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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 20, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

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: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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%
IGDVoya Global Closed-End Fund - Foreign5.0017-0.20%-0.79%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.04250.06%-0.80%
MMDMainStay MacKay Closed-End Fund - Debt16.11250.25%-0.80%
FTFFranklin  Asset Mgmt6.1320-0.24%-0.81%
AMHAmerican Homes REIT35.27450.69%-0.82%
FAFFirst American Insurance56.58322.43%-0.82%
PMXPIMCO Municipal Closed-End Fund - Debt7.2510-0.48%-0.82%
BBUBrookfield Business Real Estatet19.44320.52%-0.82%
AWPAberdeen Global Closed-End Fund - Foreign3.60420.28%-0.83%
GDOWestern Asset Asset Mgmt12.00250.42%-0.83%
EVVEaton Vance Asset Mgmt9.3732-0.11%-0.85%
TSITCW Strategic Closed-End Fund - Debt4.6118-0.22%-0.86%
RWTRedwood Trust Mortgage5.68320.89%-0.87%
JPCNuveen Preferred Closed-End Fund - Debt6.8518-0.15%-0.87%
TEAFTortoise Essential Asset Mgmt11.42550.62%-0.87%
FFNWFirst  Regional Banks20.36370.15%-0.88%
DSMBNY  Closed-End Fund - Debt5.58100.18%-0.89%
CCiti  Banks59.14631.41%-0.90%
MQTBlackRock MuniYield Closed-End Fund - Debt9.88170.10%-0.90%
BGRBlackRock Energy Closed-End Fund - Equity13.19680.61%-0.90%
NYMTLNew York REIT - Mortgage19.63580.20%-0.91%
MUEBlackRock Muni Closed-End Fund - Debt9.7325-0.10%-0.92%
PEOAdams Natural Closed-End Fund - Equity23.37760.95%-0.93%
VVRInvesco Senior Closed-End Fund - Debt4.2558-0.23%-0.93%
CRVLCorVel  Insurance234.36382.07%-0.94%
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 7.39% and is currently outperforming the overall market by 4.01% 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: Very Good
Overall Trend Score: 63
YTD Performance: 7.39%
**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 [394%] Hippo [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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[-58%] Hywin [-57%] Fathom [-57%]
FRP [-52%] AlTi Global[-49%] eHealth [-49%]
Fanhua [-47%] Upstart [-46%] C&F [-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
BancFirst [100] Old Second[100] Angel Oak[100]
Tejon Ranch[100] United Fire[100] Victory Capital[100]
Wells Fargo[100] Macatawa Bank[100] Amerisafe [100]
ASA Gold[100] Stellus Capital[100] Golub Capital[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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30631.400.836.9%
IYGFinancial Services  63.42631.190.336.16%
KRERegional Banking  47.32422.621.72-9.75%
IXGGlobal Financials  82.86630.640.245.45%
VFHFinancials  97.75631.400.595.95%
KBEBank  44.41422.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74552.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47421.590.13-7.54%
EUFNEurope Financials  21.95630.370.274.72%
PGFFinancial Preferred  14.53250.55-1.02-0.34%
 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 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: 5.00    
Smart Investing & Trading Score: 17
Day Percent Change: -0.20%    
Day Change: -0.01
Week Change: -0.79%    
Year-to-date Change: 0.6%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.04    
Smart Investing & Trading Score: 25
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: -0.8%    
Year-to-date Change: 0.9%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO 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: 16.11    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -0.8%    
Year-to-date Change: -0.9%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Franklin Limited Duration Income TrustFTF Franklin Limited Duration Income Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 210.603 Millions
Recent Price: 6.13    
Smart Investing & Trading Score: 20
Day Percent Change: -0.24%    
Day Change: -0.01
Week Change: -0.81%    
Year-to-date Change: -1.5%
FTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTF to Watchlist:       View:      Get Complete FTF Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 6135.31 Millions
Recent Price: 35.27    
Smart Investing & Trading Score: 45
Day Percent Change: 0.69%    
Day Change: 0.24
Week Change: -0.82%    
Year-to-date Change: -1.9%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of First American Financial CorporationFAF First American Financial Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4163.82 Millions
Recent Price: 56.58    
Smart Investing & Trading Score: 32
Day Percent Change: 2.43%    
Day Change: 1.34
Week Change: -0.82%    
Year-to-date Change: -12.2%
FAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAF to Watchlist:       View:      Get Complete FAF Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.25    
