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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 %
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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%
TSLXTPG Specialty Mortgage21.68572.60%0.37%
EBTCEnterprise Bancorp S&L24.90571.12%-22.81%
WEAWestern Asset Closed-End Fund - Debt10.70570.85%-0.93%
AHHArmada Hoffler REIT - 10.57570.67%-14.55%
GAINGladstone   Investments14.19570.42%0.28%
VBFInvesco Bond Closed-End Fund - Debt15.20570.20%-0.07%
PCKPIMCO California Closed-End Fund - Debt5.70570.00%-1.72%
CBANColony Bankcorp Regional Banks10.8057-0.46%-18.80%
EPREPR Properties REIT - Retail40.9957-0.32%-15.40%
JFRNuveen Floating Closed-End Fund - Debt8.59560.23%4.50%
NYMTLNew York REIT - Mortgage19.66560.00%0.31%
CMCTCIM Commercial REIT - Industrial3.3556-5.90%-9.22%
HELXFranklin Genomic Exchange Traded Fund29.9556-1.67%-1.90%
NUNu  Banks - 11.05561.66%32.49%
UFEBInnovator S&P Exchange Traded Fund30.53561.03%3.70%
JQCNuveen Credit Closed-End Fund - Debt5.48560.74%4.98%
ARDCAres Dynamic Asset Mgmt13.86560.54%0.80%
BLXBanco Latinoamericano Foreign Banks29.58560.41%19.56%
JPINuveen Preferred Closed-End Fund - Debt18.83560.05%3.01%
BRK.ABERKSHIRE HTH-A Insurance606920.0056-0.76%11.70%
AIGAmerican  Insurance74.5356-0.13%10.01%
NAPRInnovator Nasdaq Exchange Traded Fund44.94551.60%1.09%
THWTekla World Closed-End Fund - Equity12.67550.96%8.57%
HEQJohn Hancock Closed-End Fund - Equity9.94550.71%-1.09%
MFCManulife  Life Insurance23.47550.43%6.20%
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 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 ➞

Stock Chart of Western Asset Premier Bond FundWEA Western Asset Premier Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 113.207 Millions
Recent Price: 10.70    
Smart Investing & Trading Score: 57
Day Percent Change: 0.85%    
Day Change: 0.09
Week Change: 1.13%    
Year-to-date Change: -0.9%
WEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WEA to Watchlist:       View:      Get Complete WEA Trend Analysis ➞

Stock Chart of Armada Hoffler Properties, Inc.AHH Armada Hoffler Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 550.653 Millions
Recent Price: 10.57    
Smart Investing & Trading Score: 57
Day Percent Change: 0.67%    
Day Change: 0.07
Week Change: 0.67%    
Year-to-date Change: -14.6%
AHH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHH to Watchlist:       View:      Get Complete AHH Trend Analysis ➞

Stock Chart of Gladstone Investment CorporationGAIN Gladstone Investment Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 255.17 Millions
Recent Price: 14.19    
Smart Investing & Trading Score: 57
Day Percent Change: 0.42%    
Day Change: 0.06
Week Change: 1.07%    
Year-to-date Change: 0.3%
GAIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAIN to Watchlist:       View:      Get Complete GAIN Trend Analysis ➞

Stock Chart of Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.20    
Smart Investing & Trading Score: 57
Day Percent Change: 0.20%    
Day Change: 0.03
Week Change: -0.85%    
Year-to-date Change: -0.1%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIPCK PIMCO California Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.307 Millions
Recent Price: 5.70    
Smart Investing & Trading Score: 57
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.35%    
Year-to-date Change: -1.7%
PCK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCK to Watchlist:       View:      Get Complete PCK Trend Analysis ➞

Stock Chart of Colony Bankcorp, Inc.CBAN Colony Bankcorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 115.559 Millions
Recent Price: 10.80    
Smart Investing & Trading Score: 57
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: 1.6%    
Year-to-date Change: -18.8%
CBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBAN to Watchlist:       View:      Get Complete CBAN Trend Analysis ➞

Stock Chart of EPR PropertiesEPR EPR Properties
Sector: Financials
SubSector: REIT - Retail
MarketCap: 2217.64 Millions
Recent Price: 40.99    
Smart Investing & Trading Score: 57
Day Percent Change: -0.32%    
Day Change: -0.13
Week Change: 1.44%    
Year-to-date Change: -15.4%
EPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPR to Watchlist:       View:      Get Complete EPR Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 345.007 Millions
Recent Price: 8.59    
Smart Investing & Trading Score: 56
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 0.12%    
Year-to-date Change: 4.5%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR 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: 19.66    
Smart Investing & Trading Score: 56
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.15%    
Year-to-date Change: 0.3%
NYMTL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTL to Watchlist:       View:      Get Complete NYMTL Trend Analysis ➞

