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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
June 2, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 78 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 46 and hence an improvement of trend.

 Year To Date Performance: 10.74 %
 Weekly Performance: 0.07 %
 Daily Performance: 1.46 %
12Stocks.com
Financial Sector Trend
78 / 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 PriceTrend ScoreChange %YTD Change%
PRLHPearl  SPAC11.1088-0.89%4.03%
VELVelocity  Mortgage Finance18.50882.38%11.31%
CGBDTCG BDC Asset Mgmt17.92880.73%19.79%
WSRWhitestone REIT REIT - Retail13.04880.62%6.10%
PTYPIMCO Corporate Closed-End Fund - Debt14.44880.56%9.06%
AGNCMAGNC  Mortgage25.18880.36%7.10%
APOApollo Global  Investments116.1688-0.52%24.65%
PMLPIMCO Municipal Closed-End Fund - Debt8.57871.54%3.25%
GBABGuggenheim Taxable Closed-End Fund - Debt16.25870.93%0.37%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.94870.45%8.19%
FBMSFirst Bancshares Regional Banks25.35861.73%-13.57%
BNLBroadstone Net REIT 15.35861.66%-10.86%
WALWestern Alliance Regional Banks63.03861.56%-4.20%
AMPAmeriprise  Asset Mgmt436.61861.42%14.95%
PDOPimco Dynamic Closed-End Fund - Debt13.28861.37%9.12%
TYTri-Continental  Closed-End Fund - Equity30.79861.32%6.80%
ALEXAlexander & Baldwin Real Estatet16.80861.14%-11.67%
JCENuveen Core Closed-End Fund - Equity14.24861.14%5.09%
SSUSDay Hagan/Ned Exchange Traded Fund38.34861.03%7.55%
RVTRoyce Value Closed-End Fund - Equity14.92861.02%2.47%
DFAIDimensional  Exchange Traded Fund30.71861.02%7.23%
TDSCCabana Target Exchange Traded Fund24.12861.01%3.48%
EOIEaton Vance Closed-End Fund - Equity18.45860.99%11.28%
SQEWLeaderShares Equity Exchange Traded Fund32.66860.83%4.50%
IQSIIQ Candriam Exchange Traded Fund30.08860.76%6.62%
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 10.74% and is currently outperforming the overall market by 0.95% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 78
YTD Performance: 10.74%
**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 [386%] Chimera [138%] Banco Macro[131%]
SelectQuote [128%] Gladstone Capital[109%] Grupo Financiero[108%]
Banco BBVA[108%] EverQuote [95%] Hippo [94%]
Grupo Supervielle[78%] Vista Oil[64%] First [58%]
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
C3.ai [23%] Investors Title[19.4%] Banco BBVA[14.7%]
Riverview Bancorp[14.3%] Banco Macro[13.7%] IRSA Inversiones[12.2%]
Grupo Supervielle[11.7%] Metals Acquisition[10.7%] Grupo Financiero[10.4%]
Fathom [10.2%] Vista Oil[9.3%] Northrim BanCorp[8.5%]
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
Hywin [-81%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-61%] Texas Pacific[-61%] Offerpad [-53%]
Fanhua [-52%] FRP [-51%] loanDepot [-50%]
Fathom [-48%] AlTi Global[-47%] Hudson Pacific[-47%]
.
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
X [100] Brighthouse [100] Central and[100]
Northrim BanCorp[100] Bank of America[100] Hagerty [100]
Urban Edge[100] Global Blockchain[100] Ventas [100]
Omega Healthcare[100] LPL [100] Dorchester Minerals[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  41.64781.460.0710.74%
IAIBroker-Dealers & Secs 116.64580.53-1.917.47%
IYFFinancials  95.25781.320.0311.52%
IYGFinancial Services  65.74711.14-0.3310.05%
KRERegional Banking  48.85611.41-0.14-6.83%
IXGGlobal Financials  87.05760.80-0.5410.77%
VFHFinancials  101.01781.28-0.129.48%
KBEBank  46.23681.3400.46%
FASFinancial Bull 3X 105.34784.16-0.0227.45%
FAZFinancial Bear 3X 10.3517-4.08-0.1-24.29%
UYGFinancials  65.65783.19-0.0318.93%
IATRegional Banks  41.90681.8700.14%
KIEInsurance  51.16781.110.6913.14%
PSCFSmallCap Financials  47.14531.59-0.79-4.14%
EUFNEurope Financials  24.181001.020.7115.36%
PGFFinancial Preferred  14.79551.090.681.44%
 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 Pearl Holdings Acquisition CorpPRLH Pearl Holdings Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 264 Millions
Recent Price: 11.10    
Smart Investing & Trading Score: 88
Day Percent Change: -0.89%    
Day Change: -0.10
Week Change: 0.82%    
Year-to-date Change: 4.0%
PRLH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRLH to Watchlist:       View:      Get Complete PRLH Trend Analysis ➞

