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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
May 3, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 21 and hence an improvement of trend.

 Year To Date Performance: 7.61 %
 Weekly Performance: -0.88 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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 PriceTrend ScoreChange %YTD Change%
ARLAmerican Realty Property Mgmt13.78200.00%-20.85%
GPMTGranite Point Mortgage4.32200.00%-27.27%
FSPFranklin Street REIT - Office1.8920-1.05%-26.17%
NUVNuveen Municipal Closed-End Fund - Debt8.5020-0.12%-1.16%
NHSNeuberger Berman Asset Mgmt7.93200.13%2.72%
MMDMainStay MacKay Closed-End Fund - Debt16.0620-0.06%-1.17%
PAGSPagSeguro Digital Credit Services12.59192.19%0.96%
FCTFirst Trust Closed-End Fund - Debt10.31180.59%2.18%
KKRKKR  Asset Mgmt97.13182.11%17.24%
EFXEquifax  Credit Services224.50181.74%-9.22%
EOSEaton Vance Closed-End Fund - Equity19.87181.43%6.14%
OPADOfferpad  Financials Services7.34181.03%-28.34%
GDVGabelli Dividend Closed-End Fund - Equity21.86180.88%1.02%
BLKBlackRock  Asset Mgmt757.00180.72%-6.75%
FHIFederated Hermes Asset Mgmt33.00180.64%-2.54%
HIOWestern Asset Closed-End Fund - Debt3.74180.27%-3.11%
MQYBlackRock MuniYield Closed-End Fund - Debt11.82180.25%-3.04%
MYNBlackRock MuniYield Closed-End Fund - Debt10.06180.10%-2.61%
MYIBlackRock MuniYield Closed-End Fund - Debt10.94180.00%-6.01%
OIAInvesco Municipal Closed-End Fund - Debt6.10180.00%-3.94%
AONAon  Insurance280.0918-1.31%-3.76%
CHCTCommunity Healthcare REIT24.9218-0.64%-6.46%
MUIBlackRock Muni Closed-End Fund - Debt11.5318-0.17%-0.95%
GCORGoldman Sachs Exchange Traded Fund40.0618-0.06%-4.22%
IRENIris Energy Capital Markets4.57175.18%-35.97%
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 7.61% and is currently outperforming the overall market by 1.99% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 36
YTD Performance: 7.61%
**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 [443%] Hippo [99%] Gladstone Capital[99%]
Banco Macro[96%] Grupo Financiero[85%] Banco BBVA[76%]
EverQuote [76%] Yiren Digital[75%] LendingTree [63%]
Grupo Supervielle[60%] B. Riley[60%] Lufax Holding[51%]
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
LendingTree [30.2%] Office Properties[27.4%] Huize Holding[22.7%]
Heartland [21.1%] Industrial Logistics[17.4%] Douglas Elliman[16.8%]
LendingClub [15.2%] KE [13.6%] New York[13.5%]
Territorial Bancorp[12%] SelectQuote [11.8%] Skyward Specialty[11.4%]
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
New York[-67%] Office Properties[-65%] Texas Pacific[-64%]
Hywin [-56%] Fathom [-55%] Douglas Elliman[-53%]
FRP [-51%] Fanhua [-49%] eHealth [-47%]
RE/MAX [-46%] AlTi Global[-46%] OppFi [-46%]
.
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
KE [100] Regional Management[100] Noah [100]
ING Groep[100] Markel [100] Genworth [100]
Ventas [100] EverQuote [100] AXIS Capital[100]
China Fund[100] KraneShares Trust[100] Broadstone Net[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  40.46360.25-0.887.61%
IAIBroker-Dealers & Secs 113.16780.970.134.27%
IYFFinancials  92.12590.49-0.057.86%
IYGFinancial Services  63.89210.55-1.116.95%
KRERegional Banking  49.02861.641.72-6.5%
IXGGlobal Financials  84.11660.61-0.17.04%
VFHFinancials  98.37210.62-0.576.62%
KBEBank  45.861001.301.17-0.35%
FASFinancial Bull 3X 97.90150.62-2.7118.45%
FAZFinancial Bear 3X 11.1839-0.712.95-18.22%
UYGFinancials  62.44280.47-1.913.12%
IATRegional Banks  41.90790.960.430.14%
KIEInsurance  49.29540.281.579%
PSCFSmallCap Financials  46.92631.471.21-4.6%
EUFNEurope Financials  22.59711.620.587.78%
PGFFinancial Preferred  14.64320.270.480.41%
 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 American Realty Investors, Inc.ARL American Realty Investors, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 132.242 Millions
Recent Price: 13.78    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -3.77%    
Year-to-date Change: -20.9%
ARL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARL to Watchlist:       View:      Get Complete ARL Trend Analysis ➞

Stock Chart of Granite Point Mortgage Trust Inc.GPMT Granite Point Mortgage Trust Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 289.739 Millions
Recent Price: 4.32    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.59%    
Year-to-date Change: -27.3%
GPMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GPMT to Watchlist:       View:      Get Complete GPMT Trend Analysis ➞

