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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%
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%
CIKCredit Suisse Asset Mgmt2.91490.34%-7.03%
MCRMFS Charter Closed-End Fund - Debt6.21490.32%-3.87%
NCVAllianzGI Convertible Closed-End Fund - Debt3.17490.32%-5.93%
ECCEagle Point Closed-End Fund - Debt10.06490.30%5.89%
MHNBlackRock Muni Closed-End Fund - Debt10.31490.15%-1.90%
DHFBNY  Closed-End Fund - Debt2.34490.00%2.18%
HIXWestern Asset Closed-End Fund - Debt4.3749-0.23%-11.90%
NFJAllianzGI NFJ Closed-End Fund - Equity12.0249-0.17%-4.60%
SIXH6 Meridian Exchange Traded Fund35.43490.40%6.40%
IGAVoya Global Closed-End Fund - Foreign8.76480.57%2.82%
BKBank of New York Asset Mgmt56.60480.25%8.74%
OXSQOxford Square Asset Mgmt3.2148-2.43%12.24%
HCIHCI  Insurance111.7648-2.19%27.87%
ARCCAres Capital  Investments20.5448-1.49%2.55%
JPMJPMorgan Chase Banks191.6648-0.10%12.67%
EOSEaton Vance Closed-End Fund - Equity19.87481.43%6.14%
NIMNuveen Select Closed-End Fund - Debt8.88480.40%0.68%
SVIIUSpring Valley SPAC11.18480.00%2.19%
KCGIKensington Capital SPAC10.91480.00%2.06%
PAIWestern Asset Closed-End Fund - Debt11.9548-1.53%-0.79%
MOONDirexion Moonshot Exchange Traded Fund9.55473.35%-16.08%
NXJNuveen New Asset Mgmt11.82470.60%0.34%
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 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 Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.91    
Smart Investing & Trading Score: 49
Day Percent Change: 0.34%    
Day Change: 0.01
Week Change: 0.87%    
Year-to-date Change: -7.0%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK 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 Eagle Point Credit Company Inc.ECC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 173.207 Millions
Recent Price: 10.06    
Smart Investing & Trading Score: 49
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: 0.4%    
Year-to-date Change: 5.9%
ECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECC to Watchlist:       View:      Get Complete ECC Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.31    
Smart Investing & Trading Score: 49
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 0.88%    
Year-to-date Change: -1.9%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.34    
Smart Investing & Trading Score: 49
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.86%    
Year-to-date Change: 2.2%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.37    
Smart Investing & Trading Score: 49
Day Percent Change: -0.23%    
Day Change: -0.01
Week Change: 0.46%    
Year-to-date Change: -11.9%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX 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 6 Meridian Hedged Equity Index Option Strategy ETFSIXH 6 Meridian Hedged Equity Index Option Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.43    
Smart Investing & Trading Score: 49
Day Percent Change: 0.40%    
Day Change: 0.14
Week Change: -0.23%    
Year-to-date Change: 6.4%
SIXH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXH to Watchlist:       View:      Get Complete SIXH Trend Analysis ➞

Stock Chart of Voya Global Advantage and Premium Opportunity FundIGA Voya Global Advantage and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 122.047 Millions
Recent Price: 8.76    
Smart Investing & Trading Score: 48
Day Percent Change: 0.57%    
Day Change: 0.05
Week Change: -1.79%    
Year-to-date Change: 2.8%
IGA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGA to Watchlist:       View:      Get Complete IGA Trend Analysis ➞

Stock Chart of The Bank of New York Mellon CorporationBK The Bank of New York Mellon Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 29807.5 Millions
Recent Price: 56.60    
Smart Investing & Trading Score: 48
Day Percent Change: 0.25%    
Day Change: 0.14
Week Change: -1.26%    
Year-to-date Change: 8.7%
BK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BK to Watchlist:       View:      Get Complete BK Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.21    
Smart Investing & Trading Score: 48
Day Percent Change: -2.43%    
Day Change: -0.08
Week Change: 0.31%    
Year-to-date Change: 12.2%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of HCI Group, Inc.HCI HCI Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 297.412 Millions
Recent Price: 111.76    
Smart Investing & Trading Score: 48
Day Percent Change: -2.19%    
Day Change: -2.50
Week Change: -2.82%    
Year-to-date Change: 27.9%
HCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCI to Watchlist:       View:      Get Complete HCI Trend Analysis ➞

Stock Chart of Ares Capital CorporationARCC Ares Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 4478.8 Millions
Recent Price: 20.54    
Smart Investing & Trading Score: 48
Day Percent Change: -1.49%    
Day Change: -0.31
Week Change: -1.15%    
Year-to-date Change: 2.6%
ARCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARCC to Watchlist:       View:      Get Complete ARCC Trend Analysis ➞

Stock Chart of JPMorgan Chase & Co.JPM JPMorgan Chase & Co.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 279736 Millions
Recent Price: 191.66    
Smart Investing & Trading Score: 48
Day Percent Change: -0.10%    
Day Change: -0.20
Week Change: -0.95%    
Year-to-date Change: 12.7%
JPM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPM to Watchlist:       View:      Get Complete JPM Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income Fund IIEOS Eaton Vance Enhanced Equity Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 595.947 Millions
Recent Price: 19.87    
Smart Investing & Trading Score: 48
Day Percent Change: 1.43%    
Day Change: 0.28
Week Change: 1.43%    
Year-to-date Change: 6.1%
EOS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOS to Watchlist:       View:      Get Complete EOS Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.88    
Smart Investing & Trading Score: 48
Day Percent Change: 0.40%    
Day Change: 0.04
Week Change: 0.34%    
Year-to-date Change: 0.7%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Spring Valley Acquisition Corp. IISVIIU Spring Valley Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 324 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
SVIIU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVIIU to Watchlist:       View:      Get Complete SVIIU Trend Analysis ➞

Stock Chart of Kensington Capital Acquisition Corp. VKCGI Kensington Capital Acquisition Corp. V
Sector: Financials
SubSector: SPAC
MarketCap: 365 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.1%
KCGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCGI to Watchlist:       View:      Get Complete KCGI Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 48
Day Percent Change: -1.53%    
Day Change: -0.19
Week Change: 0.31%    
Year-to-date Change: -0.8%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Direxion Moonshot Innovators ETFMOON Direxion Moonshot Innovators ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 9.55    
Smart Investing & Trading Score: 47
Day Percent Change: 3.35%    
Day Change: 0.31
Week Change: 2.47%    
Year-to-date Change: -16.1%
MOON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOON to Watchlist:       View:      Get Complete MOON Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.82    
Smart Investing & Trading Score: 47
Day Percent Change: 0.60%    
Day Change: 0.07
Week Change: 1.63%    
Year-to-date Change: 0.3%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

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