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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 11, 2024 - All the three primary trends (long term, mid-term and short term) for Financial sector are faltering.

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

The Smart Investing & Trading Score from previous trading session is 25 and hence a deterioration of trend.

 Year To Date Performance: 8.55 %
 Weekly Performance: -1.6 %
 Daily Performance: -1.22 %
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Financial Sector Trend
0 / 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 PriceTrend ScoreChange %YTD Change%
NBHNeuberger Berman Asset Mgmt10.43440.68%0.77%
BTTBlackrock Municipal Closed-End Fund - Debt20.54440.20%-1.25%
BUYZFranklin Disruptive Exchange Traded Fund30.83440.19%7.10%
DFEBFT Cboe Exchange Traded Fund39.94440.20%6.51%
FFNWFirst  Regional Banks20.99440.10%55.71%
PMAYInnovator S&P Exchange Traded Fund33.84440.03%7.60%
DJUNFT Cboe Exchange Traded Fund40.76440.00%7.40%
MBNKPMedallion Bank Banks Regional25.23440.00%8.70%
AFARAura FAT SPAC11.31440.00%4.05%
PRLHPearl  SPAC11.05440.00%3.56%
FOFCohen & Steers Closed-End Opportunity Fund Closed-End Fund - Equity11.6344-1.32%3.79%
RYRoyal Bank Banks105.3744-0.81%4.19%
DHFBNY  Closed-End Fund - Debt2.4244-0.21%5.68%
PDOPimco Dynamic Closed-End Fund - Debt13.3244-0.11%9.49%
THCPThunder Bridge SPAC10.6144-0.09%3.82%
TRUPTrupanion  Insurance28.45431.53%-6.75%
BCATBlackRock Capital Closed-End Fund - Equity16.65430.18%12.12%
MSTBLHA Market Exchange Traded Fund31.83430.00%10.48%
GHIXGores  SPAC10.63430.00%1.25%
BMABanco Macro Foreign Banks57.2843-3.66%99.60%
IRSIRSA Inversiones Real Estatet9.3843-3.00%9.07%
RWAYRunway Growth Credit Services11.8643-1.74%-6.39%
BXSLBlackstone Secured Asset Mgmt31.3643-0.60%13.62%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt15.3543-0.42%5.50%
HELXFranklin Genomic Exchange Traded Fund31.88420.69%4.42%
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 8.55% and is currently underperforming the overall market by -2.87% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Not Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 0
YTD Performance: 8.55%
**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 [357%] Chimera [128%] SelectQuote [121%]
Gladstone Capital[111%] Banco Macro[100%] Hippo [89%]
Grupo Financiero[86%] Banco BBVA[77%] EverQuote [75%]
Iris Energy[73%] First [56%] Yiren Digital[54%]
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
Texas Pacific[31.7%] Iris Energy[17.1%] Farmers & Merchants Bancorp[14.1%]
KKR [12.5%] Virtu [8.8%] AlTi Global[7.8%]
StepStone [7.8%] GoHealth [7.3%] SelectQuote [7.1%]
New York[6.6%] Great Ajax[5.9%] Office Properties[4.6%]
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 [-76%] Office Properties[-69%] New York[-68%]
Douglas Elliman[-62%] Fanhua [-54%] Offerpad [-53%]
FRP [-53%] Allied World[-52%] Texas Pacific[-51%]
Fathom [-50%] Hudson Pacific[-50%] Seritage Growth[-48%]
.
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
Iris Energy[100] Texas Pacific[100] Office Properties[100]
BlackRock MuniYield[100] Extra Space[100] Nuveen Pennsylvania[100]
Farmers & Merchants Bancorp[100] Nuveen New[100] Nuveen Quality[100]
Arthur J.[100] Morgan Stanley[100] Nuveen AMT-Free[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  40.810-1.22-1.68.55%
IAIBroker-Dealers & Secs 115.1213-1.21-1.046.07%
IYFFinancials  92.450-1.85-2.348.24%
IYGFinancial Services  64.190-1.64-2.167.45%
KRERegional Banking  46.0610-0.90-2.34-12.15%
IXGGlobal Financials  84.610-3.03-3.327.68%
VFHFinancials  98.770-1.29-1.767.06%
KBEBank  44.080-0.92-2.11-4.22%
FASFinancial Bull 3X 98.680-3.69-4.819.4%
FAZFinancial Bear 3X 11.05903.955.04-19.17%
UYGFinancials  62.910-2.66-3.2913.97%
IATRegional Banks  38.940-2.45-4.24-6.93%
KIEInsurance  49.600-1.27-1.579.69%
PSCFSmallCap Financials  46.240-1.12-1.12-5.99%
EUFNEurope Financials  22.500-5.14-6.137.32%
PGFFinancial Preferred  14.7010-0.34-0.680.82%
 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 Neuberger Berman Intermediate Municipal Fund Inc.NBH Neuberger Berman Intermediate Municipal Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 228.603 Millions
Recent Price: 10.43    
Smart Investing & Trading Score: 44
Day Percent Change: 0.68%    
Day Change: 0.07
Week Change: 0.97%    
Year-to-date Change: 0.8%
NBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBH to Watchlist:       View:      Get Complete NBH 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: 20.54    
Smart Investing & Trading Score: 44
Day Percent Change: 0.20%    
Day Change: 0.04
Week Change: 0.2%    
Year-to-date Change: -1.3%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT Trend Analysis ➞

