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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%
MSBIMidland States Regional Banks22.72270.53-17.56%
KIOKKR ome Closed-End Fund - Debt13.37500.536.36%
MQTBlackRock MuniYield Closed-End Fund - Debt9.93420.52-4.06%
MYDBlackRock MuniYield Closed-End Fund - Debt10.59250.52-1.76%
TOWNTowneBank  Regional Banks27.19550.52-8.64%
PRIPrimerica  Life Insurance225.89520.529.78%
LGIHLGI Homes Real Estatet96.00420.52-27.91%
SPUSSP Funds Exchange Traded Fund38.32560.5211.98%
IBOC Bancshares Regional - Southwest Banks56.83530.514.62%
CTOConsolidated-Tomoka Land Real Estatet17.76930.512.48%
MUEBlackRock Muni Closed-End Fund - Debt9.81370.51-2.10%
QQQJInvesco NASDAQ Exchange Traded Fund27.68220.512.03%
ICEIntercontinental Exchange  Investments133.90500.504.26%
HMNHorace Mann Insurance34.17180.504.50%
STBAS&T Bancorp Regional Banks31.91680.50-4.52%
WIAWestern Asset Closed-End Fund - Debt8.06730.50-0.74%
QQQXNuveen Nasdaq Closed-End Fund - Equity23.99560.503.63%
PAIWestern Asset Closed-End Fund - Debt11.96630.50-0.66%
BSTBlackRock Science Closed-End Fund - Equity36.42300.508.20%
NBHNeuberger Berman Asset Mgmt10.25480.49-0.97%
GUTGabelli Utility Closed-End Fund - Equity6.13930.4913.10%
NIEAllianzGI Equity Asset Mgmt22.37690.496.98%
EIMEaton Vance Asset Mgmt10.30630.491.68%
ACTEnact  Insurance - Specialty30.71510.495.61%
DSLDoubleLine ome Closed-End Fund - Debt12.50470.482.12%
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 Midland States Bancorp, Inc.MSBI Midland States Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 400.27 Millions
Recent Price: 22.72    
Smart Investing & Trading Score: 27
Day Percent Change: 0.53%    
Day Change: 0.12
Week Change: -0.44%    
Year-to-date Change: -17.6%
MSBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBI to Watchlist:       View:      Get Complete MSBI Trend Analysis ➞

Stock Chart of KKR Income Opportunities FundKIO KKR Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 208.607 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 50
Day Percent Change: 0.53%    
Day Change: 0.07
Week Change: -0.22%    
Year-to-date Change: 6.4%
KIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KIO to Watchlist:       View:      Get Complete KIO Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund II, Inc.MQT BlackRock MuniYield Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 239.707 Millions
Recent Price: 9.93    
Smart Investing & Trading Score: 42
Day Percent Change: 0.52%    
Day Change: 0.05
Week Change: -1.19%    
Year-to-date Change: -4.1%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 25
Day Percent Change: 0.52%    
Day Change: 0.05
Week Change: -1.3%    
Year-to-date Change: -1.8%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD Trend Analysis ➞

Stock Chart of TowneBankTOWN TowneBank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1344.09 Millions
Recent Price: 27.19    
Smart Investing & Trading Score: 55
Day Percent Change: 0.52%    
Day Change: 0.14
Week Change: 0.3%    
Year-to-date Change: -8.6%
TOWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TOWN to Watchlist:       View:      Get Complete TOWN Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 225.89    
Smart Investing & Trading Score: 52
Day Percent Change: 0.52%    
Day Change: 1.16
Week Change: -0.73%    
Year-to-date Change: 9.8%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI Trend Analysis ➞

Stock Chart of LGI Homes, Inc.LGIH LGI Homes, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1316.49 Millions
Recent Price: 96.00    
Smart Investing & Trading Score: 42
Day Percent Change: 0.52%    
Day Change: 0.50
Week Change: 1.16%    
Year-to-date Change: -27.9%
LGIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGIH to Watchlist:       View:      Get Complete LGIH Trend Analysis ➞

