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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 24, 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 75 (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 70 and an improvement of trend continues.

 Year To Date Performance: 8.95 %
 Weekly Performance: 1.45 %
 Daily Performance: -0.40 %
12Stocks.com
Financial Sector Trend
75 / 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%
GHLDGuild  Mortgage Finance13.500-0.07-6.35%
BBMCJPMorgan BetaBuilders Exchange Traded Fund87.3963-0.082.94%
PMARInnovator S&P Exchange Traded Fund36.2551-0.081.74%
JGHNuveen Global Asset Mgmt12.4845-0.082.30%
MUJBlackRock Muni Closed-End Fund - Debt11.1423-0.08-2.41%
DMFBNY  Asset Mgmt6.6475-0.082.23%
NMFCNew Mountain Asset Mgmt12.6967-0.08-0.24%
WPCW. P. REIT - 56.2655-0.09-13.19%
EVEEVe Mobility SPAC10.9830-0.091.53%
DFAUDimensional US Exchange Traded Fund35.2263-0.095.92%
IBTJiShares iBonds Exchange Traded Fund21.0825-0.09-3.24%
ZTRVirtus Total Closed-End Fund - Equity5.3868-0.09-2.45%
IIFMorgan Stanley Closed-End Fund - Foreign23.1986-0.098.01%
JRINuveen Real Closed-End Fund - Equity11.2247-0.09-4.27%
RCSPIMCO Strategic Closed-End Fund - Debt5.7425-0.09-5.67%
MIYBlackRock MuniYield Closed-End Fund - Debt11.0810-0.09-2.46%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.7349-0.093.62%
BCSFBain Capital Asset Mgmt16.2288-0.097.60%
IIMInvesco Value Closed-End Fund - Debt11.4530-0.09-2.39%
HCVIHennessy Capital SPAC10.4951-0.100.58%
VTNInvesco Trust Closed-End Fund - Debt10.4415-0.100.29%
AFBAllianceBernstein National Closed-End Fund - Debt10.4818-0.10-3.32%
IGDVoya Global Closed-End Fund - Foreign5.2093-0.104.53%
IGRCBRE Clarion Closed-End Fund - Foreign4.9235-0.10-9.48%
BLEBlackRock Municipal Asset Mgmt10.4544-0.10-2.15%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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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 8.95% and is currently outperforming the overall market by 3.61% 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: 75
YTD Performance: 8.95%
**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 [463%] Hippo [132%] Gladstone Capital[98%]
Banco Macro[79%] Grupo Financiero[73%] Heritage Insurance[62%]
Yiren Digital[62%] Fidelis Insurance[55%] EverQuote [52%]
First [52%] Mercury General[51%] Vista Oil[50%]
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
Oportun [42.7%] B. Riley[39.5%] Cipher Mining[22.1%]
Root [14%] TOP [11.9%] Uniti [10.3%]
Heritage Insurance[10%] Coinbase Global[9.7%] Sierra Bancorp[9.6%]
Lemonade [9.2%] Trustmark [8.9%] Peakstone Realty[8.7%]
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
New York[-70%] Texas Pacific[-63%] Douglas Elliman[-58%]
Fathom [-57%] Hywin [-53%] FRP [-52%]
eHealth [-49%] Fanhua [-47%] RE/MAX [-47%]
C&F [-46%] AlTi Global[-45%] Orion Office[-43%]
.
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
Trustmark [100] Synchrony [100] East West[100]
Uniti [100] Equity Residential[100] BOK [100]
Jackson [100] Cullen/Frost Bankers[100] Banco Santander[100]
RLI [100] Stellus Capital[100] Central Pacific[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  40.9775-0.401.458.95%
IAIBroker-Dealers & Secs 112.6675-0.391.473.81%
IYFFinancials  92.8868-0.291.738.75%
KRERegional Banking  48.7074-0.052.93-7.1%
VFHFinancials  99.7675-0.062.068.13%
KBEBank  45.5593-0.212.56-1.03%
FASFinancial Bull 3X 102.3175-1.214.4723.79%
FAZFinancial Bear 3X 10.71251.18-4.42-21.69%
UYGFinancials  64.1875-0.862.7916.27%
KIEInsurance  49.5958-0.331.039.65%
EUFNEurope Financials  22.3681-1.391.856.66%
 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 Guild Holdings CompanyGHLD Guild Holdings Company
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 91157 Millions
Recent Price: 13.50    
Smart Investing & Trading Score: 0
Day Percent Change: -0.07%    
Day Change: -0.01
Week Change: -6.09%    
Year-to-date Change: -6.4%
GHLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHLD to Watchlist:       View:      Get Complete GHLD Trend Analysis ➞

Stock Chart of JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 87.39    
Smart Investing & Trading Score: 63
Day Percent Change: -0.08%    
Day Change: -0.07
Week Change: 2.5%    
Year-to-date Change: 2.9%
BBMC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BBMC to Watchlist:       View:      Get Complete BBMC Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.25    
Smart Investing & Trading Score: 51
Day Percent Change: -0.08%    
Day Change: -0.03
Week Change: 1.31%    
Year-to-date Change: 1.7%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.48    
Smart Investing & Trading Score: 45
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 1.71%    
Year-to-date Change: 2.3%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New Jersey Quality Fund, Inc.MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 358.807 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 23
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.13%    
Year-to-date Change: -2.4%
MUJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUJ to Watchlist:       View:      Get Complete MUJ Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.64    
Smart Investing & Trading Score: 75
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 0.51%    
Year-to-date Change: 2.2%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.69    
Smart Investing & Trading Score: 67
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 1.12%    
Year-to-date Change: -0.2%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC Trend Analysis ➞

