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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%
LDEMiShares ESG Exchange Traded Fund45.481003.35%3.56%
TROWT. Rowe Asset Mgmt111.50370.31%3.54%
PFDFlaherty & Crumrine Preferred ome Fund Closed-End Fund - Debt10.23821.19%3.54%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity9.491000.64%3.49%
ETWEaton Vance Closed-End Fund - Foreign8.04871.13%3.47%
FULTFulton  Regional Banks17.03950.35%3.46%
EVTEaton Vance Closed-End Fund - Equity23.02901.01%3.46%
AWFAllianceBernstein Global Closed-End Fund - Debt10.47750.38%3.46%
QQQNVictoryShares Nasdaq Exchange Traded Fund28.05390.94%3.43%
ESNTEssent  Mortgage54.54800.48%3.41%
ETBEaton Vance Closed-End Fund - Equity13.41800.90%3.31%
DFEBFT Cboe Exchange Traded Fund38.73621.24%3.29%
CNNECannae  Asset Mgmt20.15372.13%3.28%
EJANInnovator MSCI Exchange Traded Fund29.601000.85%3.28%
PHYTPyrophyte Acquisition SPAC11.3644-0.18%3.27%
GBBKGlobal Blockchain SPAC10.89760.49%3.25%
PFGPripal  Life Insurance81.21770.91%3.23%
IGDVoya Global Closed-End Fund - Foreign5.13520.79%3.22%
NRKNuveen New  Investments10.87870.88%3.18%
VVisa  Credit Services268.49180.33%3.13%
ARDCAres Dynamic Asset Mgmt14.18951.00%3.13%
AFARAura FAT SPAC11.21260.00%3.13%
NHSNeuberger Berman Asset Mgmt7.96620.38%3.11%
AGNCNAGNC  Mortgage25.60750.35%3.10%
DHFBNY  Closed-End Fund - Debt2.36800.85%3.06%
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 iShares ESG MSCI EM Leaders ETFLDEM iShares ESG MSCI EM Leaders ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.48    
Smart Investing & Trading Score: 100
Day Percent Change: 3.35%    
Day Change: 1.48
Week Change: 4.49%    
Year-to-date Change: 3.6%
LDEM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDEM to Watchlist:       View:      Get Complete LDEM Trend Analysis ➞

Stock Chart of T. Rowe Price Group, Inc.TROW T. Rowe Price Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 24530 Millions
Recent Price: 111.50    
Smart Investing & Trading Score: 37
Day Percent Change: 0.31%    
Day Change: 0.34
Week Change: -2.21%    
Year-to-date Change: 3.5%
TROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TROW to Watchlist:       View:      Get Complete TROW Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Fund Inc.PFD Flaherty & Crumrine Preferred Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 111.707 Millions
Recent Price: 10.23    
Smart Investing & Trading Score: 82
Day Percent Change: 1.19%    
Day Change: 0.12
Week Change: 2.71%    
Year-to-date Change: 3.5%
PFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFD to Watchlist:       View:      Get Complete PFD Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.DPG Duff & Phelps Utility and Infrastructure Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 301.147 Millions
Recent Price: 9.49    
Smart Investing & Trading Score: 100
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 1.44%    
Year-to-date Change: 3.5%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Global Buy-Write Opportunities FundETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 666.447 Millions
Recent Price: 8.04    
Smart Investing & Trading Score: 87
Day Percent Change: 1.13%    
Day Change: 0.09
Week Change: 1.77%    
Year-to-date Change: 3.5%
ETW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETW to Watchlist:       View:      Get Complete ETW Trend Analysis ➞

Stock Chart of Fulton Financial CorporationFULT Fulton Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2030.89 Millions
Recent Price: 17.03    
Smart Investing & Trading Score: 95
Day Percent Change: 0.35%    
Day Change: 0.06
Week Change: 9.03%    
Year-to-date Change: 3.5%
FULT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FULT to Watchlist:       View:      Get Complete FULT Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 23.02    
Smart Investing & Trading Score: 90
Day Percent Change: 1.01%    
Day Change: 0.23
Week Change: 0.61%    
Year-to-date Change: 3.5%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of AllianceBernstein Global High Income FundAWF AllianceBernstein Global High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 764.807 Millions
Recent Price: 10.47    
Smart Investing & Trading Score: 75
Day Percent Change: 0.38%    
Day Change: 0.04
Week Change: 1.26%    
Year-to-date Change: 3.5%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF Trend Analysis ➞

