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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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%
HEQJohn Hancock Closed-End Fund - Equity9.7120-0.21%-3.38%
ORCOrchid Island Mortgage8.1461-0.25%-3.44%
FINVFinVolution  Credit Services4.73171.07%-3.47%
AFBAllianceBernstein National Closed-End Fund - Debt10.4618-0.29%-3.51%
IBTJiShares iBonds Exchange Traded Fund21.0218-0.24%-3.51%
NTRSNorthern Trust Asset Mgmt81.41460.22%-3.52%
CTOConsolidated-Tomoka Land Real Estatet16.72530.66%-3.52%
NCANuveen California Closed-End Fund - Debt8.6418-0.29%-3.52%
MHDBlackRock Muni Closed-End Fund - Debt11.4910-0.35%-3.53%
VMOInvesco Municipal Closed-End Fund - Debt9.2718-0.54%-3.54%
EOTEaton Vance Closed-End Fund - Debt16.3218-0.24%-3.55%
TSLXTPG Specialty Mortgage20.83350.53%-3.56%
OZKAPBank OZK Banks - Regional16.1913-1.34%-3.57%
DBLDoubleLine Opportunistic Closed-End Fund - Debt14.80321.02%-3.58%
CSGPCoStar  Property Mgmt84.1826-1.50%-3.67%
ITICInvestors Title Insurance156.125-0.38%-3.71%
MINMFS Intermediate Closed-End Fund - Debt2.58170.39%-3.73%
BFZBlackRock California Closed-End Fund - Debt11.58250.25%-3.74%
CHYCalamos Convertible Closed-End Fund - Debt11.04250.18%-3.75%
IFNIndia Fund Asset Mgmt17.6000.28%-3.77%
ALXAlexander s REIT - Retail205.465-1.19%-3.80%
UTGReaves Utility Closed-End Fund - Equity25.7028-0.50%-3.89%
PMOPutnam Municipal Closed-End Fund - Debt9.8318-0.10%-3.91%
EQCEquity Commonwealth REIT - Office18.4510-0.43%-3.91%
AEFAberdeen Emerging Asset Mgmt4.91430.41%-3.91%
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 5.93% and is currently outperforming the overall market by 1.74% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] 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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-47%]
.
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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 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: 9.71    
Smart Investing & Trading Score: 20
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: -2.22%    
Year-to-date Change: -3.4%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 8.14    
Smart Investing & Trading Score: 61
Day Percent Change: -0.25%    
Day Change: -0.02
Week Change: -2.98%    
Year-to-date Change: -3.4%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 4.73    
Smart Investing & Trading Score: 17
Day Percent Change: 1.07%    
Day Change: 0.05
Week Change: -5.4%    
Year-to-date Change: -3.5%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.46    
Smart Investing & Trading Score: 18
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: -0.76%    
Year-to-date Change: -3.5%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2029 Term Treasury ETFIBTJ iShares iBonds Dec 2029 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.02    
Smart Investing & Trading Score: 18
Day Percent Change: -0.24%    
Day Change: -0.05
Week Change: -0.52%    
Year-to-date Change: -3.5%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of Northern Trust CorporationNTRS Northern Trust Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 15316.8 Millions
Recent Price: 81.41    
Smart Investing & Trading Score: 46
Day Percent Change: 0.22%    
Day Change: 0.18
Week Change: -2.89%    
Year-to-date Change: -3.5%
NTRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTRS to Watchlist:       View:      Get Complete NTRS Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 16.72    
Smart Investing & Trading Score: 53
Day Percent Change: 0.66%    
Day Change: 0.11
Week Change: -1.12%    
Year-to-date Change: -3.5%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.64    
Smart Investing & Trading Score: 18
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: -1.65%    
Year-to-date Change: -3.5%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Fund, Inc.MHD BlackRock MuniHoldings Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 190.907 Millions
Recent Price: 11.49    
Smart Investing & Trading Score: 10
Day Percent Change: -0.35%    
Day Change: -0.04
Week Change: -0.86%    
Year-to-date Change: -3.5%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.27    
Smart Investing & Trading Score: 18
Day Percent Change: -0.54%    
Day Change: -0.05
Week Change: -1.8%    
Year-to-date Change: -3.5%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 264.607 Millions
Recent Price: 16.32    
Smart Investing & Trading Score: 18
Day Percent Change: -0.24%    
Day Change: -0.04
Week Change: -0.49%    
Year-to-date Change: -3.6%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 20.83    
Smart Investing & Trading Score: 35
Day Percent Change: 0.53%    
Day Change: 0.11
Week Change: 0.39%    
Year-to-date Change: -3.6%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX Trend Analysis ➞

