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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 25, 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 68 (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 75 and hence a deterioration of trend.

 Year To Date Performance: 9.36 %
 Weekly Performance: 1.83 %
 Daily Performance: -0.02 %
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Financial Sector Trend
68 / 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
FANHFanhua  Insurance3.55420.28%1.43%
OXSQOxford Square Asset Mgmt3.21900.63%1.42%
GHYPGIM Global Closed-End Fund - Debt11.4250-0.78%1.42%
KJANInnovator Russell Exchange Traded Fund34.31700.09%1.42%
SIXH6 Meridian Exchange Traded Fund35.731000.10%1.42%
RWTRedwood Trust Mortgage5.7649-1.71%1.41%
BGTBlackRock Floating Closed-End Fund - Debt12.99510.08%1.41%
THQTekla Healthcare Closed-End Fund - Equity19.44680.67%1.41%
TECBiShares U.S. Exchange Traded Fund45.4258-0.35%1.41%
PFNPIMCO ome Closed-End Fund - Debt7.2649-0.68%1.40%
FPIFarmland Partners REIT - 10.90600.46%1.40%
DJUNFT Cboe Exchange Traded Fund39.80710.13%1.40%
CASHMeta  S&L51.09620.67%1.39%
NUWNuveen AMT-Free Asset Mgmt13.58490.49%1.39%
ESGRPEnstar  Insurance25.6088-0.35%1.39%
BXSLBlackstone Secured Asset Mgmt31.75100-0.45%1.39%
PDOPimco Dynamic Closed-End Fund - Debt12.8865-0.66%1.38%
TRSTTrustCo Bank Regional Banks27.3047-2.15%1.37%
CIIBlackRock Enhanced Closed-End Fund - Equity18.5532-0.80%1.37%
PMARInnovator S&P Exchange Traded Fund36.2758-0.03%1.37%
BUSEFirst Busey Regional Banks23.1235-0.64%1.36%
BFEBInnovator S&P Exchange Traded Fund38.65580.10%1.36%
STLGiShares Factors Exchange Traded Fund45.3658-0.22%1.36%
LTCLTC Properties REIT32.23780.34%1.35%
NMFCNew Mountain Asset Mgmt12.72670.16%1.35%
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 9.36% and is currently outperforming the overall market by 3.7% 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: Very Good
Overall Trend Score: 68
YTD Performance: 9.36%
**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 [473%] Hippo [131%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[68%] Yiren Digital[63%]
Banco BBVA[63%] Heritage Insurance[61%] EverQuote [59%]
Fidelis Insurance[55%] First [52%] Lufax Holding[48%]
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[48.8%] Oportun [39.7%] Cipher Mining[22.1%]
Globe Life[17.8%] Root [16%] Sierra Bancorp[11.5%]
Provident Bancorp[10.9%] TOP [10.6%] Trustmark [9.8%]
LendingTree [9.8%] Coinbase Global[9.7%] Heritage Insurance[9.6%]
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[-72%] New York[-70%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-55%] Hywin [-53%]
FRP [-51%] eHealth [-48%] Fanhua [-47%]
C&F [-46%] AlTi Global[-45%] RE/MAX [-44%]
.
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] Trustmark [100] Synchrony [100]
MBIA [100] Kemper [100] Virtu [100]
East West[100] Equity Residential[100] Essex Property[100]
BOK [100] Cullen/Frost Bankers[100] OneMain [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  41.1268-0.021.839.36%
IAIBroker-Dealers & Secs 112.9075-0.181.684.03%
IYFFinancials  92.9668-0.201.828.84%
IYGFinancial Services  64.91680.052.358.66%
KRERegional Banking  49.01740.573.57-6.52%
IXGGlobal Financials  84.4653-0.221.937.49%
VFHFinancials  99.7275-0.102.028.09%
KBEBank  45.961000.703.49-0.13%
FASFinancial Bull 3X 103.2068-0.355.3824.86%
FAZFinancial Bear 3X 10.61320.28-5.27-22.38%
UYGFinancials  64.74680.003.6817.28%
IATRegional Banks  42.21680.763.610.88%
KIEInsurance  49.6758-0.161.29.84%
PSCFSmallCap Financials  47.04580.193.45-4.35%
EUFNEurope Financials  22.4268-1.102.146.97%
PGFFinancial Preferred  14.73290.071.381.03%
 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 Fanhua Inc.FANH Fanhua Inc.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1436.67 Millions
Recent Price: 3.55    
Smart Investing & Trading Score: 42
Day Percent Change: 0.28%    
Day Change: 0.01
Week Change: 1.43%    
Year-to-date Change: -46.6%
FANH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FANH to Watchlist:       View:      Get Complete FANH Trend Analysis ➞

