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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 %Weekly Change%
DSMBNY  Closed-End Fund - Debt5.69270.89%0.00%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.72680.17%0.00%
HIXWestern Asset Closed-End Fund - Debt4.39350.92%0.00%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity11.40672.43%0.00%
BDJBlackRock Enhanced Closed-End Fund - Equity8.25711.35%0.00%
PPTPutnam Premier Closed-End Fund - Debt3.48321.16%0.00%
FAXAberdeen Asia-Pacific Closed-End Fund - Debt2.66321.92%0.00%
ACPAberdeen ome Closed-End Fund - Debt6.70421.06%0.00%
PDTJohn Hancock Closed-End Fund - Debt11.50551.41%0.00%
VBFInvesco Bond Closed-End Fund - Debt15.73670.58%0.00%
MSDMorgan Stanley Closed-End Fund - Debt7.16550.29%0.00%
MGFMFS Government Closed-End Fund - Debt3.07170.99%0.00%
NZFNuveen Municipal Asset Mgmt11.92581.02%0.00%
EOIEaton Vance Closed-End Fund - Equity18.45860.99%0.00%
NUVNuveen Municipal Closed-End Fund - Debt8.47250.95%0.00%
IGRCBRE Clarion Closed-End Fund - Foreign4.98422.05%0.00%
NENNew England Real Estatet71.5075-0.63%0.00%
ESBAEmpire State REIT - Office9.25491.98%0.00%
ACAssociated Capital Asset Mgmt34.3583-0.09%0.00%
FFWMFirst Foundation Regional Banks5.92624.04%0.00%
ECCEagle Point Closed-End Fund - Debt10.19760.20%0.00%
BTTBlackrock Municipal Closed-End Fund - Debt20.47250.64%0.00%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.11501.15%0.00%
NMRKNewmark  Property Mgmt10.41521.26%0.00%
AMALAmalgamated Bank Regional Banks25.28590.32%0.00%
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 BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.69    
Smart Investing & Trading Score: 27
Day Percent Change: 0.89%    
Day Change: 0.05
Week Change: 0%    
Year-to-date Change: -0.4%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 68
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 4.6%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.39    
Smart Investing & Trading Score: 35
Day Percent Change: 0.92%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -11.5%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, Inc.RQI Cohen & Steers Quality Income Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 811.847 Millions
Recent Price: 11.40    
Smart Investing & Trading Score: 67
Day Percent Change: 2.43%    
Day Change: 0.27
Week Change: 0%    
Year-to-date Change: -6.9%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of BlackRock Enhanced Equity Dividend TrustBDJ BlackRock Enhanced Equity Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1031.47 Millions
Recent Price: 8.25    
Smart Investing & Trading Score: 71
Day Percent Change: 1.35%    
Day Change: 0.11
Week Change: 0%    
Year-to-date Change: 7.3%
BDJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BDJ to Watchlist:       View:      Get Complete BDJ 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: 3.48    
Smart Investing & Trading Score: 32
Day Percent Change: 1.16%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: -2.5%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of Aberdeen Asia-Pacific Income Fund, Inc.FAX Aberdeen Asia-Pacific Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 807.407 Millions
Recent Price: 2.66    
Smart Investing & Trading Score: 32
Day Percent Change: 1.92%    
Day Change: 0.05
Week Change: 0%    
Year-to-date Change: -1.9%
FAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FAX to Watchlist:       View:      Get Complete FAX 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: 6.70    
Smart Investing & Trading Score: 42
Day Percent Change: 1.06%    
Day Change: 0.07
Week Change: 0%    
Year-to-date Change: -1.5%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 404.207 Millions
Recent Price: 11.50    
Smart Investing & Trading Score: 55
Day Percent Change: 1.41%    
Day Change: 0.16
Week Change: 0%    
Year-to-date Change: 8.0%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.73    
Smart Investing & Trading Score: 67
Day Percent Change: 0.58%    
Day Change: 0.09
Week Change: 0%    
Year-to-date Change: 3.4%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 7.16    
Smart Investing & Trading Score: 55
Day Percent Change: 0.29%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 3.0%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD 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: 3.07    
Smart Investing & Trading Score: 17
Day Percent Change: 0.99%    
Day Change: 0.03
Week Change: 0%    
Year-to-date Change: -3.5%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of Nuveen Municipal Credit Income FundNZF Nuveen Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1779.43 Millions
Recent Price: 11.92    
Smart Investing & Trading Score: 58
Day Percent Change: 1.02%    
Day Change: 0.12
Week Change: 0%    
Year-to-date Change: 0.9%
NZF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NZF to Watchlist:       View:      Get Complete NZF 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 Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.47    
Smart Investing & Trading Score: 25
Day Percent Change: 0.95%    
Day Change: 0.08
Week Change: 0%    
Year-to-date Change: -1.5%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of CBRE Clarion Global Real Estate Income FundIGR CBRE Clarion Global Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.347 Millions
Recent Price: 4.98    
Smart Investing & Trading Score: 42
Day Percent Change: 2.05%    
Day Change: 0.10
Week Change: 0%    
Year-to-date Change: -8.3%
IGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGR to Watchlist:       View:      Get Complete IGR Trend Analysis ➞

Stock Chart of New England Realty Associates Limited PartnershipNEN New England Realty Associates Limited Partnership
Sector: Financials
SubSector: Real Estate Development
MarketCap: 153.819 Millions
Recent Price: 71.50    
Smart Investing & Trading Score: 75
Day Percent Change: -0.63%    
Day Change: -0.45
Week Change: 0%    
Year-to-date Change: 2.6%
NEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEN to Watchlist:       View:      Get Complete NEN 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: 9.25    
Smart Investing & Trading Score: 49
Day Percent Change: 1.98%    
Day Change: 0.18
Week Change: 0%    
Year-to-date Change: -1.6%
ESBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESBA to Watchlist:       View:      Get Complete ESBA Trend Analysis ➞

Stock Chart of Associated Capital Group, Inc.AC Associated Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 657.503 Millions
Recent Price: 34.35    
Smart Investing & Trading Score: 83
Day Percent Change: -0.09%    
Day Change: -0.03
Week Change: 0%    
Year-to-date Change: -3.8%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC Trend Analysis ➞

Stock Chart of First Foundation Inc.FFWM First Foundation Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 457.17 Millions
Recent Price: 5.92    
Smart Investing & Trading Score: 62
Day Percent Change: 4.04%    
Day Change: 0.23
Week Change: 0%    
Year-to-date Change: -38.8%
FFWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFWM to Watchlist:       View:      Get Complete FFWM Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 173.207 Millions
Recent Price: 10.19    
Smart Investing & Trading Score: 76
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: 7.3%
ECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECC to Watchlist:       View:      Get Complete ECC Trend Analysis ➞

Stock Chart of Blackrock Municipal 2030 Target Term TrustBTT Blackrock Municipal 2030 Target Term Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1438.37 Millions
Recent Price: 20.47    
Smart Investing & Trading Score: 25
Day Percent Change: 0.64%    
Day Change: 0.13
Week Change: 0%    
Year-to-date Change: -1.6%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT 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 Newmark Group, Inc.NMRK Newmark Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 767.542 Millions
Recent Price: 10.41    
Smart Investing & Trading Score: 52
Day Percent Change: 1.26%    
Day Change: 0.13
Week Change: 0%    
Year-to-date Change: -5.0%
NMRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMRK to Watchlist:       View:      Get Complete NMRK Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 25.28    
Smart Investing & Trading Score: 59
Day Percent Change: 0.32%    
Day Change: 0.08
Week Change: 0%    
Year-to-date Change: -6.2%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

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