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

The overall Smart Investing & Trading Score is 46 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.14 %
 Weekly Performance: 0.69 %
 Daily Performance: -1.12 %
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Financial Sector Trend
46 / 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%
DNPDNP Select Closed-End Fund - Equity8.7727-0.683.42%
CIGIColliers  Property Mgmt108.2532-0.69-14.44%
ALEXAlexander & Baldwin Real Estatet15.8942-0.69-16.46%
UFEBInnovator S&P Exchange Traded Fund30.2249-0.692.65%
FSDFirst Trust Closed-End Fund - Debt11.4943-0.69-4.96%
BBMCJPMorgan BetaBuilders Exchange Traded Fund86.5456-0.701.94%
TEAFTortoise Essential Asset Mgmt11.3361-0.70-3.25%
TYGTortoise Energy Closed-End Fund - Equity31.7093-0.7010.17%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.9132-0.70-0.85%
CHCOCity Holding Regional Banks105.3993-0.71-4.42%
MCYMercury General Insurance54.8383-0.7146.96%
AIFApollo Tactical Asset Mgmt14.028-0.710.43%
PCNPIMCO Corporate Closed-End Fund - Debt12.5510-0.711.13%
MYIBlackRock MuniYield Closed-End Fund - Debt10.9110-0.71-6.25%
BBNBlackRock Taxable Closed-End Fund - Debt15.4717-0.71-4.86%
ETXEaton Vance Asset Mgmt18.1193-0.724.43%
GUTGabelli Utility Closed-End Fund - Equity5.5168-0.721.66%
SFStifel  Brokerage77.7293-0.7212.39%
PXP10  Asset Mgmt7.5446-0.72-26.27%
ETOEaton Vance Closed-End Fund - Equity23.7551-0.730.49%
EOTEaton Vance Closed-End Fund - Debt16.2925-0.73-3.72%
MUIBlackRock Muni Closed-End Fund - Debt11.4925-0.73-1.25%
NJULInnovator Nasdaq Exchange Traded Fund56.6551-0.742.89%
DHYCredit Suisse Asset Mgmt2.0065-0.741.26%
RMRRMR  Real Estatet22.8135-0.74-19.20%
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 8.14% and is currently outperforming the overall market by 3.89% 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: Not Good
Overall Trend Score: 46
YTD Performance: 8.14%
**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 [126%] Gladstone Capital[99%]
Banco Macro[75%] Grupo Financiero[74%] Banco BBVA[67%]
Yiren Digital[63%] Heritage Insurance[59%] Fidelis Insurance[55%]
EverQuote [53%] First [51%] Lufax Holding[47%]
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[49.7%] Oportun [41%] Globe Life[14.7%]
Root [14.3%] Provident Bancorp[13.7%] Deutsche Bank[12.2%]
First Citizens[11.9%] TOP [11.5%] Cipher Mining[11.3%]
Trustmark [10.9%] Barclays [10.2%] Bank of N.T. Butterfield & Son[9.5%]
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[-73%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-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
Deutsche Bank[100] Virtu [100] Trustmark [100]
B. Riley[100] TCG BDC[100] Third Coast[100]
LCNB [100] UDR [100] Fidus [100]
Equity Residential[100] Capital Southwest[100] Main Street[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  40.6646-1.120.698.14%
IAIBroker-Dealers & Secs 111.3633-1.360.32.61%
KBEBank  45.2048-1.641.79-1.77%
FASFinancial Bull 3X 99.6148-3.481.7220.52%
FAZFinancial Bear 3X 11.00473.68-1.79-19.53%
UYGFinancials  63.1356-2.491.1114.37%
KIEInsurance  49.0051-1.35-0.168.36%
 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 DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.77    
Smart Investing & Trading Score: 27
Day Percent Change: -0.68%    
Day Change: -0.06
Week Change: -0.34%    
Year-to-date Change: 3.4%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of Colliers International Group Inc.CIGI Colliers International Group Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 1928.42 Millions
Recent Price: 108.25    
Smart Investing & Trading Score: 32
Day Percent Change: -0.69%    
Day Change: -0.75
Week Change: 1.91%    
Year-to-date Change: -14.4%
CIGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIGI to Watchlist:       View:      Get Complete CIGI Trend Analysis ➞

