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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 26, 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 56 (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: 8.72 %
 Weekly Performance: 1.24 %
 Daily Performance: -0.58 %
12Stocks.com
Financial Sector Trend
56 / 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%
VKIInvesco Advantage Closed-End Fund - Debt8.1623-0.85%-3.43%
NEANuveen AMT-Free  Investments10.6223-0.19%-3.45%
AFBAllianceBernstein National Closed-End Fund - Debt10.4710-0.33%-3.46%
VKQInvesco Municipal Closed-End Fund - Debt9.2030-1.18%-3.46%
FHBFirst Hawaiian Regional Banks22.07100-0.63%-3.46%
GBABGuggenheim Taxable Closed-End Fund - Debt15.6318-0.13%-3.46%
ESGROEnstar  Insurance24.13420.00%-3.48%
NLYAnnaly Capital Mortgage18.69390.59%-3.51%
CMCTCIM Commercial REIT - Industrial3.56631.74%-3.53%
BMEBlackRock Health Closed-End Fund - Equity39.0242-0.71%-3.56%
IIMInvesco Value Closed-End Fund - Debt11.3123-1.31%-3.58%
HIOWestern Asset Closed-End Fund - Debt3.72100.00%-3.63%
OCSLOaktree Specialty Credit Services19.6745-0.10%-3.67%
CRVLCorVel  Insurance238.1258-0.65%-3.68%
WIWWestern Asset Closed-End Fund - Debt8.3520-1.07%-3.69%
STKColumbia Seligman Exchange Traded Fund30.4325-0.13%-3.70%
HQLTekla Life Closed-End Fund - Equity12.9647-1.22%-3.71%
FSKFS KKR Asset Mgmt19.2347-1.13%-3.71%
CHCTCommunity Healthcare REIT25.6568-0.77%-3.72%
EOTEaton Vance Closed-End Fund - Debt16.2925-0.73%-3.72%
MINMFS Intermediate Closed-End Fund - Debt2.58100.19%-3.73%
PIMPutnam Master Closed-End Fund - Debt3.0710-0.61%-3.73%
MGFMFS Government Closed-End Fund - Debt3.0618-0.33%-3.77%
AFGEAmerican  Insurance18.7625-0.68%-3.79%
LCNBLCNB  Regional Banks15.17100-0.59%-3.80%
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 8.72% and is currently outperforming the overall market by 3.56% 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: Deteriorating
Overall Trend Score: 56
YTD Performance: 8.72%
**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 [129%] Gladstone Capital[99%]
Banco Macro[71%] Grupo Financiero[71%] B. Riley[65%]
Banco BBVA[65%] Yiren Digital[62%] Heritage Insurance[60%]
Fidelis Insurance[56%] 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[73.5%] Oportun [34.9%] Provident Bancorp[19.9%]
Cipher Mining[15.4%] First Citizens[14.9%] Root [14.3%]
TOP [14%] Globe Life[13.2%] Deutsche Bank[12.6%]
Trustmark [11.6%] Peakstone Realty[11.4%] Barclays [10.8%]
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] Equity Residential[100]
Third Coast[100] UDR [100] AvalonBay Communities[100]
Capital Southwest[100] LTC Properties[100] Essex Property[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  40.8856-0.581.248.72%
IAIBroker-Dealers & Secs 112.1548-0.661.013.34%
IYFFinancials  92.4968-0.511.38.29%
IYGFinancial Services  64.5676-0.541.88.07%
KRERegional Banking  48.4767-1.102.43-7.55%
IXGGlobal Financials  84.4453-0.031.917.46%
VFHFinancials  99.1268-0.601.47.44%
KBEBank  45.4773-1.072.39-1.2%
FASFinancial Bull 3X 101.4361-1.723.5722.72%
FAZFinancial Bear 3X 10.79401.70-3.66-21.07%
UYGFinancials  63.9256-1.272.3715.8%
IATRegional Banks  41.8593-0.852.720.02%
KIEInsurance  49.3051-0.740.459.02%
PSCFSmallCap Financials  46.2965-1.591.8-5.88%
EUFNEurope Financials  22.3468-0.361.786.58%
PGFFinancial Preferred  14.5737-1.090.28-0.07%
 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 Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.16    
Smart Investing & Trading Score: 23
Day Percent Change: -0.85%    
Day Change: -0.07
Week Change: -0.37%    
Year-to-date Change: -3.4%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.62    
Smart Investing & Trading Score: 23
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: -0.38%    
Year-to-date Change: -3.5%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.47    
Smart Investing & Trading Score: 10
Day Percent Change: -0.33%    
Day Change: -0.04
Week Change: -0.05%    
Year-to-date Change: -3.5%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Invesco Municipal TrustVKQ Invesco Municipal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 577.507 Millions
Recent Price: 9.20    
Smart Investing & Trading Score: 30
Day Percent Change: -1.18%    
Day Change: -0.11
Week Change: -0.22%    
Year-to-date Change: -3.5%
VKQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKQ to Watchlist:       View:      Get Complete VKQ Trend Analysis ➞

Stock Chart of First Hawaiian, Inc.FHB First Hawaiian, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2398.99 Millions
Recent Price: 22.07    
Smart Investing & Trading Score: 100
Day Percent Change: -0.63%    
Day Change: -0.14
Week Change: 5.1%    
Year-to-date Change: -3.5%
FHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FHB to Watchlist:       View:      Get Complete FHB Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.63    
Smart Investing & Trading Score: 18
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: -0.32%    
Year-to-date Change: -3.5%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 24.13    
Smart Investing & Trading Score: 42
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.63%    
Year-to-date Change: -3.5%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of Annaly Capital Management, Inc.NLY Annaly Capital Management, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 9127.79 Millions
Recent Price: 18.69    
Smart Investing & Trading Score: 39
Day Percent Change: 0.59%    
Day Change: 0.11
Week Change: 2.52%    
Year-to-date Change: -3.5%
NLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NLY to Watchlist:       View:      Get Complete NLY Trend Analysis ➞

