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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%
PHTPioneer High Closed-End Fund - Debt7.3218-0.20%-1.35%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.1318-0.39%-1.35%
FSBWFS Bancorp Regional Banks31.50251.91%-1.35%
ARRARMOUR Residential Mortgage18.17322.60%-1.36%
EDFStone Harbor Asset Mgmt5.03630.40%-1.37%
HBANLHuntington Bancshares Banks - Regional24.4028-1.25%-1.37%
TYTri-Continental  Closed-End Fund - Equity29.2749-0.17%-1.38%
DMBBNY  Asset Mgmt9.99180.10%-1.38%
BBARBanco BBVA Foreign Banks8.57836.20%-1.38%
ARESAres Management Asset Mgmt129.5326-0.90%-1.39%
MPVBarings Participation Closed-End Fund - Debt15.4444-0.13%-1.40%
NAVINavient  Credit Services16.2125-0.31%-1.40%
BKNBlackRock  Closed-End Fund - Debt11.8949-0.25%-1.41%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.62220.14%-1.41%
CUZCousins Properties REIT - 22.17420.59%-1.42%
MITTAG Mortgage Mortgage5.56321.09%-1.42%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt18.77100.00%-1.42%
BITBlackRock Multi-Sector Closed-End Fund - Debt15.1325-0.13%-1.43%
DFAIDimensional  Exchange Traded Fund28.95360.07%-1.43%
KAPRInnovator Russell Exchange Traded Fund29.69490.13%-1.43%
UMARInnovator S&P Exchange Traded Fund31.8131-0.19%-1.43%
BCHBanco de Foreign Banks21.9625-0.41%-1.44%
JRINuveen Real Closed-End Fund - Equity10.95320.37%-1.44%
NVGNuveen AMT-Free Asset Mgmt11.5310-0.69%-1.45%
ERCWells Fargo Asset Mgmt8.83250.00%-1.45%
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 Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.32    
Smart Investing & Trading Score: 18
Day Percent Change: -0.20%    
Day Change: -0.01
Week Change: -1.35%    
Year-to-date Change: 2.4%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 435.347 Millions
Recent Price: 5.13    
Smart Investing & Trading Score: 18
Day Percent Change: -0.39%    
Day Change: -0.02
Week Change: -1.35%    
Year-to-date Change: -2.7%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of FS Bancorp, Inc.FSBW FS Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 140.429 Millions
Recent Price: 31.50    
Smart Investing & Trading Score: 25
Day Percent Change: 1.91%    
Day Change: 0.59
Week Change: -1.35%    
Year-to-date Change: -14.8%
FSBW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBW to Watchlist:       View:      Get Complete FSBW Trend Analysis ➞

Stock Chart of ARMOUR Residential REIT, Inc.ARR ARMOUR Residential REIT, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 578.739 Millions
Recent Price: 18.17    
Smart Investing & Trading Score: 32
Day Percent Change: 2.60%    
Day Change: 0.46
Week Change: -1.36%    
Year-to-date Change: -6.0%
ARR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARR to Watchlist:       View:      Get Complete ARR Trend Analysis ➞

Stock Chart of Stone Harbor Emerging Markets Income FundEDF Stone Harbor Emerging Markets Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 108.203 Millions
Recent Price: 5.03    
Smart Investing & Trading Score: 63
Day Percent Change: 0.40%    
Day Change: 0.02
Week Change: -1.37%    
Year-to-date Change: 16.7%
EDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDF to Watchlist:       View:      Get Complete EDF Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANL Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 24.40    
Smart Investing & Trading Score: 28
Day Percent Change: -1.25%    
Day Change: -0.31
Week Change: -1.37%    
Year-to-date Change: 2.3%
HBANL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANL to Watchlist:       View:      Get Complete HBANL Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 29.27    
Smart Investing & Trading Score: 49
Day Percent Change: -0.17%    
Day Change: -0.05
Week Change: -1.38%    
Year-to-date Change: 1.5%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 9.99    
Smart Investing & Trading Score: 18
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -1.38%    
Year-to-date Change: -3.1%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of Banco BBVA Argentina S.A.BBAR Banco BBVA Argentina S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 895.479 Millions
Recent Price: 8.57    
Smart Investing & Trading Score: 83
Day Percent Change: 6.20%    
Day Change: 0.50
Week Change: -1.38%    
Year-to-date Change: 57.5%
BBAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBAR to Watchlist:       View:      Get Complete BBAR Trend Analysis ➞

