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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 19, 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 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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%
BFKBlackRock Municipal Closed-End Fund - Debt9.9515-0.40%-0.70%
VVRInvesco Senior Closed-End Fund - Debt4.2659-0.23%-0.70%
BLWBlackRock  Closed-End Fund - Debt13.40250.19%-0.70%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.9315-0.22%-0.70%
AXSAXIS Capital Insurance61.47561.25%-0.71%
EQHEquitable  Insurance36.24681.68%-0.71%
JPCNuveen Preferred Closed-End Fund - Debt6.8632-0.29%-0.72%
CFGCitizens  Regional Banks32.9048-0.36%-0.72%
PHDPioneer Floating Closed-End Fund - Debt9.5844-0.31%-0.73%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.21300.49%-0.73%
CFFSCF Acquisition SPAC10.840-0.73%-0.73%
EVVEaton Vance Asset Mgmt9.38320.11%-0.74%
DUOFangdd Network Property Mgmt0.40322.83%-0.74%
TDSBCabana Target Exchange Traded Fund21.51220.25%-0.74%
ORIOld Republic Insurance29.12511.68%-0.75%
IQIInvesco Quality Closed-End Fund - Debt9.31100.00%-0.75%
GFNew Germany Closed-End Fund - Foreign8.34350.48%-0.75%
TWOTwo Harbors Mortgage11.90251.02%-0.75%
NXJNuveen New Asset Mgmt11.8525-0.08%-0.75%
AFBAllianceBernstein National Closed-End Fund - Debt10.4618-0.29%-0.76%
FTFranklin Universal Closed-End Fund - Debt6.45320.16%-0.77%
NVGNuveen AMT-Free Asset Mgmt11.6123-0.17%-0.77%
PMFPIMCO Municipal Closed-End Fund - Debt8.9210-0.78%-0.78%
NWLINational Western Life Insurance487.21310.08%-0.78%
FRHCFreedom Holding Asset Mgmt67.58423.30%-0.78%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 BlackRock Municipal Income TrustBFK BlackRock Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 500.707 Millions
Recent Price: 9.95    
Smart Investing & Trading Score: 15
Day Percent Change: -0.40%    
Day Change: -0.04
Week Change: -0.7%    
Year-to-date Change: -1.2%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK 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: 4.26    
Smart Investing & Trading Score: 59
Day Percent Change: -0.23%    
Day Change: -0.01
Week Change: -0.7%    
Year-to-date Change: 3.9%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 13.40    
Smart Investing & Trading Score: 25
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: -0.7%    
Year-to-date Change: -4.1%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 15
Day Percent Change: -0.22%    
Day Change: -0.02
Week Change: -0.7%    
Year-to-date Change: -0.7%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 61.47    
Smart Investing & Trading Score: 56
Day Percent Change: 1.25%    
Day Change: 0.76
Week Change: -0.71%    
Year-to-date Change: 11.0%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS Trend Analysis ➞

Stock Chart of Equitable Holdings, Inc.EQH Equitable Holdings, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 5520.07 Millions
Recent Price: 36.24    
Smart Investing & Trading Score: 68
Day Percent Change: 1.68%    
Day Change: 0.60
Week Change: -0.71%    
Year-to-date Change: 8.8%
EQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQH to Watchlist:       View:      Get Complete EQH Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 6.86    
Smart Investing & Trading Score: 32
Day Percent Change: -0.29%    
Day Change: -0.02
Week Change: -0.72%    
Year-to-date Change: 1.5%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Citizens Financial Group, Inc.CFG Citizens Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 8225.19 Millions
Recent Price: 32.90    
Smart Investing & Trading Score: 48
Day Percent Change: -0.36%    
Day Change: -0.12
Week Change: -0.72%    
Year-to-date Change: -0.7%
CFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFG to Watchlist:       View:      Get Complete CFG Trend Analysis ➞

Stock Chart of Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.58    
Smart Investing & Trading Score: 44
Day Percent Change: -0.31%    
Day Change: -0.03
Week Change: -0.73%    
Year-to-date Change: 4.5%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.21    
Smart Investing & Trading Score: 30
Day Percent Change: 0.49%    
Day Change: 0.04
Week Change: -0.73%    
Year-to-date Change: -1.8%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.84    
Smart Investing & Trading Score: 0
Day Percent Change: -0.73%    
Day Change: -0.08
Week Change: -0.73%    
Year-to-date Change: -0.1%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.38    
Smart Investing & Trading Score: 32
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -0.74%    
Year-to-date Change: -2.1%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of Fangdd Network Group Ltd.DUO Fangdd Network Group Ltd.
Sector: Financials
SubSector: Property Management
MarketCap: 783.142 Millions
Recent Price: 0.40    
Smart Investing & Trading Score: 32
Day Percent Change: 2.83%    
Day Change: 0.01
Week Change: -0.74%    
Year-to-date Change: -40.6%
DUO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DUO to Watchlist:       View:      Get Complete DUO Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 7 ETFTDSB Cabana Target Drawdown 7 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.51    
Smart Investing & Trading Score: 22
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: -0.74%    
Year-to-date Change: -0.7%
TDSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSB to Watchlist:       View:      Get Complete TDSB Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 29.12    
Smart Investing & Trading Score: 51
Day Percent Change: 1.68%    
Day Change: 0.48
Week Change: -0.75%    
Year-to-date Change: -1.0%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.31    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.75%    
Year-to-date Change: -2.1%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of The New Germany Fund, Inc.GF The New Germany Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 152.547 Millions
Recent Price: 8.34    
Smart Investing & Trading Score: 35
Day Percent Change: 0.48%    
Day Change: 0.04
Week Change: -0.75%    
Year-to-date Change: -4.6%
GF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GF to Watchlist:       View:      Get Complete GF Trend Analysis ➞

Stock Chart of Two Harbors Investment Corp.TWO Two Harbors Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1979.59 Millions
Recent Price: 11.90    
Smart Investing & Trading Score: 25
Day Percent Change: 1.02%    
Day Change: 0.12
Week Change: -0.75%    
Year-to-date Change: -14.6%
TWO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TWO to Watchlist:       View:      Get Complete TWO 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: 11.85    
Smart Investing & Trading Score: 25
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.75%    
Year-to-date Change: 0.6%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.46    
Smart Investing & Trading Score: 18
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: -0.76%    
Year-to-date Change: -3.5%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.45    
Smart Investing & Trading Score: 32
Day Percent Change: 0.16%    
Day Change: 0.01
Week Change: -0.77%    
Year-to-date Change: -3.0%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.61    
Smart Investing & Trading Score: 23
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: -0.77%    
Year-to-date Change: -1.8%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of PIMCO Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.92    
Smart Investing & Trading Score: 10
Day Percent Change: -0.78%    
Day Change: -0.07
Week Change: -0.78%    
Year-to-date Change: -4.4%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 487.21    
Smart Investing & Trading Score: 31
Day Percent Change: 0.08%    
Day Change: 0.41
Week Change: -0.78%    
Year-to-date Change: 0.9%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Freedom Holding Corp.FRHC Freedom Holding Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 777.003 Millions
Recent Price: 67.58    
Smart Investing & Trading Score: 42
Day Percent Change: 3.30%    
Day Change: 2.16
Week Change: -0.78%    
Year-to-date Change: -16.2%
FRHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRHC to Watchlist:       View:      Get Complete FRHC Trend Analysis ➞

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