Stock Chart of VictoryShares Nasdaq Next 50 ETFQQQN VictoryShares Nasdaq Next 50 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.05    
Smart Investing & Trading Score: 39
Day Percent Change: 0.94%    
Day Change: 0.26
Week Change: 0%    
Year-to-date Change: 3.4%
QQQN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQN to Watchlist:       View:      Get Complete QQQN Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 54.54    
Smart Investing & Trading Score: 80
Day Percent Change: 0.48%    
Day Change: 0.26
Week Change: 1.04%    
Year-to-date Change: 3.4%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Income FundETB Eaton Vance Tax-Managed Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.647 Millions
Recent Price: 13.41    
Smart Investing & Trading Score: 80
Day Percent Change: 0.90%    
Day Change: 0.12
Week Change: 1.36%    
Year-to-date Change: 3.3%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.73    
Smart Investing & Trading Score: 62
Day Percent Change: 1.24%    
Day Change: 0.48
Week Change: 0.45%    
Year-to-date Change: 3.3%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 20.15    
Smart Investing & Trading Score: 37
Day Percent Change: 2.13%    
Day Change: 0.42
Week Change: 0.8%    
Year-to-date Change: 3.3%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of Innovator MSCI EM Power Buffer ETF JanuaryEJAN Innovator MSCI EM Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.60    
Smart Investing & Trading Score: 100
Day Percent Change: 0.85%    
Day Change: 0.25
Week Change: 1.86%    
Year-to-date Change: 3.3%
EJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EJAN to Watchlist:       View:      Get Complete EJAN Trend Analysis ➞

Stock Chart of Pyrophyte Acquisition Corp.PHYT Pyrophyte Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 149 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 44
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.01%    
Year-to-date Change: 3.3%
PHYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYT to Watchlist:       View:      Get Complete PHYT Trend Analysis ➞

Stock Chart of Global Blockchain Acquisition Corp.GBBK Global Blockchain Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 231 Millions
Recent Price: 10.89    
Smart Investing & Trading Score: 76
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: 0.58%    
Year-to-date Change: 3.3%
GBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBBK to Watchlist:       View:      Get Complete GBBK Trend Analysis ➞

Stock Chart of Principal Financial Group, Inc.PFG Principal Financial Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 8178.86 Millions
Recent Price: 81.21    
Smart Investing & Trading Score: 77
Day Percent Change: 0.91%    
Day Change: 0.73
Week Change: 2.64%    
Year-to-date Change: 3.2%
PFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFG to Watchlist:       View:      Get Complete PFG Trend Analysis ➞

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: 5.13    
Smart Investing & Trading Score: 52
Day Percent Change: 0.79%    
Day Change: 0.04
Week Change: -2.1%    
Year-to-date Change: 3.2%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD 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: 10.87    
Smart Investing & Trading Score: 87
Day Percent Change: 0.88%    
Day Change: 0.10
Week Change: 2.5%    
Year-to-date Change: 3.2%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 268.49    
Smart Investing & Trading Score: 18
Day Percent Change: 0.33%    
Day Change: 0.88
Week Change: -2.2%    
Year-to-date Change: 3.1%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 14.18    
Smart Investing & Trading Score: 95
Day Percent Change: 1.00%    
Day Change: 0.14
Week Change: 2.31%    
Year-to-date Change: 3.1%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of Aura FAT Projects Acquisition CorpAFAR Aura FAT Projects Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 11.21    
Smart Investing & Trading Score: 26
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 3.1%
AFAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFAR to Watchlist:       View:      Get Complete AFAR Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.96    
Smart Investing & Trading Score: 62
Day Percent Change: 0.38%    
Day Change: 0.03
Week Change: 0.38%    
Year-to-date Change: 3.1%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.60    
Smart Investing & Trading Score: 75
Day Percent Change: 0.35%    
Day Change: 0.09
Week Change: 0.2%    
Year-to-date Change: 3.1%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.36    
Smart Investing & Trading Score: 80
Day Percent Change: 0.85%    
Day Change: 0.02
Week Change: 1.72%    
Year-to-date Change: 3.1%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

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