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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 30, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence a deterioration of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
58 / 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 PriceTrend ScoreChange %YTD Change%
VMOInvesco Municipal Closed-End Fund - Debt9.29250.22%-3.33%
EMDWestern Asset Closed-End Fund - Debt9.00250.22%-2.28%
MVTBlackRock MuniVest Closed-End Fund - Debt10.40250.19%-3.44%
MHNBlackRock Muni Closed-End Fund - Debt10.23250.10%-2.66%
DMBBNY  Asset Mgmt10.00250.10%-3.01%
MYDBlackRock MuniYield Closed-End Fund - Debt10.56250.09%-2.04%
CNNECannae  Asset Mgmt20.00250.05%2.51%
UBSUBS  Foreign Banks27.39250.04%-11.36%
HYIWestern Asset Asset Mgmt11.56250.04%-4.38%
ASGLiberty All-Star Closed-End Fund - Equity5.15250.00%-2.46%
EFSCEnterprise  Regional - Southwest Banks38.1525-1.68%-14.56%
SFSTSouthern First Banks26.7425-1.62%-27.92%
IVZInvesco  Asset Mgmt14.4625-1.43%-18.95%
PNFPPinnacle  Regional Banks79.3625-1.16%-9.01%
NYMTNew York Mortgage6.9725-0.92%-18.23%
DNPDNP Select Closed-End Fund - Equity8.7725-0.79%3.42%
ESNTEssent  Mortgage53.6825-0.56%1.78%
WSBCWesBanco  Regional Banks27.3725-0.55%-12.75%
NBHCNational Bank Regional Banks33.3625-0.42%-10.30%
BYMBlackRock Municipal Closed-End Fund - Debt10.9725-0.23%-2.19%
OIAInvesco Municipal Closed-End Fund - Debt6.1125-0.16%-3.78%
CIIBlackRock Enhanced Closed-End Fund - Equity18.6225-0.11%-2.00%
MYNBlackRock MuniYield Closed-End Fund - Debt10.0625-0.05%-2.61%
AGOAssured Guaranty Insurance78.4525-0.01%4.84%
SFNCSimmons First Banks17.51240.06%-11.74%
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 8.4% and is currently outperforming the overall market by 1.84% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 58
YTD Performance: 8.4%
**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 [538%] Hippo [141%] Gladstone Capital[102%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[72%] Yiren Digital[61%] EverQuote [60%]
Fidelis Insurance[59%] Heritage Insurance[58%] Grupo Supervielle[54%]
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
Heartland [15.2%] AltC Acquisition[12.6%] Douglas Elliman[10.9%]
Fulton [7.6%] NexGen Energy[6.2%] Medical Properties[6%]
Clipper Realty[5.5%] AlTi Global[4.9%] Citizens [4.8%]
B. Riley[4.7%] Peakstone Realty[4%] Office Properties[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
New York[-73%] Office Properties[-71%] Texas Pacific[-62%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-55%]
FRP [-51%] eHealth [-49%] Fanhua [-47%]
OppFi [-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
Heartland [100] AltC Acquisition[100] Fulton [100]
NexGen Energy[100] Medical Properties[100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BRT Apartments[100] BrasilAgro -[100] LPL [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  40.7658-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9075-0.10-0.14.03%
IYFFinancials  92.1663-0.01-0.017.9%
IYGFinancial Services  64.3458-0.42-0.427.71%
KRERegional Banking  47.7742-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7458-0.19-0.197.02%
KBEBank  45.1055-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4253-0.36-0.3614.89%
IATRegional Banks  41.5758-0.36-0.36-0.65%
KIEInsurance  48.79580.540.547.89%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.50830.180.187.35%
PGFFinancial Preferred  14.64390.480.480.41%
 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 Invesco Municipal Opportunity TrustVMO Invesco Municipal Opportunity Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 698.407 Millions
Recent Price: 9.29    
Smart Investing & Trading Score: 25
Day Percent Change: 0.22%    
Day Change: 0.02
Week Change: 0.22%    
Year-to-date Change: -3.3%
VMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMO to Watchlist:       View:      Get Complete VMO Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 9.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.22%    
Day Change: 0.02
Week Change: 0.22%    
Year-to-date Change: -2.3%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund II, Inc.MVT BlackRock MuniVest Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 253.707 Millions
Recent Price: 10.40    
Smart Investing & Trading Score: 25
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.19%    
Year-to-date Change: -3.4%
MVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVT to Watchlist:       View:      Get Complete MVT Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.23    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.1%    
Year-to-date Change: -2.7%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.1%    
Year-to-date Change: -3.0%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of BlackRock MuniYield Fund, Inc.MYD BlackRock MuniYield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 529.207 Millions
Recent Price: 10.56    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: -2.0%
MYD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYD to Watchlist:       View:      Get Complete MYD Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 20.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0.05%    
Year-to-date Change: 2.5%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of UBS Group AGUBS UBS Group AG
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 36840.4 Millions
Recent Price: 27.39    
Smart Investing & Trading Score: 25
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: -11.4%
UBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBS to Watchlist:       View:      Get Complete UBS 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: 11.56    
Smart Investing & Trading Score: 25
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: -4.4%
HYI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYI to Watchlist:       View:      Get Complete HYI Trend Analysis ➞

