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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 30, 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 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence a deterioration of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
58 / 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%
ASGIAberdeen Standard Exchange Traded Fund17.34660.76%-3.34%
FEIFirst Trust Closed-End Fund - Equity9.81660.20%14.47%
AIVApartment  REIT8.06660.12%2.94%
OHIOmega Healthcare REIT30.7866-1.00%0.39%
FIFFirst Trust Closed-End Fund - Equity18.1766-0.27%10.39%
ALCCAltC Acquisition SPAC14.426512.57%36.81%
DWUSAdvisorShares Dorsey Exchange Traded Fund42.64651.38%6.02%
VIRSPacer BioThreat Exchange Traded Fund34.60650.92%6.85%
CBRECBRE  Property Mgmt87.89650.65%-5.58%
JOFJapan Smaller Closed-End Fund - Foreign7.67650.59%0.99%
UNMUnum  Insurance51.01650.51%12.80%
UTGReaves Utility Closed-End Fund - Equity26.33650.46%-1.53%
STLGiShares Factors Exchange Traded Fund45.93650.42%11.81%
KJANInnovator Russell Exchange Traded Fund34.54650.41%0.61%
DFAUDimensional US Exchange Traded Fund35.54650.37%6.89%
IJANInnovator MSCI Exchange Traded Fund31.03650.32%1.94%
DEMZDemz Political Exchange Traded Fund31.95650.16%8.42%
UMARInnovator S&P Exchange Traded Fund32.24650.06%2.06%
NODKNI  Insurance14.97650.00%15.24%
FMAYFT Cboe Exchange Traded Fund43.39650.00%5.04%
NUSINationwide Risk Exchange Traded Fund23.0865-0.22%2.94%
TCHPT. Rowe Exchange Traded Fund34.5265-0.17%11.68%
MCIBarings Corporate Closed-End Fund - Debt18.05651.46%-2.06%
CIACitizens  Life Insurance2.18644.81%-18.96%
SSBKSouthern States Banks - Regional25.25643.74%-14.23%
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 8.4% and is currently outperforming the overall market by 1.84% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 58
YTD Performance: 8.4%
**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 [538%] Hippo [141%] Gladstone Capital[102%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[72%] Yiren Digital[61%] EverQuote [60%]
Fidelis Insurance[59%] Heritage Insurance[58%] Grupo Supervielle[54%]
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
Heartland [15.2%] AltC Acquisition[12.6%] Douglas Elliman[10.9%]
Fulton [7.6%] NexGen Energy[6.2%] Medical Properties[6%]
Clipper Realty[5.5%] AlTi Global[4.9%] Citizens [4.8%]
B. Riley[4.7%] Peakstone Realty[4%] Office Properties[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[-73%] Office Properties[-71%] Texas Pacific[-62%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-55%]
FRP [-51%] eHealth [-49%] Fanhua [-47%]
OppFi [-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
Heartland [100] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
Stifel [100] iShares ESG[100] China Fund[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  40.7658-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9075-0.10-0.14.03%
IYFFinancials  92.1676-0.01-0.017.9%
IYGFinancial Services  64.3476-0.42-0.427.71%
KRERegional Banking  47.7747-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7476-0.19-0.197.02%
KBEBank  45.1055-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4253-0.36-0.3614.89%
IATRegional Banks  41.5773-0.36-0.36-0.65%
KIEInsurance  48.79580.540.547.89%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.50830.180.187.35%
PGFFinancial Preferred  14.64390.480.480.41%
 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 Aberdeen Standard Global Infrastructure Income FundASGI Aberdeen Standard Global Infrastructure Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.34    
Smart Investing & Trading Score: 66
Day Percent Change: 0.76%    
Day Change: 0.13
Week Change: 0.76%    
Year-to-date Change: -3.3%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.81    
Smart Investing & Trading Score: 66
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.2%    
Year-to-date Change: 14.5%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI 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: 8.06    
Smart Investing & Trading Score: 66
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: 0.12%    
Year-to-date Change: 2.9%
AIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIV to Watchlist:       View:      Get Complete AIV Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 30.78    
Smart Investing & Trading Score: 66
Day Percent Change: -1.00%    
Day Change: -0.31
Week Change: -1%    
Year-to-date Change: 0.4%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

Stock Chart of First Trust Energy Infrastructure FundFIF First Trust Energy Infrastructure Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 135.347 Millions
Recent Price: 18.17    
Smart Investing & Trading Score: 66
Day Percent Change: -0.27%    
Day Change: -0.05
Week Change: -0.27%    
Year-to-date Change: 10.4%
FIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIF to Watchlist:       View:      Get Complete FIF Trend Analysis ➞

Stock Chart of AltC Acquisition Corp.ALCC AltC Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 666 Millions
Recent Price: 14.42    
Smart Investing & Trading Score: 65
Day Percent Change: 12.57%    
Day Change: 1.61
Week Change: 12.57%    
Year-to-date Change: 36.8%
ALCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALCC to Watchlist:       View:      Get Complete ALCC Trend Analysis ➞

Stock Chart of AdvisorShares Dorsey Wright FSM US Core ETFDWUS AdvisorShares Dorsey Wright FSM US Core ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.64    
Smart Investing & Trading Score: 65
Day Percent Change: 1.38%    
Day Change: 0.58
Week Change: 1.38%    
Year-to-date Change: 6.0%
DWUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWUS to Watchlist:       View:      Get Complete DWUS Trend Analysis ➞

