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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 30, 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 58 (0-bearish to 100-bullish) which puts Financial sector in short term neutral trend.

The Smart Investing & Trading Score from previous trading session is 63 and hence a deterioration of trend.

 Year To Date Performance: 8.4 %
 Weekly Performance: -0.15 %
 Daily Performance: -0.15 %
12Stocks.com
Financial Sector Trend
58 / 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%
MIYBlackRock MuniYield Closed-End Fund - Debt11.04250.18%-2.82%
JRINuveen Real Closed-End Fund - Equity11.39690.53%-2.82%
HIOWestern Asset Closed-End Fund - Debt3.7532-0.03%-2.85%
GDLGDL Fund Closed-End Fund - Equity7.8135-0.23%-2.86%
BKSEBNY  Exchange Traded Fund91.20820.37%-2.87%
PRAProAssurance  Insurance13.39551.67%-2.90%
AFBAllianceBernstein National Closed-End Fund - Debt10.53420.62%-2.91%
LCGSterling Capital Exchange Traded Fund27.6210-0.58%-2.92%
DBLDoubleLine Opportunistic Closed-End Fund - Debt14.9057-0.27%-2.93%
CFRCullen/Frost Bankers Regional - Southwest Banks105.2910-1.67%-2.95%
EDDMorgan Stanley Closed-End Fund - Debt4.5240-0.22%-3.00%
DMBBNY  Asset Mgmt10.00250.10%-3.01%
SNVSynovus  Regional Banks36.4915-0.98%-3.08%
DRHDiamondRock Hospitality REIT9.10150.55%-3.09%
RYRoyal Bank Banks97.9948-0.17%-3.10%
MQYBlackRock MuniYield Closed-End Fund - Debt11.8118-0.17%-3.12%
UVSPUnivest  Regional Banks21.341000.52%-3.13%
PMMPutnam Managed Closed-End Fund - Debt5.89350.86%-3.13%
NCANuveen California Closed-End Fund - Debt8.68100.35%-3.13%
MBINNMerchants Bancorp Banks - Regional19.7520-0.20%-3.14%
REFIChicago Atlantic REIT - Mortgage15.68490.19%-3.15%
ACGLNArch Capital Insurance - 19.59350.62%-3.16%
ROROATAC US Exchange Traded Fund17.13380.56%-3.17%
OFGOFG Bancorp Banks36.2937-0.03%-3.18%
NEANuveen AMT-Free  Investments10.65300.19%-3.18%
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 8.4% and is currently outperforming the overall market by 1.84% 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: Deteriorating
Overall Trend Score: 58
YTD Performance: 8.4%
**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 [538%] Hippo [141%] Gladstone Capital[102%]
Banco Macro[85%] B. Riley[84%] Grupo Financiero[81%]
Banco BBVA[72%] Yiren Digital[61%] EverQuote [60%]
Fidelis Insurance[59%] Heritage Insurance[58%] Grupo Supervielle[54%]
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
Heartland [15.2%] AltC Acquisition[12.6%] Douglas Elliman[10.9%]
Fulton [7.6%] NexGen Energy[6.2%] Medical Properties[6%]
Clipper Realty[5.5%] AlTi Global[4.9%] Citizens [4.8%]
B. Riley[4.7%] Peakstone Realty[4%] Office Properties[4%]
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[-73%] Office Properties[-71%] Texas Pacific[-62%]
Hywin [-56%] Fathom [-56%] Douglas Elliman[-55%]
FRP [-51%] eHealth [-49%] Fanhua [-47%]
OppFi [-47%] RE/MAX [-46%] AlTi Global[-45%]
.
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
Heartland [100] Fulton [100] B. Riley[100]
ICICI Bank[100] Piedmont Office[100] Douglas Emmett[100]
BrasilAgro -[100] LPL [100] Highwoods Properties[100]
Stifel [100] iShares ESG[100] China Fund[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  40.7658-0.15-0.158.4%
IAIBroker-Dealers & Secs 112.9075-0.10-0.14.03%
IYFFinancials  92.1676-0.01-0.017.9%
IYGFinancial Services  64.3476-0.42-0.427.71%
KRERegional Banking  47.7747-0.87-0.87-8.89%
IXGGlobal Financials  84.35830.190.197.34%
VFHFinancials  98.7476-0.19-0.197.02%
KBEBank  45.1055-0.51-0.51-2%
FASFinancial Bull 3X 100.3358-0.30-0.321.39%
FAZFinancial Bear 3X 10.93420.640.64-20.04%
UYGFinancials  63.4253-0.36-0.3614.89%
IATRegional Banks  41.5773-0.36-0.36-0.65%
KIEInsurance  48.79580.540.547.89%
PSCFSmallCap Financials  46.3347-0.06-0.06-5.79%
EUFNEurope Financials  22.50830.180.187.35%
PGFFinancial Preferred  14.64390.480.480.41%
 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 MuniYield Michigan Quality Fund, Inc.MIY BlackRock MuniYield Michigan Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 352.207 Millions
Recent Price: 11.04    
Smart Investing & Trading Score: 25
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: -2.8%
MIY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MIY to Watchlist:       View:      Get Complete MIY Trend Analysis ➞

