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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 19, 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 36 and hence an improvement of trend.

 Year To Date Performance: 5.93 %
 Weekly Performance: -0.57 %
 Daily Performance: 0.35 %
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 PriceTrend ScoreChange %YTD Change%
CWHCamping World REIT - Office22.07102.79%-15.96%
PFNPIMCO ome Closed-End Fund - Debt7.13320.28%-1.38%
BNREBrookfield Reinsurance Insurance - Reinsurance39.33450.64%-2.43%
UVSPUnivest  Regional Banks18.59200.81%-15.62%
HTDJohn Hancock Closed-End Fund - Debt18.88420.37%-0.47%
HCVIHennessy Capital SPAC10.49680.29%0.58%
QCRHQCR  Regional - Southwest Banks55.41251.34%-5.10%
MMUWestern Asset Closed-End Fund - Debt9.9718-0.28%-1.95%
NIEAllianzGI Equity Asset Mgmt21.5731-0.46%3.16%
BANCBanc of California Regional Banks13.8033-0.07%2.76%
FFWMFirst Foundation Regional Banks6.43201.42%-33.57%
HONEHarborOne Bancorp S&L9.35181.85%-21.95%
PEBOPeoples Bancorp Regional Banks27.54271.21%-18.42%
EXPIeXp World Property Mgmt10.00502.56%-35.57%
HIOWestern Asset Closed-End Fund - Debt3.75180.54%-2.72%
NQPNuveen Pennsylvania Closed-End Fund - Debt11.4723-0.39%-0.99%
RILYB. Riley Asset Mgmt19.7510-3.47%-5.91%
PCNPIMCO Corporate Closed-End Fund - Debt12.83180.00%3.38%
KYNKayne Anderson Closed-End Fund - Equity9.4868-0.63%7.97%
MSBIPMidland States Banks - Regional25.10550.00%1.62%
ESGROEnstar  Insurance23.8325-0.46%-4.68%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.7351-0.13%3.62%
BGYBlackRock Enhanced Closed-End Fund - Foreign5.15180.00%-2.28%
UMHUMH Properties REIT - 15.24540.46%-0.52%
THFFFirst  Regional Banks35.23100.66%-18.13%
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 5.93% and is currently outperforming the overall market by 1.74% 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: 56
YTD Performance: 5.93%
**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 [390%] Hippo [128%] Gladstone Capital[93%]
Banco Macro[68%] Grupo Financiero[62%] Yiren Digital[55%]
Fidelis Insurance[53%] First [51%] Banco BBVA[48%]
EverQuote [48%] Heritage Insurance[46%] Mercury General[41%]
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[44.4%] Medical Properties[25.1%] Globe Life[10%]
James River[8.9%] GoHealth [7.5%] Victory Capital[6.9%]
Bancorp [5.4%] Huize Holding[5.3%] Green Dot[5.3%]
LCNB [5.2%] ESSA Bancorp[4.9%] Morgan Stanley[4.7%]
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[-57%] Hywin [-56%] Fathom [-56%]
FRP [-53%] AlTi Global[-50%] Fanhua [-49%]
C&F [-48%] eHealth [-47%] Globe Life[-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] Victory Capital[100] TCG BDC[100]
Macatawa Bank[100] Stellus Capital[100] Goldman Sachs[100]
Angel Oak[95] HDFC Bank[93] Charles Schwab[93]
Fidus [93] Western Asset[93] BlackRock MuniYield[93]
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  39.83560.35-0.575.93%
IAIBroker-Dealers & Secs 110.51560.14-0.291.82%
IYFFinancials  90.04560.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33480.45-0.44.77%
VFHFinancials  96.40560.39-0.84.49%
KBEBank  43.40300.70-0.89-5.69%
FASFinancial Bull 3X 94.14561.00-2.1613.9%
FAZFinancial Bear 3X 11.6640-0.852.19-14.7%
UYGFinancials  60.75560.70-1.1710.05%
IATRegional Banks  39.74270.28-1.73-5.02%
KIEInsurance  48.28511.17-0.086.77%
PSCFSmallCap Financials  44.7615-0.22-1.43-8.99%
EUFNEurope Financials  21.87560.28-0.094.34%
PGFFinancial Preferred  14.4510-0.28-1.57-0.89%
 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 Camping World Holdings, Inc.CWH Camping World Holdings, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 473.566 Millions
Recent Price: 22.07    
Smart Investing & Trading Score: 10
Day Percent Change: 2.79%    
Day Change: 0.60
Week Change: -5.56%    
Year-to-date Change: -16.0%
CWH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CWH to Watchlist:       View:      Get Complete CWH Trend Analysis ➞

