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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 18, 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 49 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 26 and hence an improvement of trend.

 Year To Date Performance: 5.56 %
 Weekly Performance: -0.92 %
 Daily Performance: 0.25 %
12Stocks.com
Financial Sector Trend
49 / 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%
HQHTekla Healthcare Closed-End Fund - Equity16.08171.20%0.82%
PMXPIMCO Municipal Closed-End Fund - Debt7.37480.07%0.82%
LYGLloyds Banking Foreign Banks2.49681.63%0.81%
NENNew England Real Estatet70.00491.30%0.78%
CNOBConnectOne Bancorp Regional Banks18.00420.50%0.78%
RYANRyan Specialty Insurance - Specialty50.33581.21%0.76%
ACPAberdeen ome Closed-End Fund - Debt6.67171.21%0.76%
PSECProspect Capital Asset Mgmt5.42280.74%0.74%
CHMGChemung  Regional Banks39.80420.66%0.73%
KMPRKemper  Insurance56.42320.09%0.73%
ACGLArch Capital Insurance90.6349-0.25%0.72%
BKTBlackRock ome Closed-End Fund - Debt11.36171.16%0.71%
PNIPIMCO New Closed-End Fund - Debt7.19250.74%0.70%
FCTFirst Trust Closed-End Fund - Debt10.25430.49%0.69%
HIXWestern Asset Closed-End Fund - Debt4.3671.63%0.69%
PUKPrudential  Life Insurance17.64322.20%0.68%
PAIWestern Asset Closed-End Fund - Debt11.94172.05%0.67%
CBANColony Bankcorp Regional Banks10.64351.82%0.66%
NACNuveen California Closed-End Fund - Debt10.7871.03%0.65%
UNTYUnity Bancorp Banks26.44180.30%0.65%
WHFWhiteHorse Finance Asset Mgmt12.3770-0.48%0.65%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.74230.64%0.64%
AOMRAngel Oak REIT - Mortgage11.09682.12%0.64%
ECCCEagle Point Closed-End Fund - Debt22.02750.00%0.64%
ESGROEnstar  Insurance23.94100.88%0.63%
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 5.56% and is currently outperforming the overall market by 1.15% 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: Deteriorating
Overall Trend Score: 49
YTD Performance: 5.56%
**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 [413%] Hippo [123%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[60%] EverQuote [54%]
First [51%] Yiren Digital[51%] Fidelis Insurance[48%]
Banco BBVA[48%] Heritage Insurance[42%] Vista Oil[40%]
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[42.8%] Medical Properties[19.6%] ESSA Bancorp[8.2%]
Globe Life[7%] AdvisorShares Pure[6.7%] New York[4.6%]
Morgan Stanley[4.5%] Bancorp [4.3%] GoHealth [4%]
Victory Capital[4%] Goldman Sachs[3.7%] Charles Schwab[3.5%]
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[-56%] Fathom [-54%] FRP [-53%]
Hywin [-51%] C&F [-50%] eHealth [-50%]
AlTi Global[-50%] Globe Life[-48%] Fanhua [-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
Stellus Capital[100] Macatawa Bank[100] Kernel [100]
Charles Schwab[100] Medical Properties[93] Sprott Physical[90]
Sprott Physical[90] Thunder Bridge[88] Spring Valley[86]
Greene County[85] Progressive [83] Sprott Physical[83]
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  39.69490.25-0.925.56%
IAIBroker-Dealers & Secs 110.35560.50-0.431.68%
IYFFinancials  89.49410.21-1.174.78%
IYGFinancial Services  62.48410.40-1.154.59%
KRERegional Banking  45.83270.31-1.48-12.59%
IXGGlobal Financials  81.96360.71-0.854.3%
VFHFinancials  96.03480.21-1.184.09%
KBEBank  43.10220.12-1.58-6.35%
FASFinancial Bull 3X 93.21410.58-3.1312.78%
FAZFinancial Bear 3X 11.7654-0.593.07-13.97%
UYGFinancials  60.33410.45-1.859.29%
IATRegional Banks  39.63100.03-2-5.28%
KIEInsurance  47.7244-0.73-1.245.53%
PSCFSmallCap Financials  44.86170.63-1.21-8.78%
EUFNEurope Financials  21.81561.18-0.374.06%
PGFFinancial Preferred  14.49170.07-1.29-0.62%
 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 Tekla Healthcare InvestorsHQH Tekla Healthcare Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 660.347 Millions
Recent Price: 16.08    
Smart Investing & Trading Score: 17
Day Percent Change: 1.20%    
Day Change: 0.19
Week Change: 0.82%    
Year-to-date Change: -3.0%
HQH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQH to Watchlist:       View:      Get Complete HQH Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.37    
Smart Investing & Trading Score: 48
Day Percent Change: 0.07%    
Day Change: 0.00
Week Change: 0.82%    
Year-to-date Change: -0.3%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of Lloyds Banking Group plcLYG Lloyds Banking Group plc
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 28885.4 Millions
Recent Price: 2.49    
Smart Investing & Trading Score: 68
Day Percent Change: 1.63%    
Day Change: 0.04
Week Change: 0.81%    
Year-to-date Change: 4.2%
LYG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LYG to Watchlist:       View:      Get Complete LYG Trend Analysis ➞

