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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 26, 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 68 and hence a deterioration of trend.

 Year To Date Performance: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
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%
EVEEVe Mobility SPAC10.99380.21%1.65%
MHIPioneer Municipal Closed-End Fund - Debt8.5238-0.93%-1.27%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.1938-0.47%4.12%
IBTXIndependent Bank Regional Banks39.2637-3.82%-22.84%
BCBPBCB Bancorp Regional Banks9.4437-3.18%-26.54%
RMAXRE/MAX  Property Mgmt7.2137-2.70%-45.91%
PPBIPacific Premier Regional Banks22.1637-2.55%-23.87%
BHFAMBrighthouse  Insurance - Life15.6037-2.01%1.04%
DXDynex Capital Mortgage11.6637-1.93%-6.87%
GOCOGoHealth  Insurance10.0537-1.86%-23.46%
NYMTNew York Mortgage6.9737-1.83%-18.29%
VRTSVirtus  Asset Mgmt230.7537-1.68%-4.55%
OCFCOceanFirst  S&L15.2337-1.55%-12.27%
FNLCFirst Bancorp Regional Banks22.4037-1.50%-20.62%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt18.7737-1.16%-0.69%
BLEBlackRock Municipal Asset Mgmt10.3837-0.95%-2.81%
NBHNeuberger Berman Asset Mgmt10.1237-0.88%-2.27%
AVKAdvent Convertible Closed-End Fund - Debt11.4737-0.86%0.79%
JPCNuveen Preferred Closed-End Fund - Debt6.9737-0.85%3.11%
VGMInvesco Trust Closed-End Fund - Debt9.5037-0.84%-3.94%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.2037-0.67%-1.97%
FMNFederated Premier Closed-End Fund - Debt10.9837-0.63%-0.09%
HBANMHuntington Bancshares Banks - Regional21.4037-0.56%-2.06%
BAMBrookfield Asset Real Estatet38.9737-0.54%-2.99%
NWBINorthwest Bancshares S&L10.8937-0.46%-12.74%
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 8.72% and is currently outperforming the overall market by 3.56% 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: 56
YTD Performance: 8.72%
**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 [465%] Hippo [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] First [52%] EverQuote [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[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
B. Riley[100] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex 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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 EVe Mobility Acquisition CorpEVE EVe Mobility Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 164 Millions
Recent Price: 10.99    
Smart Investing & Trading Score: 38
Day Percent Change: 0.21%    
Day Change: 0.02
Week Change: 0.12%    
Year-to-date Change: 1.7%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE Trend Analysis ➞

Stock Chart of Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.52    
Smart Investing & Trading Score: 38
Day Percent Change: -0.93%    
Day Change: -0.08
Week Change: -0.23%    
Year-to-date Change: -1.3%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 19.19    
Smart Investing & Trading Score: 38
Day Percent Change: -0.47%    
Day Change: -0.09
Week Change: 0.63%    
Year-to-date Change: 4.1%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of Independent Bank Group, Inc.IBTX Independent Bank Group, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1133.35 Millions
Recent Price: 39.26    
Smart Investing & Trading Score: 37
Day Percent Change: -3.82%    
Day Change: -1.56
Week Change: -5.63%    
Year-to-date Change: -22.8%
IBTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTX to Watchlist:       View:      Get Complete IBTX Trend Analysis ➞

Stock Chart of BCB Bancorp, Inc.BCBP BCB Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 196.799 Millions
Recent Price: 9.44    
Smart Investing & Trading Score: 37
Day Percent Change: -3.18%    
Day Change: -0.31
Week Change: -5.32%    
Year-to-date Change: -26.5%
BCBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCBP to Watchlist:       View:      Get Complete BCBP Trend Analysis ➞

Stock Chart of RE/MAX Holdings, Inc.RMAX RE/MAX Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 334.742 Millions
Recent Price: 7.21    
Smart Investing & Trading Score: 37
Day Percent Change: -2.70%    
Day Change: -0.20
Week Change: -0.55%    
Year-to-date Change: -45.9%
RMAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMAX to Watchlist:       View:      Get Complete RMAX Trend Analysis ➞

Stock Chart of Pacific Premier Bancorp, Inc.PPBI Pacific Premier Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 978.029 Millions
Recent Price: 22.16    
Smart Investing & Trading Score: 37
Day Percent Change: -2.55%    
Day Change: -0.58
Week Change: -0.49%    
Year-to-date Change: -23.9%
PPBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PPBI to Watchlist:       View:      Get Complete PPBI Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAM Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 3170 Millions
Recent Price: 15.60    
Smart Investing & Trading Score: 37
Day Percent Change: -2.01%    
Day Change: -0.32
Week Change: 0.45%    
Year-to-date Change: 1.0%
BHFAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAM to Watchlist:       View:      Get Complete BHFAM Trend Analysis ➞

Stock Chart of Dynex Capital, Inc.DX Dynex Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 327.839 Millions
Recent Price: 11.66    
Smart Investing & Trading Score: 37
Day Percent Change: -1.93%    
Day Change: -0.23
Week Change: -0.43%    
Year-to-date Change: -6.9%
DX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DX to Watchlist:       View:      Get Complete DX Trend Analysis ➞

