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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%
MMDMainStay MacKay Closed-End Fund - Debt16.09320.25%-0.16%
FBIZFirst Business Regional Banks34.24351.03%-0.17%
DSMBNY  Closed-End Fund - Debt5.57100.00%-0.18%
KCGIKensington Capital SPAC10.91340.00%-0.18%
NRKNuveen New  Investments10.60190.00%-0.19%
INTRInter & Co Banks - Regional5.20432.77%-0.19%
SRGSeritage Growth REIT - 9.3245-1.27%-0.21%
BANFBancFirst  Regional - Southwest Banks89.0855-0.27%-0.22%
TSITCW Strategic Closed-End Fund - Debt4.60170.66%-0.22%
PMFPIMCO Municipal Closed-End Fund - Debt8.90170.11%-0.22%
MHIPioneer Municipal Closed-End Fund - Debt8.52120.00%-0.23%
SPSKSP Funds Exchange Traded Fund17.5470.56%-0.23%
WIWWestern Asset Closed-End Fund - Debt8.41100.72%-0.24%
LLoews  Insurance75.4633-1.24%-0.24%
ROICRetail Opportunity REIT - Retail12.2534-0.89%-0.24%
BGXBlackstone / Closed-End Fund - Debt12.15510.45%-0.25%
CCBGCapital City Regional Banks27.0252-0.81%-0.26%
GTYGetty Realty REIT - Retail26.9242-0.44%-0.26%
VERYVericity  Life Insurance11.3348-0.18%-0.26%
SIGIPSelective Insurance Insurance Property & Casualty18.2233-1.30%-0.27%
NEANuveen AMT-Free  Investments10.63220.09%-0.28%
KRBNKraneShares Trust Exchange Traded Fund32.2176-0.68%-0.28%
MVTBlackRock MuniVest Closed-End Fund - Debt10.38100.19%-0.29%
MHNBlackRock Muni Closed-End Fund - Debt10.22250.10%-0.29%
TRVTravelers  Insurance213.4551-0.25%-0.29%
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 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: 16.09    
Smart Investing & Trading Score: 32
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -0.16%    
Year-to-date Change: -1.0%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of First Business Financial Services, Inc.FBIZ First Business Financial Services, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 144.97 Millions
Recent Price: 34.24    
Smart Investing & Trading Score: 35
Day Percent Change: 1.03%    
Day Change: 0.35
Week Change: -0.17%    
Year-to-date Change: -14.6%
FBIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBIZ to Watchlist:       View:      Get Complete FBIZ 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: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
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 Kensington Capital Acquisition Corp. VKCGI Kensington Capital Acquisition Corp. V
Sector: Financials
SubSector: SPAC
MarketCap: 365 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
Year-to-date Change: 2.1%
KCGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCGI to Watchlist:       View:      Get Complete KCGI Trend Analysis ➞

