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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%
CHYCalamos Convertible Closed-End Fund - Debt11.11350.09%-3.14%
IQIInvesco Quality Closed-End Fund - Debt9.5655-0.21%0.53%
PFBCPreferred Bank Regional Banks79.72950.71%9.13%
BSTBlackRock Science Closed-End Fund - Equity36.60770.91%8.73%
CACCamden National Regional Banks33.401000.91%-11.24%
AHHArmada Hoffler REIT - 11.70951.21%-5.42%
TRSTTrustCo Bank Regional Banks28.81951.02%-7.21%
AGMFederal Agricultural Credit Services182.41580.87%-4.61%
NFBKNorthfield Bancorp Regional Banks9.55744.37%-24.09%
MBIMBIA  Insurance5.9610-1.65%-2.61%
GOODOGladstone Commercial REIT - 20.0376-0.32%3.57%
OFGOFG Bancorp Banks38.14801.22%1.76%
VINPVi Partners Asset Mgmt10.7210-2.55%-2.46%
HMSTHomeStreet  S&L10.15150.79%-1.46%
LBAILakeland Bancorp Regional Banks13.43951.13%-9.20%
MYDBlackRock MuniYield Closed-End Fund - Debt10.72300.56%-0.56%
NWLINational Western Life Insurance491.29680.10%1.71%
MMDMainStay MacKay Closed-End Fund - Debt16.31630.12%0.37%
GSBCGreat Southern Regional - Southwest Banks53.0368-0.47%-10.65%
GSBDGoldman Sachs Brokerage15.6451-0.26%6.76%
THQTekla Healthcare Closed-End Fund - Equity20.59951.03%13.69%
CLMCornerstone Strategic Asset Mgmt7.4458-0.67%3.48%
TDFTempleton Dragon Closed-End Fund - Foreign8.62760.23%5.51%
VVRInvesco Senior Closed-End Fund - Debt4.3666-1.80%6.34%
CHICalamos Convertible Closed-End Fund - Debt11.15450.27%7.63%
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 Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.11    
Smart Investing & Trading Score: 35
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.27%    
Year-to-date Change: -3.1%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Invesco Quality Municipal Income TrustIQI Invesco Quality Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 560.507 Millions
Recent Price: 9.56    
Smart Investing & Trading Score: 55
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: -0.05%    
Year-to-date Change: 0.5%
IQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQI to Watchlist:       View:      Get Complete IQI Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 79.72    
Smart Investing & Trading Score: 95
Day Percent Change: 0.71%    
Day Change: 0.56
Week Change: 1.28%    
Year-to-date Change: 9.1%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 36.60    
Smart Investing & Trading Score: 77
Day Percent Change: 0.91%    
Day Change: 0.33
Week Change: 1.58%    
Year-to-date Change: 8.7%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Camden National CorporationCAC Camden National Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 550.999 Millions
Recent Price: 33.40    
Smart Investing & Trading Score: 100
Day Percent Change: 0.91%    
Day Change: 0.30
Week Change: 3.12%    
Year-to-date Change: -11.2%
CAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CAC to Watchlist:       View:      Get Complete CAC Trend Analysis ➞

Stock Chart of Armada Hoffler Properties, Inc.AHH Armada Hoffler Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 550.653 Millions
Recent Price: 11.70    
Smart Investing & Trading Score: 95
Day Percent Change: 1.21%    
Day Change: 0.14
Week Change: 1.92%    
Year-to-date Change: -5.4%
AHH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHH to Watchlist:       View:      Get Complete AHH Trend Analysis ➞

Stock Chart of TrustCo Bank Corp NYTRST TrustCo Bank Corp NY
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 543.999 Millions
Recent Price: 28.81    
Smart Investing & Trading Score: 95
Day Percent Change: 1.02%    
Day Change: 0.29
Week Change: 1.77%    
Year-to-date Change: -7.2%
TRST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRST to Watchlist:       View:      Get Complete TRST Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 182.41    
Smart Investing & Trading Score: 58
Day Percent Change: 0.87%    
Day Change: 1.57
Week Change: 1.62%    
Year-to-date Change: -4.6%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of Northfield Bancorp, Inc. (Staten Island, NY)NFBK Northfield Bancorp, Inc. (Staten Island, NY)
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 540.699 Millions
Recent Price: 9.55    
Smart Investing & Trading Score: 74
Day Percent Change: 4.37%    
Day Change: 0.40
Week Change: 1.49%    
Year-to-date Change: -24.1%
NFBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NFBK to Watchlist:       View:      Get Complete NFBK Trend Analysis ➞

