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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 5, 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%
EVMEaton Vance Asset Mgmt9.38650.64%2.51%
DHYCredit Suisse Asset Mgmt2.02650.50%2.02%
BGTBlackRock Floating Closed-End Fund - Debt12.92650.08%4.36%
GHLDGuild  Mortgage Finance13.9865-0.43%-3.02%
BKNBlackRock  Closed-End Fund - Debt12.12651.00%2.19%
CSQCalamos Strategic Closed-End Fund - Debt15.86650.95%6.66%
DHCDiversified Healthcare REIT2.62648.26%-29.95%
AIC3.ai  REIT Mortgage24.04643.84%-16.27%
CFFIC&F  Regional Banks43.12643.31%-36.76%
ESSAESSA Bancorp S&L17.20643.06%-14.09%
PDLBPDL Community REIT - Retail8.65642.98%-11.37%
GRBKGreen Brick Real Estatet56.64642.93%9.05%
FRHCFreedom Holding Asset Mgmt69.50642.61%-13.77%
MMIMarcus & Millichap Real Estatet33.30642.27%-23.76%
WFWoori  Foreign Banks31.73642.26%5.00%
LXLexinFintech  Credit Services1.82642.25%-1.09%
JRSNuveen Real Asset Mgmt7.41642.07%-5.24%
CATYCathay General Regional Banks36.45641.87%-18.22%
MINMFS Intermediate Closed-End Fund - Debt2.66641.53%-0.75%
CIIBlackRock Enhanced Closed-End Fund - Equity19.07641.49%0.37%
MHNBlackRock Muni Closed-End Fund - Debt10.45641.31%-0.62%
AFGEAmerican  Insurance19.20641.19%-1.51%
BLWBlackRock  Closed-End Fund - Debt13.67641.18%-2.22%
AMTAmerican Tower REIT - 181.74641.17%-15.81%
TIPTTiptree  Life Insurance16.65641.09%-12.18%
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 Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.38    
Smart Investing & Trading Score: 65
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: 0.75%    
Year-to-date Change: 2.5%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 2.02    
Smart Investing & Trading Score: 65
Day Percent Change: 0.50%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 2.0%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income TrustBGT BlackRock Floating Rate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 192.607 Millions
Recent Price: 12.92    
Smart Investing & Trading Score: 65
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: 0.16%    
Year-to-date Change: 4.4%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of Guild Holdings CompanyGHLD Guild Holdings Company
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 91157 Millions
Recent Price: 13.98    
Smart Investing & Trading Score: 65
Day Percent Change: -0.43%    
Day Change: -0.06
Week Change: 2.57%    
Year-to-date Change: -3.0%
GHLD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GHLD to Watchlist:       View:      Get Complete GHLD 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: 12.12    
Smart Investing & Trading Score: 65
Day Percent Change: 1.00%    
Day Change: 0.12
Week Change: 0.5%    
Year-to-date Change: 2.2%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Calamos Strategic Total Return FundCSQ Calamos Strategic Total Return Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1196.17 Millions
Recent Price: 15.86    
Smart Investing & Trading Score: 65
Day Percent Change: 0.95%    
Day Change: 0.15
Week Change: 0.44%    
Year-to-date Change: 6.7%
CSQ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSQ to Watchlist:       View:      Get Complete CSQ Trend Analysis ➞

Stock Chart of Diversified Healthcare TrustDHC Diversified Healthcare Trust
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 814.114 Millions
Recent Price: 2.62    
Smart Investing & Trading Score: 64
Day Percent Change: 8.26%    
Day Change: 0.20
Week Change: 7.82%    
Year-to-date Change: -30.0%
DHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHC to Watchlist:       View:      Get Complete DHC Trend Analysis ➞

Stock Chart of C3.ai, Inc.AI C3.ai, Inc.
Sector: Financials
SubSector: REIT Mortgage
MarketCap: 12467 Millions
Recent Price: 24.04    
Smart Investing & Trading Score: 64
Day Percent Change: 3.84%    
Day Change: 0.89
Week Change: 5.3%    
Year-to-date Change: -16.3%
AI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AI to Watchlist:       View:      Get Complete AI Trend Analysis ➞

Stock Chart of C&F Financial CorporationCFFI C&F Financial Corporation
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 145.559 Millions
Recent Price: 43.12    
Smart Investing & Trading Score: 64
Day Percent Change: 3.31%    
Day Change: 1.38
Week Change: 11.88%    
Year-to-date Change: -36.8%
CFFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFFI to Watchlist:       View:      Get Complete CFFI Trend Analysis ➞

Stock Chart of ESSA Bancorp, Inc.ESSA ESSA Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 171.33 Millions
Recent Price: 17.20    
Smart Investing & Trading Score: 64
Day Percent Change: 3.06%    
Day Change: 0.51
Week Change: 3.61%    
Year-to-date Change: -14.1%
ESSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESSA to Watchlist:       View:      Get Complete ESSA Trend Analysis ➞

Stock Chart of PDL Community BancorpPDLB PDL Community Bancorp
Sector: Financials
SubSector: REIT - Retail
MarketCap: 206.114 Millions
Recent Price: 8.65    
Smart Investing & Trading Score: 64
Day Percent Change: 2.98%    
Day Change: 0.25
Week Change: 6.13%    
Year-to-date Change: -11.4%
PDLB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PDLB to Watchlist:       View:      Get Complete PDLB Trend Analysis ➞

