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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
May 4, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (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: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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 %YTD Change%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.17500.50%6.14%
ETJEaton Vance Exchange Traded Fund8.32600.97%6.12%
JFRNuveen Floating Closed-End Fund - Debt8.72950.11%6.08%
BTEKBlackRock Future Exchange Traded Fund24.79491.76%6.07%
CPFCentral Pacific Regional Banks20.851001.51%5.95%
PRIPrimerica  Life Insurance217.9932-0.62%5.94%
ETXEaton Vance Asset Mgmt18.371000.44%5.94%
INAQINSU Acquisition SPAC11.43950.00%5.93%
JIGJPMorgan  Exchange Traded Fund61.81901.24%5.93%
AMGAffiliated Managers Asset Mgmt160.3568-0.19%5.90%
WAFDPWashington Federal Banks - Regional16.031001.52%5.88%
SEICSEI s Asset Mgmt67.27401.05%5.85%
BDJBlackRock Enhanced Closed-End Fund - Equity8.14901.12%5.85%
ABEQAbsolute Core Exchange Traded Fund30.06830.07%5.85%
CPTCamden Property REIT105.081004.53%5.83%
JGHNuveen Global Asset Mgmt12.90950.70%5.74%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt19.11871.11%5.69%
MHFWestern Asset Closed-End Fund - Debt6.79610.07%5.69%
PHDPioneer Floating Closed-End Fund - Debt9.69620.52%5.67%
DJUNFT Cboe Exchange Traded Fund40.10900.91%5.67%
OLPOne Liberty REIT - 23.1588-0.34%5.66%
BSTBlackRock Science Closed-End Fund - Equity35.56621.86%5.64%
NMZNuveen Municipal Asset Mgmt10.43700.58%5.57%
KOKUXtrackers MSCI Exchange Traded Fund89.90450.89%5.55%
ECCCEagle Point Closed-End Fund - Debt22.771000.52%5.55%
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 7.85% and is currently outperforming the overall market by 0.97% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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
New York[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.17    
Smart Investing & Trading Score: 50
Day Percent Change: 0.50%    
Day Change: 0.07
Week Change: 0.43%    
Year-to-date Change: 6.1%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 473.951 Millions
Recent Price: 8.32    
Smart Investing & Trading Score: 60
Day Percent Change: 0.97%    
Day Change: 0.08
Week Change: 1.59%    
Year-to-date Change: 6.1%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 345.007 Millions
Recent Price: 8.72    
Smart Investing & Trading Score: 95
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 1.51%    
Year-to-date Change: 6.1%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

Stock Chart of BlackRock Future Tech ETFBTEK BlackRock Future Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 24.79    
Smart Investing & Trading Score: 49
Day Percent Change: 1.76%    
Day Change: 0.43
Week Change: 0.81%    
Year-to-date Change: 6.1%
BTEK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTEK to Watchlist:       View:      Get Complete BTEK Trend Analysis ➞

Stock Chart of Central Pacific Financial Corp.CPF Central Pacific Financial Corp.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 407.429 Millions
Recent Price: 20.85    
Smart Investing & Trading Score: 100
Day Percent Change: 1.51%    
Day Change: 0.31
Week Change: 3.63%    
Year-to-date Change: 6.0%
CPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPF to Watchlist:       View:      Get Complete CPF Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 217.99    
Smart Investing & Trading Score: 32
Day Percent Change: -0.62%    
Day Change: -1.35
Week Change: 2.12%    
Year-to-date Change: 5.9%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 18.37    
Smart Investing & Trading Score: 100
Day Percent Change: 0.44%    
Day Change: 0.08
Week Change: 1.72%    
Year-to-date Change: 5.9%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of INSU Acquisition Corp. IIINAQ INSU Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 29157 Millions
Recent Price: 11.43    
Smart Investing & Trading Score: 95
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.97%    
Year-to-date Change: 5.9%
INAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INAQ to Watchlist:       View:      Get Complete INAQ Trend Analysis ➞

