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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 28, 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%
OIAInvesco Municipal Closed-End Fund - Debt6.12171.14%-0.97%
CMECME  Brokerage210.9441-0.75%-0.99%
EIMEaton Vance Asset Mgmt9.940-0.40%-1.00%
KMPRKemper  Insurance57.4312-2.18%-1.00%
BWGLegg Mason Closed-End Fund - Debt7.91170.38%-1.00%
PAIWestern Asset Closed-End Fund - Debt11.91271.50%-1.01%
CHMGChemung  Regional Banks43.0632-1.01%-1.01%
BHFANBrighthouse  Insurance Life18.5818-1.17%-1.01%
PSAPublic Storage REIT - Industrial257.7310-0.37%-1.02%
PMMPutnam Managed Closed-End Fund - Debt5.8400.09%-1.02%
HGTYHagerty  Insurance - Property & Casualty8.7643-0.57%-1.02%
NANNuveen New Closed-End Fund - Debt10.580-0.19%-1.03%
SBIWestern Asset Asset Mgmt7.66170.26%-1.03%
AJGArthur J. Insurance234.1133-1.20%-1.04%
HYIWestern Asset Asset Mgmt11.5670.48%-1.07%
MKTXMarketAxess  Brokerage201.79100.10%-1.09%
PFSIPennyMac  Mortgage87.00200.93%-1.09%
STHOStar  Financials Services11.7253-0.17%-1.10%
EVREvercore  Asset Mgmt184.29330.35%-1.11%
NAZNuveen Arizona Asset Mgmt10.55100.00%-1.12%
CIVBCivista Bancshares Regional Banks14.8535-1.79%-1.13%
THGHanover Insurance Insurance129.5925-1.34%-1.14%
PAXPatria s Asset Mgmt13.597-0.29%-1.16%
LXPLexington Realty REIT - 8.48170.36%-1.17%
IDEVoya Infrastructure Closed-End Fund - Equity10.18360.79%-1.17%
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 Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.12    
Smart Investing & Trading Score: 17
Day Percent Change: 1.14%    
Day Change: 0.07
Week Change: -0.97%    
Year-to-date Change: -3.6%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 210.94    
Smart Investing & Trading Score: 41
Day Percent Change: -0.75%    
Day Change: -1.60
Week Change: -0.99%    
Year-to-date Change: 0.2%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 0
Day Percent Change: -0.40%    
Day Change: -0.04
Week Change: -1%    
Year-to-date Change: -1.9%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 57.43    
Smart Investing & Trading Score: 12
Day Percent Change: -2.18%    
Day Change: -1.28
Week Change: -1%    
Year-to-date Change: 18.0%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR 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: 7.91    
Smart Investing & Trading Score: 17
Day Percent Change: 0.38%    
Day Change: 0.03
Week Change: -1%    
Year-to-date Change: -5.3%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG 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: 11.91    
Smart Investing & Trading Score: 27
Day Percent Change: 1.50%    
Day Change: 0.18
Week Change: -1.01%    
Year-to-date Change: -1.1%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 43.06    
Smart Investing & Trading Score: 32
Day Percent Change: -1.01%    
Day Change: -0.44
Week Change: -1.01%    
Year-to-date Change: -13.5%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAN Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance Life
MarketCap: 60157 Millions
Recent Price: 18.58    
Smart Investing & Trading Score: 18
Day Percent Change: -1.17%    
Day Change: -0.22
Week Change: -1.01%    
Year-to-date Change: 0.5%
BHFAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAN to Watchlist:       View:      Get Complete BHFAN Trend Analysis ➞

