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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 4, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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%
TDFTempleton Dragon Closed-End Fund - Foreign8.601001.06%5.26%
VVRInvesco Senior Closed-End Fund - Debt4.29500.00%4.63%
CHICalamos Convertible Closed-End Fund - Debt11.15871.00%7.63%
NXJNuveen New Asset Mgmt11.95671.10%1.44%
BFKBlackRock Municipal Closed-End Fund - Debt10.03470.50%-0.40%
MUCBlackRock Muni Closed-End Fund - Debt10.83640.93%-2.70%
RABrookfield Real Asset Mgmt12.71740.39%-0.78%
MTALMetals Acquisition SPAC12.7326-4.07%15.35%
RWAYRunway Growth Credit Services12.9462-0.77%2.13%
MUIBlackRock Muni Closed-End Fund - Debt11.64420.95%0.00%
VCVInvesco California Closed-End Fund - Debt9.66550.46%-1.39%
NBBNuveen Taxable Asset Mgmt14.86620.81%-5.89%
BOEBlackRock Enhanced Closed-End Fund - Foreign10.18770.79%2.62%
IGRCBRE Clarion Closed-End Fund - Foreign5.01871.42%-7.73%
CIIBlackRock Enhanced Closed-End Fund - Equity19.07641.49%0.37%
CNOBConnectOne Bancorp Regional Banks19.49672.36%-14.93%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.80691.23%7.43%
TRINTrinity Capital Asset Mgmt14.66551.10%1.10%
TBLDThornburg ome Closed-End Fund - Equity15.65691.95%0.45%
WRLDWorld Acceptance Credit Services139.2980-0.79%6.71%
MVFBlackRock MuniVest Asset Mgmt6.88490.95%-3.37%
CIOCity Office REIT - Office4.841001.68%-20.79%
DCOMDime Community S&L19.40930.41%-27.96%
FINVFinVolution  Credit Services5.0149-0.40%2.24%
ETJEaton Vance Exchange Traded Fund8.32600.97%6.12%
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 7.85% and is currently outperforming the overall market by 0.97% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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
New York[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-46%]
.
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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Templeton Dragon Fund, Inc.TDF Templeton Dragon Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 507.847 Millions
Recent Price: 8.60    
Smart Investing & Trading Score: 100
Day Percent Change: 1.06%    
Day Change: 0.09
Week Change: 4.62%    
Year-to-date Change: 5.3%
TDF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDF to Watchlist:       View:      Get Complete TDF Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 507.307 Millions
Recent Price: 4.29    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.7%    
Year-to-date Change: 4.6%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Calamos Convertible Opportunities and Income FundCHI Calamos Convertible Opportunities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 503.507 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 87
Day Percent Change: 1.00%    
Day Change: 0.11
Week Change: 1.09%    
Year-to-date Change: 7.6%
CHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHI to Watchlist:       View:      Get Complete CHI Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 67
Day Percent Change: 1.10%    
Day Change: 0.13
Week Change: 2.75%    
Year-to-date Change: 1.4%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ 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: 10.03    
Smart Investing & Trading Score: 47
Day Percent Change: 0.50%    
Day Change: 0.05
Week Change: 0.85%    
Year-to-date Change: -0.4%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings California Quality Fund, Inc.MUC BlackRock MuniHoldings California Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 498.507 Millions
Recent Price: 10.83    
Smart Investing & Trading Score: 64
Day Percent Change: 0.93%    
Day Change: 0.10
Week Change: 1.79%    
Year-to-date Change: -2.7%
MUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUC to Watchlist:       View:      Get Complete MUC Trend Analysis ➞