Stock Chart of Nuveen Real Asset Income and Growth FundJRI Nuveen Real Asset Income and Growth Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 239.247 Millions
Recent Price: 11.39    
Smart Investing & Trading Score: 69
Day Percent Change: 0.53%    
Day Change: 0.06
Week Change: 0.53%    
Year-to-date Change: -2.8%
JRI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add JRI to Watchlist:       View:      Get Complete JRI Trend Analysis ➞

Stock Chart of Western Asset High Income Opportunity Fund Inc.HIO Western Asset High Income Opportunity Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 445.207 Millions
Recent Price: 3.75    
Smart Investing & Trading Score: 32
Day Percent Change: -0.03%    
Day Change: 0.00
Week Change: -0.03%    
Year-to-date Change: -2.9%
HIO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HIO to Watchlist:       View:      Get Complete HIO Trend Analysis ➞

Stock Chart of The GDL FundGDL The GDL Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 104.847 Millions
Recent Price: 7.81    
Smart Investing & Trading Score: 35
Day Percent Change: -0.23%    
Day Change: -0.02
Week Change: -0.23%    
Year-to-date Change: -2.9%
GDL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GDL to Watchlist:       View:      Get Complete GDL Trend Analysis ➞

Stock Chart of BNY Mellon US Small Cap Core Equity ETFBKSE BNY Mellon US Small Cap Core Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 91.20    
Smart Investing & Trading Score: 82
Day Percent Change: 0.37%    
Day Change: 0.34
Week Change: 0.37%    
Year-to-date Change: -2.9%
BKSE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BKSE to Watchlist:       View:      Get Complete BKSE Trend Analysis ➞

Stock Chart of ProAssurance CorporationPRA ProAssurance Corporation
Sector: Financials
SubSector: Accident & Health Insurance
MarketCap: 1434.6 Millions
Recent Price: 13.39    
Smart Investing & Trading Score: 55
Day Percent Change: 1.67%    
Day Change: 0.22
Week Change: 1.67%    
Year-to-date Change: -2.9%
PRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PRA to Watchlist:       View:      Get Complete PRA Trend Analysis ➞

Stock Chart of AllianceBernstein National Municipal Income FundAFB AllianceBernstein National Municipal Income Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 342.307 Millions
Recent Price: 10.53    
Smart Investing & Trading Score: 42
Day Percent Change: 0.62%    
Day Change: 0.06
Week Change: 0.62%    
Year-to-date Change: -2.9%
AFB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AFB to Watchlist:       View:      Get Complete AFB Trend Analysis ➞

Stock Chart of Sterling Capital Focus Equity ETFLCG Sterling Capital Focus Equity ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 27.62    
Smart Investing & Trading Score: 10
Day Percent Change: -0.58%    
Day Change: -0.16
Week Change: -0.58%    
Year-to-date Change: -2.9%
LCG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add LCG to Watchlist:       View:      Get Complete LCG Trend Analysis ➞

Stock Chart of DoubleLine Opportunistic Credit FundDBL DoubleLine Opportunistic Credit Fund
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 255.407 Millions
Recent Price: 14.90    
Smart Investing & Trading Score: 57
Day Percent Change: -0.27%    
Day Change: -0.04
Week Change: -0.27%    
Year-to-date Change: -2.9%
DBL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DBL to Watchlist:       View:      Get Complete DBL Trend Analysis ➞

Stock Chart of Cullen/Frost Bankers, Inc.CFR Cullen/Frost Bankers, Inc.
Sector: Financials
SubSector: Regional - Southwest Banks
MarketCap: 3536.75 Millions
Recent Price: 105.29    
Smart Investing & Trading Score: 10
Day Percent Change: -1.67%    
Day Change: -1.79
Week Change: -1.67%    
Year-to-date Change: -3.0%
CFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CFR to Watchlist:       View:      Get Complete CFR Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.52    
Smart Investing & Trading Score: 40
Day Percent Change: -0.22%    
Day Change: -0.01
Week Change: -0.22%    
Year-to-date Change: -3.0%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of BNY Mellon Municipal Bond Infrastructure Fund, Inc.DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 202.503 Millions
Recent Price: 10.00    
Smart Investing & Trading Score: 25
Day Percent Change: 0.10%    
Day Change: 0.01
Week Change: 0.1%    
Year-to-date Change: -3.0%
DMB Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DMB to Watchlist:       View:      Get Complete DMB Trend Analysis ➞

Stock Chart of Synovus Financial Corp.SNV Synovus Financial Corp.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 2697.29 Millions
Recent Price: 36.49    
Smart Investing & Trading Score: 15
Day Percent Change: -0.98%    
Day Change: -0.36
Week Change: -0.98%    
Year-to-date Change: -3.1%
SNV Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SNV to Watchlist:       View:      Get Complete SNV Trend Analysis ➞

