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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 2, 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: 7.7 %
 Weekly Performance: -0.8 %
 Daily Performance: 0.33 %
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%
MAVPioneer Municipal Closed-End Fund - Debt7.86370.19%-2.00%
MYDBlackRock MuniYield Closed-End Fund - Debt10.56250.19%-2.04%
SIFISI  S&L42.52200.00%-2.09%
ZTRVirtus Total Closed-End Fund - Equity5.3968-0.46%-2.09%
FORForestar  Real Estatet32.37393.80%-2.13%
ESBAEmpire State REIT - Office9.200-1.39%-2.13%
MAAMid-America Apartment REIT131.51860.68%-2.19%
PIMPutnam Master Closed-End Fund - Debt3.1234-0.64%-2.19%
TEAFTortoise Essential Asset Mgmt11.45530.00%-2.22%
RNPCohen & Steers REIT and Preferred ome Fund Closed-End Fund - Debt19.71380.61%-2.23%
BYMBlackRock Municipal Closed-End Fund - Debt10.96250.09%-2.23%
EDDMorgan Stanley Closed-End Fund - Debt4.5542-0.11%-2.25%
GBABGuggenheim Taxable Closed-End Fund - Debt15.82421.35%-2.29%
MUJBlackRock Muni Closed-End Fund - Debt11.1547-0.13%-2.32%
MUEBlackRock Muni Closed-End Fund - Debt9.78370.04%-2.36%
MGFMFS Government Closed-End Fund - Debt3.1168-0.48%-2.36%
BETZRoundhill Sports Exchange Traded Fund16.95270.84%-2.36%
JRINuveen Real Closed-End Fund - Equity11.44620.44%-2.39%
BMEBlackRock Health Closed-End Fund - Equity39.49520.02%-2.40%
REFIChicago Atlantic REIT - Mortgage15.8052-0.22%-2.41%
BLEBlackRock Municipal Asset Mgmt10.42420.01%-2.43%
JLLJones Lang Property Mgmt184.26622.13%-2.44%
WSFSWSFS  Regional Banks44.81932.35%-2.44%
FFBCFirst  Regional Banks23.171002.12%-2.44%
IDEVoya Infrastructure Closed-End Fund - Equity9.93100.51%-2.46%
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 7.7% and is currently outperforming the overall market by 2.11% 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: 7.7%
**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 [449%] Hippo [99%] Banco Macro[96%]
Gladstone Capital[95%] Grupo Financiero[87%] Banco BBVA[78%]
Yiren Digital[77%] EverQuote [74%] B. Riley[66%]
LendingTree [65%] Grupo Supervielle[60%] First [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 [31.8%] Office Properties[27.9%] Heartland [21.7%]
Huize Holding[19.4%] Industrial Logistics[17.4%] Douglas Elliman[13.9%]
LendingClub [13.7%] AdvisorShares Pure[13.1%] Innovative Industrial[11.7%]
Skyward Specialty[11.4%] eXp World[11.4%] USCB [11.1%]
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[-68%] Office Properties[-65%] Texas Pacific[-64%]
Hywin [-56%] Fathom [-54%] Douglas Elliman[-54%]
FRP [-51%] Fanhua [-49%] eHealth [-47%]
RE/MAX [-46%] OppFi [-46%] AlTi Global[-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
Noah [100] Regional Management[100] ING Groep[100]
KE [100] Genworth [100] Ventas [100]
Markel [100] AXIS Capital[100] EverQuote [100]
KraneShares Trust[100] Star [100] BankUnited [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  40.49360.33-0.87.7%
IAIBroker-Dealers & Secs 112.93780.77-0.074.06%
IYFFinancials  92.14590.51-0.037.88%
IYGFinancial Services  63.82210.44-1.226.84%
KRERegional Banking  48.98861.561.64-6.58%
IXGGlobal Financials  84.19660.70-0.017.13%
VFHFinancials  98.33210.58-0.616.57%
KBEBank  45.831001.241.1-0.41%
FASFinancial Bull 3X 98.11250.83-2.518.71%
FAZFinancial Bear 3X 11.1744-0.802.85-18.29%
UYGFinancials  62.34280.31-2.0612.93%
IATRegional Banks  41.74790.580.05-0.24%
KIEInsurance  49.35540.411.699.13%
PSCFSmallCap Financials  46.24560.00-0.25-5.97%
EUFNEurope Financials  22.57711.550.517.71%
PGFFinancial Preferred  14.69320.620.820.75%
 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 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: 7.86    
Smart Investing & Trading Score: 37
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.26%    
Year-to-date Change: -2.0%
MAV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAV to Watchlist:       View:      Get Complete MAV Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 25
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.09%    
Year-to-date Change: -2.0%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.52    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.06%    
Year-to-date Change: -2.1%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 5.39    
Smart Investing & Trading Score: 68
Day Percent Change: -0.46%    
Day Change: -0.03
Week Change: 0.09%    
Year-to-date Change: -2.1%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of Forestar Group Inc.FOR Forestar Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 661.019 Millions
Recent Price: 32.37    
Smart Investing & Trading Score: 39
Day Percent Change: 3.80%    
Day Change: 1.19
Week Change: 3.3%    
Year-to-date Change: -2.1%
FOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOR to Watchlist:       View:      Get Complete FOR Trend Analysis ➞

