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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%
REFIChicago Atlantic REIT - Mortgage15.92640.76%-1.67%
WIWWestern Asset Closed-End Fund - Debt8.52801.19%-1.73%
ITICInvestors Title Insurance159.3459-1.75%-1.73%
NBHNeuberger Berman Asset Mgmt10.17320.84%-1.74%
STKColumbia Seligman Exchange Traded Fund31.05421.17%-1.74%
JLLJones Lang Property Mgmt185.52690.83%-1.77%
IDEVoya Infrastructure Closed-End Fund - Equity10.00300.81%-1.77%
CTOConsolidated-Tomoka Land Real Estatet17.0233-2.58%-1.79%
JRINuveen Real Closed-End Fund - Equity11.511000.61%-1.79%
ROROATAC US Exchange Traded Fund17.37571.34%-1.81%
EQCEquity Commonwealth REIT - Office18.8575-1.05%-1.82%
MYNBlackRock MuniYield Closed-End Fund - Debt10.14450.80%-1.84%
BKSEBNY  Exchange Traded Fund92.16771.80%-1.84%
AFBAllianceBernstein National Closed-End Fund - Debt10.64640.85%-1.85%
BWGLegg Mason Closed-End Fund - Debt8.20621.61%-1.86%
QCRHQCR  Regional - Southwest Banks57.29700.51%-1.88%
CRVLCorVel  Insurance242.51700.39%-1.90%
SIXS6 Meridian Exchange Traded Fund46.39770.89%-1.90%
FFBCFirst  Regional Banks23.291000.91%-1.94%
PPTPutnam Premier Closed-End Fund - Debt3.50541.01%-1.96%
MQYBlackRock MuniYield Closed-End Fund - Debt11.95471.10%-1.97%
VMOInvesco Municipal Closed-End Fund - Debt9.42620.75%-1.98%
CADECadence Ban Regional Banks29.00930.94%-1.99%
ESGROEnstar  Insurance24.50640.37%-2.00%
HWCHancock Whitney Regional Banks47.571000.83%-2.10%
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 Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.92    
Smart Investing & Trading Score: 64
Day Percent Change: 0.76%    
Day Change: 0.12
Week Change: 1.73%    
Year-to-date Change: -1.7%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Opportunities & Income FundWIW Western Asset Inflation-Linked Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 569.607 Millions
Recent Price: 8.52    
Smart Investing & Trading Score: 80
Day Percent Change: 1.19%    
Day Change: 0.10
Week Change: 1.31%    
Year-to-date Change: -1.7%
WIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIW to Watchlist:       View:      Get Complete WIW Trend Analysis ➞

Stock Chart of Investors Title CompanyITIC Investors Title Company
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 219.518 Millions
Recent Price: 159.34    
Smart Investing & Trading Score: 59
Day Percent Change: -1.75%    
Day Change: -2.84
Week Change: -0.01%    
Year-to-date Change: -1.7%
ITIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ITIC to Watchlist:       View:      Get Complete ITIC Trend Analysis ➞

Stock Chart of Neuberger Berman Intermediate Municipal Fund Inc.NBH Neuberger Berman Intermediate Municipal Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 228.603 Millions
Recent Price: 10.17    
Smart Investing & Trading Score: 32
Day Percent Change: 0.84%    
Day Change: 0.08
Week Change: 0.54%    
Year-to-date Change: -1.7%
NBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBH to Watchlist:       View:      Get Complete NBH Trend Analysis ➞

Stock Chart of Columbia Seligman Premium Technology Growth FundSTK Columbia Seligman Premium Technology Growth Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 239.751 Millions
Recent Price: 31.05    
Smart Investing & Trading Score: 42
Day Percent Change: 1.17%    
Day Change: 0.36
Week Change: -0.38%    
Year-to-date Change: -1.7%
STK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STK to Watchlist:       View:      Get Complete STK Trend Analysis ➞

Stock Chart of Jones Lang LaSalle IncorporatedJLL Jones Lang LaSalle Incorporated
Sector: Financials
SubSector: Property Management
MarketCap: 5259.32 Millions
Recent Price: 185.52    
Smart Investing & Trading Score: 69
Day Percent Change: 0.83%    
Day Change: 1.53
Week Change: 1.65%    
Year-to-date Change: -1.8%
JLL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JLL to Watchlist:       View:      Get Complete JLL 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: 10.00    
Smart Investing & Trading Score: 30
Day Percent Change: 0.81%    
Day Change: 0.08
Week Change: -1.77%    
Year-to-date Change: -1.8%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 17.02    
Smart Investing & Trading Score: 33
Day Percent Change: -2.58%    
Day Change: -0.45
Week Change: -0.64%    
Year-to-date Change: -1.8%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO 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: 11.51    
Smart Investing & Trading Score: 100
Day Percent Change: 0.61%    
Day Change: 0.07
Week Change: 1.59%    
Year-to-date Change: -1.8%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.37    
Smart Investing & Trading Score: 57
Day Percent Change: 1.34%    
Day Change: 0.23
Week Change: 1.97%    
Year-to-date Change: -1.8%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of Equity CommonwealthEQC Equity Commonwealth
Sector: Financials
SubSector: REIT - Office
MarketCap: 3659.36 Millions
Recent Price: 18.85    
Smart Investing & Trading Score: 75
Day Percent Change: -1.05%    
Day Change: -0.20
Week Change: 1.34%    
Year-to-date Change: -1.8%
EQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQC to Watchlist:       View:      Get Complete EQC Trend Analysis ➞