Stock Chart of Liberty All-Star Growth Fund, Inc.ASG Liberty All-Star Growth Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 5.15    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -2.5%
ASG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASG to Watchlist:       View:      Get Complete ASG Trend Analysis ➞

Stock Chart of Enterprise Financial Services CorpEFSC Enterprise Financial Services Corp
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 770.165 Millions
Recent Price: 38.15    
Smart Investing & Trading Score: 25
Day Percent Change: -1.68%    
Day Change: -0.65
Week Change: -1.68%    
Year-to-date Change: -14.6%
EFSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFSC to Watchlist:       View:      Get Complete EFSC Trend Analysis ➞

Stock Chart of Southern First Bancshares, Inc.SFST Southern First Bancshares, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 189.099 Millions
Recent Price: 26.74    
Smart Investing & Trading Score: 25
Day Percent Change: -1.62%    
Day Change: -0.44
Week Change: -1.62%    
Year-to-date Change: -27.9%
SFST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFST to Watchlist:       View:      Get Complete SFST Trend Analysis ➞

Stock Chart of Invesco Ltd.IVZ Invesco Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 4578.23 Millions
Recent Price: 14.46    
Smart Investing & Trading Score: 25
Day Percent Change: -1.43%    
Day Change: -0.21
Week Change: -1.43%    
Year-to-date Change: -19.0%
IVZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVZ to Watchlist:       View:      Get Complete IVZ Trend Analysis ➞

Stock Chart of Pinnacle Financial Partners, Inc.PNFP Pinnacle Financial Partners, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2771.75 Millions
Recent Price: 79.36    
Smart Investing & Trading Score: 25
Day Percent Change: -1.16%    
Day Change: -0.93
Week Change: -1.16%    
Year-to-date Change: -9.0%
PNFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNFP to Watchlist:       View:      Get Complete PNFP Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.97    
Smart Investing & Trading Score: 25
Day Percent Change: -0.92%    
Day Change: -0.07
Week Change: -0.92%    
Year-to-date Change: -18.2%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT 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: 8.77    
Smart Investing & Trading Score: 25
Day Percent Change: -0.79%    
Day Change: -0.07
Week Change: -0.79%    
Year-to-date Change: 3.4%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of Essent Group Ltd.ESNT Essent Group Ltd.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 2806.19 Millions
Recent Price: 53.68    
Smart Investing & Trading Score: 25
Day Percent Change: -0.56%    
Day Change: -0.30
Week Change: -0.56%    
Year-to-date Change: 1.8%
ESNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESNT to Watchlist:       View:      Get Complete ESNT Trend Analysis ➞

Stock Chart of WesBanco, Inc.WSBC WesBanco, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1575.79 Millions
Recent Price: 27.37    
Smart Investing & Trading Score: 25
Day Percent Change: -0.55%    
Day Change: -0.15
Week Change: -0.55%    
Year-to-date Change: -12.8%
WSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSBC to Watchlist:       View:      Get Complete WSBC Trend Analysis ➞

Stock Chart of National Bank Holdings CorporationNBHC National Bank Holdings Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 766.87 Millions
Recent Price: 33.36    
Smart Investing & Trading Score: 25
Day Percent Change: -0.42%    
Day Change: -0.14
Week Change: -0.42%    
Year-to-date Change: -10.3%
NBHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBHC to Watchlist:       View:      Get Complete NBHC Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 10.97    
Smart Investing & Trading Score: 25
Day Percent Change: -0.23%    
Day Change: -0.03
Week Change: -0.23%    
Year-to-date Change: -2.2%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.11    
Smart Investing & Trading Score: 25
Day Percent Change: -0.16%    
Day Change: -0.01
Week Change: -0.16%    
Year-to-date Change: -3.8%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 18.62    
Smart Investing & Trading Score: 25
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: -0.11%    
Year-to-date Change: -2.0%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII Trend Analysis ➞

Stock Chart of BlackRock MuniYield New York Quality Fund, Inc.MYN BlackRock MuniYield New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 432.607 Millions
Recent Price: 10.06    
Smart Investing & Trading Score: 25
Day Percent Change: -0.05%    
Day Change: 0.00
Week Change: -0.05%    
Year-to-date Change: -2.6%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of Assured Guaranty Ltd.AGO Assured Guaranty Ltd.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 2133.18 Millions
Recent Price: 78.45    
Smart Investing & Trading Score: 25
Day Percent Change: -0.01%    
Day Change: -0.01
Week Change: -0.01%    
Year-to-date Change: 4.8%
AGO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGO to Watchlist:       View:      Get Complete AGO Trend Analysis ➞

Stock Chart of Simmons First National CorporationSFNC Simmons First National Corporation
Sector: Financials
SubSector: Money Center Banks
MarketCap: 2125.49 Millions
Recent Price: 17.51    
Smart Investing & Trading Score: 24
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: 0.06%    
Year-to-date Change: -11.7%
SFNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFNC to Watchlist:       View:      Get Complete SFNC Trend Analysis ➞

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