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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 27, 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 63 (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 56 and hence an improvement of trend.

 Year To Date Performance: 8.56 %
 Weekly Performance: 1.09 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
63 / 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%
FLVAmerican Century Exchange Traded Fund63.41930.143.65%
THYAgility Shares Exchange Traded Fund22.16300.14-1.90%
SCHWCharles Schwab Brokerage74.99810.139.00%
RDNRadian  Insurance30.35700.136.30%
SUISun Communities REIT119.08590.13-10.90%
CTOConsolidated-Tomoka Land Real Estatet17.131000.12-1.15%
EGPEast Properties REIT - Industrial155.9200.12-15.05%
AMKAssetMark  Asset Mgmt33.93610.1213.29%
NNYNuveen New Closed-End Fund - Debt8.1500.12-1.57%
BRPBRP  Real Estatet26.70680.1111.16%
VGMInvesco Trust Closed-End Fund - Debt9.51440.11-3.84%
PMFPIMCO Municipal Closed-End Fund - Debt8.90170.11-4.61%
SHOSunstone Hotel REIT10.30250.10-4.01%
MKTXMarketAxess  Brokerage201.79280.10-31.09%
MHNBlackRock Muni Closed-End Fund - Debt10.22250.10-2.76%
HTDJohn Hancock Closed-End Fund - Debt19.47930.102.64%
BTABlackRock Long-Term Closed-End Fund - Debt9.66280.10-5.57%
BMEBlackRock Health Closed-End Fund - Equity39.06490.10-3.46%
VTNInvesco Trust Closed-End Fund - Debt10.35150.10-0.58%
FSBWFS Bancorp Regional Banks31.47250.10-14.85%
WALWestern Alliance Regional Banks58.68670.09-10.81%
PMMPutnam Managed Closed-End Fund - Debt5.84100.09-3.95%
NEANuveen AMT-Free  Investments10.63300.09-3.36%
CHYCalamos Convertible Closed-End Fund - Debt11.34640.09-1.13%
MMIMarcus & Millichap Real Estatet32.27490.09-26.12%
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 8.56% and is currently outperforming the overall market by 2.42% 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: 63
YTD Performance: 8.56%
**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 [515%] Hippo [140%] Gladstone Capital[100%]
Banco Macro[79%] Grupo Financiero[78%] B. Riley[75%]
Banco BBVA[70%] Yiren Digital[63%] EverQuote [60%]
Heritage Insurance[58%] Fidelis Insurance[54%] Lufax Holding[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[84.2%] Oportun [35.8%] Root [24.5%]
KB [18.2%] KE [17.2%] Cipher Mining[16.9%]
Provident Bancorp[14%] TOP [13.6%] Globe Life[13.5%]
Trustmark [12.4%] Coinbase Global[12.1%] Shinhan [12%]
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[-62%]
Douglas Elliman[-59%] Fathom [-56%] Hywin [-54%]
FRP [-52%] Fanhua [-49%] eHealth [-48%]
OppFi [-48%] AlTi Global[-48%] RE/MAX [-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
KB [100] MBIA [100] Shinhan [100]
B. Riley[100] Uniti [100] American Homes[100]
Goldman Sachs[100] Solar Capital[100] Templeton Dragon[100]
Mid-America Apartment[100] TCG BDC[100] Camden 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  40.8263-0.151.098.56%
IAIBroker-Dealers & Secs 113.01680.771.784.13%
IYFFinancials  92.1768-0.350.957.91%
IYGFinancial Services  64.61830.081.888.16%
KRERegional Banking  48.1974-0.581.84-8.09%
IXGGlobal Financials  84.1960-0.301.617.14%
VFHFinancials  98.9375-0.191.217.23%
KBEBank  45.3385-0.312.07-1.5%
FASFinancial Bull 3X 100.6355-0.792.7621.75%
FAZFinancial Bear 3X 10.86470.65-3.04-20.56%
UYGFinancials  63.6555-0.421.9415.31%
IATRegional Banks  41.7293-0.312.41-0.29%
KIEInsurance  48.5333-1.56-1.127.32%
PSCFSmallCap Financials  46.36650.151.96-5.73%
EUFNEurope Financials  22.46750.542.327.16%
PGFFinancial Preferred  14.57440.000.28-0.07%
 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 American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 63.41    
Smart Investing & Trading Score: 93
Day Percent Change: 0.14%    
Day Change: 0.09
Week Change: 1.34%    
Year-to-date Change: 3.7%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Agility Shares Dynamic Tactical Income ETFTHY Agility Shares Dynamic Tactical Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.16    
Smart Investing & Trading Score: 30
Day Percent Change: 0.14%    
Day Change: 0.03
Week Change: 0.14%    
Year-to-date Change: -1.9%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of The Charles Schwab CorporationSCHW The Charles Schwab Corporation
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 45115.8 Millions
Recent Price: 74.99    
Smart Investing & Trading Score: 81
Day Percent Change: 0.13%    
Day Change: 0.10
Week Change: 2.14%    
Year-to-date Change: 9.0%
SCHW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SCHW to Watchlist:       View:      Get Complete SCHW Trend Analysis ➞

