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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 24, 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
12Stocks.com
Financial Sector Trend
68 / 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%
BRKLBrookline Bancorp S&L9.5452-0.26-12.60%
TSITCW Strategic Closed-End Fund - Debt4.5918-0.260.11%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity11.3059-0.26-3.83%
ECFEllsworth Growth Asset Mgmt7.7337-0.26-4.33%
SMFGSumitomo Mitsui Foreign Banks11.3851-0.2617.56%
SPXXNuveen S&P Closed-End Fund - Equity15.2658-0.261.46%
IBTJiShares iBonds Exchange Traded Fund21.0525-0.26-3.40%
BFSSaul Centers REIT - Retail36.3028-0.27-7.56%
MIYBlackRock MuniYield Closed-End Fund - Debt11.0618-0.27-2.64%
PHTPioneer High Closed-End Fund - Debt7.3436-0.272.66%
NBBNuveen Taxable Asset Mgmt14.7242-0.27-6.78%
CRBGCorebridge  Asset Mgmt27.2568-0.2725.71%
LNCLoln National Life Insurance28.6568-0.286.23%
MUCBlackRock Muni Closed-End Fund - Debt10.7125-0.28-3.77%
NMTNuveen Massachusetts Closed-End Fund - Debt10.5030-0.28-0.10%
ECATBlackRock ESG Closed-End Fund - Equity16.2025-0.280.19%
SLFSun Life Insurance51.7045-0.29-0.31%
BTTBlackrock Municipal Closed-End Fund - Debt20.6130-0.29-0.91%
HCVIHennessy Capital SPAC10.4751-0.290.38%
MEGIMainStay CBRE Closed-End Fund - Equity11.9449-0.29-8.01%
JOESt. Joe Real Estatet56.8676-0.30-5.52%
MKTXMarketAxess  Brokerage204.1618-0.30-30.29%
BFKBlackRock Municipal Closed-End Fund - Debt9.9932-0.30-0.79%
USALiberty All-Star Closed-End Fund - Equity6.7243-0.305.33%
BGRBlackRock Energy Closed-End Fund - Equity13.3061-0.306.83%
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 9.36% and is currently outperforming the overall market by 3.7% 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: Very Good
Overall Trend Score: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [60%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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[49.4%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.2%]
TOP [10.6%] Provident Bancorp[10.3%] LendingTree [9.8%]
Coinbase Global[9.7%] Trustmark [9.7%] Heritage Insurance[9.6%]
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
Office Properties[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-46%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
Cullen/Frost Bankers[100] BOK [100] OneMain [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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.92680.072.378.69%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.1953-0.541.617.14%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.4768-0.423.2516.79%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  46.98580.073.33-4.46%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 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 Brookline Bancorp, Inc.BRKL Brookline Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 894.43 Millions
Recent Price: 9.54    
Smart Investing & Trading Score: 52
Day Percent Change: -0.26%    
Day Change: -0.03
Week Change: 1.65%    
Year-to-date Change: -12.6%
BRKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKL to Watchlist:       View:      Get Complete BRKL Trend Analysis ➞

Stock Chart of TCW Strategic Income Fund, Inc.TSI TCW Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 205.507 Millions
Recent Price: 4.59    
Smart Investing & Trading Score: 18
Day Percent Change: -0.26%    
Day Change: -0.01
Week Change: -0.33%    
Year-to-date Change: 0.1%
TSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSI to Watchlist:       View:      Get Complete TSI Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund, Inc.RFI Cohen & Steers Total Return Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 221.147 Millions
Recent Price: 11.30    
Smart Investing & Trading Score: 59
Day Percent Change: -0.26%    
Day Change: -0.03
Week Change: 3.57%    
Year-to-date Change: -3.8%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of Ellsworth Growth and Income Fund Ltd.ECF Ellsworth Growth and Income Fund Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 102.203 Millions
Recent Price: 7.73    
Smart Investing & Trading Score: 37
Day Percent Change: -0.26%    
Day Change: -0.02
Week Change: 2.11%    
Year-to-date Change: -4.3%
ECF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECF to Watchlist:       View:      Get Complete ECF Trend Analysis ➞

