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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 3, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 21 and hence an improvement of trend.

 Year To Date Performance: 7.61 %
 Weekly Performance: -0.88 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
36 / 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%
FGBIFirst Guaranty Regional Banks11.00691.29%-1.08%
CIIBlackRock Enhanced Closed-End Fund - Equity18.79420.86%-1.11%
NUVNuveen Municipal Closed-End Fund - Debt8.5020-0.12%-1.16%
RABrookfield Real Asset Mgmt12.66500.08%-1.17%
MMDMainStay MacKay Closed-End Fund - Debt16.0620-0.06%-1.17%
PCQPIMCO California Closed-End Fund - Debt9.21671.32%-1.18%
NVGNuveen AMT-Free Asset Mgmt11.68490.60%-1.18%
VKIInvesco Advantage Closed-End Fund - Debt8.35490.60%-1.18%
NYMTLNew York REIT - Mortgage19.360-1.97%-1.22%
OFGOFG Bancorp Banks37.01850.84%-1.25%
MGFMFS Government Closed-End Fund - Debt3.14750.64%-1.26%
CMUMFS High Closed-End Fund - Debt3.27640.25%-1.27%
CAFMorgan Stanley Closed-End Fund - Foreign12.57802.44%-1.33%
MFMMFS Municipal Closed-End Fund - Debt5.10250.00%-1.35%
VKQInvesco Municipal Closed-End Fund - Debt9.40570.64%-1.36%
MAVPioneer Municipal Closed-End Fund - Debt7.91370.83%-1.37%
GABCGerman American Regional Banks31.96680.88%-1.39%
MPWMedical Properties REIT4.84934.54%-1.43%
ASGIAberdeen Standard Exchange Traded Fund17.681002.08%-1.45%
ICEIntercontinental Exchange  Investments126.540-1.66%-1.47%
XINXinyuan Real Real Estatet2.68302.10%-1.47%
CMECME  Brokerage207.480-0.28%-1.48%
NPVNuveen Virginia  Investments10.62320.19%-1.48%
TBLDThornburg ome Closed-End Fund - Equity15.35250.46%-1.48%
CASHMeta  S&L52.14453.15%-1.49%
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 7.61% and is currently outperforming the overall market by 1.99% 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: Not Good
Overall Trend Score: 36
YTD Performance: 7.61%
**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 [444%] Hippo [99%] Gladstone Capital[99%]
Banco Macro[96%] Grupo Financiero[85%] Banco BBVA[76%]
EverQuote [76%] Yiren Digital[75%] LendingTree [63%]
Grupo Supervielle[60%] B. Riley[60%] Lufax Holding[51%]
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
LendingTree [30.2%] Office Properties[27.4%] Huize Holding[22.7%]
Heartland [21.1%] Industrial Logistics[17.4%] Douglas Elliman[16.8%]
LendingClub [15.2%] KE [13.6%] New York[13.5%]
Territorial Bancorp[12%] SelectQuote [11.8%] Skyward Specialty[11.4%]
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[-67%] Office Properties[-65%] Texas Pacific[-64%]
Hywin [-56%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] Fanhua [-49%] eHealth [-47%]
RE/MAX [-46%] AlTi Global[-46%] OppFi [-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
KE [100] Regional Management[100] Noah [100]
ING Groep[100] Markel [100] Genworth [100]
Ventas [100] EverQuote [100] AXIS Capital[100]
China Fund[100] KraneShares Trust[100] Broadstone Net[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  40.46360.25-0.887.61%
IAIBroker-Dealers & Secs 113.16780.970.134.27%
IYFFinancials  92.12590.49-0.057.86%
IYGFinancial Services  63.89210.55-1.116.95%
KRERegional Banking  49.02861.641.72-6.5%
IXGGlobal Financials  84.11660.61-0.17.04%
VFHFinancials  98.37210.62-0.576.62%
KBEBank  45.861001.301.17-0.35%
FASFinancial Bull 3X 97.90150.62-2.7118.45%
FAZFinancial Bear 3X 11.1839-0.712.95-18.22%
UYGFinancials  62.44280.47-1.913.12%
IATRegional Banks  41.90790.960.430.14%
KIEInsurance  49.29540.281.579%
PSCFSmallCap Financials  46.92631.471.21-4.6%
EUFNEurope Financials  22.59711.620.587.78%
PGFFinancial Preferred  14.64320.270.480.41%
 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 First Guaranty Bancshares, Inc.FGBI First Guaranty Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 224.035 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 69
Day Percent Change: 1.29%    
Day Change: 0.14
Week Change: 6.02%    
Year-to-date Change: -1.1%
FGBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FGBI to Watchlist:       View:      Get Complete FGBI Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 18.79    
Smart Investing & Trading Score: 42
Day Percent Change: 0.86%    
Day Change: 0.16
Week Change: 0.8%    
Year-to-date Change: -1.1%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.50    
Smart Investing & Trading Score: 20
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.59%    
Year-to-date Change: -1.2%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund Inc.RA Brookfield Real Assets Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 497.703 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 50
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 1.2%    
Year-to-date Change: -1.2%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA 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: 16.06    
Smart Investing & Trading Score: 20
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: -1.2%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income FundPCQ PIMCO California Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 263.007 Millions
Recent Price: 9.21    
Smart Investing & Trading Score: 67
Day Percent Change: 1.32%    
Day Change: 0.12
Week Change: 1.88%    
Year-to-date Change: -1.2%
PCQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCQ to Watchlist:       View:      Get Complete PCQ 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: 11.68    
Smart Investing & Trading Score: 49
Day Percent Change: 0.60%    
Day Change: 0.07
Week Change: 0.86%    
Year-to-date Change: -1.2%
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: 8.35    
Smart Investing & Trading Score: 49
Day Percent Change: 0.60%    
Day Change: 0.05
Week Change: 1.46%    
Year-to-date Change: -1.2%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.36    
Smart Investing & Trading Score: 0
Day Percent Change: -1.97%    
Day Change: -0.39
Week Change: -1.53%    
Year-to-date Change: -1.2%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 37.01    
Smart Investing & Trading Score: 85
Day Percent Change: 0.84%    
Day Change: 0.31
Week Change: 1.96%    
Year-to-date Change: -1.3%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

