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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 27, 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 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: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
GSBCGreat Southern Regional - Southwest Banks52.71100-0.38%0.50%
BFINBank  S&L10.05250.00%0.50%
PFISPeoples  Regional Banks38.28350.87%0.50%
OXLCOxford Lane Closed-End Fund - Debt4.98350.61%0.50%
ETXEaton Vance Asset Mgmt18.0693-0.44%0.50%
GBCIGlacier Bancorp Regional Banks37.1259-0.75%0.49%
VKIInvesco Advantage Closed-End Fund - Debt8.23300.86%0.49%
KEYKeyCorp  Regional Banks14.70540.62%0.48%
AREAlexandria Real REIT - Office116.2427-0.90%0.48%
ETVEaton Vance Closed-End Fund - Equity12.60480.48%0.48%
BRKHBurtech Acquisition SPAC11.0359-0.18%0.47%
USCBUSCB  Banks - Regional10.70343.28%0.47%
AFLAflac  Insurance83.6135-0.14%0.46%
CBLCBL & Associates Properties REIT - Retail21.92441.58%0.46%
FRABlackRock Floating Closed-End Fund - Debt13.061000.08%0.46%
RPARRPAR Risk Exchange Traded Fund18.72351.30%0.46%
DNPDNP Select Closed-End Fund - Equity8.84340.00%0.45%
DEIDouglas Emmett REIT - 13.37590.45%0.45%
SMFGSumitomo Mitsui Foreign Banks11.2236-1.41%0.45%
BHFAMBrighthouse  Insurance - Life15.60370.00%0.45%
DHILDiamond Hill Asset Mgmt151.49620.34%0.44%
DMFBNY  Asset Mgmt6.64610.76%0.44%
HPFJohn Hancock Closed-End Fund - Debt16.36930.31%0.43%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.01300.65%0.43%
HYBNew America Closed-End Fund - Debt7.07241.00%0.43%
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 8.56% and is currently outperforming the overall market by 2.42% 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: 63
YTD Performance: 8.56%
**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 [510%] Hippo [142%] Gladstone Capital[100%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[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[84.2%] Oportun [35.8%] Root [23.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
TOP [14%] Provident Bancorp[14%] Globe Life[13.5%]
Trustmark [12.4%] Coinbase Global[12.1%] Shinhan [12%]
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[-71%] Texas Pacific[-62%]
Douglas Elliman[-59%] Hywin [-58%] Fathom [-56%]
FRP [-52%] Fanhua [-49%] OppFi [-48%]
eHealth [-48%] AlTi Global[-48%] RE/MAX [-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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Uniti [100] American Homes[100]
Goldman Sachs[100] Solar Capital[100] Templeton Dragon[100]
Mid-America Apartment[100] TCG BDC[100] Camden 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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1768-0.350.957.91%
IYGFinancial Services  64.61830.081.888.16%
KRERegional Banking  48.1974-0.581.84-8.09%
IXGGlobal Financials  84.1960-0.301.617.14%
VFHFinancials  98.9375-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7293-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.36650.151.96-5.73%
EUFNEurope Financials  22.46750.542.327.16%
PGFFinancial Preferred  14.57440.000.28-0.07%
 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 Great Southern Bancorp, Inc.GSBC Great Southern Bancorp, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 524.765 Millions
Recent Price: 52.71    
Smart Investing & Trading Score: 100
Day Percent Change: -0.38%    
Day Change: -0.20
Week Change: 0.5%    
Year-to-date Change: -11.2%
GSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GSBC to Watchlist:       View:      Get Complete GSBC Trend Analysis ➞

Stock Chart of BankFinancial CorporationBFIN BankFinancial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 142.03 Millions
Recent Price: 10.05    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.5%    
Year-to-date Change: -2.1%
BFIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFIN to Watchlist:       View:      Get Complete BFIN Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 38.28    
Smart Investing & Trading Score: 35
Day Percent Change: 0.87%    
Day Change: 0.33
Week Change: 0.5%    
Year-to-date Change: -21.4%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLC Oxford Lane Capital Corp.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 235.907 Millions
Recent Price: 4.98    
Smart Investing & Trading Score: 35
Day Percent Change: 0.61%    
Day Change: 0.03
Week Change: 0.5%    
Year-to-date Change: 0.8%
OXLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLC to Watchlist:       View:      Get Complete OXLC Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income 2028 Term TrustETX Eaton Vance Municipal Income 2028 Term Trust
Sector: Financials
SubSector: Asset Management
MarketCap: 199.103 Millions
Recent Price: 18.06    
Smart Investing & Trading Score: 93
Day Percent Change: -0.44%    
Day Change: -0.08
Week Change: 0.5%    
Year-to-date Change: 4.2%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of Glacier Bancorp, Inc.GBCI Glacier Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 3142.89 Millions
Recent Price: 37.12    
Smart Investing & Trading Score: 59
Day Percent Change: -0.75%    
Day Change: -0.28
Week Change: 0.49%    
Year-to-date Change: -10.2%
GBCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBCI to Watchlist:       View:      Get Complete GBCI Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.23    
Smart Investing & Trading Score: 30
Day Percent Change: 0.86%    
Day Change: 0.07
Week Change: 0.49%    
Year-to-date Change: -2.6%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of KeyCorpKEY KeyCorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 10045 Millions
Recent Price: 14.70    
Smart Investing & Trading Score: 54
Day Percent Change: 0.62%    
Day Change: 0.09
Week Change: 0.48%    
Year-to-date Change: 2.1%
KEY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KEY to Watchlist:       View:      Get Complete KEY Trend Analysis ➞

