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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 7, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 95 (0-bearish to 100-bullish) which puts Financial sector in short term bullish trend.

The Smart Investing & Trading Score from previous trading session is 85 and hence an improvement of trend.

 Year To Date Performance: 9.77 %
 Weekly Performance: 1.79 %
 Daily Performance: 0.50 %
12Stocks.com
Financial Sector Trend
95 / 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%
TDSBCabana Target Exchange Traded Fund21.75770.33%0.35%
NAPRInnovator Nasdaq Exchange Traded Fund45.48770.22%2.32%
RAFEPIMCO RAFI Exchange Traded Fund33.98770.22%4.63%
LEOBNY  Closed-End Fund - Debt6.04770.17%3.07%
QYLGGlobal X Exchange Traded Fund30.19770.17%4.72%
CBChubb  Insurance252.33770.11%11.65%
FFAFirst Trust Closed-End Fund - Equity18.68770.11%2.24%
FGBIFirst Guaranty Regional Banks11.35770.00%2.07%
NRKNuveen New  Investments10.8877-0.27%3.32%
MMTMFS Multimarket Closed-End Fund - Debt4.6377-0.19%1.78%
EPREPR Properties REIT - Retail42.13761.12%-13.03%
MHFWestern Asset Closed-End Fund - Debt6.84760.59%6.54%
PEOAdams Natural Closed-End Fund - Equity23.33760.34%13.09%
SRCE1st Source Regional Banks51.82760.23%-5.70%
BGRBlackRock Energy Closed-End Fund - Equity13.28760.15%6.67%
ESGRPEnstar  Insurance25.67760.04%2.35%
FBPFirst Ban Foreign Banks18.04760.00%9.67%
HBANLHuntington Bancshares Banks - Regional24.95760.00%4.57%
EJANInnovator MSCI Exchange Traded Fund29.4576-0.61%2.76%
ORealty ome REIT - Retail55.2076-0.45%-3.87%
TRMKTrustmark  Regional Banks30.6176-0.34%9.77%
FRTFederal Realty REIT - Retail103.48751.33%0.42%
FIBKFirst Interstate Regional Banks27.91750.50%-9.24%
BRKHBurtech Acquisition SPAC11.16750.27%4.01%
DBLDoubleLine Opportunistic Closed-End Fund - Debt15.28750.03%-0.49%
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 9.77% and is currently outperforming the overall market by 1.46% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 95
YTD Performance: 9.77%
**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 [461%] Banco Macro[120%] Grupo Financiero[109%]
Gladstone Capital[104%] Banco BBVA[104%] Hippo [99%]
EverQuote [98%] SelectQuote [76%] Grupo Supervielle[76%]
Yiren Digital[70%] LendingTree [64%] Vista Oil[55%]
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
Trupanion [25.8%] Ambac [19.4%] SelectQuote [18.4%]
Iris Energy[12%] EverQuote [11.5%] UBS [9.5%]
AG Mortgage[8.9%] BCB Bancorp[8.7%] Alexander s[8.5%]
eHealth [8.5%] Douglas Elliman[8.3%] FutureTech II[8.1%]
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[-64%] New York[-63%] Texas Pacific[-63%]
Hywin [-59%] Fathom [-52%] FRP [-51%]
Fanhua [-49%] Douglas Elliman[-49%] AlTi Global[-46%]
OppFi [-44%] Fangdd Network[-42%] Hudson Pacific[-42%]
.
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
Ambac [100] EverQuote [100] ProAssurance [100]
USCB [100] Gladstone Commercial[100] FutureTech II[100]
Eaton Vance[100] Star [100] AXIS Capital[100]
MBIA [100] Kite Realty[100] TPG RE[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  41.27950.501.799.77%
IAIBroker-Dealers & Secs 116.171000.371.667.04%
IYFFinancials  93.80900.201.449.82%
IYGFinancial Services  64.92950.141.38.68%
KRERegional Banking  50.271000.471.26-4.11%
IXGGlobal Financials  86.10950.761.499.57%
VFHFinancials  100.15950.301.478.55%
KBEBank  47.251000.771.852.67%
FASFinancial Bull 3X 103.80951.555.0325.59%
FAZFinancial Bear 3X 10.545-1.59-4.87-22.9%
UYGFinancials  64.81950.863.2217.41%
IATRegional Banks  42.861000.451.352.44%
KIEInsurance  50.79950.812.6512.32%
PSCFSmallCap Financials  47.631000.010.73-3.16%
EUFNEurope Financials  23.291001.302.8511.12%
PGFFinancial Preferred  14.94690.540.612.47%
 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 Cabana Target Drawdown 7 ETFTDSB Cabana Target Drawdown 7 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.75    
Smart Investing & Trading Score: 77
Day Percent Change: 0.33%    
Day Change: 0.07
Week Change: 0.32%    
Year-to-date Change: 0.4%
TDSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSB to Watchlist:       View:      Get Complete TDSB Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   AprilNAPR Innovator Nasdaq 100 Power Buffer ETF April
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.48    
Smart Investing & Trading Score: 77
Day Percent Change: 0.22%    
Day Change: 0.10
Week Change: 0.57%    
Year-to-date Change: 2.3%
NAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAPR to Watchlist:       View:      Get Complete NAPR Trend Analysis ➞