Stock Chart of Radian Group Inc.RDN Radian Group Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2950.12 Millions
Recent Price: 30.35    
Smart Investing & Trading Score: 70
Day Percent Change: 0.13%    
Day Change: 0.04
Week Change: 2.33%    
Year-to-date Change: 6.3%
RDN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RDN to Watchlist:       View:      Get Complete RDN Trend Analysis ➞

Stock Chart of Sun Communities, Inc.SUI Sun Communities, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 11280.5 Millions
Recent Price: 119.08    
Smart Investing & Trading Score: 59
Day Percent Change: 0.13%    
Day Change: 0.16
Week Change: 1.18%    
Year-to-date Change: -10.9%
SUI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SUI to Watchlist:       View:      Get Complete SUI Trend Analysis ➞

Stock Chart of Consolidated-Tomoka Land Co.CTO Consolidated-Tomoka Land Co.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 205.119 Millions
Recent Price: 17.13    
Smart Investing & Trading Score: 100
Day Percent Change: 0.12%    
Day Change: 0.02
Week Change: 0.88%    
Year-to-date Change: -1.2%
CTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CTO to Watchlist:       View:      Get Complete CTO Trend Analysis ➞

Stock Chart of EastGroup Properties, Inc.EGP EastGroup Properties, Inc.
Sector: Financials
SubSector: REIT - Industrial
MarketCap: 4034.29 Millions
Recent Price: 155.92    
Smart Investing & Trading Score: 0
Day Percent Change: 0.12%    
Day Change: 0.18
Week Change: -2.1%    
Year-to-date Change: -15.1%
EGP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EGP to Watchlist:       View:      Get Complete EGP Trend Analysis ➞

Stock Chart of AssetMark Financial Holdings, Inc.AMK AssetMark Financial Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 1296.33 Millions
Recent Price: 33.93    
Smart Investing & Trading Score: 61
Day Percent Change: 0.12%    
Day Change: 0.04
Week Change: -2.33%    
Year-to-date Change: 13.3%
AMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMK to Watchlist:       View:      Get Complete AMK 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: 8.15    
Smart Investing & Trading Score: 0
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -0.49%    
Year-to-date Change: -1.6%
NNY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNY to Watchlist:       View:      Get Complete NNY Trend Analysis ➞

