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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 PriceSmart Investing & Trading ScoreChange %YTD Change%
MOONDirexion Moonshot Exchange Traded Fund9.0010-0.44-20.91%
NJANInnovator Nasdaq Exchange Traded Fund42.6426-0.442.30%
QQQJInvesco NASDAQ Exchange Traded Fund26.9436-0.44-0.70%
AMGAffiliated Managers Asset Mgmt158.1936-0.454.47%
BYMBlackRock Municipal Closed-End Fund - Debt11.0415-0.45-1.52%
NIMNuveen Select Closed-End Fund - Debt8.820-0.450.00%
HBANPHuntington Bancshares Banks - Regional17.6518-0.45-1.73%
NIEAllianzGI Equity Asset Mgmt21.5731-0.463.16%
RLJRLJ Lodging REIT10.910-0.46-6.91%
AWAYETFMG Travel Exchange Traded Fund19.3641-0.46-0.97%
ESGROEnstar  Insurance23.8325-0.46-4.68%
MHIPioneer Municipal Closed-End Fund - Debt8.5418-0.47-1.04%
NEANuveen AMT-Free  Investments10.6823-0.47-2.91%
FSVFirstService  Property Mgmt149.4010-0.47-7.83%
VVisa  Credit Services271.3731-0.484.23%
NNYNuveen New Closed-End Fund - Debt8.178-0.49-1.33%
IVRInvesco Mortgage Mortgage8.0920-0.49-8.69%
INNSummit Hotel Real Estatet6.1410-0.49-8.63%
MQTBlackRock MuniYield Closed-End Fund - Debt9.8710-0.50-4.64%
MQYBlackRock MuniYield Closed-End Fund - Debt11.975-0.50-1.80%
GGNGAMCO Global  Investments4.0151-0.506.65%
UTGReaves Utility Closed-End Fund - Equity25.7028-0.50-3.89%
AWFAllianceBernstein Global Closed-End Fund - Debt10.0310-0.50-0.89%
NHSNeuberger Berman Asset Mgmt7.9130-0.502.46%
HPIJohn Hancock Closed-End Fund - Debt15.7125-0.51-0.44%
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  90.04480.61-0.565.42%
IYGFinancial Services  62.67560.30-0.854.91%
KRERegional Banking  46.11280.61-0.88-12.05%
IXGGlobal Financials  82.33430.45-0.44.77%
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  14.4518-0.28-1.57-0.89%
 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 Direxion Moonshot Innovators ETFMOON Direxion Moonshot Innovators ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 9.00    
Smart Investing & Trading Score: 10
Day Percent Change: -0.44%    
Day Change: -0.04
Week Change: -6.93%    
Year-to-date Change: -20.9%
MOON Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MOON to Watchlist:       View:      Get Complete MOON Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JanuaryNJAN Innovator Nasdaq 100 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.64    
Smart Investing & Trading Score: 26
Day Percent Change: -0.44%    
Day Change: -0.19
Week Change: -1.36%    
Year-to-date Change: 2.3%
NJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJAN to Watchlist:       View:      Get Complete NJAN Trend Analysis ➞

