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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 %
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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%
ETVEaton Vance Closed-End Fund - Equity12.87801.10%4.38%
KAPRInnovator Russell Exchange Traded Fund30.50850.76%4.38%
XYFX  Credit Services3.8232-2.30%4.37%
BGTBlackRock Floating Closed-End Fund - Debt12.92650.08%4.36%
HYTBlackRock Corporate Closed-End Fund - Debt9.84951.13%4.35%
CLMCornerstone Strategic Asset Mgmt7.50850.54%4.31%
VELVelocity  Mortgage Finance17.3385-0.06%4.27%
MBIMBIA  Insurance6.3864-1.69%4.25%
OXLCOxford Lane Closed-End Fund - Debt5.151000.98%4.25%
DFAIDimensional  Exchange Traded Fund29.85950.81%4.22%
LNCLoln National Life Insurance28.10764.34%4.19%
ORIOld Republic Insurance30.6295-0.07%4.15%
LTCLTC Properties REIT33.4588-0.48%4.14%
MPABlackRock MuniYield Closed-End Fund - Debt12.11830.83%4.13%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.661001.57%4.11%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.47741.47%4.10%
PFEBInnovator S&P Exchange Traded Fund34.00620.56%4.10%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.29871.28%4.08%
OMFOneMain  Credit Services51.20630.77%4.07%
AGOAssured Guaranty Insurance77.87320.56%4.06%
BHFANBrighthouse  Insurance Life19.24821.48%4.06%
BMARInnovator S&P Exchange Traded Fund41.14830.96%4.02%
IQSIIQ Candriam Exchange Traded Fund29.34820.84%4.01%
MAMastercard  Credit Services443.58170.56%4.00%
WHFWhiteHorse Finance Asset Mgmt12.7976-1.77%3.98%
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 Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.87    
Smart Investing & Trading Score: 80
Day Percent Change: 1.10%    
Day Change: 0.14
Week Change: 2.14%    
Year-to-date Change: 4.4%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV 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: 30.50    
Smart Investing & Trading Score: 85
Day Percent Change: 0.76%    
Day Change: 0.23
Week Change: 1.23%    
Year-to-date Change: 4.4%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of X FinancialXYF X Financial
Sector: Financials
SubSector: Credit Services
MarketCap: 168.008 Millions
Recent Price: 3.82    
Smart Investing & Trading Score: 32
Day Percent Change: -2.30%    
Day Change: -0.09
Week Change: -0.68%    
Year-to-date Change: 4.4%
XYF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XYF to Watchlist:       View:      Get Complete XYF Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.92    
Smart Investing & Trading Score: 65
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.16%    
Year-to-date Change: 4.4%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund, Inc.HYT BlackRock Corporate High Yield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 902.007 Millions
Recent Price: 9.84    
Smart Investing & Trading Score: 95
Day Percent Change: 1.13%    
Day Change: 0.11
Week Change: 1.65%    
Year-to-date Change: 4.4%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.50    
Smart Investing & Trading Score: 85
Day Percent Change: 0.54%    
Day Change: 0.04
Week Change: 2.74%    
Year-to-date Change: 4.3%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Velocity Financial, Inc.VEL Velocity Financial, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 12157 Millions
Recent Price: 17.33    
Smart Investing & Trading Score: 85
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: 1.88%    
Year-to-date Change: 4.3%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of MBIA Inc.MBI MBIA Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 539.012 Millions
Recent Price: 6.38    
Smart Investing & Trading Score: 64
Day Percent Change: -1.69%    
Day Change: -0.11
Week Change: -6.45%    
Year-to-date Change: 4.3%
MBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBI to Watchlist:       View:      Get Complete MBI Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 5.15    
Smart Investing & Trading Score: 100
Day Percent Change: 0.98%    
Day Change: 0.05
Week Change: 3.41%    
Year-to-date Change: 4.3%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC 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: 29.85    
Smart Investing & Trading Score: 95
Day Percent Change: 0.81%    
Day Change: 0.24
Week Change: 0.98%    
Year-to-date Change: 4.2%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 28.10    
Smart Investing & Trading Score: 76
Day Percent Change: 4.34%    
Day Change: 1.17
Week Change: 1.04%    
Year-to-date Change: 4.2%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 30.62    
Smart Investing & Trading Score: 95
Day Percent Change: -0.07%    
Day Change: -0.02
Week Change: 1.63%    
Year-to-date Change: 4.2%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI Trend Analysis ➞

