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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%
EVTEaton Vance Closed-End Fund - Equity22.6761-0.92%1.89%
ETBEaton Vance Closed-End Fund - Equity13.22610.08%1.85%
XHRXenia Hotels REIT13.8731-1.70%1.84%
BYNObyNordic Acquisition SPAC11.15500.09%1.83%
ETGEaton Vance Closed-End Fund - Equity17.4128-1.47%1.81%
ISDPGIM High Closed-End Fund - Debt12.54570.00%1.79%
ISRLUIsrael Acquisitions SPAC10.97460.00%1.76%
TROWT. Rowe Asset Mgmt109.5739-2.24%1.75%
SPXXNuveen S&P Closed-End Fund - Equity15.3059-0.20%1.73%
AKRAcadia Realty Property Mgmt17.2876-1.82%1.71%
TFCTruist  Regional Banks37.5551-1.96%1.71%
EVEEVe Mobility SPAC11.00270.09%1.71%
PFTAPortage Fintech SPAC10.7380.00%1.71%
VERYVericity  Life Insurance11.38680.18%1.70%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.0523-0.55%1.69%
JEPIJPMorgan Equity Exchange Traded Fund55.9328-0.90%1.68%
AVKAdvent Convertible Closed-End Fund - Debt11.5738-0.86%1.67%
ESGRPEnstar  Insurance25.50610.47%1.67%
IPXXUInflection Point SPAC10.5234-0.47%1.64%
ALSAAlpha Star SPAC11.37510.00%1.61%
PMARInnovator S&P Exchange Traded Fund36.1935-0.71%1.57%
ORIOld Republic Insurance29.86560.20%1.56%
CBOECboe Global  Investments181.15500.93%1.45%
ARDCAres Dynamic Asset Mgmt13.95710.22%1.45%
LGILazard Global Closed-End Fund - Foreign15.5483-0.45%1.44%
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 Eaton Vance Tax-Advantaged Dividend Income FundEVT Eaton Vance Tax-Advantaged Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 979.647 Millions
Recent Price: 22.67    
Smart Investing & Trading Score: 61
Day Percent Change: -0.92%    
Day Change: -0.21
Week Change: -0.92%    
Year-to-date Change: 1.9%
EVT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVT to Watchlist:       View:      Get Complete EVT 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: 13.22    
Smart Investing & Trading Score: 61
Day Percent Change: 0.08%    
Day Change: 0.01
Week Change: -0.08%    
Year-to-date Change: 1.9%
ETB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETB to Watchlist:       View:      Get Complete ETB Trend Analysis ➞

Stock Chart of Xenia Hotels & Resorts, Inc.XHR Xenia Hotels & Resorts, Inc.
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 1058.24 Millions
Recent Price: 13.87    
Smart Investing & Trading Score: 31
Day Percent Change: -1.70%    
Day Change: -0.24
Week Change: -1.84%    
Year-to-date Change: 1.8%
XHR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add XHR to Watchlist:       View:      Get Complete XHR Trend Analysis ➞

Stock Chart of byNordic Acquisition CorporationBYNO byNordic Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 254 Millions
Recent Price: 11.15    
Smart Investing & Trading Score: 50
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.09%    
Year-to-date Change: 1.8%
BYNO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYNO to Watchlist:       View:      Get Complete BYNO Trend Analysis ➞

Stock Chart of Eaton Vance Tax-Advantaged Global Dividend Income FundETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 759.147 Millions
Recent Price: 17.41    
Smart Investing & Trading Score: 28
Day Percent Change: -1.47%    
Day Change: -0.26
Week Change: -0.97%    
Year-to-date Change: 1.8%
ETG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ETG to Watchlist:       View:      Get Complete ETG Trend Analysis ➞

Stock Chart of PGIM High Yield Bond Fund, IncISD PGIM High Yield Bond Fund, Inc
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 341.507 Millions
Recent Price: 12.54    
Smart Investing & Trading Score: 57
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.48%    
Year-to-date Change: 1.8%
ISD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISD to Watchlist:       View:      Get Complete ISD Trend Analysis ➞

Stock Chart of Israel Acquisitions CorpISRLU Israel Acquisitions Corp
Sector: Financials
SubSector: SPAC
MarketCap: 208 Millions
Recent Price: 10.97    
Smart Investing & Trading Score: 46
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.8%
ISRLU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ISRLU to Watchlist:       View:      Get Complete ISRLU Trend Analysis ➞

Stock Chart of T. Rowe Price Group, Inc.TROW T. Rowe Price Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 24530 Millions
Recent Price: 109.57    
Smart Investing & Trading Score: 39
Day Percent Change: -2.24%    
Day Change: -2.51
Week Change: -3.9%    
Year-to-date Change: 1.8%
TROW Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TROW to Watchlist:       View:      Get Complete TROW Trend Analysis ➞

Stock Chart of Nuveen S&P 500 Dynamic Overwrite FundSPXX Nuveen S&P 500 Dynamic Overwrite Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 167.747 Millions
Recent Price: 15.30    
Smart Investing & Trading Score: 59
Day Percent Change: -0.20%    
Day Change: -0.03
Week Change: 0.26%    
Year-to-date Change: 1.7%
SPXX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SPXX to Watchlist:       View:      Get Complete SPXX Trend Analysis ➞

