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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 20, 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 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 7.39 %
 Weekly Performance: 0.8 %
 Daily Performance: 1.38 %
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Financial Sector Trend
63 / 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%
HRTGHeritage Insurance Insurance9.58630.95%46.93%
NCVAllianzGI Convertible Closed-End Fund - Debt3.0410-0.33%-9.79%
DPGDuff & Phelps Utility and Infrastructure Fund Closed-End Fund - Equity9.23681.54%0.65%
EHIWestern Asset Closed-End Fund - Debt6.80320.59%-5.95%
JWSMJaws Mustang SPAC11.00420.46%-0.27%
PGSSPegasus Digital SPAC10.590-0.09%-4.16%
BHBBar Harbor Regional Banks25.48596.79%-13.22%
HCIHCI  Insurance111.89561.25%28.02%
VMCAValuence Merger SPAC11.4266-0.13%2.51%
SRGSeritage Growth REIT - 9.34630.65%-0.11%
HQLTekla Life Closed-End Fund - Equity12.80250.08%-4.90%
GPMTGranite Point Mortgage4.39421.86%-26.09%
THWTekla World Closed-End Fund - Equity12.65621.28%8.40%
CCNECNB  Regional Banks18.74322.35%-17.04%
REFIChicago Atlantic REIT - Mortgage15.49320.42%-4.32%
BWBBPBridgewater Bancshares Banks - Regional17.7535-0.28%-6.58%
PGCPeapack-Gladstone  Regional Banks24.13524.46%-19.08%
MCRMFS Charter Closed-End Fund - Debt6.10320.33%-5.57%
PMFPIMCO Municipal Closed-End Fund - Debt8.92180.00%-4.39%
FMAOFarmers & Merchants Bancorp Regional Banks20.66523.56%-16.69%
MMTMFS Multimarket Closed-End Fund - Debt4.49320.22%-1.32%
OIAInvesco Municipal Closed-End Fund - Debt6.1817-0.32%-2.68%
WIAWestern Asset Closed-End Fund - Debt7.96420.57%-1.97%
CNFCNFinance  Credit Services1.8410-0.54%-17.12%
SKGRSK Growth SPAC11.09580.00%2.59%
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 7.39% and is currently outperforming the overall market by 4.01% 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: 63
YTD Performance: 7.39%
**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 [394%] Hippo [120%] Gladstone Capital[97%]
Banco Macro[74%] Grupo Financiero[65%] Banco BBVA[58%]
Yiren Digital[55%] First [51%] Fidelis Insurance[51%]
EverQuote [50%] Heritage Insurance[47%] Mercury General[44%]
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[47.3%] Metropolitan Bank[13.3%] Globe Life[13%]
Medical Properties[10.8%] Victory Capital[10.6%] James River[10.4%]
Chemung [10.1%] Southern First[9.2%] Summit [8.3%]
BancFirst [7.9%] Bancorp [7.8%] Greene County[7.6%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-58%] Hywin [-57%] Fathom [-57%]
FRP [-52%] AlTi Global[-49%] eHealth [-49%]
Fanhua [-47%] Upstart [-46%] C&F [-46%]
.
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
BancFirst [100] Old Second[100] Tejon Ranch[100]
United Fire[100] Victory Capital[100] Wells Fargo[100]
Macatawa Bank[100] Amerisafe [100] ASA Gold[100]
Stellus Capital[100] Golub Capital[100] Fidus [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  40.38631.380.87.39%
IAIBroker-Dealers & Secs 111.03630.470.182.3%
IYFFinancials  91.30481.400.836.9%
IYGFinancial Services  63.42481.190.336.16%
KRERegional Banking  47.32272.621.72-9.75%
IXGGlobal Financials  82.86480.640.245.45%
VFHFinancials  97.75481.400.595.95%
KBEBank  44.41422.331.42-3.5%
FASFinancial Bull 3X 97.93634.031.7818.49%
FAZFinancial Bear 3X 11.2032-3.95-1.84-18.07%
UYGFinancials  62.44632.781.5813.12%
IATRegional Banks  40.74272.520.74-2.63%
KIEInsurance  49.08581.661.578.54%
PSCFSmallCap Financials  45.47221.590.13-7.54%
EUFNEurope Financials  21.95480.370.274.72%
PGFFinancial Preferred  14.53170.55-1.02-0.34%
 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 Heritage Insurance Holdings, Inc.HRTG Heritage Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 303.312 Millions
Recent Price: 9.58    
Smart Investing & Trading Score: 63
Day Percent Change: 0.95%    
Day Change: 0.09
Week Change: 1.59%    
Year-to-date Change: 46.9%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income FundNCV AllianzGI Convertible & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 303.307 Millions
Recent Price: 3.04    
Smart Investing & Trading Score: 10
Day Percent Change: -0.33%    
Day Change: -0.01
Week Change: -2.56%    
Year-to-date Change: -9.8%
NCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCV to Watchlist:       View:      Get Complete NCV Trend Analysis ➞

