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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%
TSITCW Strategic Closed-End Fund - Debt4.59150.00%0.00%
DSMBNY  Closed-End Fund - Debt5.71691.06%0.00%
MUIBlackRock Muni Closed-End Fund - Debt11.64420.95%0.00%
NVGNuveen AMT-Free Asset Mgmt11.82691.20%0.00%
VKIInvesco Advantage Closed-End Fund - Debt8.45741.20%0.00%
CASHMeta  S&L52.93931.52%0.00%
NUWNuveen AMT-Free Asset Mgmt13.63870.37%0.00%
KRNLKernel  SPAC10.758-0.28%0.00%
PUCKGoal Acquisitions SPAC10.77300.00%0.00%
NYMTZNew York REIT - Mortgage17.50541.66%0.00%
WEAWestern Asset Closed-End Fund - Debt10.80690.51%-0.05%
CFFSCF Acquisition SPAC10.8421-0.55%-0.05%
JWSMJaws Mustang SPAC11.02380.00%-0.09%
NLYAnnaly Capital Mortgage19.351001.47%-0.10%
BUIBlackRock Utilities Closed-End Fund - Equity21.79950.55%-0.14%
UDRUDR  REIT38.23931.76%-0.16%
NMFCNew Mountain Asset Mgmt12.70640.55%-0.16%
NAZNuveen Arizona Asset Mgmt10.69670.61%-0.19%
IQIInvesco Quality Closed-End Fund - Debt9.49691.39%-0.21%
PFLPIMCO ome Closed-End Fund - Debt8.42770.72%-0.24%
UTGReaves Utility Closed-End Fund - Equity26.661000.64%-0.30%
RVTRoyce Value Closed-End Fund - Equity14.51640.55%-0.34%
OFGOFG Bancorp Banks37.34900.89%-0.37%
MMDMainStay MacKay Closed-End Fund - Debt16.19670.81%-0.37%
NBNNortheast Bank Regional Banks54.98900.16%-0.38%
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 TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.59    
Smart Investing & Trading Score: 15
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.22%    
Year-to-date Change: 0.0%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI 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: 5.71    
Smart Investing & Trading Score: 69
Day Percent Change: 1.06%    
Day Change: 0.06
Week Change: 2.51%    
Year-to-date Change: 0.0%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.64    
Smart Investing & Trading Score: 42
Day Percent Change: 0.95%    
Day Change: 0.11
Week Change: 1.39%    
Year-to-date Change: 0.0%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.82    
Smart Investing & Trading Score: 69
Day Percent Change: 1.20%    
Day Change: 0.14
Week Change: 2.07%    
Year-to-date Change: 0.0%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.45    
Smart Investing & Trading Score: 74
Day Percent Change: 1.20%    
Day Change: 0.10
Week Change: 2.67%    
Year-to-date Change: 0.0%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 52.93    
Smart Investing & Trading Score: 93
Day Percent Change: 1.52%    
Day Change: 0.79
Week Change: 1.52%    
Year-to-date Change: 0.0%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Value FundNUW Nuveen AMT-Free Municipal Value Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 211.803 Millions
Recent Price: 13.63    
Smart Investing & Trading Score: 87
Day Percent Change: 0.37%    
Day Change: 0.05
Week Change: 0.96%    
Year-to-date Change: 0.0%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.75    
Smart Investing & Trading Score: 8
Day Percent Change: -0.28%    
Day Change: -0.03
Week Change: -0.28%    
Year-to-date Change: 0.0%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of Goal Acquisitions Corp.PUCK Goal Acquisitions Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 175 Millions
Recent Price: 10.77    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.19%    
Year-to-date Change: 0.0%
PUCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUCK to Watchlist:       View:      Get Complete PUCK Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTZ New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 17.50    
Smart Investing & Trading Score: 54
Day Percent Change: 1.66%    
Day Change: 0.29
Week Change: 1.1%    
Year-to-date Change: 0.0%
NYMTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTZ to Watchlist:       View:      Get Complete NYMTZ Trend Analysis ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.80    
Smart Investing & Trading Score: 69
Day Percent Change: 0.51%    
Day Change: 0.05
Week Change: 0.89%    
Year-to-date Change: -0.1%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.84    
Smart Investing & Trading Score: 21
Day Percent Change: -0.55%    
Day Change: -0.06
Week Change: -0.55%    
Year-to-date Change: -0.1%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS Trend Analysis ➞

Stock Chart of Jaws Mustang Acquisition CorporationJWSM Jaws Mustang Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.05%    
Year-to-date Change: -0.1%
JWSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JWSM to Watchlist:       View:      Get Complete JWSM Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 19.35    
Smart Investing & Trading Score: 100
Day Percent Change: 1.47%    
Day Change: 0.28
Week Change: 2.49%    
Year-to-date Change: -0.1%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.847 Millions
Recent Price: 21.79    
Smart Investing & Trading Score: 95
Day Percent Change: 0.55%    
Day Change: 0.12
Week Change: 2.3%    
Year-to-date Change: -0.1%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI Trend Analysis ➞

Stock Chart of UDR, Inc.UDR UDR, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 10180.1 Millions
Recent Price: 38.23    
Smart Investing & Trading Score: 93
Day Percent Change: 1.76%    
Day Change: 0.66
Week Change: 0.84%    
Year-to-date Change: -0.2%
UDR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UDR to Watchlist:       View:      Get Complete UDR Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.70    
Smart Investing & Trading Score: 64
Day Percent Change: 0.55%    
Day Change: 0.07
Week Change: -0.16%    
Year-to-date Change: -0.2%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of Nuveen Arizona Quality Municipal Income FundNAZ Nuveen Arizona Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 146.903 Millions
Recent Price: 10.69    
Smart Investing & Trading Score: 67
Day Percent Change: 0.61%    
Day Change: 0.06
Week Change: 1.33%    
Year-to-date Change: -0.2%
NAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAZ to Watchlist:       View:      Get Complete NAZ Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.49    
Smart Investing & Trading Score: 69
Day Percent Change: 1.39%    
Day Change: 0.13
Week Change: 1.82%    
Year-to-date Change: -0.2%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of PIMCO Income Strategy FundPFL PIMCO Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 223.707 Millions
Recent Price: 8.42    
Smart Investing & Trading Score: 77
Day Percent Change: 0.72%    
Day Change: 0.06
Week Change: 1.81%    
Year-to-date Change: -0.2%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 26.66    
Smart Investing & Trading Score: 100
Day Percent Change: 0.64%    
Day Change: 0.17
Week Change: 1.72%    
Year-to-date Change: -0.3%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of Royce Value Trust Inc.RVT Royce Value Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 814.947 Millions
Recent Price: 14.51    
Smart Investing & Trading Score: 64
Day Percent Change: 0.55%    
Day Change: 0.08
Week Change: 1.54%    
Year-to-date Change: -0.3%
RVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVT to Watchlist:       View:      Get Complete RVT Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 37.34    
Smart Investing & Trading Score: 90
Day Percent Change: 0.89%    
Day Change: 0.33
Week Change: 2.87%    
Year-to-date Change: -0.4%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

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: 16.19    
Smart Investing & Trading Score: 67
Day Percent Change: 0.81%    
Day Change: 0.13
Week Change: 0.65%    
Year-to-date Change: -0.4%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Northeast BankNBN Northeast Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 114.199 Millions
Recent Price: 54.98    
Smart Investing & Trading Score: 90
Day Percent Change: 0.16%    
Day Change: 0.09
Week Change: 4.7%    
Year-to-date Change: -0.4%
NBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBN to Watchlist:       View:      Get Complete NBN Trend Analysis ➞

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