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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 24, 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 75 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and hence an improvement of trend.

 Year To Date Performance: 9.39 %
 Weekly Performance: 1.86 %
 Daily Performance: 0.64 %
12Stocks.com
Financial Sector Trend
75 / 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%
GFNew Germany Closed-End Fund - Foreign8.47631.44%-3.09%
GBABGuggenheim Taxable Closed-End Fund - Debt15.69180.06%-3.09%
HIOWestern Asset Closed-End Fund - Debt3.74170.27%-3.11%
NBNNortheast Bank Regional Banks53.46491.23%-3.13%
EQCEquity Commonwealth REIT - Office18.6050-0.05%-3.13%
AFGEAmerican  Insurance18.89321.56%-3.13%
MGFMFS Government Closed-End Fund - Debt3.08170.00%-3.14%
IBTJiShares iBonds Exchange Traded Fund21.10320.26%-3.14%
IVRInvesco Mortgage Mortgage8.58492.51%-3.16%
CSGPCoStar  Property Mgmt84.6251-0.81%-3.17%
AFBAllianceBernstein National Closed-End Fund - Debt10.4925-0.10%-3.23%
AEFAberdeen Emerging Asset Mgmt4.95680.92%-3.23%
ACPAberdeen ome Closed-End Fund - Debt6.58100.15%-3.24%
MHDBlackRock Muni Closed-End Fund - Debt11.52250.35%-3.27%
REFIChicago Atlantic REIT - Mortgage15.66570.19%-3.27%
OFGOFG Bancorp Banks36.25691.54%-3.28%
MBINNMerchants Bancorp Banks - Regional19.72320.00%-3.29%
EOTEaton Vance Closed-End Fund - Debt16.36370.37%-3.31%
PEBPebblebrook Hotel REIT15.45932.45%-3.32%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.53321.05%-3.32%
VGMInvesco Trust Closed-End Fund - Debt9.56440.31%-3.34%
NACNuveen California Closed-End Fund - Debt10.72230.47%-3.34%
HYIWestern Asset Asset Mgmt11.69250.21%-3.35%
PGSSPegasus Digital SPAC10.68321.52%-3.35%
SIXS6 Meridian Exchange Traded Fund45.70541.22%-3.36%
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 9.39% and is currently outperforming the overall market by 3.75% 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: Very Good
Overall Trend Score: 75
YTD Performance: 9.39%
**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 [134%] Gladstone Capital[99%]
Banco Macro[81%] Grupo Financiero[77%] Banco BBVA[73%]
Yiren Digital[61%] Heritage Insurance[56%] Fidelis Insurance[55%]
First [52%] Mercury General[52%] EverQuote [51%]
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
Oportun [35.8%] Cipher Mining[25%] Root [14.4%]
Globe Life[13.5%] Iris Energy[12.7%] Coinbase Global[12%]
Grupo Supervielle[10.6%] Franklin Street[10.1%] KB [9.9%]
Banco BBVA[9.7%] LendingTree [9.6%] Metropolitan Bank[9.3%]
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[-69%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] Fanhua [-47%]
RE/MAX [-47%] AlTi Global[-45%] Upstart [-43%]
.
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
Enova [100] Piedmont Office[100] Equity Bancshares[100]
Cadence Ban[100] CVB [100] Jackson [100]
NBT Bancorp[100] Victory Capital[100] RLI [100]
Hagerty [100] Popular [100] Trustmark [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  41.13750.641.869.39%
IAIBroker-Dealers & Secs 113.10750.191.864.21%
IYFFinancials  93.15750.522.039.06%
IYGFinancial Services  64.88830.792.38.61%
KRERegional Banking  48.73742.082.98-7.06%
IXGGlobal Financials  84.65750.772.167.73%
VFHFinancials  99.82751.542.128.19%
KBEBank  45.64931.042.77-0.83%
FASFinancial Bull 3X 103.56751.945.7525.3%
FAZFinancial Bear 3X 10.5825-1.76-5.54-22.6%
UYGFinancials  64.74751.353.6817.28%
IATRegional Banks  41.89930.822.820.12%
KIEInsurance  49.75650.591.3710.02%
PSCFSmallCap Financials  46.95801.543.25-4.53%
EUFNEurope Financials  22.67882.303.288.16%
PGFFinancial Preferred  14.72441.381.310.96%
 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 The New Germany Fund, Inc.GF The New Germany Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 152.547 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 63
Day Percent Change: 1.44%    
Day Change: 0.12
Week Change: 1.93%    
Year-to-date Change: -3.1%
GF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GF to Watchlist:       View:      Get Complete GF Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.69    
Smart Investing & Trading Score: 18
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: 0.06%    
Year-to-date Change: -3.1%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.74    
Smart Investing & Trading Score: 17
Day Percent Change: 0.27%    
Day Change: 0.01
Week Change: -0.27%    
Year-to-date Change: -3.1%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of Northeast BankNBN Northeast Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 114.199 Millions
Recent Price: 53.46    
Smart Investing & Trading Score: 49
Day Percent Change: 1.23%    
Day Change: 0.65
Week Change: 1.19%    
Year-to-date Change: -3.1%
NBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBN to Watchlist:       View:      Get Complete NBN Trend Analysis ➞

