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 |
12Stocks.com Financial Stocks Performances & Trends Daily | |||||||||
| ![]() The overall Smart Investing & Trading Score is 50 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend. The Smart Investing & Trading Score from previous trading session is 100 and hence a deterioration of trend.
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Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):
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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 ![]() ![]() |
Ticker | Stock Name | Watchlist | Category | Recent Price | Smart Investing & Trading Score | Change % | YTD Change% |
NFJ | AllianzGI NFJ | ![]() ![]() | Closed-End Fund - Equity | 13.08 | 80 | -0.39 | 5.28% |
EMF | Templeton Emerging | ![]() ![]() | Closed-End Fund - Foreign | 15.27 | 30 | -0.39 | 28.03% |
IVV | iShares Core | ![]() ![]() | Exchange Traded Fund | 648.32 | 30 | -0.39 | 9.17% |
PFLT | PennantPark Floating | ![]() ![]() | Asset Mgmt | 10.27 | 40 | -0.39 | -0.77% |
JPI | Nuveen Preferred | ![]() ![]() | Closed-End Fund - Debt | 20.21 | 40 | -0.39 | 9.14% |
FFEB | FT Cboe | ![]() ![]() | Exchange Traded Fund | 53.96 | 30 | -0.39 | 7.37% |
JEPI | JPMorgan Equity | ![]() ![]() | Exchange Traded Fund | 57.15 | 20 | -0.39 | 3.95% |
REG | Regency Centers | ![]() ![]() | REIT - Retail | 72.21 | 60 | -0.40 | 2.48% |
UBSI | United Bankshares | ![]() ![]() | Regional Banks | 38.34 | 50 | -0.40 | 0.40% |
UHT | Universal Health | ![]() ![]() | REIT | 40.59 | 80 | -0.40 | 9.90% |
LGI | Lazard Global | ![]() ![]() | Closed-End Fund - Foreign | 17.80 | 60 | -0.40 | 17.96% |
CHCT | Community Healthcare | ![]() ![]() | REIT | 15.41 | 50 | -0.40 | -16.25% |
HLI | Houlihan Lokey | ![]() ![]() | Brokerage | 199.25 | 50 | -0.40 | 11.32% |
CWK | Cushman & Wakefield | ![]() ![]() | Property Mgmt | 15.77 | 60 | -0.40 | 13.30% |
EQH | Equitable | ![]() ![]() | Insurance | 53.26 | 0 | -0.40 | 11.64% |
HTBK | Heritage Commerce | ![]() ![]() | Regional Banks | 10.33 | 60 | -0.41 | 8.21% |
STBA | S&T Bancorp | ![]() ![]() | Regional Banks | 39.51 | 50 | -0.41 | -0.67% |
AVK | Advent Convertible | ![]() ![]() | Closed-End Fund - Debt | 12.45 | 100 | -0.41 | 11.96% |
IGR | CBRE Clarion | ![]() ![]() | Closed-End Fund - Foreign | 5.07 | 20 | -0.41 | 10.23% |
NHS | Neuberger Berman | ![]() ![]() | Asset Mgmt | 7.54 | 80 | -0.41 | 6.27% |
ESRT | Empire State | ![]() ![]() | REIT - | 7.65 | 40 | -0.41 | -28.67% |
VCTR | Victory Capital | ![]() ![]() | Asset Mgmt | 71.28 | 30 | -0.41 | 8.16% |
QYLG | Global X | ![]() ![]() | Exchange Traded Fund | 28.25 | 20 | -0.41 | 3.83% |
INDB | Independent Bank | ![]() ![]() | Regional Banks | 71.51 | 60 | -0.42 | 6.28% |
QQQX | Nuveen Nasdaq | ![]() ![]() | Closed-End Fund - Equity | 26.91 | 30 | -0.42 | 2.01% |
For chart view version of above stock list: Chart View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975 , 975 - 1000 , 1000 - 1025 , 1025 - 1050 , 1050 - 1075 , 1075 - 1100 , 1100 - 1125 | ||
![]() | Click To Change The Sort Order: By Market Cap or Company Size Performance: Year-to-date, Week and Day | ![]() |
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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 4.86% and is currently underperforming the overall market by -1.66% year-to-date. Below is a quick view of Technical charts and trends: |
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![]() XLF Weekly Chart |
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Long Term Trend: Good | |
Medium Term Trend: Very Good | |
![]() XLF Daily Chart |
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Short Term Trend: Not Good | |
Overall Trend Score: 50 | |
YTD Performance: 4.86% | |
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing |
12Stocks.com: Top Performing Financial Sector Stocks | ||||||||||||||||||||||||||||||||||||||||||||||||
![]() The top performing Financial sector stocks year to date are
