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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 %
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%
LEOBNY  Closed-End Fund - Debt5.8435-1.18-0.34%
VKQInvesco Municipal Closed-End Fund - Debt9.2030-1.18-3.46%
CBNKCapital Bancorp S&L19.2735-1.18-20.37%
UBFOUnited Security Regional Banks7.4057-1.20-12.01%
FMBHFirst Mid Regional Banks31.3845-1.20-9.46%
KNSLKinsale Capital Insurance453.0948-1.2035.29%
MPABlackRock MuniYield Closed-End Fund - Debt12.2586-1.215.33%
WSFSWSFS  Regional Banks44.5393-1.22-3.05%
BNSBank of Nova Scotia Banks46.2341-1.22-5.05%
HQLTekla Life Closed-End Fund - Equity12.9647-1.22-3.71%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.1246-1.225.77%
CINFCinnati  Insurance118.4443-1.2314.48%
IGAVoya Global Closed-End Fund - Foreign8.8993-1.234.34%
BGTBlackRock Floating Closed-End Fund - Debt12.8351-1.233.63%
BKLCBNY  Exchange Traded Fund94.8651-1.234.97%
STLGiShares Factors Exchange Traded Fund44.8051-1.239.06%
HMNHorace Mann Insurance36.7693-1.2412.42%
GTYGetty Realty REIT - Retail27.0467-1.24-7.46%
ACPAberdeen ome Closed-End Fund - Debt6.3910-1.24-6.03%
JEPIJPMorgan Equity Exchange Traded Fund55.7256-1.241.30%
WALWestern Alliance Regional Banks58.6360-1.25-10.88%
PLYMPlymouth Industrial REIT - Industrial20.5835-1.25-14.50%
ESGRPEnstar  Insurance25.2895-1.250.80%
AWAYETFMG Travel Exchange Traded Fund19.5951-1.260.20%
DEAEasterly Government REIT - Office11.7267-1.26-12.80%
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 BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 35
Day Percent Change: -1.18%    
Day Change: -0.07
Week Change: -0.51%    
Year-to-date Change: -0.3%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.20    
Smart Investing & Trading Score: 30
Day Percent Change: -1.18%    
Day Change: -0.11
Week Change: -0.22%    
Year-to-date Change: -3.5%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of Capital Bancorp, Inc.CBNK Capital Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 174.93 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 35
Day Percent Change: -1.18%    
Day Change: -0.23
Week Change: -1.56%    
Year-to-date Change: -20.4%
CBNK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBNK to Watchlist:       View:      Get Complete CBNK Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.40    
Smart Investing & Trading Score: 57
Day Percent Change: -1.20%    
Day Change: -0.09
Week Change: 0.68%    
Year-to-date Change: -12.0%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of First Mid Bancshares, Inc.FMBH First Mid Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 373.27 Millions
Recent Price: 31.38    
Smart Investing & Trading Score: 45
Day Percent Change: -1.20%    
Day Change: -0.38
Week Change: 0.8%    
Year-to-date Change: -9.5%
FMBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMBH to Watchlist:       View:      Get Complete FMBH Trend Analysis ➞

Stock Chart of Kinsale Capital Group, Inc.KNSL Kinsale Capital Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2198.12 Millions
Recent Price: 453.09    
Smart Investing & Trading Score: 48
Day Percent Change: -1.20%    
Day Change: -5.50
Week Change: 0.28%    
Year-to-date Change: 35.3%
KNSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KNSL to Watchlist:       View:      Get Complete KNSL Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 86
Day Percent Change: -1.21%    
Day Change: -0.15
Week Change: 0.57%    
Year-to-date Change: 5.3%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of WSFS Financial CorporationWSFS WSFS Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1191.29 Millions
Recent Price: 44.53    
Smart Investing & Trading Score: 93
Day Percent Change: -1.22%    
Day Change: -0.55
Week Change: 2.91%    
Year-to-date Change: -3.1%
WSFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSFS to Watchlist:       View:      Get Complete WSFS Trend Analysis ➞