Stock Chart of New England Realty Associates Limited PartnershipNEN New England Realty Associates Limited Partnership
Sector: Financials
SubSector: Real Estate Development
MarketCap: 153.819 Millions
Recent Price: 70.00    
Smart Investing & Trading Score: 49
Day Percent Change: 1.30%    
Day Change: 0.90
Week Change: 0.78%    
Year-to-date Change: 0.4%
NEN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEN to Watchlist:       View:      Get Complete NEN Trend Analysis ➞

Stock Chart of ConnectOne Bancorp, Inc.CNOB ConnectOne Bancorp, Inc.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 491.899 Millions
Recent Price: 18.00    
Smart Investing & Trading Score: 42
Day Percent Change: 0.50%    
Day Change: 0.09
Week Change: 0.78%    
Year-to-date Change: -21.4%
CNOB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNOB to Watchlist:       View:      Get Complete CNOB Trend Analysis ➞

Stock Chart of Ryan Specialty Holdings, Inc.RYAN Ryan Specialty Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 11630 Millions
Recent Price: 50.33    
Smart Investing & Trading Score: 58
Day Percent Change: 1.21%    
Day Change: 0.60
Week Change: 0.76%    
Year-to-date Change: 16.9%
RYAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RYAN to Watchlist:       View:      Get Complete RYAN Trend Analysis ➞

Stock Chart of Aberdeen Income Credit Strategies FundACP Aberdeen Income Credit Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 119.207 Millions
Recent Price: 6.67    
Smart Investing & Trading Score: 17
Day Percent Change: 1.21%    
Day Change: 0.08
Week Change: 0.76%    
Year-to-date Change: -1.9%
ACP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACP to Watchlist:       View:      Get Complete ACP Trend Analysis ➞

Stock Chart of Prospect Capital CorporationPSEC Prospect Capital Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 1764.73 Millions
Recent Price: 5.42    
Smart Investing & Trading Score: 28
Day Percent Change: 0.74%    
Day Change: 0.04
Week Change: 0.74%    
Year-to-date Change: -9.5%
PSEC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSEC to Watchlist:       View:      Get Complete PSEC Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 39.80    
Smart Investing & Trading Score: 42
Day Percent Change: 0.66%    
Day Change: 0.26
Week Change: 0.73%    
Year-to-date Change: -20.1%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG Trend Analysis ➞

Stock Chart of Kemper CorporationKMPR Kemper Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4035.12 Millions
Recent Price: 56.42    
Smart Investing & Trading Score: 32
Day Percent Change: 0.09%    
Day Change: 0.05
Week Change: 0.73%    
Year-to-date Change: 15.9%
KMPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KMPR to Watchlist:       View:      Get Complete KMPR Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGL Arch Capital Group Ltd.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12350.9 Millions
Recent Price: 90.63    
Smart Investing & Trading Score: 49
Day Percent Change: -0.25%    
Day Change: -0.23
Week Change: 0.72%    
Year-to-date Change: 22.0%
ACGL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGL to Watchlist:       View:      Get Complete ACGL Trend Analysis ➞

