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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 19, 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 56 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
12Stocks.com
Financial Sector Trend
56 / 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%
NWLINational Western Life Insurance487.21310.08%0.87%
JWSMJaws Mustang SPAC10.95310.00%-0.73%
LANDMGladstone Land REIT - Specialty23.9731-0.60%1.30%
VVisa  Credit Services271.3731-0.48%4.23%
AELAmerican Equity Life Insurance55.1431-0.20%-1.18%
ETGEaton Vance Closed-End Fund - Equity17.2231-0.17%0.70%
TDSCCabana Target Exchange Traded Fund23.1731-0.13%-0.60%
PMARInnovator S&P Exchange Traded Fund36.0231-0.06%1.09%
MYNBlackRock MuniYield Closed-End Fund - Debt10.1631-0.02%-1.65%
BCBPBCB Bancorp Regional Banks9.52302.26%-25.91%
PFSProvident  S&L13.75300.95%-23.74%
FLICFirst of Long Island Regional Banks10.17300.59%-23.19%
UCBIUnited Community Regional Banks24.70300.53%-15.58%
SARSaratoga   Investments22.73300.26%-12.10%
CIVBCivista Bancshares Regional Banks14.31300.14%-22.40%
MSBMesabi Trust  Investments17.0730-0.99%-16.61%
HPSJohn Hancock Closed-End Fund - Debt14.7430-0.67%4.24%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt13.9730-0.43%0.50%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.0130-0.33%1.46%
NACNuveen California Closed-End Fund - Debt10.7630-0.19%-2.98%
PFDFlaherty & Crumrine Preferred ome Fund Closed-End Fund - Debt9.9430-0.10%0.61%
APAMArtisan Partners Asset Mgmt42.1630-0.07%-4.57%
TCBXThird Coast Banks - Regional18.48301.59%-7.65%
TOWNTowneBank  Regional Banks26.17301.32%-12.06%
HBANMHuntington Bancshares Banks - Regional21.54301.22%-1.42%
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 5.93% and is currently outperforming the overall market by 1.74% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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
Macatawa Bank[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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
Medical Properties[100] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 487.21    
Smart Investing & Trading Score: 31
Day Percent Change: 0.08%    
Day Change: 0.41
Week Change: -0.78%    
Year-to-date Change: 0.9%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Jaws Mustang Acquisition CorporationJWSM Jaws Mustang Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 10.95    
Smart Investing & Trading Score: 31
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -0.7%
JWSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JWSM to Watchlist:       View:      Get Complete JWSM Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDM Gladstone Land Corporation
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 581 Millions
Recent Price: 23.97    
Smart Investing & Trading Score: 31
Day Percent Change: -0.60%    
Day Change: -0.14
Week Change: -0.84%    
Year-to-date Change: 1.3%
LANDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDM to Watchlist:       View:      Get Complete LANDM Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 271.37    
Smart Investing & Trading Score: 31
Day Percent Change: -0.48%    
Day Change: -1.32
Week Change: -1.66%    
Year-to-date Change: 4.2%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of American Equity Investment Life Holding CompanyAEL American Equity Investment Life Holding Company
Sector: Financials
SubSector: Life Insurance
MarketCap: 1304.46 Millions
Recent Price: 55.14    
Smart Investing & Trading Score: 31
Day Percent Change: -0.20%    
Day Change: -0.11
Week Change: 0.07%    
Year-to-date Change: -1.2%
AEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AEL to Watchlist:       View:      Get Complete AEL Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 759.147 Millions
Recent Price: 17.22    
Smart Investing & Trading Score: 31
Day Percent Change: -0.17%    
Day Change: -0.03
Week Change: -2.05%    
Year-to-date Change: 0.7%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 10 ETFTDSC Cabana Target Drawdown 10 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.17    
Smart Investing & Trading Score: 31
Day Percent Change: -0.13%    
Day Change: -0.03
Week Change: -1.53%    
Year-to-date Change: -0.6%
TDSC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSC to Watchlist:       View:      Get Complete TDSC 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: 36.02    
Smart Investing & Trading Score: 31
Day Percent Change: -0.06%    
Day Change: -0.02
Week Change: -0.96%    
Year-to-date Change: 1.1%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR 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: 10.16    
Smart Investing & Trading Score: 31
Day Percent Change: -0.02%    
Day Change: 0.00
Week Change: -0.59%    
Year-to-date Change: -1.7%
MYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MYN to Watchlist:       View:      Get Complete MYN Trend Analysis ➞

Stock Chart of BCB Bancorp, Inc.BCBP BCB Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 196.799 Millions
Recent Price: 9.52    
Smart Investing & Trading Score: 30
Day Percent Change: 2.26%    
Day Change: 0.21
Week Change: -2.66%    
Year-to-date Change: -25.9%
BCBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCBP to Watchlist:       View:      Get Complete BCBP Trend Analysis ➞