Stock Chart of MBIA Inc.MBI MBIA Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 539.012 Millions
Recent Price: 5.96    
Smart Investing & Trading Score: 10
Day Percent Change: -1.65%    
Day Change: -0.10
Week Change: -3.09%    
Year-to-date Change: -2.6%
MBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBI to Watchlist:       View:      Get Complete MBI Trend Analysis ➞

Stock Chart of Gladstone Commercial CorporationGOODO Gladstone Commercial Corporation
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 538 Millions
Recent Price: 20.03    
Smart Investing & Trading Score: 76
Day Percent Change: -0.32%    
Day Change: -0.06
Week Change: 0.35%    
Year-to-date Change: 3.6%
GOODO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOODO to Watchlist:       View:      Get Complete GOODO Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 38.14    
Smart Investing & Trading Score: 80
Day Percent Change: 1.22%    
Day Change: 0.46
Week Change: 0.77%    
Year-to-date Change: 1.8%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

Stock Chart of Vinci Partners Investments Ltd.VINP Vinci Partners Investments Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 537 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 10
Day Percent Change: -2.55%    
Day Change: -0.28
Week Change: -1.65%    
Year-to-date Change: -2.5%
VINP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VINP to Watchlist:       View:      Get Complete VINP Trend Analysis ➞

Stock Chart of HomeStreet, Inc.HMST HomeStreet, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 535.33 Millions
Recent Price: 10.15    
Smart Investing & Trading Score: 15
Day Percent Change: 0.79%    
Day Change: 0.08
Week Change: -1.74%    
Year-to-date Change: -1.5%
HMST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HMST to Watchlist:       View:      Get Complete HMST Trend Analysis ➞

Stock Chart of Lakeland Bancorp, Inc.LBAI Lakeland Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 534.599 Millions
Recent Price: 13.43    
Smart Investing & Trading Score: 95
Day Percent Change: 1.13%    
Day Change: 0.15
Week Change: 1.97%    
Year-to-date Change: -9.2%
LBAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LBAI to Watchlist:       View:      Get Complete LBAI Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 30
Day Percent Change: 0.56%    
Day Change: 0.06
Week Change: -0.92%    
Year-to-date Change: -0.6%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 491.29    
Smart Investing & Trading Score: 68
Day Percent Change: 0.10%    
Day Change: 0.49
Week Change: 0.13%    
Year-to-date Change: 1.7%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.31    
Smart Investing & Trading Score: 63
Day Percent Change: 0.12%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: 0.4%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Great Southern Bancorp, Inc.GSBC Great Southern Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 524.765 Millions
Recent Price: 53.03    
Smart Investing & Trading Score: 68
Day Percent Change: -0.47%    
Day Change: -0.25
Week Change: -0.86%    
Year-to-date Change: -10.7%
GSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBC to Watchlist:       View:      Get Complete GSBC Trend Analysis ➞

Stock Chart of Goldman Sachs BDC, Inc.GSBD Goldman Sachs BDC, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 519.005 Millions
Recent Price: 15.64    
Smart Investing & Trading Score: 51
Day Percent Change: -0.26%    
Day Change: -0.04
Week Change: -1.7%    
Year-to-date Change: 6.8%
GSBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBD to Watchlist:       View:      Get Complete GSBD Trend Analysis ➞

Stock Chart of Tekla Healthcare Opportunities FundTHQ Tekla Healthcare Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 518.247 Millions
Recent Price: 20.59    
Smart Investing & Trading Score: 95
Day Percent Change: 1.03%    
Day Change: 0.21
Week Change: 1.47%    
Year-to-date Change: 13.7%
THQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THQ to Watchlist:       View:      Get Complete THQ Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.44    
Smart Investing & Trading Score: 58
Day Percent Change: -0.67%    
Day Change: -0.05
Week Change: -2.23%    
Year-to-date Change: 3.5%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

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: 8.62    
Smart Investing & Trading Score: 76
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 0.58%    
Year-to-date Change: 5.5%
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: 4.36    
Smart Investing & Trading Score: 66
Day Percent Change: -1.80%    
Day Change: -0.08
Week Change: -0.57%    
Year-to-date Change: 6.3%
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: 45
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: -1.15%    
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 ➞

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