Stock Chart of BRP Group, Inc.BRP BRP Group, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 741.219 Millions
Recent Price: 26.70    
Smart Investing & Trading Score: 68
Day Percent Change: 0.11%    
Day Change: 0.03
Week Change: -3.19%    
Year-to-date Change: 11.2%
BRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRP to Watchlist:       View:      Get Complete BRP Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.51    
Smart Investing & Trading Score: 44
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0.21%    
Year-to-date Change: -3.8%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of PIMCO Municipal Income FundPMF PIMCO Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 280.307 Millions
Recent Price: 8.90    
Smart Investing & Trading Score: 17
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: -0.22%    
Year-to-date Change: -4.6%
PMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMF to Watchlist:       View:      Get Complete PMF Trend Analysis ➞

Stock Chart of Sunstone Hotel Investors, Inc.SHO Sunstone Hotel Investors, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1861.04 Millions
Recent Price: 10.30    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.88%    
Year-to-date Change: -4.0%
SHO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SHO to Watchlist:       View:      Get Complete SHO Trend Analysis ➞

Stock Chart of MarketAxess Holdings Inc.MKTX MarketAxess Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 12431.5 Millions
Recent Price: 201.79    
Smart Investing & Trading Score: 28
Day Percent Change: 0.10%    
Day Change: 0.21
Week Change: -1.09%    
Year-to-date Change: -31.1%
MKTX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MKTX to Watchlist:       View:      Get Complete MKTX Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings New York Quality Fund, Inc.MHN BlackRock MuniHoldings New York Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 369.207 Millions
Recent Price: 10.22    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.29%    
Year-to-date Change: -2.8%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of John Hancock Tax-Advantaged Dividend Income FundHTD John Hancock Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 467.107 Millions
Recent Price: 19.47    
Smart Investing & Trading Score: 93
Day Percent Change: 0.10%    
Day Change: 0.02
Week Change: 2.53%    
Year-to-date Change: 2.6%
HTD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTD to Watchlist:       View:      Get Complete HTD Trend Analysis ➞

Stock Chart of BlackRock Long-Term Municipal Advantage TrustBTA BlackRock Long-Term Municipal Advantage Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 133.907 Millions
Recent Price: 9.66    
Smart Investing & Trading Score: 28
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.31%    
Year-to-date Change: -5.6%
BTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTA to Watchlist:       View:      Get Complete BTA Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.06    
Smart Investing & Trading Score: 49
Day Percent Change: 0.10%    
Day Change: 0.04
Week Change: 0.67%    
Year-to-date Change: -3.5%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME 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: 10.35    
Smart Investing & Trading Score: 15
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: -0.96%    
Year-to-date Change: -0.6%
VTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VTN to Watchlist:       View:      Get Complete VTN Trend Analysis ➞

Stock Chart of FS Bancorp, Inc.FSBW FS Bancorp, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 140.429 Millions
Recent Price: 31.47    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.03
Week Change: -0.1%    
Year-to-date Change: -14.9%
FSBW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBW to Watchlist:       View:      Get Complete FSBW Trend Analysis ➞

Stock Chart of Western Alliance BancorporationWAL Western Alliance Bancorporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 2980.09 Millions
Recent Price: 58.68    
Smart Investing & Trading Score: 67
Day Percent Change: 0.09%    
Day Change: 0.05
Week Change: 2.16%    
Year-to-date Change: -10.8%
WAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAL to Watchlist:       View:      Get Complete WAL Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.84    
Smart Investing & Trading Score: 10
Day Percent Change: 0.09%    
Day Change: 0.00
Week Change: -1.02%    
Year-to-date Change: -4.0%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM 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: 10.63    
Smart Investing & Trading Score: 30
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.28%    
Year-to-date Change: -3.4%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of Calamos Convertible and High Income FundCHY Calamos Convertible and High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 561.607 Millions
Recent Price: 11.34    
Smart Investing & Trading Score: 64
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 1.98%    
Year-to-date Change: -1.1%
CHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHY to Watchlist:       View:      Get Complete CHY Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 32.27    
Smart Investing & Trading Score: 49
Day Percent Change: 0.09%    
Day Change: 0.03
Week Change: 4.03%    
Year-to-date Change: -26.1%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

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