Stock Chart of SP Funds S&P 500 Sharia Industry Exclusions ETFSPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.32    
Smart Investing & Trading Score: 56
Day Percent Change: 0.52%    
Day Change: 0.20
Week Change: -0.89%    
Year-to-date Change: 12.0%
SPUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPUS to Watchlist:       View:      Get Complete SPUS Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 56.83    
Smart Investing & Trading Score: 53
Day Percent Change: 0.51%    
Day Change: 0.29
Week Change: -1.86%    
Year-to-date Change: 4.6%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC 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: 17.76    
Smart Investing & Trading Score: 93
Day Percent Change: 0.51%    
Day Change: 0.09
Week Change: 1.78%    
Year-to-date Change: 2.5%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Quality Fund II, Inc.MUE BlackRock MuniHoldings Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 240.007 Millions
Recent Price: 9.81    
Smart Investing & Trading Score: 37
Day Percent Change: 0.51%    
Day Change: 0.05
Week Change: -1.8%    
Year-to-date Change: -2.1%
MUE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUE to Watchlist:       View:      Get Complete MUE Trend Analysis ➞

Stock Chart of Invesco NASDAQ Next Gen 100 ETFQQQJ Invesco NASDAQ Next Gen 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.68    
Smart Investing & Trading Score: 22
Day Percent Change: 0.51%    
Day Change: 0.14
Week Change: -0.97%    
Year-to-date Change: 2.0%
QQQJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQJ to Watchlist:       View:      Get Complete QQQJ Trend Analysis ➞

Stock Chart of Intercontinental Exchange, Inc.ICE Intercontinental Exchange, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 46054.6 Millions
Recent Price: 133.90    
Smart Investing & Trading Score: 50
Day Percent Change: 0.50%    
Day Change: 0.66
Week Change: -1.79%    
Year-to-date Change: 4.3%
ICE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ICE to Watchlist:       View:      Get Complete ICE Trend Analysis ➞

Stock Chart of Horace Mann Educators CorporationHMN Horace Mann Educators Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1545.52 Millions
Recent Price: 34.17    
Smart Investing & Trading Score: 18
Day Percent Change: 0.50%    
Day Change: 0.17
Week Change: 1.21%    
Year-to-date Change: 4.5%
HMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMN to Watchlist:       View:      Get Complete HMN Trend Analysis ➞

Stock Chart of S&T Bancorp, Inc.STBA S&T Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 1136.99 Millions
Recent Price: 31.91    
Smart Investing & Trading Score: 68
Day Percent Change: 0.50%    
Day Change: 0.16
Week Change: -2.95%    
Year-to-date Change: -4.5%
STBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STBA to Watchlist:       View:      Get Complete STBA Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 8.06    
Smart Investing & Trading Score: 73
Day Percent Change: 0.50%    
Day Change: 0.04
Week Change: 0.5%    
Year-to-date Change: -0.7%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Nuveen Nasdaq 100 Dynamic Overwrite FundQQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 643.347 Millions
Recent Price: 23.99    
Smart Investing & Trading Score: 56
Day Percent Change: 0.50%    
Day Change: 0.12
Week Change: -0.21%    
Year-to-date Change: 3.6%
QQQX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQX to Watchlist:       View:      Get Complete QQQX Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 11.96    
Smart Investing & Trading Score: 63
Day Percent Change: 0.50%    
Day Change: 0.06
Week Change: -0.58%    
Year-to-date Change: -0.7%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 36.42    
Smart Investing & Trading Score: 30
Day Percent Change: 0.50%    
Day Change: 0.18
Week Change: -0.3%    
Year-to-date Change: 8.2%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST 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: 10.25    
Smart Investing & Trading Score: 48
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: -0.24%    
Year-to-date Change: -1.0%
NBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBH to Watchlist:       View:      Get Complete NBH Trend Analysis ➞

Stock Chart of The Gabelli Utility TrustGUT The Gabelli Utility Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.447 Millions
Recent Price: 6.13    
Smart Investing & Trading Score: 93
Day Percent Change: 0.49%    
Day Change: 0.03
Week Change: 1.16%    
Year-to-date Change: 13.1%
GUT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GUT to Watchlist:       View:      Get Complete GUT Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 22.37    
Smart Investing & Trading Score: 69
Day Percent Change: 0.49%    
Day Change: 0.11
Week Change: -0.75%    
Year-to-date Change: 7.0%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 63
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: -0.87%    
Year-to-date Change: 1.7%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM 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 DoubleLine Income Solutions FundDSL DoubleLine Income Solutions Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1313.37 Millions
Recent Price: 12.50    
Smart Investing & Trading Score: 47
Day Percent Change: 0.48%    
Day Change: 0.06
Week Change: -0.08%    
Year-to-date Change: 2.1%
DSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSL to Watchlist:       View:      Get Complete DSL Trend Analysis ➞

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