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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%
NJULInnovator Nasdaq Exchange Traded Fund56.7226-0.26%3.01%
MTALMetals Acquisition SPAC12.9026-1.68%16.85%
LDIloanDepot  Mortgage Finance2.38253.48%-34.62%
BHFBrighthouse  Life Insurance47.58251.36%-10.09%
PHKPIMCO High Closed-End Fund - Debt4.74250.53%-5.01%
PTYPIMCO Corporate Closed-End Fund - Debt13.70250.29%3.47%
BFZBlackRock California Closed-End Fund - Debt11.58250.25%-3.74%
CHYCalamos Convertible Closed-End Fund - Debt11.04250.18%-3.75%
MLPMaui Land Real Estatet19.27250.16%21.27%
DHFBNY  Closed-End Fund - Debt2.30250.00%0.44%
OPFIOppFi  Credit Services2.8825-1.37%-43.64%
AVALGrupo Aval Foreign Banks2.3525-1.26%-3.29%
PMXPIMCO Municipal Closed-End Fund - Debt7.2925-1.15%-1.42%
CNFCNFinance  Credit Services1.8525-1.07%-16.67%
NCVAllianzGI Convertible Closed-End Fund - Debt3.0525-0.65%-9.50%
HPIJohn Hancock Closed-End Fund - Debt15.7125-0.51%-0.44%
ESGROEnstar  Insurance23.8325-0.46%-4.68%
FSDFirst Trust Closed-End Fund - Debt11.4125-0.44%-5.62%
AGNCNAGNC  Mortgage25.1125-0.32%1.13%
RMIRiverNorth Opportunistic Closed-End Fund - Debt15.4225-0.32%1.25%
PZCPIMCO California Closed-End Fund - Debt7.0325-0.28%-4.61%
NXPNuveen Select Closed-End Fund - Debt14.0225-0.14%-5.14%
HYTBlackRock Corporate Closed-End Fund - Debt9.4325-0.11%0.00%
LMNDLemonade  Insurance Property & Casualty15.7325-0.06%-2.48%
BBUCBrookfield Business Asset Mgmt20.97252.69%-9.57%
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 Innovator Nasdaq 100 Power Buffer ETF   JulyNJUL Innovator Nasdaq 100 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 56.72    
Smart Investing & Trading Score: 26
Day Percent Change: -0.26%    
Day Change: -0.15
Week Change: -1.31%    
Year-to-date Change: 3.0%
NJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJUL to Watchlist:       View:      Get Complete NJUL Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 12.90    
Smart Investing & Trading Score: 26
Day Percent Change: -1.68%    
Day Change: -0.22
Week Change: -4.52%    
Year-to-date Change: 16.9%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of loanDepot, Inc.LDI loanDepot, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 671 Millions
Recent Price: 2.38    
Smart Investing & Trading Score: 25
Day Percent Change: 3.48%    
Day Change: 0.08
Week Change: -2.06%    
Year-to-date Change: -34.6%
LDI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDI to Watchlist:       View:      Get Complete LDI Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHF Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2045.06 Millions
Recent Price: 47.58    
Smart Investing & Trading Score: 25
Day Percent Change: 1.36%    
Day Change: 0.64
Week Change: -0.79%    
Year-to-date Change: -10.1%
BHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHF to Watchlist:       View:      Get Complete BHF Trend Analysis ➞

Stock Chart of PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.74    
Smart Investing & Trading Score: 25
Day Percent Change: 0.53%    
Day Change: 0.03
Week Change: -0.42%    
Year-to-date Change: -5.0%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 13.70    
Smart Investing & Trading Score: 25
Day Percent Change: 0.29%    
Day Change: 0.04
Week Change: -1.93%    
Year-to-date Change: 3.5%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of BlackRock California Municipal Income TrustBFZ BlackRock California Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.58    
Smart Investing & Trading Score: 25
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: 0.17%    
Year-to-date Change: -3.7%
BFZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFZ to Watchlist:       View:      Get Complete BFZ 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: 11.04    
Smart Investing & Trading Score: 25
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: -0.54%    
Year-to-date Change: -3.8%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Maui Land & Pineapple Company, Inc.MLP Maui Land & Pineapple Company, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 186.619 Millions
Recent Price: 19.27    
Smart Investing & Trading Score: 25
Day Percent Change: 0.16%    
Day Change: 0.03
Week Change: -1.78%    
Year-to-date Change: 21.3%
MLP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MLP to Watchlist:       View:      Get Complete MLP Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.30    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.44%    
Year-to-date Change: 0.4%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF Trend Analysis ➞