Stock Chart of BlackRock MuniYield New York Quality Fund, Inc.MYN BlackRock MuniYield New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 432.607 Millions
Recent Price: 10.14    
Smart Investing & Trading Score: 45
Day Percent Change: 0.80%    
Day Change: 0.08
Week Change: 0.75%    
Year-to-date Change: -1.8%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of BNY Mellon US Small Cap Core Equity ETFBKSE BNY Mellon US Small Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 92.16    
Smart Investing & Trading Score: 77
Day Percent Change: 1.80%    
Day Change: 1.63
Week Change: 1.43%    
Year-to-date Change: -1.8%
BKSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKSE to Watchlist:       View:      Get Complete BKSE Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 64
Day Percent Change: 0.85%    
Day Change: 0.09
Week Change: 1.72%    
Year-to-date Change: -1.9%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Legg Mason BW Global Income Opportunities Fund Inc.BWG Legg Mason BW Global Income Opportunities Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 204.607 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 62
Day Percent Change: 1.61%    
Day Change: 0.13
Week Change: 3.67%    
Year-to-date Change: -1.9%
BWG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWG to Watchlist:       View:      Get Complete BWG Trend Analysis ➞

Stock Chart of QCR Holdings, Inc.QCRH QCR Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 465.765 Millions
Recent Price: 57.29    
Smart Investing & Trading Score: 70
Day Percent Change: 0.51%    
Day Change: 0.29
Week Change: 1.92%    
Year-to-date Change: -1.9%
QCRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QCRH to Watchlist:       View:      Get Complete QCRH Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 242.51    
Smart Investing & Trading Score: 70
Day Percent Change: 0.39%    
Day Change: 0.94
Week Change: 1.62%    
Year-to-date Change: -1.9%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of 6 Meridian Small Cap Equity ETFSIXS 6 Meridian Small Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.39    
Smart Investing & Trading Score: 77
Day Percent Change: 0.89%    
Day Change: 0.41
Week Change: 1.71%    
Year-to-date Change: -1.9%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of First Financial Bancorp.FFBC First Financial Bancorp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 1363.7 Millions
Recent Price: 23.29    
Smart Investing & Trading Score: 100
Day Percent Change: 0.91%    
Day Change: 0.21
Week Change: 3.19%    
Year-to-date Change: -1.9%
FFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFBC to Watchlist:       View:      Get Complete FFBC Trend Analysis ➞

Stock Chart of Putnam Premier Income TrustPPT Putnam Premier Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 419.607 Millions
Recent Price: 3.50    
Smart Investing & Trading Score: 54
Day Percent Change: 1.01%    
Day Change: 0.04
Week Change: 1.74%    
Year-to-date Change: -2.0%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 47
Day Percent Change: 1.10%    
Day Change: 0.13
Week Change: 1.01%    
Year-to-date Change: -2.0%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.42    
Smart Investing & Trading Score: 62
Day Percent Change: 0.75%    
Day Change: 0.07
Week Change: 1.62%    
Year-to-date Change: -2.0%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Cadence BancorporationCADE Cadence Bancorporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 756.335 Millions
Recent Price: 29.00    
Smart Investing & Trading Score: 93
Day Percent Change: 0.94%    
Day Change: 0.27
Week Change: -0.07%    
Year-to-date Change: -2.0%
CADE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CADE to Watchlist:       View:      Get Complete CADE Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 24.50    
Smart Investing & Trading Score: 64
Day Percent Change: 0.37%    
Day Change: 0.09
Week Change: 1.79%    
Year-to-date Change: -2.0%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of Hancock Whitney CorporationHWC Hancock Whitney Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1438.55 Millions
Recent Price: 47.57    
Smart Investing & Trading Score: 100
Day Percent Change: 0.83%    
Day Change: 0.39
Week Change: 1.78%    
Year-to-date Change: -2.1%
HWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWC to Watchlist:       View:      Get Complete HWC Trend Analysis ➞

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