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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
April 30, 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 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence a deterioration of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
58 / 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%
PHKPIMCO High Closed-End Fund - Debt4.81390.42%-3.61%
VCVInvesco California Closed-End Fund - Debt9.61390.37%-1.94%
VGMInvesco Trust Closed-End Fund - Debt9.54390.32%-3.54%
XINXinyuan Real Real Estatet2.72390.00%0.00%
FFICFlushing  S&L11.3039-0.62%-31.43%
BSLBlackstone/GSO Senior Closed-End Fund - Debt14.14390.21%5.92%
BGTBlackRock Floating Closed-End Fund - Debt12.8239-0.62%3.55%
FRABlackRock Floating Closed-End Fund - Debt13.0039-0.46%2.69%
RKTRocket  Mortgage Finance12.41380.49%-14.30%
EMBDGlobal X Exchange Traded Fund22.2338-0.58%-1.02%
ROROATAC US Exchange Traded Fund17.13380.56%-3.17%
CNNECannae  Asset Mgmt20.00380.05%2.51%
FSBCFive Star Banks - Regional21.5838-0.78%-17.57%
NNNNational Retail REIT - 40.6438-0.29%-5.71%
TRVTravelers  Insurance212.9038-0.26%11.76%
RMAXRE/MAX  Property Mgmt7.19371.84%-46.06%
HSTHost Hotels REIT19.19371.75%-1.44%
AJXGreat Ajax Mortgage3.55371.72%-33.02%
REGRegency Centers REIT - Retail59.01371.25%-11.93%
CBOECboe Global  Investments179.48370.61%0.52%
FFCFlaherty & Crumrine Preferred Securities ome Fund Closed-End Fund - Debt14.09370.57%1.37%
PTACohen & Steers Tax-Advantaged Preferred Securities and ome Fund Closed-End Fund - Debt18.59370.49%2.82%
ECFEllsworth Growth Asset Mgmt7.77370.39%-3.84%
UBFOUnited Security Regional Banks7.32370.34%-13.02%
FLCFlaherty & Crumrine Total Return Fund Closed-End Fund - Debt14.74370.20%1.31%
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 8.4% and is currently outperforming the overall market by 1.84% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Deteriorating
Overall Trend Score: 58
YTD Performance: 8.4%
**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 [538%] Hippo [141%] Gladstone Capital[102%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[72%] Yiren Digital[61%] EverQuote [60%]
Fidelis Insurance[59%] Heritage Insurance[58%] Grupo Supervielle[54%]
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
Heartland [15.2%] AltC Acquisition[12.6%] Douglas Elliman[10.9%]
Fulton [7.6%] NexGen Energy[6.2%] Medical Properties[6%]
Clipper Realty[5.5%] AlTi Global[4.9%] Citizens [4.8%]
B. Riley[4.7%] Peakstone Realty[4%] Office Properties[4%]
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[-73%] Office Properties[-71%] Texas Pacific[-62%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-55%]
FRP [-51%] eHealth [-49%] Fanhua [-47%]
OppFi [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
Heartland [100] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
Stifel [100] iShares ESG[100] China Fund[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  40.7658-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9075-0.10-0.14.03%
IYFFinancials  92.1676-0.01-0.017.9%
IYGFinancial Services  64.3476-0.42-0.427.71%
KRERegional Banking  47.7747-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7476-0.19-0.197.02%
KBEBank  45.1055-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4253-0.36-0.3614.89%
IATRegional Banks  41.5773-0.36-0.36-0.65%
KIEInsurance  48.79580.540.547.89%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.50830.180.187.35%
PGFFinancial Preferred  14.64390.480.480.41%
 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 PIMCO High Income FundPHK PIMCO High Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 571.207 Millions
Recent Price: 4.81    
Smart Investing & Trading Score: 39
Day Percent Change: 0.42%    
Day Change: 0.02
Week Change: 0.42%    
Year-to-date Change: -3.6%
PHK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHK to Watchlist:       View:      Get Complete PHK Trend Analysis ➞

Stock Chart of Invesco California Value Municipal Income TrustVCV Invesco California Value Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 495.407 Millions
Recent Price: 9.61    
Smart Investing & Trading Score: 39
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 0.37%    
Year-to-date Change: -1.9%
VCV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VCV to Watchlist:       View:      Get Complete VCV Trend Analysis ➞

