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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 1, 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 46 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 58 and hence a deterioration of trend.

 Year To Date Performance: 7.34 %
 Weekly Performance: -1.13 %
 Daily Performance: -0.98 %
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Financial Sector Trend
46 / 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 %YTD Change%
UFEBInnovator S&P Exchange Traded Fund30.4063-0.32%3.25%
WFWoori  Foreign Banks31.2077-0.79%3.24%
IGDVoya Global Closed-End Fund - Foreign5.1366-1.35%3.22%
BCSABlockchain Coinvestors SPAC11.22710.18%3.22%
SSUSDay Hagan/Ned Exchange Traded Fund36.7963-1.45%3.20%
ROCLRoth Ch SPAC10.97900.37%3.20%
VELVelocity  Mortgage Finance17.15492.51%3.19%
FLVAmerican Century Exchange Traded Fund63.1286-1.08%3.18%
VVisa  Credit Services268.610-1.19%3.17%
DLRDigital Realty REIT - Office138.7820-2.50%3.12%
BSTBlackRock Science Closed-End Fund - Equity34.7142-0.83%3.12%
JGHNuveen Global Asset Mgmt12.5868-0.47%3.11%
AMGAffiliated Managers Asset Mgmt156.1036-1.77%3.09%
IRTIndependence Realty REIT15.7776-1.19%3.07%
NJANInnovator Nasdaq Exchange Traded Fund42.9668-0.38%3.07%
LTCLTC Properties REIT33.101001.88%3.05%
EPRTEssential Properties REIT - 26.34930.11%3.05%
HPIJohn Hancock Closed-End Fund - Debt16.2693-0.25%3.04%
PNNTPennantPark  Asset Mgmt7.1273-0.84%3.04%
AFARAura FAT SPAC11.20340.00%3.04%
NUSINationwide Risk Exchange Traded Fund23.10580.09%3.03%
MPABlackRock MuniYield Closed-End Fund - Debt11.98390.00%3.01%
PRIPrimerica  Life Insurance211.8610-1.31%2.96%
TEITempleton Emerging Closed-End Fund - Debt5.2565-0.19%2.94%
PHTPioneer High Closed-End Fund - Debt7.3623-0.14%2.94%
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 2.54% 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: Not Good
Overall Trend Score: 46
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 [135%] Gladstone Capital[100%]
Banco Macro[89%] Grupo Financiero[88%] Banco BBVA[76%]
EverQuote [65%] B. Riley[64%] Yiren Digital[62%]
AdvisorShares Pure[61%] LendingTree [59%] Heritage Insurance[57%]
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
AdvisorShares Pure[28.3%] LendingTree [27.3%] Heartland [17.9%]
Douglas Elliman[14.3%] Root [8.7%] Territorial Bancorp[7.5%]
AltC Acquisition[7.3%] Citizens [7.2%] Fathom [6.5%]
First Guaranty[6.4%] Fulton [5.9%] Clipper Realty[5.8%]
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[-74%] Office Properties[-72%] Texas Pacific[-63%]
Hywin [-56%] Douglas Elliman[-54%] Fathom [-54%]
FRP [-52%] eHealth [-51%] Fanhua [-51%]
AlTi Global[-49%] OppFi [-48%] 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
Grupo Financiero[100] HSBC [100] Heartland [100]
LTC Properties[100] PayPal [100] Federal Realty[100]
First Horizon[100] Lamar Advertising[100] INSU Acquisition[100]
CareTrust REIT[100] Consolidated-Tomoka Land[100] iShares ESG[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  40.3646-0.98-1.137.34%
IAIBroker-Dealers & Secs 111.3753-1.36-1.452.62%
IYFFinancials  91.3656-0.86-0.876.97%
IYGFinancial Services  63.9351-0.64-1.057.02%
KRERegional Banking  46.9935-1.63-2.49-10.38%
IXGGlobal Financials  83.6776-0.81-0.626.48%
VFHFinancials  97.7551-1.00-1.195.95%
KBEBank  44.3245-1.73-2.23-3.69%
FASFinancial Bull 3X 97.4246-2.90-3.1917.87%
FAZFinancial Bear 3X 11.25492.933.59-17.7%
UYGFinancials  62.2146-1.91-2.2612.7%
IATRegional Banks  40.9558-1.50-1.86-2.14%
KIEInsurance  48.5841-0.430.17.43%
PSCFSmallCap Financials  45.9040-0.94-0.99-6.67%
EUFNEurope Financials  22.2576-1.11-0.936.15%
PGFFinancial Preferred  14.4932-1.02-0.55-0.62%
 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 Innovator S&P 500 Ultra Buffer ETF   FebruaryUFEB Innovator S&P 500 Ultra Buffer ETF February
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 30.40    
Smart Investing & Trading Score: 63
Day Percent Change: -0.32%    
Day Change: -0.10
Week Change: -0.37%    
Year-to-date Change: 3.3%
UFEB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UFEB to Watchlist:       View:      Get Complete UFEB 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: 31.20    
Smart Investing & Trading Score: 77
Day Percent Change: -0.79%    
Day Change: -0.25
Week Change: 0.48%    
Year-to-date Change: 3.2%
WF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WF to Watchlist:       View:      Get Complete WF Trend Analysis ➞

