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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%
CVLYCodorus Valley Regional Banks22.47250.31%-0.13%
REFIChicago Atlantic REIT - Mortgage15.71250.77%-0.13%
GLADGladstone Capital Closed-End Fund - Debt22.14680.27%-0.14%
JPCNuveen Preferred Closed-End Fund - Debt7.1642-0.42%-0.14%
AUBNAuburn National Regional Banks18.99440.45%-0.14%
PCKPIMCO California Closed-End Fund - Debt5.8243-0.24%-0.15%
BBUBrookfield Business Real Estatet19.7259-0.45%-0.15%
MQYBlackRock MuniYield Closed-End Fund - Debt12.1138-0.16%-0.16%
MCRMFS Charter Closed-End Fund - Debt6.25430.13%-0.16%
DBLDoubleLine Opportunistic Closed-End Fund - Debt15.1658-0.07%-0.16%
GHYPGIM Global Closed-End Fund - Debt11.6538-0.09%-0.17%
FUNDSprott Focus Closed-End Fund - Equity7.8976-0.18%-0.18%
DSUBlackRock Debt Closed-End Fund - Debt10.95250.55%-0.18%
TCITranscontinental Realty REIT - 28.3023-0.53%-0.18%
RDNRadian  Insurance31.5885-0.44%-0.19%
BTTBlackrock Municipal Closed-End Fund - Debt20.7238-0.05%-0.19%
GOODGladstone Commercial REIT - 14.7376-1.27%-0.20%
OHIOmega Healthcare REIT30.630-0.16%-0.20%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt19.24450.05%-0.21%
BHFANBrighthouse  Insurance Life19.1358-0.42%-0.21%
MUABlackRock MuniAssets Closed-End Fund - Debt11.19930.36%-0.22%
AONAon  Insurance292.45640.15%-0.22%
HBANMHuntington Bancshares Banks - Regional22.3977-0.11%-0.22%
VVisa  Credit Services280.10470.09%-0.23%
NUVNuveen Municipal Closed-End Fund - Debt8.6448-0.17%-0.23%
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 Codorus Valley Bancorp, Inc.CVLY Codorus Valley Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 173.799 Millions
Recent Price: 22.47    
Smart Investing & Trading Score: 25
Day Percent Change: 0.31%    
Day Change: 0.07
Week Change: -0.13%    
Year-to-date Change: -12.6%
CVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVLY to Watchlist:       View:      Get Complete CVLY Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.71    
Smart Investing & Trading Score: 25
Day Percent Change: 0.77%    
Day Change: 0.12
Week Change: -0.13%    
Year-to-date Change: -3.0%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Gladstone Capital CorporationGLAD Gladstone Capital Corporation
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 22.14    
Smart Investing & Trading Score: 68
Day Percent Change: 0.27%    
Day Change: 0.06
Week Change: -0.14%    
Year-to-date Change: 106.9%
GLAD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GLAD to Watchlist:       View:      Get Complete GLAD 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: 7.16    
Smart Investing & Trading Score: 42
Day Percent Change: -0.42%    
Day Change: -0.03
Week Change: -0.14%    
Year-to-date Change: 5.9%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Auburn National Bancorporation, Inc.AUBN Auburn National Bancorporation, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 121.035 Millions
Recent Price: 18.99    
Smart Investing & Trading Score: 44
Day Percent Change: 0.45%    
Day Change: 0.09
Week Change: -0.14%    
Year-to-date Change: -10.8%
AUBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AUBN to Watchlist:       View:      Get Complete AUBN Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.82    
Smart Investing & Trading Score: 43
Day Percent Change: -0.24%    
Day Change: -0.01
Week Change: -0.15%    
Year-to-date Change: 0.4%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

