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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%
PUKPrudential  Life Insurance18.58524.44%-17.24%
EGBNEagle Bancorp Regional Banks19.79524.32%-34.34%
CMTGClaros Mortgage REIT - Mortgage8.96522.75%-35.42%
KRNYKearny  S&L5.65522.54%-37.01%
AHTAshford Hospitality REIT1.24521.64%-36.08%
KJANInnovator Russell Exchange Traded Fund34.48520.85%0.44%
NQPNuveen Pennsylvania Closed-End Fund - Debt11.58520.61%0.00%
MFCManulife  Life Insurance23.70520.55%7.24%
NJULInnovator Nasdaq Exchange Traded Fund57.25520.53%3.98%
BITBlackRock Multi-Sector Closed-End Fund - Debt15.41520.21%2.73%
PHTPioneer High Closed-End Fund - Debt7.42520.14%3.71%
REFIChicago Atlantic REIT - Mortgage15.8052-0.22%-2.41%
HPIJohn Hancock Closed-End Fund - Debt16.2852-0.31%3.17%
AWFAllianceBernstein Global Closed-End Fund - Debt10.4352-0.29%3.06%
FIHLFidelis Insurance Insurance - 18.79511.46%48.71%
IPXXUInflection Point SPAC10.56510.38%2.03%
CITECartica Acquisition SPAC11.14510.00%2.11%
THCPThunder Bridge SPAC10.4551-0.48%2.25%
FBCGFidelity Blue Exchange Traded Fund37.64511.98%13.08%
ABAllianceBernstein Holding Asset Mgmt33.28510.51%7.25%
GBBKGlobal Blockchain SPAC10.84510.00%2.75%
ALSAAlpha Star SPAC11.37510.00%1.61%
BFACBattery Future SPAC11.12510.00%2.49%
GGNGAMCO Global  Investments4.0351-0.86%7.05%
EVEEVe Mobility SPAC11.0051-0.18%1.71%
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 Prudential plcPUK Prudential plc
Sector: Financials
SubSector: Life Insurance
MarketCap: 28247.4 Millions
Recent Price: 18.58    
Smart Investing & Trading Score: 52
Day Percent Change: 4.44%    
Day Change: 0.79
Week Change: 1.47%    
Year-to-date Change: -17.2%
PUK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUK to Watchlist:       View:      Get Complete PUK Trend Analysis ➞

Stock Chart of Eagle Bancorp, Inc.EGBN Eagle Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 906.559 Millions
Recent Price: 19.79    
Smart Investing & Trading Score: 52
Day Percent Change: 4.32%    
Day Change: 0.82
Week Change: 1.96%    
Year-to-date Change: -34.3%
EGBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EGBN to Watchlist:       View:      Get Complete EGBN Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 8.96    
Smart Investing & Trading Score: 52
Day Percent Change: 2.75%    
Day Change: 0.24
Week Change: 2.87%    
Year-to-date Change: -35.4%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of Kearny Financial Corp.KRNY Kearny Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 781.73 Millions
Recent Price: 5.65    
Smart Investing & Trading Score: 52
Day Percent Change: 2.54%    
Day Change: 0.14
Week Change: -1.22%    
Year-to-date Change: -37.0%
KRNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNY to Watchlist:       View:      Get Complete KRNY Trend Analysis ➞

Stock Chart of Ashford Hospitality Trust, Inc.AHT Ashford Hospitality Trust, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 171.034 Millions
Recent Price: 1.24    
Smart Investing & Trading Score: 52
Day Percent Change: 1.64%    
Day Change: 0.02
Week Change: 3.33%    
Year-to-date Change: -36.1%
AHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHT to Watchlist:       View:      Get Complete AHT 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: 34.48    
Smart Investing & Trading Score: 52
Day Percent Change: 0.85%    
Day Change: 0.29
Week Change: 0.23%    
Year-to-date Change: 0.4%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of Nuveen Pennsylvania Quality Municipal Income FundNQP Nuveen Pennsylvania Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 443.707 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 52
Day Percent Change: 0.61%    
Day Change: 0.07
Week Change: 1.31%    
Year-to-date Change: 0.0%
NQP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NQP to Watchlist:       View:      Get Complete NQP Trend Analysis ➞

