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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%
BSTBlackRock Science Closed-End Fund - Equity34.82350.32%3.45%
CIKCredit Suisse Asset Mgmt2.90350.31%-7.35%
CMTGClaros Mortgage REIT - Mortgage8.72350.23%-37.15%
NBBNuveen Taxable Asset Mgmt14.65350.21%-7.22%
EVFEaton Vance Closed-End Fund - Debt6.36350.16%0.79%
CCNECNB  Regional Banks19.02350.11%-15.80%
NAPRInnovator Nasdaq Exchange Traded Fund44.59350.04%0.31%
LPLALPL  Brokerage265.4935-1.35%16.64%
GBABGuggenheim Taxable Closed-End Fund - Debt15.6135-0.26%-3.58%
ETBEaton Vance Closed-End Fund - Equity13.2135-0.08%1.77%
upstUpstart  Credit Services22.86343.37%-43.57%
AMHAmerican Homes REIT35.93340.36%-0.08%
PFTAPortage Fintech SPAC10.73340.00%1.71%
AACTAres Acquisition SPAC10.62340.00%1.92%
SLMBPSLM  Credit Services74.9034-5.77%13.23%
AMTRETRACS Alerian Exchange Traded Fund56.7534-2.92%6.98%
NXENexGen Energy Closed-End Fund - Debt7.80332.36%11.43%
PWPPerella Weinberg Capital Markets15.02330.67%21.62%
PRLHPearl  SPAC10.82330.00%1.41%
IVCAInvestcorp India SPAC11.26330.00%2.36%
SLGSL Green REIT - Retail49.6733-0.32%9.96%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.11330.03%5.69%
LANDMGladstone Land REIT - Specialty24.0633-0.33%1.69%
RFICohen & Steers Total Return Realty Fund Closed-End Fund - Equity11.0633-0.18%-5.87%
TBBKBancorp  Regional Banks31.27324.44%-18.91%
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 BlackRock Science and Technology TrustBST BlackRock Science and Technology Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 552.347 Millions
Recent Price: 34.82    
Smart Investing & Trading Score: 35
Day Percent Change: 0.32%    
Day Change: 0.11
Week Change: -0.26%    
Year-to-date Change: 3.5%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Credit Suisse Asset Management Income Fund, Inc.CIK Credit Suisse Asset Management Income Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 114.503 Millions
Recent Price: 2.90    
Smart Investing & Trading Score: 35
Day Percent Change: 0.31%    
Day Change: 0.01
Week Change: 0.52%    
Year-to-date Change: -7.4%
CIK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CIK to Watchlist:       View:      Get Complete CIK Trend Analysis ➞

Stock Chart of Claros Mortgage Trust, Inc.CMTG Claros Mortgage Trust, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 1610 Millions
Recent Price: 8.72    
Smart Investing & Trading Score: 35
Day Percent Change: 0.23%    
Day Change: 0.02
Week Change: 0.11%    
Year-to-date Change: -37.2%
CMTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CMTG to Watchlist:       View:      Get Complete CMTG Trend Analysis ➞

Stock Chart of Nuveen Taxable Municipal Income FundNBB Nuveen Taxable Municipal Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 495.403 Millions
Recent Price: 14.65    
Smart Investing & Trading Score: 35
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 0.21%    
Year-to-date Change: -7.2%
NBB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NBB to Watchlist:       View:      Get Complete NBB Trend Analysis ➞

Stock Chart of Eaton Vance Senior Income TrustEVF Eaton Vance Senior Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 153.707 Millions
Recent Price: 6.36    
Smart Investing & Trading Score: 35
Day Percent Change: 0.16%    
Day Change: 0.01
Week Change: 0.47%    
Year-to-date Change: 0.8%
EVF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVF to Watchlist:       View:      Get Complete EVF Trend Analysis ➞

Stock Chart of CNB Financial CorporationCCNE CNB Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 286.599 Millions
Recent Price: 19.02    
Smart Investing & Trading Score: 35
Day Percent Change: 0.11%    
Day Change: 0.02
Week Change: -0.26%    
Year-to-date Change: -15.8%
CCNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCNE to Watchlist:       View:      Get Complete CCNE 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: 44.59    
Smart Investing & Trading Score: 35
Day Percent Change: 0.04%    
Day Change: 0.02
Week Change: -0.69%    
Year-to-date Change: 0.3%
NAPR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAPR to Watchlist:       View:      Get Complete NAPR Trend Analysis ➞

Stock Chart of LPL Financial Holdings Inc.LPLA LPL Financial Holdings Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4104.65 Millions
Recent Price: 265.49    
Smart Investing & Trading Score: 35
Day Percent Change: -1.35%    
Day Change: -3.64
Week Change: -0.31%    
Year-to-date Change: 16.6%
LPLA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LPLA to Watchlist:       View:      Get Complete LPLA Trend Analysis ➞

Stock Chart of Guggenheim Taxable Municipal Managed Duration TrustGBAB Guggenheim Taxable Municipal Managed Duration Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 344.607 Millions
Recent Price: 15.61    
Smart Investing & Trading Score: 35
Day Percent Change: -0.26%    
Day Change: -0.04
Week Change: 0.19%    
Year-to-date Change: -3.6%
GBAB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GBAB to Watchlist:       View:      Get Complete GBAB Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Managed Buy-Write Income FundETB Eaton Vance Tax-Managed Buy-Write Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 267.647 Millions
Recent Price: 13.21    
Smart Investing & Trading Score: 35
Day Percent Change: -0.08%    
Day Change: -0.01
Week Change: -0.15%    
Year-to-date Change: 1.8%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of Upstart Holdings, Inc.upst Upstart Holdings, Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 2900 Millions
Recent Price: 22.86    
Smart Investing & Trading Score: 34
Day Percent Change: 3.37%    
Day Change: 0.75
Week Change: -2.52%    
Year-to-date Change: -43.6%
upst Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add upst to Watchlist:       View:      Get Complete upst Trend Analysis ➞

