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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
May 1, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 59 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 39 and hence an improvement of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
59 / 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%
FORForestar  Real Estatet31.18170.61-5.72%
NWBINorthwest Bancshares S&L10.6670.61-14.54%
APLEApple Hospitality REIT14.85170.61-10.60%
BUIBlackRock Utilities Closed-End Fund - Equity21.55830.61-1.24%
REFIChicago Atlantic REIT - Mortgage15.84450.60-2.19%
MHIPioneer Municipal Closed-End Fund - Debt8.54170.59-1.04%
VBFInvesco Bond Closed-End Fund - Debt15.29320.590.53%
EBMTEagle Bancorp Regional Banks12.88570.59-18.46%
SARSaratoga   Investments23.78550.59-8.04%
GDOWestern Asset Asset Mgmt11.95270.59-6.42%
BKNBlackRock  Closed-End Fund - Debt12.08500.581.85%
BHKBlackRock Core Closed-End Fund - Debt10.37170.58-4.95%
VTNInvesco Trust Closed-End Fund - Debt10.42300.580.10%
AWFAllianceBernstein Global Closed-End Fund - Debt10.46390.583.36%
PSFCohen & Steers Select Preferred and ome Fund Closed-End Fund - Debt18.97320.580.37%
LANDOGladstone Land REIT Industrial19.19270.58-0.57%
DSLDoubleLine ome Closed-End Fund - Debt12.32420.570.65%
RYRoyal Bank Banks97.38540.57-3.71%
GAMGeneral American Closed-End Fund - Equity45.71410.576.43%
MSDMorgan Stanley Closed-End Fund - Debt7.05570.571.44%
NPVNuveen Virginia  Investments10.59250.57-1.76%
SIGISelective Insurance Insurance102.22570.562.75%
AFTApollo Senior Asset Mgmt14.29400.567.85%
SIGIPSelective Insurance Insurance Property & Casualty18.0600.563.67%
PFNPIMCO ome Closed-End Fund - Debt7.34690.551.52%
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 7.34% and is currently outperforming the overall market by 2.8% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Good

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 59
YTD Performance: 7.34%
**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 [568%] Hippo [141%] Gladstone Capital[104%]
Banco Macro[90%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [67%] Yiren Digital[67%] Grupo Supervielle[58%]
Heritage Insurance[58%] LendingTree [58%] B. Riley[56%]
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
LendingTree [26.1%] Heartland [17.9%] New York[14.5%]
Douglas Elliman[13.5%] Industrial Logistics[12.1%] LendingClub [11.1%]
TPG RE[9.8%] AdvisorShares Pure[9%] USCB [9%]
AltC Acquisition[8.8%] Root [8.7%] Territorial Bancorp[8.3%]
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[-67%] Texas Pacific[-64%]
Hywin [-58%] Douglas Elliman[-54%] Fathom [-54%]
FRP [-51%] Fanhua [-51%] eHealth [-49%]
AlTi Global[-47%] OppFi [-47%] RE/MAX [-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
LendingClub [100] TPG RE[100] Peoples Bancorp[100]
Univest [100] USCB [100] Mercury General[100]
BankUnited [100] Voya [100] Preferred Bank[100]
Byline Bancorp[100] Bancshares[100] TriCo Bancshares[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  40.36590.00-1.137.34%
IAIBroker-Dealers & Secs 112.37780.90-0.573.54%
IYFFinancials  91.70530.61-0.57.37%
IYGFinancial Services  63.57280.13-1.616.42%
KRERegional Banking  48.27732.660.17-7.93%
IXGGlobal Financials  84.30230.590.137.28%
VFHFinancials  97.76280.10-1.185.96%
KBEBank  45.271002.14-0.13-1.63%
FASFinancial Bull 3X 97.3064-0.12-3.3117.73%
FAZFinancial Bear 3X 11.26390.093.68-17.63%
UYGFinancials  62.1528-0.10-2.3612.59%
IATRegional Banks  41.57711.66-0.36-0.65%
KIEInsurance  49.15671.171.288.69%
PSCFSmallCap Financials  46.80272.210.95-4.84%
EUFNEurope Financials  22.2541-0.02-0.966.13%
PGFFinancial Preferred  14.6080.760.210.14%
 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 Forestar Group Inc.FOR Forestar Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 661.019 Millions
Recent Price: 31.18    
Smart Investing & Trading Score: 17
Day Percent Change: 0.61%    
Day Change: 0.19
Week Change: -0.48%    
Year-to-date Change: -5.7%
FOR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FOR to Watchlist:       View:      Get Complete FOR Trend Analysis ➞

