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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 27, 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 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: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
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 PriceTrend ScoreChange %YTD Change%
USXFiShares ESG Exchange Traded Fund43.15581.36%8.39%
DFEBFT Cboe Exchange Traded Fund38.61581.31%2.96%
FFEBFT Cboe Exchange Traded Fund44.62581.27%4.57%
BFEBInnovator S&P Exchange Traded Fund38.83581.25%6.01%
PMARInnovator S&P Exchange Traded Fund36.41581.23%2.19%
SPXXNuveen S&P Closed-End Fund - Equity15.26581.09%1.46%
KKRKKR  Asset Mgmt95.54580.71%15.32%
IJANInnovator MSCI Exchange Traded Fund30.88580.65%1.45%
VIRSPacer BioThreat Exchange Traded Fund34.28580.53%5.87%
BYNObyNordic Acquisition SPAC11.14580.09%1.74%
CDAQCompass Digital SPAC10.76580.00%1.03%
MCYMercury General Insurance51.6658-4.86%38.46%
AGNCLAGNC  REIT - Mortgage23.0858-0.26%5.05%
SBXCSilverBox Corp SPAC10.5558-0.19%2.03%
WFCWells Fargo Banks59.9158-0.03%21.72%
SBRASabra Health REIT13.94582.12%-2.31%
OXLCOOxford Lane Asset Mgmt22.19580.76%0.67%
HUIZHuize Holding Insurance0.615718.27%-31.67%
HPIJohn Hancock Closed-End Fund - Debt16.25571.44%2.98%
OVLYOak Valley Regional Banks24.34571.12%-18.73%
GHYPGIM Global Closed-End Fund - Debt11.48570.88%1.06%
CHYCalamos Convertible Closed-End Fund - Debt11.34570.09%-1.13%
UBFOUnited Security Regional Banks7.2957-1.49%-13.32%
TSLXTPG Specialty Mortgage21.68572.60%0.37%
EBTCEnterprise Bancorp S&L24.90571.12%-22.81%
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 8.56% and is currently outperforming the overall market by 2.42% 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: 63
YTD Performance: 8.56%
**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 [510%] Hippo [142%] Gladstone Capital[100%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[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[84.2%] Oportun [35.8%] Root [23.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
TOP [14%] Provident Bancorp[14%] Globe Life[13.5%]
Trustmark [12.4%] Coinbase Global[12.1%] Shinhan [12%]
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[-71%] Texas Pacific[-62%]
Douglas Elliman[-59%] Hywin [-58%] Fathom [-56%]
FRP [-52%] Fanhua [-49%] OppFi [-48%]
eHealth [-48%] AlTi Global[-48%] RE/MAX [-47%]
.
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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Uniti [100] American Homes[100]
Goldman Sachs[100] Solar Capital[100] Templeton Dragon[100]
Mid-America Apartment[100] TCG BDC[100] Camden 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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1768-0.350.957.91%
IYGFinancial Services  64.61830.081.888.16%
KRERegional Banking  48.1974-0.581.84-8.09%
IXGGlobal Financials  84.1960-0.301.617.14%
VFHFinancials  98.9375-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7293-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.36650.151.96-5.73%
EUFNEurope Financials  22.46750.542.327.16%
PGFFinancial Preferred  14.57440.000.28-0.07%
 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 iShares ESG Advanced MSCI USA ETFUSXF iShares ESG Advanced MSCI USA ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.15    
Smart Investing & Trading Score: 58
Day Percent Change: 1.36%    
Day Change: 0.58
Week Change: 2.71%    
Year-to-date Change: 8.4%
USXF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USXF to Watchlist:       View:      Get Complete USXF Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   FebruaryDFEB FT Cboe Vest US Eq Deep Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.61    
Smart Investing & Trading Score: 58
Day Percent Change: 1.31%    
Day Change: 0.50
Week Change: 1.61%    
Year-to-date Change: 3.0%
DFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFEB to Watchlist:       View:      Get Complete DFEB Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   FebruaryFFEB FT Cboe Vest US Eq Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.62    
Smart Investing & Trading Score: 58
Day Percent Change: 1.27%    
Day Change: 0.56
Week Change: 1.89%    
Year-to-date Change: 4.6%
FFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFEB to Watchlist:       View:      Get Complete FFEB Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.83    
Smart Investing & Trading Score: 58
Day Percent Change: 1.25%    
Day Change: 0.48
Week Change: 1.84%    
Year-to-date Change: 6.0%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.41    
Smart Investing & Trading Score: 58
Day Percent Change: 1.23%    
Day Change: 0.44
Week Change: 1.76%    
Year-to-date Change: 2.2%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR 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: 15.26    
Smart Investing & Trading Score: 58
Day Percent Change: 1.09%    
Day Change: 0.16
Week Change: 2.35%    
Year-to-date Change: 1.5%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of KKR & Co. Inc.KKR KKR & Co. Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 17722.5 Millions
Recent Price: 95.54    
Smart Investing & Trading Score: 58
Day Percent Change: 0.71%    
Day Change: 0.67
Week Change: 3.15%    
Year-to-date Change: 15.3%
KKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KKR to Watchlist:       View:      Get Complete KKR Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.88    
Smart Investing & Trading Score: 58
Day Percent Change: 0.65%    
Day Change: 0.20
Week Change: 1.16%    
Year-to-date Change: 1.5%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of Pacer BioThreat Strategy ETFVIRS Pacer BioThreat Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.28    
Smart Investing & Trading Score: 58
Day Percent Change: 0.53%    
Day Change: 0.18
Week Change: 1.05%    
Year-to-date Change: 5.9%
VIRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRS to Watchlist:       View:      Get Complete VIRS Trend Analysis ➞