Stock Chart of PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE PIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.98    
Smart Investing & Trading Score: 77
Day Percent Change: 0.22%    
Day Change: 0.07
Week Change: 0.9%    
Year-to-date Change: 4.6%
RAFE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RAFE to Watchlist:       View:      Get Complete RAFE Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipals, Inc.LEO BNY Mellon Strategic Municipals, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 429.107 Millions
Recent Price: 6.04    
Smart Investing & Trading Score: 77
Day Percent Change: 0.17%    
Day Change: 0.01
Week Change: 0.33%    
Year-to-date Change: 3.1%
LEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LEO to Watchlist:       View:      Get Complete LEO Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.19    
Smart Investing & Trading Score: 77
Day Percent Change: 0.17%    
Day Change: 0.05
Week Change: 0.94%    
Year-to-date Change: 4.7%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of Chubb LimitedCB Chubb Limited
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 51615.9 Millions
Recent Price: 252.33    
Smart Investing & Trading Score: 77
Day Percent Change: 0.11%    
Day Change: 0.28
Week Change: 1.52%    
Year-to-date Change: 11.7%
CB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CB to Watchlist:       View:      Get Complete CB Trend Analysis ➞

Stock Chart of First Trust Enhanced Equity Income FundFFA First Trust Enhanced Equity Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 206.247 Millions
Recent Price: 18.68    
Smart Investing & Trading Score: 77
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: 1.08%    
Year-to-date Change: 2.2%
FFA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFA to Watchlist:       View:      Get Complete FFA Trend Analysis ➞

Stock Chart of First Guaranty Bancshares, Inc.FGBI First Guaranty Bancshares, Inc.
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 224.035 Millions
Recent Price: 11.35    
Smart Investing & Trading Score: 77
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
Year-to-date Change: 2.1%
FGBI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FGBI to Watchlist:       View:      Get Complete FGBI Trend Analysis ➞

Stock Chart of Nuveen New York AMT-Free Quality Municipal Income FundNRK Nuveen New York AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 1006.7 Millions
Recent Price: 10.88    
Smart Investing & Trading Score: 77
Day Percent Change: -0.27%    
Day Change: -0.03
Week Change: 0.14%    
Year-to-date Change: 3.3%
NRK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NRK to Watchlist:       View:      Get Complete NRK Trend Analysis ➞

Stock Chart of MFS Multimarket Income TrustMMT MFS Multimarket Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 279.807 Millions
Recent Price: 4.63    
Smart Investing & Trading Score: 77
Day Percent Change: -0.19%    
Day Change: -0.01
Week Change: 0.56%    
Year-to-date Change: 1.8%
MMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMT to Watchlist:       View:      Get Complete MMT Trend Analysis ➞

Stock Chart of EPR PropertiesEPR EPR Properties
Sector: Financials
SubSector: REIT - Retail
MarketCap: 2217.64 Millions
Recent Price: 42.13    
Smart Investing & Trading Score: 76
Day Percent Change: 1.12%    
Day Change: 0.46
Week Change: 0.32%    
Year-to-date Change: -13.0%
EPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPR to Watchlist:       View:      Get Complete EPR Trend Analysis ➞

Stock Chart of Western Asset Municipal High Income Fund Inc.MHF Western Asset Municipal High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 139.107 Millions
Recent Price: 6.84    
Smart Investing & Trading Score: 76
Day Percent Change: 0.59%    
Day Change: 0.04
Week Change: 0.81%    
Year-to-date Change: 6.5%
MHF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHF to Watchlist:       View:      Get Complete MHF Trend Analysis ➞

