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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 trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 46 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 68 and hence a deterioration of trend.

 Year To Date Performance: 8.6 %
 Weekly Performance: 1.13 %
 Daily Performance: -0.69 %
12Stocks.com
Financial Sector Trend
46 / 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%
WHGWestwood  Asset Mgmt13.07710.19%4.02%
JFRNuveen Floating Closed-End Fund - Debt8.5556-1.04%4.01%
CIFRCipher Mining Capital Markets4.2888-8.85%4.01%
DWAWAdvisorShares Dorsey Exchange Traded Fund35.42510.00%3.97%
PHDPioneer Floating Closed-End Fund - Debt9.5336-0.26%3.93%
XHRXenia Hotels REIT14.1561-2.58%3.93%
BHFAPBrighthouse  Life Insurance22.4910-1.75%3.88%
TECBiShares U.S. Exchange Traded Fund44.5951-1.83%3.77%
PDTJohn Hancock Closed-End Fund - Debt11.0561-1.52%3.76%
FPFFirst Trust Closed-End Fund - Debt16.9212-1.38%3.76%
JQCNuveen Credit Closed-End Fund - Debt5.4256-1.55%3.74%
SAFTSafety Insurance Insurance78.8055-3.54%3.70%
MCACMountain Crest SPAC11.23680.00%3.69%
HPFJohn Hancock Closed-End Fund - Debt16.36100-3.08%3.68%
PMAYInnovator S&P Exchange Traded Fund32.6065-0.11%3.67%
NMZNuveen Municipal Asset Mgmt10.2461-0.49%3.64%
WELLWelltower  REIT93.4580-0.27%3.64%
BGTBlackRock Floating Closed-End Fund - Debt12.8351-1.23%3.63%
BANCBanc of California Regional Banks13.9117-1.24%3.61%
FCAPFirst Capital S&L28.90683.77%3.58%
NMIHNMI  Insurance30.7442-0.13%3.57%
SKTTanger Factory REIT - Retail28.70900.19%3.55%
VVRInvesco Senior Closed-End Fund - Debt4.2534-0.35%3.54%
MRCCMonroe Capital Mortgage7.32720.48%3.54%
LDPCohen & Steers Duration Preferred and ome Fund Closed-End Fund - Debt19.0838-1.04%3.53%
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 8.6% and is currently outperforming the overall market by 3.75% 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: Not Good
Overall Trend Score: 46
YTD Performance: 8.6%
**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 [465%] Hippo [126%] Gladstone Capital[99%]
Banco Macro[72%] Grupo Financiero[71%] Banco BBVA[67%]
Yiren Digital[60%] Heritage Insurance[60%] B. Riley[58%]
Fidelis Insurance[55%] First [52%] EverQuote [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[65.7%] Oportun [41%] Provident Bancorp[18%]
Root [14.3%] First Citizens[14%] Deutsche Bank[12%]
Globe Life[11.9%] TOP [11.5%] Cipher Mining[11.3%]
Trustmark [10.5%] Barclays [9.8%] Bank of N.T. Butterfield & Son[9.5%]
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[-73%] New York[-70%] Texas Pacific[-62%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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] Deutsche Bank[100] Central Pacific[100]
Virtu [100] Trustmark [100] TCG BDC[100]
Third Coast[100] Capital Southwest[100] Fidus [100]
UDR [100] AvalonBay Communities[100] Main Street[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  40.8446-0.691.138.6%
IAIBroker-Dealers & Secs 111.9133-0.880.793.11%
IYFFinancials  92.3068-0.711.18.07%
IYGFinancial Services  64.5876-0.511.838.11%
KRERegional Banking  48.2167-1.631.88-8.05%
IXGGlobal Financials  83.8453-0.731.196.7%
VFHFinancials  98.9568-0.771.237.26%
KBEBank  45.2248-1.611.82-1.74%
FASFinancial Bull 3X 101.2548-1.893.3922.5%
FAZFinancial Bear 3X 10.83472.07-3.3-20.78%
UYGFinancials  63.6656-1.671.9515.33%
IATRegional Banks  41.6993-1.232.33-0.36%
KIEInsurance  49.2051-0.950.248.8%
PSCFSmallCap Financials  47.04580.013.46-4.35%
EUFNEurope Financials  22.3168-0.511.626.42%
PGFFinancial Preferred  14.5637-1.150.21-0.14%
 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 Westwood Holdings Group, Inc.WHG Westwood Holdings Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 172.103 Millions
Recent Price: 13.07    
Smart Investing & Trading Score: 71
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 1.75%    
Year-to-date Change: 4.0%
WHG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WHG to Watchlist:       View:      Get Complete WHG 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: 8.55    
Smart Investing & Trading Score: 56
Day Percent Change: -1.04%    
Day Change: -0.09
Week Change: -0.35%    
Year-to-date Change: 4.0%
JFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JFR to Watchlist:       View:      Get Complete JFR Trend Analysis ➞

