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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 26, 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 56 (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: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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Financial Sector Trend
56 / 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%
AGMFederal Agricultural Credit Services189.0988-0.65-1.11%
CRVLCorVel  Insurance238.1258-0.65-3.68%
TSITCW Strategic Closed-End Fund - Debt4.5718-0.65-0.44%
CIIBlackRock Enhanced Closed-End Fund - Equity18.4325-0.65-3.00%
BUIBlackRock Utilities Closed-End Fund - Equity21.2493-0.65-2.66%
HEQJohn Hancock Closed-End Fund - Equity9.8748-0.65-1.79%
upstUpstart  Credit Services22.8310-0.65-43.64%
CPTCamden Property REIT98.2181-0.66-1.09%
EHIWestern Asset Closed-End Fund - Debt6.7847-0.66-6.22%
NWFLNorwood  Regional Banks24.0535-0.66-26.92%
FLVAmerican Century Exchange Traded Fund63.3286-0.663.51%
PECOPhillips Edison REIT - Retail32.9317-0.66-10.59%
BCHBanco de Foreign Banks22.1455-0.67-4.07%
PJTPJT Partners Asset Mgmt95.3063-0.67-6.45%
HRTGHeritage Insurance Insurance10.4388-0.6759.97%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.2037-0.67-1.97%
SPSKSP Funds Exchange Traded Fund17.448-0.67-2.61%
FBPFirst Ban Foreign Banks17.58100-0.686.87%
BLKBlackRock  Asset Mgmt757.6518-0.68-6.67%
NMZNuveen Municipal Asset Mgmt10.2254-0.683.44%
CHMGChemung  Regional Banks43.5055-0.68-12.65%
AFGEAmerican  Insurance18.7625-0.68-3.79%
MYNBlackRock MuniYield Closed-End Fund - Debt10.0418-0.69-2.81%
MUIBlackRock Muni Closed-End Fund - Debt11.5018-0.69-1.20%
NCANuveen California Closed-End Fund - Debt8.6925-0.69-3.01%
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 8.72% and is currently outperforming the overall market by 3.56% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [52%]
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[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 189.09    
Smart Investing & Trading Score: 88
Day Percent Change: -0.65%    
Day Change: -1.24
Week Change: 3.19%    
Year-to-date Change: -1.1%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 238.12    
Smart Investing & Trading Score: 58
Day Percent Change: -0.65%    
Day Change: -1.55
Week Change: 1.6%    
Year-to-date Change: -3.7%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.57    
Smart Investing & Trading Score: 18
Day Percent Change: -0.65%    
Day Change: -0.03
Week Change: -0.87%    
Year-to-date Change: -0.4%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 18.43    
Smart Investing & Trading Score: 25
Day Percent Change: -0.65%    
Day Change: -0.12
Week Change: 0.71%    
Year-to-date Change: -3.0%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.847 Millions
Recent Price: 21.24    
Smart Investing & Trading Score: 93
Day Percent Change: -0.65%    
Day Change: -0.14
Week Change: 2.21%    
Year-to-date Change: -2.7%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 9.87    
Smart Investing & Trading Score: 48
Day Percent Change: -0.65%    
Day Change: -0.07
Week Change: 2.17%    
Year-to-date Change: -1.8%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Upstart Holdings, Inc.upst Upstart Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2900 Millions
Recent Price: 22.83    
Smart Investing & Trading Score: 10
Day Percent Change: -0.65%    
Day Change: -0.15
Week Change: 4.39%    
Year-to-date Change: -43.6%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of Camden Property TrustCPT Camden Property Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 7535.21 Millions
Recent Price: 98.21    
Smart Investing & Trading Score: 81
Day Percent Change: -0.66%    
Day Change: -0.65
Week Change: 1.99%    
Year-to-date Change: -1.1%
CPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPT to Watchlist:       View:      Get Complete CPT Trend Analysis ➞

