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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 %YTD Change%
PYPLPayPal  Credit Services64.84680.64%5.59%
FJUNFT Cboe Exchange Traded Fund46.47580.17%5.59%
ECCEagle Point Closed-End Fund - Debt10.03350.10%5.58%
WRLDWorld Acceptance Credit Services137.7280-1.06%5.51%
BFEBInnovator S&P Exchange Traded Fund38.65580.10%5.51%
MTGMGIC  Insurance20.35650.25%5.50%
FHNFirst Horizon Regional Banks14.93760.34%5.44%
BMAYInnovator S&P Exchange Traded Fund35.7178-0.01%5.44%
MSTBLHA Market Exchange Traded Fund30.37630.15%5.40%
NPFDNuveen Variable Closed-End Fund - Equity17.0939-0.52%5.40%
JQCNuveen Credit Closed-End Fund - Debt5.5056-0.18%5.36%
PDTJohn Hancock Closed-End Fund - Debt11.2261-0.09%5.35%
USALiberty All-Star Closed-End Fund - Equity6.7243-0.30%5.33%
AJGArthur J. Insurance236.8151-0.45%5.31%
TRMKTrustmark  Regional Banks29.361006.57%5.31%
PFBCPreferred Bank Regional Banks76.89100-0.06%5.26%
CSGPCoStar  Property Mgmt91.95708.66%5.22%
PTYPIMCO Corporate Closed-End Fund - Debt13.9323-0.07%5.21%
FPFFirst Trust Closed-End Fund - Debt17.16120.00%5.21%
ETXEaton Vance Asset Mgmt18.24931.16%5.19%
RMRegional Management Credit Services26.381000.53%5.18%
NTBBank of N.T. Butterfield & Son Foreign Banks33.66805.09%5.15%
AGNCLAGNC  REIT - Mortgage23.10650.65%5.14%
DWUSAdvisorShares Dorsey Exchange Traded Fund42.28581.85%5.13%
JFRNuveen Floating Closed-End Fund - Debt8.6456-0.12%5.11%
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 PayPal Holdings, Inc.PYPL PayPal Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 108949 Millions
Recent Price: 64.84    
Smart Investing & Trading Score: 68
Day Percent Change: 0.64%    
Day Change: 0.41
Week Change: 4.06%    
Year-to-date Change: 5.6%
PYPL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PYPL to Watchlist:       View:      Get Complete PYPL Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   JuneFJUN FT Cboe Vest US Eq Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 46.47    
Smart Investing & Trading Score: 58
Day Percent Change: 0.17%    
Day Change: 0.08
Week Change: 1.64%    
Year-to-date Change: 5.6%
FJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FJUN to Watchlist:       View:      Get Complete FJUN Trend Analysis ➞

Stock Chart of Eagle Point Credit Company Inc.ECC Eagle Point Credit Company Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 173.207 Millions
Recent Price: 10.03    
Smart Investing & Trading Score: 35
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.7%    
Year-to-date Change: 5.6%
ECC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECC to Watchlist:       View:      Get Complete ECC Trend Analysis ➞

Stock Chart of World Acceptance CorporationWRLD World Acceptance Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 486.408 Millions
Recent Price: 137.72    
Smart Investing & Trading Score: 80
Day Percent Change: -1.06%    
Day Change: -1.48
Week Change: 3.26%    
Year-to-date Change: 5.5%
WRLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WRLD to Watchlist:       View:      Get Complete WRLD 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 MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 20.35    
Smart Investing & Trading Score: 65
Day Percent Change: 0.25%    
Day Change: 0.05
Week Change: 2.62%    
Year-to-date Change: 5.5%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG Trend Analysis ➞

Stock Chart of First Horizon National CorporationFHN First Horizon National Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2661.05 Millions
Recent Price: 14.93    
Smart Investing & Trading Score: 76
Day Percent Change: 0.34%    
Day Change: 0.05
Week Change: 2.05%    
Year-to-date Change: 5.4%
FHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHN to Watchlist:       View:      Get Complete FHN Trend Analysis ➞

Stock Chart of Innovator S&P 500 Buffer ETF   MayBMAY Innovator S&P 500 Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.71    
Smart Investing & Trading Score: 78
Day Percent Change: -0.01%    
Day Change: 0.00
Week Change: 0.99%    
Year-to-date Change: 5.4%
BMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAY to Watchlist:       View:      Get Complete BMAY Trend Analysis ➞

Stock Chart of LHA Market State Tactical Beta ETFMSTB LHA Market State Tactical Beta ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.37    
Smart Investing & Trading Score: 63
Day Percent Change: 0.15%    
Day Change: 0.05
Week Change: 0.87%    
Year-to-date Change: 5.4%
MSTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSTB to Watchlist:       View:      Get Complete MSTB Trend Analysis ➞

Stock Chart of Nuveen Variable Rate Preferred & Income FundNPFD Nuveen Variable Rate Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 374 Millions
Recent Price: 17.09    
Smart Investing & Trading Score: 39
Day Percent Change: -0.52%    
Day Change: -0.09
Week Change: 1.3%    
Year-to-date Change: 5.4%
NPFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPFD to Watchlist:       View:      Get Complete NPFD Trend Analysis ➞