Stock Chart of Cipher Mining Inc.CIFR Cipher Mining Inc.
Sector: Financials
SubSector: Capital Markets
MarketCap: 712 Millions
Recent Price: 4.28    
Smart Investing & Trading Score: 88
Day Percent Change: -8.85%    
Day Change: -0.42
Week Change: 11.33%    
Year-to-date Change: 4.0%
CIFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIFR to Watchlist:       View:      Get Complete CIFR Trend Analysis ➞

Stock Chart of AdvisorShares Dorsey Wright FSM All Cap World ETFDWAW AdvisorShares Dorsey Wright FSM All Cap World ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.42    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 2.95%    
Year-to-date Change: 4.0%
DWAW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DWAW to Watchlist:       View:      Get Complete DWAW Trend Analysis ➞

Stock Chart of Pioneer Floating Rate TrustPHD Pioneer Floating Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 178.307 Millions
Recent Price: 9.53    
Smart Investing & Trading Score: 36
Day Percent Change: -0.26%    
Day Change: -0.03
Week Change: -0.63%    
Year-to-date Change: 3.9%
PHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHD to Watchlist:       View:      Get Complete PHD Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 14.15    
Smart Investing & Trading Score: 61
Day Percent Change: -2.58%    
Day Change: -0.38
Week Change: 1.11%    
Year-to-date Change: 3.9%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of Brighthouse Financial, Inc.BHFAP Brighthouse Financial, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 1936.76 Millions
Recent Price: 22.49    
Smart Investing & Trading Score: 10
Day Percent Change: -1.75%    
Day Change: -0.40
Week Change: -0.66%    
Year-to-date Change: 3.9%
BHFAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHFAP to Watchlist:       View:      Get Complete BHFAP 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: 44.59    
Smart Investing & Trading Score: 51
Day Percent Change: -1.83%    
Day Change: -0.83
Week Change: -0.45%    
Year-to-date Change: 3.8%
TECB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TECB to Watchlist:       View:      Get Complete TECB 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: 11.05    
Smart Investing & Trading Score: 61
Day Percent Change: -1.52%    
Day Change: -0.17
Week Change: 1.19%    
Year-to-date Change: 3.8%
PDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDT to Watchlist:       View:      Get Complete PDT 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: 16.92    
Smart Investing & Trading Score: 12
Day Percent Change: -1.38%    
Day Change: -0.24
Week Change: -0.8%    
Year-to-date Change: 3.8%
FPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPF to Watchlist:       View:      Get Complete FPF 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: 5.42    
Smart Investing & Trading Score: 56
Day Percent Change: -1.55%    
Day Change: -0.08
Week Change: 0.09%    
Year-to-date Change: 3.7%
JQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JQC to Watchlist:       View:      Get Complete JQC Trend Analysis ➞

Stock Chart of Safety Insurance Group, Inc.SAFT Safety Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 1145.12 Millions
Recent Price: 78.80    
Smart Investing & Trading Score: 55
Day Percent Change: -3.54%    
Day Change: -2.89
Week Change: -3.88%    
Year-to-date Change: 3.7%
SAFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAFT to Watchlist:       View:      Get Complete SAFT Trend Analysis ➞