Smart Investing & Trading Score: 10
Day Percent Change: -0.48%    
Day Change: -0.04
Week Change: -0.82%    
Year-to-date Change: -1.9%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of Brookfield Business Partners L.P.BBU Brookfield Business Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1612.19 Millions
Recent Price: 19.44    
Smart Investing & Trading Score: 32
Day Percent Change: 0.52%    
Day Change: 0.10
Week Change: -0.82%    
Year-to-date Change: -5.5%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU 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: 3.60    
Smart Investing & Trading Score: 42
Day Percent Change: 0.28%    
Day Change: 0.01
Week Change: -0.83%    
Year-to-date Change: -7.2%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 12.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: -0.83%    
Year-to-date Change: -6.0%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO 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: 9.37    
Smart Investing & Trading Score: 32
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.85%    
Year-to-date Change: -2.2%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.61    
Smart Investing & Trading Score: 18
Day Percent Change: -0.22%    
Day Change: -0.01
Week Change: -0.86%    
Year-to-date Change: 0.4%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of Redwood Trust, Inc.RWT Redwood Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 674.739 Millions
Recent Price: 5.68    
Smart Investing & Trading Score: 32
Day Percent Change: 0.89%    
Day Change: 0.05
Week Change: -0.87%    
Year-to-date Change: -23.4%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT 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: 6.85    
Smart Investing & Trading Score: 18
Day Percent Change: -0.15%    
Day Change: -0.01
Week Change: -0.87%    
Year-to-date Change: 1.3%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 55
Day Percent Change: 0.62%    
Day Change: 0.07
Week Change: -0.87%    
Year-to-date Change: -2.5%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of First Financial Northwest, Inc.FFNW First Financial Northwest, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 102.829 Millions
Recent Price: 20.36    
Smart Investing & Trading Score: 37
Day Percent Change: 0.15%    
Day Change: 0.03
Week Change: -0.88%    
Year-to-date Change: 51.0%
FFNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFNW to Watchlist:       View:      Get Complete FFNW 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: 5.58    
Smart Investing & Trading Score: 10
Day Percent Change: 0.18%    
Day Change: 0.01
Week Change: -0.89%    
Year-to-date Change: -2.3%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Citigroup Inc.C Citigroup Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 94128 Millions
Recent Price: 59.14    
Smart Investing & Trading Score: 63
Day Percent Change: 1.41%    
Day Change: 0.82
Week Change: -0.9%    
Year-to-date Change: 15.0%
C Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add C to Watchlist:       View:      Get Complete C 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: 9.88    
Smart Investing & Trading Score: 17
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.9%    
Year-to-date Change: -4.5%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.19    
Smart Investing & Trading Score: 68
Day Percent Change: 0.61%    
Day Change: 0.08
Week Change: -0.9%    
Year-to-date Change: 5.9%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.63    
Smart Investing & Trading Score: 58
Day Percent Change: 0.20%    
Day Change: 0.04
Week Change: -0.91%    
Year-to-date Change: 0.2%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL 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: 9.73    
Smart Investing & Trading Score: 25
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: -0.92%    
Year-to-date Change: -2.9%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.37    
Smart Investing & Trading Score: 76
Day Percent Change: 0.95%    
Day Change: 0.22
Week Change: -0.93%    
Year-to-date Change: 13.3%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO 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: 4.25    
Smart Investing & Trading Score: 58
Day Percent Change: -0.23%    
Day Change: -0.01
Week Change: -0.93%    
Year-to-date Change: 3.7%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 234.36    
Smart Investing & Trading Score: 38
Day Percent Change: 2.07%    
Day Change: 4.76
Week Change: -0.94%    
Year-to-date Change: -5.2%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

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