Stock Chart of Franklin Disruptive Commerce ETFBUYZ Franklin Disruptive Commerce ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.83    
Smart Investing & Trading Score: 44
Day Percent Change: 0.19%    
Day Change: 0.06
Week Change: 0.39%    
Year-to-date Change: 7.1%
BUYZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUYZ to Watchlist:       View:      Get Complete BUYZ Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.94    
Smart Investing & Trading Score: 44
Day Percent Change: 0.20%    
Day Change: 0.08
Week Change: 0.28%    
Year-to-date Change: 6.5%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of First Financial Northwest, Inc.FFNW First Financial Northwest, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 102.829 Millions
Recent Price: 20.99    
Smart Investing & Trading Score: 44
Day Percent Change: 0.10%    
Day Change: 0.02
Week Change: 0.24%    
Year-to-date Change: 55.7%
FFNW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFNW to Watchlist:       View:      Get Complete FFNW 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: 33.84    
Smart Investing & Trading Score: 44
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: 0.2%    
Year-to-date Change: 7.6%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   JuneDJUN FT Cboe Vest US Eq Deep Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.76    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 7.4%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of Medallion BankMBNKP Medallion Bank
Sector: Financials
SubSector: Banks Regional
MarketCap: 60157 Millions
Recent Price: 25.23    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.08%    
Year-to-date Change: 8.7%
MBNKP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBNKP to Watchlist:       View:      Get Complete MBNKP Trend Analysis ➞

Stock Chart of Aura FAT Projects Acquisition CorpAFAR Aura FAT Projects Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 11.31    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 4.1%
AFAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFAR to Watchlist:       View:      Get Complete AFAR Trend Analysis ➞

Stock Chart of Pearl Holdings Acquisition CorpPRLH Pearl Holdings Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 264 Millions
Recent Price: 11.05    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.36%    
Year-to-date Change: 3.6%
PRLH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRLH to Watchlist:       View:      Get Complete PRLH Trend Analysis ➞