Stock Chart of Brookfield Real Assets Income Fund Inc.RA Brookfield Real Assets Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 497.703 Millions
Recent Price: 12.71    
Smart Investing & Trading Score: 74
Day Percent Change: 0.39%    
Day Change: 0.05
Week Change: 1.6%    
Year-to-date Change: -0.8%
RA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RA to Watchlist:       View:      Get Complete RA Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 12.73    
Smart Investing & Trading Score: 26
Day Percent Change: -4.07%    
Day Change: -0.54
Week Change: -8.32%    
Year-to-date Change: 15.4%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 12.94    
Smart Investing & Trading Score: 62
Day Percent Change: -0.77%    
Day Change: -0.10
Week Change: 1.33%    
Year-to-date Change: 2.1%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.64    
Smart Investing & Trading Score: 42
Day Percent Change: 0.95%    
Day Change: 0.11
Week Change: 1.39%    
Year-to-date Change: 0.0%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 9.66    
Smart Investing & Trading Score: 55
Day Percent Change: 0.46%    
Day Change: 0.04
Week Change: 0.93%    
Year-to-date Change: -1.4%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 14.86    
Smart Investing & Trading Score: 62
Day Percent Change: 0.81%    
Day Change: 0.12
Week Change: 1.64%    
Year-to-date Change: -5.9%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of BlackRock Enhanced Global Dividend TrustBOE BlackRock Enhanced Global Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.847 Millions
Recent Price: 10.18    
Smart Investing & Trading Score: 77
Day Percent Change: 0.79%    
Day Change: 0.08
Week Change: 0.79%    
Year-to-date Change: 2.6%
BOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BOE to Watchlist:       View:      Get Complete BOE Trend Analysis ➞

Stock Chart of CBRE Clarion Global Real Estate Income FundIGR CBRE Clarion Global Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.347 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 87
Day Percent Change: 1.42%    
Day Change: 0.07
Week Change: 2.24%    
Year-to-date Change: -7.7%
IGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGR to Watchlist:       View:      Get Complete IGR Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 19.07    
Smart Investing & Trading Score: 64
Day Percent Change: 1.49%    
Day Change: 0.28
Week Change: 2.31%    
Year-to-date Change: 0.4%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 19.49    
Smart Investing & Trading Score: 67
Day Percent Change: 2.36%    
Day Change: 0.45
Week Change: 6.5%    
Year-to-date Change: -14.9%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 19.80    
Smart Investing & Trading Score: 69
Day Percent Change: 1.23%    
Day Change: 0.24
Week Change: 2.54%    
Year-to-date Change: 7.4%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 14.66    
Smart Investing & Trading Score: 55
Day Percent Change: 1.10%    
Day Change: 0.16
Week Change: -3.46%    
Year-to-date Change: 1.1%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Thornburg Income Builder Opportunities TrustTBLD Thornburg Income Builder Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 489 Millions
Recent Price: 15.65    
Smart Investing & Trading Score: 69
Day Percent Change: 1.95%    
Day Change: 0.30
Week Change: 1.36%    
Year-to-date Change: 0.5%
TBLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBLD to Watchlist:       View:      Get Complete TBLD Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 139.29    
Smart Investing & Trading Score: 80
Day Percent Change: -0.79%    
Day Change: -1.11
Week Change: -0.83%    
Year-to-date Change: 6.7%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.88    
Smart Investing & Trading Score: 49
Day Percent Change: 0.95%    
Day Change: 0.06
Week Change: 0.88%    
Year-to-date Change: -3.4%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF Trend Analysis ➞

Stock Chart of City Office REIT, Inc.CIO City Office REIT, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 478.566 Millions
Recent Price: 4.84    
Smart Investing & Trading Score: 100
Day Percent Change: 1.68%    
Day Change: 0.08
Week Change: 5.68%    
Year-to-date Change: -20.8%
CIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIO to Watchlist:       View:      Get Complete CIO Trend Analysis ➞

Stock Chart of Dime Community Bancshares, Inc.DCOM Dime Community Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 477.83 Millions
Recent Price: 19.40    
Smart Investing & Trading Score: 93
Day Percent Change: 0.41%    
Day Change: 0.08
Week Change: 1.68%    
Year-to-date Change: -28.0%
DCOM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DCOM to Watchlist:       View:      Get Complete DCOM Trend Analysis ➞

Stock Chart of FinVolution GroupFINV FinVolution Group
Sector: Financials
SubSector: Credit Services
MarketCap: 476.208 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 49
Day Percent Change: -0.40%    
Day Change: -0.02
Week Change: 2.45%    
Year-to-date Change: 2.2%
FINV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FINV to Watchlist:       View:      Get Complete FINV 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: 8.32    
Smart Investing & Trading Score: 60
Day Percent Change: 0.97%    
Day Change: 0.08
Week Change: 1.59%    
Year-to-date Change: 6.1%
ETJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETJ to Watchlist:       View:      Get Complete ETJ Trend Analysis ➞

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