Stock Chart of Empire State Realty OP, L.P.ESBA Empire State Realty OP, L.P.
Sector: Financials
SubSector: REIT - Office
MarketCap: 220.866 Millions
Recent Price: 9.20    
Smart Investing & Trading Score: 0
Day Percent Change: -1.39%    
Day Change: -0.13
Week Change: 2.11%    
Year-to-date Change: -2.1%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of Mid-America Apartment Communities, Inc.MAA Mid-America Apartment Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11385.5 Millions
Recent Price: 131.51    
Smart Investing & Trading Score: 86
Day Percent Change: 0.68%    
Day Change: 0.89
Week Change: 1.76%    
Year-to-date Change: -2.2%
MAA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAA to Watchlist:       View:      Get Complete MAA Trend Analysis ➞

Stock Chart of Putnam Master Intermediate Income TrustPIM Putnam Master Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 188.507 Millions
Recent Price: 3.12    
Smart Investing & Trading Score: 34
Day Percent Change: -0.64%    
Day Change: -0.02
Week Change: 0.65%    
Year-to-date Change: -2.2%
PIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIM to Watchlist:       View:      Get Complete PIM Trend Analysis ➞

Stock Chart of Tortoise Essential Assets Income Term FundTEAF Tortoise Essential Assets Income Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 123.103 Millions
Recent Price: 11.45    
Smart Investing & Trading Score: 53
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.17%    
Year-to-date Change: -2.2%
TEAF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEAF to Watchlist:       View:      Get Complete TEAF Trend Analysis ➞

Stock Chart of Cohen & Steers REIT and Preferred Income Fund, Inc.RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 634.507 Millions
Recent Price: 19.71    
Smart Investing & Trading Score: 38
Day Percent Change: 0.61%    
Day Change: 0.12
Week Change: -0.3%    
Year-to-date Change: -2.2%
RNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RNP to Watchlist:       View:      Get Complete RNP Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.27%    
Year-to-date Change: -2.2%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.55    
Smart Investing & Trading Score: 42
Day Percent Change: -0.11%    
Day Change: 0.00
Week Change: 0.55%    
Year-to-date Change: -2.3%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.82    
Smart Investing & Trading Score: 42
Day Percent Change: 1.35%    
Day Change: 0.21
Week Change: 1.54%    
Year-to-date Change: -2.3%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 47
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: 0.5%    
Year-to-date Change: -2.3%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II, Inc.MUE BlackRock MuniHoldings Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 240.007 Millions
Recent Price: 9.78    
Smart Investing & Trading Score: 37
Day Percent Change: 0.04%    
Day Change: 0.00
Week Change: 0.04%    
Year-to-date Change: -2.4%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE 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: 3.11    
Smart Investing & Trading Score: 68
Day Percent Change: -0.48%    
Day Change: -0.02
Week Change: 0.16%    
Year-to-date Change: -2.4%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of Roundhill Sports Betting & iGaming ETFBETZ Roundhill Sports Betting & iGaming ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 16.95    
Smart Investing & Trading Score: 27
Day Percent Change: 0.84%    
Day Change: 0.14
Week Change: 0.9%    
Year-to-date Change: -2.4%
BETZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BETZ to Watchlist:       View:      Get Complete BETZ Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.44    
Smart Investing & Trading Score: 62
Day Percent Change: 0.44%    
Day Change: 0.05
Week Change: 0.97%    
Year-to-date Change: -2.4%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.49    
Smart Investing & Trading Score: 52
Day Percent Change: 0.02%    
Day Change: 0.01
Week Change: 1.1%    
Year-to-date Change: -2.4%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.80    
Smart Investing & Trading Score: 52
Day Percent Change: -0.22%    
Day Change: -0.04
Week Change: 0.96%    
Year-to-date Change: -2.4%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.42    
Smart Investing & Trading Score: 42
Day Percent Change: 0.01%    
Day Change: 0.00
Week Change: 0.11%    
Year-to-date Change: -2.4%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Jones Lang LaSalle IncorporatedJLL Jones Lang LaSalle Incorporated
Sector: Financials
SubSector: Property Management
MarketCap: 5259.32 Millions
Recent Price: 184.26    
Smart Investing & Trading Score: 62
Day Percent Change: 2.13%    
Day Change: 3.85
Week Change: 0.96%    
Year-to-date Change: -2.4%
JLL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JLL to Watchlist:       View:      Get Complete JLL Trend Analysis ➞

Stock Chart of WSFS Financial CorporationWSFS WSFS Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1191.29 Millions
Recent Price: 44.81    
Smart Investing & Trading Score: 93
Day Percent Change: 2.35%    
Day Change: 1.03
Week Change: 4.57%    
Year-to-date Change: -2.4%
WSFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSFS to Watchlist:       View:      Get Complete WSFS Trend Analysis ➞

Stock Chart of First Financial Bancorp.FFBC First Financial Bancorp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1363.7 Millions
Recent Price: 23.17    
Smart Investing & Trading Score: 100
Day Percent Change: 2.12%    
Day Change: 0.48
Week Change: 2.66%    
Year-to-date Change: -2.4%
FFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFBC to Watchlist:       View:      Get Complete FFBC Trend Analysis ➞

Stock Chart of Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 133.047 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 10
Day Percent Change: 0.51%    
Day Change: 0.05
Week Change: -2.46%    
Year-to-date Change: -2.5%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

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