Stock Chart of Green Brick Partners, Inc.GRBK Green Brick Partners, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 341.819 Millions
Recent Price: 56.64    
Smart Investing & Trading Score: 64
Day Percent Change: 2.93%    
Day Change: 1.61
Week Change: 1.89%    
Year-to-date Change: 9.1%
GRBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GRBK to Watchlist:       View:      Get Complete GRBK Trend Analysis ➞

Stock Chart of Freedom Holding Corp.FRHC Freedom Holding Corp.
Sector: Financials
SubSector: Asset Management
MarketCap: 777.003 Millions
Recent Price: 69.50    
Smart Investing & Trading Score: 64
Day Percent Change: 2.61%    
Day Change: 1.77
Week Change: 1.46%    
Year-to-date Change: -13.8%
FRHC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRHC to Watchlist:       View:      Get Complete FRHC Trend Analysis ➞

Stock Chart of Marcus & Millichap, Inc.MMI Marcus & Millichap, Inc.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 1005.19 Millions
Recent Price: 33.30    
Smart Investing & Trading Score: 64
Day Percent Change: 2.27%    
Day Change: 0.74
Week Change: 3.19%    
Year-to-date Change: -23.8%
MMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MMI to Watchlist:       View:      Get Complete MMI Trend Analysis ➞

Stock Chart of Woori Financial Group Inc.WF Woori Financial Group Inc.
Sector: Financials
SubSector: Foreign Regional Banks
MarketCap: 4772.69 Millions
Recent Price: 31.73    
Smart Investing & Trading Score: 64
Day Percent Change: 2.26%    
Day Change: 0.70
Week Change: 2.19%    
Year-to-date Change: 5.0%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of LexinFintech Holdings Ltd.LX LexinFintech Holdings Ltd.
Sector: Financials
SubSector: Credit Services
MarketCap: 1674.18 Millions
Recent Price: 1.82    
Smart Investing & Trading Score: 64
Day Percent Change: 2.25%    
Day Change: 0.04
Week Change: 6.43%    
Year-to-date Change: -1.1%
LX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LX to Watchlist:       View:      Get Complete LX Trend Analysis ➞

Stock Chart of Nuveen Real Estate Income FundJRS Nuveen Real Estate Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 156.003 Millions
Recent Price: 7.41    
Smart Investing & Trading Score: 64
Day Percent Change: 2.07%    
Day Change: 0.15
Week Change: 1.51%    
Year-to-date Change: -5.2%
JRS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRS to Watchlist:       View:      Get Complete JRS Trend Analysis ➞

Stock Chart of Cathay General BancorpCATY Cathay General Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 1781.99 Millions
Recent Price: 36.45    
Smart Investing & Trading Score: 64
Day Percent Change: 1.87%    
Day Change: 0.67
Week Change: 4.02%    
Year-to-date Change: -18.2%
CATY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CATY to Watchlist:       View:      Get Complete CATY Trend Analysis ➞

Stock Chart of MFS Intermediate Income TrustMIN MFS Intermediate Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 395.107 Millions
Recent Price: 2.66    
Smart Investing & Trading Score: 64
Day Percent Change: 1.53%    
Day Change: 0.04
Week Change: 1.92%    
Year-to-date Change: -0.8%
MIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIN to Watchlist:       View:      Get Complete MIN Trend Analysis ➞

Stock Chart of BlackRock Enhanced Capital and Income Fund, Inc.CII BlackRock Enhanced Capital and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 494.247 Millions
Recent Price: 19.07    
Smart Investing & Trading Score: 64
Day Percent Change: 1.49%    
Day Change: 0.28
Week Change: 2.31%    
Year-to-date Change: 0.4%
CII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CII to Watchlist:       View:      Get Complete CII 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: 10.45    
Smart Investing & Trading Score: 64
Day Percent Change: 1.31%    
Day Change: 0.13
Week Change: 2.2%    
Year-to-date Change: -0.6%
MHN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MHN to Watchlist:       View:      Get Complete MHN Trend Analysis ➞

Stock Chart of American Financial Group, Inc.AFGE American Financial Group, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 2239.66 Millions
Recent Price: 19.20    
Smart Investing & Trading Score: 64
Day Percent Change: 1.19%    
Day Change: 0.22
Week Change: 1.99%    
Year-to-date Change: -1.5%
AFGE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFGE to Watchlist:       View:      Get Complete AFGE Trend Analysis ➞

Stock Chart of BlackRock Limited Duration Income TrustBLW BlackRock Limited Duration Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 382.307 Millions
Recent Price: 13.67    
Smart Investing & Trading Score: 64
Day Percent Change: 1.18%    
Day Change: 0.16
Week Change: 1.11%    
Year-to-date Change: -2.2%
BLW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BLW to Watchlist:       View:      Get Complete BLW Trend Analysis ➞

Stock Chart of American Tower Corporation (REIT)AMT American Tower Corporation (REIT)
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 92527 Millions
Recent Price: 181.74    
Smart Investing & Trading Score: 64
Day Percent Change: 1.17%    
Day Change: 2.10
Week Change: 5.85%    
Year-to-date Change: -15.8%
AMT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMT to Watchlist:       View:      Get Complete AMT Trend Analysis ➞

Stock Chart of Tiptree Inc.TIPT Tiptree Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 183.486 Millions
Recent Price: 16.65    
Smart Investing & Trading Score: 64
Day Percent Change: 1.09%    
Day Change: 0.18
Week Change: 4.26%    
Year-to-date Change: -12.2%
TIPT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TIPT to Watchlist:       View:      Get Complete TIPT Trend Analysis ➞

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