Stock Chart of Invesco Trust for Investment Grade MunicipalsVGM Invesco Trust for Investment Grade Municipals
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 572.007 Millions
Recent Price: 9.54    
Smart Investing & Trading Score: 39
Day Percent Change: 0.32%    
Day Change: 0.03
Week Change: 0.32%    
Year-to-date Change: -3.5%
VGM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VGM to Watchlist:       View:      Get Complete VGM Trend Analysis ➞

Stock Chart of Xinyuan Real Estate Co., Ltd.XIN Xinyuan Real Estate Co., Ltd.
Sector: Financials
SubSector: Real Estate Development
MarketCap: 136.119 Millions
Recent Price: 2.72    
Smart Investing & Trading Score: 39
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 0.0%
XIN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XIN to Watchlist:       View:      Get Complete XIN Trend Analysis ➞

Stock Chart of Flushing Financial CorporationFFIC Flushing Financial Corporation
Sector: Financials
SubSector: Savings & Loans
MarketCap: 336.43 Millions
Recent Price: 11.30    
Smart Investing & Trading Score: 39
Day Percent Change: -0.62%    
Day Change: -0.07
Week Change: -0.62%    
Year-to-date Change: -31.4%
FFIC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFIC to Watchlist:       View:      Get Complete FFIC 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: 14.14    
Smart Investing & Trading Score: 39
Day Percent Change: 0.21%    
Day Change: 0.03
Week Change: 0.21%    
Year-to-date Change: 5.9%
BSL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BSL to Watchlist:       View:      Get Complete BSL 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: 12.82    
Smart Investing & Trading Score: 39
Day Percent Change: -0.62%    
Day Change: -0.08
Week Change: -0.62%    
Year-to-date Change: 3.6%
BGT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BGT to Watchlist:       View:      Get Complete BGT Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 13.00    
Smart Investing & Trading Score: 39
Day Percent Change: -0.46%    
Day Change: -0.06
Week Change: -0.46%    
Year-to-date Change: 2.7%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Rocket Companies, Inc.RKT Rocket Companies, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 41287 Millions
Recent Price: 12.41    
Smart Investing & Trading Score: 38
Day Percent Change: 0.49%    
Day Change: 0.06
Week Change: 0.49%    
Year-to-date Change: -14.3%
RKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RKT to Watchlist:       View:      Get Complete RKT Trend Analysis ➞

Stock Chart of Global X Emerging Markets Bond ETFEMBD Global X Emerging Markets Bond ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 22.23    
Smart Investing & Trading Score: 38
Day Percent Change: -0.58%    
Day Change: -0.13
Week Change: -0.58%    
Year-to-date Change: -1.0%
EMBD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EMBD to Watchlist:       View:      Get Complete EMBD Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.13    
Smart Investing & Trading Score: 38
Day Percent Change: 0.56%    
Day Change: 0.09
Week Change: 0.56%    
Year-to-date Change: -3.2%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of Cannae Holdings, Inc.CNNE Cannae Holdings, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2625.53 Millions
Recent Price: 20.00    
Smart Investing & Trading Score: 38
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0.05%    
Year-to-date Change: 2.5%
CNNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNNE to Watchlist:       View:      Get Complete CNNE Trend Analysis ➞

Stock Chart of Five Star BancorpFSBC Five Star Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 377 Millions
Recent Price: 21.58    
Smart Investing & Trading Score: 38
Day Percent Change: -0.78%    
Day Change: -0.17
Week Change: -0.78%    
Year-to-date Change: -17.6%
FSBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FSBC to Watchlist:       View:      Get Complete FSBC Trend Analysis ➞

Stock Chart of National Retail Properties, Inc.NNN National Retail Properties, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 5459.93 Millions
Recent Price: 40.64    
Smart Investing & Trading Score: 38
Day Percent Change: -0.29%    
Day Change: -0.12
Week Change: -0.29%    
Year-to-date Change: -5.7%
NNN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NNN to Watchlist:       View:      Get Complete NNN Trend Analysis ➞

Stock Chart of The Travelers Companies, Inc.TRV The Travelers Companies, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 25155.9 Millions
Recent Price: 212.90    
Smart Investing & Trading Score: 38
Day Percent Change: -0.26%    
Day Change: -0.55
Week Change: -0.26%    
Year-to-date Change: 11.8%
TRV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TRV to Watchlist:       View:      Get Complete TRV Trend Analysis ➞