Stock Chart of The Bank of Nova ScotiaBNS The Bank of Nova Scotia
Sector: Financials
SubSector: Money Center Banks
MarketCap: 48742.1 Millions
Recent Price: 46.23    
Smart Investing & Trading Score: 41
Day Percent Change: -1.22%    
Day Change: -0.57
Week Change: -1.09%    
Year-to-date Change: -5.1%
BNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNS to Watchlist:       View:      Get Complete BNS 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: 12.96    
Smart Investing & Trading Score: 47
Day Percent Change: -1.22%    
Day Change: -0.16
Week Change: 1.25%    
Year-to-date Change: -3.7%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.12    
Smart Investing & Trading Score: 46
Day Percent Change: -1.22%    
Day Change: -0.17
Week Change: -1.18%    
Year-to-date Change: 5.8%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 118.44    
Smart Investing & Trading Score: 43
Day Percent Change: -1.23%    
Day Change: -1.48
Week Change: -1.26%    
Year-to-date Change: 14.5%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF 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: 8.89    
Smart Investing & Trading Score: 93
Day Percent Change: -1.23%    
Day Change: -0.11
Week Change: 4.22%    
Year-to-date Change: 4.3%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.83    
Smart Investing & Trading Score: 51
Day Percent Change: -1.23%    
Day Change: -0.16
Week Change: 0.16%    
Year-to-date Change: 3.6%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BNY Mellon US Large Cap Core Equity ETFBKLC BNY Mellon US Large Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 94.86    
Smart Investing & Trading Score: 51
Day Percent Change: -1.23%    
Day Change: -1.19
Week Change: 0.77%    
Year-to-date Change: 5.0%
BKLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKLC to Watchlist:       View:      Get Complete BKLC Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.80    
Smart Investing & Trading Score: 51
Day Percent Change: -1.23%    
Day Change: -0.56
Week Change: 0.12%    
Year-to-date Change: 9.1%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of Horace Mann Educators CorporationHMN Horace Mann Educators Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1545.52 Millions
Recent Price: 36.76    
Smart Investing & Trading Score: 93
Day Percent Change: -1.24%    
Day Change: -0.46
Week Change: 1.1%    
Year-to-date Change: 12.4%
HMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMN to Watchlist:       View:      Get Complete HMN Trend Analysis ➞

Stock Chart of Getty Realty Corp.GTY Getty Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 926.114 Millions
Recent Price: 27.04    
Smart Investing & Trading Score: 67
Day Percent Change: -1.24%    
Day Change: -0.34
Week Change: 0.19%    
Year-to-date Change: -7.5%
GTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTY to Watchlist:       View:      Get Complete GTY Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.39    
Smart Investing & Trading Score: 10
Day Percent Change: -1.24%    
Day Change: -0.08
Week Change: -4.34%    
Year-to-date Change: -6.0%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of JPMorgan Equity Premium Income ETFJEPI JPMorgan Equity Premium Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.72    
Smart Investing & Trading Score: 56
Day Percent Change: -1.24%    
Day Change: -0.70
Week Change: 0.49%    
Year-to-date Change: 1.3%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI Trend Analysis ➞

Stock Chart of Western Alliance BancorporationWAL Western Alliance Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2980.09 Millions
Recent Price: 58.63    
Smart Investing & Trading Score: 60
Day Percent Change: -1.25%    
Day Change: -0.74
Week Change: 2.07%    
Year-to-date Change: -10.9%
WAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAL to Watchlist:       View:      Get Complete WAL Trend Analysis ➞

Stock Chart of Plymouth Industrial REIT, Inc.PLYM Plymouth Industrial REIT, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 153.449 Millions
Recent Price: 20.58    
Smart Investing & Trading Score: 35
Day Percent Change: -1.25%    
Day Change: -0.26
Week Change: 1.23%    
Year-to-date Change: -14.5%
PLYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLYM to Watchlist:       View:      Get Complete PLYM Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.28    
Smart Investing & Trading Score: 95
Day Percent Change: -1.25%    
Day Change: -0.32
Week Change: 0.12%    
Year-to-date Change: 0.8%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.59    
Smart Investing & Trading Score: 51
Day Percent Change: -1.26%    
Day Change: -0.25
Week Change: 2.16%    
Year-to-date Change: 0.2%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY Trend Analysis ➞

Stock Chart of Easterly Government Properties, Inc.DEA Easterly Government Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 1832.56 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 67
Day Percent Change: -1.26%    
Day Change: -0.15
Week Change: 1.12%    
Year-to-date Change: -12.8%
DEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEA to Watchlist:       View:      Get Complete DEA Trend Analysis ➞

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