Stock Chart of PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.13    
Smart Investing & Trading Score: 32
Day Percent Change: 0.28%    
Day Change: 0.02
Week Change: -0.14%    
Year-to-date Change: -1.4%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

Stock Chart of Brookfield Reinsurance Ltd.BNRE Brookfield Reinsurance Ltd.
Sector: Financials
SubSector: Insurance - Reinsurance
MarketCap: 468 Millions
Recent Price: 39.33    
Smart Investing & Trading Score: 45
Day Percent Change: 0.64%    
Day Change: 0.25
Week Change: 0.18%    
Year-to-date Change: -2.4%
BNRE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BNRE to Watchlist:       View:      Get Complete BNRE Trend Analysis ➞

Stock Chart of Univest Financial CorporationUVSP Univest Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 467.999 Millions
Recent Price: 18.59    
Smart Investing & Trading Score: 20
Day Percent Change: 0.81%    
Day Change: 0.15
Week Change: -0.69%    
Year-to-date Change: -15.6%
UVSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVSP to Watchlist:       View:      Get Complete UVSP Trend Analysis ➞

Stock Chart of John Hancock Tax-Advantaged Dividend Income FundHTD John Hancock Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 467.107 Millions
Recent Price: 18.88    
Smart Investing & Trading Score: 42
Day Percent Change: 0.37%    
Day Change: 0.07
Week Change: -0.16%    
Year-to-date Change: -0.5%
HTD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTD to Watchlist:       View:      Get Complete HTD Trend Analysis ➞

Stock Chart of Hennessy Capital Investment Corp. VIHCVI Hennessy Capital Investment Corp. VI
Sector: Financials
SubSector: SPAC
MarketCap: 467 Millions
Recent Price: 10.49    
Smart Investing & Trading Score: 68
Day Percent Change: 0.29%    
Day Change: 0.03
Week Change: 0.38%    
Year-to-date Change: 0.6%
HCVI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCVI to Watchlist:       View:      Get Complete HCVI Trend Analysis ➞

Stock Chart of QCR Holdings, Inc.QCRH QCR Holdings, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 465.765 Millions
Recent Price: 55.41    
Smart Investing & Trading Score: 25
Day Percent Change: 1.34%    
Day Change: 0.73
Week Change: -1.19%    
Year-to-date Change: -5.1%
QCRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QCRH to Watchlist:       View:      Get Complete QCRH Trend Analysis ➞

Stock Chart of Western Asset Managed Municipals Fund Inc.MMU Western Asset Managed Municipals Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 464.007 Millions
Recent Price: 9.97    
Smart Investing & Trading Score: 18
Day Percent Change: -0.28%    
Day Change: -0.03
Week Change: -1.56%    
Year-to-date Change: -2.0%
MMU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMU to Watchlist:       View:      Get Complete MMU Trend Analysis ➞

Stock Chart of AllianzGI Equity & Convertible Income FundNIE AllianzGI Equity & Convertible Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 461.003 Millions
Recent Price: 21.57    
Smart Investing & Trading Score: 31
Day Percent Change: -0.46%    
Day Change: -0.10
Week Change: -2.27%    
Year-to-date Change: 3.2%
NIE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIE to Watchlist:       View:      Get Complete NIE 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: 13.80    
Smart Investing & Trading Score: 33
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -2.54%    
Year-to-date Change: 2.8%
BANC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BANC to Watchlist:       View:      Get Complete BANC Trend Analysis ➞

Stock Chart of First Foundation Inc.FFWM First Foundation Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 457.17 Millions
Recent Price: 6.43    
Smart Investing & Trading Score: 20
Day Percent Change: 1.42%    
Day Change: 0.09
Week Change: -6.81%    
Year-to-date Change: -33.6%
FFWM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFWM to Watchlist:       View:      Get Complete FFWM Trend Analysis ➞

Stock Chart of HarborOne Bancorp, Inc.HONE HarborOne Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 456.03 Millions
Recent Price: 9.35    
Smart Investing & Trading Score: 18
Day Percent Change: 1.85%    
Day Change: 0.17
Week Change: -0.95%    
Year-to-date Change: -22.0%
HONE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HONE to Watchlist:       View:      Get Complete HONE Trend Analysis ➞

