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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 16, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

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

The Smart Investing & Trading Score from previous trading session is 76 and hence an improvement of trend.

 Year To Date Performance: 12.18 %
 Weekly Performance: 0.84 %
 Daily Performance: 0.74 %
12Stocks.com
Financial Sector Trend
100 / 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%
FTFranklin Universal Closed-End Fund - Debt6.88900.73%3.53%
BGXBlackstone / Closed-End Fund - Debt12.68880.63%10.74%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt15.42951.19%5.98%
UBFOUnited Security Regional Banks7.39641.09%-12.13%
VERYVericity  Life Insurance11.29380.09%0.89%
LGILazard Global Closed-End Fund - Foreign16.45951.42%7.38%
BTABlackRock Long-Term Closed-End Fund - Debt10.20680.74%-0.34%
IDEVoya Infrastructure Closed-End Fund - Equity10.25830.59%0.69%
SARSaratoga   Investments23.47650.17%-9.24%
FMNFederated Premier Closed-End Fund - Debt11.31760.62%2.91%
ARLAmerican Realty Property Mgmt13.6815-0.58%-21.42%
CBHAllianzGI Convertible Asset Mgmt8.9158-0.17%2.24%
SHBIShore Bancshares Regional Banks11.15500.63%-21.75%
NNYNuveen New Closed-End Fund - Debt8.23660.60%-0.62%
UNBUnion Bankshares Regional Banks25.5128-0.74%-16.77%
CXEMFS High Closed-End Fund - Debt3.61780.84%1.69%
HWBKHawthorn Bancshares Regional Banks19.82520.30%-21.88%
RVSBRiverview Bancorp S&L4.10170.99%-35.94%
SCMStellus Capital Asset Mgmt14.19560.00%10.43%
FNWBFirst Northwest S&L11.57646.54%-27.42%
NRONeuberger Berman Asset Mgmt3.30420.92%3.45%
EVBNEvans Bancorp Regional Banks27.25742.37%-13.57%
FRBAFirst Bank Regional Banks12.15250.12%-17.38%
CHMICherry Hill Mortgage3.63950.00%-10.15%
SCDLMP Capital Closed-End Fund - Equity15.4493-0.26%10.21%
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 12.18% and is currently outperforming the overall market by 1.46% 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: 100
YTD Performance: 12.18%
**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 [486%] Banco Macro[133%] SelectQuote [115%]
Banco BBVA[114%] Grupo Financiero[113%] Gladstone Capital[109%]
EverQuote [93%] Hippo [93%] Grupo Supervielle[90%]
Yiren Digital[62%] Vista Oil[61%] First [60%]
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
Bridge [15.2%] Medical Properties[13.4%] Huize Holding[13%]
SelectQuote [12.2%] Arbor Realty[12.1%] Cipher Mining[11.8%]
C3.ai [11.3%] First Foundation[11%] Lemonade [10.7%]
Upstart [10.7%] Siebert [10%] Trupanion [9.8%]
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[-68%] New York[-64%] Texas Pacific[-62%]
Hywin [-58%] Fathom [-58%] Douglas Elliman[-56%]
FRP [-52%] AlTi Global[-51%] Fanhua [-48%]
Granite Point[-44%] OppFi [-44%] Fangdd Network[-41%]
.
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
Bridge [100] MarketAxess [100] First Community[100]
Banco Macro[100] Jones Lang[100] Northrim BanCorp[100]
Stratus Properties[100] KKR [100] Metals Acquisition[100]
Oppenheimer [100] Cushman & Wakefield[100] IRSA Inversiones[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  42.181000.740.8412.18%
IAIBroker-Dealers & Secs 118.951001.572.149.6%
IYFFinancials  95.84880.510.6712.21%
IYGFinancial Services  66.951001.161.3212.08%
KRERegional Banking  50.95900.121.19-2.82%
IXGGlobal Financials  88.341000.750.9712.42%
VFHFinancials  102.13880.470.5910.7%
KBEBank  47.89950.521.164.06%
FASFinancial Bull 3X 110.521002.322.3933.72%
FAZFinancial Bear 3X 9.910-2.17-2.17-27.51%
UYGFinancials  67.661001.421.4522.57%
IATRegional Banks  43.651000.831.564.33%
KIEInsurance  51.0278-0.10-0.4912.83%
PSCFSmallCap Financials  48.901001.311.17-0.57%
EUFNEurope Financials  23.89950.441.4913.98%
PGFFinancial Preferred  14.87641.231.091.99%
 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 Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.88    
Smart Investing & Trading Score: 90
Day Percent Change: 0.73%    
Day Change: 0.05
Week Change: 1.1%    
Year-to-date Change: 3.5%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT Trend Analysis ➞

