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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 39 (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 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
39 / 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%
VMCAValuence Merger SPAC11.42500.00%2.51%
AGOAssured Guaranty Insurance76.700-2.23%2.50%
PCNPIMCO Corporate Closed-End Fund - Debt12.7225-0.39%2.50%
CLMCornerstone Strategic Asset Mgmt7.37800.00%2.50%
FTIIFutureTech II SPAC11.10360.00%2.49%
BFACBattery Future SPAC11.1258-0.09%2.49%
DMFBNY  Asset Mgmt6.66830.15%2.46%
MUABlackRock MuniAssets Closed-End Fund - Debt10.8528-0.46%2.46%
IBOC Bancshares Regional - Southwest Banks55.6576-1.43%2.45%
HYTBlackRock Corporate Closed-End Fund - Debt9.6651-0.31%2.44%
EVMEaton Vance Asset Mgmt9.3768-0.11%2.40%
CBSHCommerce Bancshares Regional Banks54.6868-0.20%2.38%
FCTFirst Trust Closed-End Fund - Debt10.3364-0.19%2.38%
RENECartesian Growth SPAC11.2041-0.09%2.38%
WAFDPWashington Federal Banks - Regional15.5018-0.74%2.38%
RRACRigel Resource SPAC11.2551-0.09%2.37%
IQSIIQ Candriam Exchange Traded Fund28.8848-1.11%2.36%
IVCAInvestcorp India SPAC11.2633-0.09%2.36%
ETOEaton Vance Closed-End Fund - Equity24.1966-1.18%2.33%
NHSNeuberger Berman Asset Mgmt7.9013-0.63%2.33%
SIXL6 Meridian Exchange Traded Fund33.8778-0.32%2.30%
CSLMConsilium Acquisition SPAC11.1434-0.09%2.30%
SKTTanger Factory REIT - Retail28.3558-0.91%2.27%
QYLGGlobal X Exchange Traded Fund29.4845-1.21%2.25%
DFAIDimensional  Exchange Traded Fund29.2853-1.41%2.23%
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: 39
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 [565%] 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 [27.4%] Heartland [17.9%]
Douglas Elliman[14.3%] First Guaranty[8.2%] Root [8.2%]
AltC Acquisition[7.3%] Citizens [7.2%] Territorial Bancorp[6.5%]
Fulton [6%] Innovative Industrial[5.8%] 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%] Fathom [-56%] Douglas Elliman[-54%]
Fanhua [-52%] FRP [-52%] eHealth [-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
LendingTree [100] AdvisorShares Pure[100] SLM [100]
Innovative Industrial[100] Grupo Financiero[100] HSBC [100]
NexPoint Residential[100] OneMain [100] Heartland [100]
LTC Properties[100] PayPal [100] AFC Gamma[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  40.3639-0.98-1.137.34%
IAIBroker-Dealers & Secs 111.3753-1.36-1.452.62%
IYFFinancials  91.1539-1.10-1.116.72%
IYGFinancial Services  63.4939-1.32-1.736.28%
KRERegional Banking  47.0225-1.57-2.43-10.32%
IXGGlobal Financials  83.8153-0.65-0.466.65%
VFHFinancials  97.6639-1.09-1.285.85%
KBEBank  44.3232-1.73-2.23-3.69%
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  40.8945-1.64-1.99-2.27%
KIEInsurance  48.5841-0.430.17.43%
PSCFSmallCap Financials  45.7925-1.17-1.23-6.89%
EUFNEurope Financials  22.2561-1.11-0.936.15%
PGFFinancial Preferred  14.4915-1.02-0.55-0.62%
 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 Valuence Merger Corp. IVMCA Valuence Merger Corp. I
Sector: Financials
SubSector: SPAC
MarketCap: 295 Millions
Recent Price: 11.42    
Smart Investing & Trading Score: 50
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.5%
VMCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VMCA to Watchlist:       View:      Get Complete VMCA Trend Analysis ➞

Stock Chart of Assured Guaranty Ltd.AGO Assured Guaranty Ltd.
Sector: Financials
SubSector: Surety & Title Insurance
MarketCap: 2133.18 Millions
Recent Price: 76.70    
Smart Investing & Trading Score: 0
Day Percent Change: -2.23%    
Day Change: -1.75
Week Change: -2.24%    
Year-to-date Change: 2.5%
AGO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AGO to Watchlist:       View:      Get Complete AGO Trend Analysis ➞