Stock Chart of Nuveen New York AMT-Free Quality Municipal Income FundNRK Nuveen New York AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1006.7 Millions
Recent Price: 10.60    
Smart Investing & Trading Score: 19
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.19%    
Year-to-date Change: 0.7%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of Inter & Co, Inc.INTR Inter & Co, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1250 Millions
Recent Price: 5.20    
Smart Investing & Trading Score: 43
Day Percent Change: 2.77%    
Day Change: 0.14
Week Change: -0.19%    
Year-to-date Change: -7.2%
INTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INTR to Watchlist:       View:      Get Complete INTR Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.32    
Smart Investing & Trading Score: 45
Day Percent Change: -1.27%    
Day Change: -0.12
Week Change: -0.21%    
Year-to-date Change: -0.3%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of BancFirst CorporationBANF BancFirst Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1068.65 Millions
Recent Price: 89.08    
Smart Investing & Trading Score: 55
Day Percent Change: -0.27%    
Day Change: -0.24
Week Change: -0.22%    
Year-to-date Change: -8.5%
BANF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANF to Watchlist:       View:      Get Complete BANF 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: 4.60    
Smart Investing & Trading Score: 17
Day Percent Change: 0.66%    
Day Change: 0.03
Week Change: -0.22%    
Year-to-date Change: 0.2%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI 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: 8.90    
Smart Investing & Trading Score: 17
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -0.22%    
Year-to-date Change: -4.6%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF 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: 8.52    
Smart Investing & Trading Score: 12
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.23%    
Year-to-date Change: -1.3%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of SP Funds Dow Jones Global Sukuk ETFSPSK SP Funds Dow Jones Global Sukuk ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.54    
Smart Investing & Trading Score: 7
Day Percent Change: 0.56%    
Day Change: 0.10
Week Change: -0.23%    
Year-to-date Change: -2.1%
SPSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPSK to Watchlist:       View:      Get Complete SPSK Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Opportunities & Income FundWIW Western Asset Inflation-Linked Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 569.607 Millions
Recent Price: 8.41    
Smart Investing & Trading Score: 10
Day Percent Change: 0.72%    
Day Change: 0.06
Week Change: -0.24%    
Year-to-date Change: -3.0%
WIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIW to Watchlist:       View:      Get Complete WIW Trend Analysis ➞

Stock Chart of Loews CorporationL Loews Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 10768.2 Millions
Recent Price: 75.46    
Smart Investing & Trading Score: 33
Day Percent Change: -1.24%    
Day Change: -0.95
Week Change: -0.24%    
Year-to-date Change: 8.4%
L Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add L to Watchlist:       View:      Get Complete L Trend Analysis ➞

Stock Chart of Retail Opportunity Investments Corp.ROIC Retail Opportunity Investments Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 943.414 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 34
Day Percent Change: -0.89%    
Day Change: -0.11
Week Change: -0.24%    
Year-to-date Change: -12.7%
ROIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROIC to Watchlist:       View:      Get Complete ROIC Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.15    
Smart Investing & Trading Score: 51
Day Percent Change: 0.45%    
Day Change: 0.05
Week Change: -0.25%    
Year-to-date Change: 6.1%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of Capital City Bank Group, Inc.CCBG Capital City Bank Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 314.459 Millions
Recent Price: 27.02    
Smart Investing & Trading Score: 52
Day Percent Change: -0.81%    
Day Change: -0.22
Week Change: -0.26%    
Year-to-date Change: -8.2%
CCBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCBG to Watchlist:       View:      Get Complete CCBG Trend Analysis ➞

Stock Chart of Getty Realty Corp.GTY Getty Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 926.114 Millions
Recent Price: 26.92    
Smart Investing & Trading Score: 42
Day Percent Change: -0.44%    
Day Change: -0.12
Week Change: -0.26%    
Year-to-date Change: -7.9%
GTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GTY to Watchlist:       View:      Get Complete GTY Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 48
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: -0.26%    
Year-to-date Change: 1.3%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGIP Selective Insurance Group, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 60157 Millions
Recent Price: 18.22    
Smart Investing & Trading Score: 33
Day Percent Change: -1.30%    
Day Change: -0.24
Week Change: -0.27%    
Year-to-date Change: 4.6%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.63    
Smart Investing & Trading Score: 22
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: -3.4%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of KraneShares Trust   KFA Global Carbon ETFKRBN KraneShares Trust KFA Global Carbon ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.21    
Smart Investing & Trading Score: 76
Day Percent Change: -0.68%    
Day Change: -0.22
Week Change: -0.28%    
Year-to-date Change: -11.6%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.38    
Smart Investing & Trading Score: 10
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: -0.29%    
Year-to-date Change: -3.6%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.29%    
Year-to-date Change: -2.8%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 213.45    
Smart Investing & Trading Score: 51
Day Percent Change: -0.25%    
Day Change: -0.54
Week Change: -0.29%    
Year-to-date Change: 12.1%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

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