Stock Chart of Mountain Crest Acquisition CorpMCAC Mountain Crest Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 80157 Millions
Recent Price: 11.23    
Smart Investing & Trading Score: 68
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 3.7%
MCAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCAC to Watchlist:       View:      Get Complete MCAC 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: 100
Day Percent Change: -3.08%    
Day Change: -0.52
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 Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.60    
Smart Investing & Trading Score: 65
Day Percent Change: -0.11%    
Day Change: -0.04
Week Change: 0.26%    
Year-to-date Change: 3.7%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY Trend Analysis ➞

Stock Chart of Nuveen Municipal High Income Opportunity FundNMZ Nuveen Municipal High Income Opportunity Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 845.303 Millions
Recent Price: 10.24    
Smart Investing & Trading Score: 61
Day Percent Change: -0.49%    
Day Change: -0.05
Week Change: 0.59%    
Year-to-date Change: 3.6%
NMZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMZ to Watchlist:       View:      Get Complete NMZ Trend Analysis ➞

Stock Chart of Welltower Inc.WELL Welltower Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 21398.8 Millions
Recent Price: 93.45    
Smart Investing & Trading Score: 80
Day Percent Change: -0.27%    
Day Change: -0.25
Week Change: 2.33%    
Year-to-date Change: 3.6%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL 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: 12.83    
Smart Investing & Trading Score: 51
Day Percent Change: -1.23%    
Day Change: -0.16
Week Change: 0.16%    
Year-to-date Change: 3.6%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Banc of California, Inc.BANC Banc of California, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 459.929 Millions
Recent Price: 13.91    
Smart Investing & Trading Score: 17
Day Percent Change: -1.24%    
Day Change: -0.18
Week Change: 0.4%    
Year-to-date Change: 3.6%
BANC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANC to Watchlist:       View:      Get Complete BANC Trend Analysis ➞

Stock Chart of First Capital, Inc.FCAP First Capital, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.03 Millions
Recent Price: 28.90    
Smart Investing & Trading Score: 68
Day Percent Change: 3.77%    
Day Change: 1.05
Week Change: 2.85%    
Year-to-date Change: 3.6%
FCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCAP to Watchlist:       View:      Get Complete FCAP Trend Analysis ➞

Stock Chart of NMI Holdings, Inc.NMIH NMI Holdings, Inc.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 816.018 Millions
Recent Price: 30.74    
Smart Investing & Trading Score: 42
Day Percent Change: -0.13%    
Day Change: -0.04
Week Change: 2.36%    
Year-to-date Change: 3.6%
NMIH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMIH to Watchlist:       View:      Get Complete NMIH Trend Analysis ➞

Stock Chart of Tanger Factory Outlet Centers, Inc.SKT Tanger Factory Outlet Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 720.214 Millions
Recent Price: 28.70    
Smart Investing & Trading Score: 90
Day Percent Change: 0.19%    
Day Change: 0.05
Week Change: 7.63%    
Year-to-date Change: 3.6%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of Invesco Senior Income TrustVVR Invesco Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 507.307 Millions
Recent Price: 4.25    
Smart Investing & Trading Score: 34
Day Percent Change: -0.35%    
Day Change: -0.01
Week Change: -0.12%    
Year-to-date Change: 3.5%
VVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VVR to Watchlist:       View:      Get Complete VVR Trend Analysis ➞

Stock Chart of Monroe Capital CorporationMRCC Monroe Capital Corporation
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 139.439 Millions
Recent Price: 7.32    
Smart Investing & Trading Score: 72
Day Percent Change: 0.48%    
Day Change: 0.04
Week Change: 2.52%    
Year-to-date Change: 3.5%
MRCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MRCC to Watchlist:       View:      Get Complete MRCC 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: 19.08    
Smart Investing & Trading Score: 38
Day Percent Change: -1.04%    
Day Change: -0.20
Week Change: 0.05%    
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 ➞

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