Now, more recently, over last week, the top performing Financial sector stocks on the move are
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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 ![]() ![]() |
Ticker | ETF Name | Watchlist | Recent Price | Smart Investing & Trading Score | Change % | Week % | Year-to-date % |
XLF | Financial | ![]() ![]() | 53.59 | 50 | -0.74 | -0.74 | 4.86% |
IAI | Broker-Dealers & Secs | ![]() ![]() | 174.18 | 20 | 1.92 | 0.6 | 12.72% |
IYF | Financials | ![]() ![]() | 125.73 | 60 | -0.32 | -0.87 | 11.86% |
IYG | Financial Services | ![]() ![]() | 89.69 | 60 | -0.27 | -1.08 | 12.5% |
KRE | Regional Banking | ![]() ![]() | 65.51 | 70 | -0.4 | -1.29 | 3.78% |
IXG | Global Financials | ![]() ![]() | 115.49 | 50 | -0.21 | -0.37 | 20.55% |
VFH | Financials | ![]() ![]() | 131.97 | 60 | -0.32 | -0.85 | 9.82% |
KBE | Bank | ![]() ![]() | 61.06 | 60 | 4.83 | 5.08 | 4.7% |
FAS | Financial Bull 3X | ![]() ![]() | 180.01 | 50 | 4.68 | 5.86 | -1.42% |
FAZ | Financial Bear 3X | ![]() ![]() | 4.06 | 60 | -4.81 | -5.67 | -19.26% |
UYG | Financials | ![]() ![]() | 99.90 | 50 | 3.1 | 4.07 | 2.59% |
IAT | Regional Banks | ![]() ![]() | 54.11 | 70 | -0.53 | -1.12 | 2.84% |
KIE | Insurance | ![]() ![]() | 58.86 | 20 | 1.22 | 3.09 | 3.97% |
PSCF | SmallCap Financials | ![]() ![]() | 58.90 | 50 | -0.44 | -0.75 | 2.76% |
EUFN | Europe Financials | ![]() ![]() | 33.43 | 30 | -0.35 | -0.32 | 51.27% |
PGF | Financial Preferred | ![]() ![]() | 14.44 | 60 | -0.14 | 0.35 | 3.03% |
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: | |||||
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Click on stock symbol or name for detailed view. Click on ![]() ![]() |
![]() | NFJ AllianzGI NFJ Dividend, Interest & Premium Strategy Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 783.047 Millions | |
Recent Price: 13.08 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.39% Day Change: -0.05 | |
Week Change: -0.39% Year-to-date Change: 5.3% | |
NFJ Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NFJ to Watchlist: ![]() ![]() | |
![]() | EMF Templeton Emerging Markets Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Foreign | |
MarketCap: 171.047 Millions | |
Recent Price: 15.27 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.39% Day Change: -0.06 | |
Week Change: -0.26% Year-to-date Change: 28.0% | |
EMF Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EMF to Watchlist: ![]() ![]() | |
![]() | IVV iShares Core S&P 500 ETF |
Sector: Financials | |
SubSector: Exchange Traded Fund | |
MarketCap: 167045 Millions | |
Recent Price: 648.32 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.39% Day Change: -2.53 | |
Week Change: -1.45% Year-to-date Change: 9.2% | |
IVV Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add IVV to Watchlist: ![]() ![]() | |
![]() | PFLT PennantPark Floating Rate Capital Ltd. |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 170.903 Millions | |
Recent Price: 10.27 Smart Investing & Trading Score: 40 | |
Day Percent Change: -0.39% Day Change: -0.04 | |
Week Change: -3.06% Year-to-date Change: -0.8% | |
PFLT Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add PFLT to Watchlist: ![]() ![]() | |
![]() | JPI Nuveen Preferred and Income Term Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 347.207 Millions | |
Recent Price: 20.21 Smart Investing & Trading Score: 40 | |
Day Percent Change: -0.39% Day Change: -0.08 | |
Week Change: -1.42% Year-to-date Change: 9.1% | |
JPI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add JPI to Watchlist: ![]() ![]() | |
![]() | FFEB FT Cboe Vest US Eq Buffer ETF February |
Sector: Financials | |
SubSector: Exchange Traded Fund | |
MarketCap: 60157 Millions | |
Recent Price: 53.96 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.39% Day Change: -0.21 | |
Week Change: -0.92% Year-to-date Change: 7.4% | |
FFEB Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add FFEB to Watchlist: ![]() ![]() | |
![]() | JEPI JPMorgan Equity Premium Income ETF |
