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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 %
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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%
PHYTPyrophyte Acquisition SPAC11.3376-0.093.00%
BCSABlockchain Coinvestors SPAC11.1468-0.092.48%
CONXCONX  SPAC10.5825-0.09-1.12%
BYNObyNordic Acquisition SPAC11.1351-0.091.64%
CIONCION  Asset Mgmt11.3587-0.090.19%
CBHAllianzGI Convertible Asset Mgmt8.8678-0.101.55%
EPREPR Properties REIT - Retail41.1250-0.10-15.13%
AWFAllianceBernstein Global Closed-End Fund - Debt10.2732-0.101.48%
OCSLOaktree Specialty Credit Services19.6745-0.10-3.67%
BCATBlackRock Capital Closed-End Fund - Equity15.3938-0.103.64%
BBDCBarings BDC Credit Services9.2453-0.117.69%
PMAYInnovator S&P Exchange Traded Fund32.6065-0.113.67%
IQSIIQ Candriam Exchange Traded Fund28.9551-0.122.61%
BLFYBlue Foundry Banks - Regional8.6859-0.12-9.87%
MBINMMerchants Bancorp Banks - Regional25.8586-0.124.70%
OZKAPBank OZK Banks - Regional16.7720-0.12-0.12%
WBSWebster  Regional Banks45.4817-0.13-10.40%
BUSEFirst Busey Regional Banks23.0935-0.13-6.97%
BMOBank of Montreal Banks92.7220-0.13-6.29%
OPYOppenheimer  Brokerage38.9686-0.13-5.71%
AODAberdeen Total Closed-End Fund - Foreign7.9648-0.13-1.24%
STKColumbia Seligman Exchange Traded Fund30.4325-0.13-3.70%
GBABGuggenheim Taxable Closed-End Fund - Debt15.6318-0.13-3.46%
DBLDoubleLine Opportunistic Closed-End Fund - Debt14.8535-0.13-3.26%
OWLBlue Owl Asset Mgmt18.5731-0.1324.71%
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 Pyrophyte Acquisition Corp.PHYT Pyrophyte Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 149 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 76
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.27%    
Year-to-date Change: 3.0%
PHYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHYT to Watchlist:       View:      Get Complete PHYT Trend Analysis ➞

Stock Chart of Blockchain Coinvestors Acquisition Corp. IBCSA Blockchain Coinvestors Acquisition Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 159 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 68
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.09%    
Year-to-date Change: 2.5%
BCSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSA to Watchlist:       View:      Get Complete BCSA Trend Analysis ➞

Stock Chart of CONX Corp.CONX CONX Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 223 Millions
Recent Price: 10.58    
Smart Investing & Trading Score: 25
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.19%    
Year-to-date Change: -1.1%
CONX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CONX to Watchlist:       View:      Get Complete CONX Trend Analysis ➞

Stock Chart of byNordic Acquisition CorporationBYNO byNordic Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 11.13    
Smart Investing & Trading Score: 51
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.04%    
Year-to-date Change: 1.6%
BYNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYNO to Watchlist:       View:      Get Complete BYNO Trend Analysis ➞

Stock Chart of CION Investment CorporationCION CION Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 563 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 87
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 1.16%    
Year-to-date Change: 0.2%
CION Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CION to Watchlist:       View:      Get Complete CION Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.86    
Smart Investing & Trading Score: 78
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.17%    
Year-to-date Change: 1.6%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of EPR PropertiesEPR EPR Properties
Sector: Financials
SubSector: REIT - Retail
MarketCap: 2217.64 Millions
Recent Price: 41.12    
Smart Investing & Trading Score: 50
Day Percent Change: -0.10%    
Day Change: -0.04
Week Change: 1.76%    
Year-to-date Change: -15.1%
EPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPR to Watchlist:       View:      Get Complete EPR 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: 10.27    
Smart Investing & Trading Score: 32
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 2.19%    
Year-to-date Change: 1.5%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF 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 BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.39    
Smart Investing & Trading Score: 38
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.79%    
Year-to-date Change: 3.6%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT Trend Analysis ➞

