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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 25, 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
BCSABlockchain Coinvestors SPAC11.15650.182.58%
VMCAValuence Merger SPAC11.42360.182.51%
SCRMUScreaming Eagle SPAC10.85200.181.12%
TDSCCabana Target Exchange Traded Fund23.55680.171.03%
FJUNFT Cboe Exchange Traded Fund46.47580.175.59%
IBOC Bancshares Regional - Southwest Banks56.261000.163.57%
EFREaton Vance Closed-End Fund - Debt13.10150.163.48%
CHWCalamos Global Closed-End Fund - Equity6.35610.1610.05%
NMFCNew Mountain Asset Mgmt12.72670.160.00%
PDIPIMCO Dynamic Closed-End Fund - Debt18.86220.165.07%
JPINuveen Preferred Closed-End Fund - Debt18.93490.163.56%
FMAYFT Cboe Exchange Traded Fund43.32780.164.87%
RNPCohen & Steers REIT and Preferred ome Fund Closed-End Fund - Debt20.02420.15-0.69%
FSKFS KKR Asset Mgmt19.45540.15-2.60%
NREFNexPoint Real REIT 13.15170.15-16.43%
MSTBLHA Market Exchange Traded Fund30.37630.155.40%
NTRSNorthern Trust Asset Mgmt84.30680.14-0.09%
KRGKite Realty REIT - Retail21.721000.14-4.99%
MCBCMacatawa Bank Regional Banks14.30760.1426.77%
CXEMFS High Closed-End Fund - Debt3.50180.14-1.41%
MUABlackRock MuniAssets Closed-End Fund - Debt11.06610.144.39%
CLMCornerstone Strategic Asset Mgmt7.29680.141.39%
CHMGChemung  Regional Banks43.80670.14-12.05%
SPUSSP Funds Exchange Traded Fund36.46580.146.55%
AREAlexandria Real REIT - Office119.65350.13-5.62%
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 9.36% and is currently outperforming the overall market by 3.7% 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: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[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
B. Riley[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
BOK [100] Cullen/Frost Bankers[100] OneMain [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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91680.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 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 Blockchain Coinvestors Acquisition Corp. IBCSA Blockchain Coinvestors Acquisition Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 159 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 65
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: 2.6%
BCSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSA to Watchlist:       View:      Get Complete BCSA Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 36
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 2.5%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of Screaming Eagle Acquisition Corp.SCRMU Screaming Eagle Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 961 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 20
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: 1.1%
SCRMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCRMU to Watchlist:       View:      Get Complete SCRMU Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 10 ETFTDSC Cabana Target Drawdown 10 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.55    
Smart Investing & Trading Score: 68
Day Percent Change: 0.17%    
Day Change: 0.04
Week Change: 1.63%    
Year-to-date Change: 1.0%
TDSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSC to Watchlist:       View:      Get Complete TDSC Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   JuneFJUN FT Cboe Vest US Eq Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.47    
Smart Investing & Trading Score: 58
Day Percent Change: 0.17%    
Day Change: 0.08
Week Change: 1.64%    
Year-to-date Change: 5.6%
FJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FJUN to Watchlist:       View:      Get Complete FJUN Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 56.26    
Smart Investing & Trading Score: 100
Day Percent Change: 0.16%    
Day Change: 0.09
Week Change: 3.38%    
Year-to-date Change: 3.6%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.10    
Smart Investing & Trading Score: 15
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 0.08%    
Year-to-date Change: 3.5%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.35    
Smart Investing & Trading Score: 61
Day Percent Change: 0.16%    
Day Change: 0.01
Week Change: 3.34%    
Year-to-date Change: 10.1%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.72    
Smart Investing & Trading Score: 67
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 1.35%    
Year-to-date Change: 0.0%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of PIMCO Dynamic Income FundPDI PIMCO Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1135.47 Millions
Recent Price: 18.86    
Smart Investing & Trading Score: 22
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: 1.34%    
Year-to-date Change: 5.1%
PDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDI to Watchlist:       View:      Get Complete PDI Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 18.93    
Smart Investing & Trading Score: 49
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: 0.91%    
Year-to-date Change: 3.6%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.32    
Smart Investing & Trading Score: 78
Day Percent Change: 0.16%    
Day Change: 0.07
Week Change: 0.93%    
Year-to-date Change: 4.9%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of Cohen & Steers REIT and Preferred Income Fund, Inc.RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 634.507 Millions
Recent Price: 20.02    
Smart Investing & Trading Score: 42
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: 2.67%    
Year-to-date Change: -0.7%
RNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNP to Watchlist:       View:      Get Complete RNP Trend Analysis ➞

Stock Chart of FS KKR Capital Corp.FSK FS KKR Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 1262.33 Millions
Recent Price: 19.45    
Smart Investing & Trading Score: 54
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: 0.31%    
Year-to-date Change: -2.6%
FSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSK to Watchlist:       View:      Get Complete FSK Trend Analysis ➞

Stock Chart of NexPoint Real Estate Finance, Inc.NREF NexPoint Real Estate Finance, Inc.
Sector: Financials
SubSector: REIT Diversified
MarketCap: 97267 Millions
Recent Price: 13.15    
Smart Investing & Trading Score: 17
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 0.42%    
Year-to-date Change: -16.4%
NREF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NREF to Watchlist:       View:      Get Complete NREF Trend Analysis ➞

Stock Chart of LHA Market State Tactical Beta ETFMSTB LHA Market State Tactical Beta ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.37    
Smart Investing & Trading Score: 63
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: 0.87%    
Year-to-date Change: 5.4%
MSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSTB to Watchlist:       View:      Get Complete MSTB Trend Analysis ➞

Stock Chart of Northern Trust CorporationNTRS Northern Trust Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 15316.8 Millions
Recent Price: 84.30    
Smart Investing & Trading Score: 68
Day Percent Change: 0.14%    
Day Change: 0.12
Week Change: 3.5%    
Year-to-date Change: -0.1%
NTRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTRS to Watchlist:       View:      Get Complete NTRS Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.72    
Smart Investing & Trading Score: 100
Day Percent Change: 0.14%    
Day Change: 0.03
Week Change: 3.97%    
Year-to-date Change: -5.0%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of Macatawa Bank CorporationMCBC Macatawa Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 264.37 Millions
Recent Price: 14.30    
Smart Investing & Trading Score: 76
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 1.2%    
Year-to-date Change: 26.8%
MCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCBC to Watchlist:       View:      Get Complete MCBC 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: 3.50    
Smart Investing & Trading Score: 18
Day Percent Change: 0.14%    
Day Change: 0.00
Week Change: 0.57%    
Year-to-date Change: -1.4%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 61
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -0.23%    
Year-to-date Change: 4.4%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.29    
Smart Investing & Trading Score: 68
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 1.67%    
Year-to-date Change: 1.4%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 43.80    
Smart Investing & Trading Score: 67
Day Percent Change: 0.14%    
Day Change: 0.06
Week Change: 0.69%    
Year-to-date Change: -12.1%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG 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: 36.46    
Smart Investing & Trading Score: 58
Day Percent Change: 0.14%    
Day Change: 0.05
Week Change: 2.56%    
Year-to-date Change: 6.6%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of Alexandria Real Estate Equities, Inc.ARE Alexandria Real Estate Equities, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 16793.6 Millions
Recent Price: 119.65    
Smart Investing & Trading Score: 35
Day Percent Change: 0.13%    
Day Change: 0.16
Week Change: 3.42%    
Year-to-date Change: -5.6%
ARE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARE to Watchlist:       View:      Get Complete ARE Trend Analysis ➞

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