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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
May 8, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 85 and hence an improvement of trend.

 Year To Date Performance: 9.6 %
 Weekly Performance: 1.63 %
 Daily Performance: 0.34 %
12Stocks.com
Financial Sector Trend
95 / 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%
ETVEaton Vance Closed-End Fund - Equity13.00870.23%5.43%
ETBEaton Vance Closed-End Fund - Equity13.53870.15%4.24%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt19.25870.00%6.47%
AGNCAGNC  Mortgage9.5287-0.21%-2.96%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.7587-0.21%5.63%
WIAWestern Asset Closed-End Fund - Debt8.0287-0.12%-1.23%
HIXWestern Asset Closed-End Fund - Debt4.4287-0.11%-10.89%
NBHCNational Bank Regional Banks34.7786-0.26%-6.51%
LXLexinFintech  Credit Services1.86850.82%0.82%
SIXA6 Meridian Exchange Traded Fund40.58850.53%10.50%
NYMTLNew York REIT - Mortgage19.88850.30%1.43%
VCTRVictory Capital Asset Mgmt52.21850.02%51.60%
FGF&G Annuities Insurance - Life40.4485-2.27%-12.29%
ALLYAlly  Mortgage39.4085-1.25%12.83%
OMFOneMain  Credit Services51.4785-0.90%4.61%
CMCanadian Imperial Banks47.9985-0.81%-0.31%
WUGIEsoterica NextG Exchange Traded Fund61.2085-0.79%19.37%
CIBBancolombia S.A Foreign Banks34.0385-0.70%10.59%
BXSLBlackstone Secured Asset Mgmt32.2785-0.68%16.92%
CCAPCrescent Capital Asset Mgmt17.5485-0.11%0.92%
VINPVi Partners Asset Mgmt10.82831.50%-1.55%
AMTRETRACS Alerian Exchange Traded Fund58.48831.06%10.24%
HONEHarborOne Bancorp S&L10.58830.57%-11.69%
TRINTrinity Capital Asset Mgmt14.83830.07%2.28%
UTFCohen & Steers Infrastructure Fund Closed-End Fund - Equity23.30830.00%9.70%
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 9.6% and is currently outperforming the overall market by 1.48% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 9.6%
**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 [501%] Banco Macro[121%] EverQuote [107%]
Grupo Financiero[106%] Gladstone Capital[106%] Hippo [104%]
Banco BBVA[102%] SelectQuote [77%] Grupo Supervielle[77%]
Yiren Digital[66%] LendingTree [61%] Vista Oil[58%]
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
Trupanion [28.7%] Ambac [23%] SelectQuote [19.1%]
EverQuote [16.3%] eHealth [12.5%] Root [12.1%]
Screaming Eagle[10%] Globe Life[9.8%] ProAssurance [9.6%]
UBS [8.7%] IRSA Inversiones[8.6%] AG Mortgage[8.5%]
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[-66%] New York[-64%] Texas Pacific[-64%]
Hywin [-61%] Fathom [-57%] Douglas Elliman[-52%]
FRP [-51%] Fanhua [-50%] AlTi Global[-49%]
OppFi [-47%] Fangdd Network[-44%] Hudson Pacific[-44%]
.
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
Ambac [100] EverQuote [100] TOP [100]
ProAssurance [100] Gladstone Commercial[100] USCB [100]
Siebert [100] Eaton Vance[100] Star [100]
John Hancock[100] AXIS Capital[100] Corebridge [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  41.21950.341.639.6%
IAIBroker-Dealers & Secs 115.55100-0.161.126.47%
IYFFinancials  93.74900.141.379.75%
IYGFinancial Services  65.00950.261.428.81%
KRERegional Banking  49.88100-0.320.46-4.86%
IXGGlobal Financials  86.17950.841.579.66%
VFHFinancials  100.09950.241.418.49%
KBEBank  46.82100-0.150.931.74%
FASFinancial Bull 3X 103.26951.024.4824.94%
FAZFinancial Bear 3X 10.615-0.93-4.24-22.38%
UYGFinancials  64.72950.723.0717.25%
IATRegional Banks  42.49100-0.420.471.55%
KIEInsurance  50.71950.662.4912.14%
PSCFSmallCap Financials  47.851000.481.21-2.7%
EUFNEurope Financials  23.251001.132.6710.93%
PGFFinancial Preferred  14.8162-0.34-0.271.58%
 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 Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 13.00    
Smart Investing & Trading Score: 87
Day Percent Change: 0.23%    
Day Change: 0.03
Week Change: 1.01%    
Year-to-date Change: 5.4%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Income FundETB Eaton Vance Tax-Managed Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.647 Millions
Recent Price: 13.53    
Smart Investing & Trading Score: 87
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 0.89%    
Year-to-date Change: 4.2%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 19.25    
Smart Investing & Trading Score: 87
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.74%    
Year-to-date Change: 6.5%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNC AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 6622.19 Millions
Recent Price: 9.52    
Smart Investing & Trading Score: 87
Day Percent Change: -0.21%    
Day Change: -0.02
Week Change: 1.28%    
Year-to-date Change: -3.0%
AGNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNC to Watchlist:       View:      Get Complete AGNC Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 18.75    
Smart Investing & Trading Score: 87
Day Percent Change: -0.21%    
Day Change: -0.04
Week Change: 0.91%    
Year-to-date Change: 5.6%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP 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: 8.02    
Smart Investing & Trading Score: 87
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.25%    
Year-to-date Change: -1.2%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.42    
Smart Investing & Trading Score: 87
Day Percent Change: -0.11%    
Day Change: 0.00
Week Change: 0.8%    
Year-to-date Change: -10.9%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX 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: 34.77    
Smart Investing & Trading Score: 86
Day Percent Change: -0.26%    
Day Change: -0.09
Week Change: 0.03%    
Year-to-date Change: -6.5%
NBHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBHC to Watchlist:       View:      Get Complete NBHC Trend Analysis ➞