Stock Chart of PIMCO Corporate & Income Strategy FundPCN PIMCO Corporate & Income Strategy Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 442.607 Millions
Recent Price: 12.72    
Smart Investing & Trading Score: 25
Day Percent Change: -0.39%    
Day Change: -0.05
Week Change: 0.55%    
Year-to-date Change: 2.5%
PCN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PCN to Watchlist:       View:      Get Complete PCN Trend Analysis ➞

Stock Chart of Cornerstone Strategic Value Fund, Inc.CLM Cornerstone Strategic Value Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 512.703 Millions
Recent Price: 7.37    
Smart Investing & Trading Score: 80
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.96%    
Year-to-date Change: 2.5%
CLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CLM to Watchlist:       View:      Get Complete CLM Trend Analysis ➞

Stock Chart of FutureTech II Acquisition Corp.FTII FutureTech II Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 160 Millions
Recent Price: 11.10    
Smart Investing & Trading Score: 36
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.18%    
Year-to-date Change: 2.5%
FTII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FTII to Watchlist:       View:      Get Complete FTII Trend Analysis ➞

Stock Chart of Battery Future Acquisition Corp.BFAC Battery Future Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 213 Millions
Recent Price: 11.12    
Smart Investing & Trading Score: 58
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0.27%    
Year-to-date Change: 2.5%
BFAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BFAC to Watchlist:       View:      Get Complete BFAC Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Income, Inc.DMF BNY Mellon Municipal Income, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 146.403 Millions
Recent Price: 6.66    
Smart Investing & Trading Score: 83
Day Percent Change: 0.15%    
Day Change: 0.01
Week Change: 0.3%    
Year-to-date Change: 2.5%
DMF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMF to Watchlist:       View:      Get Complete DMF Trend Analysis ➞

Stock Chart of BlackRock MuniAssets Fund, Inc.MUA BlackRock MuniAssets Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 406.907 Millions
Recent Price: 10.85    
Smart Investing & Trading Score: 28
Day Percent Change: -0.46%    
Day Change: -0.05
Week Change: -0.18%    
Year-to-date Change: 2.5%
MUA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MUA to Watchlist:       View:      Get Complete MUA Trend Analysis ➞

Stock Chart of International Bancshares CorporationIBOC International Bancshares Corporation
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 1159.45 Millions
Recent Price: 55.65    
Smart Investing & Trading Score: 76
Day Percent Change: -1.43%    
Day Change: -0.81
Week Change: -0.89%    
Year-to-date Change: 2.5%
IBOC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IBOC to Watchlist:       View:      Get Complete IBOC Trend Analysis ➞

Stock Chart of BlackRock Corporate High Yield Fund, Inc.HYT BlackRock Corporate High Yield Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 902.007 Millions
Recent Price: 9.66    
Smart Investing & Trading Score: 51
Day Percent Change: -0.31%    
Day Change: -0.03
Week Change: -0.21%    
Year-to-date Change: 2.4%
HYT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYT to Watchlist:       View:      Get Complete HYT Trend Analysis ➞

Stock Chart of Eaton Vance California Municipal Bond FundEVM Eaton Vance California Municipal Bond Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 243.903 Millions
Recent Price: 9.37    
Smart Investing & Trading Score: 68
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: 0.64%    
Year-to-date Change: 2.4%
EVM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVM to Watchlist:       View:      Get Complete EVM Trend Analysis ➞

Stock Chart of Commerce Bancshares, Inc.CBSH Commerce Bancshares, Inc.
Sector: Financials
SubSector: Regional - Midwest Banks
MarketCap: 6201.5 Millions
Recent Price: 54.68    
Smart Investing & Trading Score: 68
Day Percent Change: -0.20%    
Day Change: -0.11
Week Change: -1.32%    
Year-to-date Change: 2.4%
CBSH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBSH to Watchlist:       View:      Get Complete CBSH Trend Analysis ➞

