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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 25, 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 46 (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: 8.14 %
 Weekly Performance: 0.69 %
 Daily Performance: -1.12 %
12Stocks.com
Financial Sector Trend
46 / 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%
PNNTPennantPark  Asset Mgmt7.1293-0.843.04%
PJTPJT Partners Asset Mgmt95.1363-0.84-6.62%
MFAMFA  Mortgage10.6018-0.84-5.94%
FNBF.N.B  Regional Banks13.5686-0.84-1.56%
DHILDiamond Hill Asset Mgmt150.4155-0.85-9.17%
CLDTChatham Lodging REIT9.3035-0.85-13.25%
SRGSeritage Growth REIT - 9.3563-0.850.00%
MSDMorgan Stanley Closed-End Fund - Debt6.9658-0.850.14%
PZCPIMCO California Closed-End Fund - Debt7.0132-0.85-4.88%
EFREaton Vance Closed-End Fund - Debt12.9915-0.852.61%
VKIInvesco Advantage Closed-End Fund - Debt8.1623-0.85-3.43%
NKXNuveen California Asset Mgmt11.7268-0.851.56%
MTALMetals Acquisition SPAC13.2068-0.8619.57%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.4155-0.861.83%
PFOFlaherty & Crumrine Preferred ome Opportunity Fund Closed-End Fund - Debt8.0442-0.861.01%
DHFBNY  Closed-End Fund - Debt2.3035-0.860.44%
MQTBlackRock MuniYield Closed-End Fund - Debt9.7718-0.86-5.65%
DIAXNuveen Dow Closed-End Fund - Equity13.8652-0.86-1.00%
MUABlackRock MuniAssets Closed-End Fund - Debt10.9654-0.863.49%
WELLWelltower  REIT92.8980-0.863.02%
JLLJones Lang Property Mgmt180.3063-0.86-4.54%
LLoews  Insurance76.1570-0.869.43%
KRGKite Realty REIT - Retail21.53100-0.87-5.82%
KJANInnovator Russell Exchange Traded Fund34.0163-0.87-0.93%
CEECentral and Closed-End Fund - Foreign9.6668-0.87-0.87%
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 8.14% and is currently outperforming the overall market by 3.89% 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: Not Good
Overall Trend Score: 46
YTD Performance: 8.14%
**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 [126%] Gladstone Capital[99%]
Banco Macro[75%] Grupo Financiero[74%] Banco BBVA[67%]
Yiren Digital[63%] Heritage Insurance[59%] Fidelis Insurance[55%]
EverQuote [53%] First [51%] Lufax Holding[47%]
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[49.7%] Oportun [41%] Globe Life[14.7%]
Root [14.3%] Provident Bancorp[13.7%] Deutsche Bank[12.2%]
First Citizens[11.9%] TOP [11.5%] Cipher Mining[11.3%]
Trustmark [10.9%] Barclays [10.2%] Bank of N.T. Butterfield & Son[9.5%]
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[-71%] Texas Pacific[-63%]
Douglas Elliman[-60%] Fathom [-57%] Hywin [-54%]
FRP [-52%] eHealth [-49%] OppFi [-47%]
Fanhua [-47%] RE/MAX [-46%] Upstart [-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
Deutsche Bank[100] Virtu [100] Trustmark [100]
B. Riley[100] TCG BDC[100] Third Coast[100]
LCNB [100] UDR [100] Fidus [100]
Equity Residential[100] Capital Southwest[100] Main Street[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  40.6646-1.120.698.14%
IAIBroker-Dealers & Secs 111.3633-1.360.32.61%
KBEBank  45.2048-1.641.79-1.77%
FASFinancial Bull 3X 99.6148-3.481.7220.52%
FAZFinancial Bear 3X 11.00473.68-1.79-19.53%
UYGFinancials  63.1356-2.491.1114.37%
KIEInsurance  49.0051-1.35-0.168.36%
 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 PennantPark Investment CorporationPNNT PennantPark Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 157.503 Millions
Recent Price: 7.12    
Smart Investing & Trading Score: 93
Day Percent Change: -0.84%    
Day Change: -0.06
Week Change: 1.57%    
Year-to-date Change: 3.0%
PNNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNNT to Watchlist:       View:      Get Complete PNNT Trend Analysis ➞

