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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 19, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 63 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 56 and hence an improvement of trend.

 Year To Date Performance: 7.05 %
 Weekly Performance: 0.47 %
 Daily Performance: 1.05 %
12Stocks.com
Financial Sector Trend
63 / 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%
LEOBNY  Closed-End Fund - Debt5.87250.340.17%
DNPDNP Select Closed-End Fund - Equity8.80420.343.77%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.65250.340.69%
EODWells Fargo Closed-End Fund - Equity4.46460.342.88%
HYIWestern Asset Asset Mgmt11.78370.34-2.56%
HPPHudson Pacific REIT - Office5.84420.34-37.27%
TSLXTPG Specialty Mortgage20.90420.34-3.24%
WIAWestern Asset Closed-End Fund - Debt7.94350.33-2.20%
MMTMFS Multimarket Closed-End Fund - Debt4.50320.33-1.21%
MPABlackRock MuniYield Closed-End Fund - Debt12.25930.335.33%
BMEBlackRock Health Closed-End Fund - Equity38.87180.33-3.93%
VKQInvesco Municipal Closed-End Fund - Debt9.25250.33-2.94%
PFSIPennyMac  Mortgage87.29450.33-1.22%
QFIN360 Finance Credit Services18.08680.3314.29%
BETZRoundhill Sports Exchange Traded Fund16.68100.33-3.89%
MUCBlackRock Muni Closed-End Fund - Debt10.70320.32-3.87%
VCVInvesco California Closed-End Fund - Debt9.61300.32-1.93%
FORForestar  Real Estatet31.40260.32-5.05%
GBABGuggenheim Taxable Closed-End Fund - Debt15.81250.32-2.35%
ABEQAbsolute Core Exchange Traded Fund29.38610.323.46%
EMBDGlobal X Exchange Traded Fund22.17450.32-1.29%
AMPAmeriprise  Asset Mgmt413.93510.318.98%
PFLPIMCO ome Closed-End Fund - Debt8.20370.31-2.90%
PCNPIMCO Corporate Closed-End Fund - Debt12.87250.313.71%
NQPNuveen Pennsylvania Closed-End Fund - Debt11.50170.31-0.69%
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 7.05% and is currently outperforming the overall market by 3.9% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 63
YTD Performance: 7.05%
**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 [394%] Hippo [119%] Gladstone Capital[95%]
Banco Macro[74%] Grupo Financiero[64%] Yiren Digital[54%]
Banco BBVA[53%] First [51%] Fidelis Insurance[50%]
EverQuote [48%] Heritage Insurance[44%] Mercury General[43%]
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
Macatawa Bank[46%] Metropolitan Bank[13.1%] Medical Properties[12.3%]
Globe Life[10.9%] Victory Capital[10.9%] James River[10.3%]
Chemung [8.5%] Summit [7.4%] Citizens [7%]
Iris Energy[7%] Bancorp [6.9%] Green Dot[6.9%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Fathom [-57%] FRP [-52%]
AlTi Global[-50%] eHealth [-49%] Hywin [-48%]
Fanhua [-47%] Upstart [-47%] Globe Life[-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
Victory Capital[100] Old Second[100] United Fire[100]
Wells Fargo[100] Tejon Ranch[100] ASA Gold[100]
Stellus Capital[100] Fidus [100] WhiteHorse Finance[100]
Goldman Sachs[100] TCG BDC[100] Virtu [95]
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  40.25631.050.477.05%
IAIBroker-Dealers & Secs 110.77630.24-0.052.06%
IYFFinancials  91.04481.110.546.59%
IYGFinancial Services  63.28480.970.115.93%
KRERegional Banking  46.92271.770.87-10.5%
IXGGlobal Financials  82.77480.530.135.33%
VFHFinancials  97.33480.960.155.5%
KBEBank  44.06371.510.61-4.27%
FASFinancial Bull 3X 97.00633.040.8117.36%
FAZFinancial Bear 3X 11.3132-3.00-0.88-17.26%
UYGFinancials  62.11632.241.0412.52%
IATRegional Banks  40.43271.74-0.02-3.37%
KIEInsurance  48.93581.351.268.2%
PSCFSmallCap Financials  44.76150.01-1.42-8.98%
EUFNEurope Financials  21.91410.210.114.56%
PGFFinancial Preferred  14.52170.48-1.09-0.41%
 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 BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 5.87    
Smart Investing & Trading Score: 25
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: -0.17%    
Year-to-date Change: 0.2%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.80    
Smart Investing & Trading Score: 42
Day Percent Change: 0.34%    
Day Change: 0.03
Week Change: -0.68%    
Year-to-date Change: 3.8%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP 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: 14.65    
Smart Investing & Trading Score: 25
Day Percent Change: 0.34%    
Day Change: 0.05
Week Change: -1.21%    
Year-to-date Change: 0.7%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity FundEOD Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 4.46    
Smart Investing & Trading Score: 46
Day Percent Change: 0.34%    
Day Change: 0.01
Week Change: -1.65%    
Year-to-date Change: 2.9%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of Western Asset High Yield Defined Opportunity Fund Inc.HYI Western Asset High Yield Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 249.703 Millions
Recent Price: 11.78    
Smart Investing & Trading Score: 37
Day Percent Change: 0.34%    
Day Change: 0.04
Week Change: 0.26%    
Year-to-date Change: -2.6%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Hudson Pacific Properties, Inc.HPP Hudson Pacific Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 3267.16 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 42
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: -4.58%    
Year-to-date Change: -37.3%
HPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPP to Watchlist:       View:      Get Complete HPP Trend Analysis ➞

