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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 23, 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 70 (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 63 and hence an improvement of trend.

 Year To Date Performance: 8.7 %
 Weekly Performance: 1.21 %
 Daily Performance: 1.21 %
12Stocks.com
Financial Sector Trend
70 / 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%
NYMTNew York Mortgage7.06491.44%-17.23%
AXAxos  S&L51.51692.41%-5.66%
BDJBlackRock Enhanced Closed-End Fund - Equity8.00751.52%4.03%
KRGKite Realty REIT - Retail21.35872.20%-6.61%
JOESt. Joe Real Estatet56.07682.17%-6.83%
BTZBlackRock Credit Closed-End Fund - Debt10.10100.00%-2.13%
EVVEaton Vance Asset Mgmt9.42250.53%-1.67%
RLJRLJ Lodging REIT11.28322.17%-3.75%
NRKNuveen New  Investments10.64500.19%1.04%
MMIMarcus & Millichap Real Estatet31.60421.87%-27.66%
TYTri-Continental  Closed-End Fund - Equity29.57581.02%2.57%
IYYiShares Dow Exchange Traded Fund121.97510.93%4.67%
ILPTIndustrial Logistics REIT - Industrial3.6415-0.55%-22.55%
IRTIndependence Realty REIT15.83831.34%3.46%
EVTEaton Vance Closed-End Fund - Equity22.42460.45%0.76%
JRVRJames River Insurance9.2874-0.64%0.43%
PPBIPacific Premier Regional Banks22.1359-0.63%-23.98%
SBSISouthside Bancshares Regional Banks28.1574-0.11%-10.12%
GABGabelli Equity Closed-End Fund - Equity5.29681.54%4.13%
DRHDiamondRock Hospitality REIT8.95321.36%-4.69%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.43250.27%1.94%
SCRMUScreaming Eagle SPAC10.83380.00%0.93%
QFIN360 Finance Credit Services18.29681.61%15.61%
CVIIChurchill Capital SPAC10.71650.00%2.00%
BXMXNuveen S&P Closed-End Fund - Equity12.56250.72%-2.10%
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 8.7% and is currently outperforming the overall market by 4.31% 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: 70
YTD Performance: 8.7%
**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 [420%] Hippo [126%] Gladstone Capital[98%]
Banco Macro[86%] Grupo Financiero[80%] Banco BBVA[72%]
Yiren Digital[59%] Grupo Supervielle[53%] EverQuote [51%]
First [51%] Fidelis Insurance[51%] Mercury General[48%]
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
Cipher Mining[18.8%] Grupo Supervielle[12.7%] Iris Energy[11.3%]
Banco BBVA[9.5%] Grupo Financiero[9%] Hywin [8.9%]
Metropolitan Bank[8.3%] KB [7.9%] B. Riley[7.8%]
Fangdd Network[7.7%] Office Properties[7.1%] Coinbase Global[7.1%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] Fanhua [-47%]
RE/MAX [-47%] AlTi Global[-46%] Upstart [-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
Grupo Financiero[100] IRSA Inversiones[100] Park National[100]
Perella Weinberg[100] Voya Global[100] Goldman Sachs[100]
Mercury General[100] Third Coast[100] Capital One[100]
Victory Capital[100] HSBC [100] Bank of N.T. Butterfield & Son[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  40.87701.211.218.7%
IAIBroker-Dealers & Secs 112.88751.671.674.01%
IYFFinancials  92.67751.501.58.5%
IYGFinancial Services  64.37751.501.57.76%
KRERegional Banking  47.73590.880.88-8.95%
IXGGlobal Financials  84.00701.381.386.91%
VFHFinancials  98.31630.570.576.56%
KBEBank  45.17931.711.71-1.85%
FASFinancial Bull 3X 101.59753.743.7422.92%
FAZFinancial Bear 3X 10.7725-3.84-3.84-21.21%
UYGFinancials  63.88702.312.3115.72%
IATRegional Banks  41.55931.991.99-0.69%
KIEInsurance  49.46650.770.779.38%
PSCFSmallCap Financials  46.24591.691.69-5.98%
EUFNEurope Financials  22.16700.960.965.73%
PGFFinancial Preferred  14.5218-0.07-0.07-0.41%
 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 New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 7.06    
Smart Investing & Trading Score: 49
Day Percent Change: 1.44%    
Day Change: 0.10
Week Change: 1.44%    
Year-to-date Change: -17.2%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of Axos Financial, Inc.AX Axos Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1037.3 Millions
Recent Price: 51.51    
Smart Investing & Trading Score: 69
Day Percent Change: 2.41%    
Day Change: 1.21
Week Change: 2.41%    
Year-to-date Change: -5.7%
AX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AX to Watchlist:       View:      Get Complete AX Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.00    
Smart Investing & Trading Score: 75
Day Percent Change: 1.52%    
Day Change: 0.12
Week Change: 1.52%    
Year-to-date Change: 4.0%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.35    
Smart Investing & Trading Score: 87
Day Percent Change: 2.20%    
Day Change: 0.46
Week Change: 2.2%    
Year-to-date Change: -6.6%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 56.07    
Smart Investing & Trading Score: 68
Day Percent Change: 2.17%    
Day Change: 1.19
Week Change: 2.17%    
Year-to-date Change: -6.8%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of BlackRock Credit Allocation Income TrustBTZ BlackRock Credit Allocation Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1023.07 Millions
Recent Price: 10.10    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.1%
BTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTZ to Watchlist:       View:      Get Complete BTZ Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.42    
Smart Investing & Trading Score: 25
Day Percent Change: 0.53%    
Day Change: 0.05
Week Change: 0.53%    
Year-to-date Change: -1.7%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of RLJ Lodging TrustRLJ RLJ Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1019.34 Millions
Recent Price: 11.28    
Smart Investing & Trading Score: 32
Day Percent Change: 2.17%    
Day Change: 0.24
Week Change: 2.17%    
Year-to-date Change: -3.8%
RLJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLJ to Watchlist:       View:      Get Complete RLJ Trend Analysis ➞

