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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 4, 2024 - All trends (long term, mid-term and short term) for Financial sector looks good.

The overall Smart Investing & Trading Score is 53 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 36 and hence an improvement of trend.

 Year To Date Performance: 7.85 %
 Weekly Performance: -0.66 %
 Daily Performance: 0.22 %
12Stocks.com
Financial Sector Trend
53 / 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%
BKNBlackRock  Closed-End Fund - Debt12.12651.00%2.19%
SVIIUSpring Valley SPAC11.18480.00%2.19%
CBHAllianzGI Convertible Asset Mgmt8.9193-0.11%2.18%
RFRegions  Regional Banks19.80900.81%2.17%
JCENuveen Core Closed-End Fund - Equity13.84871.02%2.14%
ASCBA SPAC SPAC11.09380.00%2.13%
RWAYRunway Growth Credit Services12.9462-0.77%2.13%
CITECartica Acquisition SPAC11.14360.00%2.11%
AACTAres Acquisition SPAC10.64540.00%2.11%
UMARInnovator S&P Exchange Traded Fund32.25600.79%2.09%
TPGTPG  Asset Mgmt44.16771.49%2.07%
KCGIKensington Capital SPAC10.91550.00%2.06%
EVNEaton Vance Closed-End Fund - Debt10.02621.52%2.04%
RMIRiverNorth Opportunistic Closed-End Fund - Debt15.54400.45%2.04%
ECATBlackRock ESG Closed-End Fund - Equity16.49570.76%2.04%
GDVGabelli Dividend Closed-End Fund - Equity22.08581.01%2.03%
SBXCSilverBox Corp SPAC10.55440.00%2.03%
DHYCredit Suisse Asset Mgmt2.02650.50%2.02%
CNDAConcord Acquisition SPAC10.59640.19%2.02%
CVIIChurchill Capital SPAC10.7113-0.09%2.00%
FCTFirst Trust Closed-End Fund - Debt10.2936-0.19%1.98%
HLNEHamilton Lane Asset Mgmt115.67770.29%1.97%
HYBNew America Closed-End Fund - Debt7.17620.77%1.92%
JEPIJPMorgan Equity Exchange Traded Fund56.06320.66%1.92%
PROVProvident  S&L12.85320.00%1.90%
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 7.85% and is currently outperforming the overall market by 0.97% year-to-date. Below is a quick view of Technical charts and trends:

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

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 53
YTD Performance: 7.85%
**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 [437%] Banco Macro[110%] Hippo [103%]
Gladstone Capital[100%] Grupo Financiero[99%] Banco BBVA[93%]
EverQuote [78%] Grupo Supervielle[69%] Yiren Digital[67%]
LendingTree [63%] Lufax Holding[53%] Victory Capital[52%]
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
Office Properties[42.8%] LendingTree [30.4%] SelectQuote [26.7%]
Heartland [23%] Industrial Logistics[20.4%] New York[18.9%]
KE [17.8%] Banco Macro[17.2%] Douglas Elliman[16.4%]
Siebert [14.9%] eXp World[14.8%] LendingClub [14.6%]
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[-65%] Texas Pacific[-64%] Office Properties[-61%]
Hywin [-59%] Fathom [-54%] Douglas Elliman[-53%]
FRP [-51%] AlTi Global[-50%] Fanhua [-48%]
OppFi [-46%] eHealth [-46%] Fangdd Network[-46%]
.
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
Siebert [100] Office Properties[100] Banco BBVA[100]
AG Mortgage[100] Grupo Financiero[100] Banco Macro[100]
Global X[100] Grupo Supervielle[100] Reinsurance [100]
Camden Property[100] Noah [100] KE [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  40.55530.22-0.667.85%
IAIBroker-Dealers & Secs 114.27950.981.115.29%
IYFFinancials  92.47780.380.338.27%
IYGFinancial Services  64.09600.31-0.87.29%
KRERegional Banking  49.651001.293.03-5.3%
IXGGlobal Financials  84.84850.870.777.97%
VFHFinancials  98.70730.34-0.236.98%
KBEBank  46.391001.162.340.8%
FASFinancial Bull 3X 98.83600.95-1.7919.58%
FAZFinancial Bear 3X 11.0817-0.892.03-18.95%
UYGFinancials  62.79600.56-1.3513.75%
IATRegional Banks  42.291000.931.371.08%
KIEInsurance  49.48600.391.969.42%
PSCFSmallCap Financials  47.281000.771.98-3.86%
EUFNEurope Financials  22.65850.240.828.04%
PGFFinancial Preferred  14.85641.431.921.85%
 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 BlackRock Investment Quality Municipal Trust Inc.BKN BlackRock Investment Quality Municipal Trust Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 221.707 Millions
Recent Price: 12.12    
Smart Investing & Trading Score: 65
Day Percent Change: 1.00%    
Day Change: 0.12
Week Change: 0.5%    
Year-to-date Change: 2.2%
BKN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKN to Watchlist:       View:      Get Complete BKN Trend Analysis ➞