Stock Chart of byNordic Acquisition CorporationBYNO byNordic Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 58
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.13%    
Year-to-date Change: 1.7%
BYNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYNO to Watchlist:       View:      Get Complete BYNO Trend Analysis ➞

Stock Chart of Compass Digital Acquisition Corp.CDAQ Compass Digital Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 275 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 58
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: 1.0%
CDAQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CDAQ to Watchlist:       View:      Get Complete CDAQ Trend Analysis ➞

Stock Chart of Mercury General CorporationMCY Mercury General Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2122.12 Millions
Recent Price: 51.66    
Smart Investing & Trading Score: 58
Day Percent Change: -4.86%    
Day Change: -2.64
Week Change: -3.67%    
Year-to-date Change: 38.5%
MCY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCY to Watchlist:       View:      Get Complete MCY Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCL AGNC Investment Corp.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 6030 Millions
Recent Price: 23.08    
Smart Investing & Trading Score: 58
Day Percent Change: -0.26%    
Day Change: -0.06
Week Change: 1.23%    
Year-to-date Change: 5.1%
AGNCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCL to Watchlist:       View:      Get Complete AGNCL Trend Analysis ➞

Stock Chart of SilverBox Corp IIISBXC SilverBox Corp III
Sector: Financials
SubSector: SPAC
MarketCap: 174 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 58
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: 0.19%    
Year-to-date Change: 2.0%
SBXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBXC to Watchlist:       View:      Get Complete SBXC Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 59.91    
Smart Investing & Trading Score: 58
Day Percent Change: -0.03%    
Day Change: -0.02
Week Change: -0.73%    
Year-to-date Change: 21.7%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of Sabra Health Care REIT, Inc.SBRA Sabra Health Care REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2576.54 Millions
Recent Price: 13.94    
Smart Investing & Trading Score: 58
Day Percent Change: 2.12%    
Day Change: 0.29
Week Change: 2.05%    
Year-to-date Change: -2.3%
SBRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBRA to Watchlist:       View:      Get Complete SBRA Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.19    
Smart Investing & Trading Score: 58
Day Percent Change: 0.76%    
Day Change: 0.17
Week Change: -0.06%    
Year-to-date Change: 0.7%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of Huize Holding LimitedHUIZ Huize Holding Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 37157 Millions
Recent Price: 0.61    
Smart Investing & Trading Score: 57
Day Percent Change: 18.27%    
Day Change: 0.09
Week Change: -0.32%    
Year-to-date Change: -31.7%
HUIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HUIZ to Watchlist:       View:      Get Complete HUIZ Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.25    
Smart Investing & Trading Score: 57
Day Percent Change: 1.44%    
Day Change: 0.23
Week Change: 3.64%    
Year-to-date Change: 3.0%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of Oak Valley BancorpOVLY Oak Valley Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 148.429 Millions
Recent Price: 24.34    
Smart Investing & Trading Score: 57
Day Percent Change: 1.12%    
Day Change: 0.27
Week Change: 0.16%    
Year-to-date Change: -18.7%
OVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVLY to Watchlist:       View:      Get Complete OVLY Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.48    
Smart Investing & Trading Score: 57
Day Percent Change: 0.88%    
Day Change: 0.10
Week Change: 1.95%    
Year-to-date Change: 1.1%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.34    
Smart Investing & Trading Score: 57
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 1.98%    
Year-to-date Change: -1.1%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.29    
Smart Investing & Trading Score: 57
Day Percent Change: -1.49%    
Day Change: -0.11
Week Change: -0.82%    
Year-to-date Change: -13.3%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of TPG Specialty Lending, Inc.TSLX TPG Specialty Lending, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 902.039 Millions
Recent Price: 21.68    
Smart Investing & Trading Score: 57
Day Percent Change: 2.60%    
Day Change: 0.55
Week Change: 3.68%    
Year-to-date Change: 0.4%
TSLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TSLX to Watchlist:       View:      Get Complete TSLX Trend Analysis ➞

Stock Chart of Enterprise Bancorp, Inc.EBTC Enterprise Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 304.53 Millions
Recent Price: 24.90    
Smart Investing & Trading Score: 57
Day Percent Change: 1.12%    
Day Change: 0.27
Week Change: 3.88%    
Year-to-date Change: -22.8%
EBTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBTC to Watchlist:       View:      Get Complete EBTC Trend Analysis ➞

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