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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%
BCHBanco de Foreign Banks22.05320.96%-1.03%
RMIRiverNorth Opportunistic Closed-End Fund - Debt15.4225-0.32%-1.03%
MHIPioneer Municipal Closed-End Fund - Debt8.5418-0.47%-1.04%
WDWalker & Dunlop Mortgage89.9818-1.02%-1.04%
MMDMainStay MacKay Closed-End Fund - Debt16.078-0.06%-1.05%
ECATBlackRock ESG Closed-End Fund - Equity16.27310.54%-1.05%
HTLFHeartland  Regional - Southwest Banks33.48201.42%-1.06%
MUJBlackRock Muni Closed-End Fund - Debt11.1523-0.62%-1.06%
PFSIPennyMac  Mortgage87.00380.75%-1.06%
IBTXIndependent Bank Regional Banks40.12251.44%-1.06%
DSMBNY  Closed-End Fund - Debt5.5710-0.36%-1.07%
HQHTekla Healthcare Closed-End Fund - Equity15.780-1.87%-1.07%
PFISPeoples  Regional Banks36.9910-0.13%-1.07%
PFGPripal  Life Insurance78.96380.61%-1.08%
ETOEaton Vance Closed-End Fund - Equity23.87100.00%-1.08%
BTOJohn Hancock Closed-End Fund - Equity26.65100.76%-1.08%
HWBKHawthorn Bancshares Regional Banks20.97252.29%-1.08%
NAVINavient  Credit Services16.26250.99%-1.09%
OXSQOxford Square Asset Mgmt3.17661.12%-1.09%
TRSTTrustCo Bank Regional Banks25.96200.19%-1.10%
SCDLMP Capital Closed-End Fund - Equity14.4349-2.50%-1.10%
AWPAberdeen Global Closed-End Fund - Foreign3.5927-0.55%-1.10%
EPRTEssential Properties REIT - 25.16611.00%-1.10%
BPOPPopular  Foreign Banks81.83251.19%-1.11%
PBProsperity Bancshares Regional - Southwest Banks59.69150.51%-1.11%
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  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33430.45-0.44.77%
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  14.4518-0.28-1.57-0.89%
 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 Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 22.05    
Smart Investing & Trading Score: 32
Day Percent Change: 0.96%    
Day Change: 0.21
Week Change: -1.03%    
Year-to-date Change: -4.5%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of RiverNorth Opportunistic Municipal Income Fund, Inc.RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 108.907 Millions
Recent Price: 15.42    
Smart Investing & Trading Score: 25
Day Percent Change: -0.32%    
Day Change: -0.05
Week Change: -1.03%    
Year-to-date Change: 1.3%
RMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMI to Watchlist:       View:      Get Complete RMI Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.54    
Smart Investing & Trading Score: 18
Day Percent Change: -0.47%    
Day Change: -0.04
Week Change: -1.04%    
Year-to-date Change: -1.0%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of Walker & Dunlop, Inc.WD Walker & Dunlop, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1312.99 Millions
Recent Price: 89.98    
Smart Investing & Trading Score: 18
Day Percent Change: -1.02%    
Day Change: -0.93
Week Change: -1.04%    
Year-to-date Change: -18.9%
WD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WD to Watchlist:       View:      Get Complete WD Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.07    
Smart Investing & Trading Score: 8
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -1.05%    
Year-to-date Change: -1.1%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.27    
Smart Investing & Trading Score: 31
Day Percent Change: 0.54%    
Day Change: 0.09
Week Change: -1.05%    
Year-to-date Change: 0.6%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of Heartland Financial USA, Inc.HTLF Heartland Financial USA, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1143.85 Millions
Recent Price: 33.48    
Smart Investing & Trading Score: 20
Day Percent Change: 1.42%    
Day Change: 0.47
Week Change: -1.06%    
Year-to-date Change: -11.0%
HTLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTLF to Watchlist:       View:      Get Complete HTLF 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: 11.15    
Smart Investing & Trading Score: 23
Day Percent Change: -0.62%    
Day Change: -0.07
Week Change: -1.06%    
Year-to-date Change: -2.3%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ 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: 38
Day Percent Change: 0.75%    
Day Change: 0.65
Week Change: -1.06%    
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 Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 40.12    
Smart Investing & Trading Score: 25
Day Percent Change: 1.44%    
Day Change: 0.57
Week Change: -1.06%    
Year-to-date Change: -21.2%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.57    
Smart Investing & Trading Score: 10
Day Percent Change: -0.36%    
Day Change: -0.02
Week Change: -1.07%    
Year-to-date Change: -2.5%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Tekla Healthcare InvestorsHQH Tekla Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 660.347 Millions
Recent Price: 15.78    
Smart Investing & Trading Score: 0
Day Percent Change: -1.87%    
Day Change: -0.30
Week Change: -1.07%    
Year-to-date Change: -4.8%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 36.99    
Smart Investing & Trading Score: 10
Day Percent Change: -0.13%    
Day Change: -0.05
Week Change: -1.07%    
Year-to-date Change: -24.1%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Principal Financial Group, Inc.PFG Principal Financial Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 8178.86 Millions
Recent Price: 78.96    
Smart Investing & Trading Score: 38
Day Percent Change: 0.61%    
Day Change: 0.48
Week Change: -1.08%    
Year-to-date Change: 0.4%
PFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFG to Watchlist:       View:      Get Complete PFG Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 23.87    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.08%    
Year-to-date Change: 1.0%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO Trend Analysis ➞