Stock Chart of Alexander & Baldwin, Inc.ALEX Alexander & Baldwin, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 751.419 Millions
Recent Price: 15.89    
Smart Investing & Trading Score: 42
Day Percent Change: -0.69%    
Day Change: -0.11
Week Change: -1.24%    
Year-to-date Change: -16.5%
ALEX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALEX to Watchlist:       View:      Get Complete ALEX 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: 30.22    
Smart Investing & Trading Score: 49
Day Percent Change: -0.69%    
Day Change: -0.21
Week Change: 0.1%    
Year-to-date Change: 2.7%
UFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFEB to Watchlist:       View:      Get Complete UFEB Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.49    
Smart Investing & Trading Score: 43
Day Percent Change: -0.69%    
Day Change: -0.08
Week Change: 1.23%    
Year-to-date Change: -5.0%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 86.54    
Smart Investing & Trading Score: 56
Day Percent Change: -0.70%    
Day Change: -0.61
Week Change: 1.5%    
Year-to-date Change: 1.9%
BBMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBMC to Watchlist:       View:      Get Complete BBMC Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 61
Day Percent Change: -0.70%    
Day Change: -0.08
Week Change: -0.79%    
Year-to-date Change: -3.3%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of Tortoise Energy Infrastructure CorporationTYG Tortoise Energy Infrastructure Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.547 Millions
Recent Price: 31.70    
Smart Investing & Trading Score: 93
Day Percent Change: -0.70%    
Day Change: -0.23
Week Change: 1.29%    
Year-to-date Change: 10.2%
TYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TYG to Watchlist:       View:      Get Complete TYG Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.91    
Smart Investing & Trading Score: 32
Day Percent Change: -0.70%    
Day Change: -0.07
Week Change: -0.25%    
Year-to-date Change: -0.9%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of City Holding CompanyCHCO City Holding Company
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1059.59 Millions
Recent Price: 105.39    
Smart Investing & Trading Score: 93
Day Percent Change: -0.71%    
Day Change: -0.75
Week Change: 2.31%    
Year-to-date Change: -4.4%
CHCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCO to Watchlist:       View:      Get Complete CHCO Trend Analysis ➞

Stock Chart of Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 54.83    
Smart Investing & Trading Score: 83
Day Percent Change: -0.71%    
Day Change: -0.39
Week Change: 2.24%    
Year-to-date Change: 47.0%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of Apollo Tactical Income Fund Inc.AIF Apollo Tactical Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.803 Millions
Recent Price: 14.02    
Smart Investing & Trading Score: 8
Day Percent Change: -0.71%    
Day Change: -0.10
Week Change: -2.64%    
Year-to-date Change: 0.4%
AIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIF to Watchlist:       View:      Get Complete AIF Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 12.55    
Smart Investing & Trading Score: 10
Day Percent Change: -0.71%    
Day Change: -0.09
Week Change: -2.33%    
Year-to-date Change: 1.1%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund III, Inc.MYI BlackRock MuniYield Quality Fund III, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 772.807 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 10
Day Percent Change: -0.71%    
Day Change: -0.08
Week Change: -0.62%    
Year-to-date Change: -6.3%
MYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYI to Watchlist:       View:      Get Complete MYI Trend Analysis ➞

Stock Chart of BlackRock Taxable Municipal Bond TrustBBN BlackRock Taxable Municipal Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1169.87 Millions
Recent Price: 15.47    
Smart Investing & Trading Score: 17
Day Percent Change: -0.71%    
Day Change: -0.11
Week Change: -0.71%    
Year-to-date Change: -4.9%
BBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBN to Watchlist:       View:      Get Complete BBN Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 18.11    
Smart Investing & Trading Score: 93
Day Percent Change: -0.72%    
Day Change: -0.13
Week Change: 0.77%    
Year-to-date Change: 4.4%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 5.51    
Smart Investing & Trading Score: 68
Day Percent Change: -0.72%    
Day Change: -0.04
Week Change: -0.54%    
Year-to-date Change: 1.7%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of Stifel Financial Corp.SF Stifel Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 2783.65 Millions
Recent Price: 77.72    
Smart Investing & Trading Score: 93
Day Percent Change: -0.72%    
Day Change: -0.56
Week Change: 3.2%    
Year-to-date Change: 12.4%
SF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SF to Watchlist:       View:      Get Complete SF Trend Analysis ➞

Stock Chart of P10, Inc.PX P10, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1300 Millions
Recent Price: 7.54    
Smart Investing & Trading Score: 46
Day Percent Change: -0.72%    
Day Change: -0.05
Week Change: 0.6%    
Year-to-date Change: -26.3%
PX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PX to Watchlist:       View:      Get Complete PX Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 23.75    
Smart Investing & Trading Score: 51
Day Percent Change: -0.73%    
Day Change: -0.18
Week Change: 0.49%    
Year-to-date Change: 0.5%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO 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: 16.29    
Smart Investing & Trading Score: 25
Day Percent Change: -0.73%    
Day Change: -0.12
Week Change: -0.31%    
Year-to-date Change: -3.7%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.49    
Smart Investing & Trading Score: 25
Day Percent Change: -0.73%    
Day Change: -0.09
Week Change: -1.08%    
Year-to-date Change: -1.3%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 56.65    
Smart Investing & Trading Score: 51
Day Percent Change: -0.74%    
Day Change: -0.42
Week Change: 0.84%    
Year-to-date Change: 2.9%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 2.00    
Smart Investing & Trading Score: 65
Day Percent Change: -0.74%    
Day Change: -0.02
Week Change: 1.26%    
Year-to-date Change: 1.3%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

Stock Chart of The RMR Group Inc.RMR The RMR Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 797.419 Millions
Recent Price: 22.81    
Smart Investing & Trading Score: 35
Day Percent Change: -0.74%    
Day Change: -0.17
Week Change: 1.06%    
Year-to-date Change: -19.2%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

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