Stock Chart of Duff & Phelps Utility and Infrastructure Fund Inc.DPG Duff & Phelps Utility and Infrastructure Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 301.147 Millions
Recent Price: 9.23    
Smart Investing & Trading Score: 68
Day Percent Change: 1.54%    
Day Change: 0.14
Week Change: 3.13%    
Year-to-date Change: 0.7%
DPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DPG to Watchlist:       View:      Get Complete DPG Trend Analysis ➞

Stock Chart of Western Asset Global High Income Fund Inc.EHI Western Asset Global High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 299.407 Millions
Recent Price: 6.80    
Smart Investing & Trading Score: 32
Day Percent Change: 0.59%    
Day Change: 0.04
Week Change: -1.02%    
Year-to-date Change: -6.0%
EHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EHI to Watchlist:       View:      Get Complete EHI Trend Analysis ➞

Stock Chart of Jaws Mustang Acquisition CorporationJWSM Jaws Mustang Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 42
Day Percent Change: 0.46%    
Day Change: 0.05
Week Change: 0.46%    
Year-to-date Change: -0.3%
JWSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JWSM to Watchlist:       View:      Get Complete JWSM Trend Analysis ➞

Stock Chart of Pegasus Digital Mobility Acquisition Corp.PGSS Pegasus Digital Mobility Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 0
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -6.94%    
Year-to-date Change: -4.2%
PGSS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGSS to Watchlist:       View:      Get Complete PGSS Trend Analysis ➞

Stock Chart of Bar Harbor BanksharesBHB Bar Harbor Bankshares
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 298.099 Millions
Recent Price: 25.48    
Smart Investing & Trading Score: 59
Day Percent Change: 6.79%    
Day Change: 1.62
Week Change: 6.7%    
Year-to-date Change: -13.2%
BHB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHB to Watchlist:       View:      Get Complete BHB Trend Analysis ➞

Stock Chart of HCI Group, Inc.HCI HCI Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 297.412 Millions
Recent Price: 111.89    
Smart Investing & Trading Score: 56
Day Percent Change: 1.25%    
Day Change: 1.38
Week Change: 2.32%    
Year-to-date Change: 28.0%
HCI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HCI to Watchlist:       View:      Get Complete HCI Trend Analysis ➞

Stock Chart of Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 66
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 2.5%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.34    
Smart Investing & Trading Score: 63
Day Percent Change: 0.65%    
Day Change: 0.06
Week Change: -0.21%    
Year-to-date Change: -0.1%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG 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: 12.80    
Smart Investing & Trading Score: 25
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -1.61%    
Year-to-date Change: -4.9%
HQL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HQL to Watchlist:       View:      Get Complete HQL Trend Analysis ➞

Stock Chart of Granite Point Mortgage Trust Inc.GPMT Granite Point Mortgage Trust Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 289.739 Millions
Recent Price: 4.39    
Smart Investing & Trading Score: 42
Day Percent Change: 1.86%    
Day Change: 0.08
Week Change: -0.68%    
Year-to-date Change: -26.1%
GPMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GPMT to Watchlist:       View:      Get Complete GPMT Trend Analysis ➞

Stock Chart of Tekla World Healthcare FundTHW Tekla World Healthcare Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 288.247 Millions
Recent Price: 12.65    
Smart Investing & Trading Score: 62
Day Percent Change: 1.28%    
Day Change: 0.16
Week Change: 3.77%    
Year-to-date Change: 8.4%
THW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THW to Watchlist:       View:      Get Complete THW Trend Analysis ➞