Stock Chart of Western Asset Global High Income Fund Inc.EHI Western Asset Global High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 299.407 Millions
Recent Price: 6.78    
Smart Investing & Trading Score: 47
Day Percent Change: -0.66%    
Day Change: -0.04
Week Change: -0.29%    
Year-to-date Change: -6.2%
EHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHI to Watchlist:       View:      Get Complete EHI Trend Analysis ➞

Stock Chart of Norwood Financial Corp.NWFL Norwood Financial Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 201.899 Millions
Recent Price: 24.05    
Smart Investing & Trading Score: 35
Day Percent Change: -0.66%    
Day Change: -0.16
Week Change: -0.99%    
Year-to-date Change: -26.9%
NWFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWFL to Watchlist:       View:      Get Complete NWFL Trend Analysis ➞

Stock Chart of American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 63.32    
Smart Investing & Trading Score: 86
Day Percent Change: -0.66%    
Day Change: -0.42
Week Change: 1.2%    
Year-to-date Change: 3.5%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Phillips Edison & Company, Inc.PECO Phillips Edison & Company, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3920 Millions
Recent Price: 32.93    
Smart Investing & Trading Score: 17
Day Percent Change: -0.66%    
Day Change: -0.22
Week Change: -0.27%    
Year-to-date Change: -10.6%
PECO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PECO to Watchlist:       View:      Get Complete PECO Trend Analysis ➞

Stock Chart of Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 22.14    
Smart Investing & Trading Score: 55
Day Percent Change: -0.67%    
Day Change: -0.15
Week Change: 0.82%    
Year-to-date Change: -4.1%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 95.30    
Smart Investing & Trading Score: 63
Day Percent Change: -0.67%    
Day Change: -0.64
Week Change: 3.86%    
Year-to-date Change: -6.5%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings, Inc.HRTG Heritage Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 303.312 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 88
Day Percent Change: -0.67%    
Day Change: -0.07
Week Change: 8.87%    
Year-to-date Change: 60.0%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 37
Day Percent Change: -0.67%    
Day Change: -0.05
Week Change: 0.31%    
Year-to-date Change: -2.0%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP 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: 17.44    
Smart Investing & Trading Score: 8
Day Percent Change: -0.67%    
Day Change: -0.12
Week Change: -0.78%    
Year-to-date Change: -2.6%
SPSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPSK to Watchlist:       View:      Get Complete SPSK Trend Analysis ➞

Stock Chart of First BanCorp.FBP First BanCorp.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 913.079 Millions
Recent Price: 17.58    
Smart Investing & Trading Score: 100
Day Percent Change: -0.68%    
Day Change: -0.12
Week Change: 3.96%    
Year-to-date Change: 6.9%
FBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBP to Watchlist:       View:      Get Complete FBP Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 757.65    
Smart Investing & Trading Score: 18
Day Percent Change: -0.68%    
Day Change: -5.15
Week Change: 1.02%    
Year-to-date Change: -6.7%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of Nuveen Municipal High Income Opportunity FundNMZ Nuveen Municipal High Income Opportunity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 845.303 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 54
Day Percent Change: -0.68%    
Day Change: -0.07
Week Change: 0.39%    
Year-to-date Change: 3.4%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 43.50    
Smart Investing & Trading Score: 55
Day Percent Change: -0.68%    
Day Change: -0.30
Week Change: 0%    
Year-to-date Change: -12.7%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG 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: 18.76    
Smart Investing & Trading Score: 25
Day Percent Change: -0.68%    
Day Change: -0.13
Week Change: 1.8%    
Year-to-date Change: -3.8%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of BlackRock MuniYield New York Quality Fund, Inc.MYN BlackRock MuniYield New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 432.607 Millions
Recent Price: 10.04    
Smart Investing & Trading Score: 18
Day Percent Change: -0.69%    
Day Change: -0.07
Week Change: -0.74%    
Year-to-date Change: -2.8%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN 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: 11.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.69%    
Day Change: -0.08
Week Change: -1.03%    
Year-to-date Change: -1.2%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.69    
Smart Investing & Trading Score: 25
Day Percent Change: -0.69%    
Day Change: -0.06
Week Change: 0.46%    
Year-to-date Change: -3.0%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

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