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Best Financial Stocks

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 75 (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 70 and hence an improvement of trend.

 Year To Date Performance: 9.39 %
 Weekly Performance: 1.86 %
 Daily Performance: 0.64 %
12Stocks.com
Financial Sector Trend
75 / 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%
NACNuveen California Closed-End Fund - Debt10.72230.47-3.34%
NUVNuveen Municipal Closed-End Fund - Debt8.53320.47-0.81%
NRKNuveen New  Investments10.69470.471.52%
DBLDoubleLine Opportunistic Closed-End Fund - Debt14.88420.47-3.06%
NYMTNNew York Mortgage21.47320.470.33%
BRXBrixmor Property REIT - Retail21.83490.46-6.19%
BBUBrookfield Business Real Estatet19.75370.46-4.03%
PEOAdams Natural Closed-End Fund - Equity23.67680.4514.74%
MUABlackRock MuniAssets Closed-End Fund - Debt11.04460.454.25%
ESNTEssent  Mortgage54.15390.452.67%
AXAxos  S&L51.74690.45-5.24%
OXLCOOxford Lane Asset Mgmt22.39650.451.59%
CMTGClaros Mortgage REIT - Mortgage8.99420.45-35.21%
BHFAMBrighthouse  Insurance - Life15.79370.452.27%
UBSIUnited Bankshares Regional Banks34.58740.44-7.91%
COFCapital One Credit Services147.901000.4412.80%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity11.33590.44-3.57%
BNYBlackRock New Closed-End Fund - Debt10.36440.44-1.66%
IXORIX  Credit Services104.21580.4311.59%
DHFBNY  Closed-End Fund - Debt2.33490.431.75%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.74560.433.71%
FBCVFidelity Blue Exchange Traded Fund30.36750.434.13%
BNSBank of Nova Scotia Banks47.29680.42-2.88%
NXJNuveen New Asset Mgmt11.85170.420.55%
BRKHBurtech Acquisition SPAC11.03580.422.75%
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 9.39% and is currently outperforming the overall market by 3.75% 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: 75
YTD Performance: 9.39%
**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 [134%] Gladstone Capital[99%]
Banco Macro[81%] Grupo Financiero[77%] Banco BBVA[73%]
Yiren Digital[61%] Heritage Insurance[56%] Fidelis Insurance[55%]
First [52%] Mercury General[52%] EverQuote [51%]
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
Oportun [35.8%] Cipher Mining[25%] Root [14.4%]
Globe Life[13.5%] Iris Energy[12.7%] Coinbase Global[12%]
Grupo Supervielle[10.6%] Franklin Street[10.1%] KB [9.9%]
Banco BBVA[9.7%] LendingTree [9.6%] Metropolitan Bank[9.3%]
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[-69%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] Fanhua [-47%]
RE/MAX [-47%] AlTi Global[-45%] Upstart [-43%]
.
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
Enova [100] Piedmont Office[100] Equity Bancshares[100]
Cadence Ban[100] CVB [100] Jackson [100]
NBT Bancorp[100] Victory Capital[100] RLI [100]
Hagerty [100] Popular [100] Trustmark [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  41.13750.641.869.39%
IAIBroker-Dealers & Secs 113.10750.191.864.21%
IYFFinancials  93.15750.522.039.06%
IYGFinancial Services  64.88750.792.38.61%
KRERegional Banking  48.73742.082.98-7.06%
IXGGlobal Financials  84.65750.772.167.73%
VFHFinancials  99.82751.542.128.19%
KBEBank  45.64931.042.77-0.83%
FASFinancial Bull 3X 103.56751.945.7525.3%
FAZFinancial Bear 3X 10.5825-1.76-5.54-22.6%
UYGFinancials  64.74751.353.6817.28%
IATRegional Banks  41.89930.822.820.12%
KIEInsurance  49.75650.591.3710.02%
PSCFSmallCap Financials  46.95591.543.25-4.53%
EUFNEurope Financials  22.67752.303.288.16%
PGFFinancial Preferred  14.72391.381.310.96%
 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 Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.72    
Smart Investing & Trading Score: 23
Day Percent Change: 0.47%    
Day Change: 0.05
Week Change: -0.19%    
Year-to-date Change: -3.3%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Nuveen Municipal Value Fund, Inc.NUV Nuveen Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1890.87 Millions
Recent Price: 8.53    
Smart Investing & Trading Score: 32
Day Percent Change: 0.47%    
Day Change: 0.04
Week Change: 0.24%    
Year-to-date Change: -0.8%
NUV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUV to Watchlist:       View:      Get Complete NUV Trend Analysis ➞

Stock Chart of Nuveen New York AMT-Free Quality Municipal Income FundNRK Nuveen New York AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1006.7 Millions
Recent Price: 10.69    
Smart Investing & Trading Score: 47
Day Percent Change: 0.47%    
Day Change: 0.05
Week Change: 0.66%    
Year-to-date Change: 1.5%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 14.88    
Smart Investing & Trading Score: 42
Day Percent Change: 0.47%    
Day Change: 0.07
Week Change: 0.95%    
Year-to-date Change: -3.1%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTN New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1810.39 Millions
Recent Price: 21.47    
Smart Investing & Trading Score: 32
Day Percent Change: 0.47%    
Day Change: 0.10
Week Change: 1.37%    
Year-to-date Change: 0.3%
NYMTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTN to Watchlist:       View:      Get Complete NYMTN Trend Analysis ➞

