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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 2, 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%
DMFBNY  Asset Mgmt6.6850-0.07%2.85%
MMIMarcus & Millichap Real Estatet32.56493.46%-25.46%
FINVFinVolution  Credit Services5.03493.29%2.65%
DOUGDouglas Elliman Financials Services1.39492.96%-52.56%
BANCBanc of California Regional Banks14.22492.23%5.88%
CCNECNB  Regional Banks19.39491.95%-14.17%
upstUpstart  Credit Services23.26491.75%-42.58%
EBTCEnterprise Bancorp S&L24.93491.28%-22.71%
HWBKHawthorn Bancshares Regional Banks19.22491.16%-24.24%
DXDynex Capital Mortgage11.99491.10%-4.23%
BWGLegg Mason Closed-End Fund - Debt8.07490.88%-3.41%
PZCPIMCO California Closed-End Fund - Debt7.13490.71%-3.26%
NVGNuveen AMT-Free Asset Mgmt11.68490.60%-1.18%
VKIInvesco Advantage Closed-End Fund - Debt8.35490.60%-1.18%
NMZNuveen Municipal Asset Mgmt10.37490.58%4.96%
SPXXNuveen S&P Closed-End Fund - Equity15.39490.46%2.33%
ERCWells Fargo Asset Mgmt9.05490.44%-4.13%
MINMFS Intermediate Closed-End Fund - Debt2.62490.38%-2.24%
ECATBlackRock ESG Closed-End Fund - Equity16.37490.37%1.27%
BKTBlackRock ome Closed-End Fund - Debt11.36490.35%-6.73%
MCRMFS Charter Closed-End Fund - Debt6.21490.32%-3.87%
NCVAllianzGI Convertible Closed-End Fund - Debt3.17490.32%-5.93%
BTZBlackRock Credit Closed-End Fund - Debt10.24490.29%-0.78%
NFJAllianzGI NFJ Closed-End Fund - Equity12.0249-0.17%-4.60%
PFDFlaherty & Crumrine Preferred ome Fund Closed-End Fund - Debt10.1149-0.10%2.33%
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 [444%] Hippo [99%] Gladstone Capital[98%]
Banco Macro[96%] Grupo Financiero[84%] 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 [30.4%] Office Properties[28.4%] Huize Holding[22.6%]
Heartland [21%] Industrial Logistics[17.5%] Douglas Elliman[16.8%]
LendingClub [15.2%] KE [13.6%] New York[13.5%]
SelectQuote [11.8%] Skyward Specialty[11.4%] eXp World[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 [-54%] 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] Farmers & Merchants Bancorp[100]
AXIS Capital[100] KraneShares Trust[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  40.46360.25-0.887.61%
IAIBroker-Dealers & Secs 113.15780.960.124.26%
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 97.90250.62-2.7118.45%
FAZFinancial Bear 3X 11.1844-0.712.95-18.22%
UYGFinancials  62.28280.21-2.1512.83%
IATRegional Banks  41.90790.960.430.14%
KIEInsurance  49.31540.331.619.04%
PSCFSmallCap Financials  46.24560.00-0.25-5.97%
EUFNEurope Financials  22.57711.550.517.71%
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 BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.68    
Smart Investing & Trading Score: 50
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 0.68%    
Year-to-date Change: 2.9%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 32.56    
Smart Investing & Trading Score: 49
Day Percent Change: 3.46%    
Day Change: 1.09
Week Change: 0.9%    
Year-to-date Change: -25.5%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 5.03    
Smart Investing & Trading Score: 49
Day Percent Change: 3.29%    
Day Change: 0.16
Week Change: 2.86%    
Year-to-date Change: 2.7%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV Trend Analysis ➞

Stock Chart of Douglas Elliman Inc.DOUG Douglas Elliman Inc.
Sector: Financials
SubSector: Financials Services
MarketCap: 197 Millions
Recent Price: 1.39    
Smart Investing & Trading Score: 49
Day Percent Change: 2.96%    
Day Change: 0.04
Week Change: 16.81%    
Year-to-date Change: -52.6%
DOUG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DOUG to Watchlist:       View:      Get Complete DOUG Trend Analysis ➞

Stock Chart of Banc of California, Inc.BANC Banc of California, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 459.929 Millions
Recent Price: 14.22    
Smart Investing & Trading Score: 49
Day Percent Change: 2.23%    
Day Change: 0.31
Week Change: -0.7%    
Year-to-date Change: 5.9%
BANC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANC to Watchlist:       View:      Get Complete BANC Trend Analysis ➞