Stock Chart of Velocity Financial, Inc.VEL Velocity Financial, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 12157 Millions
Recent Price: 18.50    
Smart Investing & Trading Score: 88
Day Percent Change: 2.38%    
Day Change: 0.43
Week Change: 2.83%    
Year-to-date Change: 11.3%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of TCG BDC, Inc.CGBD TCG BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 379.003 Millions
Recent Price: 17.92    
Smart Investing & Trading Score: 88
Day Percent Change: 0.73%    
Day Change: 0.13
Week Change: 0.08%    
Year-to-date Change: 19.8%
CGBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CGBD to Watchlist:       View:      Get Complete CGBD Trend Analysis ➞

Stock Chart of Whitestone REITWSR Whitestone REIT
Sector: Financials
SubSector: REIT - Retail
MarketCap: 316.114 Millions
Recent Price: 13.04    
Smart Investing & Trading Score: 88
Day Percent Change: 0.62%    
Day Change: 0.08
Week Change: 2.27%    
Year-to-date Change: 6.1%
WSR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSR to Watchlist:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 14.44    
Smart Investing & Trading Score: 88
Day Percent Change: 0.56%    
Day Change: 0.08
Week Change: 1.26%    
Year-to-date Change: 9.1%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCM AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 7568.89 Millions
Recent Price: 25.18    
Smart Investing & Trading Score: 88
Day Percent Change: 0.36%    
Day Change: 0.09
Week Change: 0.24%    
Year-to-date Change: 7.1%
AGNCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCM to Watchlist:       View:      Get Complete AGNCM Trend Analysis ➞

Stock Chart of Apollo Global Management, Inc.APO Apollo Global Management, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 12706 Millions
Recent Price: 116.16    
Smart Investing & Trading Score: 88
Day Percent Change: -0.52%    
Day Change: -0.61
Week Change: 0.55%    
Year-to-date Change: 24.7%
APO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APO to Watchlist:       View:      Get Complete APO Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIPML PIMCO Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 688.207 Millions
Recent Price: 8.57    
Smart Investing & Trading Score: 87
Day Percent Change: 1.54%    
Day Change: 0.13
Week Change: 3.13%    
Year-to-date Change: 3.3%
PML Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PML to Watchlist:       View:      Get Complete PML 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: 16.25    
Smart Investing & Trading Score: 87
Day Percent Change: 0.93%    
Day Change: 0.15
Week Change: 1.31%    
Year-to-date Change: 0.4%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 19.94    
Smart Investing & Trading Score: 87
Day Percent Change: 0.45%    
Day Change: 0.09
Week Change: 0.81%    
Year-to-date Change: 8.2%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of The First Bancshares, Inc.FBMS The First Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 359.535 Millions
Recent Price: 25.35    
Smart Investing & Trading Score: 86
Day Percent Change: 1.73%    
Day Change: 0.43
Week Change: 1.32%    
Year-to-date Change: -13.6%
FBMS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBMS to Watchlist:       View:      Get Complete FBMS Trend Analysis ➞

Stock Chart of Broadstone Net Lease, Inc.BNL Broadstone Net Lease, Inc.
Sector: Financials
SubSector: REIT Diversified
MarketCap: 27267 Millions
Recent Price: 15.35    
Smart Investing & Trading Score: 86
Day Percent Change: 1.66%    
Day Change: 0.25
Week Change: 1.66%    
Year-to-date Change: -10.9%
BNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNL to Watchlist:       View:      Get Complete BNL Trend Analysis ➞

