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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 23, 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 hence an improvement of trend.

 Year To Date Performance: 9.35 %
 Weekly Performance: 1.82 %
 Daily Performance: 0.60 %
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%
PMOPutnam Municipal Closed-End Fund - Debt9.83100.11-3.90%
AFBAllianceBernstein National Closed-End Fund - Debt10.5100.10-3.04%
VGMInvesco Trust Closed-End Fund - Debt9.54100.10-3.54%
ALTIAlTi Global Asset Mgmt4.88490.10-46.25%
NMTNuveen Massachusetts Closed-End Fund - Debt10.51100.100.00%
THYAgility Shares Exchange Traded Fund22.11150.10-2.12%
CMECME  Brokerage215.68900.092.41%
MHDBlackRock Muni Closed-End Fund - Debt11.49100.09-3.53%
BYMBlackRock Municipal Closed-End Fund - Debt11.07130.09-1.29%
AHHArmada Hoffler REIT - 10.73740.09-13.26%
RMRRMR  Real Estatet22.86170.09-19.02%
ROCLRoth Ch SPAC10.85550.092.07%
DSLDoubleLine ome Closed-End Fund - Debt12.16100.08-0.65%
BRK.BBERKSHIRE HTH-B Insurance409.12630.0814.49%
PHTPioneer High Closed-End Fund - Debt7.36360.082.87%
EQCEquity Commonwealth REIT - Office18.63540.08-2.99%
BFACBattery Future SPAC11.09550.082.17%
AFLAflac  Insurance83.58620.071.31%
HIXWestern Asset Closed-End Fund - Debt4.35100.07-12.24%
CCAPCrescent Capital Asset Mgmt17.18610.06-1.15%
MQTBlackRock MuniYield Closed-End Fund - Debt9.91100.05-4.20%
NEANuveen AMT-Free  Investments10.65300.05-3.14%
NYMTNNew York Mortgage21.38100.05-0.09%
OCSLOaktree Specialty Credit Services19.61370.05-3.97%
USBU.S. Bancorp Regional Banks41.06370.04-5.12%
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 9.35% and is currently outperforming the overall market by 3.62% 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: 9.35%
**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 [457%] Hippo [134%] Gladstone Capital[99%]
Banco Macro[81%] Grupo Financiero[79%] Banco BBVA[72%]
Yiren Digital[62%] Heritage Insurance[58%] Fidelis Insurance[53%]
Mercury General[52%] 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
Oportun [34.5%] Cipher Mining[26.2%] Iris Energy[13.1%]
Root [12.7%] Globe Life[12.7%] Coinbase Global[12.1%]
Metropolitan Bank[11.3%] LendingTree [11.2%] Grupo Supervielle[10.9%]
B. Riley[10.1%] KB [9.6%] Franklin Street[9.6%]
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[-72%] New York[-69%] Texas Pacific[-62%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] AlTi Global[-46%]
RE/MAX [-46%] Fanhua [-45%] C&F [-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
Preferred Bank[100] NBT Bancorp[100] Piedmont Office[100]
Popular [100] Equity Bancshares[100] Trustmark [100]
Heartland [100] Highwoods Properties[100] RLI [100]
Regional Management[100] Banco Santander[100] OneMain [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  41.12750.601.829.35%
IAIBroker-Dealers & Secs 113.05750.151.824.16%
IYFFinancials  93.14750.512.029.05%
IYGFinancial Services  64.90750.822.348.64%
KRERegional Banking  48.84742.333.22-6.84%
IXGGlobal Financials  84.96751.132.538.12%
VFHFinancials  99.84751.562.148.22%
KBEBank  45.781001.363.1-0.51%
FASFinancial Bull 3X 103.43751.815.6125.14%
FAZFinancial Bear 3X 10.6125-1.51-5.29-22.41%
UYGFinancials  64.67751.243.5717.16%
IATRegional Banks  42.06931.223.230.51%
KIEInsurance  49.72700.521.299.94%
PSCFSmallCap Financials  46.2452-0.011.69-5.99%
EUFNEurope Financials  22.59751.922.897.75%
PGFFinancial Preferred  14.68321.101.030.69%
 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 Putnam Municipal Opportunities TrustPMO Putnam Municipal Opportunities Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.507 Millions
Recent Price: 9.83    
Smart Investing & Trading Score: 10
Day Percent Change: 0.11%    
Day Change: 0.01
Week Change: 0.11%    
Year-to-date Change: -3.9%
PMO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMO to Watchlist:       View:      Get Complete PMO 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: 10.51    
Smart Investing & Trading Score: 0
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.38%    
Year-to-date Change: -3.0%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB 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: 9.54    
Smart Investing & Trading Score: 10
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.53%    
Year-to-date Change: -3.5%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of AlTi Global, Inc.ALTI AlTi Global, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 917 Millions
Recent Price: 4.88    
Smart Investing & Trading Score: 49
Day Percent Change: 0.10%    
Day Change: 0.00
Week Change: 5.06%    
Year-to-date Change: -46.3%
ALTI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALTI to Watchlist:       View:      Get Complete ALTI Trend Analysis ➞

Stock Chart of Nuveen Massachusetts Quality Municipal Income FundNMT Nuveen Massachusetts Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 123.407 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 10
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.38%    
Year-to-date Change: 0.0%
NMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMT to Watchlist:       View:      Get Complete NMT 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: 22.11    
Smart Investing & Trading Score: 15
Day Percent Change: 0.10%    
Day Change: 0.02
Week Change: -0.09%    
Year-to-date Change: -2.1%
THY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THY to Watchlist:       View:      Get Complete THY Trend Analysis ➞