Stock Chart of CNB Financial CorporationCCNE CNB Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 286.599 Millions
Recent Price: 19.39    
Smart Investing & Trading Score: 49
Day Percent Change: 1.95%    
Day Change: 0.37
Week Change: 1.68%    
Year-to-date Change: -14.2%
CCNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCNE to Watchlist:       View:      Get Complete CCNE Trend Analysis ➞

Stock Chart of Upstart Holdings, Inc.upst Upstart Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2900 Millions
Recent Price: 23.26    
Smart Investing & Trading Score: 49
Day Percent Change: 1.75%    
Day Change: 0.40
Week Change: -0.81%    
Year-to-date Change: -42.6%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of Enterprise Bancorp, Inc.EBTC Enterprise Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 304.53 Millions
Recent Price: 24.93    
Smart Investing & Trading Score: 49
Day Percent Change: 1.28%    
Day Change: 0.31
Week Change: 0.14%    
Year-to-date Change: -22.7%
EBTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBTC to Watchlist:       View:      Get Complete EBTC Trend Analysis ➞

Stock Chart of Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 19.22    
Smart Investing & Trading Score: 49
Day Percent Change: 1.16%    
Day Change: 0.22
Week Change: 1.75%    
Year-to-date Change: -24.2%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.DX Dynex Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 327.839 Millions
Recent Price: 11.99    
Smart Investing & Trading Score: 49
Day Percent Change: 1.10%    
Day Change: 0.13
Week Change: 0.59%    
Year-to-date Change: -4.2%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 8.07    
Smart Investing & Trading Score: 49
Day Percent Change: 0.88%    
Day Change: 0.07
Week Change: 2.02%    
Year-to-date Change: -3.4%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

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: 49
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 Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.68    
Smart Investing & Trading Score: 49
Day Percent Change: 0.60%    
Day Change: 0.07
Week Change: 0.86%    
Year-to-date Change: -1.2%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.35    
Smart Investing & Trading Score: 49
Day Percent Change: 0.60%    
Day Change: 0.05
Week Change: 1.46%    
Year-to-date Change: -1.2%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI 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: 49
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 ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 49
Day Percent Change: 0.46%    
Day Change: 0.07
Week Change: 0.85%    
Year-to-date Change: 2.3%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 9.05    
Smart Investing & Trading Score: 49
Day Percent Change: 0.44%    
Day Change: 0.04
Week Change: 1.74%    
Year-to-date Change: -4.1%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.62    
Smart Investing & Trading Score: 49
Day Percent Change: 0.38%    
Day Change: 0.01
Week Change: 0.38%    
Year-to-date Change: -2.2%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.37    
Smart Investing & Trading Score: 49
Day Percent Change: 0.37%    
Day Change: 0.06
Week Change: 1.11%    
Year-to-date Change: 1.3%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 49
Day Percent Change: 0.35%    
Day Change: 0.04
Week Change: 1.16%    
Year-to-date Change: -6.7%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.21    
Smart Investing & Trading Score: 49
Day Percent Change: 0.32%    
Day Change: 0.02
Week Change: 0.98%    
Year-to-date Change: -3.9%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income FundNCV AllianzGI Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 303.307 Millions
Recent Price: 3.17    
Smart Investing & Trading Score: 49
Day Percent Change: 0.32%    
Day Change: 0.01
Week Change: -0.31%    
Year-to-date Change: -5.9%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of BlackRock Credit Allocation Income TrustBTZ BlackRock Credit Allocation Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1023.07 Millions
Recent Price: 10.24    
Smart Investing & Trading Score: 49
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 1.49%    
Year-to-date Change: -0.8%
BTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTZ to Watchlist:       View:      Get Complete BTZ Trend Analysis ➞

Stock Chart of AllianzGI NFJ Dividend, Interest & Premium Strategy FundNFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 783.047 Millions
Recent Price: 12.02    
Smart Investing & Trading Score: 49
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: -0.33%    
Year-to-date Change: -4.6%
NFJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFJ to Watchlist:       View:      Get Complete NFJ Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Fund Inc.PFD Flaherty & Crumrine Preferred Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 111.707 Millions
Recent Price: 10.11    
Smart Investing & Trading Score: 49
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 1.51%    
Year-to-date Change: 2.3%
PFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFD to Watchlist:       View:      Get Complete PFD Trend Analysis ➞

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