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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 4, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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 PriceTrend ScoreChange %YTD Change%
BMAYInnovator S&P Exchange Traded Fund36.29900.92%7.14%
SBRASabra Health REIT14.35900.91%0.56%
DJUNFT Cboe Exchange Traded Fund40.10900.91%5.67%
OFGOFG Bancorp Banks37.34900.89%-0.37%
BGBBlackstone/GSO Strategic Closed-End Fund - Debt11.91900.89%5.26%
EMDWestern Asset Closed-End Fund - Debt9.24900.87%0.33%
CCAPCrescent Capital Asset Mgmt17.49900.87%0.63%
RFRegions  Regional Banks19.80900.81%2.17%
AWAYETFMG Travel Exchange Traded Fund20.14900.80%3.02%
FTFranklin Universal Closed-End Fund - Debt6.67900.76%0.30%
DMFBNY  Asset Mgmt6.74900.75%3.62%
AMALAmalgamated Bank Regional Banks25.38900.75%-5.79%
BCATBlackRock Capital Closed-End Fund - Equity15.94900.69%7.34%
PFNPIMCO ome Closed-End Fund - Debt7.43900.68%2.77%
HTGCHercules Capital Mortgage19.43900.67%16.56%
IJANInnovator MSCI Exchange Traded Fund31.11900.65%2.20%
MTGMGIC  Insurance20.64900.63%7.00%
PTYPIMCO Corporate Closed-End Fund - Debt14.51900.62%9.59%
GAMGeneral American Closed-End Fund - Equity46.30900.59%7.80%
AGMFederal Agricultural Credit Services194.22900.45%1.57%
MTBM&T Bank Regional Banks146.58900.21%6.93%
FEIFirst Trust Closed-End Fund - Equity9.83900.20%14.70%
NBNNortheast Bank Regional Banks54.98900.16%-0.38%
HAFCHanmi  Regional Banks15.8090-0.63%-18.56%
BSRRSierra Bancorp Regional Banks20.8590-0.33%-7.54%
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 7.85% and is currently outperforming the overall market by 0.97% 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: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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
New York[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 Innovator S&P 500 Buffer ETF   MayBMAY Innovator S&P 500 Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.29    
Smart Investing & Trading Score: 90
Day Percent Change: 0.92%    
Day Change: 0.33
Week Change: 1.36%    
Year-to-date Change: 7.1%
BMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMAY to Watchlist:       View:      Get Complete BMAY Trend Analysis ➞

Stock Chart of Sabra Health Care REIT, Inc.SBRA Sabra Health Care REIT, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 2576.54 Millions
Recent Price: 14.35    
Smart Investing & Trading Score: 90
Day Percent Change: 0.91%    
Day Change: 0.13
Week Change: 2.94%    
Year-to-date Change: 0.6%
SBRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBRA to Watchlist:       View:      Get Complete SBRA Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   JuneDJUN FT Cboe Vest US Eq Deep Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 40.10    
Smart Investing & Trading Score: 90
Day Percent Change: 0.91%    
Day Change: 0.36
Week Change: 0.38%    
Year-to-date Change: 5.7%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 37.34    
Smart Investing & Trading Score: 90
Day Percent Change: 0.89%    
Day Change: 0.33
Week Change: 2.87%    
Year-to-date Change: -0.4%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG 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: 11.91    
Smart Investing & Trading Score: 90
Day Percent Change: 0.89%    
Day Change: 0.10
Week Change: 1.23%    
Year-to-date Change: 5.3%
BGB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGB to Watchlist:       View:      Get Complete BGB Trend Analysis ➞

Stock Chart of Western Asset Emerging Markets Debt Fund Inc.EMD Western Asset Emerging Markets Debt Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 595.907 Millions
Recent Price: 9.24    
Smart Investing & Trading Score: 90
Day Percent Change: 0.87%    
Day Change: 0.08
Week Change: 2.9%    
Year-to-date Change: 0.3%
EMD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMD to Watchlist:       View:      Get Complete EMD Trend Analysis ➞

Stock Chart of Crescent Capital BDC, Inc.CCAP Crescent Capital BDC, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 41157 Millions
Recent Price: 17.49    
Smart Investing & Trading Score: 90
Day Percent Change: 0.87%    
Day Change: 0.15
Week Change: 0.81%    
Year-to-date Change: 0.6%
CCAP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCAP to Watchlist:       View:      Get Complete CCAP Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.80    
Smart Investing & Trading Score: 90
Day Percent Change: 0.81%    
Day Change: 0.16
Week Change: 0.92%    
Year-to-date Change: 2.2%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of ETFMG Travel Tech ETFAWAY ETFMG Travel Tech ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 20.14    
Smart Investing & Trading Score: 90
Day Percent Change: 0.80%    
Day Change: 0.16
Week Change: 0.2%    
Year-to-date Change: 3.0%
AWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWAY to Watchlist:       View:      Get Complete AWAY Trend Analysis ➞

