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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
April 29, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 63 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 56 and hence an improvement of trend.

 Year To Date Performance: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
63 / 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
LCGSterling Capital Exchange Traded Fund27.7871.98%-0.76%
PCQPIMCO California Closed-End Fund - Debt9.0410-0.11%-0.77%
WIAWestern Asset Closed-End Fund - Debt7.90120.62%-0.77%
STRSStratus Properties Real Estatet22.76691.61%-0.78%
NIMNuveen Select Closed-End Fund - Debt8.8580.00%-0.78%
EIGEmployers  Insurance44.01511.15%-0.79%
GLPIGaming and REIT - 42.467-2.23%-0.79%
MQTBlackRock MuniYield Closed-End Fund - Debt9.8070.20%-0.81%
UBFOUnited Security Regional Banks7.2917-1.49%-0.82%
ILPTIndustrial Logistics REIT - Industrial3.6315-2.42%-0.82%
VOYAVoya  Asset Mgmt68.3570.60%-0.84%
VBFInvesco Bond Closed-End Fund - Debt15.20140.20%-0.85%
CRBGCorebridge  Asset Mgmt26.75460.26%-0.85%
BROBrown & Brown Insurance81.4643-1.00%-0.86%
ENXEaton Vance Asset Mgmt9.440-0.13%-0.86%
FSBCFive Star Banks - Regional21.7517-0.46%-0.87%
FORForestar  Real Estatet31.33380.06%-0.89%
CVBFCVB  Regional Banks16.4827-0.18%-0.90%
APLEApple Hospitality REIT15.0000.00%-0.92%
ROROATAC US Exchange Traded Fund17.04301.16%-0.93%
FAMFirst Trust/Aberdeen Closed-End Fund - Debt6.35251.11%-0.94%
MYDBlackRock MuniYield Closed-End Fund - Debt10.55170.29%-0.94%
VTNInvesco Trust Closed-End Fund - Debt10.35100.10%-0.96%
METMetLife  Life Insurance70.4238-2.06%-0.97%
WSFSWSFS  Regional Banks42.8517-3.77%-0.97%
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 8.56% and is currently outperforming the overall market by 2.42% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 63
YTD Performance: 8.56%
**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 [515%] Hippo [140%] Gladstone Capital[100%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[52%]
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
B. Riley[84.2%] Oportun [35.8%] Root [24.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
Provident Bancorp[14%] TOP [13.6%] Globe Life[13.5%]
Trustmark [12.4%] Coinbase Global[12.1%] Shinhan [12%]
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
Office Properties[-73%] New York[-71%] Texas Pacific[-62%]
Douglas Elliman[-59%] Fathom [-56%] Hywin [-54%]
FRP [-52%] Fanhua [-49%] eHealth [-48%]
OppFi [-48%] AlTi Global[-48%] RE/MAX [-47%]
.
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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Lemonade [100] Oppenheimer [100]
Greene County[100] Uniti [100] Metals Acquisition[100]
PayPal [100] Victory Capital[100] Community Healthcare[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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1748-0.350.957.91%
IYGFinancial Services  64.61680.081.888.16%
KRERegional Banking  48.1959-0.581.84-8.09%
IXGGlobal Financials  84.1970-0.301.617.14%
VFHFinancials  98.9368-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7278-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.36670.151.96-5.73%
EUFNEurope Financials  22.46680.542.327.16%
PGFFinancial Preferred  14.57240.000.28-0.07%
 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 Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.78    
Smart Investing & Trading Score: 7
Day Percent Change: 1.98%    
Day Change: 0.54
Week Change: -0.76%    
Year-to-date Change: -2.4%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.04    
Smart Investing & Trading Score: 10
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.77%    
Year-to-date Change: -3.0%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.90    
Smart Investing & Trading Score: 12
Day Percent Change: 0.62%    
Day Change: 0.05
Week Change: -0.77%    
Year-to-date Change: -2.7%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Stratus Properties Inc.STRS Stratus Properties Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 167.819 Millions
Recent Price: 22.76    
Smart Investing & Trading Score: 69
Day Percent Change: 1.61%    
Day Change: 0.36
Week Change: -0.78%    
Year-to-date Change: -21.1%
STRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STRS to Watchlist:       View:      Get Complete STRS 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: 8.85    
Smart Investing & Trading Score: 8
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.78%    
Year-to-date Change: 0.3%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Employers Holdings, Inc.EIG Employers Holdings, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1202.6 Millions
Recent Price: 44.01    
Smart Investing & Trading Score: 51
Day Percent Change: 1.15%    
Day Change: 0.50
Week Change: -0.79%    
Year-to-date Change: 11.7%
EIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIG to Watchlist:       View:      Get Complete EIG Trend Analysis ➞

