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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 trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 5.56 %
 Weekly Performance: -0.92 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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 PriceTrend ScoreChange %YTD Change%
USXFiShares ESG Exchange Traded Fund42.3326-1.21%6.33%
UMARInnovator S&P Exchange Traded Fund31.9213-0.34%1.04%
UFEBInnovator S&P Exchange Traded Fund30.41560.40%3.29%
THYAgility Shares Exchange Traded Fund22.23100.09%-1.59%
TECBiShares U.S. Exchange Traded Fund45.4426-1.37%5.75%
TDSBCabana Target Exchange Traded Fund21.46220.07%-0.99%
TCHPT. Rowe Exchange Traded Fund34.2826-0.78%10.90%
STLGiShares Factors Exchange Traded Fund45.5026-0.83%10.76%
SSUSDay Hagan/Ned Exchange Traded Fund36.7226-0.30%3.00%
SQEWLeaderShares Equity Exchange Traded Fund30.7413-1.05%-1.63%
SPUSSP Funds Exchange Traded Fund36.4126-0.74%6.40%
SPSKSP Funds Exchange Traded Fund17.68321.09%-1.28%
SIXS6 Meridian Exchange Traded Fund44.340-0.40%-6.24%
SIXL6 Meridian Exchange Traded Fund33.0336-0.39%-0.24%
SIXH6 Meridian Exchange Traded Fund34.9846-0.12%5.04%
SIXA6 Meridian Exchange Traded Fund39.6549-0.20%7.98%
SGOViShares 0 Exchange Traded Fund100.53520.03%0.25%
RPARRPAR Risk Exchange Traded Fund18.59170.16%-2.82%
ROROATAC US Exchange Traded Fund17.20300.88%-2.77%
RAFEPIMCO RAFI Exchange Traded Fund33.3236-0.36%2.59%
QYLGGlobal X Exchange Traded Fund29.7613-1.06%3.23%
QQQNVictoryShares Nasdaq Exchange Traded Fund27.8941-0.09%2.84%
QQQMInvesco NASDAQ Exchange Traded Fund175.2726-1.18%4.10%
QQQJInvesco NASDAQ Exchange Traded Fund27.0626-0.77%-0.26%
PMAYInnovator S&P Exchange Traded Fund32.51530.00%3.37%
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 5.56% and is currently outperforming the overall market by 1.15% 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: 36
YTD Performance: 5.56%
**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 [413%] Hippo [123%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[60%] EverQuote [54%]
First [51%] Yiren Digital[51%] Fidelis Insurance[48%]
Banco BBVA[48%] Heritage Insurance[42%] Vista Oil[40%]
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[42.8%] Medical Properties[19.6%] ESSA Bancorp[8.2%]
Globe Life[7%] AdvisorShares Pure[6.7%] New York[4.6%]
Morgan Stanley[4.5%] Bancorp [4.3%] GoHealth [4%]
Victory Capital[4%] Goldman Sachs[3.7%] Charles Schwab[3.5%]
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%] Fathom [-54%] FRP [-53%]
Hywin [-51%] C&F [-50%] eHealth [-50%]
AlTi Global[-50%] Globe Life[-48%] Fanhua [-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] BlackRock MuniYield[100] Western Asset[100]
Stellus Capital[100] Kernel [100] Victory Capital[95]
Macatawa Bank[93] TCG BDC[90] Sprott Physical[90]
Sprott Physical[90] Thunder Bridge[88] Charles Schwab[88]
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  39.69360.25-0.925.56%
IAIBroker-Dealers & Secs 110.35560.50-0.431.68%
IYFFinancials  89.49410.21-1.174.78%
IYGFinancial Services  62.48410.40-1.154.59%
KRERegional Banking  45.83270.31-1.48-12.59%
IXGGlobal Financials  81.96360.71-0.854.3%
VFHFinancials  96.03480.21-1.184.09%
KBEBank  43.10220.12-1.58-6.35%
FASFinancial Bull 3X 93.21360.58-3.1312.78%
FAZFinancial Bear 3X 11.7659-0.593.07-13.97%
UYGFinancials  60.33360.45-1.859.29%
IATRegional Banks  39.63100.03-2-5.28%
KIEInsurance  47.7223-0.73-1.245.53%
PSCFSmallCap Financials  44.86220.63-1.21-8.78%
EUFNEurope Financials  21.81561.18-0.374.06%
PGFFinancial Preferred  14.49170.07-1.29-0.62%
 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 iShares ESG Advanced MSCI USA ETFUSXF iShares ESG Advanced MSCI USA ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.33    
Smart Investing & Trading Score: 26
Day Percent Change: -1.21%    
Day Change: -0.52
Week Change: -2.33%    
Year-to-date Change: 6.3%
USXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USXF to Watchlist:       View:      Get Complete USXF 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: 31.92    
Smart Investing & Trading Score: 13
Day Percent Change: -0.34%    
Day Change: -0.11
Week Change: -1.08%    
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 Innovator S&P 500 Ultra Buffer ETF   FebruaryUFEB Innovator S&P 500 Ultra Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.41    
Smart Investing & Trading Score: 56
Day Percent Change: 0.40%    
Day Change: 0.12
Week Change: -0.28%    
Year-to-date Change: 3.3%
UFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFEB to Watchlist:       View:      Get Complete UFEB 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: 22.23    
Smart Investing & Trading Score: 10
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: -1.6%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.44    
Smart Investing & Trading Score: 26
Day Percent Change: -1.37%    
Day Change: -0.63
Week Change: -2.82%    
Year-to-date Change: 5.8%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 7 ETFTDSB Cabana Target Drawdown 7 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.46    
Smart Investing & Trading Score: 22
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: -0.99%    
Year-to-date Change: -1.0%
TDSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSB to Watchlist:       View:      Get Complete TDSB Trend Analysis ➞

