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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
April 26, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
12Stocks.com
Financial Sector Trend
56 / 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 PriceSmart Investing & Trading ScoreChange %YTD Change%
CHCTCommunity Healthcare REIT25.6568-0.77-3.72%
PFEBInnovator S&P Exchange Traded Fund33.5559-0.772.73%
AFGAmerican  Insurance128.7168-0.788.26%
MKLMarkel  Insurance1450.957-0.782.19%
MHDBlackRock Muni Closed-End Fund - Debt11.4210-0.78-4.11%
PKBKParke Bancorp Regional Banks16.4742-0.78-18.67%
BTTBlackrock Municipal Closed-End Fund - Debt20.4530-0.78-1.68%
CCDCalamos Dynamic Closed-End Fund - Equity21.7390-0.789.86%
BFEBInnovator S&P Exchange Traded Fund38.3551-0.784.70%
DJUNFT Cboe Exchange Traded Fund39.4964-0.784.06%
LYGLloyds Banking Foreign Banks2.5253-0.795.44%
CSQCalamos Strategic Closed-End Fund - Debt15.6441-0.795.14%
CHWCalamos Global Closed-End Fund - Equity6.3068-0.799.19%
YRDYiren Digital Credit Services5.0466-0.7961.54%
FBCVFidelity Blue Exchange Traded Fund30.1068-0.793.24%
SYFSynchrony  Credit Services44.66100-0.8016.94%
RFRegions  Regional Banks19.6175-0.811.19%
THFFFirst  Regional Banks36.9447-0.81-14.15%
JFRNuveen Floating Closed-End Fund - Debt8.5756-0.814.26%
RQICohen & Steers Quality ome Realty Fund Closed-End Fund - Equity10.9710-0.81-10.38%
UMARInnovator S&P Exchange Traded Fund31.8431-0.810.79%
WIAWestern Asset Closed-End Fund - Debt7.8520-0.82-3.33%
PHTPioneer High Closed-End Fund - Debt7.2836-0.821.82%
NIEAllianzGI Equity Asset Mgmt21.6656-0.823.59%
ACAssociated Capital Asset Mgmt32.5154-0.82-8.96%
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 8.72% and is currently outperforming the overall market by 3.56% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [465%] Hippo [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [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
B. Riley[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 25.65    
Smart Investing & Trading Score: 68
Day Percent Change: -0.77%    
Day Change: -0.20
Week Change: 0.55%    
Year-to-date Change: -3.7%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.55    
Smart Investing & Trading Score: 59
Day Percent Change: -0.77%    
Day Change: -0.26
Week Change: 0.42%    
Year-to-date Change: 2.7%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFG American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 5353.82 Millions
Recent Price: 128.71    
Smart Investing & Trading Score: 68
Day Percent Change: -0.78%    
Day Change: -1.01
Week Change: 0.66%    
Year-to-date Change: 8.3%
AFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFG to Watchlist:       View:      Get Complete AFG Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1450.95    
Smart Investing & Trading Score: 7
Day Percent Change: -0.78%    
Day Change: -11.41
Week Change: -0.39%    
Year-to-date Change: 2.2%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Fund, Inc.MHD BlackRock MuniHoldings Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 190.907 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 10
Day Percent Change: -0.78%    
Day Change: -0.09
Week Change: -0.78%    
Year-to-date Change: -4.1%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

Stock Chart of Parke Bancorp, Inc.PKBK Parke Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 165.799 Millions
Recent Price: 16.47    
Smart Investing & Trading Score: 42
Day Percent Change: -0.78%    
Day Change: -0.13
Week Change: -0.48%    
Year-to-date Change: -18.7%
PKBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PKBK to Watchlist:       View:      Get Complete PKBK 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: 20.45    
Smart Investing & Trading Score: 30
Day Percent Change: -0.78%    
Day Change: -0.16
Week Change: 0.2%    
Year-to-date Change: -1.7%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT Trend Analysis ➞