Stock Chart of Blackstone / GSO Long-Short Credit Income FundBGX Blackstone / GSO Long-Short Credit Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.407 Millions
Recent Price: 12.68    
Smart Investing & Trading Score: 88
Day Percent Change: 0.63%    
Day Change: 0.08
Week Change: 0.96%    
Year-to-date Change: 10.7%
BGX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGX to Watchlist:       View:      Get Complete BGX 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: 15.42    
Smart Investing & Trading Score: 95
Day Percent Change: 1.19%    
Day Change: 0.18
Week Change: 1.38%    
Year-to-date Change: 6.0%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.39    
Smart Investing & Trading Score: 64
Day Percent Change: 1.09%    
Day Change: 0.08
Week Change: 1.93%    
Year-to-date Change: -12.1%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.29    
Smart Investing & Trading Score: 38
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.18%    
Year-to-date Change: 0.9%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 16.45    
Smart Investing & Trading Score: 95
Day Percent Change: 1.42%    
Day Change: 0.23
Week Change: 1.86%    
Year-to-date Change: 7.4%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 10.20    
Smart Investing & Trading Score: 68
Day Percent Change: 0.74%    
Day Change: 0.08
Week Change: 0.44%    
Year-to-date Change: -0.3%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of Voya Infrastructure, Industrials and Materials FundIDE Voya Infrastructure, Industrials and Materials Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 133.047 Millions
Recent Price: 10.25    
Smart Investing & Trading Score: 83
Day Percent Change: 0.59%    
Day Change: 0.06
Week Change: 1.28%    
Year-to-date Change: 0.7%
IDE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IDE to Watchlist:       View:      Get Complete IDE Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 23.47    
Smart Investing & Trading Score: 65
Day Percent Change: 0.17%    
Day Change: 0.04
Week Change: 1.51%    
Year-to-date Change: -9.2%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Federated Premier Municipal Income FundFMN Federated Premier Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 132.407 Millions
Recent Price: 11.31    
Smart Investing & Trading Score: 76
Day Percent Change: 0.62%    
Day Change: 0.07
Week Change: 0.62%    
Year-to-date Change: 2.9%
FMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMN to Watchlist:       View:      Get Complete FMN Trend Analysis ➞