Stock Chart of Spring Valley Acquisition Corp. IISVIIU Spring Valley Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 324 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 48
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
SVIIU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVIIU to Watchlist:       View:      Get Complete SVIIU Trend Analysis ➞

Stock Chart of AllianzGI Convertible & Income 2024 Target Term FundCBH AllianzGI Convertible & Income 2024 Target Term Fund
Sector: Financials
SubSector: Asset Management
MarketCap: 131.403 Millions
Recent Price: 8.91    
Smart Investing & Trading Score: 93
Day Percent Change: -0.11%    
Day Change: -0.01
Week Change: -0.22%    
Year-to-date Change: 2.2%
CBH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CBH to Watchlist:       View:      Get Complete CBH Trend Analysis ➞

Stock Chart of Regions Financial CorporationRF Regions Financial Corporation
Sector: Financials
SubSector: Regional - Southeast Banks
MarketCap: 8936.25 Millions
Recent Price: 19.80    
Smart Investing & Trading Score: 90
Day Percent Change: 0.81%    
Day Change: 0.16
Week Change: 0.92%    
Year-to-date Change: 2.2%
RF Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RF to Watchlist:       View:      Get Complete RF Trend Analysis ➞

Stock Chart of Nuveen Core Equity Alpha FundJCE Nuveen Core Equity Alpha Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 144.747 Millions
Recent Price: 13.84    
Smart Investing & Trading Score: 87
Day Percent Change: 1.02%    
Day Change: 0.14
Week Change: 1.24%    
Year-to-date Change: 2.1%
JCE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JCE to Watchlist:       View:      Get Complete JCE Trend Analysis ➞

Stock Chart of A SPAC II Acquisition CorporationASCB A SPAC II Acquisition Corporation
Sector: Financials
SubSector: SPAC
MarketCap: 267 Millions
Recent Price: 11.09    
Smart Investing & Trading Score: 38
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.44%    
Year-to-date Change: 2.1%
ASCB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ASCB to Watchlist:       View:      Get Complete ASCB Trend Analysis ➞

Stock Chart of Runway Growth Finance Corp.RWAY Runway Growth Finance Corp.
Sector: Financials
SubSector: Credit Services
MarketCap: 497 Millions
Recent Price: 12.94    
Smart Investing & Trading Score: 62
Day Percent Change: -0.77%    
Day Change: -0.10
Week Change: 1.33%    
Year-to-date Change: 2.1%
RWAY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RWAY to Watchlist:       View:      Get Complete RWAY Trend Analysis ➞

Stock Chart of Cartica Acquisition CorpCITE Cartica Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 308 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 36
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.09%    
Year-to-date Change: 2.1%
CITE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CITE to Watchlist:       View:      Get Complete CITE Trend Analysis ➞

Stock Chart of Ares Acquisition Corporation IIAACT Ares Acquisition Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 639 Millions
Recent Price: 10.64    
Smart Investing & Trading Score: 54
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0.19%    
Year-to-date Change: 2.1%
AACT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AACT to Watchlist:       View:      Get Complete AACT Trend Analysis ➞

Stock Chart of Innovator S&P 500 Ultra Buffer ETF   MarchUMAR Innovator S&P 500 Ultra Buffer ETF March
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 32.25    
Smart Investing & Trading Score: 60
Day Percent Change: 0.79%    
Day Change: 0.25
Week Change: 0.09%    
Year-to-date Change: 2.1%
UMAR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UMAR to Watchlist:       View:      Get Complete UMAR Trend Analysis ➞

Stock Chart of TPG Inc.TPG TPG Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 8700 Millions
Recent Price: 44.16    
Smart Investing & Trading Score: 77
Day Percent Change: 1.49%    
Day Change: 0.65
Week Change: 0.8%    
Year-to-date Change: 2.1%
TPG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add TPG to Watchlist:       View:      Get Complete TPG Trend Analysis ➞

Stock Chart of Kensington Capital Acquisition Corp. VKCGI Kensington Capital Acquisition Corp. V
Sector: Financials
SubSector: SPAC
MarketCap: 365 Millions
Recent Price: 10.91    
Smart Investing & Trading Score: 55
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.1%
KCGI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add KCGI to Watchlist:       View:      Get Complete KCGI Trend Analysis ➞

Stock Chart of Eaton Vance Municipal Income TrustEVN Eaton Vance Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 430.707 Millions
Recent Price: 10.02    
Smart Investing & Trading Score: 62
Day Percent Change: 1.52%    
Day Change: 0.15
Week Change: 1.83%    
Year-to-date Change: 2.0%
EVN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EVN to Watchlist:       View:      Get Complete EVN Trend Analysis ➞

