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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 2, 2024 - Although long and mid term trends for Financial sector looks good, the short term trends are deteriorating.

The overall Smart Investing & Trading Score is 21 (0-bearish to 100-bullish) which puts Financial sector in short term bearish to neutral trend.

The Smart Investing & Trading Score from previous trading session is 39 and hence a deterioration of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: 0.00 %
12Stocks.com
Financial Sector Trend
21 / 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%
CASHMeta  S&L50.55380.36%-4.50%
ASCBA SPAC SPAC11.09380.00%2.13%
MTALMetals Acquisition SPAC13.3038-0.89%20.47%
FDGAmerican Century Exchange Traded Fund80.08380.88%12.55%
SIXS6 Meridian Exchange Traded Fund45.39380.55%-4.02%
FPFFirst Trust Closed-End Fund - Debt17.14380.47%5.09%
NCANuveen California Closed-End Fund - Debt8.70380.23%-2.90%
JWSMJaws Mustang SPAC11.02380.00%-0.09%
BMRCBank of Marin Bancorp Regional Banks14.81373.13%-32.74%
NAZNuveen Arizona Asset Mgmt10.65370.90%-0.56%
VPVInvesco Pennsylvania Closed-End Fund - Debt9.94370.25%-0.65%
GFNew Germany Closed-End Fund - Foreign8.42370.72%-3.66%
NVGNuveen AMT-Free Asset Mgmt11.61370.52%-1.78%
INBKFirst Internet Regional Banks31.11370.19%28.61%
ETVEaton Vance Closed-End Fund - Equity12.6637-0.08%2.68%
EZPWEZCORP  Credit Services11.03360.46%26.20%
SIEBSiebert  Brokerage1.9736-2.48%17.26%
AIVApartment  REIT7.9136-1.13%1.02%
PEOAdams Natural Closed-End Fund - Equity22.8736-1.08%10.86%
BGRBlackRock Energy Closed-End Fund - Equity12.9636-1.07%4.10%
SBRSabine Royalty  Investments61.0336-0.81%-10.06%
FIHLFidelis Insurance Insurance - 18.5236-0.32%46.58%
ESRTEmpire State REIT - 9.26351.76%-4.44%
TPVGTriplePoint Venture Closed-End Fund - Equity9.45350.64%-12.98%
TDSBCabana Target Exchange Traded Fund21.54350.09%-0.60%
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 7.34% and is currently outperforming the overall market by 2.8% 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: Not Good
Overall Trend Score: 21
YTD Performance: 7.34%
**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 [568%] Hippo [141%] Gladstone Capital[103%]
Banco Macro[90%] Grupo Financiero[87%] Banco BBVA[78%]
EverQuote [67%] Yiren Digital[67%] Grupo Supervielle[58%]
LendingTree [58%] Heritage Insurance[58%] B. Riley[56%]
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
LendingTree [26.4%] Heartland [17.8%] New York[14.5%]
Douglas Elliman[13.5%] Industrial Logistics[11.6%] LendingClub [11.1%]
TPG RE[9.8%] AdvisorShares Pure[9%] USCB [9%]
AltC Acquisition[8.8%] Root [8.7%] Territorial Bancorp[8.2%]
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[-67%] Texas Pacific[-64%]
Hywin [-58%] Douglas Elliman[-54%] Fathom [-54%]
FRP [-51%] Fanhua [-51%] eHealth [-49%]
AlTi Global[-47%] OppFi [-47%] RE/MAX [-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
LendingClub [100] TPG RE[100] Redwood Trust[100]
Axos [100] Peoples Bancorp[100] Univest [100]
USCB [100] Equitable [100] Columbia Banking[100]
BankUnited [100] Voya [100] Preferred Bank[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  40.36210.00-1.137.34%
IAIBroker-Dealers & Secs 112.07650.63-0.833.26%
IYFFinancials  91.67530.57-0.547.33%
IYGFinancial Services  63.54280.08-1.666.37%
KRERegional Banking  48.23732.570.08-8.01%
IXGGlobal Financials  84.15230.41-0.057.09%
VFHFinancials  97.76280.10-1.185.96%
KBEBank  45.27882.14-0.13-1.63%
FASFinancial Bull 3X 97.3015-0.12-3.3117.73%
FAZFinancial Bear 3X 11.26490.093.68-17.63%
UYGFinancials  62.1528-0.10-2.3612.59%
IATRegional Banks  41.50711.49-0.53-0.81%
KIEInsurance  49.15541.171.288.69%
PSCFSmallCap Financials  46.94272.511.25-4.55%
EUFNEurope Financials  22.2341-0.09-1.026.06%
PGFFinancial Preferred  14.6080.760.210.14%
 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 Meta Financial Group, Inc.CASH Meta Financial Group, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 849.33 Millions
Recent Price: 50.55    
Smart Investing & Trading Score: 38
Day Percent Change: 0.36%    
Day Change: 0.18
Week Change: -3.05%    
Year-to-date Change: -4.5%
CASH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CASH to Watchlist:       View:      Get Complete CASH Trend Analysis ➞