Stock Chart of BlackRock Income Trust, Inc.BKT BlackRock Income Trust, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 357.807 Millions
Recent Price: 11.36    
Smart Investing & Trading Score: 17
Day Percent Change: 1.16%    
Day Change: 0.13
Week Change: 0.71%    
Year-to-date Change: -6.7%
BKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKT to Watchlist:       View:      Get Complete BKT Trend Analysis ➞

Stock Chart of PIMCO New York Municipal Income Fund IIPNI PIMCO New York Municipal Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 100.707 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 25
Day Percent Change: 0.74%    
Day Change: 0.05
Week Change: 0.7%    
Year-to-date Change: -5.3%
PNI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNI to Watchlist:       View:      Get Complete PNI Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.25    
Smart Investing & Trading Score: 43
Day Percent Change: 0.49%    
Day Change: 0.05
Week Change: 0.69%    
Year-to-date Change: 1.6%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.36    
Smart Investing & Trading Score: 7
Day Percent Change: 1.63%    
Day Change: 0.07
Week Change: 0.69%    
Year-to-date Change: -12.1%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Prudential plcPUK Prudential plc
Sector: Financials
SubSector: Life Insurance
MarketCap: 28247.4 Millions
Recent Price: 17.64    
Smart Investing & Trading Score: 32
Day Percent Change: 2.20%    
Day Change: 0.38
Week Change: 0.68%    
Year-to-date Change: -21.4%
PUK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PUK to Watchlist:       View:      Get Complete PUK Trend Analysis ➞

Stock Chart of Western Asset Investment Grade Income Fund Inc.PAI Western Asset Investment Grade Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 109.607 Millions
Recent Price: 11.94    
Smart Investing & Trading Score: 17
Day Percent Change: 2.05%    
Day Change: 0.24
Week Change: 0.67%    
Year-to-date Change: -0.8%
PAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PAI to Watchlist:       View:      Get Complete PAI Trend Analysis ➞

Stock Chart of Colony Bankcorp, Inc.CBAN Colony Bankcorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 115.559 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 35
Day Percent Change: 1.82%    
Day Change: 0.19
Week Change: 0.66%    
Year-to-date Change: -20.0%
CBAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBAN to Watchlist:       View:      Get Complete CBAN Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.78    
Smart Investing & Trading Score: 7
Day Percent Change: 1.03%    
Day Change: 0.11
Week Change: 0.65%    
Year-to-date Change: -2.8%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Unity Bancorp, Inc.UNTY Unity Bancorp, Inc.
Sector: Financials
SubSector: Money Center Banks
MarketCap: 149.099 Millions
Recent Price: 26.44    
Smart Investing & Trading Score: 18
Day Percent Change: 0.30%    
Day Change: 0.08
Week Change: 0.65%    
Year-to-date Change: -10.7%
UNTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UNTY to Watchlist:       View:      Get Complete UNTY Trend Analysis ➞

Stock Chart of WhiteHorse Finance, Inc.WHF WhiteHorse Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 156.903 Millions
Recent Price: 12.37    
Smart Investing & Trading Score: 70
Day Percent Change: -0.48%    
Day Change: -0.06
Week Change: 0.65%    
Year-to-date Change: 0.6%
WHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHF to Watchlist:       View:      Get Complete WHF Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.74    
Smart Investing & Trading Score: 23
Day Percent Change: 0.64%    
Day Change: 0.07
Week Change: 0.64%    
Year-to-date Change: 3.8%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of Angel Oak Mortgage REIT, Inc.AOMR Angel Oak Mortgage REIT, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 202 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 68
Day Percent Change: 2.12%    
Day Change: 0.23
Week Change: 0.64%    
Year-to-date Change: 4.5%
AOMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOMR to Watchlist:       View:      Get Complete AOMR Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECCC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 592 Millions
Recent Price: 22.02    
Smart Investing & Trading Score: 75
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.64%    
Year-to-date Change: 2.1%
ECCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECCC to Watchlist:       View:      Get Complete ECCC Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 23.94    
Smart Investing & Trading Score: 10
Day Percent Change: 0.88%    
Day Change: 0.21
Week Change: 0.63%    
Year-to-date Change: -4.2%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

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