Stock Chart of American Homes 4 RentAMH American Homes 4 Rent
Sector: Financials
SubSector: REIT - Residential
MarketCap: 6135.31 Millions
Recent Price: 35.93    
Smart Investing & Trading Score: 34
Day Percent Change: 0.36%    
Day Change: 0.13
Week Change: -1.32%    
Year-to-date Change: -0.1%
AMH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMH to Watchlist:       View:      Get Complete AMH Trend Analysis ➞

Stock Chart of Portage Fintech Acquisition CorporationPFTA Portage Fintech Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 336 Millions
Recent Price: 10.73    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.7%
PFTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFTA to Watchlist:       View:      Get Complete PFTA Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 639 Millions
Recent Price: 10.62    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.9%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of SLM CorporationSLMBP SLM Corporation
Sector: Financials
SubSector: Credit Services
MarketCap: 11675.8 Millions
Recent Price: 74.90    
Smart Investing & Trading Score: 34
Day Percent Change: -5.77%    
Day Change: -4.59
Week Change: -1.64%    
Year-to-date Change: 13.2%
SLMBP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLMBP to Watchlist:       View:      Get Complete SLMBP Trend Analysis ➞

Stock Chart of ETRACS Alerian Midstream Energy Total Return Index ETNAMTR ETRACS Alerian Midstream Energy Total Return Index ETN
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 56.75    
Smart Investing & Trading Score: 34
Day Percent Change: -2.92%    
Day Change: -1.71
Week Change: -2.72%    
Year-to-date Change: 7.0%
AMTR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMTR to Watchlist:       View:      Get Complete AMTR Trend Analysis ➞

Stock Chart of NexGen Energy Ltd.NXE NexGen Energy Ltd.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 210.207 Millions
Recent Price: 7.80    
Smart Investing & Trading Score: 33
Day Percent Change: 2.36%    
Day Change: 0.18
Week Change: -2.01%    
Year-to-date Change: 11.4%
NXE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NXE to Watchlist:       View:      Get Complete NXE Trend Analysis ➞

Stock Chart of Perella Weinberg PartnersPWP Perella Weinberg Partners
Sector: Financials
SubSector: Capital Markets
MarketCap: 705 Millions
Recent Price: 15.02    
Smart Investing & Trading Score: 33
Day Percent Change: 0.67%    
Day Change: 0.10
Week Change: -1.89%    
Year-to-date Change: 21.6%
PWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PWP to Watchlist:       View:      Get Complete PWP Trend Analysis ➞

Stock Chart of Pearl Holdings Acquisition CorpPRLH Pearl Holdings Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 264 Millions
Recent Price: 10.82    
Smart Investing & Trading Score: 33
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -1.73%    
Year-to-date Change: 1.4%
PRLH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRLH to Watchlist:       View:      Get Complete PRLH Trend Analysis ➞

Stock Chart of Investcorp India Acquisition CorpIVCA Investcorp India Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 345 Millions
Recent Price: 11.26    
Smart Investing & Trading Score: 33
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.09%    
Year-to-date Change: 2.4%
IVCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IVCA to Watchlist:       View:      Get Complete IVCA Trend Analysis ➞

Stock Chart of SL Green Realty Corp.SLG SL Green Realty Corp.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 4048.14 Millions
Recent Price: 49.67    
Smart Investing & Trading Score: 33
Day Percent Change: -0.32%    
Day Change: -0.16
Week Change: -1.86%    
Year-to-date Change: 10.0%
SLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLG to Watchlist:       View:      Get Complete SLG Trend Analysis ➞

Stock Chart of Blackstone/GSO Senior Floating Rate Term FundBSL Blackstone/GSO Senior Floating Rate Term Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 174.807 Millions
Recent Price: 14.11    
Smart Investing & Trading Score: 33
Day Percent Change: 0.03%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 5.7%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL Trend Analysis ➞

Stock Chart of Gladstone Land CorporationLANDM Gladstone Land Corporation
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 581 Millions
Recent Price: 24.06    
Smart Investing & Trading Score: 33
Day Percent Change: -0.33%    
Day Change: -0.08
Week Change: -0.01%    
Year-to-date Change: 1.7%
LANDM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LANDM to Watchlist:       View:      Get Complete LANDM Trend Analysis ➞

Stock Chart of Cohen & Steers Total Return Realty Fund, Inc.RFI Cohen & Steers Total Return Realty Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 221.147 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 33
Day Percent Change: -0.18%    
Day Change: -0.02
Week Change: -0.72%    
Year-to-date Change: -5.9%
RFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RFI to Watchlist:       View:      Get Complete RFI Trend Analysis ➞

Stock Chart of The Bancorp, Inc.TBBK The Bancorp, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 267.859 Millions
Recent Price: 31.27    
Smart Investing & Trading Score: 32
Day Percent Change: 4.44%    
Day Change: 1.33
Week Change: 1.53%    
Year-to-date Change: -18.9%
TBBK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TBBK to Watchlist:       View:      Get Complete TBBK Trend Analysis ➞

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