Stock Chart of W. P. Carey Inc.WPC W. P. Carey Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 9560.03 Millions
Recent Price: 56.26    
Smart Investing & Trading Score: 55
Day Percent Change: -0.09%    
Day Change: -0.05
Week Change: 0.09%    
Year-to-date Change: -13.2%
WPC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WPC to Watchlist:       View:      Get Complete WPC Trend Analysis ➞

Stock Chart of EVe Mobility Acquisition CorpEVE EVe Mobility Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 164 Millions
Recent Price: 10.98    
Smart Investing & Trading Score: 30
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 1.5%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE Trend Analysis ➞

Stock Chart of Dimensional US Core Equity Market ETFDFAU Dimensional US Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 35.22    
Smart Investing & Trading Score: 63
Day Percent Change: -0.09%    
Day Change: -0.03
Week Change: 2%    
Year-to-date Change: 5.9%
DFAU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAU to Watchlist:       View:      Get Complete DFAU Trend Analysis ➞

Stock Chart of iShares iBonds Dec 2029 Term Treasury ETFIBTJ iShares iBonds Dec 2029 Term Treasury ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.08    
Smart Investing & Trading Score: 25
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: 0.21%    
Year-to-date Change: -3.2%
IBTJ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBTJ to Watchlist:       View:      Get Complete IBTJ Trend Analysis ➞

Stock Chart of Virtus Total Return Fund Inc.ZTR Virtus Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 140.947 Millions
Recent Price: 5.38    
Smart Investing & Trading Score: 68
Day Percent Change: -0.09%    
Day Change: 0.00
Week Change: 1.03%    
Year-to-date Change: -2.5%
ZTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ZTR to Watchlist:       View:      Get Complete ZTR Trend Analysis ➞

Stock Chart of Morgan Stanley India Investment Fund, Inc.IIF Morgan Stanley India Investment Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 166.247 Millions
Recent Price: 23.19    
Smart Investing & Trading Score: 86
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: 2.11%    
Year-to-date Change: 8.0%
IIF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIF to Watchlist:       View:      Get Complete IIF Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.22    
Smart Investing & Trading Score: 47
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 2.47%    
Year-to-date Change: -4.3%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of PIMCO Strategic Income Fund, Inc.RCS PIMCO Strategic Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 246.607 Millions
Recent Price: 5.74    
Smart Investing & Trading Score: 25
Day Percent Change: -0.09%    
Day Change: 0.00
Week Change: 2.23%    
Year-to-date Change: -5.7%
RCS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RCS to Watchlist:       View:      Get Complete RCS Trend Analysis ➞

Stock Chart of BlackRock MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.08    
Smart Investing & Trading Score: 10
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.18%    
Year-to-date Change: -2.5%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY 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: 49
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.26%    
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 Bain Capital Specialty Finance, Inc.BCSF Bain Capital Specialty Finance, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 562.203 Millions
Recent Price: 16.22    
Smart Investing & Trading Score: 88
Day Percent Change: -0.09%    
Day Change: -0.02
Week Change: 2.89%    
Year-to-date Change: 7.6%
BCSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSF to Watchlist:       View:      Get Complete BCSF 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: 11.45    
Smart Investing & Trading Score: 30
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.7%    
Year-to-date Change: -2.4%
IIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IIM to Watchlist:       View:      Get Complete IIM 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: 51
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.1%    
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 Invesco Trust for Investment Grade New York MunicipalsVTN Invesco Trust for Investment Grade New York Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 206.807 Millions
Recent Price: 10.44    
Smart Investing & Trading Score: 15
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: -0.1%    
Year-to-date Change: 0.3%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN 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: 10.48    
Smart Investing & Trading Score: 18
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.1%    
Year-to-date Change: -3.3%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.20    
Smart Investing & Trading Score: 93
Day Percent Change: -0.10%    
Day Change: 0.00
Week Change: 3.9%    
Year-to-date Change: 4.5%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of CBRE Clarion Global Real Estate Income FundIGR CBRE Clarion Global Real Estate Income Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 494.347 Millions
Recent Price: 4.92    
Smart Investing & Trading Score: 35
Day Percent Change: -0.10%    
Day Change: 0.00
Week Change: 3.26%    
Year-to-date Change: -9.5%
IGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGR to Watchlist:       View:      Get Complete IGR Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Trust IIBLE BlackRock Municipal Income Trust II
Sector: Financials
SubSector: Asset Management
MarketCap: 276.503 Millions
Recent Price: 10.45    
Smart Investing & Trading Score: 44
Day Percent Change: -0.10%    
Day Change: -0.01
Week Change: 0.97%    
Year-to-date Change: -2.2%
BLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLE to Watchlist:       View:      Get Complete BLE Trend Analysis ➞

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