Stock Chart of A SPAC II Acquisition CorporationASCB A SPAC II Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 267 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.44%    
Year-to-date Change: 2.1%
ASCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASCB to Watchlist:       View:      Get Complete ASCB Trend Analysis ➞

Stock Chart of Metals Acquisition LimitedMTAL Metals Acquisition Limited
Sector: Financials
SubSector: SPAC
MarketCap: 497 Millions
Recent Price: 13.30    
Smart Investing & Trading Score: 38
Day Percent Change: -0.89%    
Day Change: -0.12
Week Change: -4.25%    
Year-to-date Change: 20.5%
MTAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MTAL to Watchlist:       View:      Get Complete MTAL Trend Analysis ➞

Stock Chart of American Century Focused Dynamic Growth ETFFDG American Century Focused Dynamic Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 80.08    
Smart Investing & Trading Score: 38
Day Percent Change: 0.88%    
Day Change: 0.70
Week Change: 0.28%    
Year-to-date Change: 12.6%
FDG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FDG to Watchlist:       View:      Get Complete FDG Trend Analysis ➞

Stock Chart of 6 Meridian Small Cap Equity ETFSIXS 6 Meridian Small Cap Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 45.39    
Smart Investing & Trading Score: 38
Day Percent Change: 0.55%    
Day Change: 0.25
Week Change: -0.48%    
Year-to-date Change: -4.0%
SIXS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXS to Watchlist:       View:      Get Complete SIXS Trend Analysis ➞

Stock Chart of First Trust Intermediate Duration Preferred & Income FundFPF First Trust Intermediate Duration Preferred & Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 918.707 Millions
Recent Price: 17.14    
Smart Investing & Trading Score: 38
Day Percent Change: 0.47%    
Day Change: 0.08
Week Change: 0.29%    
Year-to-date Change: 5.1%
FPF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FPF to Watchlist:       View:      Get Complete FPF Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.70    
Smart Investing & Trading Score: 38
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 0.58%    
Year-to-date Change: -2.9%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of Jaws Mustang Acquisition CorporationJWSM Jaws Mustang Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 299 Millions
Recent Price: 11.02    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.05%    
Year-to-date Change: -0.1%
JWSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JWSM to Watchlist:       View:      Get Complete JWSM Trend Analysis ➞

Stock Chart of Bank of Marin BancorpBMRC Bank of Marin Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 367.929 Millions
Recent Price: 14.81    
Smart Investing & Trading Score: 37
Day Percent Change: 3.13%    
Day Change: 0.45
Week Change: -4.08%    
Year-to-date Change: -32.7%
BMRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BMRC to Watchlist:       View:      Get Complete BMRC Trend Analysis ➞

Stock Chart of Nuveen Arizona Quality Municipal Income FundNAZ Nuveen Arizona Quality Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 146.903 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 37
Day Percent Change: 0.90%    
Day Change: 0.10
Week Change: 0.95%    
Year-to-date Change: -0.6%
NAZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAZ to Watchlist:       View:      Get Complete NAZ Trend Analysis ➞

Stock Chart of Invesco Pennsylvania Value Municipal Income TrustVPV Invesco Pennsylvania Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 250.407 Millions
Recent Price: 9.94    
Smart Investing & Trading Score: 37
Day Percent Change: 0.25%    
Day Change: 0.03
Week Change: 0.35%    
Year-to-date Change: -0.7%
VPV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VPV to Watchlist:       View:      Get Complete VPV Trend Analysis ➞

Stock Chart of The New Germany Fund, Inc.GF The New Germany Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 152.547 Millions
Recent Price: 8.42    
Smart Investing & Trading Score: 37
Day Percent Change: 0.72%    
Day Change: 0.06
Week Change: -0.12%    
Year-to-date Change: -3.7%
GF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GF to Watchlist:       View:      Get Complete GF Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Municipal Credit Income FundNVG Nuveen AMT-Free Municipal Credit Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 2612.93 Millions
Recent Price: 11.61    
Smart Investing & Trading Score: 37
Day Percent Change: 0.52%    
Day Change: 0.06
Week Change: 0.26%    
Year-to-date Change: -1.8%
NVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NVG to Watchlist:       View:      Get Complete NVG Trend Analysis ➞