Stock Chart of Oxford Square Capital Corp.OXSQ Oxford Square Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 113.603 Millions
Recent Price: 3.21    
Smart Investing & Trading Score: 90
Day Percent Change: 0.63%    
Day Change: 0.02
Week Change: 1.42%    
Year-to-date Change: 12.2%
OXSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXSQ to Watchlist:       View:      Get Complete OXSQ Trend Analysis ➞

Stock Chart of PGIM Global High Yield Fund, IncGHY PGIM Global High Yield Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 397.307 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 50
Day Percent Change: -0.78%    
Day Change: -0.09
Week Change: 1.42%    
Year-to-date Change: 0.5%
GHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHY to Watchlist:       View:      Get Complete GHY 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: 34.31    
Smart Investing & Trading Score: 70
Day Percent Change: 0.09%    
Day Change: 0.03
Week Change: 1.42%    
Year-to-date Change: -0.1%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of 6 Meridian Hedged Equity Index Option Strategy ETFSIXH 6 Meridian Hedged Equity Index Option Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.73    
Smart Investing & Trading Score: 100
Day Percent Change: 0.10%    
Day Change: 0.04
Week Change: 1.42%    
Year-to-date Change: 7.3%
SIXH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXH to Watchlist:       View:      Get Complete SIXH Trend Analysis ➞

Stock Chart of Redwood Trust, Inc.RWT Redwood Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 674.739 Millions
Recent Price: 5.76    
Smart Investing & Trading Score: 49
Day Percent Change: -1.71%    
Day Change: -0.10
Week Change: 1.41%    
Year-to-date Change: -22.3%
RWT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWT to Watchlist:       View:      Get Complete RWT Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.99    
Smart Investing & Trading Score: 51
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 1.41%    
Year-to-date Change: 4.9%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Tekla Healthcare Opportunities FundTHQ Tekla Healthcare Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 518.247 Millions
Recent Price: 19.44    
Smart Investing & Trading Score: 68
Day Percent Change: 0.67%    
Day Change: 0.13
Week Change: 1.41%    
Year-to-date Change: 7.3%
THQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THQ to Watchlist:       View:      Get Complete THQ Trend Analysis ➞

Stock Chart of iShares U.S. Tech Breakthrough Multisector ETFTECB iShares U.S. Tech Breakthrough Multisector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.42    
Smart Investing & Trading Score: 58
Day Percent Change: -0.35%    
Day Change: -0.16
Week Change: 1.41%    
Year-to-date Change: 5.7%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB Trend Analysis ➞

Stock Chart of PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.26    
Smart Investing & Trading Score: 49
Day Percent Change: -0.68%    
Day Change: -0.05
Week Change: 1.4%    
Year-to-date Change: 0.4%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