Stock Chart of Voya Global Equity Dividend and Premium Opportunity FundIGD Voya Global Equity Dividend and Premium Opportunity Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 393.147 Millions
Recent Price: 5.13    
Smart Investing & Trading Score: 66
Day Percent Change: -1.35%    
Day Change: -0.07
Week Change: -2.1%    
Year-to-date Change: 3.2%
IGD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IGD to Watchlist:       View:      Get Complete IGD Trend Analysis ➞

Stock Chart of Blockchain Coinvestors Acquisition Corp. IBCSA Blockchain Coinvestors Acquisition Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 159 Millions
Recent Price: 11.22    
Smart Investing & Trading Score: 71
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: 3.2%
BCSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BCSA to Watchlist:       View:      Get Complete BCSA Trend Analysis ➞

Stock Chart of Day Hagan/Ned Davis Research Smart Sector ETFSSUS Day Hagan/Ned Davis Research Smart Sector ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.79    
Smart Investing & Trading Score: 63
Day Percent Change: -1.45%    
Day Change: -0.54
Week Change: -1.02%    
Year-to-date Change: 3.2%
SSUS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SSUS to Watchlist:       View:      Get Complete SSUS Trend Analysis ➞

Stock Chart of Roth Ch Acquisition V Co.ROCL Roth Ch Acquisition V Co.
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 10.97    
Smart Investing & Trading Score: 90
Day Percent Change: 0.37%    
Day Change: 0.04
Week Change: 1.11%    
Year-to-date Change: 3.2%
ROCL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ROCL to Watchlist:       View:      Get Complete ROCL Trend Analysis ➞

Stock Chart of Velocity Financial, Inc.VEL Velocity Financial, Inc.
Sector: Financials
SubSector: Mortgage Finance
MarketCap: 12157 Millions
Recent Price: 17.15    
Smart Investing & Trading Score: 49
Day Percent Change: 2.51%    
Day Change: 0.42
Week Change: 0.82%    
Year-to-date Change: 3.2%
VEL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VEL to Watchlist:       View:      Get Complete VEL Trend Analysis ➞

Stock Chart of American Century Focused Large Cap Value ETFFLV American Century Focused Large Cap Value ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 63.12    
Smart Investing & Trading Score: 86
Day Percent Change: -1.08%    
Day Change: -0.69
Week Change: -0.46%    
Year-to-date Change: 3.2%
FLV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FLV to Watchlist:       View:      Get Complete FLV Trend Analysis ➞

Stock Chart of Visa Inc.V Visa Inc.
Sector: Financials
SubSector: Credit Services
MarketCap: 340798 Millions
Recent Price: 268.61    
Smart Investing & Trading Score: 0
Day Percent Change: -1.19%    
Day Change: -3.23
Week Change: -2.15%    
Year-to-date Change: 3.2%
V Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add V to Watchlist:       View:      Get Complete V Trend Analysis ➞

Stock Chart of Digital Realty Trust, Inc.DLR Digital Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Office
MarketCap: 27038.6 Millions
Recent Price: 138.78    
Smart Investing & Trading Score: 20
Day Percent Change: -2.50%    
Day Change: -3.56
Week Change: -2.84%    
Year-to-date Change: 3.1%
DLR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DLR to Watchlist:       View:      Get Complete DLR Trend Analysis ➞

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: 34.71    
Smart Investing & Trading Score: 42
Day Percent Change: -0.83%    
Day Change: -0.29
Week Change: -0.57%    
Year-to-date Change: 3.1%
BST Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BST to Watchlist:       View:      Get Complete BST Trend Analysis ➞

Stock Chart of Nuveen Global High Income FundJGH Nuveen Global High Income Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 244.503 Millions
Recent Price: 12.58    
Smart Investing & Trading Score: 68
Day Percent Change: -0.47%    
Day Change: -0.06
Week Change: 1.86%    
Year-to-date Change: 3.1%
JGH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JGH to Watchlist:       View:      Get Complete JGH Trend Analysis ➞

Stock Chart of Affiliated Managers Group, Inc.AMG Affiliated Managers Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 2849.63 Millions
Recent Price: 156.10    
Smart Investing & Trading Score: 36
Day Percent Change: -1.77%    
Day Change: -2.82
Week Change: -2.56%    
Year-to-date Change: 3.1%
AMG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMG to Watchlist:       View:      Get Complete AMG Trend Analysis ➞

