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Best Financial Stocks

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%
PZCPIMCO California Closed-End Fund - Debt7.13570.71%-3.26%
FSDFirst Trust Closed-End Fund - Debt11.72570.60%-3.06%
ETVEaton Vance Closed-End Fund - Equity12.73570.55%3.24%
AMBCAmbac  Insurance14.89570.47%-9.65%
DSMBNY  Closed-End Fund - Debt5.65570.36%-1.05%
CMUMFS High Closed-End Fund - Debt3.27570.25%-1.27%
NACNuveen California Closed-End Fund - Debt10.82570.19%-2.43%
WEAWestern Asset Closed-End Fund - Debt10.74570.08%-0.56%
RCSPIMCO Strategic Closed-End Fund - Debt5.9057-0.34%-2.96%
IGIWestern Asset Asset Mgmt16.8457-0.30%-4.21%
DSLDoubleLine ome Closed-End Fund - Debt12.3057-0.16%0.49%
GHYPGIM Global Closed-End Fund - Debt11.5657-0.09%1.76%
CINFCinnati  Insurance116.1656-0.97%12.28%
EFREaton Vance Closed-End Fund - Debt13.0956-0.08%3.40%
GEOGEO  REIT14.98561.63%38.32%
BSIGBrightSphere  Asset Mgmt22.62560.89%18.06%
CIBBancolombia S.A Foreign Banks33.40551.37%8.55%
EVTEaton Vance Closed-End Fund - Equity22.79550.71%2.43%
NWLINational Western Life Insurance488.90550.14%1.22%
FLVAmerican Century Exchange Traded Fund63.24550.13%3.38%
FMAYFT Cboe Exchange Traded Fund43.33550.06%4.89%
MRCCMonroe Capital Mortgage7.2755-0.41%2.90%
KRCKilroy Realty REIT - Office34.27553.16%-13.98%
RPARRPAR Risk Exchange Traded Fund18.73550.64%-2.09%
NMZNuveen Municipal Asset Mgmt10.37550.58%4.96%
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]
360 Finance[100] ING Groep[100] Markel [100]
Genworth [100] Ventas [100] EverQuote [100]
AXIS Capital[100] China Fund[100] KraneShares Trust[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  63.89460.55-1.116.95%
KRERegional Banking  49.02861.641.72-6.5%
IXGGlobal Financials  84.11660.61-0.17.04%
VFHFinancials  98.37460.62-0.576.62%
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  41.90860.960.430.14%
KIEInsurance  49.29540.281.579%
PSCFSmallCap Financials  46.92931.471.21-4.6%
EUFNEurope Financials  22.59661.620.587.78%
PGFFinancial Preferred  14.64250.270.480.41%
 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 PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.13    
Smart Investing & Trading Score: 57
Day Percent Change: 0.71%    
Day Change: 0.05
Week Change: 0.99%    
Year-to-date Change: -3.3%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 57
Day Percent Change: 0.60%    
Day Change: 0.07
Week Change: 1.12%    
Year-to-date Change: -3.1%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.73    
Smart Investing & Trading Score: 57
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: 1.03%    
Year-to-date Change: 3.2%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Ambac Financial Group, Inc.AMBC Ambac Financial Group, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 587.818 Millions
Recent Price: 14.89    
Smart Investing & Trading Score: 57
Day Percent Change: 0.47%    
Day Change: 0.07
Week Change: 2.06%    
Year-to-date Change: -9.7%
AMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMBC to Watchlist:       View:      Get Complete AMBC Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.65    
Smart Investing & Trading Score: 57
Day Percent Change: 0.36%    
Day Change: 0.02
Week Change: 1.44%    
Year-to-date Change: -1.1%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM 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: 3.27    
Smart Investing & Trading Score: 57
Day Percent Change: 0.25%    
Day Change: 0.01
Week Change: 1.46%    
Year-to-date Change: -1.3%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 57
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.84%    
Year-to-date Change: -2.4%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.74    
Smart Investing & Trading Score: 57
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.37%    
Year-to-date Change: -0.6%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of PIMCO Strategic Income Fund, Inc.RCS PIMCO Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 246.607 Millions
Recent Price: 5.90    
Smart Investing & Trading Score: 57
Day Percent Change: -0.34%    
Day Change: -0.02
Week Change: 3.69%    
Year-to-date Change: -3.0%
RCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RCS to Watchlist:       View:      Get Complete RCS Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Defined Opportunity Trust Inc.IGI Western Asset Investment Grade Defined Opportunity Trust Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 176.503 Millions
Recent Price: 16.84    
Smart Investing & Trading Score: 57
Day Percent Change: -0.30%    
Day Change: -0.05
Week Change: 1.38%    
Year-to-date Change: -4.2%
IGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGI to Watchlist:       View:      Get Complete IGI Trend Analysis ➞

