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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%
MBWMMercantile Bank Regional Banks36.4935-1.08-9.63%
INDBIndependent Bank Regional Banks52.3574-1.08-20.45%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.6730-1.080.82%
CUBICustomers Bancorp Regional Banks49.5350-1.08-14.04%
SPXXNuveen S&P Closed-End Fund - Equity15.1051-1.080.37%
ISDPGIM High Closed-End Fund - Debt12.3532-1.080.20%
JHGJanus Henderson Asset Mgmt31.2846-1.083.75%
CCiti  Banks61.7976-1.0920.12%
EWBCEast West Foreign Banks76.3693-1.096.13%
AXSAXIS Capital Insurance61.9063-1.0911.79%
JQCNuveen Credit Closed-End Fund - Debt5.4456-1.094.21%
EBMTEagle Bancorp Regional Banks12.7267-1.09-19.44%
BXMXNuveen S&P Closed-End Fund - Equity12.6623-1.09-1.33%
FITBFifth Third Regional Banks36.8281-1.106.76%
LAMRLamar Advertising REIT - 112.8161-1.106.14%
PFNPIMCO ome Closed-End Fund - Debt7.1842-1.10-0.69%
EODWells Fargo Closed-End Fund - Equity4.4961-1.103.46%
NMFCNew Mountain Asset Mgmt12.5860-1.10-1.10%
AMBCAmbac  Insurance14.3825-1.10-12.74%
SIXH6 Meridian Exchange Traded Fund35.3386-1.106.11%
WFCWells Fargo Banks59.9358-1.1121.76%
PNCPNC  Banks156.3071-1.110.94%
DMLPDorchester Minerals  Investments34.6293-1.118.77%
FRPHFRP  Property Mgmt30.3625-1.11-51.72%
KJULInnovator Russell Exchange Traded Fund26.7351-1.11-1.84%
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 Mercantile Bank CorporationMBWM Mercantile Bank Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 372.77 Millions
Recent Price: 36.49    
Smart Investing & Trading Score: 35
Day Percent Change: -1.08%    
Day Change: -0.40
Week Change: 1.16%    
Year-to-date Change: -9.6%
MBWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBWM to Watchlist:       View:      Get Complete MBWM Trend Analysis ➞

Stock Chart of Independent Bank Corp.INDB Independent Bank Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2347.09 Millions
Recent Price: 52.35    
Smart Investing & Trading Score: 74
Day Percent Change: -1.08%    
Day Change: -0.57
Week Change: 3.54%    
Year-to-date Change: -20.5%
INDB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INDB to Watchlist:       View:      Get Complete INDB 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: 14.67    
Smart Investing & Trading Score: 30
Day Percent Change: -1.08%    
Day Change: -0.16
Week Change: 0.34%    
Year-to-date Change: 0.8%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Customers Bancorp, Inc.CUBI Customers Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 385.399 Millions
Recent Price: 49.53    
Smart Investing & Trading Score: 50
Day Percent Change: -1.08%    
Day Change: -0.54
Week Change: 2.72%    
Year-to-date Change: -14.0%
CUBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBI to Watchlist:       View:      Get Complete CUBI 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: 15.10    
Smart Investing & Trading Score: 51
Day Percent Change: -1.08%    
Day Change: -0.16
Week Change: 1.24%    
Year-to-date Change: 0.4%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.35    
Smart Investing & Trading Score: 32
Day Percent Change: -1.08%    
Day Change: -0.13
Week Change: 0.2%    
Year-to-date Change: 0.2%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Janus Henderson Group plcJHG Janus Henderson Group plc
Sector: Financials
SubSector: Asset Management
MarketCap: 2992.33 Millions
Recent Price: 31.28    
Smart Investing & Trading Score: 46
Day Percent Change: -1.08%    
Day Change: -0.34
Week Change: 1.96%    
Year-to-date Change: 3.8%
JHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JHG to Watchlist:       View:      Get Complete JHG Trend Analysis ➞

Stock Chart of Citigroup Inc.C Citigroup Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 94128 Millions
Recent Price: 61.79    
Smart Investing & Trading Score: 76
Day Percent Change: -1.09%    
Day Change: -0.68
Week Change: 4.48%    
Year-to-date Change: 20.1%
C Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add C to Watchlist:       View:      Get Complete C Trend Analysis ➞

Stock Chart of East West Bancorp, Inc.EWBC East West Bancorp, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 4618.31 Millions
Recent Price: 76.36    
Smart Investing & Trading Score: 93
Day Percent Change: -1.09%    
Day Change: -0.84
Week Change: 4.77%    
Year-to-date Change: 6.1%
EWBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EWBC to Watchlist:       View:      Get Complete EWBC Trend Analysis ➞

