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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 16, 2024 - Although long term trend for Financial sector looks good, the mid term and short term trends are faltering.

The overall Smart Investing & Trading Score is 26 (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 31 and hence a deterioration of trend.

 Year To Date Performance: 5.48 %
 Weekly Performance: -1 %
 Daily Performance: -0.50 %
12Stocks.com
Financial Sector Trend
26 / 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 PriceSmart Investing & Trading ScoreChange %Weekly Change%
EIMEaton Vance Asset Mgmt10.07150.45%-0.20%
NMFCNew Mountain Asset Mgmt12.4000.12%-0.20%
WFWoori  Foreign Banks28.9610-0.82%-0.21%
KTFDWS Municipal Closed-End Fund - Debt9.3559-0.11%-0.21%
SIXL6 Meridian Exchange Traded Fund33.1628-0.27%-0.21%
ARCCAres Capital  Investments20.2323-0.02%-0.22%
NACNuveen California Closed-End Fund - Debt10.69250.42%-0.23%
EFREaton Vance Closed-End Fund - Debt13.0580.42%-0.23%
SMMFSummit  Regional Banks25.0600.04%-0.24%
PFISPeoples  Regional Banks37.30100.40%-0.24%
SFBSServisFirst Bancshares Foreign Banks59.420-0.27%-0.24%
CHMGChemung  Regional Banks39.41270.00%-0.25%
GEOGEO  REIT15.33580.86%-0.26%
OVLYOak Valley Regional Banks23.1217-0.28%-0.26%
ESGRPEnstar  Insurance25.23180.82%-0.26%
CSWCCapital Southwest Asset Mgmt24.4400.21%-0.29%
WFCWells Fargo Banks56.3036-1.18%-0.30%
SLRCSolar Capital  Investments14.790-0.57%-0.30%
AFCGAFC Gamma REIT - Specialty11.5433-0.47%-0.30%
CBOECboe Global  Investments177.94180.32%-0.32%
VIRTVirtu  Brokerage20.5659-0.46%-0.32%
HRTGHeritage Insurance Insurance9.4031-0.42%-0.32%
FMAYFT Cboe Exchange Traded Fund43.08390.07%-0.32%
DJUNFT Cboe Exchange Traded Fund39.63360.03%-0.33%
PMMPutnam Managed Closed-End Fund - Debt5.9400.00%-0.34%
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 5.48% and is currently outperforming the overall market by 0.35% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Not Good
Overall Trend Score: 26
YTD Performance: 5.48%
**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 [506%] Hippo [134%] Gladstone Capital[92%]
Banco Macro[67%] Grupo Financiero[61%] EverQuote [61%]
Yiren Digital[53%] First [51%] Banco BBVA[50%]
Fidelis Insurance[48%] Heritage Insurance[44%] Vista Oil[44%]
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
Macatawa Bank[43%] Medical Properties[17.3%] ESSA Bancorp[6.1%]
GoHealth [6%] Hagerty [5.5%] Citizens [4.7%]
Mercury General[4.1%] Bar Harbor[3.8%] Greene County[3.5%]
Charles Schwab[3.3%] Morgan Stanley[3.1%] Goal Acquisitions[3.1%]
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[-74%] New York[-71%] Texas Pacific[-63%]
Douglas Elliman[-54%] Fathom [-53%] FRP [-53%]
Globe Life[-51%] Hywin [-51%] eHealth [-51%]
AlTi Global[-50%] Orion Office[-47%] RE/MAX [-47%]
.
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
Macatawa Bank[100] AllianzGI Convertible[93] Western Asset[88]
Medical Properties[85] EverQuote [83] Sprott Physical[83]
Progressive [76] Golub Capital[76] Mercury General[75]
Charles Schwab[75] Global Indemnity[75] Sprott Physical[75]
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  39.6626-0.50-15.48%
IAIBroker-Dealers & Secs 109.87260.15-0.871.23%
IYFFinancials  89.3026-0.78-1.384.55%
IYGFinancial Services  62.2331-0.83-1.554.17%
KRERegional Banking  45.6910-1.40-1.78-12.86%
IXGGlobal Financials  81.3826-2.05-1.543.57%
VFHFinancials  95.8331-0.67-1.393.87%
KBEBank  43.040-1.31-1.71-6.48%
FASFinancial Bull 3X 92.6426-1.92-3.7212.09%
FAZFinancial Bear 3X 11.78641.203.24-13.83%
UYGFinancials  59.8926-1.50-2.578.5%
IATRegional Banks  39.6210-1.71-2.03-5.31%
KIEInsurance  48.08230.29-0.56.32%
PSCFSmallCap Financials  45.105-0.67-0.67-8.29%
EUFNEurope Financials  21.5626-1.64-1.532.84%
PGFFinancial Preferred  14.4800.35-1.36-0.69%
 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 Municipal Bond FundEIM Eaton Vance Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 817.203 Millions
Recent Price: 10.07    
Smart Investing & Trading Score: 15
Day Percent Change: 0.45%    
Day Change: 0.04
Week Change: -0.2%    
Year-to-date Change: -0.6%
EIM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EIM to Watchlist:       View:      Get Complete EIM Trend Analysis ➞