Stock Chart of Provident Financial Services, Inc.PFS Provident Financial Services, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 829.73 Millions
Recent Price: 13.75    
Smart Investing & Trading Score: 30
Day Percent Change: 0.95%    
Day Change: 0.13
Week Change: -2.2%    
Year-to-date Change: -23.7%
PFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFS to Watchlist:       View:      Get Complete PFS Trend Analysis ➞

Stock Chart of The First of Long Island CorporationFLIC The First of Long Island Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 352.899 Millions
Recent Price: 10.17    
Smart Investing & Trading Score: 30
Day Percent Change: 0.59%    
Day Change: 0.06
Week Change: 0.1%    
Year-to-date Change: -23.2%
FLIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLIC to Watchlist:       View:      Get Complete FLIC Trend Analysis ➞

Stock Chart of United Community Banks, Inc.UCBI United Community Banks, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1593.99 Millions
Recent Price: 24.70    
Smart Investing & Trading Score: 30
Day Percent Change: 0.53%    
Day Change: 0.13
Week Change: -0.32%    
Year-to-date Change: -15.6%
UCBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UCBI to Watchlist:       View:      Get Complete UCBI Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 22.73    
Smart Investing & Trading Score: 30
Day Percent Change: 0.26%    
Day Change: 0.06
Week Change: -1.52%    
Year-to-date Change: -12.1%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Civista Bancshares, Inc.CIVB Civista Bancshares, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 255.929 Millions
Recent Price: 14.31    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.02
Week Change: -0.21%    
Year-to-date Change: -22.4%
CIVB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIVB to Watchlist:       View:      Get Complete CIVB Trend Analysis ➞

Stock Chart of Mesabi TrustMSB Mesabi Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 184.57 Millions
Recent Price: 17.07    
Smart Investing & Trading Score: 30
Day Percent Change: -0.99%    
Day Change: -0.17
Week Change: -0.87%    
Year-to-date Change: -16.6%
MSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSB to Watchlist:       View:      Get Complete MSB Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIIHPS John Hancock Preferred Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 348.107 Millions
Recent Price: 14.74    
Smart Investing & Trading Score: 30
Day Percent Change: -0.67%    
Day Change: -0.10
Week Change: -1.14%    
Year-to-date Change: 4.2%
HPS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPS to Watchlist:       View:      Get Complete HPS Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 13.97    
Smart Investing & Trading Score: 30
Day Percent Change: -0.43%    
Day Change: -0.06
Week Change: -0.99%    
Year-to-date Change: 0.5%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC 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: 18.01    
Smart Investing & Trading Score: 30
Day Percent Change: -0.33%    
Day Change: -0.06
Week Change: -1.48%    
Year-to-date Change: 1.5%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.76    
Smart Investing & Trading Score: 30
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: 0.47%    
Year-to-date Change: -3.0%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Fund Inc.PFD Flaherty & Crumrine Preferred Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 111.707 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 30
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: -1.58%    
Year-to-date Change: 0.6%
PFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFD to Watchlist:       View:      Get Complete PFD Trend Analysis ➞

Stock Chart of Artisan Partners Asset Management Inc.APAM Artisan Partners Asset Management Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1688.33 Millions
Recent Price: 42.16    
Smart Investing & Trading Score: 30
Day Percent Change: -0.07%    
Day Change: -0.03
Week Change: -3.08%    
Year-to-date Change: -4.6%
APAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APAM to Watchlist:       View:      Get Complete APAM Trend Analysis ➞

Stock Chart of Third Coast Bancshares, Inc.TCBX Third Coast Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 212 Millions
Recent Price: 18.48    
Smart Investing & Trading Score: 30
Day Percent Change: 1.59%    
Day Change: 0.29
Week Change: -0.11%    
Year-to-date Change: -7.7%
TCBX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TCBX to Watchlist:       View:      Get Complete TCBX Trend Analysis ➞

Stock Chart of TowneBankTOWN TowneBank
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 1344.09 Millions
Recent Price: 26.17    
Smart Investing & Trading Score: 30
Day Percent Change: 1.32%    
Day Change: 0.34
Week Change: -0.87%    
Year-to-date Change: -12.1%
TOWN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TOWN to Watchlist:       View:      Get Complete TOWN Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANM Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 21.54    
Smart Investing & Trading Score: 30
Day Percent Change: 1.22%    
Day Change: 0.26
Week Change: -2.93%    
Year-to-date Change: -1.4%
HBANM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANM to Watchlist:       View:      Get Complete HBANM Trend Analysis ➞

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