Stock Chart of AXIS Capital Holdings LimitedAXS AXIS Capital Holdings Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3709.12 Millions
Recent Price: 61.90    
Smart Investing & Trading Score: 63
Day Percent Change: -1.09%    
Day Change: -0.68
Week Change: -0.91%    
Year-to-date Change: 11.8%
AXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AXS to Watchlist:       View:      Get Complete AXS Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.44    
Smart Investing & Trading Score: 56
Day Percent Change: -1.09%    
Day Change: -0.06
Week Change: 0.55%    
Year-to-date Change: 4.2%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of Eagle Bancorp Montana, Inc.EBMT Eagle Bancorp Montana, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 106.929 Millions
Recent Price: 12.72    
Smart Investing & Trading Score: 67
Day Percent Change: -1.09%    
Day Change: -0.14
Week Change: 1.84%    
Year-to-date Change: -19.4%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Buy-Write Income FundBXMX Nuveen S&P 500 Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 946.147 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 23
Day Percent Change: -1.09%    
Day Change: -0.14
Week Change: 1.52%    
Year-to-date Change: -1.3%
BXMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXMX to Watchlist:       View:      Get Complete BXMX Trend Analysis ➞

Stock Chart of Fifth Third BancorpFITB Fifth Third Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10197 Millions
Recent Price: 36.82    
Smart Investing & Trading Score: 81
Day Percent Change: -1.10%    
Day Change: -0.41
Week Change: 1.57%    
Year-to-date Change: 6.8%
FITB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FITB to Watchlist:       View:      Get Complete FITB Trend Analysis ➞

Stock Chart of Lamar Advertising Company (REIT)LAMR Lamar Advertising Company (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4838.33 Millions
Recent Price: 112.81    
Smart Investing & Trading Score: 61
Day Percent Change: -1.10%    
Day Change: -1.25
Week Change: 1.23%    
Year-to-date Change: 6.1%
LAMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAMR to Watchlist:       View:      Get Complete LAMR Trend Analysis ➞

Stock Chart of PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.18    
Smart Investing & Trading Score: 42
Day Percent Change: -1.10%    
Day Change: -0.08
Week Change: 0.28%    
Year-to-date Change: -0.7%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN 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: 4.49    
Smart Investing & Trading Score: 61
Day Percent Change: -1.10%    
Day Change: -0.05
Week Change: 1.58%    
Year-to-date Change: 3.5%
EOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOD to Watchlist:       View:      Get Complete EOD Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.58    
Smart Investing & Trading Score: 60
Day Percent Change: -1.10%    
Day Change: -0.14
Week Change: 0.24%    
Year-to-date Change: -1.1%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of Ambac Financial Group, Inc.AMBC Ambac Financial Group, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 587.818 Millions
Recent Price: 14.38    
Smart Investing & Trading Score: 25
Day Percent Change: -1.10%    
Day Change: -0.16
Week Change: -0.14%    
Year-to-date Change: -12.7%
AMBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMBC to Watchlist:       View:      Get Complete AMBC Trend Analysis ➞

Stock Chart of 6 Meridian Hedged Equity Index Option Strategy ETFSIXH 6 Meridian Hedged Equity Index Option Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.33    
Smart Investing & Trading Score: 86
Day Percent Change: -1.10%    
Day Change: -0.39
Week Change: 0.31%    
Year-to-date Change: 6.1%
SIXH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXH to Watchlist:       View:      Get Complete SIXH Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 59.93    
Smart Investing & Trading Score: 58
Day Percent Change: -1.11%    
Day Change: -0.67
Week Change: -0.7%    
Year-to-date Change: 21.8%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of The PNC Financial Services Group, Inc.PNC The PNC Financial Services Group, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 41291.5 Millions
Recent Price: 156.30    
Smart Investing & Trading Score: 71
Day Percent Change: -1.11%    
Day Change: -1.76
Week Change: 2.63%    
Year-to-date Change: 0.9%
PNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNC to Watchlist:       View:      Get Complete PNC Trend Analysis ➞

Stock Chart of Dorchester Minerals, L.P.DMLP Dorchester Minerals, L.P.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 363.17 Millions
Recent Price: 34.62    
Smart Investing & Trading Score: 93
Day Percent Change: -1.11%    
Day Change: -0.39
Week Change: 2.34%    
Year-to-date Change: 8.8%
DMLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMLP to Watchlist:       View:      Get Complete DMLP Trend Analysis ➞

Stock Chart of FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 30.36    
Smart Investing & Trading Score: 25
Day Percent Change: -1.11%    
Day Change: -0.34
Week Change: 0%    
Year-to-date Change: -51.7%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 26.73    
Smart Investing & Trading Score: 51
Day Percent Change: -1.11%    
Day Change: -0.30
Week Change: 0.51%    
Year-to-date Change: -1.8%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

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