Stock Chart of LexinFintech Holdings Ltd.LX LexinFintech Holdings Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 1674.18 Millions
Recent Price: 1.86    
Smart Investing & Trading Score: 85
Day Percent Change: 0.82%    
Day Change: 0.01
Week Change: 1.92%    
Year-to-date Change: 0.8%
LX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LX to Watchlist:       View:      Get Complete LX Trend Analysis ➞

Stock Chart of 6 Meridian Mega Cap Equity ETFSIXA 6 Meridian Mega Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.58    
Smart Investing & Trading Score: 85
Day Percent Change: 0.53%    
Day Change: 0.22
Week Change: 1.36%    
Year-to-date Change: 10.5%
SIXA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXA to Watchlist:       View:      Get Complete SIXA Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTL New York Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 905 Millions
Recent Price: 19.88    
Smart Investing & Trading Score: 85
Day Percent Change: 0.30%    
Day Change: 0.06
Week Change: 1.17%    
Year-to-date Change: 1.4%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of Victory Capital Holdings, Inc.VCTR Victory Capital Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1148.33 Millions
Recent Price: 52.21    
Smart Investing & Trading Score: 85
Day Percent Change: 0.02%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: 51.6%
VCTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCTR to Watchlist:       View:      Get Complete VCTR Trend Analysis ➞

Stock Chart of F&G Annuities & Life, Inc.FG F&G Annuities & Life, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 2960 Millions
Recent Price: 40.44    
Smart Investing & Trading Score: 85
Day Percent Change: -2.27%    
Day Change: -0.94
Week Change: 0.6%    
Year-to-date Change: -12.3%
FG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FG to Watchlist:       View:      Get Complete FG Trend Analysis ➞

Stock Chart of Ally Financial Inc.ALLY Ally Financial Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 4643.99 Millions
Recent Price: 39.40    
Smart Investing & Trading Score: 85
Day Percent Change: -1.25%    
Day Change: -0.50
Week Change: 0.08%    
Year-to-date Change: 12.8%
ALLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALLY to Watchlist:       View:      Get Complete ALLY Trend Analysis ➞

