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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 36 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to 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
36 / 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%
AIZAssurant  Insurance170.0836-0.60%0.94%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.03300.57%0.94%
FLVAmerican Century Exchange Traded Fund61.7518-0.15%0.94%
SIGISelective Insurance Insurance100.408-1.45%0.92%
SBIWestern Asset Asset Mgmt7.77170.00%0.91%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.68170.41%0.89%
ETGEaton Vance Closed-End Fund - Equity17.2523-0.12%0.88%
DLRDigital Realty REIT - Office135.750-0.50%0.87%
GINNGoldman Sachs Exchange Traded Fund52.8726-0.25%0.85%
IQSIIQ Candriam Exchange Traded Fund28.4510-0.11%0.85%
BKNBlackRock  Closed-End Fund - Debt11.96530.50%0.84%
OXLCOOxford Lane Asset Mgmt22.2381.11%0.84%
GBLIGlobal Indemnity Insurance32.50750.00%0.81%
IGDVoya Global Closed-End Fund - Foreign5.01180.20%0.80%
BBMCJPMorgan BetaBuilders Exchange Traded Fund85.5726-1.13%0.80%
NWLINational Western Life Insurance486.8013-0.21%0.78%
EVTEaton Vance Closed-End Fund - Equity22.4243-0.04%0.76%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.02170.63%0.75%
PFDFlaherty & Crumrine Preferred ome Fund Closed-End Fund - Debt9.95220.61%0.71%
ACTEnact  Insurance - Specialty29.2843-0.10%0.69%
CFFSCF Acquisition SPAC10.92180.00%0.69%
NXJNuveen New Asset Mgmt11.86170.42%0.68%
LCGSterling Capital Exchange Traded Fund28.6410-0.38%0.67%
FPHFive Point REIT - 3.09170.98%0.65%
MKLMarkel  Insurance1428.51180.34%0.61%
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: 36
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
Medical Properties[100] BlackRock MuniYield[100] Western Asset[100]
Stellus Capital[100] Kernel [100] Victory Capital[95]
Macatawa Bank[93] TCG BDC[90] Sprott Physical[90]
Sprott Physical[90] Thunder Bridge[88] Charles Schwab[88]
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  39.69360.25-0.925.56%
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 93.21360.58-3.1312.78%
FAZFinancial Bear 3X 11.7659-0.593.07-13.97%
UYGFinancials  60.33360.45-1.859.29%
IATRegional Banks  39.63100.03-2-5.28%
KIEInsurance  47.7223-0.73-1.245.53%
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 Assurant, Inc.AIZ Assurant, Inc.
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 6110.3 Millions
Recent Price: 170.08    
Smart Investing & Trading Score: 36
Day Percent Change: -0.60%    
Day Change: -1.02
Week Change: -2.36%    
Year-to-date Change: 0.9%
AIZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIZ to Watchlist:       View:      Get Complete AIZ 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: 14.03    
Smart Investing & Trading Score: 30
Day Percent Change: 0.57%    
Day Change: 0.08
Week Change: -0.57%    
Year-to-date Change: 0.9%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

Stock Chart of American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 61.75    
Smart Investing & Trading Score: 18
Day Percent Change: -0.15%    
Day Change: -0.09
Week Change: -1.1%    
Year-to-date Change: 0.9%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGI Selective Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3039.12 Millions
Recent Price: 100.40    
Smart Investing & Trading Score: 8
Day Percent Change: -1.45%    
Day Change: -1.48
Week Change: -0.78%    
Year-to-date Change: 0.9%
SIGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGI to Watchlist:       View:      Get Complete SIGI 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: 7.77    
Smart Investing & Trading Score: 17
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.83%    
Year-to-date Change: 0.9%
SBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBI to Watchlist:       View:      Get Complete SBI Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.68    
Smart Investing & Trading Score: 17
Day Percent Change: 0.41%    
Day Change: 0.06
Week Change: -1%    
Year-to-date Change: 0.9%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 759.147 Millions
Recent Price: 17.25    
Smart Investing & Trading Score: 23
Day Percent Change: -0.12%    
Day Change: -0.02
Week Change: -1.88%    
Year-to-date Change: 0.9%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of Digital Realty Trust, Inc.DLR Digital Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 27038.6 Millions
Recent Price: 135.75    
Smart Investing & Trading Score: 0
Day Percent Change: -0.50%    
Day Change: -0.68
Week Change: -4.73%    
Year-to-date Change: 0.9%
DLR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DLR to Watchlist:       View:      Get Complete DLR Trend Analysis ➞

