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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
May 20, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 100 and a deterioration of trend continues.

 Year To Date Performance: 13.01 %
 Weekly Performance: 1.58 %
 Daily Performance: 0.73 %
12Stocks.com
Financial Sector Trend
95 / 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%
PNIPIMCO New Closed-End Fund - Debt7.3730-0.54%0.34%
TRINTrinity Capital Asset Mgmt14.93680.34%0.34%
ERCWells Fargo Asset Mgmt9.04330.00%0.33%
PAIWestern Asset Closed-End Fund - Debt12.0369-0.25%0.33%
GOODOGladstone Commercial REIT - 20.0276-0.07%0.33%
BCXBlackrock Resources Closed-End Fund - Equity9.45880.64%0.32%
ISDPGIM High Closed-End Fund - Debt12.6638-0.08%0.32%
AIRCApartment ome REIT38.72830.16%0.31%
EOTEaton Vance Closed-End Fund - Debt16.58430.06%0.30%
NYMTLNew York REIT - Mortgage19.9456-0.25%0.30%
TRMKTrustmark  Regional Banks30.77830.07%0.29%
BTZBlackRock Credit Closed-End Fund - Debt10.4333-0.48%0.29%
MVTBlackRock MuniVest Closed-End Fund - Debt10.78650.00%0.28%
AFBAllianceBernstein National Closed-End Fund - Debt10.8850-0.37%0.28%
EVGEaton Vance Closed-End Fund - Debt10.8269-0.18%0.28%
NMTNuveen Massachusetts Closed-End Fund - Debt10.7283-0.14%0.28%
NRKNuveen New  Investments10.90630.28%0.28%
CDAQCompass Digital SPAC10.82750.00%0.28%
EWBCEast West Foreign Banks77.41710.08%0.27%
MIYBlackRock MuniYield Closed-End Fund - Debt11.33560.00%0.27%
FIHLFidelis Insurance Insurance - 18.53680.43%0.27%
HPSJohn Hancock Closed-End Fund - Debt15.4059-0.45%0.26%
OCSLOaktree Specialty Credit Services19.3742-0.05%0.26%
VMCAValuence Merger SPAC11.47480.17%0.26%
PLAOPatria Latin SPAC11.39650.09%0.26%
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 13.01% and is currently outperforming the overall market by 2.44% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Very Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 13.01%
**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 [526%] Fangdd Network[150%] Banco Macro[126%]
Grupo Financiero[112%] Banco BBVA[111%] SelectQuote [110%]
Gladstone Capital[107%] EverQuote [98%] Hippo [93%]
Grupo Supervielle[87%] Vista Oil[61%] Yiren Digital[61%]
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
Fangdd Network[360.3%] Xinyuan Real[53.3%] Iris Energy[25.7%]
Fathom [25.4%] Huize Holding[21.8%] First Foundation[19%]
Trupanion [17.2%] Bridge [16.7%] MicroSectors Gold[15.2%]
KE [13.9%] Douglas Elliman[13.6%] Citizens [13.4%]
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
Office Properties[-70%] New York[-64%] Texas Pacific[-61%]
Hywin [-57%] Douglas Elliman[-54%] FRP [-52%]
AlTi Global[-51%] Fathom [-49%] Fanhua [-47%]
OppFi [-43%] Offerpad [-43%] Granite Point[-43%]
.
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
Fangdd Network[100] Xinyuan Real[100] MicroSectors Gold[100]
Sprott Physical[100] Citizens & Northern[100] Sumitomo Mitsui[100]
First Community[100] Chubb [100] Angel Oak[100]
Sprott Physical[100] Iris Energy[100] Bridge [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  42.49950.731.5813.01%
IAIBroker-Dealers & Secs 119.471001.082.5910.08%
IYFFinancials  96.85950.431.7313.39%
IYGFinancial Services  67.11950.151.5612.34%
KRERegional Banking  51.19830.231.67-2.37%
IXGGlobal Financials  88.72880.211.4112.91%
VFHFinancials  103.00950.181.4511.64%
KBEBank  47.93830.441.254.15%
FASFinancial Bull 3X 112.32951.814.0635.9%
FAZFinancial Bear 3X 9.7510-1.71-3.75-28.68%
UYGFinancials  68.541001.232.7724.17%
IATRegional Banks  43.4276-0.261.023.78%
KIEInsurance  51.831000.881.0914.62%
PSCFSmallCap Financials  49.03950.281.44-0.31%
EUFNEurope Financials  24.13950.672.5115.12%
PGFFinancial Preferred  14.8152-0.100.681.58%
 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 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: 7.37    
Smart Investing & Trading Score: 30
Day Percent Change: -0.54%    
Day Change: -0.04
Week Change: 0.34%    
Year-to-date Change: -2.9%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 14.93    
Smart Investing & Trading Score: 68
Day Percent Change: 0.34%    
Day Change: 0.05
Week Change: 0.34%    
Year-to-date Change: 3.0%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 9.04    
Smart Investing & Trading Score: 33
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.33%    
Year-to-date Change: -4.2%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC 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: 12.03    
Smart Investing & Trading Score: 69
Day Percent Change: -0.25%    
Day Change: -0.03
Week Change: 0.33%    
Year-to-date Change: -0.1%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODO Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 538 Millions
Recent Price: 20.02    
Smart Investing & Trading Score: 76
Day Percent Change: -0.07%    
Day Change: -0.02
Week Change: 0.33%    
Year-to-date Change: 3.5%
GOODO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODO to Watchlist:       View:      Get Complete GOODO Trend Analysis ➞

