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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 %
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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%
ESNTEssent  Mortgage53.6825-0.56%1.78%
BYMBlackRock Municipal Closed-End Fund - Debt10.9725-0.23%-2.19%
OIAInvesco Municipal Closed-End Fund - Debt6.1125-0.16%-3.78%
MAVPioneer Municipal Closed-End Fund - Debt7.8325-0.13%-2.37%
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%
FRPHFRP  Property Mgmt30.74241.02%-51.11%
PDOPimco Dynamic Closed-End Fund - Debt13.09240.85%7.56%
SFNCSimmons First Banks17.51240.06%-11.74%
GHIXGores  SPAC10.57230.00%0.67%
KRBNKraneShares Trust Exchange Traded Fund31.6823-1.65%-13.06%
ALTIAlTi Global Asset Mgmt4.97224.85%-45.20%
CUBICustomers Bancorp Regional Banks47.60221.67%-17.39%
RLTYCohen & Steers s Opportunities & ome Fund Closed-End Fund - Debt13.37220.60%-4.47%
WIAWestern Asset Closed-End Fund - Debt7.93220.39%-2.34%
NAZNuveen Arizona Asset Mgmt10.58220.28%-1.21%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.92220.20%-0.80%
MHIPioneer Municipal Closed-End Fund - Debt8.5122-0.12%-1.39%
KRNLKernel  SPAC10.85210.65%0.93%
AJGArthur J. Insurance233.5521-0.24%3.86%
FANHFanhua  Insurance3.54203.51%-46.77%
CUBECubeSmart  REIT - Industrial41.24201.18%-11.02%
SIFISI  S&L42.61200.26%-1.89%
PAXPatria s Asset Mgmt13.60200.07%-13.32%
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] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
Stifel [100] iShares ESG[100] China Fund[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  92.1676-0.01-0.017.9%
IYGFinancial Services  64.3476-0.42-0.427.71%
KRERegional Banking  47.7747-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7476-0.19-0.197.02%
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  41.5773-0.36-0.36-0.65%
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 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 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 Pioneer Municipal High Income Advantage TrustMAV Pioneer Municipal High Income Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 219.807 Millions
Recent Price: 7.83    
Smart Investing & Trading Score: 25
Day Percent Change: -0.13%    
Day Change: -0.01
Week Change: -0.13%    
Year-to-date Change: -2.4%
MAV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MAV to Watchlist:       View:      Get Complete MAV 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 FRP Holdings, Inc.FRPH FRP Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 374.442 Millions
Recent Price: 30.74    
Smart Investing & Trading Score: 24
Day Percent Change: 1.02%    
Day Change: 0.31
Week Change: 1.02%    
Year-to-date Change: -51.1%
FRPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRPH to Watchlist:       View:      Get Complete FRPH Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 13.09    
Smart Investing & Trading Score: 24
Day Percent Change: 0.85%    
Day Change: 0.11
Week Change: 0.85%    
Year-to-date Change: 7.6%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO 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 ➞

Stock Chart of Gores Holdings IX, Inc.GHIX Gores Holdings IX, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 664 Millions
Recent Price: 10.57    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.7%
GHIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHIX to Watchlist:       View:      Get Complete GHIX Trend Analysis ➞

Stock Chart of KraneShares Trust   KFA Global Carbon ETFKRBN KraneShares Trust KFA Global Carbon ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.68    
Smart Investing & Trading Score: 23
Day Percent Change: -1.65%    
Day Change: -0.53
Week Change: -1.65%    
Year-to-date Change: -13.1%
KRBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRBN to Watchlist:       View:      Get Complete KRBN Trend Analysis ➞

Stock Chart of AlTi Global, Inc.ALTI AlTi Global, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 917 Millions
Recent Price: 4.97    
Smart Investing & Trading Score: 22
Day Percent Change: 4.85%    
Day Change: 0.23
Week Change: 4.85%    
Year-to-date Change: -45.2%
ALTI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTI to Watchlist:       View:      Get Complete ALTI Trend Analysis ➞

Stock Chart of Customers Bancorp, Inc.CUBI Customers Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 385.399 Millions
Recent Price: 47.60    
Smart Investing & Trading Score: 22
Day Percent Change: 1.67%    
Day Change: 0.78
Week Change: 1.67%    
Year-to-date Change: -17.4%
CUBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBI to Watchlist:       View:      Get Complete CUBI Trend Analysis ➞

Stock Chart of Cohen & Steers Financials Opportunities & Income FundRLTY Cohen & Steers Financials Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 22
Day Percent Change: 0.60%    
Day Change: 0.08
Week Change: 0.6%    
Year-to-date Change: -4.5%
RLTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLTY to Watchlist:       View:      Get Complete RLTY Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.93    
Smart Investing & Trading Score: 22
Day Percent Change: 0.39%    
Day Change: 0.03
Week Change: 0.39%    
Year-to-date Change: -2.3%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Nuveen Arizona Quality Municipal Income FundNAZ Nuveen Arizona Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 146.903 Millions
Recent Price: 10.58    
Smart Investing & Trading Score: 22
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: 0.28%    
Year-to-date Change: -1.2%
NAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAZ to Watchlist:       View:      Get Complete NAZ Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.92    
Smart Investing & Trading Score: 22
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.2%    
Year-to-date Change: -0.8%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.51    
Smart Investing & Trading Score: 22
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: -0.12%    
Year-to-date Change: -1.4%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of Kernel Group Holdings, Inc.KRNL Kernel Group Holdings, Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 21
Day Percent Change: 0.65%    
Day Change: 0.07
Week Change: 0.65%    
Year-to-date Change: 0.9%
KRNL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRNL to Watchlist:       View:      Get Complete KRNL Trend Analysis ➞

Stock Chart of Arthur J. Gallagher & Co.AJG Arthur J. Gallagher & Co.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 14852.2 Millions
Recent Price: 233.55    
Smart Investing & Trading Score: 21
Day Percent Change: -0.24%    
Day Change: -0.56
Week Change: -0.24%    
Year-to-date Change: 3.9%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 3.54    
Smart Investing & Trading Score: 20
Day Percent Change: 3.51%    
Day Change: 0.12
Week Change: 3.51%    
Year-to-date Change: -46.8%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of CubeSmartCUBE CubeSmart
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4562.99 Millions
Recent Price: 41.24    
Smart Investing & Trading Score: 20
Day Percent Change: 1.18%    
Day Change: 0.48
Week Change: 1.18%    
Year-to-date Change: -11.0%
CUBE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CUBE to Watchlist:       View:      Get Complete CUBE 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: 42.61    
Smart Investing & Trading Score: 20
Day Percent Change: 0.26%    
Day Change: 0.11
Week Change: 0.26%    
Year-to-date Change: -1.9%
SIFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIFI to Watchlist:       View:      Get Complete SIFI Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.60    
Smart Investing & Trading Score: 20
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: 0.07%    
Year-to-date Change: -13.3%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

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