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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 20, 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: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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%
CXEMFS High Closed-End Fund - Debt3.48170.00%-1.14%
VTNInvesco Trust Closed-End Fund - Debt10.45300.10%-1.14%
ARDCAres Dynamic Asset Mgmt13.8744-0.54%-1.14%
AGNCNAGNC  Mortgage25.11250.00%-1.15%
BHFAMBrighthouse  Insurance - Life15.53321.70%-1.15%
FUNCFirst United Regional Banks22.18300.36%-1.16%
HBANPHuntington Bancshares Banks - Regional17.67320.11%-1.17%
PDTJohn Hancock Closed-End Fund - Debt10.92550.74%-1.18%
FBCVFidelity Blue Exchange Traded Fund29.98681.08%-1.18%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.07370.58%-1.19%
MEGIMainStay CBRE Closed-End Fund - Equity11.65321.06%-1.19%
LAZLazard  Asset Mgmt37.91370.21%-1.20%
CHMICherry Hill Mortgage3.30421.23%-1.20%
CIKCredit Suisse Asset Mgmt2.86250.00%-1.21%
ROICRetail Opportunity REIT - Retail12.28451.57%-1.21%
SBIWestern Asset Asset Mgmt7.74310.13%-1.21%
OPPRiverNorth/DoubleLine Strategic Asset Mgmt8.1723-0.49%-1.21%
PFEBInnovator S&P Exchange Traded Fund33.4144-0.42%-1.21%
SAMGSilvercrest Asset Asset Mgmt14.62323.39%-1.22%
HIWHighwoods Properties REIT - Office24.18680.92%-1.23%
FHIFederated Hermes Asset Mgmt35.29540.94%-1.23%
KJANInnovator Russell Exchange Traded Fund33.83310.15%-1.23%
RPARRPAR Risk Exchange Traded Fund18.64480.35%-1.25%
HYBNew America Closed-End Fund - Debt7.04320.00%-1.26%
NXJNuveen New Asset Mgmt11.7910-0.51%-1.26%
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 7.39% and is currently outperforming the overall market by 4.01% 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: 63
YTD Performance: 7.39%
**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 [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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%] Hywin [-57%] Fathom [-57%]
FRP [-52%] AlTi Global[-49%] eHealth [-49%]
Fanhua [-47%] Upstart [-46%] C&F [-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
BancFirst [100] Old Second[100] Tejon Ranch[100]
United Fire[100] Victory Capital[100] Wells Fargo[100]
Macatawa Bank[100] Amerisafe [100] ASA Gold[100]
Stellus Capital[100] Golub Capital[100] Fidus [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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.42481.190.336.16%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41422.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47221.590.13-7.54%
EUFNEurope Financials  21.95480.370.274.72%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 MFS High Income Municipal TrustCXE MFS High Income Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 129.807 Millions
Recent Price: 3.48    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.14%    
Year-to-date Change: -2.0%
CXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CXE to Watchlist:       View:      Get Complete CXE Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.45    
Smart Investing & Trading Score: 30
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -1.14%    
Year-to-date Change: 0.4%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 13.87    
Smart Investing & Trading Score: 44
Day Percent Change: -0.54%    
Day Change: -0.08
Week Change: -1.14%    
Year-to-date Change: 0.9%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCN AGNC Investment Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 8280.89 Millions
Recent Price: 25.11    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.15%    
Year-to-date Change: 1.1%
AGNCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCN to Watchlist:       View:      Get Complete AGNCN Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAM Brighthouse Financial, Inc.
Sector: Financials
SubSector: Insurance - Life
MarketCap: 3170 Millions
Recent Price: 15.53    
Smart Investing & Trading Score: 32
Day Percent Change: 1.70%    
Day Change: 0.26
Week Change: -1.15%    
Year-to-date Change: 0.6%
BHFAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAM to Watchlist:       View:      Get Complete BHFAM Trend Analysis ➞

Stock Chart of First United CorporationFUNC First United Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 106.859 Millions
Recent Price: 22.18    
Smart Investing & Trading Score: 30
Day Percent Change: 0.36%    
Day Change: 0.08
Week Change: -1.16%    
Year-to-date Change: -5.7%
FUNC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FUNC to Watchlist:       View:      Get Complete FUNC Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANP Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 17.67    
Smart Investing & Trading Score: 32
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: -1.17%    
Year-to-date Change: -1.6%
HBANP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANP to Watchlist:       View:      Get Complete HBANP Trend Analysis ➞

Stock Chart of John Hancock Premium Dividend FundPDT John Hancock Premium Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 404.207 Millions
Recent Price: 10.92    
Smart Investing & Trading Score: 55
Day Percent Change: 0.74%    
Day Change: 0.08
Week Change: -1.18%    
Year-to-date Change: 2.5%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Fidelity Blue Chip Value ETFFBCV Fidelity Blue Chip Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.98    
Smart Investing & Trading Score: 68
Day Percent Change: 1.08%    
Day Change: 0.32
Week Change: -1.18%    
Year-to-date Change: 2.8%
FBCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBCV to Watchlist:       View:      Get Complete FBCV Trend Analysis ➞

