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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 5, 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%
MCIBarings Corporate Closed-End Fund - Debt18.70821.52%1.47%
FDUSFidus  Asset Mgmt19.9858-1.53%1.47%
NXJNuveen New Asset Mgmt11.95671.10%1.44%
ORCOrchid Island Mortgage8.55770.23%1.42%
MSBIPMidland States Banks - Regional25.0521-0.20%1.42%
HELXFranklin Genomic Exchange Traded Fund30.96621.47%1.41%
PRLHPearl  SPAC10.82430.00%1.41%
LANDMGladstone Land REIT - Specialty23.9933-0.06%1.41%
HEQJohn Hancock Closed-End Fund - Equity10.19870.30%1.39%
ALCYUAlchemy s SPAC10.64450.00%1.39%
OZKAPBank OZK Banks - Regional17.0245-1.22%1.37%
PAIWestern Asset Closed-End Fund - Debt12.201002.13%1.33%
VTNInvesco Trust Closed-End Fund - Debt10.55571.10%1.30%
VERYVericity  Life Insurance11.34450.13%1.30%
INSIInsight Select Asset Mgmt16.18710.29%1.30%
NRONeuberger Berman Asset Mgmt3.23741.89%1.25%
EVVEaton Vance Asset Mgmt9.70740.62%1.25%
EADWells Fargo Asset Mgmt6.60741.07%1.23%
NXRTNexPoint Residential REIT34.851001.69%1.22%
MMTMFS Multimarket Closed-End Fund - Debt4.61640.66%1.21%
ISRLUIsrael Acquisitions SPAC10.91250.93%1.21%
AELAmerican Equity Life Insurance56.47730.00%1.20%
SLFSun Life Insurance52.48640.81%1.20%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.461001.14%1.20%
QQQJInvesco NASDAQ Exchange Traded Fund27.45390.79%1.20%
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 Barings Corporate InvestorsMCI Barings Corporate Investors
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.607 Millions
Recent Price: 18.70    
Smart Investing & Trading Score: 82
Day Percent Change: 1.52%    
Day Change: 0.28
Week Change: 5.12%    
Year-to-date Change: 1.5%
MCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCI to Watchlist:       View:      Get Complete MCI Trend Analysis ➞

Stock Chart of Fidus Investment CorporationFDUS Fidus Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 161.003 Millions
Recent Price: 19.98    
Smart Investing & Trading Score: 58
Day Percent Change: -1.53%    
Day Change: -0.31
Week Change: -2.11%    
Year-to-date Change: 1.5%
FDUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDUS to Watchlist:       View:      Get Complete FDUS Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 67
Day Percent Change: 1.10%    
Day Change: 0.13
Week Change: 2.75%    
Year-to-date Change: 1.4%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Orchid Island Capital, Inc.ORC Orchid Island Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 212.339 Millions
Recent Price: 8.55    
Smart Investing & Trading Score: 77
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: -1.95%    
Year-to-date Change: 1.4%
ORC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORC to Watchlist:       View:      Get Complete ORC Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBIP Midland States Bancorp, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 439 Millions
Recent Price: 25.05    
Smart Investing & Trading Score: 21
Day Percent Change: -0.20%    
Day Change: -0.05
Week Change: 0.12%    
Year-to-date Change: 1.4%
MSBIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBIP to Watchlist:       View:      Get Complete MSBIP Trend Analysis ➞

Stock Chart of Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.96    
Smart Investing & Trading Score: 62
Day Percent Change: 1.47%    
Day Change: 0.45
Week Change: 3.37%    
Year-to-date Change: 1.4%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

Stock Chart of Pearl Holdings Acquisition CorpPRLH Pearl Holdings Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 264 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 43
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.73%    
Year-to-date Change: 1.4%
PRLH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRLH to Watchlist:       View:      Get Complete PRLH Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDM Gladstone Land Corporation
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 581 Millions
Recent Price: 23.99    
Smart Investing & Trading Score: 33
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -0.28%    
Year-to-date Change: 1.4%
LANDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDM to Watchlist:       View:      Get Complete LANDM Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 10.19    
Smart Investing & Trading Score: 87
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: 2.52%    
Year-to-date Change: 1.4%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Alchemy Investments Acquisition Corp 1ALCYU Alchemy Investments Acquisition Corp 1
Sector: Financials
SubSector: SPAC
MarketCap: 147 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 45
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.4%
ALCYU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALCYU to Watchlist:       View:      Get Complete ALCYU Trend Analysis ➞