Stock Chart of GoHealth, Inc.GOCO GoHealth, Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 44157 Millions
Recent Price: 10.05    
Smart Investing & Trading Score: 37
Day Percent Change: -1.86%    
Day Change: -0.19
Week Change: -0.79%    
Year-to-date Change: -23.5%
GOCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GOCO to Watchlist:       View:      Get Complete GOCO Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMT New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1038.39 Millions
Recent Price: 6.97    
Smart Investing & Trading Score: 37
Day Percent Change: -1.83%    
Day Change: -0.13
Week Change: 0.14%    
Year-to-date Change: -18.3%
NYMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMT to Watchlist:       View:      Get Complete NYMT Trend Analysis ➞

Stock Chart of Virtus Investment Partners, Inc.VRTS Virtus Investment Partners, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 601.303 Millions
Recent Price: 230.75    
Smart Investing & Trading Score: 37
Day Percent Change: -1.68%    
Day Change: -3.95
Week Change: 2.4%    
Year-to-date Change: -4.6%
VRTS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VRTS to Watchlist:       View:      Get Complete VRTS Trend Analysis ➞

Stock Chart of OceanFirst Financial Corp.OCFC OceanFirst Financial Corp.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 867.43 Millions
Recent Price: 15.23    
Smart Investing & Trading Score: 37
Day Percent Change: -1.55%    
Day Change: -0.24
Week Change: 0.33%    
Year-to-date Change: -12.3%
OCFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCFC to Watchlist:       View:      Get Complete OCFC Trend Analysis ➞

Stock Chart of The First Bancorp, Inc.FNLC The First Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 264.799 Millions
Recent Price: 22.40    
Smart Investing & Trading Score: 37
Day Percent Change: -1.50%    
Day Change: -0.34
Week Change: -2.57%    
Year-to-date Change: -20.6%
FNLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNLC to Watchlist:       View:      Get Complete FNLC Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund, Inc.PSF Cohen & Steers Select Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.907 Millions
Recent Price: 18.77    
Smart Investing & Trading Score: 37
Day Percent Change: -1.16%    
Day Change: -0.22
Week Change: 0%    
Year-to-date Change: -0.7%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.38    
Smart Investing & Trading Score: 37
Day Percent Change: -0.95%    
Day Change: -0.10
Week Change: 0.29%    
Year-to-date Change: -2.8%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

Stock Chart of Neuberger Berman Intermediate Municipal Fund Inc.NBH Neuberger Berman Intermediate Municipal Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 228.603 Millions
Recent Price: 10.12    
Smart Investing & Trading Score: 37
Day Percent Change: -0.88%    
Day Change: -0.09
Week Change: 0.15%    
Year-to-date Change: -2.3%
NBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBH to Watchlist:       View:      Get Complete NBH Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 37
Day Percent Change: -0.86%    
Day Change: -0.10
Week Change: 0.97%    
Year-to-date Change: 0.8%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Nuveen Preferred & Income Opportunities FundJPC Nuveen Preferred & Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 621.007 Millions
Recent Price: 6.97    
Smart Investing & Trading Score: 37
Day Percent Change: -0.85%    
Day Change: -0.06
Week Change: 1.75%    
Year-to-date Change: 3.1%
JPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JPC to Watchlist:       View:      Get Complete JPC Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.50    
Smart Investing & Trading Score: 37
Day Percent Change: -0.84%    
Day Change: -0.08
Week Change: 0.11%    
Year-to-date Change: -3.9%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 170.503 Millions
Recent Price: 8.20    
Smart Investing & Trading Score: 37
Day Percent Change: -0.67%    
Day Change: -0.05
Week Change: 0.31%    
Year-to-date Change: -2.0%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Federated Premier Municipal Income FundFMN Federated Premier Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 132.407 Millions
Recent Price: 10.98    
Smart Investing & Trading Score: 37
Day Percent Change: -0.63%    
Day Change: -0.07
Week Change: -0.27%    
Year-to-date Change: -0.1%
FMN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMN to Watchlist:       View:      Get Complete FMN Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANM Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 21.40    
Smart Investing & Trading Score: 37
Day Percent Change: -0.56%    
Day Change: -0.12
Week Change: 0.23%    
Year-to-date Change: -2.1%
HBANM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANM to Watchlist:       View:      Get Complete HBANM Trend Analysis ➞

Stock Chart of Brookfield Asset Management Inc.BAM Brookfield Asset Management Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 47134.9 Millions
Recent Price: 38.97    
Smart Investing & Trading Score: 37
Day Percent Change: -0.54%    
Day Change: -0.21
Week Change: 1.7%    
Year-to-date Change: -3.0%
BAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BAM to Watchlist:       View:      Get Complete BAM Trend Analysis ➞

Stock Chart of Northwest Bancshares, Inc.NWBI Northwest Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1266.3 Millions
Recent Price: 10.89    
Smart Investing & Trading Score: 37
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -2.16%    
Year-to-date Change: -12.7%
NWBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWBI to Watchlist:       View:      Get Complete NWBI Trend Analysis ➞

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