Stock Chart of Manulife Financial CorporationMFC Manulife Financial Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 22188.7 Millions
Recent Price: 23.70    
Smart Investing & Trading Score: 52
Day Percent Change: 0.55%    
Day Change: 0.13
Week Change: 0.98%    
Year-to-date Change: 7.2%
MFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFC to Watchlist:       View:      Get Complete MFC Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 57.25    
Smart Investing & Trading Score: 52
Day Percent Change: 0.53%    
Day Change: 0.30
Week Change: -0.39%    
Year-to-date Change: 4.0%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 412.507 Millions
Recent Price: 15.41    
Smart Investing & Trading Score: 52
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 0%    
Year-to-date Change: 2.7%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.42    
Smart Investing & Trading Score: 52
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 1.02%    
Year-to-date Change: 3.7%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.80    
Smart Investing & Trading Score: 52
Day Percent Change: -0.22%    
Day Change: -0.04
Week Change: 0.96%    
Year-to-date Change: -2.4%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.28    
Smart Investing & Trading Score: 52
Day Percent Change: -0.31%    
Day Change: -0.05
Week Change: 0.18%    
Year-to-date Change: 3.2%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of AllianceBernstein Global High Income FundAWF AllianceBernstein Global High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 764.807 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 52
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: 0.87%    
Year-to-date Change: 3.1%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF Trend Analysis ➞

Stock Chart of Fidelis Insurance Holdings LimitedFIHL Fidelis Insurance Holdings Limited
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 1590 Millions
Recent Price: 18.79    
Smart Investing & Trading Score: 51
Day Percent Change: 1.46%    
Day Change: 0.27
Week Change: -3.64%    
Year-to-date Change: 48.7%
FIHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIHL to Watchlist:       View:      Get Complete FIHL Trend Analysis ➞

Stock Chart of Inflection Point Acquisition Corp. IIIPXXU Inflection Point Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 223 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 51
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: -0.09%    
Year-to-date Change: 2.0%
IPXXU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IPXXU to Watchlist:       View:      Get Complete IPXXU Trend Analysis ➞

Stock Chart of Cartica Acquisition CorpCITE Cartica Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 308 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: 2.1%
CITE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CITE to Watchlist:       View:      Get Complete CITE Trend Analysis ➞

Stock Chart of Thunder Bridge Capital Partners IV Inc.THCP Thunder Bridge Capital Partners IV Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 306 Millions
Recent Price: 10.45    
Smart Investing & Trading Score: 51
Day Percent Change: -0.48%    
Day Change: -0.05
Week Change: -0.57%    
Year-to-date Change: 2.3%
THCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THCP to Watchlist:       View:      Get Complete THCP Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Growth ETFFBCG Fidelity Blue Chip Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 37.64    
Smart Investing & Trading Score: 51
Day Percent Change: 1.98%    
Day Change: 0.73
Week Change: -0.11%    
Year-to-date Change: 13.1%
FBCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCG to Watchlist:       View:      Get Complete FBCG Trend Analysis ➞

Stock Chart of AllianceBernstein Holding L.P.AB AllianceBernstein Holding L.P.
Sector: Financials
SubSector: Asset Management
MarketCap: 1975.83 Millions
Recent Price: 33.28    
Smart Investing & Trading Score: 51
Day Percent Change: 0.51%    
Day Change: 0.17
Week Change: -0.83%    
Year-to-date Change: 7.3%
AB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AB to Watchlist:       View:      Get Complete AB Trend Analysis ➞

Stock Chart of Global Blockchain Acquisition Corp.GBBK Global Blockchain Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 231 Millions
Recent Price: 10.84    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.8%
GBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBBK to Watchlist:       View:      Get Complete GBBK Trend Analysis ➞

Stock Chart of Alpha Star Acquisition CorporationALSA Alpha Star Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.6%
ALSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALSA to Watchlist:       View:      Get Complete ALSA Trend Analysis ➞

Stock Chart of Battery Future Acquisition Corp.BFAC Battery Future Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 213 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: 2.5%
BFAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFAC to Watchlist:       View:      Get Complete BFAC Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.03    
Smart Investing & Trading Score: 51
Day Percent Change: -0.86%    
Day Change: -0.03
Week Change: -1.35%    
Year-to-date Change: 7.1%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of EVe Mobility Acquisition CorpEVE EVe Mobility Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 164 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 51
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.18%    
Year-to-date Change: 1.7%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE Trend Analysis ➞

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