Stock Chart of OppFi Inc.OPFI OppFi Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 226 Millions
Recent Price: 2.88    
Smart Investing & Trading Score: 25
Day Percent Change: -1.37%    
Day Change: -0.04
Week Change: -10%    
Year-to-date Change: -43.6%
OPFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPFI to Watchlist:       View:      Get Complete OPFI Trend Analysis ➞

Stock Chart of Grupo Aval Acciones y Valores S.A.AVAL Grupo Aval Acciones y Valores S.A.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 1259.79 Millions
Recent Price: 2.35    
Smart Investing & Trading Score: 25
Day Percent Change: -1.26%    
Day Change: -0.03
Week Change: -4.86%    
Year-to-date Change: -3.3%
AVAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVAL to Watchlist:       View:      Get Complete AVAL Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.29    
Smart Investing & Trading Score: 25
Day Percent Change: -1.15%    
Day Change: -0.08
Week Change: -0.34%    
Year-to-date Change: -1.4%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of CNFinance Holdings LimitedCNF CNFinance Holdings Limited
Sector: Financials
SubSector: Credit Services
MarketCap: 277.408 Millions
Recent Price: 1.85    
Smart Investing & Trading Score: 25
Day Percent Change: -1.07%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: -16.7%
CNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNF to Watchlist:       View:      Get Complete CNF Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income FundNCV AllianzGI Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 303.307 Millions
Recent Price: 3.05    
Smart Investing & Trading Score: 25
Day Percent Change: -0.65%    
Day Change: -0.02
Week Change: -2.24%    
Year-to-date Change: -9.5%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV 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: 15.71    
Smart Investing & Trading Score: 25
Day Percent Change: -0.51%    
Day Change: -0.08
Week Change: -0.95%    
Year-to-date Change: -0.4%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 23.83    
Smart Investing & Trading Score: 25
Day Percent Change: -0.46%    
Day Change: -0.11
Week Change: 0.17%    
Year-to-date Change: -4.7%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of First Trust High Income Long/Short FundFSD First Trust High Income Long/Short Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 362.607 Millions
Recent Price: 11.41    
Smart Investing & Trading Score: 25
Day Percent Change: -0.44%    
Day Change: -0.05
Week Change: -1.3%    
Year-to-date Change: -5.6%
FSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSD to Watchlist:       View:      Get Complete FSD Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.11    
Smart Investing & Trading Score: 25
Day Percent Change: -0.32%    
Day Change: -0.08
Week Change: -1.15%    
Year-to-date Change: 1.1%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of RiverNorth Opportunistic Municipal Income Fund, Inc.RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 108.907 Millions
Recent Price: 15.42    
Smart Investing & Trading Score: 25
Day Percent Change: -0.32%    
Day Change: -0.05
Week Change: -1.03%    
Year-to-date Change: 1.3%
RMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMI to Watchlist:       View:      Get Complete RMI Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.03    
Smart Investing & Trading Score: 25
Day Percent Change: -0.28%    
Day Change: -0.02
Week Change: -0.14%    
Year-to-date Change: -4.6%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Nuveen Select Tax-Free Income PortfolioNXP Nuveen Select Tax-Free Income Portfolio
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 231.907 Millions
Recent Price: 14.02    
Smart Investing & Trading Score: 25
Day Percent Change: -0.14%    
Day Change: -0.02
Week Change: 0.36%    
Year-to-date Change: -5.1%
NXP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXP to Watchlist:       View:      Get Complete NXP Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund, Inc.HYT BlackRock Corporate High Yield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 902.007 Millions
Recent Price: 9.43    
Smart Investing & Trading Score: 25
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.42%    
Year-to-date Change: 0.0%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of Lemonade, Inc.LMND Lemonade, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 56457 Millions
Recent Price: 15.73    
Smart Investing & Trading Score: 25
Day Percent Change: -0.06%    
Day Change: -0.01
Week Change: -6.26%    
Year-to-date Change: -2.5%
LMND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LMND to Watchlist:       View:      Get Complete LMND Trend Analysis ➞

Stock Chart of Brookfield Business CorporationBBUC Brookfield Business Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1810 Millions
Recent Price: 20.97    
Smart Investing & Trading Score: 25
Day Percent Change: 2.69%    
Day Change: 0.55
Week Change: 0.77%    
Year-to-date Change: -9.6%
BBUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBUC to Watchlist:       View:      Get Complete BBUC Trend Analysis ➞

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