Stock Chart of CIM Commercial Trust CorporationCMCT CIM Commercial Trust Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 167.049 Millions
Recent Price: 3.35    
Smart Investing & Trading Score: 56
Day Percent Change: -5.90%    
Day Change: -0.21
Week Change: -1.18%    
Year-to-date Change: -9.2%
CMCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMCT to Watchlist:       View:      Get Complete CMCT Trend Analysis ➞

Stock Chart of Franklin Genomic Advancements ETFHELX Franklin Genomic Advancements ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.95    
Smart Investing & Trading Score: 56
Day Percent Change: -1.67%    
Day Change: -0.51
Week Change: 1.65%    
Year-to-date Change: -1.9%
HELX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HELX to Watchlist:       View:      Get Complete HELX Trend Analysis ➞

Stock Chart of Nu Holdings Ltd.NU Nu Holdings Ltd.
Sector: Financials
SubSector: Banks - Diversified
MarketCap: 37240 Millions
Recent Price: 11.05    
Smart Investing & Trading Score: 56
Day Percent Change: 1.66%    
Day Change: 0.18
Week Change: 5.44%    
Year-to-date Change: 32.5%
NU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NU to Watchlist:       View:      Get Complete NU Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   FebruaryUFEB Innovator S&P 500 Ultra Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.53    
Smart Investing & Trading Score: 56
Day Percent Change: 1.03%    
Day Change: 0.31
Week Change: 1.13%    
Year-to-date Change: 3.7%
UFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFEB to Watchlist:       View:      Get Complete UFEB Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.48    
Smart Investing & Trading Score: 56
Day Percent Change: 0.74%    
Day Change: 0.04
Week Change: 1.29%    
Year-to-date Change: 5.0%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 13.86    
Smart Investing & Trading Score: 56
Day Percent Change: 0.54%    
Day Change: 0.07
Week Change: -0.07%    
Year-to-date Change: 0.8%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of Banco Latinoamericano de Comercio Exterior, S.ABLX Banco Latinoamericano de Comercio Exterior, S.A
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 390.471 Millions
Recent Price: 29.58    
Smart Investing & Trading Score: 56
Day Percent Change: 0.41%    
Day Change: 0.12
Week Change: -0.03%    
Year-to-date Change: 19.6%
BLX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLX to Watchlist:       View:      Get Complete BLX Trend Analysis ➞

Stock Chart of Nuveen Preferred and Income Term FundJPI Nuveen Preferred and Income Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.207 Millions
Recent Price: 18.83    
Smart Investing & Trading Score: 56
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0.37%    
Year-to-date Change: 3.0%
JPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPI to Watchlist:       View:      Get Complete JPI Trend Analysis ➞

Stock Chart of BERKSHIRE HTH-ABRK.A BERKSHIRE HTH-A
Sector: Financials
SubSector: Insurance
MarketCap: 135003 Millions
Recent Price: 606920.00    
Smart Investing & Trading Score: 56
Day Percent Change: -0.76%    
Day Change: -4640.00
Week Change: -0.71%    
Year-to-date Change: 11.7%
BRK.A Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.A to Watchlist:       View:      Get Complete BRK.A Trend Analysis ➞

Stock Chart of American International Group, Inc.AIG American International Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 21219 Millions
Recent Price: 74.53    
Smart Investing & Trading Score: 56
Day Percent Change: -0.13%    
Day Change: -0.10
Week Change: 0.4%    
Year-to-date Change: 10.0%
AIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIG to Watchlist:       View:      Get Complete AIG Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   AprilNAPR Innovator Nasdaq 100 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 44.94    
Smart Investing & Trading Score: 55
Day Percent Change: 1.60%    
Day Change: 0.71
Week Change: 2.59%    
Year-to-date Change: 1.1%
NAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAPR to Watchlist:       View:      Get Complete NAPR Trend Analysis ➞

Stock Chart of Tekla World Healthcare FundTHW Tekla World Healthcare Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 288.247 Millions
Recent Price: 12.67    
Smart Investing & Trading Score: 55
Day Percent Change: 0.96%    
Day Change: 0.12
Week Change: 0.16%    
Year-to-date Change: 8.6%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of John Hancock Hedged Equity & Income FundHEQ John Hancock Hedged Equity & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 106.847 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 55
Day Percent Change: 0.71%    
Day Change: 0.07
Week Change: 2.9%    
Year-to-date Change: -1.1%
HEQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HEQ to Watchlist:       View:      Get Complete HEQ Trend Analysis ➞

Stock Chart of Manulife Financial CorporationMFC Manulife Financial Corporation
Sector: Financials
SubSector: Life Insurance
MarketCap: 22188.7 Millions
Recent Price: 23.47    
Smart Investing & Trading Score: 55
Day Percent Change: 0.43%    
Day Change: 0.10
Week Change: 1.73%    
Year-to-date Change: 6.2%
MFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFC to Watchlist:       View:      Get Complete MFC Trend Analysis ➞

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