Stock Chart of PJT Partners Inc.PJT PJT Partners Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1100.93 Millions
Recent Price: 95.13    
Smart Investing & Trading Score: 63
Day Percent Change: -0.84%    
Day Change: -0.81
Week Change: 3.67%    
Year-to-date Change: -6.6%
PJT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PJT to Watchlist:       View:      Get Complete PJT Trend Analysis ➞

Stock Chart of MFA Financial, Inc.MFA MFA Financial, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1869.69 Millions
Recent Price: 10.60    
Smart Investing & Trading Score: 18
Day Percent Change: -0.84%    
Day Change: -0.09
Week Change: 1.63%    
Year-to-date Change: -5.9%
MFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MFA to Watchlist:       View:      Get Complete MFA Trend Analysis ➞

Stock Chart of F.N.B. CorporationFNB F.N.B. Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 2445.55 Millions
Recent Price: 13.56    
Smart Investing & Trading Score: 86
Day Percent Change: -0.84%    
Day Change: -0.12
Week Change: 3.24%    
Year-to-date Change: -1.6%
FNB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FNB to Watchlist:       View:      Get Complete FNB Trend Analysis ➞

Stock Chart of Diamond Hill Investment Group, Inc.DHIL Diamond Hill Investment Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 316.203 Millions
Recent Price: 150.41    
Smart Investing & Trading Score: 55
Day Percent Change: -0.85%    
Day Change: -1.29
Week Change: -0.28%    
Year-to-date Change: -9.2%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of Chatham Lodging TrustCLDT Chatham Lodging Trust
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 274.734 Millions
Recent Price: 9.30    
Smart Investing & Trading Score: 35
Day Percent Change: -0.85%    
Day Change: -0.08
Week Change: 0.11%    
Year-to-date Change: -13.3%
CLDT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLDT to Watchlist:       View:      Get Complete CLDT Trend Analysis ➞

Stock Chart of Seritage Growth PropertiesSRG Seritage Growth Properties
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 293.453 Millions
Recent Price: 9.35    
Smart Investing & Trading Score: 63
Day Percent Change: -0.85%    
Day Change: -0.08
Week Change: 0.11%    
Year-to-date Change: 0.0%
SRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRG to Watchlist:       View:      Get Complete SRG Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Debt Fund, Inc.MSD Morgan Stanley Emerging Markets Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 149.407 Millions
Recent Price: 6.96    
Smart Investing & Trading Score: 58
Day Percent Change: -0.85%    
Day Change: -0.06
Week Change: 0.29%    
Year-to-date Change: 0.1%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of PIMCO California Municipal Income Fund IIIPZC PIMCO California Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 186.607 Millions
Recent Price: 7.01    
Smart Investing & Trading Score: 32
Day Percent Change: -0.85%    
Day Change: -0.06
Week Change: 0.29%    
Year-to-date Change: -4.9%
PZC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PZC to Watchlist:       View:      Get Complete PZC Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 12.99    
Smart Investing & Trading Score: 15
Day Percent Change: -0.85%    
Day Change: -0.11
Week Change: -0.76%    
Year-to-date Change: 2.6%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Invesco Advantage Municipal Income Trust IIVKI Invesco Advantage Municipal Income Trust II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 403.007 Millions
Recent Price: 8.16    
Smart Investing & Trading Score: 23
Day Percent Change: -0.85%    
Day Change: -0.07
Week Change: -0.37%    
Year-to-date Change: -3.4%
VKI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VKI to Watchlist:       View:      Get Complete VKI Trend Analysis ➞

