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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%
EMBDGlobal X Exchange Traded Fund22.34500.92%-0.53%
BGTBlackRock Floating Closed-End Fund - Debt12.91500.62%4.28%
EOIEaton Vance Closed-End Fund - Equity17.96500.28%8.32%
ESGRPEnstar  Insurance25.49500.00%1.63%
VMCAValuence Merger SPAC11.42500.00%2.51%
ESBAEmpire State REIT - Office9.2050-1.39%-2.13%
SLAMUSlam  SPAC11.0250-0.45%1.57%
MCMoelis &  Asset Mgmt51.86502.90%-7.61%
SSBSouth State Regional Banks78.25501.26%-7.34%
PHKPIMCO High Closed-End Fund - Debt4.82501.05%-3.41%
PCKPIMCO California Closed-End Fund - Debt5.76500.70%-0.69%
ACGLOArch Capital Insurance22.74500.66%-4.53%
MHIPioneer Municipal Closed-End Fund - Debt8.59500.59%-0.46%
NXPNuveen Select Closed-End Fund - Debt14.13500.50%-4.40%
CRVLCorVel  Insurance241.57500.39%-2.28%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.48500.37%-3.68%
NMRKNewmark  Property Mgmt9.98493.96%-8.94%
MMIMarcus & Millichap Real Estatet32.56493.46%-25.46%
upstUpstart  Credit Services23.26491.75%-42.58%
BETZRoundhill Sports Exchange Traded Fund17.06491.49%-1.73%
KJULInnovator Russell Exchange Traded Fund27.22491.16%-0.05%
HWBKHawthorn Bancshares Regional Banks19.20491.05%-24.32%
BWGLegg Mason Closed-End Fund - Debt8.07490.88%-3.41%
FFAFirst Trust Closed-End Fund - Equity18.32490.71%0.27%
NVGNuveen AMT-Free Asset Mgmt11.68490.60%-1.18%
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 Global X Emerging Markets Bond ETFEMBD Global X Emerging Markets Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.34    
Smart Investing & Trading Score: 50
Day Percent Change: 0.92%    
Day Change: 0.20
Week Change: -0.09%    
Year-to-date Change: -0.5%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.91    
Smart Investing & Trading Score: 50
Day Percent Change: 0.62%    
Day Change: 0.08
Week Change: 0.08%    
Year-to-date Change: 4.3%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 17.96    
Smart Investing & Trading Score: 50
Day Percent Change: 0.28%    
Day Change: 0.05
Week Change: 1.58%    
Year-to-date Change: 8.3%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.49    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.35%    
Year-to-date Change: 1.6%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.5%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of Empire State Realty OP, L.P.ESBA Empire State Realty OP, L.P.
Sector: Financials
SubSector: REIT - Office
MarketCap: 220.866 Millions
Recent Price: 9.20    
Smart Investing & Trading Score: 50
Day Percent Change: -1.39%    
Day Change: -0.13
Week Change: 2.11%    
Year-to-date Change: -2.1%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of Slam Corp.SLAMU Slam Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 422 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 50
Day Percent Change: -0.45%    
Day Change: -0.05
Week Change: -0.36%    
Year-to-date Change: 1.6%
SLAMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLAMU to Watchlist:       View:      Get Complete SLAMU Trend Analysis ➞

Stock Chart of Moelis & CompanyMC Moelis & Company
Sector: Financials
SubSector: Asset Management
MarketCap: 1675.93 Millions
Recent Price: 51.86    
Smart Investing & Trading Score: 50
Day Percent Change: 2.90%    
Day Change: 1.46
Week Change: 4.24%    
Year-to-date Change: -7.6%
MC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MC to Watchlist:       View:      Get Complete MC Trend Analysis ➞

Stock Chart of South State CorporationSSB South State Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2113.49 Millions
Recent Price: 78.25    
Smart Investing & Trading Score: 50
Day Percent Change: 1.26%    
Day Change: 0.97
Week Change: 0.38%    
Year-to-date Change: -7.3%
SSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSB to Watchlist:       View:      Get Complete SSB Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.82    
Smart Investing & Trading Score: 50
Day Percent Change: 1.05%    
Day Change: 0.05
Week Change: 0.63%    
Year-to-date Change: -3.4%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.76    
Smart Investing & Trading Score: 50
Day Percent Change: 0.70%    
Day Change: 0.04
Week Change: 1.05%    
Year-to-date Change: -0.7%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLO Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 7204.57 Millions
Recent Price: 22.74    
Smart Investing & Trading Score: 50
Day Percent Change: 0.66%    
Day Change: 0.15
Week Change: 1.38%    
Year-to-date Change: -4.5%
ACGLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLO to Watchlist:       View:      Get Complete ACGLO Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.59    
Smart Investing & Trading Score: 50
Day Percent Change: 0.59%    
Day Change: 0.05
Week Change: 0.82%    
Year-to-date Change: -0.5%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of Nuveen Select Tax-Free Income PortfolioNXP Nuveen Select Tax-Free Income Portfolio
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.907 Millions
Recent Price: 14.13    
Smart Investing & Trading Score: 50
Day Percent Change: 0.50%    
Day Change: 0.07
Week Change: 1.07%    
Year-to-date Change: -4.4%
NXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXP to Watchlist:       View:      Get Complete NXP Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 241.57    
Smart Investing & Trading Score: 50
Day Percent Change: 0.39%    
Day Change: 0.94
Week Change: 1.23%    
Year-to-date Change: -2.3%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.48    
Smart Investing & Trading Score: 50
Day Percent Change: 0.37%    
Day Change: 0.05
Week Change: 1.43%    
Year-to-date Change: -3.7%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of Newmark Group, Inc.NMRK Newmark Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 767.542 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 49
Day Percent Change: 3.96%    
Day Change: 0.38
Week Change: 2.25%    
Year-to-date Change: -8.9%
NMRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMRK to Watchlist:       View:      Get Complete NMRK 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 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 Roundhill Sports Betting & iGaming ETFBETZ Roundhill Sports Betting & iGaming ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.06    
Smart Investing & Trading Score: 49
Day Percent Change: 1.49%    
Day Change: 0.25
Week Change: 1.55%    
Year-to-date Change: -1.7%
BETZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BETZ to Watchlist:       View:      Get Complete BETZ Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.22    
Smart Investing & Trading Score: 49
Day Percent Change: 1.16%    
Day Change: 0.31
Week Change: 0.37%    
Year-to-date Change: -0.1%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

Stock Chart of Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 19.20    
Smart Investing & Trading Score: 49
Day Percent Change: 1.05%    
Day Change: 0.20
Week Change: 1.64%    
Year-to-date Change: -24.3%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK 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 First Trust Enhanced Equity Income FundFFA First Trust Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 206.247 Millions
Recent Price: 18.32    
Smart Investing & Trading Score: 49
Day Percent Change: 0.71%    
Day Change: 0.13
Week Change: -0.38%    
Year-to-date Change: 0.3%
FFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFA to Watchlist:       View:      Get Complete FFA 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 ➞

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