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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
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%
CATYCathay General Regional Banks34.66100.00-22.23%
AIVApartment  REIT7.76360.00-0.89%
KRNYKearny  S&L5.54200.00-38.24%
DRHDiamondRock Hospitality REIT8.7800.00-6.50%
RCReady Capital Mortgage8.47450.00-17.37%
DHFBNY  Closed-End Fund - Debt2.30250.000.44%
EVFEaton Vance Closed-End Fund - Debt6.34330.000.48%
IGAVoya Global Closed-End Fund - Foreign8.47100.00-0.59%
ETOEaton Vance Closed-End Fund - Equity23.87100.000.97%
PCNPIMCO Corporate Closed-End Fund - Debt12.83180.003.38%
WIWWestern Asset Closed-End Fund - Debt8.44350.00-2.65%
FAXAberdeen Asia-Pacific Closed-End Fund - Debt2.59170.00-4.43%
JQCNuveen Credit Closed-End Fund - Debt5.40430.003.45%
CMUMFS High Closed-End Fund - Debt3.25170.00-1.81%
HQLTekla Life Closed-End Fund - Equity12.79100.00-4.98%
FUNDSprott Focus Closed-End Fund - Equity7.64100.00-4.50%
OIAInvesco Municipal Closed-End Fund - Debt6.20180.00-2.36%
CIKCredit Suisse Asset Mgmt2.86170.00-8.63%
BNYBlackRock New Closed-End Fund - Debt10.29230.00-2.28%
MSDMorgan Stanley Closed-End Fund - Debt6.94230.00-0.14%
DHYCredit Suisse Asset Mgmt1.98320.000.00%
GUTGabelli Utility Closed-End Fund - Equity5.42610.000.00%
MGFMFS Government Closed-End Fund - Debt3.0800.00-3.14%
GDLGDL Fund Closed-End Fund - Equity7.81250.00-2.86%
BLEBlackRock Municipal Asset Mgmt10.38250.00-2.81%
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 5.93% and is currently outperforming the overall market by 1.74% 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: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 34.66    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.65%    
Year-to-date Change: -22.2%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of Apartment Investment and Management CompanyAIV Apartment Investment and Management Company
Sector: Financials
SubSector: REIT - Residential
MarketCap: 4485.11 Millions
Recent Price: 7.76    
Smart Investing & Trading Score: 36
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -4.32%    
Year-to-date Change: -0.9%
AIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIV to Watchlist:       View:      Get Complete AIV Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.54    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -4.65%    
Year-to-date Change: -38.2%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 8.78    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -5.39%    
Year-to-date Change: -6.5%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Ready Capital CorporationRC Ready Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 358.039 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 45
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.8%    
Year-to-date Change: -17.4%
RC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RC to Watchlist:       View:      Get Complete RC Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.30    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.44%    
Year-to-date Change: 0.4%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of Eaton Vance Senior Income TrustEVF Eaton Vance Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 153.707 Millions
Recent Price: 6.34    
Smart Investing & Trading Score: 33
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.5%
EVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVF to Watchlist:       View:      Get Complete EVF Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 122.047 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.7%    
Year-to-date Change: -0.6%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA 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: 23.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.08%    
Year-to-date Change: 1.0%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO 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: 12.83    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -4.04%    
Year-to-date Change: 3.4%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Opportunities & Income FundWIW Western Asset Inflation-Linked Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 569.607 Millions
Recent Price: 8.44    
Smart Investing & Trading Score: 35
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.47%    
Year-to-date Change: -2.7%
WIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIW to Watchlist:       View:      Get Complete WIW Trend Analysis ➞

Stock Chart of Aberdeen Asia-Pacific Income Fund, Inc.FAX Aberdeen Asia-Pacific Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 807.407 Millions
Recent Price: 2.59    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.52%    
Year-to-date Change: -4.4%
FAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAX to Watchlist:       View:      Get Complete FAX Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.40    
Smart Investing & Trading Score: 43
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.28%    
Year-to-date Change: 3.5%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.25    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.34%    
Year-to-date Change: -1.8%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 12.79    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.69%    
Year-to-date Change: -5.0%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of Sprott Focus Trust, Inc.FUND Sprott Focus Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 122.747 Millions
Recent Price: 7.64    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -3.54%    
Year-to-date Change: -4.5%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.20    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.64%    
Year-to-date Change: -2.4%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.86    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.21%    
Year-to-date Change: -8.6%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of BlackRock New York Municipal Income TrustBNY BlackRock New York Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.007 Millions
Recent Price: 10.29    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.48%    
Year-to-date Change: -2.3%
BNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNY to Watchlist:       View:      Get Complete BNY Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 6.94    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1%    
Year-to-date Change: -0.1%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD 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: 1.98    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1%    
Year-to-date Change: 0.0%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY 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: 5.42    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -2.34%    
Year-to-date Change: 0.0%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of MFS Government Markets Income TrustMGF MFS Government Markets Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.807 Millions
Recent Price: 3.08    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.28%    
Year-to-date Change: -3.1%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.38    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.67%    
Year-to-date Change: -2.8%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

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