Stock Chart of Nuveen California AMT-Free Quality Municipal Income FundNKX Nuveen California AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 11.72    
Smart Investing & Trading Score: 68
Day Percent Change: -0.85%    
Day Change: -0.10
Week Change: -2.09%    
Year-to-date Change: 1.6%
NKX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NKX to Watchlist:       View:      Get Complete NKX Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 13.20    
Smart Investing & Trading Score: 68
Day Percent Change: -0.86%    
Day Change: -0.12
Week Change: 2.8%    
Year-to-date Change: 19.6%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.41    
Smart Investing & Trading Score: 55
Day Percent Change: -0.86%    
Day Change: -0.16
Week Change: 0.16%    
Year-to-date Change: 1.8%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Income Opportunity Fund Inc.PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 106.107 Millions
Recent Price: 8.04    
Smart Investing & Trading Score: 42
Day Percent Change: -0.86%    
Day Change: -0.07
Week Change: 0.06%    
Year-to-date Change: 1.0%
PFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFO to Watchlist:       View:      Get Complete PFO Trend Analysis ➞

Stock Chart of BNY Mellon High Yield Strategies FundDHF BNY Mellon High Yield Strategies Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 144.607 Millions
Recent Price: 2.30    
Smart Investing & Trading Score: 35
Day Percent Change: -0.86%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 0.4%
DHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHF to Watchlist:       View:      Get Complete DHF 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: 9.77    
Smart Investing & Trading Score: 18
Day Percent Change: -0.86%    
Day Change: -0.08
Week Change: -1.16%    
Year-to-date Change: -5.7%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT Trend Analysis ➞

Stock Chart of Nuveen Dow 30 Dynamic Overwrite FundDIAX Nuveen Dow 30 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 379.747 Millions
Recent Price: 13.86    
Smart Investing & Trading Score: 52
Day Percent Change: -0.86%    
Day Change: -0.12
Week Change: 1.02%    
Year-to-date Change: -1.0%
DIAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DIAX to Watchlist:       View:      Get Complete DIAX Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.96    
Smart Investing & Trading Score: 54
Day Percent Change: -0.86%    
Day Change: -0.09
Week Change: -1.08%    
Year-to-date Change: 3.5%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of Welltower Inc.WELL Welltower Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 21398.8 Millions
Recent Price: 92.89    
Smart Investing & Trading Score: 80
Day Percent Change: -0.86%    
Day Change: -0.81
Week Change: 1.72%    
Year-to-date Change: 3.0%
WELL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WELL to Watchlist:       View:      Get Complete WELL Trend Analysis ➞

Stock Chart of Jones Lang LaSalle IncorporatedJLL Jones Lang LaSalle Incorporated
Sector: Financials
SubSector: Property Management
MarketCap: 5259.32 Millions
Recent Price: 180.30    
Smart Investing & Trading Score: 63
Day Percent Change: -0.86%    
Day Change: -1.56
Week Change: 2.96%    
Year-to-date Change: -4.5%
JLL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JLL to Watchlist:       View:      Get Complete JLL Trend Analysis ➞

Stock Chart of Loews CorporationL Loews Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 10768.2 Millions
Recent Price: 76.15    
Smart Investing & Trading Score: 70
Day Percent Change: -0.86%    
Day Change: -0.66
Week Change: 0.67%    
Year-to-date Change: 9.4%
L Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add L to Watchlist:       View:      Get Complete L Trend Analysis ➞

Stock Chart of Kite Realty Group TrustKRG Kite Realty Group Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 1030.14 Millions
Recent Price: 21.53    
Smart Investing & Trading Score: 100
Day Percent Change: -0.87%    
Day Change: -0.19
Week Change: 3.06%    
Year-to-date Change: -5.8%
KRG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KRG to Watchlist:       View:      Get Complete KRG Trend Analysis ➞

Stock Chart of Innovator Russell 2000 Power Buffer ETF JanuaryKJAN Innovator Russell 2000 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 34.01    
Smart Investing & Trading Score: 63
Day Percent Change: -0.87%    
Day Change: -0.30
Week Change: 0.53%    
Year-to-date Change: -0.9%
KJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KJAN to Watchlist:       View:      Get Complete KJAN Trend Analysis ➞

Stock Chart of The Central and Eastern Europe Fund, Inc.CEE The Central and Eastern Europe Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 105.847 Millions
Recent Price: 9.66    
Smart Investing & Trading Score: 68
Day Percent Change: -0.87%    
Day Change: -0.09
Week Change: 1.84%    
Year-to-date Change: -0.9%
CEE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CEE to Watchlist:       View:      Get Complete CEE Trend Analysis ➞

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