Stock Chart of Northwest Bancshares, Inc.NWBI Northwest Bancshares, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 1266.3 Millions
Recent Price: 10.66    
Smart Investing & Trading Score: 7
Day Percent Change: 0.61%    
Day Change: 0.06
Week Change: -1.43%    
Year-to-date Change: -14.5%
NWBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NWBI to Watchlist:       View:      Get Complete NWBI Trend Analysis ➞

Stock Chart of Apple Hospitality REIT, Inc.APLE Apple Hospitality REIT, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1515.74 Millions
Recent Price: 14.85    
Smart Investing & Trading Score: 17
Day Percent Change: 0.61%    
Day Change: 0.09
Week Change: -1%    
Year-to-date Change: -10.6%
APLE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add APLE to Watchlist:       View:      Get Complete APLE Trend Analysis ➞

Stock Chart of BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 263.847 Millions
Recent Price: 21.55    
Smart Investing & Trading Score: 83
Day Percent Change: 0.61%    
Day Change: 0.13
Week Change: 1.17%    
Year-to-date Change: -1.2%
BUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BUI to Watchlist:       View:      Get Complete BUI 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: 15.84    
Smart Investing & Trading Score: 45
Day Percent Change: 0.60%    
Day Change: 0.10
Week Change: 1.18%    
Year-to-date Change: -2.2%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI 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: 17
Day Percent Change: 0.59%    
Day Change: 0.05
Week Change: 0.23%    
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 Invesco Bond FundVBF Invesco Bond Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 177.307 Millions
Recent Price: 15.29    
Smart Investing & Trading Score: 32
Day Percent Change: 0.59%    
Day Change: 0.09
Week Change: 0.59%    
Year-to-date Change: 0.5%
VBF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VBF to Watchlist:       View:      Get Complete VBF Trend Analysis ➞

Stock Chart of Eagle Bancorp Montana, Inc.EBMT Eagle Bancorp Montana, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 106.929 Millions
Recent Price: 12.88    
Smart Investing & Trading Score: 57
Day Percent Change: 0.59%    
Day Change: 0.07
Week Change: 0.74%    
Year-to-date Change: -18.5%
EBMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBMT to Watchlist:       View:      Get Complete EBMT Trend Analysis ➞

Stock Chart of Saratoga Investment Corp.SAR Saratoga Investment Corp.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 132.67 Millions
Recent Price: 23.78    
Smart Investing & Trading Score: 55
Day Percent Change: 0.59%    
Day Change: 0.14
Week Change: -0.25%    
Year-to-date Change: -8.0%
SAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SAR to Watchlist:       View:      Get Complete SAR Trend Analysis ➞

Stock Chart of Western Asset Global Corporate Defined Opportunity Fund Inc.GDO Western Asset Global Corporate Defined Opportunity Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 194.203 Millions
Recent Price: 11.95    
Smart Investing & Trading Score: 27
Day Percent Change: 0.59%    
Day Change: 0.07
Week Change: 0.08%    
Year-to-date Change: -6.4%
GDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDO to Watchlist:       View:      Get Complete GDO Trend Analysis ➞

Stock Chart of BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 12.08    
Smart Investing & Trading Score: 50
Day Percent Change: 0.58%    
Day Change: 0.07
Week Change: 0.17%    
Year-to-date Change: 1.9%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of BlackRock Core Bond TrustBHK BlackRock Core Bond Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 646.607 Millions
Recent Price: 10.37    
Smart Investing & Trading Score: 17
Day Percent Change: 0.58%    
Day Change: 0.06
Week Change: 0.48%    
Year-to-date Change: -5.0%
BHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BHK to Watchlist:       View:      Get Complete BHK 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: 10.42    
Smart Investing & Trading Score: 30
Day Percent Change: 0.58%    
Day Change: 0.06
Week Change: 0.68%    
Year-to-date Change: 0.1%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN 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: 10.46    
Smart Investing & Trading Score: 39
Day Percent Change: 0.58%    
Day Change: 0.06
Week Change: 1.16%    
Year-to-date Change: 3.4%
AWF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWF to Watchlist:       View:      Get Complete AWF Trend Analysis ➞