Stock Chart of Ares Management CorporationARES Ares Management Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 5826.23 Millions
Recent Price: 129.53    
Smart Investing & Trading Score: 26
Day Percent Change: -0.90%    
Day Change: -1.17
Week Change: -1.39%    
Year-to-date Change: 8.9%
ARES Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARES to Watchlist:       View:      Get Complete ARES Trend Analysis ➞

Stock Chart of Barings Participation InvestorsMPV Barings Participation Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 101.207 Millions
Recent Price: 15.44    
Smart Investing & Trading Score: 44
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: -1.4%    
Year-to-date Change: -1.0%
MPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPV to Watchlist:       View:      Get Complete MPV Trend Analysis ➞

Stock Chart of Navient CorporationNAVI Navient Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 1362.48 Millions
Recent Price: 16.21    
Smart Investing & Trading Score: 25
Day Percent Change: -0.31%    
Day Change: -0.05
Week Change: -1.4%    
Year-to-date Change: -12.9%
NAVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAVI to Watchlist:       View:      Get Complete NAVI Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 11.89    
Smart Investing & Trading Score: 49
Day Percent Change: -0.25%    
Day Change: -0.03
Week Change: -1.41%    
Year-to-date Change: 0.3%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.62    
Smart Investing & Trading Score: 22
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -1.41%    
Year-to-date Change: 0.5%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Cousins Properties IncorporatedCUZ Cousins Properties Incorporated
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 3828.13 Millions
Recent Price: 22.17    
Smart Investing & Trading Score: 42
Day Percent Change: 0.59%    
Day Change: 0.13
Week Change: -1.42%    
Year-to-date Change: -9.0%
CUZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUZ to Watchlist:       View:      Get Complete CUZ Trend Analysis ➞

Stock Chart of AG Mortgage Investment Trust, Inc.MITT AG Mortgage Investment Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 197.839 Millions
Recent Price: 5.56    
Smart Investing & Trading Score: 32
Day Percent Change: 1.09%    
Day Change: 0.06
Week Change: -1.42%    
Year-to-date Change: -12.4%
MITT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MITT to Watchlist:       View:      Get Complete MITT Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund, Inc.PSF Cohen & Steers Select Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.907 Millions
Recent Price: 18.77    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.42%    
Year-to-date Change: -0.7%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of BlackRock Multi-Sector Income TrustBIT BlackRock Multi-Sector Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 412.507 Millions
Recent Price: 15.13    
Smart Investing & Trading Score: 25
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: -1.43%    
Year-to-date Change: 0.9%
BIT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BIT to Watchlist:       View:      Get Complete BIT Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.95    
Smart Investing & Trading Score: 36
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: -1.43%    
Year-to-date Change: 1.1%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   AprilKAPR Innovator Russell 2000 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.69    
Smart Investing & Trading Score: 49
Day Percent Change: 0.13%    
Day Change: 0.04
Week Change: -1.43%    
Year-to-date Change: 1.6%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.81    
Smart Investing & Trading Score: 31
Day Percent Change: -0.19%    
Day Change: -0.06
Week Change: -1.43%    
Year-to-date Change: 0.7%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 21.96    
Smart Investing & Trading Score: 25
Day Percent Change: -0.41%    
Day Change: -0.09
Week Change: -1.44%    
Year-to-date Change: -4.9%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 10.95    
Smart Investing & Trading Score: 32
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: -1.44%    
Year-to-date Change: -6.6%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI 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: 11.53    
Smart Investing & Trading Score: 10
Day Percent Change: -0.69%    
Day Change: -0.08
Week Change: -1.45%    
Year-to-date Change: -2.5%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 8.83    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.45%    
Year-to-date Change: -6.5%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

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