Stock Chart of Bank OZKOZKAP Bank OZK
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5170 Millions
Recent Price: 16.19    
Smart Investing & Trading Score: 13
Day Percent Change: -1.34%    
Day Change: -0.22
Week Change: -3.05%    
Year-to-date Change: -3.6%
OZKAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZKAP to Watchlist:       View:      Get Complete OZKAP Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 14.80    
Smart Investing & Trading Score: 32
Day Percent Change: 1.02%    
Day Change: 0.15
Week Change: 0.27%    
Year-to-date Change: -3.6%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 84.18    
Smart Investing & Trading Score: 26
Day Percent Change: -1.50%    
Day Change: -1.28
Week Change: -6.82%    
Year-to-date Change: -3.7%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP Trend Analysis ➞

Stock Chart of Investors Title CompanyITIC Investors Title Company
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 219.518 Millions
Recent Price: 156.12    
Smart Investing & Trading Score: 5
Day Percent Change: -0.38%    
Day Change: -0.60
Week Change: -0.27%    
Year-to-date Change: -3.7%
ITIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ITIC to Watchlist:       View:      Get Complete ITIC Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.58    
Smart Investing & Trading Score: 17
Day Percent Change: 0.39%    
Day Change: 0.01
Week Change: -1.9%    
Year-to-date Change: -3.7%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: 0.17%    
Year-to-date Change: -3.7%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 25
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: -0.54%    
Year-to-date Change: -3.8%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY 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: 17.60    
Smart Investing & Trading Score: 0
Day Percent Change: 0.28%    
Day Change: 0.05
Week Change: -9.28%    
Year-to-date Change: -3.8%
IFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IFN to Watchlist:       View:      Get Complete IFN Trend Analysis ➞

Stock Chart of Alexander s, Inc.ALX Alexander s, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1251.54 Millions
Recent Price: 205.46    
Smart Investing & Trading Score: 5
Day Percent Change: -1.19%    
Day Change: -2.47
Week Change: -5.16%    
Year-to-date Change: -3.8%
ALX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALX to Watchlist:       View:      Get Complete ALX 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: 25.70    
Smart Investing & Trading Score: 28
Day Percent Change: -0.50%    
Day Change: -0.13
Week Change: -1.46%    
Year-to-date Change: -3.9%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.83    
Smart Investing & Trading Score: 18
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: -0.3%    
Year-to-date Change: -3.9%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO Trend Analysis ➞

Stock Chart of Equity CommonwealthEQC Equity Commonwealth
Sector: Financials
SubSector: REIT - Office
MarketCap: 3659.36 Millions
Recent Price: 18.45    
Smart Investing & Trading Score: 10
Day Percent Change: -0.43%    
Day Change: -0.08
Week Change: -0.43%    
Year-to-date Change: -3.9%
EQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQC to Watchlist:       View:      Get Complete EQC Trend Analysis ➞

Stock Chart of Aberdeen Emerging Markets Equity Income Fund, Inc.AEF Aberdeen Emerging Markets Equity Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 245.803 Millions
Recent Price: 4.91    
Smart Investing & Trading Score: 43
Day Percent Change: 0.41%    
Day Change: 0.02
Week Change: -1.11%    
Year-to-date Change: -3.9%
AEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEF to Watchlist:       View:      Get Complete AEF Trend Analysis ➞

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