Stock Chart of Cohen & Steers Select Preferred and Income Fund, Inc.PSF Cohen & Steers Select Preferred and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 207.907 Millions
Recent Price: 18.97    
Smart Investing & Trading Score: 32
Day Percent Change: 0.58%    
Day Change: 0.11
Week Change: 0.69%    
Year-to-date Change: 0.4%
PSF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PSF to Watchlist:       View:      Get Complete PSF Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDO Gladstone Land Corporation
Sector: Financials
SubSector: REIT Industrial
MarketCap: 37267 Millions
Recent Price: 19.19    
Smart Investing & Trading Score: 27
Day Percent Change: 0.58%    
Day Change: 0.11
Week Change: -0.52%    
Year-to-date Change: -0.6%
LANDO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDO to Watchlist:       View:      Get Complete LANDO Trend Analysis ➞

Stock Chart of DoubleLine Income Solutions FundDSL DoubleLine Income Solutions Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1313.37 Millions
Recent Price: 12.32    
Smart Investing & Trading Score: 42
Day Percent Change: 0.57%    
Day Change: 0.07
Week Change: 0.74%    
Year-to-date Change: 0.7%
DSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSL to Watchlist:       View:      Get Complete DSL Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 97.38    
Smart Investing & Trading Score: 54
Day Percent Change: 0.57%    
Day Change: 0.55
Week Change: -0.79%    
Year-to-date Change: -3.7%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

Stock Chart of General American Investors Company, Inc.GAM General American Investors Company, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 611.747 Millions
Recent Price: 45.71    
Smart Investing & Trading Score: 41
Day Percent Change: 0.57%    
Day Change: 0.26
Week Change: -0.7%    
Year-to-date Change: 6.4%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM 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: 7.05    
Smart Investing & Trading Score: 57
Day Percent Change: 0.57%    
Day Change: 0.04
Week Change: 0.71%    
Year-to-date Change: 1.4%
MSD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MSD to Watchlist:       View:      Get Complete MSD Trend Analysis ➞

Stock Chart of Nuveen Virginia Quality Municipal Income FundNPV Nuveen Virginia Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 215.97 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 25
Day Percent Change: 0.57%    
Day Change: 0.06
Week Change: 0.47%    
Year-to-date Change: -1.8%
NPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NPV to Watchlist:       View:      Get Complete NPV Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGI Selective Insurance Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 3039.12 Millions
Recent Price: 102.22    
Smart Investing & Trading Score: 57
Day Percent Change: 0.56%    
Day Change: 0.57
Week Change: 2.09%    
Year-to-date Change: 2.8%
SIGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGI to Watchlist:       View:      Get Complete SIGI Trend Analysis ➞

Stock Chart of Apollo Senior Floating Rate Fund Inc.AFT Apollo Senior Floating Rate Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 162.403 Millions
Recent Price: 14.29    
Smart Investing & Trading Score: 40
Day Percent Change: 0.56%    
Day Change: 0.08
Week Change: 0.63%    
Year-to-date Change: 7.9%
AFT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFT to Watchlist:       View:      Get Complete AFT Trend Analysis ➞

Stock Chart of Selective Insurance Group, Inc.SIGIP Selective Insurance Group, Inc.
Sector: Financials
SubSector: Insurance Property & Casualty
MarketCap: 60157 Millions
Recent Price: 18.06    
Smart Investing & Trading Score: 0
Day Percent Change: 0.56%    
Day Change: 0.10
Week Change: -0.88%    
Year-to-date Change: 3.7%
SIGIP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIGIP to Watchlist:       View:      Get Complete SIGIP Trend Analysis ➞

Stock Chart of PIMCO Income Strategy Fund IIPFN PIMCO Income Strategy Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 469.507 Millions
Recent Price: 7.34    
Smart Investing & Trading Score: 69
Day Percent Change: 0.55%    
Day Change: 0.04
Week Change: 1.66%    
Year-to-date Change: 1.5%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

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