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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%
KSMDWS Strategic Closed-End Fund - Debt9.4944-0.25%9.71%
MHFWestern Asset Closed-End Fund - Debt6.7844-0.15%5.61%
GDXUMicroSectors Gold Exchange Traded Fund35.01431.24%4.85%
VVRInvesco Senior Closed-End Fund - Debt4.29430.00%4.63%
ZTRVirtus Total Closed-End Fund - Equity5.3843-0.74%-2.36%
WHGWestwood  Asset Mgmt12.5443-0.40%-0.24%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.1043-0.07%5.62%
GOODOGladstone Commercial REIT - 19.38431.39%0.21%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity11.17430.99%-4.94%
JCENuveen Core Closed-End Fund - Equity13.70430.66%1.11%
FPHFive Point REIT - 3.04424.47%-0.98%
EHTHeHealth  Insurance4.60423.25%-47.25%
BRKLBrookline Bancorp S&L8.74422.94%-19.89%
FSVFirstService  Property Mgmt150.77422.88%-6.98%
OPFIOppFi  Credit Services2.78422.58%-45.60%
DHCDiversified Healthcare REIT2.42422.54%-35.29%
ALTIAlTi Global Asset Mgmt4.90422.30%-45.98%
FRBAFirst Bank Regional Banks12.10421.77%-17.69%
FLICFirst of Long Island Regional Banks10.06421.72%-24.02%
STWDStarwood Property Mortgage19.37421.31%-7.85%
NRONeuberger Berman Asset Mgmt3.17421.28%-0.63%
BWFGBankwell  Regional Banks23.89421.23%-20.84%
CFRCullen/Frost Bankers Regional - Southwest Banks106.45421.10%-1.88%
NCZAllianzGI Convertible Closed-End Fund - Debt2.84420.71%-4.70%
STAGSTAG Industrial REIT - Industrial34.97420.46%-10.93%
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 DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 9.49    
Smart Investing & Trading Score: 44
Day Percent Change: -0.25%    
Day Change: -0.02
Week Change: -0.42%    
Year-to-date Change: 9.7%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.78    
Smart Investing & Trading Score: 44
Day Percent Change: -0.15%    
Day Change: -0.01
Week Change: -0.29%    
Year-to-date Change: 5.6%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of MicroSectors Gold Miners 3X Leveraged ETNsGDXU MicroSectors Gold Miners 3X Leveraged ETNs
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.01    
Smart Investing & Trading Score: 43
Day Percent Change: 1.24%    
Day Change: 0.43
Week Change: -9.81%    
Year-to-date Change: 4.9%
GDXU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDXU to Watchlist:       View:      Get Complete GDXU Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 507.307 Millions
Recent Price: 4.29    
Smart Investing & Trading Score: 43
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.7%    
Year-to-date Change: 4.6%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 5.38    
Smart Investing & Trading Score: 43
Day Percent Change: -0.74%    
Day Change: -0.04
Week Change: -0.19%    
Year-to-date Change: -2.4%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of Westwood Holdings Group, Inc.WHG Westwood Holdings Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 172.103 Millions
Recent Price: 12.54    
Smart Investing & Trading Score: 43
Day Percent Change: -0.40%    
Day Change: -0.05
Week Change: -2.11%    
Year-to-date Change: -0.2%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.10    
Smart Investing & Trading Score: 43
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -0.07%    
Year-to-date Change: 5.6%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODO Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 538 Millions
Recent Price: 19.38    
Smart Investing & Trading Score: 43
Day Percent Change: 1.39%    
Day Change: 0.27
Week Change: 2.22%    
Year-to-date Change: 0.2%
GOODO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODO to Watchlist:       View:      Get Complete GOODO Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund, Inc.RFI Cohen & Steers Total Return Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 221.147 Millions
Recent Price: 11.17    
Smart Investing & Trading Score: 43
Day Percent Change: 0.99%    
Day Change: 0.11
Week Change: 0.27%    
Year-to-date Change: -4.9%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of Nuveen Core Equity Alpha FundJCE Nuveen Core Equity Alpha Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 13.70    
Smart Investing & Trading Score: 43
Day Percent Change: 0.66%    
Day Change: 0.09
Week Change: 0.22%    
Year-to-date Change: 1.1%
JCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCE to Watchlist:       View:      Get Complete JCE Trend Analysis ➞

Stock Chart of Five Point Holdings, LLCFPH Five Point Holdings, LLC
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 339.953 Millions
Recent Price: 3.04    
Smart Investing & Trading Score: 42
Day Percent Change: 4.47%    
Day Change: 0.13
Week Change: 5.19%    
Year-to-date Change: -1.0%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