Stock Chart of New Mountain Finance CorporationNMFC New Mountain Finance Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 595.403 Millions
Recent Price: 12.40    
Smart Investing & Trading Score: 0
Day Percent Change: 0.12%    
Day Change: 0.01
Week Change: -0.2%    
Year-to-date Change: -2.5%
NMFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NMFC to Watchlist:       View:      Get Complete NMFC 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: 28.96    
Smart Investing & Trading Score: 10
Day Percent Change: -0.82%    
Day Change: -0.24
Week Change: -0.21%    
Year-to-date Change: -4.2%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of DWS Municipal Income TrustKTF DWS Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 377.607 Millions
Recent Price: 9.35    
Smart Investing & Trading Score: 59
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.21%    
Year-to-date Change: 5.2%
KTF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KTF to Watchlist:       View:      Get Complete KTF Trend Analysis ➞

Stock Chart of 6 Meridian Low Beta Equity Strategy ETFSIXL 6 Meridian Low Beta Equity Strategy ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 33.16    
Smart Investing & Trading Score: 28
Day Percent Change: -0.27%    
Day Change: -0.09
Week Change: -0.21%    
Year-to-date Change: 0.2%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of Ares Capital CorporationARCC Ares Capital Corporation
Sector: Financials
SubSector: Diversified Investments
MarketCap: 4478.8 Millions
Recent Price: 20.23    
Smart Investing & Trading Score: 23
Day Percent Change: -0.02%    
Day Change: 0.00
Week Change: -0.22%    
Year-to-date Change: 1.0%
ARCC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARCC to Watchlist:       View:      Get Complete ARCC Trend Analysis ➞

Stock Chart of Nuveen California Quality Municipal Income FundNAC Nuveen California Quality Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 1797.67 Millions
Recent Price: 10.69    
Smart Investing & Trading Score: 25
Day Percent Change: 0.42%    
Day Change: 0.04
Week Change: -0.23%    
Year-to-date Change: -3.7%
NAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NAC to Watchlist:       View:      Get Complete NAC Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.05    
Smart Investing & Trading Score: 8
Day Percent Change: 0.42%    
Day Change: 0.05
Week Change: -0.23%    
Year-to-date Change: 3.1%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Summit Financial Group, Inc.SMMF Summit Financial Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 228.959 Millions
Recent Price: 25.06    
Smart Investing & Trading Score: 0
Day Percent Change: 0.04%    
Day Change: 0.01
Week Change: -0.24%    
Year-to-date Change: -18.3%
SMMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SMMF to Watchlist:       View:      Get Complete SMMF Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 37.30    
Smart Investing & Trading Score: 10
Day Percent Change: 0.40%    
Day Change: 0.15
Week Change: -0.24%    
Year-to-date Change: -23.4%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of ServisFirst Bancshares, Inc.SFBS ServisFirst Bancshares, Inc.
Sector: Financials
SubSector: Foreign Money Center Banks
MarketCap: 1596.71 Millions
Recent Price: 59.42    
Smart Investing & Trading Score: 0
Day Percent Change: -0.27%    
Day Change: -0.16
Week Change: -0.24%    
Year-to-date Change: -10.8%
SFBS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SFBS to Watchlist:       View:      Get Complete SFBS Trend Analysis ➞

Stock Chart of Chemung Financial CorporationCHMG Chemung Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 142.229 Millions
Recent Price: 39.41    
Smart Investing & Trading Score: 27
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.25%    
Year-to-date Change: -20.9%
CHMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CHMG to Watchlist:       View:      Get Complete CHMG Trend Analysis ➞

Stock Chart of The GEO Group, Inc.GEO The GEO Group, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1678.34 Millions
Recent Price: 15.33    
Smart Investing & Trading Score: 58
Day Percent Change: 0.86%    
Day Change: 0.13
Week Change: -0.26%    
Year-to-date Change: 41.6%
GEO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GEO to Watchlist:       View:      Get Complete GEO Trend Analysis ➞

