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Best Financial Stocks

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 and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

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: 7.13 %
 Weekly Performance: 0.55 %
 Daily Performance: 1.13 %
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%
BHKBlackRock Core Closed-End Fund - Debt10.32250.19%-5.36%
JGHNuveen Global Asset Mgmt12.25250.16%0.41%
HYBNew America Closed-End Fund - Debt7.05250.14%0.14%
ERCWells Fargo Asset Mgmt8.84250.11%-6.36%
RWTRedwood Trust Mortgage5.63250.09%-23.95%
MBINMMerchants Bancorp Banks - Regional25.22250.09%2.16%
NXJNuveen New Asset Mgmt11.86250.08%0.68%
ACGLOArch Capital Insurance22.57250.00%-5.25%
OIAInvesco Municipal Closed-End Fund - Debt6.1825-0.32%-2.68%
BBUCBrookfield Business Asset Mgmt20.9125-0.29%-9.83%
PAXPatria s Asset Mgmt13.5425-0.07%-13.73%
KMPRKemper  Insurance56.9825-0.04%17.07%
AKRAcadia Realty Property Mgmt16.98241.37%-0.06%
JOESt. Joe Real Estatet54.62230.74%-9.24%
MSDMorgan Stanley Closed-End Fund - Debt6.99230.72%0.58%
KJULInnovator Russell Exchange Traded Fund26.65230.19%-2.13%
SQEWLeaderShares Equity Exchange Traded Fund30.88230.13%-1.18%
IQSIIQ Candriam Exchange Traded Fund28.42230.12%0.74%
KJANInnovator Russell Exchange Traded Fund33.7723-0.01%-1.62%
MUJBlackRock Muni Closed-End Fund - Debt11.20230.45%-1.84%
GDVGabelli Dividend Closed-End Fund - Equity21.61230.44%-0.16%
NANNuveen New Closed-End Fund - Debt10.71230.28%-2.99%
BYMBlackRock Municipal Closed-End Fund - Debt11.06230.18%-1.34%
NEANuveen AMT-Free  Investments10.69230.09%-2.82%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.21230.00%-1.79%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 7.13% and is currently outperforming the overall market by 3.05% 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: Very Good
Overall Trend Score: 63
YTD Performance: 7.13%
**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 [394%] Hippo [123%] Gladstone Capital[95%]
Banco Macro[72%] Grupo Financiero[64%] Yiren Digital[55%]
Banco BBVA[53%] First [51%] EverQuote [51%]
Fidelis Insurance[51%] Heritage Insurance[46%] Mercury General[45%]
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[44.9%] Medical Properties[17%] Metropolitan Bank[13.1%]
James River[11%] Globe Life[10.9%] Victory Capital[10.9%]
Chemung [9.3%] Green Dot[7.8%] Bar Harbor[7.6%]
Wells Fargo[7.3%] Iris Energy[7%] Oportun [6.6%]
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[-58%] Fathom [-57%] FRP [-53%]
AlTi Global[-49%] Hywin [-48%] C&F [-48%]
eHealth [-48%] RE/MAX [-46%] Globe Life[-46%]
.
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
Victory Capital[100] Wells Fargo[100] Mercury General[100]
Fidus [100] Goldman Sachs[100] Macatawa Bank[100]
Stellus Capital[100] TCG BDC[100] Medical Properties[100]
Angel Oak[95] Commerce Bancshares[93] HDFC Bank[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  40.28631.130.557.13%
IAIBroker-Dealers & Secs 111.01630.450.162.29%
KBEBank  44.12371.660.75-4.13%
FASFinancial Bull 3X 96.66632.680.4616.95%
FAZFinancial Bear 3X 11.3032-3.09-0.96-17.34%
UYGFinancials  61.80631.730.5411.96%
KIEInsurance  48.90581.271.198.13%
 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 BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.32    
Smart Investing & Trading Score: 25
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: -1.2%    
Year-to-date Change: -5.4%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.25    
Smart Investing & Trading Score: 25
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: -1.61%    
Year-to-date Change: 0.4%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.05    
Smart Investing & Trading Score: 25
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: -1.12%    
Year-to-date Change: 0.1%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

Stock Chart of Wells Fargo Advantage Multi-Sector Income FundERC Wells Fargo Advantage Multi-Sector Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 266.503 Millions
Recent Price: 8.84    
Smart Investing & Trading Score: 25
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -1.34%    
Year-to-date Change: -6.4%
ERC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ERC to Watchlist:       View:      Get Complete ERC Trend Analysis ➞

