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Best Financial Stocks

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%
NIEAllianzGI Equity Asset Mgmt21.85300.60%4.50%
EVNEaton Vance Closed-End Fund - Debt9.87300.30%0.51%
VTNInvesco Trust Closed-End Fund - Debt10.43300.14%0.19%
VMOInvesco Municipal Closed-End Fund - Debt9.35300.11%-2.71%
MMUWestern Asset Closed-End Fund - Debt9.98300.10%-1.87%
MUEBlackRock Muni Closed-End Fund - Debt9.78300.00%-2.40%
UVEUniversal Insurance Insurance19.7230-1.65%23.40%
SIGIPSelective Insurance Insurance Property & Casualty18.2330-0.49%4.65%
HELXFranklin Genomic Exchange Traded Fund30.5130-0.22%-0.07%
ACPAberdeen ome Closed-End Fund - Debt6.5330-0.15%-3.97%
GLOClough Global Asset Mgmt4.91290.61%4.47%
IGDVoya Global Closed-End Fund - Foreign5.09290.59%2.41%
MUJBlackRock Muni Closed-End Fund - Debt11.1429-0.18%-2.37%
KRNLKernel  SPAC10.78280.00%0.28%
WDHWaterdrop  Insurance - 1.19282.16%13.18%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity11.02280.55%-9.97%
SIXA6 Meridian Exchange Traded Fund39.80280.39%8.39%
ACAssociated Capital Asset Mgmt32.22280.22%-9.77%
GHIXGores  SPAC10.54280.09%0.38%
CFFSCF Acquisition SPAC10.90280.00%0.51%
TRINTrinity Capital Asset Mgmt14.5028-1.36%0.00%
NUVNuveen Municipal Closed-End Fund - Debt8.5028-0.12%-1.16%
FANHFanhua  Insurance3.42274.27%-48.57%
CNFCNFinance  Credit Services1.85272.78%-16.67%
CTECGlobal X Exchange Traded Fund8.64270.00%-20.30%
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 AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.85    
Smart Investing & Trading Score: 30
Day Percent Change: 0.60%    
Day Change: 0.13
Week Change: -0.27%    
Year-to-date Change: 4.5%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 430.707 Millions
Recent Price: 9.87    
Smart Investing & Trading Score: 30
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: 0.3%    
Year-to-date Change: 0.5%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: 0.77%    
Year-to-date Change: 0.2%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.35    
Smart Investing & Trading Score: 30
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0.86%    
Year-to-date Change: -2.7%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Western Asset Managed Municipals Fund Inc.MMU Western Asset Managed Municipals Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 464.007 Millions
Recent Price: 9.98    
Smart Investing & Trading Score: 30
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.71%    
Year-to-date Change: -1.9%
MMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMU to Watchlist:       View:      Get Complete MMU Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II, Inc.MUE BlackRock MuniHoldings Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 240.007 Millions
Recent Price: 9.78    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.4%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of Universal Insurance Holdings, Inc.UVE Universal Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 616.212 Millions
Recent Price: 19.72    
Smart Investing & Trading Score: 30
Day Percent Change: -1.65%    
Day Change: -0.33
Week Change: 0.92%    
Year-to-date Change: 23.4%
UVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVE to Watchlist:       View:      Get Complete UVE Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGIP Selective Insurance Group, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 60157 Millions
Recent Price: 18.23    
Smart Investing & Trading Score: 30
Day Percent Change: -0.49%    
Day Change: -0.09
Week Change: 0.05%    
Year-to-date Change: 4.7%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP Trend Analysis ➞

Stock Chart of Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.51    
Smart Investing & Trading Score: 30
Day Percent Change: -0.22%    
Day Change: -0.07
Week Change: 1.87%    
Year-to-date Change: -0.1%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.53    
Smart Investing & Trading Score: 30
Day Percent Change: -0.15%    
Day Change: -0.01
Week Change: 0.15%    
Year-to-date Change: -4.0%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of Clough Global Opportunities FundGLO Clough Global Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 202.303 Millions
Recent Price: 4.91    
Smart Investing & Trading Score: 29
Day Percent Change: 0.61%    
Day Change: 0.03
Week Change: 0%    
Year-to-date Change: 4.5%
GLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLO to Watchlist:       View:      Get Complete GLO Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.09    
Smart Investing & Trading Score: 29
Day Percent Change: 0.59%    
Day Change: 0.03
Week Change: -2.86%    
Year-to-date Change: 2.4%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 29
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.45%    
Year-to-date Change: -2.4%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.78    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.3%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of Waterdrop Inc.WDH Waterdrop Inc.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 874 Millions
Recent Price: 1.19    
Smart Investing & Trading Score: 28
Day Percent Change: 2.16%    
Day Change: 0.03
Week Change: -1.25%    
Year-to-date Change: 13.2%
WDH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WDH to Watchlist:       View:      Get Complete WDH Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, Inc.RQI Cohen & Steers Quality Income Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 811.847 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 28
Day Percent Change: 0.55%    
Day Change: 0.06
Week Change: 0.27%    
Year-to-date Change: -10.0%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.80    
Smart Investing & Trading Score: 28
Day Percent Change: 0.39%    
Day Change: 0.16
Week Change: -1.14%    
Year-to-date Change: 8.4%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of Associated Capital Group, Inc.AC Associated Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 657.503 Millions
Recent Price: 32.22    
Smart Investing & Trading Score: 28
Day Percent Change: 0.22%    
Day Change: 0.07
Week Change: -0.4%    
Year-to-date Change: -9.8%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC Trend Analysis ➞

Stock Chart of Gores Holdings IX, Inc.GHIX Gores Holdings IX, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 664 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 28
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: 0.4%
GHIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHIX to Watchlist:       View:      Get Complete GHIX Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.5%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 14.50    
Smart Investing & Trading Score: 28
Day Percent Change: -1.36%    
Day Change: -0.20
Week Change: -4.51%    
Year-to-date Change: 0.0%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 28
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.59%    
Year-to-date Change: -1.2%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 3.42    
Smart Investing & Trading Score: 27
Day Percent Change: 4.27%    
Day Change: 0.14
Week Change: 0%    
Year-to-date Change: -48.6%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of CNFinance Holdings LimitedCNF CNFinance Holdings Limited
Sector: Financials
SubSector: Credit Services
MarketCap: 277.408 Millions
Recent Price: 1.85    
Smart Investing & Trading Score: 27
Day Percent Change: 2.78%    
Day Change: 0.05
Week Change: -1.07%    
Year-to-date Change: -16.7%
CNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNF to Watchlist:       View:      Get Complete CNF Trend Analysis ➞

Stock Chart of Global X CleanTech ETFCTEC Global X CleanTech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 8.64    
Smart Investing & Trading Score: 27
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.23%    
Year-to-date Change: -20.3%
CTEC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTEC to Watchlist:       View:      Get Complete CTEC Trend Analysis ➞

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