Stock Chart of JPMorgan International Growth ETFJIG JPMorgan International Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 61.81    
Smart Investing & Trading Score: 90
Day Percent Change: 1.24%    
Day Change: 0.76
Week Change: 1.13%    
Year-to-date Change: 5.9%
JIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JIG to Watchlist:       View:      Get Complete JIG Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 160.35    
Smart Investing & Trading Score: 68
Day Percent Change: -0.19%    
Day Change: -0.30
Week Change: 0.09%    
Year-to-date Change: 5.9%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of Washington Federal, Inc.WAFDP Washington Federal, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1740 Millions
Recent Price: 16.03    
Smart Investing & Trading Score: 100
Day Percent Change: 1.52%    
Day Change: 0.24
Week Change: 2.43%    
Year-to-date Change: 5.9%
WAFDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAFDP to Watchlist:       View:      Get Complete WAFDP Trend Analysis ➞

Stock Chart of SEI Investments CompanySEIC SEI Investments Company
Sector: Financials
SubSector: Asset Management
MarketCap: 6367.03 Millions
Recent Price: 67.27    
Smart Investing & Trading Score: 40
Day Percent Change: 1.05%    
Day Change: 0.70
Week Change: 1.05%    
Year-to-date Change: 5.9%
SEIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SEIC to Watchlist:       View:      Get Complete SEIC Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.14    
Smart Investing & Trading Score: 90
Day Percent Change: 1.12%    
Day Change: 0.09
Week Change: 1.5%    
Year-to-date Change: 5.9%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ Trend Analysis ➞

Stock Chart of Absolute Core Strategy ETFABEQ Absolute Core Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.06    
Smart Investing & Trading Score: 83
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: 0.57%    
Year-to-date Change: 5.9%
ABEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABEQ to Watchlist:       View:      Get Complete ABEQ Trend Analysis ➞

Stock Chart of Camden Property TrustCPT Camden Property Trust
Sector: Financials
SubSector: REIT - Residential
MarketCap: 7535.21 Millions
Recent Price: 105.08    
Smart Investing & Trading Score: 100
Day Percent Change: 4.53%    
Day Change: 4.55
Week Change: 5.48%    
Year-to-date Change: 5.8%
CPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CPT to Watchlist:       View:      Get Complete CPT Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 95
Day Percent Change: 0.70%    
Day Change: 0.09
Week Change: 4.45%    
Year-to-date Change: 5.7%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 19.11    
Smart Investing & Trading Score: 87
Day Percent Change: 1.11%    
Day Change: 0.21
Week Change: 3.29%    
Year-to-date Change: 5.7%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.79    
Smart Investing & Trading Score: 61
Day Percent Change: 0.07%    
Day Change: 0.00
Week Change: -0.22%    
Year-to-date Change: 5.7%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF 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: 9.69    
Smart Investing & Trading Score: 62
Day Percent Change: 0.52%    
Day Change: 0.05
Week Change: 1.47%    
Year-to-date Change: 5.7%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   JuneDJUN FT Cboe Vest US Eq Deep Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.10    
Smart Investing & Trading Score: 90
Day Percent Change: 0.91%    
Day Change: 0.36
Week Change: 0.38%    
Year-to-date Change: 5.7%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of One Liberty Properties, Inc.OLP One Liberty Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 378.353 Millions
Recent Price: 23.15    
Smart Investing & Trading Score: 88
Day Percent Change: -0.34%    
Day Change: -0.08
Week Change: 1.85%    
Year-to-date Change: 5.7%
OLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OLP to Watchlist:       View:      Get Complete OLP Trend Analysis ➞

Stock Chart of BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 35.56    
Smart Investing & Trading Score: 62
Day Percent Change: 1.86%    
Day Change: 0.65
Week Change: 1.86%    
Year-to-date Change: 5.6%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Nuveen Municipal High Income Opportunity FundNMZ Nuveen Municipal High Income Opportunity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 845.303 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 70
Day Percent Change: 0.58%    
Day Change: 0.06
Week Change: 1.76%    
Year-to-date Change: 5.6%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of Xtrackers MSCI Kokusai Equity ETFKOKU Xtrackers MSCI Kokusai Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 89.90    
Smart Investing & Trading Score: 45
Day Percent Change: 0.89%    
Day Change: 0.80
Week Change: 0.32%    
Year-to-date Change: 5.6%
KOKU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KOKU to Watchlist:       View:      Get Complete KOKU Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.77    
Smart Investing & Trading Score: 100
Day Percent Change: 0.52%    
Day Change: 0.12
Week Change: 1.78%    
Year-to-date Change: 5.6%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

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