Stock Chart of Bank OZKOZKAP Bank OZK
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5170 Millions
Recent Price: 17.02    
Smart Investing & Trading Score: 45
Day Percent Change: -1.22%    
Day Change: -0.21
Week Change: 1.19%    
Year-to-date Change: 1.4%
OZKAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZKAP to Watchlist:       View:      Get Complete OZKAP Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 12.20    
Smart Investing & Trading Score: 100
Day Percent Change: 2.13%    
Day Change: 0.25
Week Change: 2.45%    
Year-to-date Change: 1.3%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 57
Day Percent Change: 1.10%    
Day Change: 0.12
Week Change: 1.88%    
Year-to-date Change: 1.3%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.34    
Smart Investing & Trading Score: 45
Day Percent Change: 0.13%    
Day Change: 0.02
Week Change: 0.04%    
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 Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 16.18    
Smart Investing & Trading Score: 71
Day Percent Change: 0.29%    
Day Change: 0.05
Week Change: 0.25%    
Year-to-date Change: 1.3%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund Inc.NRO Neuberger Berman Real Estate Securities Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 126.103 Millions
Recent Price: 3.23    
Smart Investing & Trading Score: 74
Day Percent Change: 1.89%    
Day Change: 0.06
Week Change: 2.22%    
Year-to-date Change: 1.3%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of Eaton Vance Limited Duration Income FundEVV Eaton Vance Limited Duration Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1022.03 Millions
Recent Price: 9.70    
Smart Investing & Trading Score: 74
Day Percent Change: 0.62%    
Day Change: 0.06
Week Change: 2.75%    
Year-to-date Change: 1.3%
EVV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVV to Watchlist:       View:      Get Complete EVV Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Income Opportunities FundEAD Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 332.403 Millions
Recent Price: 6.60    
Smart Investing & Trading Score: 74
Day Percent Change: 1.07%    
Day Change: 0.07
Week Change: 2.48%    
Year-to-date Change: 1.2%
EAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EAD to Watchlist:       View:      Get Complete EAD Trend Analysis ➞

Stock Chart of NexPoint Residential Trust, Inc.NXRT NexPoint Residential Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 839.161 Millions
Recent Price: 34.85    
Smart Investing & Trading Score: 100
Day Percent Change: 1.69%    
Day Change: 0.58
Week Change: 4.75%    
Year-to-date Change: 1.2%
NXRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXRT to Watchlist:       View:      Get Complete NXRT Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.61    
Smart Investing & Trading Score: 64
Day Percent Change: 0.66%    
Day Change: 0.03
Week Change: 1.88%    
Year-to-date Change: 1.2%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRLU Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 208 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 25
Day Percent Change: 0.93%    
Day Change: 0.10
Week Change: -0.55%    
Year-to-date Change: 1.2%
ISRLU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRLU to Watchlist:       View:      Get Complete ISRLU Trend Analysis ➞

Stock Chart of American Equity Investment Life Holding CompanyAEL American Equity Investment Life Holding Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 1304.46 Millions
Recent Price: 56.47    
Smart Investing & Trading Score: 73
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.28%    
Year-to-date Change: 1.2%
AEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEL to Watchlist:       View:      Get Complete AEL Trend Analysis ➞

Stock Chart of Sun Life Financial Inc.SLF Sun Life Financial Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 17722 Millions
Recent Price: 52.48    
Smart Investing & Trading Score: 64
Day Percent Change: 0.81%    
Day Change: 0.42
Week Change: 1.57%    
Year-to-date Change: 1.2%
SLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLF to Watchlist:       View:      Get Complete SLF Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.46    
Smart Investing & Trading Score: 100
Day Percent Change: 1.14%    
Day Change: 0.10
Week Change: 2.43%    
Year-to-date Change: 1.2%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Invesco NASDAQ Next Gen 100 ETFQQQJ Invesco NASDAQ Next Gen 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.45    
Smart Investing & Trading Score: 39
Day Percent Change: 0.79%    
Day Change: 0.21
Week Change: 0.02%    
Year-to-date Change: 1.2%
QQQJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQJ to Watchlist:       View:      Get Complete QQQJ Trend Analysis ➞

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