Stock Chart of Goldman Sachs Innovate Equity ETFGINN Goldman Sachs Innovate Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 52.87    
Smart Investing & Trading Score: 26
Day Percent Change: -0.25%    
Day Change: -0.13
Week Change: -1.82%    
Year-to-date Change: 0.9%
GINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GINN to Watchlist:       View:      Get Complete GINN Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.45    
Smart Investing & Trading Score: 10
Day Percent Change: -0.11%    
Day Change: -0.03
Week Change: -1.46%    
Year-to-date Change: 0.9%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 11.96    
Smart Investing & Trading Score: 53
Day Percent Change: 0.50%    
Day Change: 0.06
Week Change: -0.83%    
Year-to-date Change: 0.8%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Oxford Lane Capital Corp.OXLCO Oxford Lane Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 718.003 Millions
Recent Price: 22.23    
Smart Investing & Trading Score: 8
Day Percent Change: 1.11%    
Day Change: 0.25
Week Change: 1.01%    
Year-to-date Change: 0.8%
OXLCO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OXLCO to Watchlist:       View:      Get Complete OXLCO Trend Analysis ➞

Stock Chart of Global Indemnity LimitedGBLI Global Indemnity Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 419.412 Millions
Recent Price: 32.50    
Smart Investing & Trading Score: 75
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.8%
GBLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBLI to Watchlist:       View:      Get Complete GBLI Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.01    
Smart Investing & Trading Score: 18
Day Percent Change: 0.20%    
Day Change: 0.01
Week Change: -0.6%    
Year-to-date Change: 0.8%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 85.57    
Smart Investing & Trading Score: 26
Day Percent Change: -1.13%    
Day Change: -0.98
Week Change: -2.43%    
Year-to-date Change: 0.8%
BBMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBMC to Watchlist:       View:      Get Complete BBMC Trend Analysis ➞

Stock Chart of National Western Life Group, Inc.NWLI National Western Life Group, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 529 Millions
Recent Price: 486.80    
Smart Investing & Trading Score: 13
Day Percent Change: -0.21%    
Day Change: -1.01
Week Change: -0.86%    
Year-to-date Change: 0.8%
NWLI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWLI to Watchlist:       View:      Get Complete NWLI Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.42    
Smart Investing & Trading Score: 43
Day Percent Change: -0.04%    
Day Change: -0.01
Week Change: -1.84%    
Year-to-date Change: 0.8%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.02    
Smart Investing & Trading Score: 17
Day Percent Change: 0.63%    
Day Change: 0.05
Week Change: -0.99%    
Year-to-date Change: 0.8%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Fund Inc.PFD Flaherty & Crumrine Preferred Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 111.707 Millions
Recent Price: 9.95    
Smart Investing & Trading Score: 22
Day Percent Change: 0.61%    
Day Change: 0.06
Week Change: -1.49%    
Year-to-date Change: 0.7%
PFD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFD to Watchlist:       View:      Get Complete PFD Trend Analysis ➞

Stock Chart of Enact Holdings, Inc.ACT Enact Holdings, Inc.
Sector: Financials
SubSector: Insurance - Specialty
MarketCap: 4010 Millions
Recent Price: 29.28    
Smart Investing & Trading Score: 43
Day Percent Change: -0.10%    
Day Change: -0.03
Week Change: -1.05%    
Year-to-date Change: 0.7%
ACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACT to Watchlist:       View:      Get Complete ACT Trend Analysis ➞

Stock Chart of CF Acquisition Corp. VIICFFS CF Acquisition Corp. VII
Sector: Financials
SubSector: SPAC
MarketCap: 201 Millions
Recent Price: 10.92    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.7%
CFFS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFS to Watchlist:       View:      Get Complete CFFS 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: 11.86    
Smart Investing & Trading Score: 17
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: -0.67%    
Year-to-date Change: 0.7%
NXJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXJ to Watchlist:       View:      Get Complete NXJ Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.64    
Smart Investing & Trading Score: 10
Day Percent Change: -0.38%    
Day Change: -0.11
Week Change: -2.05%    
Year-to-date Change: 0.7%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of Five Point Holdings, LLCFPH Five Point Holdings, LLC
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 339.953 Millions
Recent Price: 3.09    
Smart Investing & Trading Score: 17
Day Percent Change: 0.98%    
Day Change: 0.03
Week Change: -2.52%    
Year-to-date Change: 0.7%
FPH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPH to Watchlist:       View:      Get Complete FPH Trend Analysis ➞

Stock Chart of Markel CorporationMKL Markel Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 12405.9 Millions
Recent Price: 1428.51    
Smart Investing & Trading Score: 18
Day Percent Change: 0.34%    
Day Change: 4.85
Week Change: -0.28%    
Year-to-date Change: 0.6%
MKL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKL to Watchlist:       View:      Get Complete MKL Trend Analysis ➞

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