Stock Chart of T. Rowe Price Blue Chip Growth ETFTCHP T. Rowe Price Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.28    
Smart Investing & Trading Score: 26
Day Percent Change: -0.78%    
Day Change: -0.27
Week Change: -2.22%    
Year-to-date Change: 10.9%
TCHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCHP to Watchlist:       View:      Get Complete TCHP Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.50    
Smart Investing & Trading Score: 26
Day Percent Change: -0.83%    
Day Change: -0.38
Week Change: -2.76%    
Year-to-date Change: 10.8%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of Day Hagan/Ned Davis Research Smart Sector ETFSSUS Day Hagan/Ned Davis Research Smart Sector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.72    
Smart Investing & Trading Score: 26
Day Percent Change: -0.30%    
Day Change: -0.11
Week Change: -1.55%    
Year-to-date Change: 3.0%
SSUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSUS to Watchlist:       View:      Get Complete SSUS Trend Analysis ➞

Stock Chart of LeaderShares Equity Skew ETFSQEW LeaderShares Equity Skew ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.74    
Smart Investing & Trading Score: 13
Day Percent Change: -1.05%    
Day Change: -0.33
Week Change: -2.15%    
Year-to-date Change: -1.6%
SQEW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SQEW to Watchlist:       View:      Get Complete SQEW Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.41    
Smart Investing & Trading Score: 26
Day Percent Change: -0.74%    
Day Change: -0.27
Week Change: -2.49%    
Year-to-date Change: 6.4%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of SP Funds Dow Jones Global Sukuk ETFSPSK SP Funds Dow Jones Global Sukuk ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.68    
Smart Investing & Trading Score: 32
Day Percent Change: 1.09%    
Day Change: 0.19
Week Change: -0.11%    
Year-to-date Change: -1.3%
SPSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPSK to Watchlist:       View:      Get Complete SPSK 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: 44.34    
Smart Investing & Trading Score: 0
Day Percent Change: -0.40%    
Day Change: -0.18
Week Change: -1.2%    
Year-to-date Change: -6.2%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of 6 Meridian Low Beta Equity Strategy ETFSIXL 6 Meridian Low Beta Equity Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.03    
Smart Investing & Trading Score: 36
Day Percent Change: -0.39%    
Day Change: -0.13
Week Change: -0.6%    
Year-to-date Change: -0.2%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of 6 Meridian Hedged Equity Index Option Strategy ETFSIXH 6 Meridian Hedged Equity Index Option Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.98    
Smart Investing & Trading Score: 46
Day Percent Change: -0.12%    
Day Change: -0.04
Week Change: -0.4%    
Year-to-date Change: 5.0%
SIXH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXH to Watchlist:       View:      Get Complete SIXH Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.65    
Smart Investing & Trading Score: 49
Day Percent Change: -0.20%    
Day Change: -0.08
Week Change: -0.63%    
Year-to-date Change: 8.0%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of iShares 0 3 Month Treasury Bond ETFSGOV iShares 0 3 Month Treasury Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 100.53    
Smart Investing & Trading Score: 52
Day Percent Change: 0.03%    
Day Change: 0.03
Week Change: 0.05%    
Year-to-date Change: 0.3%
SGOV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SGOV to Watchlist:       View:      Get Complete SGOV Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.59    
Smart Investing & Trading Score: 17
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: -1.49%    
Year-to-date Change: -2.8%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.20    
Smart Investing & Trading Score: 30
Day Percent Change: 0.88%    
Day Change: 0.15
Week Change: -1.55%    
Year-to-date Change: -2.8%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.32    
Smart Investing & Trading Score: 36
Day Percent Change: -0.36%    
Day Change: -0.12
Week Change: -1.2%    
Year-to-date Change: 2.6%
RAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RAFE to Watchlist:       View:      Get Complete RAFE Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.76    
Smart Investing & Trading Score: 13
Day Percent Change: -1.06%    
Day Change: -0.32
Week Change: -2.11%    
Year-to-date Change: 3.2%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of VictoryShares Nasdaq Next 50 ETFQQQN VictoryShares Nasdaq Next 50 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.89    
Smart Investing & Trading Score: 41
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: -1.24%    
Year-to-date Change: 2.8%
QQQN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQN to Watchlist:       View:      Get Complete QQQN Trend Analysis ➞

Stock Chart of Invesco NASDAQ 100 ETFQQQM Invesco NASDAQ 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 175.27    
Smart Investing & Trading Score: 26
Day Percent Change: -1.18%    
Day Change: -2.10
Week Change: -2.81%    
Year-to-date Change: 4.1%
QQQM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQM to Watchlist:       View:      Get Complete QQQM Trend Analysis ➞

Stock Chart of Invesco NASDAQ Next Gen 100 ETFQQQJ Invesco NASDAQ Next Gen 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.06    
Smart Investing & Trading Score: 26
Day Percent Change: -0.77%    
Day Change: -0.21
Week Change: -2.28%    
Year-to-date Change: -0.3%
QQQJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQJ to Watchlist:       View:      Get Complete QQQJ Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.51    
Smart Investing & Trading Score: 53
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.12%    
Year-to-date Change: 3.4%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

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