Sector: Financials | |
SubSector: Exchange Traded Fund | |
MarketCap: 60157 Millions | |
Recent Price: 57.15 Smart Investing & Trading Score: 20 | |
Day Percent Change: -0.39% Day Change: -0.22 | |
Week Change: 0.46% Year-to-date Change: 4.0% | |
JEPI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add JEPI to Watchlist: ![]() ![]() | |
![]() | REG Regency Centers Corporation |
Sector: Financials | |
SubSector: REIT - Retail | |
MarketCap: 6345.84 Millions | |
Recent Price: 72.21 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.4% Day Change: -0.29 | |
Week Change: -0.4% Year-to-date Change: 2.5% | |
REG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add REG to Watchlist: ![]() ![]() | |
![]() | UBSI United Bankshares, Inc. |
Sector: Financials | |
SubSector: Regional - Mid-Atlantic Banks | |
MarketCap: 2286.79 Millions | |
Recent Price: 38.34 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.4% Day Change: -0.15 | |
Week Change: -2.17% Year-to-date Change: 0.4% | |
UBSI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add UBSI to Watchlist: ![]() ![]() | |
![]() | UHT Universal Health Realty Income Trust |
Sector: Financials | |
SubSector: REIT - Healthcare Facilities | |
MarketCap: 1121.14 Millions | |
Recent Price: 40.59 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.4% Day Change: -0.16 | |
Week Change: 2.71% Year-to-date Change: 9.9% | |
UHT Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add UHT to Watchlist: ![]() ![]() | |
![]() | LGI Lazard Global Total Return and Income Fund, Inc. |
Sector: Financials | |
SubSector: Closed-End Fund - Foreign | |
MarketCap: 134.547 Millions | |
Recent Price: 17.80 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.4% Day Change: -0.07 | |
Week Change: 0.75% Year-to-date Change: 18.0% | |
LGI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add LGI to Watchlist: ![]() ![]() | |
![]() | CHCT Community Healthcare Trust Incorporated |
Sector: Financials | |
SubSector: REIT - Healthcare Facilities | |
MarketCap: 698.614 Millions | |
Recent Price: 15.41 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.4% Day Change: -0.06 | |
Week Change: 2% Year-to-date Change: -16.3% | |
CHCT Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add CHCT to Watchlist: ![]() ![]() | |
![]() | HLI Houlihan Lokey, Inc. |
Sector: Financials | |
SubSector: Investment Brokerage - National | |
MarketCap: 3352.65 Millions | |
Recent Price: 199.25 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.4% Day Change: -0.78 | |
Week Change: -1.1% Year-to-date Change: 11.3% | |
HLI Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add HLI to Watchlist: ![]() ![]() | |
![]() | CWK Cushman & Wakefield plc |
Sector: Financials | |
SubSector: Property Management | |
MarketCap: 2651.62 Millions | |
Recent Price: 15.77 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.4% Day Change: -0.06 | |
Week Change: -0.6% Year-to-date Change: 13.3% | |
CWK Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add CWK to Watchlist: ![]() ![]() | |
![]() | EQH Equitable Holdings, Inc. |
Sector: Financials | |
SubSector: Insurance Brokers | |
MarketCap: 5520.07 Millions | |
Recent Price: 53.26 Smart Investing & Trading Score: 0 | |
Day Percent Change: -0.4% Day Change: -0.21 | |
Week Change: -5.07% Year-to-date Change: 11.6% | |
EQH Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add EQH to Watchlist: ![]() ![]() | |
![]() | HTBK Heritage Commerce Corp |
Sector: Financials | |
SubSector: Regional - Pacific Banks | |
MarketCap: 416.129 Millions | |
Recent Price: 10.33 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.41% Day Change: -0.04 | |
Week Change: -1.72% Year-to-date Change: 8.2% | |
HTBK Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add HTBK to Watchlist: ![]() ![]() | |
![]() | STBA S&T Bancorp, Inc. |
Sector: Financials | |
SubSector: Regional - Northeast Banks | |
MarketCap: 1136.99 Millions | |
Recent Price: 39.51 Smart Investing & Trading Score: 50 | |