Stock Chart of Franklin Universal TrustFT Franklin Universal Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.907 Millions
Recent Price: 6.67    
Smart Investing & Trading Score: 90
Day Percent Change: 0.76%    
Day Change: 0.05
Week Change: 1.52%    
Year-to-date Change: 0.3%
FT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FT to Watchlist:       View:      Get Complete FT 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: 6.74    
Smart Investing & Trading Score: 90
Day Percent Change: 0.75%    
Day Change: 0.05
Week Change: 1.43%    
Year-to-date Change: 3.6%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 25.38    
Smart Investing & Trading Score: 90
Day Percent Change: 0.75%    
Day Change: 0.19
Week Change: 3.17%    
Year-to-date Change: -5.8%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of BlackRock Capital Allocation Term TrustBCAT BlackRock Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1650 Millions
Recent Price: 15.94    
Smart Investing & Trading Score: 90
Day Percent Change: 0.69%    
Day Change: 0.11
Week Change: 3.17%    
Year-to-date Change: 7.3%
BCAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCAT to Watchlist:       View:      Get Complete BCAT 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: 7.43    
Smart Investing & Trading Score: 90
Day Percent Change: 0.68%    
Day Change: 0.05
Week Change: 2.91%    
Year-to-date Change: 2.8%
PFN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFN to Watchlist:       View:      Get Complete PFN Trend Analysis ➞

Stock Chart of Hercules Capital, Inc.HTGC Hercules Capital, Inc.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 881.039 Millions
Recent Price: 19.43    
Smart Investing & Trading Score: 90
Day Percent Change: 0.67%    
Day Change: 0.13
Week Change: 1.89%    
Year-to-date Change: 16.6%
HTGC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HTGC to Watchlist:       View:      Get Complete HTGC Trend Analysis ➞

Stock Chart of Innovator MSCI EAFE Power Buffer ETF JanuaryIJAN Innovator MSCI EAFE Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 31.11    
Smart Investing & Trading Score: 90
Day Percent Change: 0.65%    
Day Change: 0.20
Week Change: 0.58%    
Year-to-date Change: 2.2%
IJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IJAN to Watchlist:       View:      Get Complete IJAN Trend Analysis ➞

Stock Chart of MGIC Investment CorporationMTG MGIC Investment Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2521.62 Millions
Recent Price: 20.64    
Smart Investing & Trading Score: 90
Day Percent Change: 0.63%    
Day Change: 0.13
Week Change: 0.78%    
Year-to-date Change: 7.0%
MTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTG to Watchlist:       View:      Get Complete MTG Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Opportunity FundPTY PIMCO Corporate & Income Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1085.87 Millions
Recent Price: 14.51    
Smart Investing & Trading Score: 90
Day Percent Change: 0.62%    
Day Change: 0.09
Week Change: 2.69%    
Year-to-date Change: 9.6%
PTY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTY to Watchlist:       View:      Get Complete PTY 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: 46.30    
Smart Investing & Trading Score: 90
Day Percent Change: 0.59%    
Day Change: 0.27
Week Change: 0.59%    
Year-to-date Change: 7.8%
GAM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GAM to Watchlist:       View:      Get Complete GAM Trend Analysis ➞

Stock Chart of Federal Agricultural Mortgage CorporationAGM Federal Agricultural Mortgage Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 542.008 Millions
Recent Price: 194.22    
Smart Investing & Trading Score: 90
Day Percent Change: 0.45%    
Day Change: 0.87
Week Change: 1.67%    
Year-to-date Change: 1.6%
AGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGM to Watchlist:       View:      Get Complete AGM Trend Analysis ➞

Stock Chart of M&T Bank CorporationMTB M&T Bank Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 13950.9 Millions
Recent Price: 146.58    
Smart Investing & Trading Score: 90
Day Percent Change: 0.21%    
Day Change: 0.31
Week Change: 0.14%    
Year-to-date Change: 6.9%
MTB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTB to Watchlist:       View:      Get Complete MTB Trend Analysis ➞

Stock Chart of First Trust MLP and Energy Income FundFEI First Trust MLP and Energy Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 187.947 Millions
Recent Price: 9.83    
Smart Investing & Trading Score: 90
Day Percent Change: 0.20%    
Day Change: 0.02
Week Change: 0.41%    
Year-to-date Change: 14.7%
FEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FEI to Watchlist:       View:      Get Complete FEI Trend Analysis ➞

Stock Chart of Northeast BankNBN Northeast Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 114.199 Millions
Recent Price: 54.98    
Smart Investing & Trading Score: 90
Day Percent Change: 0.16%    
Day Change: 0.09
Week Change: 4.7%    
Year-to-date Change: -0.4%
NBN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBN to Watchlist:       View:      Get Complete NBN Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 15.80    
Smart Investing & Trading Score: 90
Day Percent Change: -0.63%    
Day Change: -0.10
Week Change: -0.13%    
Year-to-date Change: -18.6%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of Sierra BancorpBSRR Sierra Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 256.929 Millions
Recent Price: 20.85    
Smart Investing & Trading Score: 90
Day Percent Change: -0.33%    
Day Change: -0.07
Week Change: 1.71%    
Year-to-date Change: -7.5%
BSRR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSRR to Watchlist:       View:      Get Complete BSRR Trend Analysis ➞

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