Stock Chart of First Trust Senior Floating Rate Income Fund IIFCT First Trust Senior Floating Rate Income Fund II
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 212.407 Millions
Recent Price: 10.33    
Smart Investing & Trading Score: 64
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: 0%    
Year-to-date Change: 2.4%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Cartesian Growth Corporation IIRENE Cartesian Growth Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 307 Millions
Recent Price: 11.20    
Smart Investing & Trading Score: 41
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 2.4%
RENE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RENE to Watchlist:       View:      Get Complete RENE Trend Analysis ➞

Stock Chart of Washington Federal, Inc.WAFDP Washington Federal, Inc.
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1740 Millions
Recent Price: 15.50    
Smart Investing & Trading Score: 18
Day Percent Change: -0.74%    
Day Change: -0.12
Week Change: -0.96%    
Year-to-date Change: 2.4%
WAFDP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WAFDP to Watchlist:       View:      Get Complete WAFDP Trend Analysis ➞

Stock Chart of Rigel Resource Acquisition Corp.RRAC Rigel Resource Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 402 Millions
Recent Price: 11.25    
Smart Investing & Trading Score: 51
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 2.4%
RRAC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RRAC to Watchlist:       View:      Get Complete RRAC Trend Analysis ➞

Stock Chart of IQ Candriam ESG International Equity ETFIQSI IQ Candriam ESG International Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 28.88    
Smart Investing & Trading Score: 48
Day Percent Change: -1.11%    
Day Change: -0.32
Week Change: -0.65%    
Year-to-date Change: 2.4%
IQSI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IQSI to Watchlist:       View:      Get Complete IQSI 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: -0.09%    
Day Change: -0.01
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 Eaton Vance Tax-Advantaged Global Dividend Opportunities FundETO Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 234.147 Millions
Recent Price: 24.19    
Smart Investing & Trading Score: 66
Day Percent Change: -1.18%    
Day Change: -0.29
Week Change: -0.86%    
Year-to-date Change: 2.3%
ETO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETO to Watchlist:       View:      Get Complete ETO Trend Analysis ➞

Stock Chart of Neuberger Berman High Yield Strategies Fund Inc.NHS Neuberger Berman High Yield Strategies Fund Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 147.303 Millions
Recent Price: 7.90    
Smart Investing & Trading Score: 13
Day Percent Change: -0.63%    
Day Change: -0.05
Week Change: -0.38%    
Year-to-date Change: 2.3%
NHS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NHS to Watchlist:       View:      Get Complete NHS 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: 33.87    
Smart Investing & Trading Score: 78
Day Percent Change: -0.32%    
Day Change: -0.11
Week Change: 0%    
Year-to-date Change: 2.3%
SIXL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SIXL to Watchlist:       View:      Get Complete SIXL Trend Analysis ➞

Stock Chart of Consilium Acquisition Corp I, Ltd.CSLM Consilium Acquisition Corp I, Ltd.
Sector: Financials
SubSector: SPAC
MarketCap: 249 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 34
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: 0%    
Year-to-date Change: 2.3%
CSLM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CSLM to Watchlist:       View:      Get Complete CSLM Trend Analysis ➞

Stock Chart of Tanger Factory Outlet Centers, Inc.SKT Tanger Factory Outlet Centers, Inc.
Sector: Financials
SubSector: REIT - Retail
MarketCap: 720.214 Millions
Recent Price: 28.35    
Smart Investing & Trading Score: 58
Day Percent Change: -0.91%    
Day Change: -0.26
Week Change: -1.84%    
Year-to-date Change: 2.3%
SKT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SKT to Watchlist:       View:      Get Complete SKT Trend Analysis ➞

Stock Chart of Global X Nasdaq 100 Covered Call & Growth ETFQYLG Global X Nasdaq 100 Covered Call & Growth ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.48    
Smart Investing & Trading Score: 45
Day Percent Change: -1.21%    
Day Change: -0.36
Week Change: -1.01%    
Year-to-date Change: 2.3%
QYLG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add QYLG to Watchlist:       View:      Get Complete QYLG Trend Analysis ➞

Stock Chart of Dimensional International Core Equity Market ETFDFAI Dimensional International Core Equity Market ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 29.28    
Smart Investing & Trading Score: 53
Day Percent Change: -1.41%    
Day Change: -0.42
Week Change: -0.95%    
Year-to-date Change: 2.2%
DFAI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFAI to Watchlist:       View:      Get Complete DFAI Trend Analysis ➞

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