Stock Chart of Equity CommonwealthEQC Equity Commonwealth
Sector: Financials
SubSector: REIT - Office
MarketCap: 3659.36 Millions
Recent Price: 18.60    
Smart Investing & Trading Score: 50
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: -0.43%    
Year-to-date Change: -3.1%
EQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQC to Watchlist:       View:      Get Complete EQC Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFGE American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2239.66 Millions
Recent Price: 18.89    
Smart Investing & Trading Score: 32
Day Percent Change: 1.56%    
Day Change: 0.29
Week Change: 2.5%    
Year-to-date Change: -3.1%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of MFS Government Markets Income TrustMGF MFS Government Markets Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.807 Millions
Recent Price: 3.08    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -3.1%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF 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: 21.10    
Smart Investing & Trading Score: 32
Day Percent Change: 0.26%    
Day Change: 0.05
Week Change: 0.31%    
Year-to-date Change: -3.1%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of Invesco Mortgage Capital Inc.IVR Invesco Mortgage Capital Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1182.19 Millions
Recent Price: 8.58    
Smart Investing & Trading Score: 49
Day Percent Change: 2.51%    
Day Change: 0.21
Week Change: 4%    
Year-to-date Change: -3.2%
IVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVR to Watchlist:       View:      Get Complete IVR Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 84.62    
Smart Investing & Trading Score: 51
Day Percent Change: -0.81%    
Day Change: -0.69
Week Change: 0.43%    
Year-to-date Change: -3.2%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP 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: 10.49    
Smart Investing & Trading Score: 25
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.19%    
Year-to-date Change: -3.2%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB 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: 4.95    
Smart Investing & Trading Score: 68
Day Percent Change: 0.92%    
Day Change: 0.04
Week Change: 1.54%    
Year-to-date Change: -3.2%
AEF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEF to Watchlist:       View:      Get Complete AEF Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.58    
Smart Investing & Trading Score: 10
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: -1.5%    
Year-to-date Change: -3.2%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP 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: 11.52    
Smart Investing & Trading Score: 25
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: 0.09%    
Year-to-date Change: -3.3%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.66    
Smart Investing & Trading Score: 57
Day Percent Change: 0.19%    
Day Change: 0.03
Week Change: 1.1%    
Year-to-date Change: -3.3%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 36.25    
Smart Investing & Trading Score: 69
Day Percent Change: 1.54%    
Day Change: 0.55
Week Change: 4.11%    
Year-to-date Change: -3.3%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 19.72    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.66%    
Year-to-date Change: -3.3%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN 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: 16.36    
Smart Investing & Trading Score: 37
Day Percent Change: 0.37%    
Day Change: 0.06
Week Change: 0.12%    
Year-to-date Change: -3.3%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of Pebblebrook Hotel TrustPEB Pebblebrook Hotel Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1472.84 Millions
Recent Price: 15.45    
Smart Investing & Trading Score: 93
Day Percent Change: 2.45%    
Day Change: 0.37
Week Change: 5.6%    
Year-to-date Change: -3.3%
PEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEB to Watchlist:       View:      Get Complete PEB Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.53    
Smart Investing & Trading Score: 32
Day Percent Change: 1.05%    
Day Change: 0.14
Week Change: 2.81%    
Year-to-date Change: -3.3%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.56    
Smart Investing & Trading Score: 44
Day Percent Change: 0.31%    
Day Change: 0.03
Week Change: 0.74%    
Year-to-date Change: -3.3%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 23
Day Percent Change: 0.47%    
Day Change: 0.05
Week Change: -0.19%    
Year-to-date Change: -3.3%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.69    
Smart Investing & Trading Score: 25
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 0.04%    
Year-to-date Change: -3.4%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Pegasus Digital Mobility Acquisition Corp.PGSS Pegasus Digital Mobility Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 10.68    
Smart Investing & Trading Score: 32
Day Percent Change: 1.52%    
Day Change: 0.16
Week Change: 0.85%    
Year-to-date Change: -3.4%
PGSS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGSS to Watchlist:       View:      Get Complete PGSS Trend Analysis ➞

Stock Chart of 6 Meridian Small Cap Equity ETFSIXS 6 Meridian Small Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.70    
Smart Investing & Trading Score: 54
Day Percent Change: 1.22%    
Day Change: 0.55
Week Change: 2.06%    
Year-to-date Change: -3.4%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

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