Stock Chart of Peoples Bancorp Inc.PEBO Peoples Bancorp Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 449.77 Millions
Recent Price: 27.54    
Smart Investing & Trading Score: 27
Day Percent Change: 1.21%    
Day Change: 0.33
Week Change: -0.9%    
Year-to-date Change: -18.4%
PEBO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEBO to Watchlist:       View:      Get Complete PEBO Trend Analysis ➞

Stock Chart of eXp World Holdings, Inc.EXPI eXp World Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 448.042 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 50
Day Percent Change: 2.56%    
Day Change: 0.25
Week Change: -1.67%    
Year-to-date Change: -35.6%
EXPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EXPI to Watchlist:       View:      Get Complete EXPI 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: 3.75    
Smart Investing & Trading Score: 18
Day Percent Change: 0.54%    
Day Change: 0.02
Week Change: -1.18%    
Year-to-date Change: -2.7%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of Nuveen Pennsylvania Quality Municipal Income FundNQP Nuveen Pennsylvania Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 443.707 Millions
Recent Price: 11.47    
Smart Investing & Trading Score: 23
Day Percent Change: -0.39%    
Day Change: -0.04
Week Change: -1.16%    
Year-to-date Change: -1.0%
NQP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NQP to Watchlist:       View:      Get Complete NQP Trend Analysis ➞

Stock Chart of B. Riley Financial, Inc.RILY B. Riley Financial, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 443.703 Millions
Recent Price: 19.75    
Smart Investing & Trading Score: 10
Day Percent Change: -3.47%    
Day Change: -0.71
Week Change: -7.15%    
Year-to-date Change: -5.9%
RILY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RILY to Watchlist:       View:      Get Complete RILY Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 12.83    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -4.04%    
Year-to-date Change: 3.4%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Kayne Anderson MLP/Midstream Investment CompanyKYN Kayne Anderson MLP/Midstream Investment Company
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 440.947 Millions
Recent Price: 9.48    
Smart Investing & Trading Score: 68
Day Percent Change: -0.63%    
Day Change: -0.06
Week Change: -1.25%    
Year-to-date Change: 8.0%
KYN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KYN to Watchlist:       View:      Get Complete KYN Trend Analysis ➞

Stock Chart of Midland States Bancorp, Inc.MSBIP Midland States Bancorp, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 439 Millions
Recent Price: 25.10    
Smart Investing & Trading Score: 55
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.17%    
Year-to-date Change: 1.6%
MSBIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSBIP to Watchlist:       View:      Get Complete MSBIP Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRO Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 438.867 Millions
Recent Price: 23.83    
Smart Investing & Trading Score: 25
Day Percent Change: -0.46%    
Day Change: -0.11
Week Change: 0.17%    
Year-to-date Change: -4.7%
ESGRO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRO to Watchlist:       View:      Get Complete ESGRO Trend Analysis ➞

Stock Chart of Blackstone/GSO Strategic Credit FundBGB Blackstone/GSO Strategic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 435.907 Millions
Recent Price: 11.73    
Smart Investing & Trading Score: 51
Day Percent Change: -0.13%    
Day Change: -0.01
Week Change: 0.51%    
Year-to-date Change: 3.6%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of BlackRock Enhanced International Dividend TrustBGY BlackRock Enhanced International Dividend Trust
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 435.347 Millions
Recent Price: 5.15    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.96%    
Year-to-date Change: -2.3%
BGY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGY to Watchlist:       View:      Get Complete BGY Trend Analysis ➞

Stock Chart of UMH Properties, Inc.UMH UMH Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 433.353 Millions
Recent Price: 15.24    
Smart Investing & Trading Score: 54
Day Percent Change: 0.46%    
Day Change: 0.07
Week Change: -1.36%    
Year-to-date Change: -0.5%
UMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMH to Watchlist:       View:      Get Complete UMH Trend Analysis ➞

Stock Chart of First Financial CorporationTHFF First Financial Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 433.07 Millions
Recent Price: 35.23    
Smart Investing & Trading Score: 10
Day Percent Change: 0.66%    
Day Change: 0.23
Week Change: -1.51%    
Year-to-date Change: -18.1%
THFF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THFF to Watchlist:       View:      Get Complete THFF Trend Analysis ➞

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