Stock Chart of MFS Government Markets Income TrustMGF MFS Government Markets Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.807 Millions
Recent Price: 3.14    
Smart Investing & Trading Score: 75
Day Percent Change: 0.64%    
Day Change: 0.02
Week Change: 1.29%    
Year-to-date Change: -1.3%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of MFS High Yield Municipal TrustCMU MFS High Yield Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.307 Millions
Recent Price: 3.27    
Smart Investing & Trading Score: 64
Day Percent Change: 0.25%    
Day Change: 0.01
Week Change: 1.46%    
Year-to-date Change: -1.3%
CMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMU to Watchlist:       View:      Get Complete CMU Trend Analysis ➞

Stock Chart of Morgan Stanley China A Share Fund, Inc.CAF Morgan Stanley China A Share Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 354.447 Millions
Recent Price: 12.57    
Smart Investing & Trading Score: 80
Day Percent Change: 2.44%    
Day Change: 0.30
Week Change: 3.03%    
Year-to-date Change: -1.3%
CAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAF to Watchlist:       View:      Get Complete CAF Trend Analysis ➞

Stock Chart of MFS Municipal Income TrustMFM MFS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 228.107 Millions
Recent Price: 5.10    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.39%    
Year-to-date Change: -1.4%
MFM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFM to Watchlist:       View:      Get Complete MFM Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.40    
Smart Investing & Trading Score: 57
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 1.51%    
Year-to-date Change: -1.4%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income Advantage TrustMAV Pioneer Municipal High Income Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 219.807 Millions
Recent Price: 7.91    
Smart Investing & Trading Score: 37
Day Percent Change: 0.83%    
Day Change: 0.07
Week Change: 0.89%    
Year-to-date Change: -1.4%
MAV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAV to Watchlist:       View:      Get Complete MAV Trend Analysis ➞

Stock Chart of German American Bancorp, Inc.GABC German American Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 731.47 Millions
Recent Price: 31.96    
Smart Investing & Trading Score: 68
Day Percent Change: 0.88%    
Day Change: 0.28
Week Change: -0.9%    
Year-to-date Change: -1.4%
GABC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GABC to Watchlist:       View:      Get Complete GABC Trend Analysis ➞

Stock Chart of Medical Properties Trust, Inc.MPW Medical Properties Trust, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 8586.74 Millions
Recent Price: 4.84    
Smart Investing & Trading Score: 93
Day Percent Change: 4.54%    
Day Change: 0.21
Week Change: 7.32%    
Year-to-date Change: -1.4%
MPW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPW to Watchlist:       View:      Get Complete MPW Trend Analysis ➞

Stock Chart of Aberdeen Standard Global Infrastructure Income FundASGI Aberdeen Standard Global Infrastructure Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.68    
Smart Investing & Trading Score: 100
Day Percent Change: 2.08%    
Day Change: 0.36
Week Change: 2.73%    
Year-to-date Change: -1.5%
ASGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASGI to Watchlist:       View:      Get Complete ASGI Trend Analysis ➞

Stock Chart of Intercontinental Exchange, Inc.ICE Intercontinental Exchange, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 46054.6 Millions
Recent Price: 126.54    
Smart Investing & Trading Score: 0
Day Percent Change: -1.66%    
Day Change: -2.14
Week Change: -3.92%    
Year-to-date Change: -1.5%
ICE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ICE to Watchlist:       View:      Get Complete ICE Trend Analysis ➞

Stock Chart of Xinyuan Real Estate Co., Ltd.XIN Xinyuan Real Estate Co., Ltd.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 136.119 Millions
Recent Price: 2.68    
Smart Investing & Trading Score: 30
Day Percent Change: 2.10%    
Day Change: 0.06
Week Change: -1.47%    
Year-to-date Change: -1.5%
XIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XIN to Watchlist:       View:      Get Complete XIN Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 207.48    
Smart Investing & Trading Score: 0
Day Percent Change: -0.28%    
Day Change: -0.59
Week Change: -1.64%    
Year-to-date Change: -1.5%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.62    
Smart Investing & Trading Score: 32
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.76%    
Year-to-date Change: -1.5%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 489 Millions
Recent Price: 15.35    
Smart Investing & Trading Score: 25
Day Percent Change: 0.46%    
Day Change: 0.07
Week Change: -0.58%    
Year-to-date Change: -1.5%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD 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: 52.14    
Smart Investing & Trading Score: 45
Day Percent Change: 3.15%    
Day Change: 1.59
Week Change: 0%    
Year-to-date Change: -1.5%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

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