Stock Chart of CNB Financial CorporationCCNE CNB Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 286.599 Millions
Recent Price: 18.74    
Smart Investing & Trading Score: 32
Day Percent Change: 2.35%    
Day Change: 0.43
Week Change: -3.1%    
Year-to-date Change: -17.0%
CCNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCNE to Watchlist:       View:      Get Complete CCNE Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.49    
Smart Investing & Trading Score: 32
Day Percent Change: 0.42%    
Day Change: 0.06
Week Change: 0.13%    
Year-to-date Change: -4.3%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Bridgewater Bancshares, Inc.BWBBP Bridgewater Bancshares, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 285 Millions
Recent Price: 17.75    
Smart Investing & Trading Score: 35
Day Percent Change: -0.28%    
Day Change: -0.05
Week Change: 0.51%    
Year-to-date Change: -6.6%
BWBBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BWBBP to Watchlist:       View:      Get Complete BWBBP Trend Analysis ➞

Stock Chart of Peapack-Gladstone Financial CorporationPGC Peapack-Gladstone Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 284.399 Millions
Recent Price: 24.13    
Smart Investing & Trading Score: 52
Day Percent Change: 4.46%    
Day Change: 1.03
Week Change: 4.01%    
Year-to-date Change: -19.1%
PGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PGC to Watchlist:       View:      Get Complete PGC Trend Analysis ➞

Stock Chart of MFS Charter Income TrustMCR MFS Charter Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 282.807 Millions
Recent Price: 6.10    
Smart Investing & Trading Score: 32
Day Percent Change: 0.33%    
Day Change: 0.02
Week Change: -0.97%    
Year-to-date Change: -5.6%
MCR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MCR to Watchlist:       View:      Get Complete MCR Trend Analysis ➞

Stock Chart of PIMCO Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.92    
Smart Investing & Trading Score: 18
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.78%    
Year-to-date Change: -4.4%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

Stock Chart of Farmers & Merchants Bancorp, Inc.FMAO Farmers & Merchants Bancorp, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 280.27 Millions
Recent Price: 20.66    
Smart Investing & Trading Score: 52
Day Percent Change: 3.56%    
Day Change: 0.71
Week Change: 2.02%    
Year-to-date Change: -16.7%
FMAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAO to Watchlist:       View:      Get Complete FMAO Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.49    
Smart Investing & Trading Score: 32
Day Percent Change: 0.22%    
Day Change: 0.01
Week Change: -1.32%    
Year-to-date Change: -1.3%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of Invesco Municipal Income Opportunities TrustOIA Invesco Municipal Income Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 6.18    
Smart Investing & Trading Score: 17
Day Percent Change: -0.32%    
Day Change: -0.02
Week Change: -0.96%    
Year-to-date Change: -2.7%
OIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OIA to Watchlist:       View:      Get Complete OIA Trend Analysis ➞

Stock Chart of Western Asset Inflation-Linked Income FundWIA Western Asset Inflation-Linked Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.207 Millions
Recent Price: 7.96    
Smart Investing & Trading Score: 42
Day Percent Change: 0.57%    
Day Change: 0.04
Week Change: 0.13%    
Year-to-date Change: -2.0%
WIA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WIA to Watchlist:       View:      Get Complete WIA Trend Analysis ➞

Stock Chart of CNFinance Holdings LimitedCNF CNFinance Holdings Limited
Sector: Financials
SubSector: Credit Services
MarketCap: 277.408 Millions
Recent Price: 1.84    
Smart Investing & Trading Score: 10
Day Percent Change: -0.54%    
Day Change: -0.01
Week Change: -0.54%    
Year-to-date Change: -17.1%
CNF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNF to Watchlist:       View:      Get Complete CNF Trend Analysis ➞

Stock Chart of SK Growth Opportunities CorporationSKGR SK Growth Opportunities Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 277 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 58
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.18%    
Year-to-date Change: 2.6%
SKGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKGR to Watchlist:       View:      Get Complete SKGR Trend Analysis ➞

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