Stock Chart of Redwood Trust, Inc.RWT Redwood Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 674.739 Millions
Recent Price: 5.63    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.00
Week Change: -1.66%    
Year-to-date Change: -24.0%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.22    
Smart Investing & Trading Score: 25
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: -2.84%    
Year-to-date Change: 2.2%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of Nuveen New Jersey Quality Municipal Income FundNXJ Nuveen New Jersey Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 501.803 Millions
Recent Price: 11.86    
Smart Investing & Trading Score: 25
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.67%    
Year-to-date Change: 0.7%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLO Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 7204.57 Millions
Recent Price: 22.57    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.01%    
Year-to-date Change: -5.3%
ACGLO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLO to Watchlist:       View:      Get Complete ACGLO Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.18    
Smart Investing & Trading Score: 25
Day Percent Change: -0.32%    
Day Change: -0.02
Week Change: -0.96%    
Year-to-date Change: -2.7%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Brookfield Business CorporationBBUC Brookfield Business Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1810 Millions
Recent Price: 20.91    
Smart Investing & Trading Score: 25
Day Percent Change: -0.29%    
Day Change: -0.06
Week Change: 0.48%    
Year-to-date Change: -9.8%
BBUC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBUC to Watchlist:       View:      Get Complete BBUC Trend Analysis ➞

Stock Chart of Patria Investments LimitedPAX Patria Investments Limited
Sector: Financials
SubSector: Asset Management
MarketCap: 2130 Millions
Recent Price: 13.54    
Smart Investing & Trading Score: 25
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -2.49%    
Year-to-date Change: -13.7%
PAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAX to Watchlist:       View:      Get Complete PAX Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 56.98    
Smart Investing & Trading Score: 25
Day Percent Change: -0.04%    
Day Change: -0.02
Week Change: 1.73%    
Year-to-date Change: 17.1%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR Trend Analysis ➞

Stock Chart of Acadia Realty TrustAKR Acadia Realty Trust
Sector: Financials
SubSector: Property Management
MarketCap: 1367.42 Millions
Recent Price: 16.98    
Smart Investing & Trading Score: 24
Day Percent Change: 1.37%    
Day Change: 0.23
Week Change: -0.7%    
Year-to-date Change: -0.1%
AKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AKR to Watchlist:       View:      Get Complete AKR Trend Analysis ➞

Stock Chart of The St. Joe CompanyJOE The St. Joe Company
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1029.39 Millions
Recent Price: 54.62    
Smart Investing & Trading Score: 23
Day Percent Change: 0.74%    
Day Change: 0.40
Week Change: -3.99%    
Year-to-date Change: -9.2%
JOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JOE to Watchlist:       View:      Get Complete JOE Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 6.99    
Smart Investing & Trading Score: 23
Day Percent Change: 0.72%    
Day Change: 0.05
Week Change: -0.29%    
Year-to-date Change: 0.6%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF   JulyKJUL Innovator Russell 2000 Power Buffer ETF July
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 26.65    
Smart Investing & Trading Score: 23
Day Percent Change: 0.19%    
Day Change: 0.05
Week Change: -1.83%    
Year-to-date Change: -2.1%
KJUL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJUL to Watchlist:       View:      Get Complete KJUL Trend Analysis ➞

Stock Chart of LeaderShares Equity Skew ETFSQEW LeaderShares Equity Skew ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.88    
Smart Investing & Trading Score: 23
Day Percent Change: 0.13%    
Day Change: 0.04
Week Change: -1.7%    
Year-to-date Change: -1.2%
SQEW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SQEW to Watchlist:       View:      Get Complete SQEW Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.42    
Smart Investing & Trading Score: 23
Day Percent Change: 0.12%    
Day Change: 0.03
Week Change: -1.56%    
Year-to-date Change: 0.7%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF JanuaryKJAN Innovator Russell 2000 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.77    
Smart Investing & Trading Score: 23
Day Percent Change: -0.01%    
Day Change: -0.01
Week Change: -1.39%    
Year-to-date Change: -1.6%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.20    
Smart Investing & Trading Score: 23
Day Percent Change: 0.45%    
Day Change: 0.05
Week Change: -0.62%    
Year-to-date Change: -1.8%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 21.61    
Smart Investing & Trading Score: 23
Day Percent Change: 0.44%    
Day Change: 0.09
Week Change: -1.62%    
Year-to-date Change: -0.2%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of Nuveen New York Quality Municipal Income FundNAN Nuveen New York Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.307 Millions
Recent Price: 10.71    
Smart Investing & Trading Score: 23
Day Percent Change: 0.28%    
Day Change: 0.03
Week Change: 0.09%    
Year-to-date Change: -3.0%
NAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAN to Watchlist:       View:      Get Complete NAN Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 23
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: -1.51%    
Year-to-date Change: -1.3%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.69    
Smart Investing & Trading Score: 23
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: -2.8%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA 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: 8.21    
Smart Investing & Trading Score: 23
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.73%    
Year-to-date Change: -1.8%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

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