Stock Chart of Sumitomo Mitsui Financial Group, Inc.SMFG Sumitomo Mitsui Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 36648.5 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 51
Day Percent Change: -0.26%    
Day Change: -0.03
Week Change: 1.88%    
Year-to-date Change: 17.6%
SMFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMFG to Watchlist:       View:      Get Complete SMFG Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 15.26    
Smart Investing & Trading Score: 58
Day Percent Change: -0.26%    
Day Change: -0.04
Week Change: 2.35%    
Year-to-date Change: 1.5%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2029 Term Treasury ETFIBTJ iShares iBonds Dec 2029 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.05    
Smart Investing & Trading Score: 25
Day Percent Change: -0.26%    
Day Change: -0.05
Week Change: 0.05%    
Year-to-date Change: -3.4%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of Saul Centers, Inc.BFS Saul Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 689.914 Millions
Recent Price: 36.30    
Smart Investing & Trading Score: 28
Day Percent Change: -0.27%    
Day Change: -0.10
Week Change: -0.17%    
Year-to-date Change: -7.6%
BFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFS to Watchlist:       View:      Get Complete BFS Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 18
Day Percent Change: -0.27%    
Day Change: -0.03
Week Change: -0.36%    
Year-to-date Change: -2.6%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY 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: 7.34    
Smart Investing & Trading Score: 36
Day Percent Change: -0.27%    
Day Change: -0.02
Week Change: 0.27%    
Year-to-date Change: 2.7%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT 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: 14.72    
Smart Investing & Trading Score: 42
Day Percent Change: -0.27%    
Day Change: -0.04
Week Change: 0.96%    
Year-to-date Change: -6.8%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Corebridge Financial, Inc.CRBG Corebridge Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 11170 Millions
Recent Price: 27.25    
Smart Investing & Trading Score: 68
Day Percent Change: -0.27%    
Day Change: -0.07
Week Change: 1.02%    
Year-to-date Change: 25.7%
CRBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRBG to Watchlist:       View:      Get Complete CRBG Trend Analysis ➞

Stock Chart of Lincoln National CorporationLNC Lincoln National Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 4545.26 Millions
Recent Price: 28.65    
Smart Investing & Trading Score: 68
Day Percent Change: -0.28%    
Day Change: -0.08
Week Change: 3.62%    
Year-to-date Change: 6.2%
LNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LNC to Watchlist:       View:      Get Complete LNC 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: 10.71    
Smart Investing & Trading Score: 25
Day Percent Change: -0.28%    
Day Change: -0.03
Week Change: 0.28%    
Year-to-date Change: -3.8%
MUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUC to Watchlist:       View:      Get Complete MUC Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.50    
Smart Investing & Trading Score: 30
Day Percent Change: -0.28%    
Day Change: -0.03
Week Change: 0.29%    
Year-to-date Change: -0.1%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.20    
Smart Investing & Trading Score: 25
Day Percent Change: -0.28%    
Day Change: -0.04
Week Change: 0.9%    
Year-to-date Change: 0.2%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of Sun Life Financial Inc.SLF Sun Life Financial Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 17722 Millions
Recent Price: 51.70    
Smart Investing & Trading Score: 45
Day Percent Change: -0.29%    
Day Change: -0.15
Week Change: 1.15%    
Year-to-date Change: -0.3%
SLF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLF to Watchlist:       View:      Get Complete SLF 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: 20.61    
Smart Investing & Trading Score: 30
Day Percent Change: -0.29%    
Day Change: -0.06
Week Change: 0.98%    
Year-to-date Change: -0.9%
BTT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTT to Watchlist:       View:      Get Complete BTT Trend Analysis ➞

Stock Chart of Hennessy Capital Investment Corp. VIHCVI Hennessy Capital Investment Corp. VI
Sector: Financials
SubSector: SPAC
MarketCap: 467 Millions
Recent Price: 10.47    
Smart Investing & Trading Score: 51
Day Percent Change: -0.29%    
Day Change: -0.03
Week Change: -0.1%    
Year-to-date Change: 0.4%
HCVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCVI to Watchlist:       View:      Get Complete HCVI Trend Analysis ➞

Stock Chart of MainStay CBRE Global Infrastructure Megatrends FundMEGI MainStay CBRE Global Infrastructure Megatrends Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 713 Millions
Recent Price: 11.94    
Smart Investing & Trading Score: 49
Day Percent Change: -0.29%    
Day Change: -0.04
Week Change: 2.49%    
Year-to-date Change: -8.0%
MEGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MEGI to Watchlist:       View:      Get Complete MEGI Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 56.86    
Smart Investing & Trading Score: 76
Day Percent Change: -0.30%    
Day Change: -0.17
Week Change: 3.61%    
Year-to-date Change: -5.5%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 204.16    
Smart Investing & Trading Score: 18
Day Percent Change: -0.30%    
Day Change: -0.61
Week Change: 0.07%    
Year-to-date Change: -30.3%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX 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: 9.99    
Smart Investing & Trading Score: 32
Day Percent Change: -0.30%    
Day Change: -0.03
Week Change: 0.3%    
Year-to-date Change: -0.8%
BFK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFK to Watchlist:       View:      Get Complete BFK Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 43
Day Percent Change: -0.30%    
Day Change: -0.02
Week Change: 2.75%    
Year-to-date Change: 5.3%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 61
Day Percent Change: -0.30%    
Day Change: -0.04
Week Change: 0.83%    
Year-to-date Change: 6.8%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

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