Stock Chart of DiamondRock Hospitality CompanyDRH DiamondRock Hospitality Company
Sector: Financials
SubSector: REIT - Hotel/Motel
MarketCap: 964 Millions
Recent Price: 9.10    
Smart Investing & Trading Score: 15
Day Percent Change: 0.55%    
Day Change: 0.05
Week Change: 0.55%    
Year-to-date Change: -3.1%
DRH Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DRH to Watchlist:       View:      Get Complete DRH Trend Analysis ➞

Stock Chart of Royal Bank of CanadaRY Royal Bank of Canada
Sector: Financials
SubSector: Money Center Banks
MarketCap: 87565.4 Millions
Recent Price: 97.99    
Smart Investing & Trading Score: 48
Day Percent Change: -0.17%    
Day Change: -0.17
Week Change: -0.17%    
Year-to-date Change: -3.1%
RY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RY to Watchlist:       View:      Get Complete RY Trend Analysis ➞

Stock Chart of BlackRock MuniYield Quality Fund, Inc.MQY BlackRock MuniYield Quality Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 378.307 Millions
Recent Price: 11.81    
Smart Investing & Trading Score: 18
Day Percent Change: -0.17%    
Day Change: -0.02
Week Change: -0.17%    
Year-to-date Change: -3.1%
MQY Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MQY to Watchlist:       View:      Get Complete MQY Trend Analysis ➞

Stock Chart of Univest Financial CorporationUVSP Univest Financial Corporation
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 467.999 Millions
Recent Price: 21.34    
Smart Investing & Trading Score: 100
Day Percent Change: 0.52%    
Day Change: 0.11
Week Change: 0.52%    
Year-to-date Change: -3.1%
UVSP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add UVSP to Watchlist:       View:      Get Complete UVSP 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: 5.89    
Smart Investing & Trading Score: 35
Day Percent Change: 0.86%    
Day Change: 0.05
Week Change: 0.86%    
Year-to-date Change: -3.1%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of Nuveen California Municipal Value Fund, Inc.NCA Nuveen California Municipal Value Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 256.107 Millions
Recent Price: 8.68    
Smart Investing & Trading Score: 10
Day Percent Change: 0.35%    
Day Change: 0.03
Week Change: 0.35%    
Year-to-date Change: -3.1%
NCA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NCA to Watchlist:       View:      Get Complete NCA Trend Analysis ➞

Stock Chart of Merchants BancorpMBINN Merchants Bancorp
Sector: Financials
SubSector: Banks - Regional
MarketCap: 1110 Millions
Recent Price: 19.75    
Smart Investing & Trading Score: 20
Day Percent Change: -0.20%    
Day Change: -0.04
Week Change: -0.2%    
Year-to-date Change: -3.1%
MBINN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add MBINN to Watchlist:       View:      Get Complete MBINN Trend Analysis ➞

Stock Chart of Chicago Atlantic Financials Finance, Inc.REFI Chicago Atlantic Financials Finance, Inc.
Sector: Financials
SubSector: REIT - Mortgage
MarketCap: 285 Millions
Recent Price: 15.68    
Smart Investing & Trading Score: 49
Day Percent Change: 0.19%    
Day Change: 0.03
Week Change: 0.19%    
Year-to-date Change: -3.2%
REFI Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add REFI to Watchlist:       View:      Get Complete REFI Trend Analysis ➞

Stock Chart of Arch Capital Group Ltd.ACGLN Arch Capital Group Ltd.
Sector: Financials
SubSector: Insurance - Diversified
MarketCap: 27880 Millions
Recent Price: 19.59    
Smart Investing & Trading Score: 35
Day Percent Change: 0.62%    
Day Change: 0.12
Week Change: 0.62%    
Year-to-date Change: -3.2%
ACGLN Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add ACGLN to Watchlist:       View:      Get Complete ACGLN Trend Analysis ➞

Stock Chart of ATAC US Rotation ETFRORO ATAC US Rotation ETF
Sector: Financials
SubSector: Exchange Traded Fund
MarketCap: 60157 Millions
Recent Price: 17.13    
Smart Investing & Trading Score: 38
Day Percent Change: 0.56%    
Day Change: 0.09
Week Change: 0.56%    
Year-to-date Change: -3.2%
RORO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RORO to Watchlist:       View:      Get Complete RORO Trend Analysis ➞

Stock Chart of OFG BancorpOFG OFG Bancorp
Sector: Financials
SubSector: Money Center Banks
MarketCap: 537.599 Millions
Recent Price: 36.29    
Smart Investing & Trading Score: 37
Day Percent Change: -0.03%    
Day Change: -0.01
Week Change: -0.03%    
Year-to-date Change: -3.2%
OFG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OFG to Watchlist:       View:      Get Complete OFG Trend Analysis ➞

Stock Chart of Nuveen AMT-Free Quality Municipal Income FundNEA Nuveen AMT-Free Quality Municipal Income Fund
Sector: Financials
SubSector: Diversified Investments
MarketCap: 3197.3 Millions
Recent Price: 10.65    
Smart Investing & Trading Score: 30
Day Percent Change: 0.19%    
Day Change: 0.02
Week Change: 0.19%    
Year-to-date Change: -3.2%
NEA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add NEA to Watchlist:       View:      Get Complete NEA Trend Analysis ➞

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