Stock Chart of Nuveen New York AMT-Free Quality Municipal Income FundNRK Nuveen New York AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1006.7 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 50
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.19%    
Year-to-date Change: 1.0%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 31.60    
Smart Investing & Trading Score: 42
Day Percent Change: 1.87%    
Day Change: 0.58
Week Change: 1.87%    
Year-to-date Change: -27.7%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 29.57    
Smart Investing & Trading Score: 58
Day Percent Change: 1.02%    
Day Change: 0.30
Week Change: 1.02%    
Year-to-date Change: 2.6%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of iShares Dow Jones U.S. ETFIYY iShares Dow Jones U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 994.051 Millions
Recent Price: 121.97    
Smart Investing & Trading Score: 51
Day Percent Change: 0.93%    
Day Change: 1.12
Week Change: 0.93%    
Year-to-date Change: 4.7%
IYY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IYY to Watchlist:       View:      Get Complete IYY Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 988.549 Millions
Recent Price: 3.64    
Smart Investing & Trading Score: 15
Day Percent Change: -0.55%    
Day Change: -0.02
Week Change: -0.55%    
Year-to-date Change: -22.6%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of Independence Realty Trust, Inc.IRT Independence Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 980.161 Millions
Recent Price: 15.83    
Smart Investing & Trading Score: 83
Day Percent Change: 1.34%    
Day Change: 0.21
Week Change: 1.34%    
Year-to-date Change: 3.5%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.42    
Smart Investing & Trading Score: 46
Day Percent Change: 0.45%    
Day Change: 0.10
Week Change: 0.45%    
Year-to-date Change: 0.8%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of James River Group Holdings, Ltd.JRVR James River Group Holdings, Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 978.312 Millions
Recent Price: 9.28    
Smart Investing & Trading Score: 74
Day Percent Change: -0.64%    
Day Change: -0.06
Week Change: -0.64%    
Year-to-date Change: 0.4%
JRVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRVR to Watchlist:       View:      Get Complete JRVR Trend Analysis ➞

Stock Chart of Pacific Premier Bancorp, Inc.PPBI Pacific Premier Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 978.029 Millions
Recent Price: 22.13    
Smart Investing & Trading Score: 59
Day Percent Change: -0.63%    
Day Change: -0.14
Week Change: -0.63%    
Year-to-date Change: -24.0%
PPBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPBI to Watchlist:       View:      Get Complete PPBI Trend Analysis ➞

Stock Chart of Southside Bancshares, Inc.SBSI Southside Bancshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 971.259 Millions
Recent Price: 28.15    
Smart Investing & Trading Score: 74
Day Percent Change: -0.11%    
Day Change: -0.03
Week Change: -0.11%    
Year-to-date Change: -10.1%
SBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBSI to Watchlist:       View:      Get Complete SBSI Trend Analysis ➞

Stock Chart of The Gabelli Equity Trust Inc.GAB The Gabelli Equity Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 969.147 Millions
Recent Price: 5.29    
Smart Investing & Trading Score: 68
Day Percent Change: 1.54%    
Day Change: 0.08
Week Change: 1.54%    
Year-to-date Change: 4.1%
GAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAB to Watchlist:       View:      Get Complete GAB Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 8.95    
Smart Investing & Trading Score: 32
Day Percent Change: 1.36%    
Day Change: 0.12
Week Change: 1.36%    
Year-to-date Change: -4.7%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.43    
Smart Investing & Trading Score: 25
Day Percent Change: 0.27%    
Day Change: 0.05
Week Change: 0.27%    
Year-to-date Change: 1.9%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Screaming Eagle Acquisition Corp.SCRMU Screaming Eagle Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 961 Millions
Recent Price: 10.83    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.9%
SCRMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCRMU to Watchlist:       View:      Get Complete SCRMU Trend Analysis ➞

Stock Chart of 360 Finance, Inc.QFIN 360 Finance, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 956.208 Millions
Recent Price: 18.29    
Smart Investing & Trading Score: 68
Day Percent Change: 1.61%    
Day Change: 0.29
Week Change: 1.61%    
Year-to-date Change: 15.6%
QFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QFIN to Watchlist:       View:      Get Complete QFIN Trend Analysis ➞

Stock Chart of Churchill Capital Corp VIICVII Churchill Capital Corp VII
Sector: Financials
SubSector: SPAC
MarketCap: 954 Millions
Recent Price: 10.71    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.0%
CVII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVII to Watchlist:       View:      Get Complete CVII Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Buy-Write Income FundBXMX Nuveen S&P 500 Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 946.147 Millions
Recent Price: 12.56    
Smart Investing & Trading Score: 25
Day Percent Change: 0.72%    
Day Change: 0.09
Week Change: 0.72%    
Year-to-date Change: -2.1%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

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