Stock Chart of CIM Commercial Trust CorporationCMCT CIM Commercial Trust Corporation
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 167.049 Millions
Recent Price: 3.56    
Smart Investing & Trading Score: 63
Day Percent Change: 1.74%    
Day Change: 0.06
Week Change: 5.01%    
Year-to-date Change: -3.5%
CMCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMCT to Watchlist:       View:      Get Complete CMCT Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.02    
Smart Investing & Trading Score: 42
Day Percent Change: -0.71%    
Day Change: -0.28
Week Change: 0.57%    
Year-to-date Change: -3.6%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Invesco Value Municipal Income TrustIIM Invesco Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 587.207 Millions
Recent Price: 11.31    
Smart Investing & Trading Score: 23
Day Percent Change: -1.31%    
Day Change: -0.15
Week Change: -0.53%    
Year-to-date Change: -3.6%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.72    
Smart Investing & Trading Score: 10
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.8%    
Year-to-date Change: -3.6%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.67    
Smart Investing & Trading Score: 45
Day Percent Change: -0.10%    
Day Change: -0.02
Week Change: -0.53%    
Year-to-date Change: -3.7%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of CorVel CorporationCRVL CorVel Corporation
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 1090.67 Millions
Recent Price: 238.12    
Smart Investing & Trading Score: 58
Day Percent Change: -0.65%    
Day Change: -1.55
Week Change: 1.6%    
Year-to-date Change: -3.7%
CRVL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CRVL to Watchlist:       View:      Get Complete CRVL Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Opportunities & Income FundWIW Western Asset Inflation-Linked Opportunities & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 569.607 Millions
Recent Price: 8.35    
Smart Investing & Trading Score: 20
Day Percent Change: -1.07%    
Day Change: -0.09
Week Change: -0.95%    
Year-to-date Change: -3.7%
WIW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIW to Watchlist:       View:      Get Complete WIW Trend Analysis ➞

Stock Chart of Columbia Seligman Premium Technology Growth FundSTK Columbia Seligman Premium Technology Growth Fund
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 239.751 Millions
Recent Price: 30.43    
Smart Investing & Trading Score: 25
Day Percent Change: -0.13%    
Day Change: -0.04
Week Change: 2.94%    
Year-to-date Change: -3.7%
STK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add STK to Watchlist:       View:      Get Complete STK Trend Analysis ➞

Stock Chart of Tekla Life Sciences InvestorsHQL Tekla Life Sciences Investors
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 289.947 Millions
Recent Price: 12.96    
Smart Investing & Trading Score: 47
Day Percent Change: -1.22%    
Day Change: -0.16
Week Change: 1.25%    
Year-to-date Change: -3.7%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of FS KKR Capital Corp.FSK FS KKR Capital Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 1262.33 Millions
Recent Price: 19.23    
Smart Investing & Trading Score: 47
Day Percent Change: -1.13%    
Day Change: -0.22
Week Change: -0.83%    
Year-to-date Change: -3.7%
FSK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSK to Watchlist:       View:      Get Complete FSK Trend Analysis ➞

Stock Chart of Community Healthcare Trust IncorporatedCHCT Community Healthcare Trust Incorporated
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 698.614 Millions
Recent Price: 25.65    
Smart Investing & Trading Score: 68
Day Percent Change: -0.77%    
Day Change: -0.20
Week Change: 0.55%    
Year-to-date Change: -3.7%
CHCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHCT to Watchlist:       View:      Get Complete CHCT Trend Analysis ➞

Stock Chart of Eaton Vance National Municipal Opportunities TrustEOT Eaton Vance National Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 264.607 Millions
Recent Price: 16.29    
Smart Investing & Trading Score: 25
Day Percent Change: -0.73%    
Day Change: -0.12
Week Change: -0.31%    
Year-to-date Change: -3.7%
EOT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EOT to Watchlist:       View:      Get Complete EOT Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.58    
Smart Investing & Trading Score: 10
Day Percent Change: 0.19%    
Day Change: 0.00
Week Change: 0.39%    
Year-to-date Change: -3.7%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of Putnam Master Intermediate Income TrustPIM Putnam Master Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 188.507 Millions
Recent Price: 3.07    
Smart Investing & Trading Score: 10
Day Percent Change: -0.61%    
Day Change: -0.02
Week Change: -0.94%    
Year-to-date Change: -3.7%
PIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PIM to Watchlist:       View:      Get Complete PIM Trend Analysis ➞

Stock Chart of MFS Government Markets Income TrustMGF MFS Government Markets Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.807 Millions
Recent Price: 3.06    
Smart Investing & Trading Score: 18
Day Percent Change: -0.33%    
Day Change: -0.01
Week Change: -0.65%    
Year-to-date Change: -3.8%
MGF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MGF to Watchlist:       View:      Get Complete MGF Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFGE American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2239.66 Millions
Recent Price: 18.76    
Smart Investing & Trading Score: 25
Day Percent Change: -0.68%    
Day Change: -0.13
Week Change: 1.8%    
Year-to-date Change: -3.8%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of LCNB Corp.LCNB LCNB Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 176.759 Millions
Recent Price: 15.17    
Smart Investing & Trading Score: 100
Day Percent Change: -0.59%    
Day Change: -0.09
Week Change: 1.34%    
Year-to-date Change: -3.8%
LCNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCNB to Watchlist:       View:      Get Complete LCNB Trend Analysis ➞

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