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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 4, 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%
MVTBlackRock MuniVest Closed-End Fund - Debt10.54620.86%-2.14%
BMEBlackRock Health Closed-End Fund - Equity39.59640.25%-2.15%
MBINNMerchants Bancorp Banks - Regional19.94421.17%-2.21%
BLWBlackRock  Closed-End Fund - Debt13.67641.18%-2.22%
JOESt. Joe Real Estatet58.84951.80%-2.23%
ASGLiberty All-Star Closed-End Fund - Equity5.16390.58%-2.27%
PJTPJT Partners Asset Mgmt99.53571.09%-2.30%
PZCPIMCO California Closed-End Fund - Debt7.20640.98%-2.31%
CFRCullen/Frost Bankers Regional - Southwest Banks105.9342-0.49%-2.36%
NEANuveen AMT-Free  Investments10.74620.56%-2.36%
NANNuveen New Closed-End Fund - Debt10.77570.94%-2.45%
GDLGDL Fund Closed-End Fund - Equity7.84470.26%-2.49%
ACPAberdeen ome Closed-End Fund - Debt6.63471.53%-2.50%
WFHDirexion Work Exchange Traded Fund53.18320.08%-2.50%
OIAInvesco Municipal Closed-End Fund - Debt6.19391.48%-2.52%
ACGLNArch Capital Insurance - 19.72490.79%-2.52%
BFINBank  S&L10.00451.01%-2.53%
VGMInvesco Trust Closed-End Fund - Debt9.64620.63%-2.53%
CHYCalamos Convertible Closed-End Fund - Debt11.18250.36%-2.53%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.64691.19%-2.54%
XINXinyuan Real Real Estatet2.6517-1.12%-2.57%
AWPAberdeen Global Closed-End Fund - Foreign3.781001.34%-2.58%
BAMBrookfield Asset Real Estatet39.13401.45%-2.59%
PHKPIMCO High Closed-End Fund - Debt4.86570.83%-2.61%
FPHFive Point REIT - 2.9932-1.64%-2.61%
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 BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.54    
Smart Investing & Trading Score: 62
Day Percent Change: 0.86%    
Day Change: 0.09
Week Change: 1.54%    
Year-to-date Change: -2.1%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT 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: 39.59    
Smart Investing & Trading Score: 64
Day Percent Change: 0.25%    
Day Change: 0.10
Week Change: 1.36%    
Year-to-date Change: -2.2%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 19.94    
Smart Investing & Trading Score: 42
Day Percent Change: 1.17%    
Day Change: 0.23
Week Change: 0.76%    
Year-to-date Change: -2.2%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 13.67    
Smart Investing & Trading Score: 64
Day Percent Change: 1.18%    
Day Change: 0.16
Week Change: 1.11%    
Year-to-date Change: -2.2%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 58.84    
Smart Investing & Trading Score: 95
Day Percent Change: 1.80%    
Day Change: 1.04
Week Change: 0.53%    
Year-to-date Change: -2.2%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of Liberty All-Star Growth Fund, Inc.ASG Liberty All-Star Growth Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 5.16    
Smart Investing & Trading Score: 39
Day Percent Change: 0.58%    
Day Change: 0.03
Week Change: 0.19%    
Year-to-date Change: -2.3%
ASG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASG to Watchlist:       View:      Get Complete ASG Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 99.53    
Smart Investing & Trading Score: 57
Day Percent Change: 1.09%    
Day Change: 1.07
Week Change: 5.78%    
Year-to-date Change: -2.3%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.20    
Smart Investing & Trading Score: 64
Day Percent Change: 0.98%    
Day Change: 0.07
Week Change: 1.98%    
Year-to-date Change: -2.3%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 105.93    
Smart Investing & Trading Score: 42
Day Percent Change: -0.49%    
Day Change: -0.52
Week Change: -1.07%    
Year-to-date Change: -2.4%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.74    
Smart Investing & Trading Score: 62
Day Percent Change: 0.56%    
Day Change: 0.06
Week Change: 1.03%    
Year-to-date Change: -2.4%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.77    
Smart Investing & Trading Score: 57
Day Percent Change: 0.94%    
Day Change: 0.10
Week Change: 1.8%    
Year-to-date Change: -2.5%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.84    
Smart Investing & Trading Score: 47
Day Percent Change: 0.26%    
Day Change: 0.02
Week Change: 0.15%    
Year-to-date Change: -2.5%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.63    
Smart Investing & Trading Score: 47
Day Percent Change: 1.53%    
Day Change: 0.10
Week Change: 1.69%    
Year-to-date Change: -2.5%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of Direxion Work From Home ETFWFH Direxion Work From Home ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 53.18    
Smart Investing & Trading Score: 32
Day Percent Change: 0.08%    
Day Change: 0.04
Week Change: -0.66%    
Year-to-date Change: -2.5%
WFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFH to Watchlist:       View:      Get Complete WFH Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.19    
Smart Investing & Trading Score: 39
Day Percent Change: 1.48%    
Day Change: 0.09
Week Change: 1.14%    
Year-to-date Change: -2.5%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.72    
Smart Investing & Trading Score: 49
Day Percent Change: 0.79%    
Day Change: 0.15
Week Change: 1.28%    
Year-to-date Change: -2.5%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of BankFinancial CorporationBFIN BankFinancial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 142.03 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 45
Day Percent Change: 1.01%    
Day Change: 0.10
Week Change: -0.5%    
Year-to-date Change: -2.5%
BFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFIN to Watchlist:       View:      Get Complete BFIN Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.64    
Smart Investing & Trading Score: 62
Day Percent Change: 0.63%    
Day Change: 0.06
Week Change: 1.37%    
Year-to-date Change: -2.5%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 25
Day Percent Change: 0.36%    
Day Change: 0.04
Week Change: -1.41%    
Year-to-date Change: -2.5%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.64    
Smart Investing & Trading Score: 69
Day Percent Change: 1.19%    
Day Change: 0.16
Week Change: 2.63%    
Year-to-date Change: -2.5%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY 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: 2.65    
Smart Investing & Trading Score: 17
Day Percent Change: -1.12%    
Day Change: -0.03
Week Change: -2.57%    
Year-to-date Change: -2.6%
XIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XIN to Watchlist:       View:      Get Complete XIN Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP Aberdeen Global Premier Properties Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 313.447 Millions
Recent Price: 3.78    
Smart Investing & Trading Score: 100
Day Percent Change: 1.34%    
Day Change: 0.05
Week Change: 1.89%    
Year-to-date Change: -2.6%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 39.13    
Smart Investing & Trading Score: 40
Day Percent Change: 1.45%    
Day Change: 0.56
Week Change: -1.44%    
Year-to-date Change: -2.6%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.86    
Smart Investing & Trading Score: 57
Day Percent Change: 0.83%    
Day Change: 0.04
Week Change: 1.46%    
Year-to-date Change: -2.6%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of Five Point Holdings, LLCFPH Five Point Holdings, LLC
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 339.953 Millions
Recent Price: 2.99    
Smart Investing & Trading Score: 32
Day Percent Change: -1.64%    
Day Change: -0.05
Week Change: 3.46%    
Year-to-date Change: -2.6%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

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