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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%
MITTAG Mortgage Mortgage6.82930.447.40%
FMBHFirst Mid Regional Banks31.74630.44-8.42%
INSIInsight Select Asset Mgmt15.89440.44-0.50%
JIGJPMorgan  Exchange Traded Fund63.02660.448.00%
VVisa  Credit Services272.46250.434.65%
BKNBlackRock  Closed-End Fund - Debt11.69170.43-1.43%
MMTMFS Multimarket Closed-End Fund - Debt4.64700.431.98%
PNIPIMCO New Closed-End Fund - Debt7.19300.43-5.27%
IVRInvesco Mortgage Mortgage9.29810.434.85%
PMARInnovator S&P Exchange Traded Fund37.27710.434.60%
TPGTPG  Asset Mgmt41.92170.43-3.11%
PUKPrudential  Life Insurance19.30270.42-14.03%
HYBNew America Closed-End Fund - Debt7.22470.422.56%
EDDMorgan Stanley Closed-End Fund - Debt4.75610.421.93%
SAFESafehold  REIT - 19.28570.42-17.61%
IGIWestern Asset Asset Mgmt16.85420.42-4.15%
KAPRInnovator Russell Exchange Traded Fund30.90710.425.75%
AIFApollo Tactical Asset Mgmt14.61550.414.66%
CCDCalamos Dynamic Closed-End Fund - Equity22.25460.4112.49%
OPADOfferpad  Financials Services4.85170.41-52.68%
TRSTTrustCo Bank Regional Banks27.80610.40-10.47%
ETOEaton Vance Closed-End Fund - Equity25.13860.406.30%
BGXBlackstone / Closed-End Fund - Debt12.58830.409.87%
TOPTOP  Capital Markets2.49270.40-33.06%
CIONCION  Asset Mgmt12.51760.4010.42%
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 AG Mortgage Investment Trust, Inc.MITT AG Mortgage Investment Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 197.839 Millions
Recent Price: 6.82    
Smart Investing & Trading Score: 93
Day Percent Change: 0.44%    
Day Change: 0.03
Week Change: 2.25%    
Year-to-date Change: 7.4%
MITT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MITT to Watchlist:       View:      Get Complete MITT Trend Analysis ➞

Stock Chart of First Mid Bancshares, Inc.FMBH First Mid Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 373.27 Millions
Recent Price: 31.74    
Smart Investing & Trading Score: 63
Day Percent Change: 0.44%    
Day Change: 0.14
Week Change: -0.47%    
Year-to-date Change: -8.4%
FMBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMBH to Watchlist:       View:      Get Complete FMBH Trend Analysis ➞

Stock Chart of Insight Select Income FundINSI Insight Select Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 174.003 Millions
Recent Price: 15.89    
Smart Investing & Trading Score: 44
Day Percent Change: 0.44%    
Day Change: 0.07
Week Change: -0.38%    
Year-to-date Change: -0.5%
INSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INSI to Watchlist:       View:      Get Complete INSI Trend Analysis ➞

Stock Chart of JPMorgan International Growth ETFJIG JPMorgan International Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 63.02    
Smart Investing & Trading Score: 66
Day Percent Change: 0.44%    
Day Change: 0.28
Week Change: -0.2%    
Year-to-date Change: 8.0%
JIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JIG to Watchlist:       View:      Get Complete JIG Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 272.46    
Smart Investing & Trading Score: 25
Day Percent Change: 0.43%    
Day Change: 1.16
Week Change: -0.74%    
Year-to-date Change: 4.7%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 11.69    
Smart Investing & Trading Score: 17
Day Percent Change: 0.43%    
Day Change: 0.05
Week Change: -1.52%    
Year-to-date Change: -1.4%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.64    
Smart Investing & Trading Score: 70
Day Percent Change: 0.43%    
Day Change: 0.02
Week Change: 0.43%    
Year-to-date Change: 2.0%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 30
Day Percent Change: 0.43%    
Day Change: 0.03
Week Change: -0.96%    
Year-to-date Change: -5.3%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of Invesco Mortgage Capital Inc.IVR Invesco Mortgage Capital Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1182.19 Millions
Recent Price: 9.29    
Smart Investing & Trading Score: 81
Day Percent Change: 0.43%    
Day Change: 0.04
Week Change: 1.53%    
Year-to-date Change: 4.9%
IVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVR to Watchlist:       View:      Get Complete IVR Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 37.27    
Smart Investing & Trading Score: 71
Day Percent Change: 0.43%    
Day Change: 0.16
Week Change: 0.05%    
Year-to-date Change: 4.6%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of TPG Inc.TPG TPG Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 8700 Millions
Recent Price: 41.92    
Smart Investing & Trading Score: 17
Day Percent Change: 0.43%    
Day Change: 0.18
Week Change: -5.22%    
Year-to-date Change: -3.1%
TPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPG to Watchlist:       View:      Get Complete TPG Trend Analysis ➞