Stock Chart of Cohen & Steers Closed-End Opportunity Fund, Inc.FOF Cohen & Steers Closed-End Opportunity Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 199.747 Millions
Recent Price: 11.63    
Smart Investing & Trading Score: 44
Day Percent Change: -1.32%    
Day Change: -0.15
Week Change: -2.39%    
Year-to-date Change: 3.8%
FOF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOF to Watchlist:       View:      Get Complete FOF Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 105.37    
Smart Investing & Trading Score: 44
Day Percent Change: -0.81%    
Day Change: -0.86
Week Change: -0.96%    
Year-to-date Change: 4.2%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.42    
Smart Investing & Trading Score: 44
Day Percent Change: -0.21%    
Day Change: 0.00
Week Change: -1.02%    
Year-to-date Change: 5.7%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 13.32    
Smart Investing & Trading Score: 44
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: -0.19%    
Year-to-date Change: 9.5%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of Thunder Bridge Capital Partners IV Inc.THCP Thunder Bridge Capital Partners IV Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 306 Millions
Recent Price: 10.61    
Smart Investing & Trading Score: 44
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.09%    
Year-to-date Change: 3.8%
THCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THCP to Watchlist:       View:      Get Complete THCP Trend Analysis ➞

Stock Chart of Trupanion, Inc.TRUP Trupanion, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 852.06 Millions
Recent Price: 28.45    
Smart Investing & Trading Score: 43
Day Percent Change: 1.53%    
Day Change: 0.43
Week Change: 1.93%    
Year-to-date Change: -6.8%
TRUP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRUP to Watchlist:       View:      Get Complete TRUP Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 16.65    
Smart Investing & Trading Score: 43
Day Percent Change: 0.18%    
Day Change: 0.03
Week Change: 1.15%    
Year-to-date Change: 12.1%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of LHA Market State Tactical Beta ETFMSTB LHA Market State Tactical Beta ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.83    
Smart Investing & Trading Score: 43
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.24%    
Year-to-date Change: 10.5%
MSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSTB to Watchlist:       View:      Get Complete MSTB Trend Analysis ➞

Stock Chart of Gores Holdings IX, Inc.GHIX Gores Holdings IX, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 664 Millions
Recent Price: 10.63    
Smart Investing & Trading Score: 43
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.08%    
Year-to-date Change: 1.3%
GHIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHIX to Watchlist:       View:      Get Complete GHIX Trend Analysis ➞

Stock Chart of Banco Macro S.A.BMA Banco Macro S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1769.99 Millions
Recent Price: 57.28    
Smart Investing & Trading Score: 43
Day Percent Change: -3.66%    
Day Change: -2.18
Week Change: 0.38%    
Year-to-date Change: 99.6%
BMA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMA to Watchlist:       View:      Get Complete BMA Trend Analysis ➞

Stock Chart of IRSA Inversiones y Representaciones Sociedad AnonimaIRS IRSA Inversiones y Representaciones Sociedad Anonima
Sector: Financials
SubSector: Real Estate Development
MarketCap: 257.519 Millions
Recent Price: 9.38    
Smart Investing & Trading Score: 43
Day Percent Change: -3.00%    
Day Change: -0.29
Week Change: -0.64%    
Year-to-date Change: 9.1%
IRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRS to Watchlist:       View:      Get Complete IRS Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 11.86    
Smart Investing & Trading Score: 43
Day Percent Change: -1.74%    
Day Change: -0.21
Week Change: -2.31%    
Year-to-date Change: -6.4%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Blackstone Secured Lending FundBXSL Blackstone Secured Lending Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 4450 Millions
Recent Price: 31.36    
Smart Investing & Trading Score: 43
Day Percent Change: -0.60%    
Day Change: -0.19
Week Change: -0.25%    
Year-to-date Change: 13.6%
BXSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXSL to Watchlist:       View:      Get Complete BXSL Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 15.35    
Smart Investing & Trading Score: 43
Day Percent Change: -0.42%    
Day Change: -0.06
Week Change: -0.52%    
Year-to-date Change: 5.5%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.88    
Smart Investing & Trading Score: 42
Day Percent Change: 0.69%    
Day Change: 0.22
Week Change: 0.42%    
Year-to-date Change: 4.4%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

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