Stock Chart of Pacer BioThreat Strategy ETFVIRS Pacer BioThreat Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.60    
Smart Investing & Trading Score: 65
Day Percent Change: 0.92%    
Day Change: 0.32
Week Change: 0.92%    
Year-to-date Change: 6.9%
VIRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRS to Watchlist:       View:      Get Complete VIRS Trend Analysis ➞

Stock Chart of CBRE Group, Inc.CBRE CBRE Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 12799.2 Millions
Recent Price: 87.89    
Smart Investing & Trading Score: 65
Day Percent Change: 0.65%    
Day Change: 0.56
Week Change: 0.65%    
Year-to-date Change: -5.6%
CBRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBRE to Watchlist:       View:      Get Complete CBRE Trend Analysis ➞

Stock Chart of Japan Smaller Capitalization Fund, Inc.JOF Japan Smaller Capitalization Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 172.247 Millions
Recent Price: 7.67    
Smart Investing & Trading Score: 65
Day Percent Change: 0.59%    
Day Change: 0.04
Week Change: 0.59%    
Year-to-date Change: 1.0%
JOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOF to Watchlist:       View:      Get Complete JOF Trend Analysis ➞

Stock Chart of Unum GroupUNM Unum Group
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 2760.9 Millions
Recent Price: 51.01    
Smart Investing & Trading Score: 65
Day Percent Change: 0.51%    
Day Change: 0.26
Week Change: 0.51%    
Year-to-date Change: 12.8%
UNM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNM to Watchlist:       View:      Get Complete UNM Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 26.33    
Smart Investing & Trading Score: 65
Day Percent Change: 0.46%    
Day Change: 0.12
Week Change: 0.46%    
Year-to-date Change: -1.5%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG 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: 45.93    
Smart Investing & Trading Score: 65
Day Percent Change: 0.42%    
Day Change: 0.19
Week Change: 0.42%    
Year-to-date Change: 11.8%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF JanuaryKJAN Innovator Russell 2000 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.54    
Smart Investing & Trading Score: 65
Day Percent Change: 0.41%    
Day Change: 0.14
Week Change: 0.41%    
Year-to-date Change: 0.6%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of Dimensional US Core Equity Market ETFDFAU Dimensional US Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.54    
Smart Investing & Trading Score: 65
Day Percent Change: 0.37%    
Day Change: 0.13
Week Change: 0.37%    
Year-to-date Change: 6.9%
DFAU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAU to Watchlist:       View:      Get Complete DFAU Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.03    
Smart Investing & Trading Score: 65
Day Percent Change: 0.32%    
Day Change: 0.10
Week Change: 0.32%    
Year-to-date Change: 1.9%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of Demz Political Contributions ETFDEMZ Demz Political Contributions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.95    
Smart Investing & Trading Score: 65
Day Percent Change: 0.16%    
Day Change: 0.05
Week Change: 0.16%    
Year-to-date Change: 8.4%
DEMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEMZ to Watchlist:       View:      Get Complete DEMZ Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.24    
Smart Investing & Trading Score: 65
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: 0.06%    
Year-to-date Change: 2.1%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of NI Holdings, Inc.NODK NI Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 238.112 Millions
Recent Price: 14.97    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 15.2%
NODK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NODK to Watchlist:       View:      Get Complete NODK Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.39    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 5.0%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of Nationwide Risk Managed Income ETFNUSI Nationwide Risk Managed Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.08    
Smart Investing & Trading Score: 65
Day Percent Change: -0.22%    
Day Change: -0.05
Week Change: -0.22%    
Year-to-date Change: 2.9%
NUSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUSI to Watchlist:       View:      Get Complete NUSI Trend Analysis ➞

Stock Chart of T. Rowe Price Blue Chip Growth ETFTCHP T. Rowe Price Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.52    
Smart Investing & Trading Score: 65
Day Percent Change: -0.17%    
Day Change: -0.06
Week Change: -0.17%    
Year-to-date Change: 11.7%
TCHP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCHP to Watchlist:       View:      Get Complete TCHP Trend Analysis ➞

Stock Chart of Barings Corporate InvestorsMCI Barings Corporate Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.607 Millions
Recent Price: 18.05    
Smart Investing & Trading Score: 65
Day Percent Change: 1.46%    
Day Change: 0.26
Week Change: 1.46%    
Year-to-date Change: -2.1%
MCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCI to Watchlist:       View:      Get Complete MCI Trend Analysis ➞

Stock Chart of Citizens, Inc.CIA Citizens, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 341.986 Millions
Recent Price: 2.18    
Smart Investing & Trading Score: 64
Day Percent Change: 4.81%    
Day Change: 0.10
Week Change: 4.81%    
Year-to-date Change: -19.0%
CIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIA to Watchlist:       View:      Get Complete CIA Trend Analysis ➞

Stock Chart of Southern States Bancshares, Inc.SSBK Southern States Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 187 Millions
Recent Price: 25.25    
Smart Investing & Trading Score: 64
Day Percent Change: 3.74%    
Day Change: 0.91
Week Change: 3.74%    
Year-to-date Change: -14.2%
SSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSBK to Watchlist:       View:      Get Complete SSBK Trend Analysis ➞

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