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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: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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%
HPSJohn Hancock Closed-End Fund - Debt14.74480.004.24%
PHKPIMCO High Closed-End Fund - Debt4.74320.00-5.01%
AWHAllied World Insurance3.53590.00-13.48%
SIFISI  S&L42.49200.00-2.16%
CXEMFS High Closed-End Fund - Debt3.48170.00-1.97%
CIKCredit Suisse Asset Mgmt2.86250.00-8.63%
HYBNew America Closed-End Fund - Debt7.04320.000.00%
MSDMorgan Stanley Closed-End Fund - Debt6.94380.00-0.14%
VMOInvesco Municipal Closed-End Fund - Debt9.27250.00-3.54%
DHYCredit Suisse Asset Mgmt1.98250.000.00%
MUJBlackRock Muni Closed-End Fund - Debt11.15180.00-2.28%
IIMInvesco Value Closed-End Fund - Debt11.37180.00-3.07%
MGFMFS Government Closed-End Fund - Debt3.08250.00-3.14%
MFMMFS Municipal Closed-End Fund - Debt5.11250.00-1.16%
GDLGDL Fund Closed-End Fund - Equity7.81380.00-2.86%
VKQInvesco Municipal Closed-End Fund - Debt9.22250.00-3.25%
NZFNuveen Municipal Asset Mgmt11.76300.00-0.51%
EFREaton Vance Closed-End Fund - Debt13.09530.003.40%
PIMPutnam Master Closed-End Fund - Debt3.10250.00-2.82%
ERCWells Fargo Asset Mgmt8.83250.00-6.46%
GABGabelli Equity Closed-End Fund - Equity5.21540.002.56%
VKIInvesco Advantage Closed-End Fund - Debt8.19300.00-3.08%
PAIWestern Asset Closed-End Fund - Debt12.03720.00-0.08%
SIEBSiebert  Brokerage2.14660.0027.38%
OVBCOhio Valley Regional Banks23.64100.002.78%
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 7.39% and is currently outperforming the overall market by 4.01% 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: 7.39%
**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 [394%] Hippo [119%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] EverQuote [50%]
Fidelis Insurance[50%] Heritage Insurance[47%] Mercury General[44%]
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[46.8%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.3%]
Southern First[8.9%] Chemung [8.5%] Summit [8%]
Bancorp [7.9%] BancFirst [7.8%] Old Second[7.4%]
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%]
Upstart [-47%] C&F [-46%] Fanhua [-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
Old Second[100] Tejon Ranch[100] Victory Capital[100]
United Fire[100] Wells Fargo[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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.36481.100.246.07%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41372.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.11632.241.0412.52%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  44.76150.01-1.42-8.98%
EUFNEurope Financials  21.96410.410.324.77%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 14.74    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.14%    
Year-to-date Change: 4.2%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.74    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.42%    
Year-to-date Change: -5.0%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of Allied World Assurance Company Holdings, AGAWH Allied World Assurance Company Holdings, AG
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4663.47 Millions
Recent Price: 3.53    
Smart Investing & Trading Score: 59
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.32%    
Year-to-date Change: -13.5%
AWH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWH to Watchlist:       View:      Get Complete AWH Trend Analysis ➞

Stock Chart of SI Financial Group, Inc.SIFI SI Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.5 Millions
Recent Price: 42.49    
Smart Investing & Trading Score: 20
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.42%    
Year-to-date Change: -2.2%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.48    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.14%    
Year-to-date Change: -2.0%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.86    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.21%    
Year-to-date Change: -8.6%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.04    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.26%    
Year-to-date Change: 0.0%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 6.94    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1%    
Year-to-date Change: -0.1%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.27    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.8%    
Year-to-date Change: -3.5%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 1.98    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1%    
Year-to-date Change: 0.0%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.06%    
Year-to-date Change: -2.3%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of Invesco Value Municipal Income TrustIIM Invesco Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 587.207 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.3%    
Year-to-date Change: -3.1%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM Trend Analysis ➞

Stock Chart of MFS Government Markets Income TrustMGF MFS Government Markets Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.807 Millions
Recent Price: 3.08    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.28%    
Year-to-date Change: -3.1%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of MFS Municipal Income TrustMFM MFS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 228.107 Millions
Recent Price: 5.11    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.35%    
Year-to-date Change: -1.2%
MFM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFM to Watchlist:       View:      Get Complete MFM Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.22    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.65%    
Year-to-date Change: -3.3%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of Nuveen Municipal Credit Income FundNZF Nuveen Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 1779.43 Millions
Recent Price: 11.76    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.42%    
Year-to-date Change: -0.5%
NZF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NZF to Watchlist:       View:      Get Complete NZF Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 53
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.08%    
Year-to-date Change: 3.4%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Putnam Master Intermediate Income TrustPIM Putnam Master Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 188.507 Millions
Recent Price: 3.10    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.27%    
Year-to-date Change: -2.8%
PIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIM to Watchlist:       View:      Get Complete PIM Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 8.83    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.45%    
Year-to-date Change: -6.5%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of The Gabelli Equity Trust Inc.GAB The Gabelli Equity Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 969.147 Millions
Recent Price: 5.21    
Smart Investing & Trading Score: 54
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.33%    
Year-to-date Change: 2.6%
GAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAB to Watchlist:       View:      Get Complete GAB Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.19    
Smart Investing & Trading Score: 30
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.97%    
Year-to-date Change: -3.1%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 12.03    
Smart Investing & Trading Score: 72
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 1.43%    
Year-to-date Change: -0.1%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Siebert Financial Corp.SIEB Siebert Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 272.365 Millions
Recent Price: 2.14    
Smart Investing & Trading Score: 66
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.38%    
Year-to-date Change: 27.4%
SIEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIEB to Watchlist:       View:      Get Complete SIEB Trend Analysis ➞

Stock Chart of Ohio Valley Banc Corp.OVBC Ohio Valley Banc Corp.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 139.67 Millions
Recent Price: 23.64    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -2.31%    
Year-to-date Change: 2.8%
OVBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVBC to Watchlist:       View:      Get Complete OVBC Trend Analysis ➞

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