Day Percent Change: -0.41% Day Change: -0.16 | |
Week Change: -1.96% Year-to-date Change: -0.7% | |
STBA Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add STBA to Watchlist: ![]() ![]() | |
![]() | AVK Advent Convertible and Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Debt | |
MarketCap: 354.207 Millions | |
Recent Price: 12.45 Smart Investing & Trading Score: 100 | |
Day Percent Change: -0.41% Day Change: -0.05 | |
Week Change: -2.07% Year-to-date Change: 12.0% | |
AVK Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add AVK to Watchlist: ![]() ![]() | |
![]() | IGR CBRE Clarion Global Real Estate Income Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Foreign | |
MarketCap: 494.347 Millions | |
Recent Price: 5.07 Smart Investing & Trading Score: 20 | |
Day Percent Change: -0.41% Day Change: -0.02 | |
Week Change: -1.21% Year-to-date Change: 10.2% | |
IGR Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add IGR to Watchlist: ![]() ![]() | |
![]() | NHS Neuberger Berman High Yield Strategies Fund Inc. |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 147.303 Millions | |
Recent Price: 7.54 Smart Investing & Trading Score: 80 | |
Day Percent Change: -0.41% Day Change: -0.03 | |
Week Change: -1.74% Year-to-date Change: 6.3% | |
NHS Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add NHS to Watchlist: ![]() ![]() | |
![]() | ESRT Empire State Realty Trust, Inc. |
Sector: Financials | |
SubSector: REIT - Diversified | |
MarketCap: 1632.13 Millions | |
Recent Price: 7.65 Smart Investing & Trading Score: 40 | |
Day Percent Change: -0.41% Day Change: -0.03 | |
Week Change: -1.35% Year-to-date Change: -28.7% | |
ESRT Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add ESRT to Watchlist: ![]() ![]() | |
![]() | VCTR Victory Capital Holdings, Inc. |
Sector: Financials | |
SubSector: Asset Management | |
MarketCap: 1148.33 Millions | |
Recent Price: 71.28 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.41% Day Change: -0.29 | |
Week Change: -1.98% Year-to-date Change: 8.2% | |
VCTR Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add VCTR to Watchlist: ![]() ![]() | |
![]() | QYLG Global X Nasdaq 100 Covered Call & Growth ETF |
Sector: Financials | |
SubSector: Exchange Traded Fund | |
MarketCap: 60157 Millions | |
Recent Price: 28.25 Smart Investing & Trading Score: 20 | |
Day Percent Change: -0.41% Day Change: -0.11 | |
Week Change: -2.95% Year-to-date Change: 3.8% | |
QYLG Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add QYLG to Watchlist: ![]() ![]() | |
![]() | INDB Independent Bank Corp. |
Sector: Financials | |
SubSector: Regional - Northeast Banks | |
MarketCap: 2347.09 Millions | |
Recent Price: 71.51 Smart Investing & Trading Score: 60 | |
Day Percent Change: -0.42% Day Change: -0.28 | |
Week Change: -1.53% Year-to-date Change: 6.3% | |
INDB Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add INDB to Watchlist: ![]() ![]() | |
![]() | QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund |
Sector: Financials | |
SubSector: Closed-End Fund - Equity | |
MarketCap: 643.347 Millions | |
Recent Price: 26.91 Smart Investing & Trading Score: 30 | |
Day Percent Change: -0.42% Day Change: -0.11 | |
Week Change: -2.73% Year-to-date Change: 2.0% | |
QQQX Links: Profile News Message Board | |
Charts:- Daily , Weekly | |
Add QQQX to Watchlist: ![]() ![]() | |
For tabular summary view of above stock list: Summary View ➞ 0 - 25 , 25 - 50 , 50 - 75 , 75 - 100 , 100 - 125 , 125 - 150 , 150 - 175 , 175 - 200 , 200 - 225 , 225 - 250 , 250 - 275 , 275 - 300 , 300 - 325 , 325 - 350 , 350 - 375 , 375 - 400 , 400 - 425 , 425 - 450 , 450 - 475 , 475 - 500 , 500 - 525 , 525 - 550 , 550 - 575 , 575 - 600 , 600 - 625 , 625 - 650 , 650 - 675 , 675 - 700 , 700 - 725 , 725 - 750 , 750 - 775 , 775 - 800 , 800 - 825 , 825 - 850 , 850 - 875 , 875 - 900 , 900 - 925 , 925 - 950 , 950 - 975 , 975 - 1000 , 1000 - 1025 , 1025 - 1050 , 1050 - 1075 , 1075 - 1100 , 1100 - 1125 | ||
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