Stock Chart of RE/MAX Holdings, Inc.RMAX RE/MAX Holdings, Inc.
Sector: Financials
SubSector: Property Management
MarketCap: 334.742 Millions
Recent Price: 7.19    
Smart Investing & Trading Score: 37
Day Percent Change: 1.84%    
Day Change: 0.13
Week Change: 1.84%    
Year-to-date Change: -46.1%
RMAX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMAX to Watchlist:       View:      Get Complete RMAX Trend Analysis ➞

Stock Chart of Host Hotels & Resorts, Inc.HST Host Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 8253.74 Millions
Recent Price: 19.19    
Smart Investing & Trading Score: 37
Day Percent Change: 1.75%    
Day Change: 0.33
Week Change: 1.75%    
Year-to-date Change: -1.4%
HST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HST to Watchlist:       View:      Get Complete HST Trend Analysis ➞

Stock Chart of Great Ajax Corp.AJX Great Ajax Corp.
Sector: Financials
SubSector: Mortgage Investment
MarketCap: 154.539 Millions
Recent Price: 3.55    
Smart Investing & Trading Score: 37
Day Percent Change: 1.72%    
Day Change: 0.06
Week Change: 1.72%    
Year-to-date Change: -33.0%
AJX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AJX to Watchlist:       View:      Get Complete AJX Trend Analysis ➞

Stock Chart of Regency Centers CorporationREG Regency Centers Corporation
Sector: Financials
SubSector: REIT - Retail
MarketCap: 6345.84 Millions
Recent Price: 59.01    
Smart Investing & Trading Score: 37
Day Percent Change: 1.25%    
Day Change: 0.73
Week Change: 1.25%    
Year-to-date Change: -11.9%
REG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REG to Watchlist:       View:      Get Complete REG Trend Analysis ➞

Stock Chart of Cboe Global Markets, Inc.CBOE Cboe Global Markets, Inc.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 8834.5 Millions
Recent Price: 179.48    
Smart Investing & Trading Score: 37
Day Percent Change: 0.61%    
Day Change: 1.08
Week Change: 0.61%    
Year-to-date Change: 0.5%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Preferred Securities Income Fund Inc.FFC Flaherty & Crumrine Preferred Securities Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 635.107 Millions
Recent Price: 14.09    
Smart Investing & Trading Score: 37
Day Percent Change: 0.57%    
Day Change: 0.08
Week Change: 0.57%    
Year-to-date Change: 1.4%
FFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FFC to Watchlist:       View:      Get Complete FFC Trend Analysis ➞

Stock Chart of Cohen & Steers Tax-Advantaged Preferred Securities and Income FundPTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 963 Millions
Recent Price: 18.59    
Smart Investing & Trading Score: 37
Day Percent Change: 0.49%    
Day Change: 0.09
Week Change: 0.49%    
Year-to-date Change: 2.8%
PTA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PTA to Watchlist:       View:      Get Complete PTA Trend Analysis ➞

Stock Chart of Ellsworth Growth and Income Fund Ltd.ECF Ellsworth Growth and Income Fund Ltd.
Sector: Financials
SubSector: Asset Management
MarketCap: 102.203 Millions
Recent Price: 7.77    
Smart Investing & Trading Score: 37
Day Percent Change: 0.39%    
Day Change: 0.03
Week Change: 0.39%    
Year-to-date Change: -3.8%
ECF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECF to Watchlist:       View:      Get Complete ECF Trend Analysis ➞

Stock Chart of United Security BancsharesUBFO United Security Bancshares
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 135.029 Millions
Recent Price: 7.32    
Smart Investing & Trading Score: 37
Day Percent Change: 0.34%    
Day Change: 0.03
Week Change: 0.34%    
Year-to-date Change: -13.0%
UBFO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UBFO to Watchlist:       View:      Get Complete UBFO Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Total Return Fund Inc.FLC Flaherty & Crumrine Total Return Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 135.307 Millions
Recent Price: 14.74    
Smart Investing & Trading Score: 37
Day Percent Change: 0.20%    
Day Change: 0.03
Week Change: 0.2%    
Year-to-date Change: 1.3%
FLC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLC to Watchlist:       View:      Get Complete FLC Trend Analysis ➞

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