Stock Chart of Nuveen Credit Strategies Income FundJQC Nuveen Credit Strategies Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 638.707 Millions
Recent Price: 5.50    
Smart Investing & Trading Score: 56
Day Percent Change: -0.18%    
Day Change: -0.01
Week Change: 1.66%    
Year-to-date Change: 5.4%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC 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: 11.22    
Smart Investing & Trading Score: 61
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 2.75%    
Year-to-date Change: 5.4%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT Trend Analysis ➞

Stock Chart of Liberty All-Star Equity FundUSA Liberty All-Star Equity Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 839.547 Millions
Recent Price: 6.72    
Smart Investing & Trading Score: 43
Day Percent Change: -0.30%    
Day Change: -0.02
Week Change: 2.75%    
Year-to-date Change: 5.3%
USA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USA to Watchlist:       View:      Get Complete USA Trend Analysis ➞

Stock Chart of Arthur J. Gallagher & Co.AJG Arthur J. Gallagher & Co.
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 14852.2 Millions
Recent Price: 236.81    
Smart Investing & Trading Score: 51
Day Percent Change: -0.45%    
Day Change: -1.06
Week Change: 0.1%    
Year-to-date Change: 5.3%
AJG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJG to Watchlist:       View:      Get Complete AJG Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 29.36    
Smart Investing & Trading Score: 100
Day Percent Change: 6.57%    
Day Change: 1.81
Week Change: 9.84%    
Year-to-date Change: 5.3%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of Preferred BankPFBC Preferred Bank
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 559.629 Millions
Recent Price: 76.89    
Smart Investing & Trading Score: 100
Day Percent Change: -0.06%    
Day Change: -0.05
Week Change: 3.49%    
Year-to-date Change: 5.3%
PFBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFBC to Watchlist:       View:      Get Complete PFBC Trend Analysis ➞

Stock Chart of CoStar Group, Inc.CSGP CoStar Group, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 21454.4 Millions
Recent Price: 91.95    
Smart Investing & Trading Score: 70
Day Percent Change: 8.66%    
Day Change: 7.33
Week Change: 9.13%    
Year-to-date Change: 5.2%
CSGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSGP to Watchlist:       View:      Get Complete CSGP Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 13.93    
Smart Investing & Trading Score: 23
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: 1.6%    
Year-to-date Change: 5.2%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY Trend Analysis ➞

Stock Chart of First Trust Intermediate Duration Preferred & Income FundFPF First Trust Intermediate Duration Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 918.707 Millions
Recent Price: 17.16    
Smart Investing & Trading Score: 12
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.59%    
Year-to-date Change: 5.2%
FPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPF to Watchlist:       View:      Get Complete FPF 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: 18.24    
Smart Investing & Trading Score: 93
Day Percent Change: 1.16%    
Day Change: 0.21
Week Change: 1.5%    
Year-to-date Change: 5.2%
ETX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETX to Watchlist:       View:      Get Complete ETX Trend Analysis ➞

Stock Chart of Regional Management Corp.RM Regional Management Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 148.008 Millions
Recent Price: 26.38    
Smart Investing & Trading Score: 100
Day Percent Change: 0.53%    
Day Change: 0.14
Week Change: 4.68%    
Year-to-date Change: 5.2%
RM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RM to Watchlist:       View:      Get Complete RM Trend Analysis ➞

Stock Chart of The Bank of N.T. Butterfield & Son LimitedNTB The Bank of N.T. Butterfield & Son Limited
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 889.379 Millions
Recent Price: 33.66    
Smart Investing & Trading Score: 80
Day Percent Change: 5.09%    
Day Change: 1.63
Week Change: 8.37%    
Year-to-date Change: 5.2%
NTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NTB to Watchlist:       View:      Get Complete NTB Trend Analysis ➞

Stock Chart of AGNC Investment Corp.AGNCL AGNC Investment Corp.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 6030 Millions
Recent Price: 23.10    
Smart Investing & Trading Score: 65
Day Percent Change: 0.65%    
Day Change: 0.15
Week Change: 1.32%    
Year-to-date Change: 5.1%
AGNCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGNCL to Watchlist:       View:      Get Complete AGNCL Trend Analysis ➞

Stock Chart of AdvisorShares Dorsey Wright FSM US Core ETFDWUS AdvisorShares Dorsey Wright FSM US Core ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.28    
Smart Investing & Trading Score: 58
Day Percent Change: 1.85%    
Day Change: 0.77
Week Change: 2.87%    
Year-to-date Change: 5.1%
DWUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWUS to Watchlist:       View:      Get Complete DWUS Trend Analysis ➞

Stock Chart of Nuveen Floating Rate Income FundJFR Nuveen Floating Rate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 345.007 Millions
Recent Price: 8.64    
Smart Investing & Trading Score: 56
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 0.7%    
Year-to-date Change: 5.1%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

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