Stock Chart of Acadia Realty TrustAKR Acadia Realty Trust
Sector: Financials
SubSector: Property Management
MarketCap: 1367.42 Millions
Recent Price: 17.28    
Smart Investing & Trading Score: 76
Day Percent Change: -1.82%    
Day Change: -0.32
Week Change: -0.23%    
Year-to-date Change: 1.7%
AKR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AKR to Watchlist:       View:      Get Complete AKR Trend Analysis ➞

Stock Chart of Truist Financial CorporationTFC Truist Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 44928.5 Millions
Recent Price: 37.55    
Smart Investing & Trading Score: 51
Day Percent Change: -1.96%    
Day Change: -0.75
Week Change: -1.62%    
Year-to-date Change: 1.7%
TFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TFC to Watchlist:       View:      Get Complete TFC Trend Analysis ➞

Stock Chart of EVe Mobility Acquisition CorpEVE EVe Mobility Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 164 Millions
Recent Price: 11.00    
Smart Investing & Trading Score: 27
Day Percent Change: 0.09%    
Day Change: 0.01
Week Change: 0.18%    
Year-to-date Change: 1.7%
EVE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVE to Watchlist:       View:      Get Complete EVE 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: 8
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 Vericity, Inc.VERY Vericity, Inc.
Sector: Financials
SubSector: Life Insurance
MarketCap: 134.986 Millions
Recent Price: 11.38    
Smart Investing & Trading Score: 68
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.44%    
Year-to-date Change: 1.7%
VERY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add VERY to Watchlist:       View:      Get Complete VERY Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 18.05    
Smart Investing & Trading Score: 23
Day Percent Change: -0.55%    
Day Change: -0.10
Week Change: -0.11%    
Year-to-date Change: 1.7%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of JPMorgan Equity Premium Income ETFJEPI JPMorgan Equity Premium Income ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 55.93    
Smart Investing & Trading Score: 28
Day Percent Change: -0.90%    
Day Change: -0.51
Week Change: -0.62%    
Year-to-date Change: 1.7%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI Trend Analysis ➞

Stock Chart of Advent Convertible and Income FundAVK Advent Convertible and Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 354.207 Millions
Recent Price: 11.57    
Smart Investing & Trading Score: 38
Day Percent Change: -0.86%    
Day Change: -0.10
Week Change: 0%    
Year-to-date Change: 1.7%
AVK Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AVK to Watchlist:       View:      Get Complete AVK Trend Analysis ➞

Stock Chart of Enstar Group LimitedESGRP Enstar Group Limited
Sector: Financials
SubSector: Insurance Brokers
MarketCap: 388.867 Millions
Recent Price: 25.50    
Smart Investing & Trading Score: 61
Day Percent Change: 0.47%    
Day Change: 0.12
Week Change: 0.39%    
Year-to-date Change: 1.7%
ESGRP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ESGRP to Watchlist:       View:      Get Complete ESGRP Trend Analysis ➞

Stock Chart of Inflection Point Acquisition Corp. IIIPXXU Inflection Point Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 223 Millions
Recent Price: 10.52    
Smart Investing & Trading Score: 34
Day Percent Change: -0.47%    
Day Change: -0.05
Week Change: -0.47%    
Year-to-date Change: 1.6%
IPXXU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add IPXXU to Watchlist:       View:      Get Complete IPXXU Trend Analysis ➞

Stock Chart of Alpha Star Acquisition CorporationALSA Alpha Star Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 158 Millions
Recent Price: 11.37    
Smart Investing & Trading Score: 51
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 1.6%
ALSA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ALSA to Watchlist:       View:      Get Complete ALSA Trend Analysis ➞

Stock Chart of Innovator S&P 500 Power Buffer ETF   MarchPMAR Innovator S&P 500 Power Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 36.19    
Smart Investing & Trading Score: 35
Day Percent Change: -0.71%    
Day Change: -0.26
Week Change: -0.47%    
Year-to-date Change: 1.6%
PMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMAR to Watchlist:       View:      Get Complete PMAR Trend Analysis ➞

Stock Chart of Old Republic International CorporationORI Old Republic International Corporation
Sector: Financials
SubSector: Property & Casualty Insurance
MarketCap: 4420.92 Millions
Recent Price: 29.86    
Smart Investing & Trading Score: 56
Day Percent Change: 0.20%    
Day Change: 0.06
Week Change: -0.9%    
Year-to-date Change: 1.6%
ORI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ORI to Watchlist:       View:      Get Complete ORI 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: 181.15    
Smart Investing & Trading Score: 50
Day Percent Change: 0.93%    
Day Change: 1.67
Week Change: 1.54%    
Year-to-date Change: 1.5%
CBOE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBOE to Watchlist:       View:      Get Complete CBOE Trend Analysis ➞

Stock Chart of Ares Dynamic Credit Allocation Fund, Inc.ARDC Ares Dynamic Credit Allocation Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 234.803 Millions
Recent Price: 13.95    
Smart Investing & Trading Score: 71
Day Percent Change: 0.22%    
Day Change: 0.03
Week Change: 0.65%    
Year-to-date Change: 1.5%
ARDC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ARDC to Watchlist:       View:      Get Complete ARDC Trend Analysis ➞

Stock Chart of Lazard Global Total Return and Income Fund, Inc.LGI Lazard Global Total Return and Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 134.547 Millions
Recent Price: 15.54    
Smart Investing & Trading Score: 83
Day Percent Change: -0.45%    
Day Change: -0.07
Week Change: -0.13%    
Year-to-date Change: 1.4%
LGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LGI to Watchlist:       View:      Get Complete LGI Trend Analysis ➞

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