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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
SITCSITE Centers REIT - Retail14.421001.55%5.80%
ETXEaton Vance Asset Mgmt18.34660.11%5.77%
ETVEaton Vance Closed-End Fund - Equity13.04731.24%5.76%
KAPRInnovator Russell Exchange Traded Fund30.90710.42%5.75%
HPIJohn Hancock Closed-End Fund - Debt16.68551.58%5.70%
CLMCornerstone Strategic Asset Mgmt7.60601.33%5.70%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.11501.15%5.69%
DHFBNY  Closed-End Fund - Debt2.42930.83%5.68%
FMAYFT Cboe Exchange Traded Fund43.64630.62%5.64%
ACTEnact  Insurance - Specialty30.71510.49%5.61%
ARDCAres Dynamic Asset Mgmt14.52831.04%5.60%
CGCarlyle  Asset Mgmt42.96400.82%5.58%
PCNPIMCO Corporate Closed-End Fund - Debt13.10691.39%5.56%
QYLGGlobal X Exchange Traded Fund30.4343-0.26%5.55%
AWFAllianceBernstein Global Closed-End Fund - Debt10.68880.47%5.53%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt15.35930.79%5.50%
QQQNVictoryShares Nasdaq Exchange Traded Fund28.61500.77%5.49%
BUYZFranklin Disruptive Exchange Traded Fund30.3680.21%5.46%
OHIOmega Healthcare REIT32.331002.50%5.45%
EVTEaton Vance Closed-End Fund - Equity23.46830.90%5.44%
SNVSynovus  Regional Banks39.69931.72%5.42%
TCBXThird Coast Banks - Regional21.09831.54%5.40%
EVGEaton Vance Closed-End Fund - Debt10.94932.43%5.39%
DFEBFT Cboe Exchange Traded Fund39.52760.45%5.39%
USALiberty All-Star Closed-End Fund - Equity6.72431.36%5.33%
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 SITE Centers Corp.SITC SITE Centers Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1449.54 Millions
Recent Price: 14.42    
Smart Investing & Trading Score: 100
Day Percent Change: 1.55%    
Day Change: 0.22
Week Change: 1.48%    
Year-to-date Change: 5.8%
SITC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SITC to Watchlist:       View:      Get Complete SITC Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 18.34    
Smart Investing & Trading Score: 66
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: -1.71%    
Year-to-date Change: 5.8%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 13.04    
Smart Investing & Trading Score: 73
Day Percent Change: 1.24%    
Day Change: 0.16
Week Change: 0.38%    
Year-to-date Change: 5.8%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   AprilKAPR Innovator Russell 2000 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.90    
Smart Investing & Trading Score: 71
Day Percent Change: 0.42%    
Day Change: 0.13
Week Change: 0.52%    
Year-to-date Change: 5.8%
KAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KAPR to Watchlist:       View:      Get Complete KAPR Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.68    
Smart Investing & Trading Score: 55
Day Percent Change: 1.58%    
Day Change: 0.26
Week Change: 1.21%    
Year-to-date Change: 5.7%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.60    
Smart Investing & Trading Score: 60
Day Percent Change: 1.33%    
Day Change: 0.10
Week Change: 1.2%    
Year-to-date Change: 5.7%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.11    
Smart Investing & Trading Score: 50
Day Percent Change: 1.15%    
Day Change: 0.16
Week Change: 0%    
Year-to-date Change: 5.7%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.42    
Smart Investing & Trading Score: 93
Day Percent Change: 0.83%    
Day Change: 0.02
Week Change: -0.41%    
Year-to-date Change: 5.7%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.64    
Smart Investing & Trading Score: 63
Day Percent Change: 0.62%    
Day Change: 0.27
Week Change: -0.21%    
Year-to-date Change: 5.6%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of Enact Holdings, Inc.ACT Enact Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 4010 Millions
Recent Price: 30.71    
Smart Investing & Trading Score: 51
Day Percent Change: 0.49%    
Day Change: 0.15
Week Change: -0.61%    
Year-to-date Change: 5.6%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 14.52    
Smart Investing & Trading Score: 83
Day Percent Change: 1.04%    
Day Change: 0.15
Week Change: 2.4%    
Year-to-date Change: 5.6%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of The Carlyle Group Inc.CG The Carlyle Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 7269.33 Millions
Recent Price: 42.96    
Smart Investing & Trading Score: 40
Day Percent Change: 0.82%    
Day Change: 0.35
Week Change: -3.57%    
Year-to-date Change: 5.6%
CG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CG to Watchlist:       View:      Get Complete CG Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 13.10    
Smart Investing & Trading Score: 69
Day Percent Change: 1.39%    
Day Change: 0.18
Week Change: 1.39%    
Year-to-date Change: 5.6%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.43    
Smart Investing & Trading Score: 43
Day Percent Change: -0.26%    
Day Change: -0.08
Week Change: -0.2%    
Year-to-date Change: 5.6%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of AllianceBernstein Global High Income FundAWF AllianceBernstein Global High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 764.807 Millions
Recent Price: 10.68    
Smart Investing & Trading Score: 88
Day Percent Change: 0.47%    
Day Change: 0.05
Week Change: 0.09%    
Year-to-date Change: 5.5%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 15.35    
Smart Investing & Trading Score: 93
Day Percent Change: 0.79%    
Day Change: 0.12
Week Change: 0.26%    
Year-to-date Change: 5.5%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of VictoryShares Nasdaq Next 50 ETFQQQN VictoryShares Nasdaq Next 50 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.61    
Smart Investing & Trading Score: 50
Day Percent Change: 0.77%    
Day Change: 0.22
Week Change: -0.17%    
Year-to-date Change: 5.5%
QQQN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQN to Watchlist:       View:      Get Complete QQQN Trend Analysis ➞