Stock Chart of RiverNorth Opportunistic Municipal Income Fund, Inc.RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 108.907 Millions
Recent Price: 15.54    
Smart Investing & Trading Score: 40
Day Percent Change: 0.45%    
Day Change: 0.07
Week Change: 0.81%    
Year-to-date Change: 2.0%
RMI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RMI to Watchlist:       View:      Get Complete RMI Trend Analysis ➞

Stock Chart of BlackRock ESG Capital Allocation Term TrustECAT BlackRock ESG Capital Allocation Term Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1610 Millions
Recent Price: 16.49    
Smart Investing & Trading Score: 57
Day Percent Change: 0.76%    
Day Change: 0.12
Week Change: 1.88%    
Year-to-date Change: 2.0%
ECAT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ECAT to Watchlist:       View:      Get Complete ECAT Trend Analysis ➞

Stock Chart of The Gabelli Dividend & Income TrustGDV The Gabelli Dividend & Income Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 1079.97 Millions
Recent Price: 22.08    
Smart Investing & Trading Score: 58
Day Percent Change: 1.01%    
Day Change: 0.22
Week Change: 0.36%    
Year-to-date Change: 2.0%
GDV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDV to Watchlist:       View:      Get Complete GDV Trend Analysis ➞

Stock Chart of SilverBox Corp IIISBXC SilverBox Corp III
Sector: Financials
SubSector: SPAC
MarketCap: 174 Millions
Recent Price: 10.55    
Smart Investing & Trading Score: 44
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.0%
SBXC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SBXC to Watchlist:       View:      Get Complete SBXC Trend Analysis ➞

Stock Chart of Credit Suisse High Yield Bond Fund, Inc.DHY Credit Suisse High Yield Bond Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 166.103 Millions
Recent Price: 2.02    
Smart Investing & Trading Score: 65
Day Percent Change: 0.50%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: 2.0%
DHY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHY to Watchlist:       View:      Get Complete DHY Trend Analysis ➞

Stock Chart of Concord Acquisition Corp IICNDA Concord Acquisition Corp II
Sector: Financials
SubSector: SPAC
MarketCap: 359 Millions
Recent Price: 10.59    
Smart Investing & Trading Score: 64
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.28%    
Year-to-date Change: 2.0%
CNDA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CNDA to Watchlist:       View:      Get Complete CNDA Trend Analysis ➞

Stock Chart of Churchill Capital Corp VIICVII Churchill Capital Corp VII
Sector: Financials
SubSector: SPAC
MarketCap: 954 Millions
Recent Price: 10.71    
Smart Investing & Trading Score: 13
Day Percent Change: -0.09%    
Day Change: -0.01
Week Change: -0.28%    
Year-to-date Change: 2.0%
CVII Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CVII to Watchlist:       View:      Get Complete CVII 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: 10.29    
Smart Investing & Trading Score: 36
Day Percent Change: -0.19%    
Day Change: -0.02
Week Change: -0.39%    
Year-to-date Change: 2.0%
FCT Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FCT to Watchlist:       View:      Get Complete FCT Trend Analysis ➞

Stock Chart of Hamilton Lane IncorporatedHLNE Hamilton Lane Incorporated
Sector: Financials
SubSector: Asset Management
MarketCap: 2484.13 Millions
Recent Price: 115.67    
Smart Investing & Trading Score: 77
Day Percent Change: 0.29%    
Day Change: 0.34
Week Change: 1%    
Year-to-date Change: 2.0%
HLNE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HLNE to Watchlist:       View:      Get Complete HLNE Trend Analysis ➞

Stock Chart of The New America High Income Fund Inc.HYB The New America High Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 141.107 Millions
Recent Price: 7.17    
Smart Investing & Trading Score: 62
Day Percent Change: 0.77%    
Day Change: 0.05
Week Change: 1.49%    
Year-to-date Change: 1.9%
HYB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HYB to Watchlist:       View:      Get Complete HYB 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: 56.06    
Smart Investing & Trading Score: 32
Day Percent Change: 0.66%    
Day Change: 0.37
Week Change: -0.39%    
Year-to-date Change: 1.9%
JEPI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JEPI to Watchlist:       View:      Get Complete JEPI Trend Analysis ➞

Stock Chart of Provident Financial Holdings, Inc.PROV Provident Financial Holdings, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 120.63 Millions
Recent Price: 12.85    
Smart Investing & Trading Score: 32
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: -0.39%    
Year-to-date Change: 1.9%
PROV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PROV to Watchlist:       View:      Get Complete PROV Trend Analysis ➞

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