Stock Chart of Brookfield Business Partners L.P.BBU Brookfield Business Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1612.19 Millions
Recent Price: 19.72    
Smart Investing & Trading Score: 59
Day Percent Change: -0.45%    
Day Change: -0.09
Week Change: -0.15%    
Year-to-date Change: -4.2%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 12.11    
Smart Investing & Trading Score: 38
Day Percent Change: -0.16%    
Day Change: -0.02
Week Change: -0.16%    
Year-to-date Change: -0.7%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.25    
Smart Investing & Trading Score: 43
Day Percent Change: 0.13%    
Day Change: 0.01
Week Change: -0.16%    
Year-to-date Change: -3.3%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 15.16    
Smart Investing & Trading Score: 58
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: -1.2%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.65    
Smart Investing & Trading Score: 38
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.17%    
Year-to-date Change: 2.6%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Sprott Focus Trust, Inc.FUND Sprott Focus Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 122.747 Millions
Recent Price: 7.89    
Smart Investing & Trading Score: 76
Day Percent Change: -0.18%    
Day Change: -0.01
Week Change: -0.18%    
Year-to-date Change: -1.4%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND 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: 10.95    
Smart Investing & Trading Score: 25
Day Percent Change: 0.55%    
Day Change: 0.06
Week Change: -0.18%    
Year-to-date Change: 1.5%
DSU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSU to Watchlist:       View:      Get Complete DSU Trend Analysis ➞

Stock Chart of Transcontinental Realty Investors, Inc.TCI Transcontinental Realty Investors, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 158.653 Millions
Recent Price: 28.30    
Smart Investing & Trading Score: 23
Day Percent Change: -0.53%    
Day Change: -0.15
Week Change: -0.18%    
Year-to-date Change: -18.1%
TCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCI to Watchlist:       View:      Get Complete TCI Trend Analysis ➞

Stock Chart of Radian Group Inc.RDN Radian Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2950.12 Millions
Recent Price: 31.58    
Smart Investing & Trading Score: 85
Day Percent Change: -0.44%    
Day Change: -0.14
Week Change: -0.19%    
Year-to-date Change: 10.6%
RDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RDN to Watchlist:       View:      Get Complete RDN Trend Analysis ➞

Stock Chart of Blackrock Municipal 2030 Target Term TrustBTT Blackrock Municipal 2030 Target Term Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1438.37 Millions
Recent Price: 20.72    
Smart Investing & Trading Score: 38
Day Percent Change: -0.05%    
Day Change: -0.01
Week Change: -0.19%    
Year-to-date Change: -0.4%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOOD Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 425.253 Millions
Recent Price: 14.73    
Smart Investing & Trading Score: 76
Day Percent Change: -1.27%    
Day Change: -0.19
Week Change: -0.2%    
Year-to-date Change: 11.3%
GOOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOOD to Watchlist:       View:      Get Complete GOOD Trend Analysis ➞

Stock Chart of Omega Healthcare Investors, Inc.OHI Omega Healthcare Investors, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 6433.84 Millions
Recent Price: 30.63    
Smart Investing & Trading Score: 0
Day Percent Change: -0.16%    
Day Change: -0.05
Week Change: -0.2%    
Year-to-date Change: -0.1%
OHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OHI to Watchlist:       View:      Get Complete OHI Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund, Inc.PSF Cohen & Steers Select Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.907 Millions
Recent Price: 19.24    
Smart Investing & Trading Score: 45
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: -0.21%    
Year-to-date Change: 1.8%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAN Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance Life
MarketCap: 60157 Millions
Recent Price: 19.13    
Smart Investing & Trading Score: 58
Day Percent Change: -0.42%    
Day Change: -0.08
Week Change: -0.21%    
Year-to-date Change: 3.5%
BHFAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAN to Watchlist:       View:      Get Complete BHFAN Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 11.19    
Smart Investing & Trading Score: 93
Day Percent Change: 0.36%    
Day Change: 0.04
Week Change: -0.22%    
Year-to-date Change: 5.7%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Aon plcAON Aon plc
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 36870.1 Millions
Recent Price: 292.45    
Smart Investing & Trading Score: 64
Day Percent Change: 0.15%    
Day Change: 0.43
Week Change: -0.22%    
Year-to-date Change: 0.5%
AON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AON to Watchlist:       View:      Get Complete AON Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANM Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 22.39    
Smart Investing & Trading Score: 77
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: -0.22%    
Year-to-date Change: 2.5%
HBANM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANM to Watchlist:       View:      Get Complete HBANM Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 280.10    
Smart Investing & Trading Score: 47
Day Percent Change: 0.09%    
Day Change: 0.26
Week Change: -0.23%    
Year-to-date Change: 7.6%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.64    
Smart Investing & Trading Score: 48
Day Percent Change: -0.17%    
Day Change: -0.01
Week Change: -0.23%    
Year-to-date Change: 0.5%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

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