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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 29, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 83 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence an improvement of trend.

 Year To Date Performance: 8.5 %
 Weekly Performance: -0.06 %
 Daily Performance: -0.06 %
12Stocks.com
Financial Sector Trend
83 / 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%
WHGWestwood  Asset Mgmt13.03311.68%3.62%
HIGHartford  Insurance96.85311.63%20.49%
ROROATAC US Exchange Traded Fund17.13310.56%-3.17%
EVEEVe Mobility SPAC10.99310.09%1.62%
QYLGGlobal X Exchange Traded Fund29.80310.07%3.36%
BFSSaul Centers REIT - Retail36.06301.51%-8.16%
XYFX  Credit Services3.90301.40%6.56%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.52300.11%2.43%
CFRCullen/Frost Bankers Regional - Southwest Banks106.3530-0.69%-1.98%
MUIBlackRock Muni Closed-End Fund - Debt11.57300.78%-0.60%
PHTPioneer High Closed-End Fund - Debt7.38300.50%3.17%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.15300.44%2.25%
MVFBlackRock MuniVest Asset Mgmt6.83300.15%-4.07%
NEANuveen AMT-Free  Investments10.65300.14%-3.23%
NPVNuveen Virginia  Investments10.55300.09%-2.13%
NVGNuveen AMT-Free Asset Mgmt11.59300.04%-1.99%
MMDMainStay MacKay Closed-End Fund - Debt16.0630-0.19%-1.20%
GBBKGlobal Blockchain SPAC10.83280.00%2.65%
EFTEaton Vance Closed-End Fund - Debt13.3728-0.37%6.53%
PGCPeapack-Gladstone  Regional Banks22.89280.64%-23.26%
EDOCGlobal X Exchange Traded Fund8.77280.46%-13.68%
WFHDirexion Work Exchange Traded Fund53.73280.36%-1.50%
GDOWestern Asset Asset Mgmt11.96280.17%-6.34%
HYWHywin  Asset Mgmt0.85280.01%-54.19%
FUNDSprott Focus Closed-End Fund - Equity7.66280.00%-4.25%
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 8.5% and is currently outperforming the overall market by 2.21% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 83
YTD Performance: 8.5%
**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 [542%] Hippo [138%] Gladstone Capital[103%]
Banco Macro[83%] Grupo Financiero[81%] B. Riley[75%]
Banco BBVA[71%] EverQuote [60%] Yiren Digital[60%]
Fidelis Insurance[59%] Heritage Insurance[57%] Grupo Supervielle[53%]
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
Heartland [18.6%] Douglas Elliman[12.2%] AltC Acquisition[10.4%]
Fulton [8.2%] Citizens [7.2%] Clipper Realty[6.2%]
Huize Holding[5.5%] Oportun [5.1%] Cartica Acquisition[4.8%]
Peakstone Realty[4.8%] Medical Properties[4.7%] AlTi Global[4.6%]
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
New York[-73%] Office Properties[-72%] Texas Pacific[-62%]
Fathom [-56%] Douglas Elliman[-54%] Hywin [-54%]
FRP [-51%] eHealth [-49%] Fanhua [-48%]
OppFi [-46%] 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
Heartland [100] Fulton [100] ICICI Bank[100]
LPL [100] Highwoods Properties[100] Stifel [100]
TCG BDC[100] iShares ESG[100] PayPal [100]
Lazard [100] Cousins Properties[100] Piper Sandler[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  40.8083-0.06-0.068.5%
IAIBroker-Dealers & Secs 113.14830.110.114.24%
IYFFinancials  92.51830.370.378.31%
IYGFinancial Services  64.5783-0.06-0.068.09%
KRERegional Banking  48.25540.120.12-7.97%
IXGGlobal Financials  84.47830.330.337.5%
VFHFinancials  99.23830.310.317.56%
KBEBank  45.2680-0.15-0.15-1.65%
FASFinancial Bull 3X 100.3075-0.33-0.3321.36%
FAZFinancial Bear 3X 10.92320.550.55-20.12%
UYGFinancials  63.4070-0.39-0.3914.86%
IATRegional Banks  41.82730.240.24-0.05%
KIEInsurance  48.78580.520.527.87%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.4583-0.07-0.077.08%
PGFFinancial Preferred  14.63390.380.380.31%
 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 Westwood Holdings Group, Inc.WHG Westwood Holdings Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 172.103 Millions
Recent Price: 13.03    
Smart Investing & Trading Score: 31
Day Percent Change: 1.68%    
Day Change: 0.21
Week Change: 1.68%    
Year-to-date Change: 3.6%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG Trend Analysis ➞

Stock Chart of The Hartford Financial Services Group, Inc.HIG The Hartford Financial Services Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12582.8 Millions
Recent Price: 96.85    
Smart Investing & Trading Score: 31
Day Percent Change: 1.63%    
Day Change: 1.55
Week Change: 1.63%    
Year-to-date Change: 20.5%
HIG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIG to Watchlist:       View:      Get Complete HIG Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.13    
Smart Investing & Trading Score: 31
Day Percent Change: 0.56%    
Day Change: 0.09
Week Change: 0.56%    
Year-to-date Change: -3.2%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