Stock Chart of eHealth, Inc.EHTH eHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 2813.57 Millions
Recent Price: 4.60    
Smart Investing & Trading Score: 42
Day Percent Change: 3.25%    
Day Change: 0.14
Week Change: 1.55%    
Year-to-date Change: -47.3%
EHTH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHTH to Watchlist:       View:      Get Complete EHTH Trend Analysis ➞

Stock Chart of Brookline Bancorp, Inc.BRKL Brookline Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 894.43 Millions
Recent Price: 8.74    
Smart Investing & Trading Score: 42
Day Percent Change: 2.94%    
Day Change: 0.25
Week Change: 4.86%    
Year-to-date Change: -19.9%
BRKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKL to Watchlist:       View:      Get Complete BRKL Trend Analysis ➞

Stock Chart of FirstService CorporationFSV FirstService Corporation
Sector: Financials
SubSector: Property Management
MarketCap: 2793.92 Millions
Recent Price: 150.77    
Smart Investing & Trading Score: 42
Day Percent Change: 2.88%    
Day Change: 4.22
Week Change: 0.65%    
Year-to-date Change: -7.0%
FSV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSV to Watchlist:       View:      Get Complete FSV Trend Analysis ➞

Stock Chart of OppFi Inc.OPFI OppFi Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 226 Millions
Recent Price: 2.78    
Smart Investing & Trading Score: 42
Day Percent Change: 2.58%    
Day Change: 0.07
Week Change: 4.51%    
Year-to-date Change: -45.6%
OPFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPFI to Watchlist:       View:      Get Complete OPFI Trend Analysis ➞

Stock Chart of Diversified Healthcare TrustDHC Diversified Healthcare Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 814.114 Millions
Recent Price: 2.42    
Smart Investing & Trading Score: 42
Day Percent Change: 2.54%    
Day Change: 0.06
Week Change: -0.41%    
Year-to-date Change: -35.3%
DHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHC to Watchlist:       View:      Get Complete DHC Trend Analysis ➞

Stock Chart of AlTi Global, Inc.ALTI AlTi Global, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 917 Millions
Recent Price: 4.90    
Smart Investing & Trading Score: 42
Day Percent Change: 2.30%    
Day Change: 0.11
Week Change: 3.38%    
Year-to-date Change: -46.0%
ALTI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTI to Watchlist:       View:      Get Complete ALTI Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 12.10    
Smart Investing & Trading Score: 42
Day Percent Change: 1.77%    
Day Change: 0.21
Week Change: -0.33%    
Year-to-date Change: -17.7%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 10.06    
Smart Investing & Trading Score: 42
Day Percent Change: 1.72%    
Day Change: 0.17
Week Change: -4.19%    
Year-to-date Change: -24.0%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of Starwood Property Trust, Inc.STWD Starwood Property Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 3447.09 Millions
Recent Price: 19.37    
Smart Investing & Trading Score: 42
Day Percent Change: 1.31%    
Day Change: 0.25
Week Change: -0.67%    
Year-to-date Change: -7.9%
STWD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STWD to Watchlist:       View:      Get Complete STWD Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund Inc.NRO Neuberger Berman Real Estate Securities Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 126.103 Millions
Recent Price: 3.17    
Smart Investing & Trading Score: 42
Day Percent Change: 1.28%    
Day Change: 0.04
Week Change: 0.32%    
Year-to-date Change: -0.6%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of Bankwell Financial Group, Inc.BWFG Bankwell Financial Group, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 142.899 Millions
Recent Price: 23.89    
Smart Investing & Trading Score: 42
Day Percent Change: 1.23%    
Day Change: 0.29
Week Change: 0.21%    
Year-to-date Change: -20.8%
BWFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWFG to Watchlist:       View:      Get Complete BWFG Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 106.45    
Smart Investing & Trading Score: 42
Day Percent Change: 1.10%    
Day Change: 1.16
Week Change: -0.59%    
Year-to-date Change: -1.9%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income Fund IINCZ AllianzGI Convertible & Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 217.907 Millions
Recent Price: 2.84    
Smart Investing & Trading Score: 42
Day Percent Change: 0.71%    
Day Change: 0.02
Week Change: 0.71%    
Year-to-date Change: -4.7%
NCZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCZ to Watchlist:       View:      Get Complete NCZ Trend Analysis ➞

Stock Chart of STAG Industrial, Inc.STAG STAG Industrial, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 3767.49 Millions
Recent Price: 34.97    
Smart Investing & Trading Score: 42
Day Percent Change: 0.46%    
Day Change: 0.16
Week Change: 1.42%    
Year-to-date Change: -10.9%
STAG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STAG to Watchlist:       View:      Get Complete STAG Trend Analysis ➞

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