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Best Financial Stocks

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%
NZFNuveen Municipal Asset Mgmt12.0690-0.17%0.17%
HYIWestern Asset Asset Mgmt11.6232-0.17%0.17%
PEBOPeoples Bancorp Regional Banks30.50830.16%0.16%
KMPRKemper  Insurance60.85780.07%0.16%
FMAYFT Cboe Exchange Traded Fund43.70780.07%0.16%
FSCOFS Credit Closed-End Fund - Debt6.17710.33%0.16%
MHFWestern Asset Closed-End Fund - Debt6.81460.00%0.15%
FRABlackRock Floating Closed-End Fund - Debt13.26580.68%0.15%
CHWCalamos Global Closed-End Fund - Equity6.65590.30%0.15%
HWCHancock Whitney Regional Banks47.8661-0.17%0.15%
NUWNuveen AMT-Free Asset Mgmt13.5655-0.15%0.15%
SSBKSouthern States Banks - Regional26.98680.52%0.15%
SKGRSK Growth SPAC11.13450.70%0.15%
PPTPutnam Premier Closed-End Fund - Debt3.53640.80%0.14%
SIXH6 Meridian Exchange Traded Fund35.95930.25%0.14%
AMPAmeriprise  Asset Mgmt434.1276-0.43%0.13%
ETJEaton Vance Exchange Traded Fund8.4576-0.82%0.12%
AMKAssetMark  Asset Mgmt33.9425-0.21%0.12%
CBHAllianzGI Convertible Asset Mgmt8.9251-0.11%0.11%
SPSKSP Funds Exchange Traded Fund17.7032-0.23%0.11%
VGMInvesco Trust Closed-End Fund - Debt9.8650-0.10%0.10%
BFKBlackRock Municipal Closed-End Fund - Debt10.07400.20%0.10%
VMOInvesco Municipal Closed-End Fund - Debt9.59550.21%0.10%
KSMDWS Strategic Closed-End Fund - Debt9.6358-0.21%0.10%
JHSJohn Hancock Closed-End Fund - Debt11.51690.00%0.09%
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 Nuveen Municipal Credit Income FundNZF Nuveen Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1779.43 Millions
Recent Price: 12.06    
Smart Investing & Trading Score: 90
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.17%    
Year-to-date Change: 2.0%
NZF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NZF to Watchlist:       View:      Get Complete NZF Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.62    
Smart Investing & Trading Score: 32
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.17%    
Year-to-date Change: -3.9%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 30.50    
Smart Investing & Trading Score: 83
Day Percent Change: 0.16%    
Day Change: 0.05
Week Change: 0.16%    
Year-to-date Change: -9.7%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 60.85    
Smart Investing & Trading Score: 78
Day Percent Change: 0.07%    
Day Change: 0.04
Week Change: 0.16%    
Year-to-date Change: 25.0%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.70    
Smart Investing & Trading Score: 78
Day Percent Change: 0.07%    
Day Change: 0.03
Week Change: 0.16%    
Year-to-date Change: 5.8%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of FS Credit Opportunities Corp.FSCO FS Credit Opportunities Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 942 Millions
Recent Price: 6.17    
Smart Investing & Trading Score: 71
Day Percent Change: 0.33%    
Day Change: 0.02
Week Change: 0.16%    
Year-to-date Change: 8.9%
FSCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSCO to Watchlist:       View:      Get Complete FSCO Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.81    
Smart Investing & Trading Score: 46
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.15%    
Year-to-date Change: 6.1%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 13.26    
Smart Investing & Trading Score: 58
Day Percent Change: 0.68%    
Day Change: 0.09
Week Change: 0.15%    
Year-to-date Change: 4.7%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.65    
Smart Investing & Trading Score: 59
Day Percent Change: 0.30%    
Day Change: 0.02
Week Change: 0.15%    
Year-to-date Change: 15.3%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Hancock Whitney CorporationHWC Hancock Whitney Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1438.55 Millions
Recent Price: 47.86    
Smart Investing & Trading Score: 61
Day Percent Change: -0.17%    
Day Change: -0.08
Week Change: 0.15%    
Year-to-date Change: -1.5%
HWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWC to Watchlist:       View:      Get Complete HWC Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Value FundNUW Nuveen AMT-Free Municipal Value Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 211.803 Millions
Recent Price: 13.56    
Smart Investing & Trading Score: 55
Day Percent Change: -0.15%    
Day Change: -0.02
Week Change: 0.15%    
Year-to-date Change: -0.5%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of Southern States Bancshares, Inc.SSBK Southern States Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 187 Millions
Recent Price: 26.98    
Smart Investing & Trading Score: 68
Day Percent Change: 0.52%    
Day Change: 0.14
Week Change: 0.15%    
Year-to-date Change: -8.4%
SSBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSBK to Watchlist:       View:      Get Complete SSBK Trend Analysis ➞