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: 31
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 1.6%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.80    
Smart Investing & Trading Score: 31
Day Percent Change: 0.07%    
Day Change: 0.02
Week Change: 0.07%    
Year-to-date Change: 3.4%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of Saul Centers, Inc.BFS Saul Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 689.914 Millions
Recent Price: 36.06    
Smart Investing & Trading Score: 30
Day Percent Change: 1.51%    
Day Change: 0.53
Week Change: 1.51%    
Year-to-date Change: -8.2%
BFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFS to Watchlist:       View:      Get Complete BFS Trend Analysis ➞

Stock Chart of X FinancialXYF X Financial
Sector: Financials
SubSector: Credit Services
MarketCap: 168.008 Millions
Recent Price: 3.90    
Smart Investing & Trading Score: 30
Day Percent Change: 1.40%    
Day Change: 0.05
Week Change: 1.4%    
Year-to-date Change: 6.6%
XYF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XYF to Watchlist:       View:      Get Complete XYF Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.52    
Smart Investing & Trading Score: 30
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: 0.11%    
Year-to-date Change: 2.4%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 106.35    
Smart Investing & Trading Score: 30
Day Percent Change: -0.69%    
Day Change: -0.73
Week Change: -0.69%    
Year-to-date Change: -2.0%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of BlackRock Muni Intermediate Duration Fund, Inc.MUI BlackRock Muni Intermediate Duration Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 496.307 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 30
Day Percent Change: 0.78%    
Day Change: 0.09
Week Change: 0.78%    
Year-to-date Change: -0.6%
MUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUI to Watchlist:       View:      Get Complete MUI Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.38    
Smart Investing & Trading Score: 30
Day Percent Change: 0.50%    
Day Change: 0.04
Week Change: 0.5%    
Year-to-date Change: 3.2%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT 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: 18.15    
Smart Investing & Trading Score: 30
Day Percent Change: 0.44%    
Day Change: 0.08
Week Change: 0.44%    
Year-to-date Change: 2.3%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of BlackRock MuniVest Fund, Inc.MVF BlackRock MuniVest Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 486.203 Millions
Recent Price: 6.83    
Smart Investing & Trading Score: 30
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: 0.15%    
Year-to-date Change: -4.1%
MVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MVF to Watchlist:       View:      Get Complete MVF 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: 10.65    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.01
Week Change: 0.14%    
Year-to-date Change: -3.2%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 30
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: -2.1%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.59    
Smart Investing & Trading Score: 30
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0.04%    
Year-to-date Change: -2.0%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of MainStay MacKay DefinedTerm Municipal Opportunities FundMMD MainStay MacKay DefinedTerm Municipal Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 527.107 Millions
Recent Price: 16.06    
Smart Investing & Trading Score: 30
Day Percent Change: -0.19%    
Day Change: -0.03
Week Change: -0.19%    
Year-to-date Change: -1.2%
MMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMD to Watchlist:       View:      Get Complete MMD Trend Analysis ➞

Stock Chart of Global Blockchain Acquisition Corp.GBBK Global Blockchain Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 231 Millions
Recent Price: 10.83    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.7%
GBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBBK to Watchlist:       View:      Get Complete GBBK Trend Analysis ➞

Stock Chart of Eaton Vance Floating-Rate Income TrustEFT Eaton Vance Floating-Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.707 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 28
Day Percent Change: -0.37%    
Day Change: -0.05
Week Change: -0.37%    
Year-to-date Change: 6.5%
EFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFT to Watchlist:       View:      Get Complete EFT Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 22.89    
Smart Investing & Trading Score: 28
Day Percent Change: 0.64%    
Day Change: 0.15
Week Change: 0.64%    
Year-to-date Change: -23.3%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of Global X Telemedicine & Digital Health ETFEDOC Global X Telemedicine & Digital Health ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 8.77    
Smart Investing & Trading Score: 28
Day Percent Change: 0.46%    
Day Change: 0.04
Week Change: 0.46%    
Year-to-date Change: -13.7%
EDOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDOC to Watchlist:       View:      Get Complete EDOC Trend Analysis ➞

Stock Chart of Direxion Work From Home ETFWFH Direxion Work From Home ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 53.73    
Smart Investing & Trading Score: 28
Day Percent Change: 0.36%    
Day Change: 0.19
Week Change: 0.36%    
Year-to-date Change: -1.5%
WFH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFH to Watchlist:       View:      Get Complete WFH Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 11.96    
Smart Investing & Trading Score: 28
Day Percent Change: 0.17%    
Day Change: 0.02
Week Change: 0.17%    
Year-to-date Change: -6.3%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of Hywin Holdings Ltd.HYW Hywin Holdings Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 161 Millions
Recent Price: 0.85    
Smart Investing & Trading Score: 28
Day Percent Change: 0.01%    
Day Change: 0.00
Week Change: 0.01%    
Year-to-date Change: -54.2%
HYW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYW to Watchlist:       View:      Get Complete HYW Trend Analysis ➞

Stock Chart of Sprott Focus Trust, Inc.FUND Sprott Focus Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 122.747 Millions
Recent Price: 7.66    
Smart Investing & Trading Score: 28
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: -4.3%
FUND Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUND to Watchlist:       View:      Get Complete FUND Trend Analysis ➞

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