2%    
Year-to-date Change: -1.7%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.49    
Smart Investing & Trading Score: 18
Day Percent Change: -0.29%    
Day Change: -0.01
Week Change: 0.29%    
Year-to-date Change: -1.7%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.14    
Smart Investing & Trading Score: 0
Day Percent Change: -0.25%    
Day Change: -0.02
Week Change: -0.61%    
Year-to-date Change: -1.7%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.70    
Smart Investing & Trading Score: 50
Day Percent Change: -0.35%    
Day Change: -0.02
Week Change: 0.35%    
Year-to-date Change: -1.7%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.45    
Smart Investing & Trading Score: 18
Day Percent Change: -0.59%    
Day Change: -0.05
Week Change: -0.71%    
Year-to-date Change: -1.7%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.47    
Smart Investing & Trading Score: 18
Day Percent Change: -0.62%    
Day Change: -0.03
Week Change: -0.45%    
Year-to-date Change: -1.8%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.61    
Smart Investing & Trading Score: 50
Day Percent Change: -1.03%    
Day Change: -0.11
Week Change: 0.28%    
Year-to-date Change: -1.8%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of Cadence BancorporationCADE Cadence Bancorporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 756.335 Millions
Recent Price: 29.06    
Smart Investing & Trading Score: 75
Day Percent Change: -1.06%    
Day Change: -0.31
Week Change: 6.96%    
Year-to-date Change: -1.8%
CADE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CADE to Watchlist:       View:      Get Complete CADE Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 9.87    
Smart Investing & Trading Score: 48
Day Percent Change: -0.65%    
Day Change: -0.07
Week Change: 2.17%    
Year-to-date Change: -1.8%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 26.73    
Smart Investing & Trading Score: 51
Day Percent Change: -1.11%    
Day Change: -0.30
Week Change: 0.51%    
Year-to-date Change: -1.8%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 26.24    
Smart Investing & Trading Score: 27
Day Percent Change: -0.30%    
Day Change: -0.08
Week Change: 1.39%    
Year-to-date Change: -1.9%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of The India Fund, Inc.IFN The India Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 344.303 Millions
Recent Price: 17.94    
Smart Investing & Trading Score: 25
Day Percent Change: -1.86%    
Day Change: -0.34
Week Change: 1.7%    
Year-to-date Change: -1.9%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of Tejon Ranch Co.TRC Tejon Ranch Co.
Sector: Financials
SubSector: Property Management
MarketCap: 346.442 Millions
Recent Price: 16.87    
Smart Investing & Trading Score: 93
Day Percent Change: -0.18%    
Day Change: -0.03
Week Change: 3.62%    
Year-to-date Change: -1.9%
TRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRC to Watchlist:       View:      Get Complete TRC Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.59    
Smart Investing & Trading Score: 20
Day Percent Change: -0.25%    
Day Change: -0.11
Week Change: 0.25%    
Year-to-date Change: -1.9%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of MFS Municipal Income TrustMFM MFS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 228.107 Millions
Recent Price: 5.07    
Smart Investing & Trading Score: 10
Day Percent Change: -0.39%    
Day Change: -0.02
Week Change: -0.78%    
Year-to-date Change: -1.9%
MFM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFM to Watchlist:       View:      Get Complete MFM Trend Analysis ➞

Stock Chart of Nuveen Nasdaq 100 Dynamic Overwrite FundQQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 643.347 Millions
Recent Price: 22.70    
Smart Investing & Trading Score: 23
Day Percent Change: -0.70%    
Day Change: -0.16
Week Change: 1.48%    
Year-to-date Change: -1.9%
QQQX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQX to Watchlist:       View:      Get Complete QQQX Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODO Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 538 Millions
Recent Price: 18.96    
Smart Investing & Trading Score: 0
Day Percent Change: -0.16%    
Day Change: -0.03
Week Change: -2.42%    
Year-to-date Change: -2.0%
GOODO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODO to Watchlist:       View:      Get Complete GOODO Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 37
Day Percent Change: -0.67%    
Day Change: -0.05
Week Change: 0.31%    
Year-to-date Change: -2.0%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Income Opportunities FundEAD Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 332.403 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 42
Day Percent Change: -0.93%    
Day Change: -0.06
Week Change: 1.11%    
Year-to-date Change: -2.0%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD Trend Analysis ➞

Stock Chart of Agility Shares Dynamic Tactical Income ETFTHY Agility Shares Dynamic Tactical Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.13    
Smart Investing & Trading Score: 30
Day Percent Change: 0.18%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -2.0%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of BankFinancial CorporationBFIN BankFinancial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 142.03 Millions
Recent Price: 10.05    
Smart Investing & Trading Score: 32
Day Percent Change: -1.08%    
Day Change: -0.11
Week Change: 0.5%    
Year-to-date Change: -2.1%
BFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFIN to Watchlist:       View:      Get Complete BFIN Trend Analysis ➞

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