Stock Chart of Blackrock Resources & Commodities Strategy TrustBCX Blackrock Resources & Commodities Strategy Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 363.747 Millions
Recent Price: 9.45    
Smart Investing & Trading Score: 88
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 0.32%    
Year-to-date Change: 6.4%
BCX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCX to Watchlist:       View:      Get Complete BCX Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 38
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 0.32%    
Year-to-date Change: 2.8%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Apartment Income REIT Corp.AIRC Apartment Income REIT Corp.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 5280 Millions
Recent Price: 38.72    
Smart Investing & Trading Score: 83
Day Percent Change: 0.16%    
Day Change: 0.06
Week Change: 0.31%    
Year-to-date Change: 10.9%
AIRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIRC to Watchlist:       View:      Get Complete AIRC Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 264.607 Millions
Recent Price: 16.58    
Smart Investing & Trading Score: 43
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: 0.3%    
Year-to-date Change: -2.0%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.94    
Smart Investing & Trading Score: 56
Day Percent Change: -0.25%    
Day Change: -0.05
Week Change: 0.3%    
Year-to-date Change: 1.7%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 30.77    
Smart Investing & Trading Score: 83
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: 0.29%    
Year-to-date Change: 10.4%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of BlackRock Credit Allocation Income TrustBTZ BlackRock Credit Allocation Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1023.07 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 33
Day Percent Change: -0.48%    
Day Change: -0.05
Week Change: 0.29%    
Year-to-date Change: 1.1%
BTZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTZ to Watchlist:       View:      Get Complete BTZ Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.78    
Smart Investing & Trading Score: 65
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.28%    
Year-to-date Change: 0.1%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT 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: 10.88    
Smart Investing & Trading Score: 50
Day Percent Change: -0.37%    
Day Change: -0.04
Week Change: 0.28%    
Year-to-date Change: 0.4%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB 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: 10.82    
Smart Investing & Trading Score: 69
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.28%    
Year-to-date Change: 4.2%
EVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVG to Watchlist:       View:      Get Complete EVG Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 83
Day Percent Change: -0.14%    
Day Change: -0.01
Week Change: 0.28%    
Year-to-date Change: 2.0%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT 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: 10.90    
Smart Investing & Trading Score: 63
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: 0.28%    
Year-to-date Change: 3.5%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 75
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.28%    
Year-to-date Change: 1.6%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of East West Bancorp, Inc.EWBC East West Bancorp, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 4618.31 Millions
Recent Price: 77.41    
Smart Investing & Trading Score: 71
Day Percent Change: 0.08%    
Day Change: 0.06
Week Change: 0.27%    
Year-to-date Change: 7.6%
EWBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EWBC to Watchlist:       View:      Get Complete EWBC Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 56
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.27%    
Year-to-date Change: -0.3%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of Fidelis Insurance Holdings LimitedFIHL Fidelis Insurance Holdings Limited
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 1590 Millions
Recent Price: 18.53    
Smart Investing & Trading Score: 68
Day Percent Change: 0.43%    
Day Change: 0.08
Week Change: 0.27%    
Year-to-date Change: 46.7%
FIHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIHL to Watchlist:       View:      Get Complete FIHL Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 15.40    
Smart Investing & Trading Score: 59
Day Percent Change: -0.45%    
Day Change: -0.07
Week Change: 0.26%    
Year-to-date Change: 8.9%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.37    
Smart Investing & Trading Score: 42
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: 0.26%    
Year-to-date Change: -5.1%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 48
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: 0.26%    
Year-to-date Change: 3.0%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.39    
Smart Investing & Trading Score: 65
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.26%    
Year-to-date Change: 2.7%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO Trend Analysis ➞

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