Stock Chart of OneMain Holdings, Inc.OMF OneMain Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2753.38 Millions
Recent Price: 51.47    
Smart Investing & Trading Score: 85
Day Percent Change: -0.90%    
Day Change: -0.47
Week Change: 0.53%    
Year-to-date Change: 4.6%
OMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OMF to Watchlist:       View:      Get Complete OMF Trend Analysis ➞

Stock Chart of Canadian Imperial Bank of CommerceCM Canadian Imperial Bank of Commerce
Sector: Financials
SubSector: Money Center Banks
MarketCap: 27150.5 Millions
Recent Price: 47.99    
Smart Investing & Trading Score: 85
Day Percent Change: -0.81%    
Day Change: -0.39
Week Change: 0.23%    
Year-to-date Change: -0.3%
CM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CM to Watchlist:       View:      Get Complete CM Trend Analysis ➞

Stock Chart of Esoterica NextG Economy ETFWUGI Esoterica NextG Economy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 61.20    
Smart Investing & Trading Score: 85
Day Percent Change: -0.79%    
Day Change: -0.49
Week Change: 1.07%    
Year-to-date Change: 19.4%
WUGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WUGI to Watchlist:       View:      Get Complete WUGI Trend Analysis ➞

Stock Chart of Bancolombia S.A.CIB Bancolombia S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 5031.99 Millions
Recent Price: 34.03    
Smart Investing & Trading Score: 85
Day Percent Change: -0.70%    
Day Change: -0.24
Week Change: 0.29%    
Year-to-date Change: 10.6%
CIB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIB to Watchlist:       View:      Get Complete CIB Trend Analysis ➞

Stock Chart of Blackstone Secured Lending FundBXSL Blackstone Secured Lending Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 4450 Millions
Recent Price: 32.27    
Smart Investing & Trading Score: 85
Day Percent Change: -0.68%    
Day Change: -0.22
Week Change: 0.12%    
Year-to-date Change: 16.9%
BXSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXSL to Watchlist:       View:      Get Complete BXSL Trend Analysis ➞

Stock Chart of Crescent Capital BDC, Inc.CCAP Crescent Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 41157 Millions
Recent Price: 17.54    
Smart Investing & Trading Score: 85
Day Percent Change: -0.11%    
Day Change: -0.02
Week Change: 0.29%    
Year-to-date Change: 0.9%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP Trend Analysis ➞

Stock Chart of Vinci Partners Investments Ltd.VINP Vinci Partners Investments Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 537 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 83
Day Percent Change: 1.50%    
Day Change: 0.16
Week Change: 1.22%    
Year-to-date Change: -1.6%
VINP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VINP to Watchlist:       View:      Get Complete VINP Trend Analysis ➞

Stock Chart of ETRACS Alerian Midstream Energy Total Return Index ETNAMTR ETRACS Alerian Midstream Energy Total Return Index ETN
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 58.48    
Smart Investing & Trading Score: 83
Day Percent Change: 1.06%    
Day Change: 0.61
Week Change: 1.59%    
Year-to-date Change: 10.2%
AMTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTR to Watchlist:       View:      Get Complete AMTR Trend Analysis ➞

Stock Chart of HarborOne Bancorp, Inc.HONE HarborOne Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 456.03 Millions
Recent Price: 10.58    
Smart Investing & Trading Score: 83
Day Percent Change: 0.57%    
Day Change: 0.06
Week Change: -0.19%    
Year-to-date Change: -11.7%
HONE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HONE to Watchlist:       View:      Get Complete HONE Trend Analysis ➞

Stock Chart of Trinity Capital Inc.TRIN Trinity Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 491 Millions
Recent Price: 14.83    
Smart Investing & Trading Score: 83
Day Percent Change: 0.07%    
Day Change: 0.01
Week Change: 1.16%    
Year-to-date Change: 2.3%
TRIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRIN to Watchlist:       View:      Get Complete TRIN Trend Analysis ➞

Stock Chart of Cohen & Steers Infrastructure Fund, IncUTF Cohen & Steers Infrastructure Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1195.37 Millions
Recent Price: 23.30    
Smart Investing & Trading Score: 83
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.82%    
Year-to-date Change: 9.7%
UTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTF to Watchlist:       View:      Get Complete UTF Trend Analysis ➞

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