Stock Chart of American Realty Investors, Inc.ARL American Realty Investors, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 132.242 Millions
Recent Price: 13.68    
Smart Investing & Trading Score: 15
Day Percent Change: -0.58%    
Day Change: -0.08
Week Change: -3.25%    
Year-to-date Change: -21.4%
ARL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARL to Watchlist:       View:      Get Complete ARL 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: 8.91    
Smart Investing & Trading Score: 58
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: 0.06%    
Year-to-date Change: 2.2%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of Shore Bancshares, Inc.SHBI Shore Bancshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 131.359 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 50
Day Percent Change: 0.63%    
Day Change: 0.07
Week Change: -0.54%    
Year-to-date Change: -21.8%
SHBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHBI to Watchlist:       View:      Get Complete SHBI Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.23    
Smart Investing & Trading Score: 66
Day Percent Change: 0.60%    
Day Change: 0.05
Week Change: 0.35%    
Year-to-date Change: -0.6%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of Union Bankshares, Inc.UNB Union Bankshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 130.499 Millions
Recent Price: 25.51    
Smart Investing & Trading Score: 28
Day Percent Change: -0.74%    
Day Change: -0.19
Week Change: 0.63%    
Year-to-date Change: -16.8%
UNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNB to Watchlist:       View:      Get Complete UNB Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.61    
Smart Investing & Trading Score: 78
Day Percent Change: 0.84%    
Day Change: 0.03
Week Change: 0%    
Year-to-date Change: 1.7%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of Hawthorn Bancshares, Inc.HWBK Hawthorn Bancshares, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 129.099 Millions
Recent Price: 19.82    
Smart Investing & Trading Score: 52
Day Percent Change: 0.30%    
Day Change: 0.06
Week Change: 0.56%    
Year-to-date Change: -21.9%
HWBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HWBK to Watchlist:       View:      Get Complete HWBK Trend Analysis ➞

Stock Chart of Riverview Bancorp, Inc.RVSB Riverview Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 128.83 Millions
Recent Price: 4.10    
Smart Investing & Trading Score: 17
Day Percent Change: 0.99%    
Day Change: 0.04
Week Change: -2.38%    
Year-to-date Change: -35.9%
RVSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RVSB to Watchlist:       View:      Get Complete RVSB Trend Analysis ➞

Stock Chart of Stellus Capital Investment CorporationSCM Stellus Capital Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 127.403 Millions
Recent Price: 14.19    
Smart Investing & Trading Score: 56
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.77%    
Year-to-date Change: 10.4%
SCM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCM to Watchlist:       View:      Get Complete SCM Trend Analysis ➞

Stock Chart of First Northwest BancorpFNWB First Northwest Bancorp
Sector: Financials
SubSector: Savings & Loans
MarketCap: 126.83 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 64
Day Percent Change: 6.54%    
Day Change: 0.71
Week Change: 7.83%    
Year-to-date Change: -27.4%
FNWB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNWB to Watchlist:       View:      Get Complete FNWB Trend Analysis ➞

Stock Chart of Neuberger Berman Real Estate Securities Income Fund Inc.NRO Neuberger Berman Real Estate Securities Income Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 126.103 Millions
Recent Price: 3.30    
Smart Investing & Trading Score: 42
Day Percent Change: 0.92%    
Day Change: 0.03
Week Change: -0.9%    
Year-to-date Change: 3.5%
NRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRO to Watchlist:       View:      Get Complete NRO Trend Analysis ➞

Stock Chart of Evans Bancorp, Inc.EVBN Evans Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 124.899 Millions
Recent Price: 27.25    
Smart Investing & Trading Score: 74
Day Percent Change: 2.37%    
Day Change: 0.63
Week Change: 3.14%    
Year-to-date Change: -13.6%
EVBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVBN to Watchlist:       View:      Get Complete EVBN Trend Analysis ➞

Stock Chart of First BankFRBA First Bank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 124.859 Millions
Recent Price: 12.15    
Smart Investing & Trading Score: 25
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -1.18%    
Year-to-date Change: -17.4%
FRBA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRBA to Watchlist:       View:      Get Complete FRBA Trend Analysis ➞

Stock Chart of Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.63    
Smart Investing & Trading Score: 95
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 3.71%    
Year-to-date Change: -10.2%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of LMP Capital and Income Fund Inc.SCD LMP Capital and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 124.747 Millions
Recent Price: 15.44    
Smart Investing & Trading Score: 93
Day Percent Change: -0.26%    
Day Change: -0.04
Week Change: 1.05%    
Year-to-date Change: 10.2%
SCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCD to Watchlist:       View:      Get Complete SCD Trend Analysis ➞

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