Stock Chart of Western Alliance BancorporationWAL Western Alliance Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2980.09 Millions
Recent Price: 63.03    
Smart Investing & Trading Score: 86
Day Percent Change: 1.56%    
Day Change: 0.97
Week Change: 0.11%    
Year-to-date Change: -4.2%
WAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAL to Watchlist:       View:      Get Complete WAL Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 436.61    
Smart Investing & Trading Score: 86
Day Percent Change: 1.42%    
Day Change: 6.10
Week Change: -0.99%    
Year-to-date Change: 15.0%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 13.28    
Smart Investing & Trading Score: 86
Day Percent Change: 1.37%    
Day Change: 0.18
Week Change: 0.11%    
Year-to-date Change: 9.1%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Tri-Continental CorporationTY Tri-Continental Corporation
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 998.647 Millions
Recent Price: 30.79    
Smart Investing & Trading Score: 86
Day Percent Change: 1.32%    
Day Change: 0.40
Week Change: -0.03%    
Year-to-date Change: 6.8%
TY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TY to Watchlist:       View:      Get Complete TY Trend Analysis ➞

Stock Chart of Alexander & Baldwin, Inc.ALEX Alexander & Baldwin, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 751.419 Millions
Recent Price: 16.80    
Smart Investing & Trading Score: 86
Day Percent Change: 1.14%    
Day Change: 0.19
Week Change: 1.76%    
Year-to-date Change: -11.7%
ALEX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALEX to Watchlist:       View:      Get Complete ALEX Trend Analysis ➞

Stock Chart of Nuveen Core Equity Alpha FundJCE Nuveen Core Equity Alpha Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 14.24    
Smart Investing & Trading Score: 86
Day Percent Change: 1.14%    
Day Change: 0.16
Week Change: -1.11%    
Year-to-date Change: 5.1%
JCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCE to Watchlist:       View:      Get Complete JCE Trend Analysis ➞

Stock Chart of Day Hagan/Ned Davis Research Smart Sector ETFSSUS Day Hagan/Ned Davis Research Smart Sector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.34    
Smart Investing & Trading Score: 86
Day Percent Change: 1.03%    
Day Change: 0.39
Week Change: -0.21%    
Year-to-date Change: 7.6%
SSUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSUS to Watchlist:       View:      Get Complete SSUS 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: 14.92    
Smart Investing & Trading Score: 86
Day Percent Change: 1.02%    
Day Change: 0.15
Week Change: -0.07%    
Year-to-date Change: 2.5%
RVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVT to Watchlist:       View:      Get Complete RVT Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.71    
Smart Investing & Trading Score: 86
Day Percent Change: 1.02%    
Day Change: 0.31
Week Change: 0.45%    
Year-to-date Change: 7.2%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 10 ETFTDSC Cabana Target Drawdown 10 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 24.12    
Smart Investing & Trading Score: 86
Day Percent Change: 1.01%    
Day Change: 0.24
Week Change: 0.3%    
Year-to-date Change: 3.5%
TDSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSC to Watchlist:       View:      Get Complete TDSC Trend Analysis ➞

Stock Chart of Eaton Vance Enhanced Equity Income FundEOI Eaton Vance Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 406.247 Millions
Recent Price: 18.45    
Smart Investing & Trading Score: 86
Day Percent Change: 0.99%    
Day Change: 0.18
Week Change: 0%    
Year-to-date Change: 11.3%
EOI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOI to Watchlist:       View:      Get Complete EOI Trend Analysis ➞

Stock Chart of LeaderShares Equity Skew ETFSQEW LeaderShares Equity Skew ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.66    
Smart Investing & Trading Score: 86
Day Percent Change: 0.83%    
Day Change: 0.27
Week Change: 0.02%    
Year-to-date Change: 4.5%
SQEW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SQEW to Watchlist:       View:      Get Complete SQEW Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.08    
Smart Investing & Trading Score: 86
Day Percent Change: 0.76%    
Day Change: 0.23
Week Change: 0.97%    
Year-to-date Change: 6.6%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

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