Stock Chart of Adams Natural Resources Fund, Inc.PEO Adams Natural Resources Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 222.247 Millions
Recent Price: 23.33    
Smart Investing & Trading Score: 76
Day Percent Change: 0.34%    
Day Change: 0.08
Week Change: 1.13%    
Year-to-date Change: 13.1%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO Trend Analysis ➞

Stock Chart of 1st Source CorporationSRCE 1st Source Corporation
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 784.77 Millions
Recent Price: 51.82    
Smart Investing & Trading Score: 76
Day Percent Change: 0.23%    
Day Change: 0.12
Week Change: 0.72%    
Year-to-date Change: -5.7%
SRCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SRCE to Watchlist:       View:      Get Complete SRCE Trend Analysis ➞

Stock Chart of BlackRock Energy and Resources TrustBGR BlackRock Energy and Resources Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 150.947 Millions
Recent Price: 13.28    
Smart Investing & Trading Score: 76
Day Percent Change: 0.15%    
Day Change: 0.02
Week Change: 1.22%    
Year-to-date Change: 6.7%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.67    
Smart Investing & Trading Score: 76
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 2.4%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of First BanCorp.FBP First BanCorp.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 913.079 Millions
Recent Price: 18.04    
Smart Investing & Trading Score: 76
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.22%    
Year-to-date Change: 9.7%
FBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FBP to Watchlist:       View:      Get Complete FBP Trend Analysis ➞

Stock Chart of Huntington Bancshares IncorporatedHBANL Huntington Bancshares Incorporated
Sector: Financials
SubSector: Banks - Regional
MarketCap: 15560 Millions
Recent Price: 24.95    
Smart Investing & Trading Score: 76
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.83%    
Year-to-date Change: 4.6%
HBANL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HBANL to Watchlist:       View:      Get Complete HBANL Trend Analysis ➞

Stock Chart of Innovator MSCI EM Power Buffer ETF JanuaryEJAN Innovator MSCI EM Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.45    
Smart Investing & Trading Score: 76
Day Percent Change: -0.61%    
Day Change: -0.18
Week Change: -0.51%    
Year-to-date Change: 2.8%
EJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EJAN to Watchlist:       View:      Get Complete EJAN Trend Analysis ➞

Stock Chart of Realty Income CorporationO Realty Income Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 17647.4 Millions
Recent Price: 55.20    
Smart Investing & Trading Score: 76
Day Percent Change: -0.45%    
Day Change: -0.25
Week Change: -0.11%    
Year-to-date Change: -3.9%
O Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add O to Watchlist:       View:      Get Complete O Trend Analysis ➞

Stock Chart of Trustmark CorporationTRMK Trustmark Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 1630.15 Millions
Recent Price: 30.61    
Smart Investing & Trading Score: 76
Day Percent Change: -0.34%    
Day Change: -0.11
Week Change: -0.83%    
Year-to-date Change: 9.8%
TRMK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRMK to Watchlist:       View:      Get Complete TRMK Trend Analysis ➞

Stock Chart of Federal Realty Investment TrustFRT Federal Realty Investment Trust
Sector: Financials
SubSector: REIT - Retail
MarketCap: 5878.64 Millions
Recent Price: 103.48    
Smart Investing & Trading Score: 75
Day Percent Change: 1.33%    
Day Change: 1.36
Week Change: 1.44%    
Year-to-date Change: 0.4%
FRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRT to Watchlist:       View:      Get Complete FRT Trend Analysis ➞

Stock Chart of First Interstate BancSystem, Inc.FIBK First Interstate BancSystem, Inc.
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1797.69 Millions
Recent Price: 27.91    
Smart Investing & Trading Score: 75
Day Percent Change: 0.50%    
Day Change: 0.14
Week Change: 0.98%    
Year-to-date Change: -9.2%
FIBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIBK to Watchlist:       View:      Get Complete FIBK Trend Analysis ➞

Stock Chart of Burtech Acquisition Corp.BRKH Burtech Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 182 Millions
Recent Price: 11.16    
Smart Investing & Trading Score: 75
Day Percent Change: 0.27%    
Day Change: 0.03
Week Change: 0.2%    
Year-to-date Change: 4.0%
BRKH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BRKH to Watchlist:       View:      Get Complete BRKH Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 15.28    
Smart Investing & Trading Score: 75
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: 0.23%    
Year-to-date Change: -0.5%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

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