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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%
STHOStar  Financials Services12.87830.31-14.17%
BCHBanco de Foreign Banks23.68610.302.60%
BFKBlackRock Municipal Closed-End Fund - Debt9.94270.30-1.29%
BTABlackRock Long-Term Closed-End Fund - Debt10.02300.30-2.05%
AWAYETFMG Travel Exchange Traded Fund19.86490.301.59%
MCBCMacatawa Bank Regional Banks14.06610.2924.65%
MSDMorgan Stanley Closed-End Fund - Debt7.16550.293.02%
KWKennedy-Wilson  Property Mgmt10.22860.29-17.45%
IBTJiShares iBonds Exchange Traded Fund21.22420.29-2.59%
PFEBInnovator S&P Exchange Traded Fund34.61710.295.97%
PMAYInnovator S&P Exchange Traded Fund33.56860.296.70%
AFBAllianceBernstein National Closed-End Fund - Debt10.74550.28-0.92%
MHNBlackRock Muni Closed-End Fund - Debt10.56580.280.48%
JPCNuveen Preferred Closed-End Fund - Debt7.17580.286.07%
CASHMeta  S&L53.31860.280.72%
NRKNuveen New  Investments10.73150.281.90%
BWBBPBridgewater Bancshares Banks - Regional17.75100.28-6.58%
ELSEquity LifeStyle REIT62.77420.27-11.02%
DSUBlackRock Debt Closed-End Fund - Debt10.96500.271.58%
SKGRSK Growth SPAC11.11380.272.78%
MPABlackRock MuniYield Closed-End Fund - Debt11.88380.252.15%
GDLGDL Fund Closed-End Fund - Equity7.89510.25-1.87%
GGNGAMCO Global  Investments4.09440.258.78%
CSQCalamos Strategic Closed-End Fund - Debt16.23610.259.15%
MMIMarcus & Millichap Real Estatet32.33250.25-25.98%
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 Star HoldingsSTHO Star Holdings
Sector: Financials
SubSector: Financials Services
MarketCap: 195 Millions
Recent Price: 12.87    
Smart Investing & Trading Score: 83
Day Percent Change: 0.31%    
Day Change: 0.04
Week Change: 0.31%    
Year-to-date Change: -14.2%
STHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STHO to Watchlist:       View:      Get Complete STHO Trend Analysis ➞

Stock Chart of Banco de ChileBCH Banco de Chile
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 8439.69 Millions
Recent Price: 23.68    
Smart Investing & Trading Score: 61
Day Percent Change: 0.30%    
Day Change: 0.07
Week Change: -1.91%    
Year-to-date Change: 2.6%
BCH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCH to Watchlist:       View:      Get Complete BCH Trend Analysis ➞

Stock Chart of BlackRock Municipal Income TrustBFK BlackRock Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 500.707 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 27
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: -0.8%    
Year-to-date Change: -1.3%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 10.02    
Smart Investing & Trading Score: 30
Day Percent Change: 0.30%    
Day Change: 0.03
Week Change: -1.47%    
Year-to-date Change: -2.1%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.86    
Smart Investing & Trading Score: 49
Day Percent Change: 0.30%    
Day Change: 0.06
Week Change: -0.05%    
Year-to-date Change: 1.6%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY Trend Analysis ➞

Stock Chart of Macatawa Bank CorporationMCBC Macatawa Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 264.37 Millions
Recent Price: 14.06    
Smart Investing & Trading Score: 61
Day Percent Change: 0.29%    
Day Change: 0.04
Week Change: 0%    
Year-to-date Change: 24.7%
MCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCBC to Watchlist:       View:      Get Complete MCBC 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 Kennedy-Wilson Holdings, Inc.KW Kennedy-Wilson Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 2025.42 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 86
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 2.2%    
Year-to-date Change: -17.5%
KW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KW to Watchlist:       View:      Get Complete KW Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2029 Term Treasury ETFIBTJ iShares iBonds Dec 2029 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.22    
Smart Investing & Trading Score: 42
Day Percent Change: 0.29%    
Day Change: 0.06
Week Change: 0.19%    
Year-to-date Change: -2.6%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.61    
Smart Investing & Trading Score: 71
Day Percent Change: 0.29%    
Day Change: 0.10
Week Change: 0.03%    
Year-to-date Change: 6.0%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.56    
Smart Investing & Trading Score: 86
Day Percent Change: 0.29%    
Day Change: 0.10
Week Change: -0.11%    
Year-to-date Change: 6.7%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.74    
Smart Investing & Trading Score: 55
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: -0.97%    
Year-to-date Change: -0.9%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 58
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: -0.75%    
Year-to-date Change: 0.5%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 58
Day Percent Change: 0.28%    
Day Change: 0.02
Week Change: -0.69%    
Year-to-date Change: 6.1%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 53.31    
Smart Investing & Trading Score: 86
Day Percent Change: 0.28%    
Day Change: 0.15
Week Change: -3.51%    
Year-to-date Change: 0.7%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Nuveen New York AMT-Free Quality Municipal Income FundNRK Nuveen New York AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1006.7 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 15
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: -1.11%    
Year-to-date Change: 1.9%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 17.75    
Smart Investing & Trading Score: 10
Day Percent Change: 0.28%    
Day Change: 0.05
Week Change: -0.45%    
Year-to-date Change: -6.6%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of Equity LifeStyle Properties, Inc.ELS Equity LifeStyle Properties, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 9570.61 Millions
Recent Price: 62.77    
Smart Investing & Trading Score: 42
Day Percent Change: 0.27%    
Day Change: 0.17
Week Change: 1.49%    
Year-to-date Change: -11.0%
ELS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ELS to Watchlist:       View:      Get Complete ELS Trend Analysis ➞

Stock Chart of BlackRock Debt Strategies Fund, Inc.DSU BlackRock Debt Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.307 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 50
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -0.27%    
Year-to-date Change: 1.6%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of SK Growth Opportunities CorporationSKGR SK Growth Opportunities Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 277 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 38
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: 0.27%    
Year-to-date Change: 2.8%
SKGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKGR to Watchlist:       View:      Get Complete SKGR Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 11.88    
Smart Investing & Trading Score: 38
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: -0.83%    
Year-to-date Change: 2.2%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.89    
Smart Investing & Trading Score: 51
Day Percent Change: 0.25%    
Day Change: 0.02
Week Change: -0.13%    
Year-to-date Change: -1.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.09    
Smart Investing & Trading Score: 44
Day Percent Change: 0.25%    
Day Change: 0.01
Week Change: 2%    
Year-to-date Change: 8.8%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 16.23    
Smart Investing & Trading Score: 61
Day Percent Change: 0.25%    
Day Change: 0.04
Week Change: -1.4%    
Year-to-date Change: 9.2%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 32.33    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.08
Week Change: -1.85%    
Year-to-date Change: -26.0%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

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