21 companies

Blackstone

Market Cap: US$180.3b

An alternative asset management firm specializing in private equity, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies.

BX

US$133.10

7D

-7.9%

1Y

5.6%

Charles Schwab

Market Cap: US$142.5b

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

SCHW

US$74.87

7D

-5.9%

1Y

4.9%

Tradeweb Markets

Market Cap: US$35.1b

Tradeweb Markets Inc., together with its subsidiaries, builds and operates electronic marketplaces worldwide.

TW

US$149.02

7D

1.9%

1Y

48.9%

Blue Owl Capital

Market Cap: US$32.6b

Operates as an alternative asset manager in the United States.

OWL

US$17.91

7D

-12.2%

1Y

-5.9%

Futu Holdings

Market Cap: US$14.3b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

FUTU

US$97.49

7D

-11.1%

1Y

74.4%

Morningstar

Market Cap: US$12.9b

Provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

MORN

US$290.88

7D

-3.7%

1Y

-4.3%

Houlihan Lokey

Market Cap: US$11.6b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally.

HLI

US$153.31

7D

-4.7%

1Y

18.7%

Jefferies Financial Group

Market Cap: US$11.4b

Operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific.

JEF

US$47.95

7D

-11.8%

1Y

9.7%

Stifel Financial

Market Cap: US$10.0b

Operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States and internationally.

SF

US$86.01

7D

-11.4%

1Y

13.1%

Evercore

Market Cap: US$8.7b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

EVR

US$177.60

7D

-13.4%

1Y

-7.0%

Hamilton Lane

Market Cap: US$8.7b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

HLNE

US$140.89

7D

-6.6%

1Y

27.0%

XP

Market Cap: US$7.5b

Provides financial products and services in Brazil.

XP

US$14.23

7D

-3.0%

1Y

-43.0%

Virtu Financial

Market Cap: US$6.1b

Operates as a financial services company in the United States, Ireland, and internationally.

VIRT

US$37.40

7D

-0.8%

1Y

80.7%

Moelis

Market Cap: US$4.6b

Operates as an investment banking advisory firm in North and South America, Europe, the Middle East, Asia, and Australia.

MC

US$52.94

7D

-11.3%

1Y

-5.0%

BGC Group

Market Cap: US$4.4b

Operates as a financial brokerage and technology company in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

BGC

US$8.59

7D

-9.6%

1Y

6.7%

Victory Capital Holdings

Market Cap: US$3.9b

Operates as an asset management company in the United States and internationally.

New

VCTR

US$54.89

7D

-8.2%

1Y

29.3%

Marex Group

Market Cap: US$2.7b

A financial services platform, provides liquidity, market access, and infrastructure services to clients in the energy, commodities, and financial markets.

MRX

US$37.08

7D

7.5%

1Y

n/a

GCM Grosvenor

Market Cap: US$2.5b

GCM Grosvenor Inc. is global alternative asset management solutions provider.

GCMG

US$12.89

7D

-4.1%

1Y

38.0%

UP Fintech Holding

Market Cap: US$1.5b

Provides online brokerage services focusing on Chinese investors.

TIGR

US$8.30

7D

-8.8%

1Y

150.0%

Ellington Credit

Market Cap: US$156.3m

A real estate investment trust, acquires, invests in, and manages residential mortgage-and real estate-related assets.

EARN

US$5.11

7D

-14.4%

1Y

-23.7%

MarketWise

Market Cap: US$149.8m

Operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.

MKTW

US$9.23

7D

-7.4%

1Y

-71.9%

Page 1 of 1