Stock Chart of Franklin Street Properties Corp.FSP Franklin Street Properties Corp.
Sector: Financials
SubSector: REIT - Office
MarketCap: 636.366 Millions
Recent Price: 1.89    
Smart Investing & Trading Score: 20
Day Percent Change: -1.05%    
Day Change: -0.02
Week Change: -5.5%    
Year-to-date Change: -26.2%
FSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSP to Watchlist:       View:      Get Complete FSP Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 20
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.59%    
Year-to-date Change: -1.2%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.93    
Smart Investing & Trading Score: 20
Day Percent Change: 0.13%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 2.7%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.06    
Smart Investing & Trading Score: 20
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: -1.2%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of PagSeguro Digital Ltd.PAGS PagSeguro Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 6500.78 Millions
Recent Price: 12.59    
Smart Investing & Trading Score: 19
Day Percent Change: 2.19%    
Day Change: 0.27
Week Change: -0.71%    
Year-to-date Change: 1.0%
PAGS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAGS to Watchlist:       View:      Get Complete PAGS Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.31    
Smart Investing & Trading Score: 18
Day Percent Change: 0.59%    
Day Change: 0.06
Week Change: -0.19%    
Year-to-date Change: 2.2%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of KKR & Co. Inc.KKR KKR & Co. Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 17722.5 Millions
Recent Price: 97.13    
Smart Investing & Trading Score: 18
Day Percent Change: 2.11%    
Day Change: 2.01
Week Change: 1.66%    
Year-to-date Change: 17.2%
KKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KKR to Watchlist:       View:      Get Complete KKR Trend Analysis ➞

Stock Chart of Equifax Inc.EFX Equifax Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 13754.6 Millions
Recent Price: 224.50    
Smart Investing & Trading Score: 18
Day Percent Change: 1.74%    
Day Change: 3.83
Week Change: 0.48%    
Year-to-date Change: -9.2%
EFX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFX to Watchlist:       View:      Get Complete EFX Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income Fund IIEOS Eaton Vance Enhanced Equity Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 595.947 Millions
Recent Price: 19.87    
Smart Investing & Trading Score: 18
Day Percent Change: 1.43%    
Day Change: 0.28
Week Change: 1.43%    
Year-to-date Change: 6.1%
EOS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOS to Watchlist:       View:      Get Complete EOS Trend Analysis ➞

Stock Chart of Offerpad Solutions Inc.OPAD Offerpad Solutions Inc.
Sector: Financials
SubSector: Financials Services
MarketCap: 345 Millions
Recent Price: 7.34    
Smart Investing & Trading Score: 18
Day Percent Change: 1.03%    
Day Change: 0.08
Week Change: -11.4%    
Year-to-date Change: -28.3%
OPAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPAD to Watchlist:       View:      Get Complete OPAD Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 21.86    
Smart Investing & Trading Score: 18
Day Percent Change: 0.88%    
Day Change: 0.19
Week Change: -0.64%    
Year-to-date Change: 1.0%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of BlackRock, Inc.BLK BlackRock, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 61284.9 Millions
Recent Price: 757.00    
Smart Investing & Trading Score: 18
Day Percent Change: 0.72%    
Day Change: 5.42
Week Change: -0.77%    
Year-to-date Change: -6.8%
BLK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLK to Watchlist:       View:      Get Complete BLK Trend Analysis ➞

Stock Chart of Federated Hermes, Inc.FHI Federated Hermes, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1883.03 Millions
Recent Price: 33.00    
Smart Investing & Trading Score: 18
Day Percent Change: 0.64%    
Day Change: 0.21
Week Change: 0.61%    
Year-to-date Change: -2.5%
FHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHI to Watchlist:       View:      Get Complete FHI Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.74    
Smart Investing & Trading Score: 18
Day Percent Change: 0.27%    
Day Change: 0.01
Week Change: -0.29%    
Year-to-date Change: -3.1%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.82    
Smart Investing & Trading Score: 18
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: -0.08%    
Year-to-date Change: -3.0%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY 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: 10.06    
Smart Investing & Trading Score: 18
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.05%    
Year-to-date Change: -2.6%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN 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: 10.94    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: -6.0%
MYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYI to Watchlist:       View:      Get Complete MYI 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: 6.10    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.33%    
Year-to-date Change: -3.9%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 280.09    
Smart Investing & Trading Score: 18
Day Percent Change: -1.31%    
Day Change: -3.72
Week Change: -1.73%    
Year-to-date Change: -3.8%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 24.92    
Smart Investing & Trading Score: 18
Day Percent Change: -0.64%    
Day Change: -0.16
Week Change: -5.36%    
Year-to-date Change: -6.5%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT 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: 11.53    
Smart Investing & Trading Score: 18
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.44%    
Year-to-date Change: -1.0%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Goldman Sachs Access U.S. Aggregate Bond ETFGCOR Goldman Sachs Access U.S. Aggregate Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.06    
Smart Investing & Trading Score: 18
Day Percent Change: -0.06%    
Day Change: -0.03
Week Change: -0.11%    
Year-to-date Change: -4.2%
GCOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCOR to Watchlist:       View:      Get Complete GCOR Trend Analysis ➞

Stock Chart of Iris Energy LimitedIREN Iris Energy Limited
Sector: Financials
SubSector: Capital Markets
MarketCap: 236 Millions
Recent Price: 4.57    
Smart Investing & Trading Score: 17
Day Percent Change: 5.18%    
Day Change: 0.23
Week Change: -10.14%    
Year-to-date Change: -36.0%
IREN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IREN to Watchlist:       View:      Get Complete IREN Trend Analysis ➞

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