Stock Chart of LTC Properties, Inc.LTC LTC Properties, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1369.24 Millions
Recent Price: 33.45    
Smart Investing & Trading Score: 88
Day Percent Change: -0.48%    
Day Change: -0.16
Week Change: 2.73%    
Year-to-date Change: 4.1%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 12.11    
Smart Investing & Trading Score: 83
Day Percent Change: 0.83%    
Day Change: 0.10
Week Change: 0.92%    
Year-to-date Change: 4.1%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.66    
Smart Investing & Trading Score: 100
Day Percent Change: 1.57%    
Day Change: 0.18
Week Change: 2.55%    
Year-to-date Change: 4.1%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 14.47    
Smart Investing & Trading Score: 74
Day Percent Change: 1.47%    
Day Change: 0.21
Week Change: 3.28%    
Year-to-date Change: 4.1%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.00    
Smart Investing & Trading Score: 62
Day Percent Change: 0.56%    
Day Change: 0.19
Week Change: 0.31%    
Year-to-date Change: 4.1%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB 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: 8.29    
Smart Investing & Trading Score: 87
Day Percent Change: 1.28%    
Day Change: 0.11
Week Change: 3.05%    
Year-to-date Change: 4.1%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of OneMain Holdings, Inc.OMF OneMain Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2753.38 Millions
Recent Price: 51.20    
Smart Investing & Trading Score: 63
Day Percent Change: 0.77%    
Day Change: 0.39
Week Change: 0.61%    
Year-to-date Change: 4.1%
OMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OMF to Watchlist:       View:      Get Complete OMF Trend Analysis ➞

Stock Chart of Assured Guaranty Ltd.AGO Assured Guaranty Ltd.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 2133.18 Millions
Recent Price: 77.87    
Smart Investing & Trading Score: 32
Day Percent Change: 0.56%    
Day Change: 0.43
Week Change: -0.75%    
Year-to-date Change: 4.1%
AGO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGO to Watchlist:       View:      Get Complete AGO Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAN Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance Life
MarketCap: 60157 Millions
Recent Price: 19.24    
Smart Investing & Trading Score: 82
Day Percent Change: 1.48%    
Day Change: 0.28
Week Change: 3.55%    
Year-to-date Change: 4.1%
BHFAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAN to Watchlist:       View:      Get Complete BHFAN Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   MarchBMAR Innovator S&P 500 Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 41.14    
Smart Investing & Trading Score: 83
Day Percent Change: 0.96%    
Day Change: 0.39
Week Change: 0.56%    
Year-to-date Change: 4.0%
BMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAR to Watchlist:       View:      Get Complete BMAR Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.34    
Smart Investing & Trading Score: 82
Day Percent Change: 0.84%    
Day Change: 0.24
Week Change: 0.95%    
Year-to-date Change: 4.0%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Mastercard IncorporatedMA Mastercard Incorporated
Sector: Financials
SubSector: Credit Services
MarketCap: 234809 Millions
Recent Price: 443.58    
Smart Investing & Trading Score: 17
Day Percent Change: 0.56%    
Day Change: 2.48
Week Change: -4.07%    
Year-to-date Change: 4.0%
MA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MA to Watchlist:       View:      Get Complete MA Trend Analysis ➞

Stock Chart of WhiteHorse Finance, Inc.WHF WhiteHorse Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.903 Millions
Recent Price: 12.79    
Smart Investing & Trading Score: 76
Day Percent Change: -1.77%    
Day Change: -0.23
Week Change: -0.85%    
Year-to-date Change: 4.0%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF Trend Analysis ➞

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