Stock Chart of Invesco NASDAQ Next Gen 100 ETFQQQJ Invesco NASDAQ Next Gen 100 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 26.94    
Smart Investing & Trading Score: 36
Day Percent Change: -0.44%    
Day Change: -0.12
Week Change: -2.71%    
Year-to-date Change: -0.7%
QQQJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QQQJ to Watchlist:       View:      Get Complete QQQJ Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 158.19    
Smart Investing & Trading Score: 36
Day Percent Change: -0.45%    
Day Change: -0.72
Week Change: -2.45%    
Year-to-date Change: 4.5%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 15
Day Percent Change: -0.45%    
Day Change: -0.05
Week Change: -1.69%    
Year-to-date Change: -1.5%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Nuveen Select Maturities Municipal FundNIM Nuveen Select Maturities Municipal Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 122.307 Millions
Recent Price: 8.82    
Smart Investing & Trading Score: 0
Day Percent Change: -0.45%    
Day Change: -0.04
Week Change: -0.56%    
Year-to-date Change: 0.0%
NIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NIM to Watchlist:       View:      Get Complete NIM Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANP Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 17.65    
Smart Investing & Trading Score: 18
Day Percent Change: -0.45%    
Day Change: -0.08
Week Change: -1.29%    
Year-to-date Change: -1.7%
HBANP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANP to Watchlist:       View:      Get Complete HBANP 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 RLJ Lodging TrustRLJ RLJ Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1019.34 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 0
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -5.38%    
Year-to-date Change: -6.9%
RLJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RLJ to Watchlist:       View:      Get Complete RLJ Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 19.36    
Smart Investing & Trading Score: 41
Day Percent Change: -0.46%    
Day Change: -0.09
Week Change: -3.01%    
Year-to-date Change: -1.0%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY 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 Pioneer Municipal High Income TrustMHI Pioneer Municipal High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 224.507 Millions
Recent Price: 8.54    
Smart Investing & Trading Score: 18
Day Percent Change: -0.47%    
Day Change: -0.04
Week Change: -1.04%    
Year-to-date Change: -1.0%
MHI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHI to Watchlist:       View:      Get Complete MHI 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: 10.68    
Smart Investing & Trading Score: 23
Day Percent Change: -0.47%    
Day Change: -0.05
Week Change: -0.37%    
Year-to-date Change: -2.9%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of FirstService CorporationFSV FirstService Corporation
Sector: Financials
SubSector: Property Management
MarketCap: 2793.92 Millions
Recent Price: 149.40    
Smart Investing & Trading Score: 10
Day Percent Change: -0.47%    
Day Change: -0.70
Week Change: -3.49%    
Year-to-date Change: -7.8%
FSV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSV to Watchlist:       View:      Get Complete FSV Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 271.37    
Smart Investing & Trading Score: 31
Day Percent Change: -0.48%    
Day Change: -1.32
Week Change: -1.66%    
Year-to-date Change: 4.2%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Nuveen New York Municipal Value Fund, Inc.NNY Nuveen New York Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 130.607 Millions
Recent Price: 8.17    
Smart Investing & Trading Score: 8
Day Percent Change: -0.49%    
Day Change: -0.04
Week Change: -0.85%    
Year-to-date Change: -1.3%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of Invesco Mortgage Capital Inc.IVR Invesco Mortgage Capital Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1182.19 Millions
Recent Price: 8.09    
Smart Investing & Trading Score: 20
Day Percent Change: -0.49%    
Day Change: -0.04
Week Change: -4.49%    
Year-to-date Change: -8.7%
IVR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVR to Watchlist:       View:      Get Complete IVR Trend Analysis ➞

Stock Chart of Summit Hotel Properties, Inc.INN Summit Hotel Properties, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 402.019 Millions
Recent Price: 6.14    
Smart Investing & Trading Score: 10
Day Percent Change: -0.49%    
Day Change: -0.03
Week Change: -5.54%    
Year-to-date Change: -8.6%
INN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INN to Watchlist:       View:      Get Complete INN Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund II, Inc.MQT BlackRock MuniYield Quality Fund II, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 239.707 Millions
Recent Price: 9.87    
Smart Investing & Trading Score: 10
Day Percent Change: -0.50%    
Day Change: -0.05
Week Change: -1%    
Year-to-date Change: -4.6%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.97    
Smart Investing & Trading Score: 5
Day Percent Change: -0.50%    
Day Change: -0.06
Week Change: -1.24%    
Year-to-date Change: -1.8%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of GAMCO Global Gold, Natural Resources & Income TrustGGN GAMCO Global Gold, Natural Resources & Income Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 375.67 Millions
Recent Price: 4.01    
Smart Investing & Trading Score: 51
Day Percent Change: -0.50%    
Day Change: -0.02
Week Change: -3.61%    
Year-to-date Change: 6.7%
GGN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GGN to Watchlist:       View:      Get Complete GGN Trend Analysis ➞

Stock Chart of Reaves Utility Income FundUTG Reaves Utility Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1090.67 Millions
Recent Price: 25.70    
Smart Investing & Trading Score: 28
Day Percent Change: -0.50%    
Day Change: -0.13
Week Change: -1.46%    
Year-to-date Change: -3.9%
UTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UTG to Watchlist:       View:      Get Complete UTG Trend Analysis ➞

Stock Chart of AllianceBernstein Global High Income FundAWF AllianceBernstein Global High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 764.807 Millions
Recent Price: 10.03    
Smart Investing & Trading Score: 10
Day Percent Change: -0.50%    
Day Change: -0.05
Week Change: -1.47%    
Year-to-date Change: -0.9%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.91    
Smart Investing & Trading Score: 30
Day Percent Change: -0.50%    
Day Change: -0.04
Week Change: 0%    
Year-to-date Change: 2.5%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 15.71    
Smart Investing & Trading Score: 25
Day Percent Change: -0.51%    
Day Change: -0.08
Week Change: -0.95%    
Year-to-date Change: -0.4%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

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