Stock Chart of Alexandria Real Estate Equities, Inc.ARE Alexandria Real Estate Equities, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 16793.6 Millions
Recent Price: 116.24    
Smart Investing & Trading Score: 27
Day Percent Change: -0.90%    
Day Change: -1.06
Week Change: 0.48%    
Year-to-date Change: -8.3%
ARE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARE to Watchlist:       View:      Get Complete ARE Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.60    
Smart Investing & Trading Score: 48
Day Percent Change: 0.48%    
Day Change: 0.06
Week Change: 0.48%    
Year-to-date Change: 2.2%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of Burtech Acquisition Corp.BRKH Burtech Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 182 Millions
Recent Price: 11.03    
Smart Investing & Trading Score: 59
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: 0.47%    
Year-to-date Change: 2.8%
BRKH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKH to Watchlist:       View:      Get Complete BRKH Trend Analysis ➞

Stock Chart of USCB Financial Holdings, Inc.USCB USCB Financial Holdings, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 198 Millions
Recent Price: 10.70    
Smart Investing & Trading Score: 34
Day Percent Change: 3.28%    
Day Change: 0.34
Week Change: 0.47%    
Year-to-date Change: -12.9%
USCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USCB to Watchlist:       View:      Get Complete USCB Trend Analysis ➞

Stock Chart of Aflac IncorporatedAFL Aflac Incorporated
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 22706 Millions
Recent Price: 83.61    
Smart Investing & Trading Score: 35
Day Percent Change: -0.14%    
Day Change: -0.12
Week Change: 0.46%    
Year-to-date Change: 1.4%
AFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFL to Watchlist:       View:      Get Complete AFL Trend Analysis ➞

Stock Chart of CBL & Associates Properties, Inc.CBL CBL & Associates Properties, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 690 Millions
Recent Price: 21.92    
Smart Investing & Trading Score: 44
Day Percent Change: 1.58%    
Day Change: 0.34
Week Change: 0.46%    
Year-to-date Change: -10.2%
CBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBL to Watchlist:       View:      Get Complete CBL Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 13.06    
Smart Investing & Trading Score: 100
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.46%    
Year-to-date Change: 3.2%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.72    
Smart Investing & Trading Score: 35
Day Percent Change: 1.30%    
Day Change: 0.24
Week Change: 0.46%    
Year-to-date Change: -2.1%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR Trend Analysis ➞

Stock Chart of DNP Select Income Fund Inc.DNP DNP Select Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 2706.07 Millions
Recent Price: 8.84    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.45%    
Year-to-date Change: 4.3%
DNP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DNP to Watchlist:       View:      Get Complete DNP Trend Analysis ➞

Stock Chart of Douglas Emmett, Inc.DEI Douglas Emmett, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 4917.83 Millions
Recent Price: 13.37    
Smart Investing & Trading Score: 59
Day Percent Change: 0.45%    
Day Change: 0.06
Week Change: 0.45%    
Year-to-date Change: -7.8%
DEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DEI to Watchlist:       View:      Get Complete DEI Trend Analysis ➞

Stock Chart of Sumitomo Mitsui Financial Group, Inc.SMFG Sumitomo Mitsui Financial Group, Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 36648.5 Millions
Recent Price: 11.22    
Smart Investing & Trading Score: 36
Day Percent Change: -1.41%    
Day Change: -0.16
Week Change: 0.45%    
Year-to-date Change: 15.9%
SMFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMFG to Watchlist:       View:      Get Complete SMFG 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: 0.00%    
Day Change: 0.00
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 Diamond Hill Investment Group, Inc.DHIL Diamond Hill Investment Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 316.203 Millions
Recent Price: 151.49    
Smart Investing & Trading Score: 62
Day Percent Change: 0.34%    
Day Change: 0.51
Week Change: 0.44%    
Year-to-date Change: -8.5%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.64    
Smart Investing & Trading Score: 61
Day Percent Change: 0.76%    
Day Change: 0.05
Week Change: 0.44%    
Year-to-date Change: 2.2%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of John Hancock Preferred Income Fund IIHPF John Hancock Preferred Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 269.407 Millions
Recent Price: 16.36    
Smart Investing & Trading Score: 93
Day Percent Change: 0.31%    
Day Change: 0.05
Week Change: 0.43%    
Year-to-date Change: 3.7%
HPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPF to Watchlist:       View:      Get Complete HPF Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 14.01    
Smart Investing & Trading Score: 30
Day Percent Change: 0.65%    
Day Change: 0.09
Week Change: 0.43%    
Year-to-date Change: 0.8%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC 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: 7.07    
Smart Investing & Trading Score: 24
Day Percent Change: 1.00%    
Day Change: 0.07
Week Change: 0.43%    
Year-to-date Change: 0.4%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB Trend Analysis ➞

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