Stock Chart of SK Growth Opportunities CorporationSKGR SK Growth Opportunities Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 277 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 45
Day Percent Change: 0.70%    
Day Change: 0.08
Week Change: 0.15%    
Year-to-date Change: 2.9%
SKGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKGR to Watchlist:       View:      Get Complete SKGR 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: 3.53    
Smart Investing & Trading Score: 64
Day Percent Change: 0.80%    
Day Change: 0.03
Week Change: 0.14%    
Year-to-date Change: -1.1%
PPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPT to Watchlist:       View:      Get Complete PPT Trend Analysis ➞

Stock Chart of 6 Meridian Hedged Equity Index Option Strategy ETFSIXH 6 Meridian Hedged Equity Index Option Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.95    
Smart Investing & Trading Score: 93
Day Percent Change: 0.25%    
Day Change: 0.09
Week Change: 0.14%    
Year-to-date Change: 8.0%
SIXH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXH to Watchlist:       View:      Get Complete SIXH Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 434.12    
Smart Investing & Trading Score: 76
Day Percent Change: -0.43%    
Day Change: -1.86
Week Change: 0.13%    
Year-to-date Change: 14.3%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of Eaton Vance Risk-Managed Diversified Equity Income FundETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 473.951 Millions
Recent Price: 8.45    
Smart Investing & Trading Score: 76
Day Percent Change: -0.82%    
Day Change: -0.07
Week Change: 0.12%    
Year-to-date Change: 7.8%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

Stock Chart of AssetMark Financial Holdings, Inc.AMK AssetMark Financial Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1296.33 Millions
Recent Price: 33.94    
Smart Investing & Trading Score: 25
Day Percent Change: -0.21%    
Day Change: -0.07
Week Change: 0.12%    
Year-to-date Change: 13.3%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.92    
Smart Investing & Trading Score: 51
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: 0.11%    
Year-to-date Change: 2.3%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of SP Funds Dow Jones Global Sukuk ETFSPSK SP Funds Dow Jones Global Sukuk ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.70    
Smart Investing & Trading Score: 32
Day Percent Change: -0.23%    
Day Change: -0.04
Week Change: 0.11%    
Year-to-date Change: -1.2%
SPSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPSK to Watchlist:       View:      Get Complete SPSK Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.86    
Smart Investing & Trading Score: 50
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.1%    
Year-to-date Change: -0.3%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM 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: 10.07    
Smart Investing & Trading Score: 40
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.1%    
Year-to-date Change: 0.0%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.59    
Smart Investing & Trading Score: 55
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.1%    
Year-to-date Change: -0.2%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of DWS Strategic Municipal Income TrustKSM DWS Strategic Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 103.607 Millions
Recent Price: 9.63    
Smart Investing & Trading Score: 58
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: 0.1%    
Year-to-date Change: 11.3%
KSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KSM to Watchlist:       View:      Get Complete KSM Trend Analysis ➞

Stock Chart of John Hancock Income Securities TrustJHS John Hancock Income Securities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 137.107 Millions
Recent Price: 11.51    
Smart Investing & Trading Score: 69
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 5.8%
JHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHS to Watchlist:       View:      Get Complete JHS Trend Analysis ➞

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