Stock Chart of Oak Valley BancorpOVLY Oak Valley Bancorp
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 148.429 Millions
Recent Price: 23.12    
Smart Investing & Trading Score: 17
Day Percent Change: -0.28%    
Day Change: -0.06
Week Change: -0.26%    
Year-to-date Change: -22.8%
OVLY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OVLY to Watchlist:       View:      Get Complete OVLY Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.23    
Smart Investing & Trading Score: 18
Day Percent Change: 0.82%    
Day Change: 0.20
Week Change: -0.26%    
Year-to-date Change: 0.6%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Capital Southwest CorporationCSWC Capital Southwest Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 213.703 Millions
Recent Price: 24.44    
Smart Investing & Trading Score: 0
Day Percent Change: 0.21%    
Day Change: 0.05
Week Change: -0.29%    
Year-to-date Change: 3.1%
CSWC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSWC to Watchlist:       View:      Get Complete CSWC Trend Analysis ➞

Stock Chart of Wells Fargo & CompanyWFC Wells Fargo & Company
Sector: Financials
SubSector: Money Center Banks
MarketCap: 129138 Millions
Recent Price: 56.30    
Smart Investing & Trading Score: 36
Day Percent Change: -1.18%    
Day Change: -0.67
Week Change: -0.3%    
Year-to-date Change: 14.4%
WFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WFC to Watchlist:       View:      Get Complete WFC Trend Analysis ➞

Stock Chart of Solar Capital Ltd.SLRC Solar Capital Ltd.
Sector: Financials
SubSector: Diversified Investments
MarketCap: 412.87 Millions
Recent Price: 14.79    
Smart Investing & Trading Score: 0
Day Percent Change: -0.57%    
Day Change: -0.08
Week Change: -0.3%    
Year-to-date Change: -1.6%
SLRC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SLRC to Watchlist:       View:      Get Complete SLRC Trend Analysis ➞

Stock Chart of AFC Gamma, Inc.AFCG AFC Gamma, Inc.
Sector: Financials
SubSector: REIT - Specialty
MarketCap: 269 Millions
Recent Price: 11.54    
Smart Investing & Trading Score: 33
Day Percent Change: -0.47%    
Day Change: -0.05
Week Change: -0.3%    
Year-to-date Change: -4.3%
AFCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFCG to Watchlist:       View:      Get Complete AFCG 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: 177.94    
Smart Investing & Trading Score: 18
Day Percent Change: 0.32%    
Day Change: 0.57
Week Change: -0.32%    
Year-to-date Change: -0.4%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Virtu Financial, Inc.VIRT Virtu Financial, Inc.
Sector: Financials
SubSector: Investment Brokerage - National
MarketCap: 4305.15 Millions
Recent Price: 20.56    
Smart Investing & Trading Score: 59
Day Percent Change: -0.46%    
Day Change: -0.09
Week Change: -0.32%    
Year-to-date Change: 1.5%
VIRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VIRT to Watchlist:       View:      Get Complete VIRT Trend Analysis ➞

Stock Chart of Heritage Insurance Holdings, Inc.HRTG Heritage Insurance Holdings, Inc.
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 303.312 Millions
Recent Price: 9.40    
Smart Investing & Trading Score: 31
Day Percent Change: -0.42%    
Day Change: -0.04
Week Change: -0.32%    
Year-to-date Change: 44.2%
HRTG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HRTG to Watchlist:       View:      Get Complete HRTG Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Buffer ETF   MayFMAY FT Cboe Vest US Eq Buffer ETF May
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 43.08    
Smart Investing & Trading Score: 39
Day Percent Change: 0.07%    
Day Change: 0.03
Week Change: -0.32%    
Year-to-date Change: 4.3%
FMAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FMAY to Watchlist:       View:      Get Complete FMAY Trend Analysis ➞

Stock Chart of FT Cboe Vest US Eq Deep Buffer ETF   JuneDJUN FT Cboe Vest US Eq Deep Buffer ETF June
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 39.63    
Smart Investing & Trading Score: 36
Day Percent Change: 0.03%    
Day Change: 0.01
Week Change: -0.33%    
Year-to-date Change: 4.4%
DJUN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DJUN to Watchlist:       View:      Get Complete DJUN Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.94    
Smart Investing & Trading Score: 0
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.34%    
Year-to-date Change: -2.3%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

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