Stock Chart of Prudential plcPUK Prudential plc
Sector: Financials
SubSector: Life Insurance
MarketCap: 28247.4 Millions
Recent Price: 19.30    
Smart Investing & Trading Score: 27
Day Percent Change: 0.42%    
Day Change: 0.08
Week Change: -1.78%    
Year-to-date Change: -14.0%
PUK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUK to Watchlist:       View:      Get Complete PUK Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.22    
Smart Investing & Trading Score: 47
Day Percent Change: 0.42%    
Day Change: 0.03
Week Change: 0.28%    
Year-to-date Change: 2.6%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.75    
Smart Investing & Trading Score: 61
Day Percent Change: 0.42%    
Day Change: 0.02
Week Change: -1.25%    
Year-to-date Change: 1.9%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Safehold Inc.SAFE Safehold Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 2994.63 Millions
Recent Price: 19.28    
Smart Investing & Trading Score: 57
Day Percent Change: 0.42%    
Day Change: 0.08
Week Change: -0.26%    
Year-to-date Change: -17.6%
SAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFE to Watchlist:       View:      Get Complete SAFE Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Defined Opportunity Trust Inc.IGI Western Asset Investment Grade Defined Opportunity Trust Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 176.503 Millions
Recent Price: 16.85    
Smart Investing & Trading Score: 42
Day Percent Change: 0.42%    
Day Change: 0.07
Week Change: 0.06%    
Year-to-date Change: -4.2%
IGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGI to Watchlist:       View:      Get Complete IGI 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 Apollo Tactical Income Fund Inc.AIF Apollo Tactical Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.803 Millions
Recent Price: 14.61    
Smart Investing & Trading Score: 55
Day Percent Change: 0.41%    
Day Change: 0.06
Week Change: -0.2%    
Year-to-date Change: 4.7%
AIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIF to Watchlist:       View:      Get Complete AIF Trend Analysis ➞

Stock Chart of Calamos Dynamic Convertible and Income FundCCD Calamos Dynamic Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 329.047 Millions
Recent Price: 22.25    
Smart Investing & Trading Score: 46
Day Percent Change: 0.41%    
Day Change: 0.09
Week Change: -0.85%    
Year-to-date Change: 12.5%
CCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCD to Watchlist:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Offerpad Solutions Inc.OPAD Offerpad Solutions Inc.
Sector: Financials
SubSector: Financials Services
MarketCap: 345 Millions
Recent Price: 4.85    
Smart Investing & Trading Score: 17
Day Percent Change: 0.41%    
Day Change: 0.02
Week Change: -1.02%    
Year-to-date Change: -52.7%
OPAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPAD to Watchlist:       View:      Get Complete OPAD Trend Analysis ➞

Stock Chart of TrustCo Bank Corp NYTRST TrustCo Bank Corp NY
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 543.999 Millions
Recent Price: 27.80    
Smart Investing & Trading Score: 61
Day Percent Change: 0.40%    
Day Change: 0.11
Week Change: -1.28%    
Year-to-date Change: -10.5%
TRST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRST to Watchlist:       View:      Get Complete TRST Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 25.13    
Smart Investing & Trading Score: 86
Day Percent Change: 0.40%    
Day Change: 0.10
Week Change: -1.02%    
Year-to-date Change: 6.3%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.58    
Smart Investing & Trading Score: 83
Day Percent Change: 0.40%    
Day Change: 0.05
Week Change: 0.64%    
Year-to-date Change: 9.9%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX Trend Analysis ➞

Stock Chart of TOP Financial Group LimitedTOP TOP Financial Group Limited
Sector: Financials
SubSector: Capital Markets
MarketCap: 329 Millions
Recent Price: 2.49    
Smart Investing & Trading Score: 27
Day Percent Change: 0.40%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: -33.1%
TOP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TOP to Watchlist:       View:      Get Complete TOP Trend Analysis ➞

Stock Chart of CION Investment CorporationCION CION Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 563 Millions
Recent Price: 12.51    
Smart Investing & Trading Score: 76
Day Percent Change: 0.40%    
Day Change: 0.05
Week Change: 0.85%    
Year-to-date Change: 10.4%
CION Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CION to Watchlist:       View:      Get Complete CION Trend Analysis ➞

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