Stock Chart of Brixmor Property Group Inc.BRX Brixmor Property Group Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 3561.54 Millions
Recent Price: 21.83    
Smart Investing & Trading Score: 49
Day Percent Change: 0.46%    
Day Change: 0.10
Week Change: 1.68%    
Year-to-date Change: -6.2%
BRX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRX to Watchlist:       View:      Get Complete BRX Trend Analysis ➞

Stock Chart of Brookfield Business Partners L.P.BBU Brookfield Business Partners L.P.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1612.19 Millions
Recent Price: 19.75    
Smart Investing & Trading Score: 37
Day Percent Change: 0.46%    
Day Change: 0.09
Week Change: 1.59%    
Year-to-date Change: -4.0%
BBU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBU to Watchlist:       View:      Get Complete BBU Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.67    
Smart Investing & Trading Score: 68
Day Percent Change: 0.45%    
Day Change: 0.11
Week Change: 1.28%    
Year-to-date Change: 14.7%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 46
Day Percent Change: 0.45%    
Day Change: 0.05
Week Change: -0.36%    
Year-to-date Change: 4.3%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 54.15    
Smart Investing & Trading Score: 39
Day Percent Change: 0.45%    
Day Change: 0.24
Week Change: 1.29%    
Year-to-date Change: 2.7%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of Axos Financial, Inc.AX Axos Financial, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1037.3 Millions
Recent Price: 51.74    
Smart Investing & Trading Score: 69
Day Percent Change: 0.45%    
Day Change: 0.23
Week Change: 2.86%    
Year-to-date Change: -5.2%
AX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AX to Watchlist:       View:      Get Complete AX Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.39    
Smart Investing & Trading Score: 65
Day Percent Change: 0.45%    
Day Change: 0.10
Week Change: 0.86%    
Year-to-date Change: 1.6%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 8.99    
Smart Investing & Trading Score: 42
Day Percent Change: 0.45%    
Day Change: 0.04
Week Change: 0.45%    
Year-to-date Change: -35.2%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAM Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 3170 Millions
Recent Price: 15.79    
Smart Investing & Trading Score: 37
Day Percent Change: 0.45%    
Day Change: 0.07
Week Change: 1.67%    
Year-to-date Change: 2.3%
BHFAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAM to Watchlist:       View:      Get Complete BHFAM Trend Analysis ➞

Stock Chart of United Bankshares, Inc.UBSI United Bankshares, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2286.79 Millions
Recent Price: 34.58    
Smart Investing & Trading Score: 74
Day Percent Change: 0.44%    
Day Change: 0.15
Week Change: 1.2%    
Year-to-date Change: -7.9%
UBSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBSI to Watchlist:       View:      Get Complete UBSI Trend Analysis ➞

Stock Chart of Capital One Financial CorporationCOF Capital One Financial Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 23094.2 Millions
Recent Price: 147.90    
Smart Investing & Trading Score: 100
Day Percent Change: 0.44%    
Day Change: 0.65
Week Change: 3.49%    
Year-to-date Change: 12.8%
COF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add COF to Watchlist:       View:      Get Complete COF 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: 11.33    
Smart Investing & Trading Score: 59
Day Percent Change: 0.44%    
Day Change: 0.05
Week Change: 3.85%    
Year-to-date Change: -3.6%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of BlackRock New York Municipal Income TrustBNY BlackRock New York Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.007 Millions
Recent Price: 10.36    
Smart Investing & Trading Score: 44
Day Percent Change: 0.44%    
Day Change: 0.04
Week Change: 0.44%    
Year-to-date Change: -1.7%
BNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNY to Watchlist:       View:      Get Complete BNY Trend Analysis ➞

Stock Chart of ORIX CorporationIX ORIX Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 15483.4 Millions
Recent Price: 104.21    
Smart Investing & Trading Score: 58
Day Percent Change: 0.43%    
Day Change: 0.45
Week Change: 2.73%    
Year-to-date Change: 11.6%
IX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IX to Watchlist:       View:      Get Complete IX Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.33    
Smart Investing & Trading Score: 49
Day Percent Change: 0.43%    
Day Change: 0.01
Week Change: 1.3%    
Year-to-date Change: 1.8%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.74    
Smart Investing & Trading Score: 56
Day Percent Change: 0.43%    
Day Change: 0.05
Week Change: -0.17%    
Year-to-date Change: 3.7%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB 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: 30.36    
Smart Investing & Trading Score: 75
Day Percent Change: 0.43%    
Day Change: 0.13
Week Change: 1.27%    
Year-to-date Change: 4.1%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of The Bank of Nova ScotiaBNS The Bank of Nova Scotia
Sector: Financials
SubSector: Money Center Banks
MarketCap: 48742.1 Millions
Recent Price: 47.29    
Smart Investing & Trading Score: 68
Day Percent Change: 0.42%    
Day Change: 0.20
Week Change: 1.18%    
Year-to-date Change: -2.9%
BNS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNS to Watchlist:       View:      Get Complete BNS Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.85    
Smart Investing & Trading Score: 17
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: 0.47%    
Year-to-date Change: 0.6%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Burtech Acquisition Corp.BRKH Burtech Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 182 Millions
Recent Price: 11.03    
Smart Investing & Trading Score: 58
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: 0.42%    
Year-to-date Change: 2.8%
BRKH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKH to Watchlist:       View:      Get Complete BRKH Trend Analysis ➞

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