Stock Chart of John Hancock Financial Opportunities FundBTO John Hancock Financial Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 326.747 Millions
Recent Price: 26.65    
Smart Investing & Trading Score: 10
Day Percent Change: 0.76%    
Day Change: 0.20
Week Change: -1.08%    
Year-to-date Change: -11.4%
BTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTO to Watchlist:       View:      Get Complete BTO Trend Analysis ➞

Stock Chart of Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 20.97    
Smart Investing & Trading Score: 25
Day Percent Change: 2.29%    
Day Change: 0.47
Week Change: -1.08%    
Year-to-date Change: -17.3%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of Navient CorporationNAVI Navient Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 1362.48 Millions
Recent Price: 16.26    
Smart Investing & Trading Score: 25
Day Percent Change: 0.99%    
Day Change: 0.16
Week Change: -1.09%    
Year-to-date Change: -12.7%
NAVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAVI to Watchlist:       View:      Get Complete NAVI Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.17    
Smart Investing & Trading Score: 66
Day Percent Change: 1.12%    
Day Change: 0.04
Week Change: -1.09%    
Year-to-date Change: 10.7%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of TrustCo Bank Corp NYTRST TrustCo Bank Corp NY
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 543.999 Millions
Recent Price: 25.96    
Smart Investing & Trading Score: 20
Day Percent Change: 0.19%    
Day Change: 0.05
Week Change: -1.1%    
Year-to-date Change: -16.4%
TRST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRST to Watchlist:       View:      Get Complete TRST Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 14.43    
Smart Investing & Trading Score: 49
Day Percent Change: -2.50%    
Day Change: -0.37
Week Change: -1.1%    
Year-to-date Change: 3.0%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP Aberdeen Global Premier Properties Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 313.447 Millions
Recent Price: 3.59    
Smart Investing & Trading Score: 27
Day Percent Change: -0.55%    
Day Change: -0.02
Week Change: -1.1%    
Year-to-date Change: -7.5%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of Essential Properties Realty Trust, Inc.EPRT Essential Properties Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1424.43 Millions
Recent Price: 25.16    
Smart Investing & Trading Score: 61
Day Percent Change: 1.00%    
Day Change: 0.25
Week Change: -1.1%    
Year-to-date Change: -1.6%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT Trend Analysis ➞

Stock Chart of Popular, Inc.BPOP Popular, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 2671.99 Millions
Recent Price: 81.83    
Smart Investing & Trading Score: 25
Day Percent Change: 1.19%    
Day Change: 0.96
Week Change: -1.11%    
Year-to-date Change: -0.3%
BPOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BPOP to Watchlist:       View:      Get Complete BPOP Trend Analysis ➞

Stock Chart of Prosperity Bancshares, Inc.PB Prosperity Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 4682.25 Millions
Recent Price: 59.69    
Smart Investing & Trading Score: 15
Day Percent Change: 0.51%    
Day Change: 0.30
Week Change: -1.11%    
Year-to-date Change: -11.9%
PB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PB to Watchlist:       View:      Get Complete PB Trend Analysis ➞

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