Stock Chart of Gaming and Leisure Properties, Inc.GLPI Gaming and Leisure Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4922.33 Millions
Recent Price: 42.46    
Smart Investing & Trading Score: 7
Day Percent Change: -2.23%    
Day Change: -0.97
Week Change: -0.79%    
Year-to-date Change: -14.0%
GLPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLPI to Watchlist:       View:      Get Complete GLPI Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund II, Inc.MQT BlackRock MuniYield Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 239.707 Millions
Recent Price: 9.80    
Smart Investing & Trading Score: 7
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: -0.81%    
Year-to-date Change: -5.3%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.29    
Smart Investing & Trading Score: 17
Day Percent Change: -1.49%    
Day Change: -0.11
Week Change: -0.82%    
Year-to-date Change: -13.3%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Industrial Logistics Properties TrustILPT Industrial Logistics Properties Trust
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 988.549 Millions
Recent Price: 3.63    
Smart Investing & Trading Score: 15
Day Percent Change: -2.42%    
Day Change: -0.09
Week Change: -0.82%    
Year-to-date Change: -22.8%
ILPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ILPT to Watchlist:       View:      Get Complete ILPT Trend Analysis ➞

Stock Chart of Voya Financial, Inc.VOYA Voya Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 4771.23 Millions
Recent Price: 68.35    
Smart Investing & Trading Score: 7
Day Percent Change: 0.60%    
Day Change: 0.41
Week Change: -0.84%    
Year-to-date Change: -6.3%
VOYA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VOYA to Watchlist:       View:      Get Complete VOYA Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.20    
Smart Investing & Trading Score: 14
Day Percent Change: 0.20%    
Day Change: 0.03
Week Change: -0.85%    
Year-to-date Change: -0.1%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of Corebridge Financial, Inc.CRBG Corebridge Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 11170 Millions
Recent Price: 26.75    
Smart Investing & Trading Score: 46
Day Percent Change: 0.26%    
Day Change: 0.07
Week Change: -0.85%    
Year-to-date Change: 23.4%
CRBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRBG to Watchlist:       View:      Get Complete CRBG Trend Analysis ➞

Stock Chart of Brown & Brown, Inc.BRO Brown & Brown, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 10475.7 Millions
Recent Price: 81.46    
Smart Investing & Trading Score: 43
Day Percent Change: -1.00%    
Day Change: -0.82
Week Change: -0.86%    
Year-to-date Change: 14.6%
BRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRO to Watchlist:       View:      Get Complete BRO Trend Analysis ➞

Stock Chart of Eaton Vance New York Municipal Bond FundENX Eaton Vance New York Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 187.303 Millions
Recent Price: 9.44    
Smart Investing & Trading Score: 0
Day Percent Change: -0.13%    
Day Change: -0.01
Week Change: -0.86%    
Year-to-date Change: -2.2%
ENX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ENX to Watchlist:       View:      Get Complete ENX Trend Analysis ➞

Stock Chart of Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 21.75    
Smart Investing & Trading Score: 17
Day Percent Change: -0.46%    
Day Change: -0.10
Week Change: -0.87%    
Year-to-date Change: -16.9%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

Stock Chart of Forestar Group Inc.FOR Forestar Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 661.019 Millions
Recent Price: 31.33    
Smart Investing & Trading Score: 38
Day Percent Change: 0.06%    
Day Change: 0.02
Week Change: -0.89%    
Year-to-date Change: -5.3%
FOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOR to Watchlist:       View:      Get Complete FOR Trend Analysis ➞

Stock Chart of CVB Financial Corp.CVBF CVB Financial Corp.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2699.99 Millions
Recent Price: 16.48    
Smart Investing & Trading Score: 27
Day Percent Change: -0.18%    
Day Change: -0.03
Week Change: -0.9%    
Year-to-date Change: -18.4%
CVBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVBF to Watchlist:       View:      Get Complete CVBF Trend Analysis ➞

Stock Chart of Apple Hospitality REIT, Inc.APLE Apple Hospitality REIT, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1515.74 Millions
Recent Price: 15.00    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.92%    
Year-to-date Change: -9.7%
APLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APLE to Watchlist:       View:      Get Complete APLE Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.04    
Smart Investing & Trading Score: 30
Day Percent Change: 1.16%    
Day Change: 0.20
Week Change: -0.93%    
Year-to-date Change: -3.7%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of First Trust/Aberdeen Global Opportunity Income FundFAM First Trust/Aberdeen Global Opportunity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 6.35    
Smart Investing & Trading Score: 25
Day Percent Change: 1.11%    
Day Change: 0.07
Week Change: -0.94%    
Year-to-date Change: 1.0%
FAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAM to Watchlist:       View:      Get Complete FAM Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 17
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: -0.94%    
Year-to-date Change: -2.1%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD 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: 10.35    
Smart Investing & Trading Score: 10
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.96%    
Year-to-date Change: -0.6%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of MetLife, Inc.MET MetLife, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 26272.9 Millions
Recent Price: 70.42    
Smart Investing & Trading Score: 38
Day Percent Change: -2.06%    
Day Change: -1.48
Week Change: -0.97%    
Year-to-date Change: 6.5%
MET Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MET to Watchlist:       View:      Get Complete MET Trend Analysis ➞

Stock Chart of WSFS Financial CorporationWSFS WSFS Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1191.29 Millions
Recent Price: 42.85    
Smart Investing & Trading Score: 17
Day Percent Change: -3.77%    
Day Change: -1.68
Week Change: -0.97%    
Year-to-date Change: -6.7%
WSFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSFS to Watchlist:       View:      Get Complete WSFS Trend Analysis ➞

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