Stock Chart of TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 20.90    
Smart Investing & Trading Score: 42
Day Percent Change: 0.34%    
Day Change: 0.07
Week Change: 0.72%    
Year-to-date Change: -3.2%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX 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: 7.94    
Smart Investing & Trading Score: 35
Day Percent Change: 0.33%    
Day Change: 0.03
Week Change: -0.11%    
Year-to-date Change: -2.2%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.50    
Smart Investing & Trading Score: 32
Day Percent Change: 0.33%    
Day Change: 0.01
Week Change: -1.21%    
Year-to-date Change: -1.2%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 93
Day Percent Change: 0.33%    
Day Change: 0.04
Week Change: 2.08%    
Year-to-date Change: 5.3%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 38.87    
Smart Investing & Trading Score: 18
Day Percent Change: 0.33%    
Day Change: 0.13
Week Change: 1.09%    
Year-to-date Change: -3.9%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.25    
Smart Investing & Trading Score: 25
Day Percent Change: 0.33%    
Day Change: 0.03
Week Change: -0.32%    
Year-to-date Change: -2.9%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of PennyMac Financial Services, Inc.PFSI PennyMac Financial Services, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1588.09 Millions
Recent Price: 87.29    
Smart Investing & Trading Score: 45
Day Percent Change: 0.33%    
Day Change: 0.29
Week Change: -0.73%    
Year-to-date Change: -1.2%
PFSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFSI to Watchlist:       View:      Get Complete PFSI Trend Analysis ➞

Stock Chart of 360 Finance, Inc.QFIN 360 Finance, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 956.208 Millions
Recent Price: 18.08    
Smart Investing & Trading Score: 68
Day Percent Change: 0.33%    
Day Change: 0.06
Week Change: -2.48%    
Year-to-date Change: 14.3%
QFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QFIN to Watchlist:       View:      Get Complete QFIN Trend Analysis ➞

Stock Chart of Roundhill Sports Betting & iGaming ETFBETZ Roundhill Sports Betting & iGaming ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 16.68    
Smart Investing & Trading Score: 10
Day Percent Change: 0.33%    
Day Change: 0.05
Week Change: -2.37%    
Year-to-date Change: -3.9%
BETZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BETZ to Watchlist:       View:      Get Complete BETZ 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: 10.70    
Smart Investing & Trading Score: 32
Day Percent Change: 0.32%    
Day Change: 0.03
Week Change: 0.04%    
Year-to-date Change: -3.9%
MUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUC to Watchlist:       View:      Get Complete MUC 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: 9.61    
Smart Investing & Trading Score: 30
Day Percent Change: 0.32%    
Day Change: 0.03
Week Change: 0.01%    
Year-to-date Change: -1.9%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Forestar Group Inc.FOR Forestar Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 661.019 Millions
Recent Price: 31.40    
Smart Investing & Trading Score: 26
Day Percent Change: 0.32%    
Day Change: 0.10
Week Change: -16.44%    
Year-to-date Change: -5.1%
FOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOR to Watchlist:       View:      Get Complete FOR Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.81    
Smart Investing & Trading Score: 25
Day Percent Change: 0.32%    
Day Change: 0.05
Week Change: 0.13%    
Year-to-date Change: -2.4%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Absolute Core Strategy ETFABEQ Absolute Core Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.38    
Smart Investing & Trading Score: 61
Day Percent Change: 0.32%    
Day Change: 0.09
Week Change: -0.16%    
Year-to-date Change: 3.5%
ABEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ABEQ to Watchlist:       View:      Get Complete ABEQ Trend Analysis ➞

Stock Chart of Global X Emerging Markets Bond ETFEMBD Global X Emerging Markets Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.17    
Smart Investing & Trading Score: 45
Day Percent Change: 0.32%    
Day Change: 0.07
Week Change: -0.49%    
Year-to-date Change: -1.3%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of Ameriprise Financial, Inc.AMP Ameriprise Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 13270.5 Millions
Recent Price: 413.93    
Smart Investing & Trading Score: 51
Day Percent Change: 0.31%    
Day Change: 1.30
Week Change: 0.05%    
Year-to-date Change: 9.0%
AMP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMP to Watchlist:       View:      Get Complete AMP Trend Analysis ➞

Stock Chart of PIMCO Income Strategy FundPFL PIMCO Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 223.707 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 37
Day Percent Change: 0.31%    
Day Change: 0.03
Week Change: 0.18%    
Year-to-date Change: -2.9%
PFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFL to Watchlist:       View:      Get Complete PFL Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 12.87    
Smart Investing & Trading Score: 25
Day Percent Change: 0.31%    
Day Change: 0.04
Week Change: -3.74%    
Year-to-date Change: 3.7%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Nuveen Pennsylvania Quality Municipal Income FundNQP Nuveen Pennsylvania Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 443.707 Millions
Recent Price: 11.50    
Smart Investing & Trading Score: 17
Day Percent Change: 0.31%    
Day Change: 0.04
Week Change: -0.86%    
Year-to-date Change: -0.7%
NQP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NQP to Watchlist:       View:      Get Complete NQP Trend Analysis ➞

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