Stock Chart of Independence Realty Trust, Inc.IRT Independence Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Residential
MarketCap: 980.161 Millions
Recent Price: 15.77    
Smart Investing & Trading Score: 76
Day Percent Change: -1.19%    
Day Change: -0.19
Week Change: -0.57%    
Year-to-date Change: 3.1%
IRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IRT to Watchlist:       View:      Get Complete IRT Trend Analysis ➞

Stock Chart of Innovator Nasdaq 100 Power Buffer ETF   JanuaryNJAN Innovator Nasdaq 100 Power Buffer ETF January
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 42.96    
Smart Investing & Trading Score: 68
Day Percent Change: -0.38%    
Day Change: -0.16
Week Change: -0.16%    
Year-to-date Change: 3.1%
NJAN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NJAN to Watchlist:       View:      Get Complete NJAN Trend Analysis ➞

Stock Chart of LTC Properties, Inc.LTC LTC Properties, Inc.
Sector: Financials
SubSector: REIT - Healthcare Facilities
MarketCap: 1369.24 Millions
Recent Price: 33.10    
Smart Investing & Trading Score: 100
Day Percent Change: 1.88%    
Day Change: 0.61
Week Change: 1.66%    
Year-to-date Change: 3.1%
LTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LTC to Watchlist:       View:      Get Complete LTC Trend Analysis ➞

Stock Chart of Essential Properties Realty Trust, Inc.EPRT Essential Properties Realty Trust, Inc.
Sector: Financials
SubSector: REIT - Diversified
MarketCap: 1424.43 Millions
Recent Price: 26.34    
Smart Investing & Trading Score: 93
Day Percent Change: 0.11%    
Day Change: 0.03
Week Change: 2.53%    
Year-to-date Change: 3.1%
EPRT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EPRT to Watchlist:       View:      Get Complete EPRT Trend Analysis ➞

Stock Chart of John Hancock Preferred Income FundHPI John Hancock Preferred Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 347.007 Millions
Recent Price: 16.26    
Smart Investing & Trading Score: 93
Day Percent Change: -0.25%    
Day Change: -0.04
Week Change: 0.06%    
Year-to-date Change: 3.0%
HPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HPI to Watchlist:       View:      Get Complete HPI Trend Analysis ➞

Stock Chart of PennantPark Investment CorporationPNNT PennantPark Investment Corporation
Sector: Financials
SubSector: Asset Management
MarketCap: 157.503 Millions
Recent Price: 7.12    
Smart Investing & Trading Score: 73
Day Percent Change: -0.84%    
Day Change: -0.06
Week Change: -0.14%    
Year-to-date Change: 3.0%
PNNT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PNNT to Watchlist:       View:      Get Complete PNNT Trend Analysis ➞

Stock Chart of Aura FAT Projects Acquisition CorpAFAR Aura FAT Projects Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 153 Millions
Recent Price: 11.20    
Smart Investing & Trading Score: 34
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 3.0%
AFAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFAR to Watchlist:       View:      Get Complete AFAR Trend Analysis ➞

Stock Chart of Nationwide Risk Managed Income ETFNUSI Nationwide Risk Managed Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 23.10    
Smart Investing & Trading Score: 58
Day Percent Change: 0.09%    
Day Change: 0.02
Week Change: -0.13%    
Year-to-date Change: 3.0%
NUSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NUSI to Watchlist:       View:      Get Complete NUSI Trend Analysis ➞

Stock Chart of BlackRock MuniYield Pennsylvania Quality FundMPA BlackRock MuniYield Pennsylvania Quality Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 155.107 Millions
Recent Price: 11.98    
Smart Investing & Trading Score: 39
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.17%    
Year-to-date Change: 3.0%
MPA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MPA to Watchlist:       View:      Get Complete MPA Trend Analysis ➞

Stock Chart of Primerica, Inc.PRI Primerica, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 2782.06 Millions
Recent Price: 211.86    
Smart Investing & Trading Score: 10
Day Percent Change: -1.31%    
Day Change: -2.82
Week Change: -0.75%    
Year-to-date Change: 3.0%
PRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRI to Watchlist:       View:      Get Complete PRI Trend Analysis ➞

Stock Chart of Templeton Emerging Markets Income FundTEI Templeton Emerging Markets Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 337.907 Millions
Recent Price: 5.25    
Smart Investing & Trading Score: 65
Day Percent Change: -0.19%    
Day Change: -0.01
Week Change: 0.57%    
Year-to-date Change: 2.9%
TEI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TEI to Watchlist:       View:      Get Complete TEI Trend Analysis ➞

Stock Chart of Pioneer High Income TrustPHT Pioneer High Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 168.007 Millions
Recent Price: 7.36    
Smart Investing & Trading Score: 23
Day Percent Change: -0.14%    
Day Change: -0.01
Week Change: 0.27%    
Year-to-date Change: 2.9%
PHT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PHT to Watchlist:       View:      Get Complete PHT Trend Analysis ➞

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