Global Diversified Financials Undervalued Dividend Payers

UBS Group

Market Cap: CHF 130.3b

Operates as a wealth manager and bank worldwide.

CITIC Securities

Market Cap: CN¥408.5b

Provides various financial products and services in China and internationally.

3i Group

Market Cap: UK£28.7b

A private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.

T. Rowe Price Group

Market Cap: US$25.6b

A publicly owned investment manager.

Partners Group Holding

Market Cap: CHF 17.3b

A private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, private credit, private debt, royalties, and special opportunities.

Julius Bär Gruppe

Market Cap: CHF 14.6b

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

China Galaxy Securities

Market Cap: HK$134.3b

Provides various financial services in China, Hong Kong, and internationally.

DWS Group GmbH KGaA

Market Cap: €14.6b

Offers asset management services in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Futu Holdings

Market Cap: US$14.5b

Engages in the provision of digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Ally Financial

Market Cap: US$13.1b

A digital financial-services company, provides various digital financial products and services in the United States and Canada.

Houlihan Lokey

Market Cap: US$9.0b

An investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide.

ICG

Market Cap: UK£5.2b

A private equity firm specializing in direct and fund of fund investments.

Enact Holdings

Market Cap: US$6.6b

Operates as a private mortgage insurance company in the United States.

IG Group Holdings

Market Cap: UK£4.8b

A fintech company, engages in the online trading and investments business in the United Kingdom, Ireland, the Asia-Pacific, the Middle East, the United States, Europe, and institutional and emerging markets.

MGIC Investment

Market Cap: US$6.2b

Through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services in the United States, the District of Columbia, Puerto Rico, and Guam.

Essent Group

Market Cap: US$6.1b

Through its subsidiaries, provides private mortgage insurance and reinsurance, and title insurance and settlement services to mortgage lenders, borrowers, and investors in the United States.

Vontobel Holding

Market Cap: CHF 4.9b

Provides various financial services to private and institutional clients in Switzerland and internationally.

Azimut Holding

Market Cap: €5.2b

Provides asset management and advisory solutions in Italy, Europe, the Middle East, the Americas, and the Asia-Pacific.

Radian Group

Market Cap: US$5.2b

Provides mortgage insurance in the United States.

Hamilton Lane

Market Cap: US$5.0b

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.

Challenger

Market Cap: AU$6.7b

A publicly owned investment manager.

Acom

Market Cap: JP¥746.8b

Engages in financial services business in Japan, Thailand, and internationally.

Federated Hermes

Market Cap: US$4.3b

A publicly owned investment manager.

PagSeguro Digital

Market Cap: US$2.7b

Provides financial and payment solutions for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally.

ZENKOKU HOSHOLtd

Market Cap: JP¥415.9b

Engages in the credit guarantee business in Japan.

OSB Group

Market Cap: UK£1.9b

Through its subsidiaries, operates as a specialist mortgage lending company in the United Kingdom and India.

Pluxee

Market Cap: €2.0b

Offers employee benefits and engagement solutions services in France, Latin America, Continental Europe, and internationally.

Rathbones Group

Market Cap: UK£1.7b

Provides wealth management, asset management, and related services in the United Kingdom and Channel Islands.

FinVolution Group

Market Cap: US$1.2b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, Philippines, and internationally.

Polar Capital Holdings

Market Cap: UK£730.2m

Polar Capital Holdings plc is a publicly owned investment manager.

MLP

Market Cap: €844.3m

Provides financial services in Germany.

Foresight Group Holdings

Market Cap: UK£512.6m

Operates as an infrastructure and private equity manager in the United Kingdom, Italy, Luxembourg, Ireland, Spain, and Australia.

Vinci Compass Investments

Market Cap: US$647.7m

Operates as an asset management firm in Brazil.

FRP Advisory Group

Market Cap: UK£275.5m

Provides business advisory services to companies, lenders, investors, individuals, and other stakeholders in the United Kingdom.

NHN KCP

Market Cap: ₩459.0b

Develops and provides electronic payment services, and related software and solutions in South Korea.