Stock Chart of DoubleLine Income Solutions FundDSL DoubleLine Income Solutions Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1313.37 Millions
Recent Price: 12.30    
Smart Investing & Trading Score: 57
Day Percent Change: -0.16%    
Day Change: -0.02
Week Change: 0.57%    
Year-to-date Change: 0.5%
DSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSL to Watchlist:       View:      Get Complete DSL Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.56    
Smart Investing & Trading Score: 57
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.7%    
Year-to-date Change: 1.8%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Cincinnati Financial CorporationCINF Cincinnati Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 13637 Millions
Recent Price: 116.16    
Smart Investing & Trading Score: 56
Day Percent Change: -0.97%    
Day Change: -1.14
Week Change: 4.76%    
Year-to-date Change: 12.3%
CINF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CINF to Watchlist:       View:      Get Complete CINF Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 56
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.38%    
Year-to-date Change: 3.4%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 14.98    
Smart Investing & Trading Score: 56
Day Percent Change: 1.63%    
Day Change: 0.24
Week Change: 0.74%    
Year-to-date Change: 38.3%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of BrightSphere Investment Group Inc.BSIG BrightSphere Investment Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 430.103 Millions
Recent Price: 22.62    
Smart Investing & Trading Score: 56
Day Percent Change: 0.89%    
Day Change: 0.20
Week Change: 0.04%    
Year-to-date Change: 18.1%
BSIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSIG to Watchlist:       View:      Get Complete BSIG Trend Analysis ➞

Stock Chart of Bancolombia S.A.CIB Bancolombia S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 5031.99 Millions
Recent Price: 33.40    
Smart Investing & Trading Score: 55
Day Percent Change: 1.37%    
Day Change: 0.45
Week Change: 1.77%    
Year-to-date Change: 8.6%
CIB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIB to Watchlist:       View:      Get Complete CIB Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.79    
Smart Investing & Trading Score: 55
Day Percent Change: 0.71%    
Day Change: 0.16
Week Change: -0.39%    
Year-to-date Change: 2.4%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 488.90    
Smart Investing & Trading Score: 55
Day Percent Change: 0.14%    
Day Change: 0.70
Week Change: 0.12%    
Year-to-date Change: 1.2%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI 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: 63.24    
Smart Investing & Trading Score: 55
Day Percent Change: 0.13%    
Day Change: 0.08
Week Change: -0.27%    
Year-to-date Change: 3.4%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV 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: 43.33    
Smart Investing & Trading Score: 55
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: -0.14%    
Year-to-date Change: 4.9%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of Monroe Capital CorporationMRCC Monroe Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 139.439 Millions
Recent Price: 7.27    
Smart Investing & Trading Score: 55
Day Percent Change: -0.41%    
Day Change: -0.03
Week Change: -0.68%    
Year-to-date Change: 2.9%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC Trend Analysis ➞

Stock Chart of Kilroy Realty CorporationKRC Kilroy Realty Corporation
Sector: Financials
SubSector: REIT - Office
MarketCap: 6390.46 Millions
Recent Price: 34.27    
Smart Investing & Trading Score: 55
Day Percent Change: 3.16%    
Day Change: 1.05
Week Change: 3.41%    
Year-to-date Change: -14.0%
KRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRC to Watchlist:       View:      Get Complete KRC Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.73    
Smart Investing & Trading Score: 55
Day Percent Change: 0.64%    
Day Change: 0.12
Week Change: 0.11%    
Year-to-date Change: -2.1%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR 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: 10.37    
Smart Investing & Trading Score: 55
Day Percent Change: 0.58%    
Day Change: 0.06
Week Change: 1.17%    
Year-to-date Change: 5.0%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

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