Stock Chart of Barings BDC, Inc.BBDC Barings BDC, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 332.308 Millions
Recent Price: 9.24    
Smart Investing & Trading Score: 53
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: 0.54%    
Year-to-date Change: 7.7%
BBDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBDC to Watchlist:       View:      Get Complete BBDC Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MayPMAY Innovator S&P 500 Power Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.60    
Smart Investing & Trading Score: 65
Day Percent Change: -0.11%    
Day Change: -0.04
Week Change: 0.26%    
Year-to-date Change: 3.7%
PMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAY to Watchlist:       View:      Get Complete PMAY 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: 28.95    
Smart Investing & Trading Score: 51
Day Percent Change: -0.12%    
Day Change: -0.03
Week Change: 2.12%    
Year-to-date Change: 2.6%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI Trend Analysis ➞

Stock Chart of Blue Foundry BancorpBLFY Blue Foundry Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 264 Millions
Recent Price: 8.68    
Smart Investing & Trading Score: 59
Day Percent Change: -0.12%    
Day Change: -0.01
Week Change: 2.97%    
Year-to-date Change: -9.9%
BLFY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLFY to Watchlist:       View:      Get Complete BLFY Trend Analysis ➞

Stock Chart of Merchants BancorpMBINM Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 25.85    
Smart Investing & Trading Score: 86
Day Percent Change: -0.12%    
Day Change: -0.03
Week Change: 1.06%    
Year-to-date Change: 4.7%
MBINM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINM to Watchlist:       View:      Get Complete MBINM Trend Analysis ➞

Stock Chart of Bank OZKOZKAP Bank OZK
Sector: Financials
SubSector: Banks - Regional
MarketCap: 5170 Millions
Recent Price: 16.77    
Smart Investing & Trading Score: 20
Day Percent Change: -0.12%    
Day Change: -0.02
Week Change: 3.58%    
Year-to-date Change: -0.1%
OZKAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZKAP to Watchlist:       View:      Get Complete OZKAP Trend Analysis ➞

Stock Chart of Webster Financial CorporationWBS Webster Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 2111.59 Millions
Recent Price: 45.48    
Smart Investing & Trading Score: 17
Day Percent Change: -0.13%    
Day Change: -0.06
Week Change: -1.96%    
Year-to-date Change: -10.4%
WBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WBS to Watchlist:       View:      Get Complete WBS Trend Analysis ➞

Stock Chart of First Busey CorporationBUSE First Busey Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 876.97 Millions
Recent Price: 23.09    
Smart Investing & Trading Score: 35
Day Percent Change: -0.13%    
Day Change: -0.03
Week Change: 1.23%    
Year-to-date Change: -7.0%
BUSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUSE to Watchlist:       View:      Get Complete BUSE Trend Analysis ➞

Stock Chart of Bank of MontrealBMO Bank of Montreal
Sector: Financials
SubSector: Money Center Banks
MarketCap: 32830.2 Millions
Recent Price: 92.72    
Smart Investing & Trading Score: 20
Day Percent Change: -0.13%    
Day Change: -0.12
Week Change: 0.63%    
Year-to-date Change: -6.3%
BMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMO to Watchlist:       View:      Get Complete BMO Trend Analysis ➞

Stock Chart of Oppenheimer Holdings Inc.OPY Oppenheimer Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 243.565 Millions
Recent Price: 38.96    
Smart Investing & Trading Score: 86
Day Percent Change: -0.13%    
Day Change: -0.05
Week Change: 3.45%    
Year-to-date Change: -5.7%
OPY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OPY to Watchlist:       View:      Get Complete OPY Trend Analysis ➞

Stock Chart of Aberdeen Total Dynamic Dividend FundAOD Aberdeen Total Dynamic Dividend Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 592.547 Millions
Recent Price: 7.96    
Smart Investing & Trading Score: 48
Day Percent Change: -0.13%    
Day Change: -0.01
Week Change: 1.79%    
Year-to-date Change: -1.2%
AOD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AOD to Watchlist:       View:      Get Complete AOD 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 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 DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 14.85    
Smart Investing & Trading Score: 35
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: 0.75%    
Year-to-date Change: -3.3%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of Blue Owl Capital Inc.OWL Blue Owl Capital Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 16240 Millions
Recent Price: 18.57    
Smart Investing & Trading Score: 31
Day Percent Change: -0.13%    
Day Change: -0.02
Week Change: 1.7%    
Year-to-date Change: 24.7%
OWL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OWL to Watchlist:       View:      Get Complete OWL Trend Analysis ➞

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