Stock Chart of Farmland Partners Inc.FPI Farmland Partners Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 182.653 Millions
Recent Price: 10.90    
Smart Investing & Trading Score: 60
Day Percent Change: 0.46%    
Day Change: 0.05
Week Change: 1.4%    
Year-to-date Change: -12.7%
FPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPI to Watchlist:       View:      Get Complete FPI Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   JuneDJUN FT Cboe Vest US Eq Deep Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.80    
Smart Investing & Trading Score: 71
Day Percent Change: 0.13%    
Day Change: 0.05
Week Change: 1.4%    
Year-to-date Change: 4.9%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 51.09    
Smart Investing & Trading Score: 62
Day Percent Change: 0.67%    
Day Change: 0.34
Week Change: 1.39%    
Year-to-date Change: -3.5%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Value FundNUW Nuveen AMT-Free Municipal Value Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 211.803 Millions
Recent Price: 13.58    
Smart Investing & Trading Score: 49
Day Percent Change: 0.49%    
Day Change: 0.07
Week Change: 1.39%    
Year-to-date Change: -0.4%
NUW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUW to Watchlist:       View:      Get Complete NUW Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.60    
Smart Investing & Trading Score: 88
Day Percent Change: -0.35%    
Day Change: -0.09
Week Change: 1.39%    
Year-to-date Change: 2.1%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Blackstone Secured Lending FundBXSL Blackstone Secured Lending Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 4450 Millions
Recent Price: 31.75    
Smart Investing & Trading Score: 100
Day Percent Change: -0.45%    
Day Change: -0.14
Week Change: 1.39%    
Year-to-date Change: 15.0%
BXSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BXSL to Watchlist:       View:      Get Complete BXSL Trend Analysis ➞

Stock Chart of Pimco Dynamic Income Opportunities FundPDO Pimco Dynamic Income Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1440 Millions
Recent Price: 12.88    
Smart Investing & Trading Score: 65
Day Percent Change: -0.66%    
Day Change: -0.09
Week Change: 1.38%    
Year-to-date Change: 5.8%
PDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDO to Watchlist:       View:      Get Complete PDO Trend Analysis ➞

Stock Chart of TrustCo Bank Corp NYTRST TrustCo Bank Corp NY
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 543.999 Millions
Recent Price: 27.30    
Smart Investing & Trading Score: 47
Day Percent Change: -2.15%    
Day Change: -0.60
Week Change: 1.37%    
Year-to-date Change: -12.1%
TRST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRST to Watchlist:       View:      Get Complete TRST Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 18.55    
Smart Investing & Trading Score: 32
Day Percent Change: -0.80%    
Day Change: -0.15
Week Change: 1.37%    
Year-to-date Change: -2.4%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII 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: 36.27    
Smart Investing & Trading Score: 58
Day Percent Change: -0.03%    
Day Change: -0.01
Week Change: 1.37%    
Year-to-date Change: 1.8%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of First Busey CorporationBUSE First Busey Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 876.97 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 35
Day Percent Change: -0.64%    
Day Change: -0.15
Week Change: 1.36%    
Year-to-date Change: -6.9%
BUSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUSE to Watchlist:       View:      Get Complete BUSE Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   FebruaryBFEB Innovator S&P 500 Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 38.65    
Smart Investing & Trading Score: 58
Day Percent Change: 0.10%    
Day Change: 0.04
Week Change: 1.36%    
Year-to-date Change: 5.5%
BFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFEB to Watchlist:       View:      Get Complete BFEB Trend Analysis ➞

Stock Chart of iShares Factors US Growth Style ETFSTLG iShares Factors US Growth Style ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.36    
Smart Investing & Trading Score: 58
Day Percent Change: -0.22%    
Day Change: -0.10
Week Change: 1.36%    
Year-to-date Change: 10.4%
STLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STLG to Watchlist:       View:      Get Complete STLG Trend Analysis ➞

Stock Chart of LTC Properties, Inc.LTC LTC Properties, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1369.24 Millions
Recent Price: 32.23    
Smart Investing & Trading Score: 78
Day Percent Change: 0.34%    
Day Change: 0.11
Week Change: 1.35%    
Year-to-date Change: 0.3%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.72    
Smart Investing & Trading Score: 67
Day Percent Change: 0.16%    
Day Change: 0.02
Week Change: 1.35%    
Year-to-date Change: 0.0%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

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