Stock Chart of Calamos Dynamic Convertible and Income FundCCD Calamos Dynamic Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 329.047 Millions
Recent Price: 21.73    
Smart Investing & Trading Score: 90
Day Percent Change: -0.78%    
Day Change: -0.17
Week Change: 2.62%    
Year-to-date Change: 9.9%
CCD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCD to Watchlist:       View:      Get Complete CCD Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.35    
Smart Investing & Trading Score: 51
Day Percent Change: -0.78%    
Day Change: -0.30
Week Change: 0.58%    
Year-to-date Change: 4.7%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB 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: 39.49    
Smart Investing & Trading Score: 64
Day Percent Change: -0.78%    
Day Change: -0.31
Week Change: 0.61%    
Year-to-date Change: 4.1%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of Lloyds Banking Group plcLYG Lloyds Banking Group plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 28885.4 Millions
Recent Price: 2.52    
Smart Investing & Trading Score: 53
Day Percent Change: -0.79%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 5.4%
LYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LYG to Watchlist:       View:      Get Complete LYG Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 15.64    
Smart Investing & Trading Score: 41
Day Percent Change: -0.79%    
Day Change: -0.13
Week Change: 2.29%    
Year-to-date Change: 5.1%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Calamos Global Dynamic Income FundCHW Calamos Global Dynamic Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 272.047 Millions
Recent Price: 6.30    
Smart Investing & Trading Score: 68
Day Percent Change: -0.79%    
Day Change: -0.05
Week Change: 2.52%    
Year-to-date Change: 9.2%
CHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHW to Watchlist:       View:      Get Complete CHW Trend Analysis ➞

Stock Chart of Yiren Digital Ltd.YRD Yiren Digital Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 330.208 Millions
Recent Price: 5.04    
Smart Investing & Trading Score: 66
Day Percent Change: -0.79%    
Day Change: -0.04
Week Change: 4.35%    
Year-to-date Change: 61.5%
YRD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add YRD to Watchlist:       View:      Get Complete YRD Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Value ETFFBCV Fidelity Blue Chip Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.10    
Smart Investing & Trading Score: 68
Day Percent Change: -0.79%    
Day Change: -0.24
Week Change: 0.4%    
Year-to-date Change: 3.2%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of Synchrony FinancialSYF Synchrony Financial
Sector: Financials
SubSector: Credit Services
MarketCap: 9297.28 Millions
Recent Price: 44.66    
Smart Investing & Trading Score: 100
Day Percent Change: -0.80%    
Day Change: -0.36
Week Change: 7.43%    
Year-to-date Change: 16.9%
SYF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SYF to Watchlist:       View:      Get Complete SYF Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.61    
Smart Investing & Trading Score: 75
Day Percent Change: -0.81%    
Day Change: -0.16
Week Change: 3.76%    
Year-to-date Change: 1.2%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of First Financial CorporationTHFF First Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 433.07 Millions
Recent Price: 36.94    
Smart Investing & Trading Score: 47
Day Percent Change: -0.81%    
Day Change: -0.30
Week Change: 0.9%    
Year-to-date Change: -14.2%
THFF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THFF to Watchlist:       View:      Get Complete THFF Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 345.007 Millions
Recent Price: 8.57    
Smart Investing & Trading Score: 56
Day Percent Change: -0.81%    
Day Change: -0.07
Week Change: -0.12%    
Year-to-date Change: 4.3%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

Stock Chart of Cohen & Steers Quality Income Realty Fund, Inc.RQI Cohen & Steers Quality Income Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 811.847 Millions
Recent Price: 10.97    
Smart Investing & Trading Score: 10
Day Percent Change: -0.81%    
Day Change: -0.09
Week Change: 1.95%    
Year-to-date Change: -10.4%
RQI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RQI to Watchlist:       View:      Get Complete RQI Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.84    
Smart Investing & Trading Score: 31
Day Percent Change: -0.81%    
Day Change: -0.26
Week Change: 0.09%    
Year-to-date Change: 0.8%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.85    
Smart Investing & Trading Score: 20
Day Percent Change: -0.82%    
Day Change: -0.07
Week Change: -1.38%    
Year-to-date Change: -3.3%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.28    
Smart Investing & Trading Score: 36
Day Percent Change: -0.82%    
Day Change: -0.06
Week Change: -0.55%    
Year-to-date Change: 1.8%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.66    
Smart Investing & Trading Score: 56
Day Percent Change: -0.82%    
Day Change: -0.18
Week Change: 1.31%    
Year-to-date Change: 3.6%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE Trend Analysis ➞

Stock Chart of Associated Capital Group, Inc.AC Associated Capital Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 657.503 Millions
Recent Price: 32.51    
Smart Investing & Trading Score: 54
Day Percent Change: -0.82%    
Day Change: -0.27
Week Change: 0.71%    
Year-to-date Change: -9.0%
AC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AC to Watchlist:       View:      Get Complete AC Trend Analysis ➞

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