Stock Chart of First Internet BancorpINBK First Internet Bancorp
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 149.07 Millions
Recent Price: 31.11    
Smart Investing & Trading Score: 37
Day Percent Change: 0.19%    
Day Change: 0.06
Week Change: 0.19%    
Year-to-date Change: 28.6%
INBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add INBK to Watchlist:       View:      Get Complete INBK Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Opportunities FundETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 881.147 Millions
Recent Price: 12.66    
Smart Investing & Trading Score: 37
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: 0.48%    
Year-to-date Change: 2.7%
ETV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETV to Watchlist:       View:      Get Complete ETV Trend Analysis ➞

Stock Chart of EZCORP, Inc.EZPW EZCORP, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 236.408 Millions
Recent Price: 11.03    
Smart Investing & Trading Score: 36
Day Percent Change: 0.46%    
Day Change: 0.05
Week Change: -2.9%    
Year-to-date Change: 26.2%
EZPW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EZPW to Watchlist:       View:      Get Complete EZPW Trend Analysis ➞

Stock Chart of Siebert Financial Corp.SIEB Siebert Financial Corp.
Sector: Financials
SubSector: Investment Brokerage - Regional
MarketCap: 272.365 Millions
Recent Price: 1.97    
Smart Investing & Trading Score: 36
Day Percent Change: -2.48%    
Day Change: -0.05
Week Change: -2.48%    
Year-to-date Change: 17.3%
SIEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIEB to Watchlist:       View:      Get Complete SIEB Trend Analysis ➞

Stock Chart of Apartment Investment and Management CompanyAIV Apartment Investment and Management Company
Sector: Financials
SubSector: REIT - Residential
MarketCap: 4485.11 Millions
Recent Price: 7.91    
Smart Investing & Trading Score: 36
Day Percent Change: -1.13%    
Day Change: -0.09
Week Change: -1.74%    
Year-to-date Change: 1.0%
AIV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AIV to Watchlist:       View:      Get Complete AIV 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: 22.87    
Smart Investing & Trading Score: 36
Day Percent Change: -1.08%    
Day Change: -0.25
Week Change: -2.35%    
Year-to-date Change: 10.9%
PEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PEO to Watchlist:       View:      Get Complete PEO 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: 12.96    
Smart Investing & Trading Score: 36
Day Percent Change: -1.07%    
Day Change: -0.14
Week Change: -3.07%    
Year-to-date Change: 4.1%
BGR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGR to Watchlist:       View:      Get Complete BGR Trend Analysis ➞

Stock Chart of Sabine Royalty TrustSBR Sabine Royalty Trust
Sector: Financials
SubSector: Diversified Investments
MarketCap: 381.27 Millions
Recent Price: 61.03    
Smart Investing & Trading Score: 36
Day Percent Change: -0.81%    
Day Change: -0.50
Week Change: -2.59%    
Year-to-date Change: -10.1%
SBR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBR to Watchlist:       View:      Get Complete SBR Trend Analysis ➞

Stock Chart of Fidelis Insurance Holdings LimitedFIHL Fidelis Insurance Holdings Limited
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 1590 Millions
Recent Price: 18.52    
Smart Investing & Trading Score: 36
Day Percent Change: -0.32%    
Day Change: -0.06
Week Change: -5.03%    
Year-to-date Change: 46.6%
FIHL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FIHL to Watchlist:       View:      Get Complete FIHL Trend Analysis ➞

Stock Chart of Empire State Realty Trust, Inc.ESRT Empire State Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1632.13 Millions
Recent Price: 9.26    
Smart Investing & Trading Score: 35
Day Percent Change: 1.76%    
Day Change: 0.16
Week Change: 0.54%    
Year-to-date Change: -4.4%
ESRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESRT to Watchlist:       View:      Get Complete ESRT Trend Analysis ➞

Stock Chart of TriplePoint Venture Growth BDC Corp.TPVG TriplePoint Venture Growth BDC Corp.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 158.147 Millions
Recent Price: 9.45    
Smart Investing & Trading Score: 35
Day Percent Change: 0.64%    
Day Change: 0.06
Week Change: -1.05%    
Year-to-date Change: -13.0%
TPVG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPVG to Watchlist:       View:      Get Complete TPVG Trend Analysis ➞

Stock Chart of Cabana Target Drawdown 7 ETFTDSB Cabana Target Drawdown 7 ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 21.54    
Smart Investing & Trading Score: 35
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: -0.45%    
Year-to-date Change: -0.6%
TDSB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TDSB to Watchlist:       View:      Get Complete TDSB Trend Analysis ➞

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