Stock Chart of Cohen & Steers Limited Duration Preferred and Income Fund, Inc.LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 491.507 Millions
Recent Price: 19.07    
Smart Investing & Trading Score: 37
Day Percent Change: 0.58%    
Day Change: 0.11
Week Change: -1.19%    
Year-to-date Change: 3.5%
LDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LDP to Watchlist:       View:      Get Complete LDP Trend Analysis ➞

Stock Chart of MainStay CBRE Global Infrastructure Megatrends FundMEGI MainStay CBRE Global Infrastructure Megatrends Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 713 Millions
Recent Price: 11.65    
Smart Investing & Trading Score: 32
Day Percent Change: 1.06%    
Day Change: 0.12
Week Change: -1.19%    
Year-to-date Change: -10.3%
MEGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MEGI to Watchlist:       View:      Get Complete MEGI Trend Analysis ➞

Stock Chart of Lazard LtdLAZ Lazard Ltd
Sector: Financials
SubSector: Asset Management
MarketCap: 3061.13 Millions
Recent Price: 37.91    
Smart Investing & Trading Score: 37
Day Percent Change: 0.21%    
Day Change: 0.08
Week Change: -1.2%    
Year-to-date Change: 8.9%
LAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LAZ to Watchlist:       View:      Get Complete LAZ Trend Analysis ➞

Stock Chart of Cherry Hill Mortgage Investment CorporationCHMI Cherry Hill Mortgage Investment Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 124.839 Millions
Recent Price: 3.30    
Smart Investing & Trading Score: 42
Day Percent Change: 1.23%    
Day Change: 0.04
Week Change: -1.2%    
Year-to-date Change: -18.3%
CHMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMI to Watchlist:       View:      Get Complete CHMI Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.86    
Smart Investing & Trading Score: 25
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.21%    
Year-to-date Change: -8.6%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Retail Opportunity Investments Corp.ROIC Retail Opportunity Investments Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 943.414 Millions
Recent Price: 12.28    
Smart Investing & Trading Score: 45
Day Percent Change: 1.57%    
Day Change: 0.19
Week Change: -1.21%    
Year-to-date Change: -12.5%
ROIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROIC to Watchlist:       View:      Get Complete ROIC Trend Analysis ➞

Stock Chart of Western Asset Intermediate Muni Fund Inc.SBI Western Asset Intermediate Muni Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 109.803 Millions
Recent Price: 7.74    
Smart Investing & Trading Score: 31
Day Percent Change: 0.13%    
Day Change: 0.01
Week Change: -1.21%    
Year-to-date Change: 0.5%
SBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBI to Watchlist:       View:      Get Complete SBI 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: 8.17    
Smart Investing & Trading Score: 23
Day Percent Change: -0.49%    
Day Change: -0.04
Week Change: -1.21%    
Year-to-date Change: -2.3%
OPP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPP to Watchlist:       View:      Get Complete OPP Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   FebruaryPFEB Innovator S&P 500 Power Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.41    
Smart Investing & Trading Score: 44
Day Percent Change: -0.42%    
Day Change: -0.14
Week Change: -1.21%    
Year-to-date Change: 2.3%
PFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFEB to Watchlist:       View:      Get Complete PFEB Trend Analysis ➞

Stock Chart of Silvercrest Asset Management Group Inc.SAMG Silvercrest Asset Management Group Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 116.303 Millions
Recent Price: 14.62    
Smart Investing & Trading Score: 32
Day Percent Change: 3.39%    
Day Change: 0.48
Week Change: -1.22%    
Year-to-date Change: -14.0%
SAMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAMG to Watchlist:       View:      Get Complete SAMG Trend Analysis ➞

Stock Chart of Highwoods Properties, Inc.HIW Highwoods Properties, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 3227.46 Millions
Recent Price: 24.18    
Smart Investing & Trading Score: 68
Day Percent Change: 0.92%    
Day Change: 0.22
Week Change: -1.23%    
Year-to-date Change: 5.3%
HIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIW to Watchlist:       View:      Get Complete HIW Trend Analysis ➞

Stock Chart of Federated Hermes, Inc.FHI Federated Hermes, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1883.03 Millions
Recent Price: 35.29    
Smart Investing & Trading Score: 54
Day Percent Change: 0.94%    
Day Change: 0.33
Week Change: -1.23%    
Year-to-date Change: 4.2%
FHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHI to Watchlist:       View:      Get Complete FHI 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: 33.83    
Smart Investing & Trading Score: 31
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: -1.23%    
Year-to-date Change: -1.5%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of RPAR Risk Parity ETFRPAR RPAR Risk Parity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 18.64    
Smart Investing & Trading Score: 48
Day Percent Change: 0.35%    
Day Change: 0.07
Week Change: -1.25%    
Year-to-date Change: -2.6%
RPAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RPAR to Watchlist:       View:      Get Complete RPAR 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: 7.04    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.26%    
Year-to-date Change: 0.0%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB 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: 11.79    
Smart Investing & Trading Score: 10
Day Percent Change: -0.51%    
Day Change: -0.06
Week Change: -1.26%    
Year-to-date Change: 0.1%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

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