Stock Chart of Public StoragePSA Public Storage
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 32733.9 Millions
Recent Price: 257.73    
Smart Investing & Trading Score: 10
Day Percent Change: -0.37%    
Day Change: -0.95
Week Change: -1.02%    
Year-to-date Change: -15.5%
PSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSA to Watchlist:       View:      Get Complete PSA Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 0
Day Percent Change: 0.09%    
Day Change: 0.00
Week Change: -1.02%    
Year-to-date Change: -4.0%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of Hagerty, Inc.HGTY Hagerty, Inc.
Sector: Financials
SubSector: Insurance - Property & Casualty
MarketCap: 3110 Millions
Recent Price: 8.76    
Smart Investing & Trading Score: 43
Day Percent Change: -0.57%    
Day Change: -0.05
Week Change: -1.02%    
Year-to-date Change: 12.0%
HGTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HGTY to Watchlist:       View:      Get Complete HGTY Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.58    
Smart Investing & Trading Score: 0
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: -1.03%    
Year-to-date Change: -4.2%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of Western Asset Intermediate Muni Fund Inc.SBI Western Asset Intermediate Muni Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 109.803 Millions
Recent Price: 7.66    
Smart Investing & Trading Score: 17
Day Percent Change: 0.26%    
Day Change: 0.02
Week Change: -1.03%    
Year-to-date Change: -0.5%
SBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBI to Watchlist:       View:      Get Complete SBI Trend Analysis ➞

Stock Chart of Arthur J. Gallagher & Co.AJG Arthur J. Gallagher & Co.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 14852.2 Millions
Recent Price: 234.11    
Smart Investing & Trading Score: 33
Day Percent Change: -1.20%    
Day Change: -2.84
Week Change: -1.04%    
Year-to-date Change: 4.1%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.56    
Smart Investing & Trading Score: 7
Day Percent Change: 0.48%    
Day Change: 0.05
Week Change: -1.07%    
Year-to-date Change: -4.4%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 201.79    
Smart Investing & Trading Score: 10
Day Percent Change: 0.10%    
Day Change: 0.21
Week Change: -1.09%    
Year-to-date Change: -31.1%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 87.00    
Smart Investing & Trading Score: 20
Day Percent Change: 0.93%    
Day Change: 0.80
Week Change: -1.09%    
Year-to-date Change: -1.6%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of Star HoldingsSTHO Star Holdings
Sector: Financials
SubSector: Financials Services
MarketCap: 195 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 53
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: -1.1%    
Year-to-date Change: -21.8%
STHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STHO to Watchlist:       View:      Get Complete STHO Trend Analysis ➞

Stock Chart of Evercore Inc.EVR Evercore Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1989.83 Millions
Recent Price: 184.29    
Smart Investing & Trading Score: 33
Day Percent Change: 0.35%    
Day Change: 0.64
Week Change: -1.11%    
Year-to-date Change: 7.7%
EVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVR to Watchlist:       View:      Get Complete EVR Trend Analysis ➞

Stock Chart of Nuveen Arizona Quality Municipal Income FundNAZ Nuveen Arizona Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 146.903 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.12%    
Year-to-date Change: -1.5%
NAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAZ to Watchlist:       View:      Get Complete NAZ Trend Analysis ➞

Stock Chart of Civista Bancshares, Inc.CIVB Civista Bancshares, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 255.929 Millions
Recent Price: 14.85    
Smart Investing & Trading Score: 35
Day Percent Change: -1.79%    
Day Change: -0.27
Week Change: -1.13%    
Year-to-date Change: -19.5%
CIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIVB to Watchlist:       View:      Get Complete CIVB Trend Analysis ➞

Stock Chart of The Hanover Insurance Group, Inc.THG The Hanover Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3677.92 Millions
Recent Price: 129.59    
Smart Investing & Trading Score: 25
Day Percent Change: -1.34%    
Day Change: -1.76
Week Change: -1.14%    
Year-to-date Change: 6.7%
THG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THG to Watchlist:       View:      Get Complete THG Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.59    
Smart Investing & Trading Score: 7
Day Percent Change: -0.29%    
Day Change: -0.04
Week Change: -1.16%    
Year-to-date Change: -13.4%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

Stock Chart of Lexington Realty TrustLXP Lexington Realty Trust
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2483.43 Millions
Recent Price: 8.48    
Smart Investing & Trading Score: 17
Day Percent Change: 0.36%    
Day Change: 0.03
Week Change: -1.17%    
Year-to-date Change: -14.5%
LXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LXP to Watchlist:       View:      Get Complete LXP Trend Analysis ➞

Stock Chart of Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 133.047 Millions
Recent Price: 10.18    
Smart Investing & Trading Score: 36
Day Percent Change: 0.79%    
Day Change: 0.08
Week Change: -1.17%    
Year-to-date Change: 0.0%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

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