Stock Chart of CME Group Inc.CME CME Group Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 64145 Millions
Recent Price: 215.68    
Smart Investing & Trading Score: 90
Day Percent Change: 0.09%    
Day Change: 0.20
Week Change: 1.24%    
Year-to-date Change: 2.4%
CME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CME to Watchlist:       View:      Get Complete CME Trend Analysis ➞

Stock Chart of BlackRock MuniHoldings Fund, Inc.MHD BlackRock MuniHoldings Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 190.907 Millions
Recent Price: 11.49    
Smart Investing & Trading Score: 10
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: -0.17%    
Year-to-date Change: -3.5%
MHD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHD to Watchlist:       View:      Get Complete MHD Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.07    
Smart Investing & Trading Score: 13
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.05%    
Year-to-date Change: -1.3%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Armada Hoffler Properties, Inc.AHH Armada Hoffler Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 550.653 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 74
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 2.19%    
Year-to-date Change: -13.3%
AHH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AHH to Watchlist:       View:      Get Complete AHH Trend Analysis ➞

Stock Chart of The RMR Group Inc.RMR The RMR Group Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 797.419 Millions
Recent Price: 22.86    
Smart Investing & Trading Score: 17
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: 1.28%    
Year-to-date Change: -19.0%
RMR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMR to Watchlist:       View:      Get Complete RMR Trend Analysis ➞

Stock Chart of Roth Ch Acquisition V Co.ROCL Roth Ch Acquisition V Co.
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 55
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 2.1%
ROCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROCL to Watchlist:       View:      Get Complete ROCL 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: 12.16    
Smart Investing & Trading Score: 10
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.41%    
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 BERKSHIRE HTH-BBRK.B BERKSHIRE HTH-B
Sector: Financials
SubSector: Insurance
MarketCap: 56804 Millions
Recent Price: 409.12    
Smart Investing & Trading Score: 63
Day Percent Change: 0.08%    
Day Change: 0.34
Week Change: 1%    
Year-to-date Change: 14.5%
BRK.B Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRK.B to Watchlist:       View:      Get Complete BRK.B Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.36    
Smart Investing & Trading Score: 36
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.48%    
Year-to-date Change: 2.9%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

Stock Chart of Equity CommonwealthEQC Equity Commonwealth
Sector: Financials
SubSector: REIT - Office
MarketCap: 3659.36 Millions
Recent Price: 18.63    
Smart Investing & Trading Score: 54
Day Percent Change: 0.08%    
Day Change: 0.02
Week Change: -0.29%    
Year-to-date Change: -3.0%
EQC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EQC to Watchlist:       View:      Get Complete EQC Trend Analysis ➞

Stock Chart of Battery Future Acquisition Corp.BFAC Battery Future Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 213 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 55
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.05%    
Year-to-date Change: 2.2%
BFAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFAC to Watchlist:       View:      Get Complete BFAC Trend Analysis ➞

Stock Chart of Aflac IncorporatedAFL Aflac Incorporated
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 22706 Millions
Recent Price: 83.58    
Smart Investing & Trading Score: 62
Day Percent Change: 0.07%    
Day Change: 0.06
Week Change: 0.42%    
Year-to-date Change: 1.3%
AFL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFL to Watchlist:       View:      Get Complete AFL Trend Analysis ➞

Stock Chart of Western Asset High Income Fund II Inc.HIX Western Asset High Income Fund II Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 356.807 Millions
Recent Price: 4.35    
Smart Investing & Trading Score: 10
Day Percent Change: 0.07%    
Day Change: 0.00
Week Change: -0.39%    
Year-to-date Change: -12.2%
HIX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIX to Watchlist:       View:      Get Complete HIX Trend Analysis ➞

Stock Chart of Crescent Capital BDC, Inc.CCAP Crescent Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 41157 Millions
Recent Price: 17.18    
Smart Investing & Trading Score: 61
Day Percent Change: 0.06%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: -1.2%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP 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: 9.91    
Smart Investing & Trading Score: 10
Day Percent Change: 0.05%    
Day Change: 0.00
Week Change: 0.35%    
Year-to-date Change: -4.2%
MQT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQT to Watchlist:       View:      Get Complete MQT 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: 10.65    
Smart Investing & Trading Score: 30
Day Percent Change: 0.05%    
Day Change: 0.00
Week Change: -0.05%    
Year-to-date Change: -3.1%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

Stock Chart of New York Mortgage Trust, Inc.NYMTN New York Mortgage Trust, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 1810.39 Millions
Recent Price: 21.38    
Smart Investing & Trading Score: 10
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0.94%    
Year-to-date Change: -0.1%
NYMTN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NYMTN to Watchlist:       View:      Get Complete NYMTN Trend Analysis ➞

Stock Chart of Oaktree Specialty Lending CorporationOCSL Oaktree Specialty Lending Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 353.808 Millions
Recent Price: 19.61    
Smart Investing & Trading Score: 37
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: -0.83%    
Year-to-date Change: -4.0%
OCSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OCSL to Watchlist:       View:      Get Complete OCSL Trend Analysis ➞

Stock Chart of U.S. BancorpUSB U.S. Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 56757.8 Millions
Recent Price: 41.06    
Smart Investing & Trading Score: 37
Day Percent Change: 0.04%    
Day Change: 0.02
Week Change: 1.52%    
Year-to-date Change: -5.1%
USB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add USB to Watchlist:       View:      Get Complete USB Trend Analysis ➞

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