Stock Chart of Franklin Disruptive Commerce ETFBUYZ Franklin Disruptive Commerce ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.36    
Smart Investing & Trading Score: 8
Day Percent Change: 0.21%    
Day Change: 0.06
Week Change: -0.27%    
Year-to-date Change: 5.5%
BUYZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUYZ to Watchlist:       View:      Get Complete BUYZ Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 32.33    
Smart Investing & Trading Score: 100
Day Percent Change: 2.50%    
Day Change: 0.79
Week Change: 2.73%    
Year-to-date Change: 5.5%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 23.46    
Smart Investing & Trading Score: 83
Day Percent Change: 0.90%    
Day Change: 0.21
Week Change: -0.3%    
Year-to-date Change: 5.4%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Synovus Financial Corp.SNV Synovus Financial Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2697.29 Millions
Recent Price: 39.69    
Smart Investing & Trading Score: 93
Day Percent Change: 1.72%    
Day Change: 0.67
Week Change: 1.15%    
Year-to-date Change: 5.4%
SNV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SNV to Watchlist:       View:      Get Complete SNV Trend Analysis ➞

Stock Chart of Third Coast Bancshares, Inc.TCBX Third Coast Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 212 Millions
Recent Price: 21.09    
Smart Investing & Trading Score: 83
Day Percent Change: 1.54%    
Day Change: 0.32
Week Change: -0.42%    
Year-to-date Change: 5.4%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of Eaton Vance Short Duration Diversified Income FundEVG Eaton Vance Short Duration Diversified Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 183.207 Millions
Recent Price: 10.94    
Smart Investing & Trading Score: 93
Day Percent Change: 2.43%    
Day Change: 0.26
Week Change: 1.3%    
Year-to-date Change: 5.4%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.52    
Smart Investing & Trading Score: 76
Day Percent Change: 0.45%    
Day Change: 0.18
Week Change: -0.17%    
Year-to-date Change: 5.4%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 43
Day Percent Change: 1.36%    
Day Change: 0.09
Week Change: -0.88%    
Year-to-date Change: 5.3%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

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